Supercessions

If the Inventory Supercession sub-module is in use, you can view items that have been superceded, and select new items to replace superceded items entered into sales order lines.

When an item supercession is processed, you can update sales order lines so that backorders of the item being superceded are transferred to the new item.

Sales Order Entry

If an inventory item is entered into a sales order line, and the item is superceded, the line processes as normal when:

There is sufficient inventory of the superceded item to fulfil the sales order required quantity, and
The status assigned to the inventory item is Active or Active (Do Not Allow Further Purchases).

Note: If an inventory item has a status of Is In-Active or Is Active (Do Not Allow Further Sales), the item is not visible for selection in sales order entry.

If you enter a sales order line for an inventory item that is superceded, but there is insufficient inventory on hand to fulfil the line quantity, the Insufficient Inventory Available form displays when you enter the line quantity. This indicates that the item is superceded. The message THIS ITEM HAS BEEN SUPERCEDED displays in bold red across the form.

You can click the Supercession Details button to view details of the supercession. This form also displays the details of the new item, and you can select the new item by clicking the Select column next to the item line.

When you select a new item and click OK, the new item defaults to the sales order line, and default a line quantity of:

The full required line quantity, if the quantity available of the new item is greater than the sales order line quantity entered, or.
The quantity available of the new item, if the quantity available is less than the line quantity.

To use up inventory of the superceded item first, before allocating inventory to the new item, you must review the available quantity of the superceded item, displayed on the Insufficient Inventory Available form. First check the new item details (from the Supercession Details button), and then click Cancel on the Insufficient Inventory Available form, and return to the sales order to adjust the line quantity to the quantity available of the superceded item. To make up the quantity, you can enter a second sales order line for the new item, and incremental quantity required.

If you select the quantity available of new items from the Supercession Inventory Item Available form, Greentree Desktop returns the selected lines only and overrides the original sales order line (for the superceded item). The line quantities defaults indicated above.

If the available quantity of the new items selected is less than the original line quantity, the line quantities defaults indicated above, and no backorders are processed. You must adjust the line quantity to the quantity after the line has defaulted, and you will then have access to standard processes — for example, option to place the line on backorder.

Supercessions and Backorders

When an item supercession is processed, you can transfer existing backorders from the superceded item to the new item.

If you select this option, Greentree Desktop will cancel backorder lines for the old item, and create new sales order lines for the new item when a supercession is processed.