Hi @olieves 

I believe here is what you are trying to accomplish:

The item has a substitute:

You created the Sales Order and it shows there are Related Items:

You need to click the Related Items icon and a popup will appear to select the item to replace:

Once you select the item, you hit Add & Close, the system then enters the substitute item:

Is that what you are looking for?

Hi Kandy.

Thanks for the quick reply…

Kind of. I was hoping that Acumatica would do 2 things per scenario:

Kind of like a decision table:

But I am not sure if I am misunderstanding the “Customer Approval Not Needed” and “Required” checkboxes functionality or, if the functionality as I describe it and need it, does not exist.

Hi @olieves 

Are you looking for the system to automatically substitute the item? If so, it currently does not do that, you need to manually change it. 

Here is what the help says about the Customer Approval Not Needed and the Required:

Hi Kandy,

Yes. I was hoping that the system would automatically sub the item 

Thanks for the info

@olieves , please create a New Idea in Community for Automatic Item Substitutions.  If you could mention the business rules that go along with your idea, that would be great too.  

For example, should this be done where there is no available (ie stockout), that the system automatically substitute item B for item A.  Does the customer permit substitutes?  Or are there customer-specific substitute items (a list of acceptable items in a hierarchical list). Are there situations where the customer will not accept a substitute - that sort of thing.

thanks,

-Dana