Companion Item Entry (SOE150)

Use Companion Item Entry to designate items or memos to import when a specified item is entered in Order Entry, Quotes, Confirmation, Direct Invoices or Counter Sales. You can indicate whether the import of items/memos is automatic or prompted for each Order Entry program type.

Companion Item Processing

In the Order Entry program suite when a line item is originally saved, the program checks to see if there is a Companion Item header record for the item number that has been saved.

The Companion Item Entry (SOE150) program allows you to select whether the import of items/memos is automatic, prompted, or not applicable to the entry program. If any companion items/memos are flagged as "Y-Default to Y" or "N-Default to N," you have the option to select any of the companion items/memos available. If any companion items/memos are flagged as "A – Automatic Add" then if any additional companion items/memos are flagged as Y or N, then all items/memos that are A, Y and N will be displayed in the Companion Item Selection (SOE151) dialog box. A for Automatic Add will always add automatically to the document. If all companions applicable for this order type are flagged as A and there are no Y or N flagged items/memos, then no dialog is displayed and those items/memos will be automatically imported into the document (unless there’s an exception that requires user attention, like the item not being setup in a warehouse). If any companion items/memos are flagged as "X – Not Applicable" then they will not be displayed in this dialog and will not allow import into the actual document. Once the companion items/memos are selected the items will be imported into the document.

eCatelog Note: When a companion item is added and the Companions to eCatalog checkbox on Company Control F/M is selected, the system adds a record to the eCatalog log file for the next update to the eCatalog database. There is currently no way to remove a companion item record from eCatalog. However, when a companion item record is deleted, any unprocessed records for this transaction will be removed from the log file. Companion memo lines do not upload to eCatalog.

Limitations and Exclusions

• Companion items will not be searched for bill of material components.
  
• Companion items will only be searched from Quote Entry, Sales Order Entry, Confirmation Entry, Direct Invoice Entry, and Counter Sales Entry.
  
• In the event of a substitution, the companion items for the substituted item will be used, not the originally entered item.
  
• Companion item selection will be single level only. If a companion item is selected and there are companion items for any of the selected companion items, the selection process will not include the companions to the companions.
  
• Companion items will not be searched when negative quantities are entered on the document.
  
• If companion items were selected on the save of a line item and the original line item is subsequently deleted, the companion items selected will not be automatically deleted.
  
• Companion items will only be searched when initially adding or inserting a line.
  
• Companion items or memos will not be able to be setup for memo lines.
  
• Temporary items may not be setup as companions.
  

Field Descriptions

Use the following fields to set up companion items:

1. Item

Enter item for which you want to associate companion items.

2. UM

Enter the item’s unit of measure. The system displays the item’s default unit of measure.  

In the browser in the lower portion of the screen, the system displays any companion items previously associated with this item. You can:

Edit--to make changes for the highlighted companion item.

Add a companion item.

Insert a line item above the highlighted companion item in the browser.

Delete the highlighted companion item.

When you edit, add, or insert a companion item, the system displays the following fields:

3. Companion Item

Enter the item number for the item you want to associate as a companion.  

4. Quantity

Enter the quantity of this item to associate.

5. UM

Enter the UM for the item you are associating as a companion.  

6. Note/Memo

Enter any note or memo text to associate with the companion item when it is added to an order.

7. Memo Line

In the Memo Line section indicate whether to print the text you entered in the Note/Memo field as a memo line when this companion item is added to an order by selecting the Print checkbox and indicate whether to export the memo line when the companion item is added to an order by selecting the Export checkbox.

In the AutoAdd section, indicate the type companion item functionality used by the individual Order Entry Programs: Quote Entry, Order Entry, Confirmation, Invoice Entry, Counter Sales Entry.

8.-12. Quote Entry, Confirmation, Counter Sale Entry, Order Entry, Invoice Entry

For each of the programs listed you can select:

A - Always Add (i.e. the system will add it to the document automatically with no intervention by the user) .

Y - Default to Y (i.e. the user may choose to add it to the document or not but it will be defaulted to Yes to automatically add it to the given document type).

N - Default to N (i.e. the user may choose to add it to the document or not but it will be defaulted to No to not automatically add it to the given document type).

X - Not Applicable (i.e. is not offered at all)--the system does not display the Companion Items Selection dialog box during line-item entry.

13. Select the OK button to save the companion item.

14. When the system returns you to main Companion Item Entry screen, save your changes.