Entering Materials for Substitution SD Product Selection

1. Choose Logistics ® Sales and distribution ® Master data ® Products ® Material determination ® Create.
2. Enter a material determination type and choose Enter.

The standard system includes only material determination type A001. Depending on your business requirements, you may create additional types.

3. Enter a
substitution reason

You can enter a reason manually in each substitute, or enter a default value which the system proposes automatically in the individual substitutes that you create for the main material. This reason is also used in messages in sales order processing.

The system cannot determine the outcome without the substitution reason. You must specify a reason in order to carry out product selection.

4. Enter a validity period for the substitution

The system checks the validity date in the condition records against the requested delivery date in the order header. For example:

Material:	Product 01
Conditions: 02/01 - 02/28	Product 01 is substituted as follows: Product A Product B Product C
Conditions: 03/01 - 03/31	Product 01 is substituted as follows: Product D Product E Product F
Material entered in order:	Product 01
Header date: 02/01 Line date: 03/01	The system proposes: Product A Product B Product C

5. Enter the product that you want the system to substitute with another

Product selection is triggered automatically when you enter this product in an order.

6. Enter alternative products

To enter more than one alternative, select the main material, choose Alternative materials and list the alternatives in order of priority.

Set the material requirements planning (MRP) indicator for one of the alternatives if you want the system to confirm a partial quantity and pass information about the material shortage on to planning. The system creates a special sub-item in the order for partial confirmations.

Enter the original product as the first alternative if you want the system to check this material for availability first, before checking for other alternatives.

Original Material:

• Product A

Alternatives:

• Product A ® Substitute 1
• Product B ® Substitute 2
• Product C ® Substitute 3

When you enter product A in an order, the system checks whether the item is on substitution before checking ATP. Once it determines that the material is to be substituted, the system attempts to find an alternative from the list of possibilities. Beginning with product A, the system checks ATP for each potential substitute to determine if there is sufficient inventory.

7. Enter a unit of measure for the substitute material if you use international article numbers (EAN)

If you do not enter a substitue unit of measure (UOM), the system determines it using the sales UOM, or if you have not entered one, the base UOM.

8. Save and exit.