Enter Complementary Part

Explanation

The purpose of complementary parts is to help increase sales when receiving you receive 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 window 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.

To turn the complementary parts functionality on and off, in the Customer Order/Order Lines tab, Customer Order/Rental Order Lines tab (or Quotation/Quotation Lines tab), right-click, then click Properties. Click the Customer Order tab (or Sales Quotation tab), then select or clear the Complementary Parts check box.

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 Base Data which can be reach via the Operations menu from the sales part windows or directly from the Navigator.

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 Order Lines tab. If the original order line is for rental the complementary parts will be added in Rental Order Lines tab.

Window

Customer Order
Sales Quotation

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Sales Quotation
Sales Quotation/Quotation Lines
Complementary Parts Base Data

Procedure

1. Open the appropriate window.
2. Enter the customer ID in the Customer field, either manually or by selecting it from the List of Values. Enter values in the other fields in the header, if needed.
3. Save the record.
4. In the Order Lines, Rental Order Lines or Quotation Lines tab, enter a customer order line or a quotation line for the parent part.
5. Save the record. The Complimentary Parts window will open automatically, listing the available complimentary parts. The sales quotation or customer order will not be fully saved until you click OK or Cancel, or close this window.
6. Enter the sales quantity for the complementary part you want to add to your customer order or sales quotation.
7. Click OK.
8. The Complimentary Parts window will close, and an order or quotation line will be created for the quantity you indicated. The customer order or sales quotation will now finish saving.