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.

Click field descriptions for information on each field.

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.

eCatalog note: When a companion item is added and the Companions to eCatalog check box 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 cannot be setup as companions.