Enter Complementary Part
Explanation
The purpose of complementary parts is to help increase sales when receiving an order or quotation request, by
suggesting complementary parts to be sold with the part on the order line. When a customer order line, customer
order rental line or a sales quotation line for a parent part is saved, a dialog will automatically appear with the
parts to offer. The quantity (default zero), sales part ID, and description are displayed. You can then update the
quantity to the desired quantity and click OK to create the additional order lines.
Prerequisites
This activity has the following prerequisites:
- Basic data must be entered for the parent parts and the parts to be suggested when the parent part is entered
on the order/quotation line.
- Parent parts are connected to complementary parts in Complementary Parts page which can be reach via a
command in the sales part page or directly from the Navigator.
- If the customer is set up to use the limit sales by assortments functionality, complementary parts should be
connected to the limited assortments,
System Effects
As a result of this activity:
- Additional line(s) for the complementary part(s) will be automatically added to the customer order or sales
quotation.
- If the original order line is for sales the complementary parts will be added on the Customer order or Sales
Quotation Lines page. If the original order line is for rental the complementary parts will be added in Customer
order or Sales Quotation Rental Lines page.