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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Substitute Components

In the
Substitute Components
 screen, you can include alternative products if a primary component used in a bill of material is not available for any reason, for example a lack of balance. In such cases, the system uses the alternative products to replace the primary component and complete the production order.
important
The configuration on config.xml file must be: <allow_susbtitute_components>
Y
</ allow_susbtitute_components>
When a substitute is associated, the FIFO process will prioritize the substitute when the primary component is unavailable according to the following rules.
Data
Rules
Product number
  • Cannot be null
  • Must exist in the catalog
Substitute number
  • Cannot be null
  • Cannot be entered more than once
  • Must exist in the catalog
  • Cannot be equal to the original product number
  • Product type used as substitute must be a “PC” (Purchased Component)
Unit of measure (UOM)
  • Cannot be null
  • Must match
  • Cannot be null
  • Must match
HS
important
If there is at least one line in the Excel spreadsheet with an error, no substitute item will be inserted. You must correct the file and upload it again.

Adding Substitutes (spreadsheet upload)

To add alternative products to a primary product en masse, you can do so by uploading a spreadsheet with a list of components.
  1. Click
    Load Substitutes
     to open the
    Spreadsheet Upload
     pop-up window.
    important
    In the Spreadsheet Upload pop-up window you can view previous added spreadsheets.
  2. Fill in the Excel spreadsheet with the corresponding data. You can download the template by clicking
    Download Excel Template
    .
    important
    The excel template contains two columns: “ProductNumber”, that must be used to declare the main product; and “SubstituteProduct”, that must be used to declare the substitute part number, respectively. The Excel spreasheet must have the “.xls” or “.xlsx” format.
    • The excel template contains two columns,
      ProductNumber
       that must be used to declare the main product and
      SubstituteProduct
       that must be used to declare the substitute part number, respectively.
    • The Excel spreasheet must have the “.xls” or “.xlsx” format.
  3. Click
    Choose File
     to select the spreadsheet from your local drive.
  4. Click
    Upload and Import Data
     on the top right corner.
The data will be loaded on a temporary table and a successful message will be displayed.
After loading the data, it’s necessary to launch the BPM Workflow IMMEX_Substitute_Components or check if it is scheduled. This process will run a complete validation of the data previously loaded in order to load it into the final table. Errors can be viewed clicking on the number of errors presented in the screen used to load the spreadsheet.

Adding Substitutes (one by one)

You can also add substitutes components one at a time.
  1. In the
    Material Number
     field, insert the identification number of the original product you want to associate substitutes to.
    tip
    This field has type-ahead capabilities so you can insert a digit and select your desired number from the dropdown list.
    The page automatically refreshes and populates the grid with the product information.
  2. Click the + icon to open the
    Add New Substitute Product
     pop-up window.
  3. Insert the substitute product number in the
    Product
     field.
  4. Click
    Save
    .
The page automatically refreshes and populates the grid with the substitute product information.
important
You can remove a substitute product by clicking the
X
 next to the product entry.

Pedimento Reports

It is possible to validate the FIFO process after export and consumption of items by generating a report. The report will be generated with all the data used in this guide and including the substitutes components.
  1. On the IMMEX sub-menu
    Reports
    , click
    Pedimento Reports
    .
  2. On the Report dropdown, select
    Multilevel BOMS
    .
  3. Click the calendar icon to select the
    Start and End Dates
    .
  4. Select the
    Pedimento Code
     used to export the finished good.
  5. Select the
    Pedimento Number
    .
  6. Enter the
    Material Number
    .
  7. Click Generate.
The page will automatically refresh and display the report available for download.

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