Use these fields to set up companion items.
1. Item
Specify item for which you want to associate companion items.
2. UM
Specify 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
Specify the item number for the item you want to associate as a companion.
4. Quantity
Specify the quantity of this item to associate.
5. UM
Specify the UM for the item you are associating as a companion.
6. Note/Memo
Specify 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 check box and indicate whether to export the memo line when the companion item is added to an order by selecting the Export check box.
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. Click OK to save the companion item.
14. When the system returns you to main Companion Item Entry screen, save your changes.