Item Alternative
How to use Item Alternative in Items & Categories: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create items with their identifiers, units and applicable stock settings. Choose classification through the category hierarchy. Keep UNSPSC item groups and supplier categories consistent with the products and services being traded.
This page is a record page in Supply Chain → Items & Categories. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Item Alternative from Supply Chain → Items & Categories, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Alternative Item Codealternative_item_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Two-waytwo_way | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Item Nameitem_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Alternative Item Namealternative_item_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.