Related Item History

Form ID: (IN401600)

Note:
This form is available only if the Related Items feature is enabled on the Enable/Disable Features (CS100000) form.

You can use this form to view related items that have replaced or complemented the original items specified on a sales order or invoice. The inquiry contains only records of related items that have been sold—that is, the invoices with these items have been released.

This form

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

By using this area, you can narrow down the range of records in the table below.

Element Description
Original Item ID The identifier of the original item in a sales order or invoice.
Related Item ID The identifier of the related item that has replaced or complemented the original item in a sales order or invoice.
Relation The type of relation between the original item and related item specified on Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form. You can select one of the following options:
  • Cross-Sell
  • Up-Sell
  • Substitute
  • Other
  • All

By default, the All option is selected.
Tag The tag specified for the related item on Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form. You can select one of the following options:
  • Complementary Items
  • Items of Interest
  • Other Users Bought
  • Essential Related Products
  • Services
  • Premium
  • Customization
  • Options
  • Promotional
  • Popular
  • Seasonal
  • Related
  • Substitute
  • Alternative
  • All

By default, the All option is selected.
From Date The start date of the date range. If you specify the start date, the system displays the records of related items for which an invoice was released on this date or after this date.
To Date The end date of the date range. If you specify the end date, the system displays the records of related items for which an invoice was released before this date or on this date.

Table

In this table, you can view the records of related items, filtered by the selections made in the Selection area

Table Toolbar

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Original Item ID The identifier of the original item.
Original Item Description The description of the original item specified in its settings on the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Original Item Quantity The quantity of the original item specified in the sales order or invoice.
Original Item UOM The unit of measure of the original item specified in its settings on the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Related Item ID The identifier of the related item.
Related Item Description The description of the related item specified in its settings on the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Related Item Qty. The quantity of the related item that replaced or complemented the original item in the sales order or invoice.
Qty. Sold The quantity of the related item in the released invoice.
Related Item UOM The unit of measure of the related item specified in its settings on the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Relation The type of the relation between the original and related item specified on the Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form for the original item.
Tag The tag specified for the related item on the Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
Order Nbr. The number of the sales order in which the related item replaced or complemented the original item.
Invoice Nbr. The number of the invoice in which the related item replaced or complemented the original item.
Document Date The creation date of the sales order if the related item replace or complemented the original item in the sales order or the creation date of the invoice if the related item replace or complemented the original item in the invoice.