Substitute Items modal

Substitute Items modal

The Substitute Items modal is the main interface for performing item substitutions, allowing you to replace work ticket items within the same branch and category. Access this modal from the Bulk Actions menu on the Manage Work Ticket Items modal and the Purchasing Assistant screen. 

Pre-requisites:

• You must have the Make Item Substitutions purchasing permission enabled.
• The work ticket status must be open or scheduled to substitute its items.

The screen elements of the Substitute Items modal are described in the following table:

Once you save a substitution, a green double-arrow icon appears for substituted items in the item display column. Select the icon to open the Substituted Item History modal.

Substitute items error handling

The Substitute Items modal displays specific messages when an item cannot be substituted due to one or more of the following conditions:

• The item is partially or fully allocated.
• The item has been partially or fully received on a purchase receipt.
• The work ticket status is Completed or Pending Approval, so substitution options are unavailable.

Additionally, a notification displays if attempting to substitute a one-time item that is not in the catalog. For items with higher costs than the original, you receive a confirmation message before proceeding.

Substituted item history modal

The Substituted Item History modal displays detailed information for each item substitution, including the substitution date, original item, original cost, substituted item, and updated cost. You can access this modal by selecting the green double arrow item substitution icon from the following screens:

• Manage Work Ticket Items modal
• Purchasing Assistant
• Daily Plan Report (including the Work Ticket Details screen)
• Work Ticket Item Sourcing Report (WTISR)

This feature maintains a detailed log of each substitution, including the date, user, original item, previous cost, substituted item, and any associated cost changes. This comprehensive record ensures transparency and traceability for all substitution activities.

Keep in mind:

• Item Retention on Contracts and Work Orders: The original items remain visible in the estimate, even after substitution. For example, if mulch is substituted with compost, mulch will still appear in the estimate. When you create a change order to add more mulch, the system knows compost was the substitute, so the order automatically applies to compost.
• Irreversible substitutions: Once a substitution is made, it cannot be undone. If pansies were swapped for daisies, re-adding pansies requires you to create a change order and select Separate Work Ticket to start fresh with the original item. This rule ensures substitutions are applied consistently in records for contract and work orders.

Cost/Price Updates:

• Substituting a less expensive material, like daisies for pansies, is straightforward. However, substituting to a higher-cost item will trigger system notifications:
  • For example, if you substitute pansies with roses (a more costly option), the system will notify you of the cost increase and prompt for confirmation before saving.
  • For time-and-material (T&M) invoice types, both the Cost and Price will adjust accordingly, whereas for other invoice types, only the Cost will update.