WHITE PAPER
TRIMIT Replacement 24.1
This document contains information about the Replacement functionality in TRIMIT 24.1 for Microsoft Dynamics 365 Business Central 2024, Wave 1 (W1).
Version: 24.1
Date: 14-10-2024
Contents
FastTab Replace/Update Settings
Replace and Update Color, Size, or Assortment of Masters
Line Actions / Functions / Replacement Matrix (Ctrl+M)
Suggest Replacement Lines from Filters
Replacement Call List (6037123)
TRIMIT Replacements enables you to replace Masters/Items on Sales Lines (Sales Quote Lines, Sales Order Lines, and Sales Blanket Order Lines) with other Masters/Items in an effortless way.
This functionality can also be used to update Sales Prices, Sales Line Discounts, Location Code, Shipment Date, and/or Period Code in existing Sales Lines.
This functionality can also be used to delete open Sales Lines.
Within Fashion, it is quite common to decide during the pre-sales period, which Items will be taken out of a Collection because of Minor Sales.
In that case, with TRIMIT Replacement, you can exchange Items by other Items or delete the original Sales Lines for these Items.
Also changing i.e., the Shipment Dates – based on delayed Receipts or Production – is usually a big issue, if the Sales Order has been entered 3 or 4 months before the delivery.
In that case, with TRIMIT Replacement, you can update the Shipment Date and/or Period Code of Sales Lines.
Because the Replacement functionality is mainly used in Fashion, in this White Paper the examples and text will be related to Colors and Sizes. Keep in mind that the Color is the VarDim Type of Variant 1 of a Master, and the Size is the VarDim Type of Variant 2 of a Master, but it can also be something completely different then Colors and Sizes.
The TRIMIT Replacement can only be used for Items and Matrix Masters.
It can not be used for Configurable Items which results in VarDim Order Lines in a Sales Order.
The audience for this document is the Consultant or very skilled User.
Be aware of not changing settings and parameters in a live database without consulting the implementing partner.
The functionality described is the functionality as of TRIMIT 24.1 for Business Central W1 BC24.X.
The pictures in this White Paper are based on the demo database for TRIMIT 24.1, which is based on Microsoft Dynamics 365 Business Central 2024 Release Wave 1, in the demo company CRONUS TRIMIT W1 Ltd. (based on CRONUS International Ltd. of Microsoft Dynamics 365 Business Central).
TRIMIT Replacements uses the following objects:
The tables 6037122 trm Replacement Header
6037123 trm Replacement Lines
6037124 trm Replacement Sales Line
The pages 6036849 trm Replacement Totals Factbox
6037143 trm Replacement List
6037145 trm Replacement Header
6037146 trm Replacement Line
6037147 trm Replacement Dialog
6037148 trm Replacement Sales Line
The reports 6037122 trm Replacement Statistic
6037123 trm Replacement Call List
The Codeunit 6037135 trm Replacement Handling
The Query 6036861 trm Replacement LookUp Query
Other object will be changed as well regarding TRIMIT Replacement, but the above-mentioned objects are the specific object for this subject.
For the TRIMIT Replacements a Number Series is necessary which can be entered in the Sales & Receivables Setup via Tell me Sales & Receivables Setup.
Every Replacement can have a specific Reason Code, which determines why a Replacement takes place. These Reason Codes can be entered via Tell me Reason Codes (the standard BC Reason Codes)
The process of a Replacement contains a few steps:
1) Create a Replacement Header.
2) Enter the Filters to create the Replacement Lines and for filtering the Sales Lines that needs to be changed.
3) Enter the information you want to change (if applicable).
4) Create (or enter manually) the Replacement Lines in which you determine which Items must be replaced or deleted in Sales Lines or for which Items the fields in the Sales Lines should be updated.
5) Approve the Replacement Lines that you want to execute.
6) Based on the filters the Sales Lines (Sales Quote Lines, Sales Order Lines, and/or Sales Blanket Order. Lines) can be created that needs to be updated/replaced/deleted. The user is still able to change the Action that needs to be conducted for these Sales Lines (Replace, Delete, None, Update, Partly Replace).
7) Post the Replacement Header, which means that the original Sales Lines will be updated or will be deleted, and new Sales Lines can be created – in case of a replace.
There are reports that can be used to inform your customer.
Via Tell me Replacement you can open the Replacement List.
With click +New, you can create a new Replacement.
Can be generated automatically based on the Number Series in the Sales & Marketing Setup or entered manually. You can call this the reference number for this Replacement.
Description of this Replacement
The Replacement Type determines what you want to do, and what you need to enter on the Replacement Lines. You can choose between the following three options:
|
Replace |
This option will replace the From No. to the To No. of the Replacement Lines in the selected Sales Lines. In addition, it will also update the new to be created Sales Lines based on the fields on the FastTab Replace/Update Settings. From No. and To No. must be filled in the Replacement Lines. |
|
Update |
This option will only update the selected Sales Lines with the From No. of the Replacement Lines based on the fields on the FastTab Replace/Update Settings. From No. must be filled in the Replacement Lines. |
|
Delete |
This option will delete the selected Sales Lines with the From No. of the Replacement Lines. From No. must be filled in the Replacement Lines. If a part of the Sales Line was already shipped, the Quantity will be changed to the Shipped Quantity and Outstanding Quantity of the Sales Line will be set to Zero (0). |
You can enter a Reason Code for this Replacement, which can be chosen out of the standard BC Reasons.
This will be copied to the Replacement Lines but can be changed on individual Lines.
Will be filled automatically with the Work Date when creating the Replacement.
Will be set by the system automatically based on the Actions you conduct.
It can get the following values:
|
<empty> |
New Replacement. |
|
Active |
There are Replacement Sales Lines connected to this Replacement and the Replacement Lines cannot be changed anymore unless you click (Home), Reopen Replacement Document. |
|
Posted |
After the Replacement has been posted: You cannot change the Replacement anymore. |
If no Replacement Sales Lines have been connected, the Status will remain blank.
Will be filled by the system with the Work Date when the Replacement has been posted.
Will be filled by the system with the User that posted the Replacement.
With the fields in this FastTab, you can create Replacement Lines where the From No. will be based on the existing Sales Lines according to these filters.
These filters will also be used to determine the Replacement Sales Lines that you want to replace/update/delete.
A checkmark in this field will include Sales Quote Lines in the Sales Lines that you want to replace/update/delete.
A checkmark in this field will include Sales Order Lines in the Sales Lines that you want to replace/update/delete.
A checkmark in this field will include Blanket Sales Order Lines in the Sales Lines that you want to replace/update/delete.
Quotes, Orders and Blanket Orders will all have a checkmark by default when creating a Replacement Header.
In this field, you can enter a filter for the Master Numbers for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/delete/change.
In this field, you can enter a filter for the Item Numbers for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/delete/change.
In this field, you can enter one Location Code as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
In this field, you can enter one Global Dimension 1 Code (in our Demo Company it has been set as Brand Code) as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
In this field, you can enter one Global Dimension 2 Code (in our Demo Company it has been set as Season Code) as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
In this field, you can enter one Order Type as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
In this field, you can enter one Collection No. as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
It will check the Collection No. in the Sales Lines.
In this field, you can enter one Period Code as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/delete/change.
It will check the Period Code in the Sales Lines.
The lookup (Alt+Arrow Down) in this Field depends on the content of the Collection No.:
If the Collection No. is filled, it will show a list of all Delivery Periods connected to this Collection No.
If the Collection No. is empty, it will show a list of the Shipment Groups.
In this field, you can enter one Shipment Date that, together with the Shipment Date End, will filter Sales Lines for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
After entering the Shipment Date Start, the Shipment Date End will be updated with the same value.
In this field, you can enter one Shipment Date that, together with the Shipment Date Start, will filter Sales Lines for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
After entering the Shipment Date End, the Shipment Date Start will be updated with the same value if the Shipment Date Start is later than the Shipment Date End.
In this field, you can enter one Status Code as a filter for creating the Replacement Lines and creating the Replacement Sales Lines that you want to replace/update/delete.
If you have entered a Collection No. and a Status Code, the system will check the Status Code in the Collection/Master Relations - with that Collection.
If you have entered a Collection No. and a Period Code and a Status Code, the system will check the Status Code in the Collection/Master Relations – with that Collection and Period.
If you have entered a Period Code (and no Collection No.) and a Status Code, the system will check the Status Code in the Matrix Limitation Master Relation.
If no Collection No. and/or Period Code has been entered, but you did enter a Status Code, the system will check the Status Code of the Item in a Sales Line based on the Status Code in the Item, Master Y-Axis, or Master.
Entering a checkmark in this field, will set an extra filter on the Suggest Replacement Lines from Filter and therefore also on the Replacement Sales Lines based on the Status Code of the Master/Item/Collection Master Relations.
If you fill the filter for a Collection No. and set Not Valid Combinations to Yes, the Actions for Suggest Replacement Lines and Replacement Sales Lines, will filter on the Master Relations of a Collection that does have a Status Code for which Sales Orders/Quotes/Blanket Orders are not available.
If you did not fill the filter for a Collection No., it will filter on the Status Code on the Master, Master/Variant 1 (Color) or Master Cell for which Sales Orders/Quotes/Blanket Orders are not available.
Especially after many Pre-Sales Orders have been entered, and the Sales Department decides to take some Masters/Colors out of the Collection No. and/or change the Status Code, this field can be especially useful to delete the existing Sales Lines or to replace them by another Color.
On this FastTab, you can enter the fields/values that should be updated in existing (Replacement Type is Update) or new created (Replacement Type is Replace) Sales Lines when Posting the Replacement.
Here you decide what the Unit Price will be for the replaced/updated Sales Lines.
You can choose between the following four options if Replacement Type is Replace:
|
Original |
The new Sales Line (with a different Item) will get the same Unit Price as the original Sales Line. |
|
New |
The new Sales Line will get the Unit Price of the new Item. |
|
Highest |
The new Sales Line will get the highest Unit Price (of the original Item or the new Item). |
|
Lowest |
The new Sales Line will get the lowest Unit Price (of the original Item or the new Item). |
You can choose between the following four options if Replacement Type is Update:
|
Original |
Nothing will change |
|
New |
Unit Price in the Sales Line will be updated with the current Sales Price |
|
Highest |
Unit Price in the Sales Line will be updated with the current Sales Price, if the current Sales Price is higher as the Unit Price in the Sales Line. |
|
Lowest |
Unit Price in the Sales Line will be updated with the current Sales Price, if the current Sales Price is lower as the Unit Price in the Sales Line. |
In case of Replacement Type is Replace, with a checkmark you can determine if the Line Discount % of the new Sales Line should be calculated based on the new Item – instead of keeping the Line Discount % of the current Sales Line with the old Item.
In case of Replacement Type is Update, with a checkmark you can determine if the Line Discount % should be recalculated in existing Sales Lines.
In this field, you can enter a Location Code that should replace the Location Code in the selected Sales Lines. This can be applicable for Replacement Type Replace and Update.
If this To Location Code has been setup to use Bin Codes, also the field Bin Code in the new or updated Sales Lines might be updated. You can see this in the Replacement Sales Lines in the field To Bin Code (Expected) which is not by default shown in the page.
In this field, you can enter a Shipment Date that should replace the Shipment Date in the selected Sales Lines. This can be applicable for Replacement Type Replace and Update.
In this field, you can enter a Period Code that should replace the Period Code in the selected Sales Lines. This can be applicable for Replacement Type Replace and Update.
If you did enter a Collection No. on the FastTab Sales Line Filters, a lookup (Alt+Arrow Down) will only show the Delivery Periods connected to that Collection No. After choosing the Delivery Period, the To Shipment Date will automatically be filled with the Start Sales Delivery Period of that Delivery Period.
If you did not enter a Collection No. on the FastTab Sales Line Filters, a lookup (Alt+Arrow Down) will only show the Shipment Groups. After choosing the Shipment Group, the To Shipment Date will automatically be filled with the Start Shipment Date of that Shipment Group.
You can create the Replacement Lines manually or by using the Action Suggest Replacement Lines from Filter.
Regardless the Replacement Type (Replace, Update, Delete), only the From No. information will be filled automatically based on the filters you have entered on the FastTab Sales Line Filters.
The To No. information then still needs to be entered manually.
You can also create the complete Replacement Lines manually without using the above Action.
You can enter Replacement Lines per Item, Matrix, or Assortment Matrix.
I.e., you could use Item, when you only want to replace/update/delete a specific color/size of a Master, but when you want to replace/update/delete a complete Master or all the Sizes XS from a Master or a complete Color Black from a Master it is better to use the Matrix.
Assortment Matrix Lines can be used when you want to replace/update/delete specific Assortments of a Master.
Where you see the explanation for Variant 1 and Variant 2, you can extend it with Variant 3, 4, 5, 6, 7, 8 and 9.
They are however not by default shown in the page.
If you only want to replace or update a combination of a Master/Color/Size (Master/Variant 1/Variant 2), a single Item, you can enter the information as shown in the screenshot below:
In FastTab General, the Replacement Type needs to be filled and you can enter a Reason Code.
A Reason Code in the Header will be copied to the Replacement Lines but can be overwritten.
If you already created Replacement Lines when entering a Reason Code, a message will appear to determine if the existing Replacement Lines should be updated:
You need to put a checkmark in the field Approve, if you want this Replacement Line to be Posted (executed) and to see the Sales Lines involved.
This can also be done by clicking Process, Set Approve for all the Lines at once.
In this case, you chose Item.
The Item Number you want to replace or update.
After entering the From No., the From Variant 1 and From Variant 2 will be shown, as well as the From Description and From Description 2 (if you added it to the page by using Personalization).
From Variant 3 – 9 will be filled if applicable and part of the Item Number, but you need to add these fields to the page by using Personalization if you want to see them.
Pressing Alt+Arrow Down (lookup) in this field, will only show the Items for which there are open Sales Lines in the system that do comply to the Filters you entered in the FastTab Sales Line Filters.
If you however entered an Item No., for which there are no open Sales Lines; you will get a message:
New Item that can replace the From No.
After entering the To No., the To Variant 1 and To Variant 2 will be shown, as well as the To Description and To Description 2 (if you added it to the page by using Personalization).
To Variant 3 – 9 will be filled if applicable and part of the Item Number, but you need to add these fields to the page by using Personalization if you want to see them.
If you did have a Collection No. filled in the FastTab Sales Line Filters as a Filter, also the To No. must be connected to that Collection No.
This field can be added via Personalization.
You can change the content of the field for a specific Replacement Line. Default is the Price Determination of the Header of the Replacement.
This field can be added via Personalization.
You can change the content of the field for a specific Replacement Line. Default is the Recalculate Line Discount of the Header of the Replacement.
If you want to replace or replace and update a complete Color or Size of a Master or if you want to replace a complete Master or Assortment of a Master, you can enter all the related Items individually as shown before.
It is however much easier to use the Replacement Line Type Matrix or Assortment Matrix instead.
This needs to be filled with Replace if you want to replace From No. to To No.
Information that can be used for the Statistics of the Replacements.
A Reason Code in the Header will, by default, be copied to the Replacement Lines, but can be overwritten for specific Lines.
In this case, you choose Matrix or Assortment Matrix
Master from which you want to replace Items.
After entering the From No., the From Description will be shown.
Replacement Lines will be created for each (Assortment) Item related to the From No. Master for which there are open Sales Lines, and the system will automatically set a checkmark in Expand Matrix.
Therefore, if no Lines appear with Type Item, there are no open Sales Lines with this From No. (Assortment) Master that could be replaced based on the Filters on the FastTab Sales Line Filters.
Pressing Alt+Arrow Down (lookup) in this field, will only show the Masters for which there are open Sales Lines in the system based on the Filters on the FastTab Sales Line Filters. I you however entered a Master No., for which there are no open Sales Lines; you will get a message:
You can enter a specific Variant 1 (i.e., Color) of the From No. (Assortment) Master that needs to be replaced.
In that case, after entering the To No. all the related Item Lines for that Variant 1 will be shown.
This will only happen if there are open Sales Lines for these Items.
If you leave this field blank, you might want to replace only specific Variant 2 (i.e., Sizes) for all Variant 1 (i.e., Color) or you want to replace all related Items of the From No. (Assortment) Master.
Replacement Lines will be deleted and recreated based on the From No. Master and From Variant 1 for which there are open Sales Lines.
Therefore, if no Lines appear again with Type Item, no open Sales Lines exist that could be replaced with this From No. Master and this From Variant 1 Color.
You can enter a specific Variant 2 (i.e., Size or Assortment Code) of the From No. (Assortment) Master that needs to be replaced.
In that case, after entering the To No. the related Items Lines for that Variant 2 will be shown.
This will only happen if there are open Sales Lines for these Items.
If you leave this field blank, you might want to replace only specific Variant 1 (i.e., Color) for all Variant 2 (i.e., Size or Assortment Code) or you want to replace all related Items of the From No. (Assortment) Master.
Replacement Lines will be deleted and recreated based on the From No. Master, From Variant 1 Color and From Variant 2 Size for which there are open Sales Lines.
Therefore, if no Lines appear again with Type Item, no open Sales Lines exist that could be replaced with this From No., From Variant 1 and From Variant 2.
You are also able to choose the From Variant 3 - 9 values, but these fields are not by default shown in the page, but you can select them if necessary.
New (Assortment) Master that can replace the From No.
If this is the same Master as the From No. it simply means that you want to replace Items within the same Master. After entering the To No., the To Description will be shown.
The system will delete and recreate the Replacement Lines with all variants of the From No. based on the From Variant 1 and From Variant 2 entries, which are on open Sales Lines.
For the To No. (if different from the From No.) it will only show the equal Variants that are present of the To No.
You can enter a specific Variant 1 (i.e., Color) of the To No. Master that will replace the From No. Variant 1.
If you leave this field blank, you might want to replace or cancel only specific Variant 2 (i.e., Size or Assortment) for all Variant 1 (i.e., Color) or you want to replace or cancel all related Items of the From No. Master. The system will delete and recreate the Replacement Lines based on the previous fields and presence in open Sales Lines.
You can enter a specific Variant 2 (Size or Assortment) of the To No. Master that will replace the From No. Variant 2.
If you leave this field blank, you might want to replace or cancel only specific Variant 1 (i.e., Color) for all Variant 2 (i.e., Size or Assortment) or you want to replace or cancel all related Items of the From No. Master. The system will delete and recreate the Replacement Lines based on the previous fields and presence in open Sales Lines.
You are also able to choose the To Variant 3 - 9 values. Nevertheless, these fields are not by default shown in the page, but you can select them if necessary.
This field can be added via Personalization.
You can change the content of the field for a specific Replacement Line. Default is the Price Determination of the Header of the Replacement.
This field can be added via Personalization.
You can change the content of the field for a specific Replacement Line. Default is the Recalculate Line Discount of the Header of the Replacement.
1. If no open Sales Lines for the From No. and Variants are present based on the Filters on the FastTab Sales Line Filters, you will get a message:
2. You want to replace one color by another color for all sizes within the same Master:
Only the red-highlighted Values need to be entered.
3. If you want to replace one size by another size for all colors within the same Master:
Only the red-highlighted values need to be entered.
You will only see the Colors/Sizes in the From that are sold in Sales Lines based on the Filters in the FastTab Sales Lines Filters.
4. If you want to replace one color of a Master with the same color of another Master where both Master have the same sizes:
Only the red-highlighted values need to be entered.
As you can see, after entering the To No. the To Variant 1 and To Variant 2 are automatically filled.
This can only happen if the From No. and the To No. have the same color 99 and the same sizes.
5. If you want to replace one color of a Master with the same color of another Master where both Master have varied sizes:
Only entering To No. and To Variant 1 will not work: you need to enter the individual To Variant 2 values or the To No. Items.
Only the red-highlighted values need to be entered.
6. If you want to replace one Master by another Master:
The system will match all individual Variants of the From No. with the Variants of the To No.
For those combinations for which not To No. exist (yellow highlighted), you need to enter the To No. Items manually or the To Variant 1.
7. If you want to replace one Assortment by another Assortment of the same Master
Only the red-highlighted values need to be entered.
If the Type is Assortment Matrix, you will only be able to choose From Variant 2 and To Variant 2 that are based on Assortments.
To be able to connect From No. Items to To No. Items based on Replacement Lines of Type Matrix or Assortment Matrix, it is important that all individual Items of the Masters have been created.
Based on the parameter Create All Matrix Related Items in the Inventory Setup all Items of a Master will be created upfront or only created when you enter quantities in Sales-/Purchase Lines or in Production-/Production Collecting Orders.
If this parameter does not have a checkmark, it can cause problems in the Replacement functionality:
You will not see the To No. Items and Descriptions based on the Replacement Dialog, because these Items simply do not exist yet. In that case, you need to:
- Delete the Matrix Replacement Line
- Go to the Master Card of the To No. Master
- On click Actions, Warehouse, Create Items
- Enter the Replacement Line again
You can only have the combination of Type and From No. once in the Replacement. Otherwise, you will get an error message. I.e.:
If you only want to update the existing Sales Lines, based on the entries on FastTab Replace/Update Settings you need to have the Replacement Type in the FastTab General, set to Update.
In that case, you only need to enter the From fields the same way as shown in Replace and Update Item and Replace and Update Color, Size or Assortment of Masters and NOT the To fields.
An example could be the update of all Sales Lines with Masters starting with 21 and change the Location Code is BLUE to the To Location Code to CW:
Another example could be that the Sales Prices have changed during a pre-sales period, and you want to update the Sales Prices on the open Sales Lines for a specific Master:
For both examples: After entering the FastTabs Sales Line Filters and Replace/Update Settings you can create the Replacement Lines with the action (Home), Suggest Replacement Lines from Filters.
In that case, only the From fields will be filled.
If you want to delete existing Sales Lines or want to decrease the Outstanding Quantity on the existing Sales Lines to zero, you need to have the Replacement Type in the FastTab General, set to Delete.
In that case, you only need to enter the From fields the same way as shown in Replace and Update Item and Replace and Update Color, Size or Assortment of Masters and NOT the To fields.
An example could be to filter on all Sales Lines of an old Collection No.:
Another example could be to delete all the Sales Lines of a specific Master:
For both examples: After entering the FastTabs Sales Line Filters and Replace/Update Settings you can create the Replacement Lines with the action (Home), Suggest Replacement Lines from Filters.
In that case, only the From fields will be filled.
Instead of using the fields From Variant 1 - 9 on the Replacement Lines with Type Matrix or Assortment Matrix directly, you can also use the Replacement Matrix to filter the Replacement Lines of a Master.
After you have entered the From No. (and the To
No. in case of a Replace) on a Replacement Line with Type Matrix
or Assortment Matrix, you are able to open the Replacement Matrix
to limit the Items of the From No. which is a Master Number.
The From No. Master you entered on the Replacement Line. This field cannot be changed in the Dialog page. If you made a mistake, you need to go back to the Replacement Line to change the From No. in the Line.
The Description of the From No. Master is shown.
If you want to replace/update/delete a complete Color (Variant 1) of the From No. Master, you can enter the value of that Color.
If you want to replace/update/delete a complete Master or all the Colors for a specific Size (Variant 2) by another Master or combination of Variants, you leave this field blank.
In the screenshot, you see Garment/Fabric Colors. This is the description of the first VarDim Type connected to the chosen From No. Master of the Replacement Line.
The entered 35 stands for the color Orange.
You are only able to enter a Value for which there are existing Sales Lines.
If you want to replace or cancel a complete Size (Variant 2) of the From No. Master, you can enter the value of that Size.
If you want to replace or cancel a complete Master or all the Sizes for a specific Color (Variant 1) by another Master or combination of Variants, you leave this field blank.
In the screenshot, you see Casual Sizes XS – 5XL. This is the description of the second VarDim Type connected to the chosen From No. Master of the Replacement Line.
The entered 06 stands for size XXL
You are only able to enter a Value for which there are existing Sales Lines.
The replacement functionality, and therefore also the Replacement Dialog can manage all nine VarDim Types to replace or cancel.
I.e., for Master 4700 with five Variants, it would look like:
The To No. Master you entered on the Replacement Line. This field cannot be changed in the Dialog page. If you made a mistake, you need to go back to the Replacement Line to change the To No. in the Line.
The Description of the To No. Master is shown.
If you want to replace/update/delete a complete Color of the From No. Master, you can enter the Value for the new Color of the To No. Master.
If you want to replace a complete Master by another Master, you leave this field blank.
If you want to update/delete a complete Master or specific Sizes of a Master, you also leave this field blank.
In the screenshot, you see Garment/Fabric Colors. This is the description of the first VarDim Type connected to the chosen To No. Master of the Replacement Line.
The entered 37 stands for the color Dark Orange.
If you want to replace/update/delete a complete Size of the From No. Master, you can enter the Value for the new Size of the To No. Master.
If you want to replace a complete Master by another Master, you leave this field blank.
In the screenshot, you see Casual Sizes XS – 5XL. This is the description of the second VarDim Type connected to the chosen To No. Master of the Replacement Line.
The Information beneath Match shows the matches between the VarDim Types of the From No. Master and the To No. Master.
If you want to replace a specific Master completely by another Master, you only need to enter the 2 Master Codes and nothing in the From Variant1/From Variant2/To Variant1/To Variant2, etc.
You must be aware in this case, that the VarDim Types of both Masters should be the same!!
After accepting the Replacement Dialog with the OK button or by pressing Esc, the Item Replacement Lines based on this Dialog will be created.
To be able to connect From No. Items to To No. Items, it is important that the individual Items have been created.
Based on the parameter Create All Matrix Related Items in the Inventory Setup all Items of a Master will be created or only created when you enter quantities in Sales-/Purchase Lines or in Production-/Production Collecting Orders.
If this parameter does not have a checkmark, it can cause problems in the Replacement functionality:
You will not see the To No. Items and Descriptions based on the Replacement Dialog, because these Items simply do not exist yet. In that case, you need to:
- Delete the Matrix Replacement Line
- Go to the Master Card of the To No. Master
- On Related, Warehouse, Create Items
- Enter the Replacement Line again
On the Matrix Replacement Line, the totals are shown of the related Item Replacement Lines.
Now the fields From Variant 1, From Variant 2, To Variant 1 and To Variant 2 are also filled.
With this action, existing Replacement Lines will be deleted, and new Replacement Lines will be created based on the filters you entered on the FastTab Sales Line Filters.
After the Replacement Lines have been created, you can still manually change them.
You will get a message, which needs to be confirmed by clicking Yes; otherwise, nothing happens.
To use this action, you need to have one or more filters filled in the FastTab Sales Line Filters.
Otherwise, you will get a message, which needs to be confirmed by clicking OK.
Before the next step in the Replacement procedure (determine which Sales Lines should be replaced, deleted, and/or updated) you need to Approve the lines. You can do this manually by entering a checkmark in the field Approve in the Replacement Lines, but you can also use the action (Home), Set Approve.
This will set the checkmark for Approve in all the Replacement Lines.
Approving a Matrix or Assortment Line will automatically also approve the underlying Item Lines.
Forgetting to approve the lines, will give you a message in the next step Replacement Sales Lines and nothing will happen:
After you have created or entered the Replacement Lines and Approved the Lines, you need to determine which Sales Lines have the From Item No. in it, and could be replaced, deleted, and/or updated.
This can be done by using the action (Home), Replacement Sales Lines.
Every time you activate the action Replacement Sales Lines, the existing Replacement Sales Lines will be deleted.
Therefore, any changes you might have entered before in the Replacement Sales Lines will be lost again!
Based on entered filters in FastTab Sales Line Filters and based on approved Replacement Lines the system will show all the open Sales Lines in which the From Items are present. I.e.:
You can add/remove fields in this Page to see more/less details.
The fields To Unit Price and To Line Discount % will however stay 0,00 until the Replacement has been posted and will not be calculated up front when creating the Replacement Sales Lines.
When the Replacement Sales Lines are created, the Action will be set by the system automatically but can be changed:
You can choose between the following five options:
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Replace |
The From Item can be replaced (and updated) by the To Item (and the fields on FastTab Replace/Update Settings). This means that the original Sales Line with the From Item will be deleted, and a new Sales Line will be created with the To Item. In the new Sales Line, also the fields can be updated based on the fields on FastTab Replace/Update Settings. In case the Outstanding Quantity <> Quantity of the Sales Line (a part already has been shipped/invoiced), the original Sales Line will be decreased with the Outstanding Quantity and a new Sales Line will be created with the Outstanding Quantity. |
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Delete |
The Sales Line with the From Item will be deleted from the original Sales Order. In case the Outstanding Quantity <> Quantity of the Sales Line (a part already has been shipped/invoiced), the original Sales Line will be decreased with the Outstanding Quantity. |
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None |
No Action will be conducted, because there are already existing Sales Lines with the To No. Item or because there are already Quantities on a Pick Document Line or because there is a Related Order connected to the Sales Line. This can be seen in the fields on the Replacement Sales Lines if you scroll to the right. If you try to change the None into Replace or Delete and the Sales Line is already on a Pick Document, or there is a Related Order, an error message will appear:
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Update |
The Unit Price and Sales Line Discount can be recalculated based on the current Sales Prices and based on the entries in the FastTab Replace/Update Settings. The fields Location Code, Shipment Date and/or Period Code can be changed based on the entries in the FastTab Replace/Update Settings. |
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Partly Replace |
If there is an open Pick Document Line for a Replacement Sales Line, and the Pick Line Quantity (Qty. to be Picked) on the Pick Document Line is less than the Outstanding Quantity of the Sales Line, the Action will be set automatically to Partly Replace if you have chosen the Replacement Type Replace. |
The chosen Replacement Type in the Header also determines the choices you can change manually:
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Replace |
Only Replace or None |
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Update |
Only Update or None |
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Delete |
Only Delete or None |
A checkmark will automatically appear if there is already an open Sales Line for the same Customer with the To No. Item in it.
In that case, you can see the existing Sales Line (s) via Related, Function, Existing Sales Line Replacement No.
The rest of the fields of the Replacement Sales Line contain information of the specific open Sales Lines.
The fields Price Determination, Recalculate Line Discount, To Shipment Date and To Period Code can still be changed per Replacement Sales Line. These fields are default filled with the content of the fields of the Replacement Line and the fields on the FastTab Replace/Update Settings.
You can see all the Sales Lines of the Sell-to Customer No. of a Replacement Sales Line via Related, Function, Existing Sales Line Customer.
You can see the information of the current Replacement Sales Line by click on the Sales Document No. and then click Open full list and in the Sales List click Show Document.
If a Replacement has not been posted yet, but you did already create the Replacement Sales Lines by clicking (Home), Replacement Sales Lines, the Replacement got the Status Active.
In that case, it is not possible to change the Replacement Lines anymore; you will even get an error message if you try to change the Replacement Lines or add new Replacement Lines:
To be able to change Replacement Lines anyhow, you need to click (Home), Reopen Replacement Document. In that case, you will get a message:
By clicking Yes, any created Replacement Sales Lines will be deleted again, and the Status will be empty again.
After you have created the Replacement Sales Lines – and have changed the Actions for those Lines if necessary – you can Post the Replacement by clicking (Home), Post, or by pressing F9.
You will get a message to continue:
Click Yes.
After the Posting of the Replacement the fields Status (will be set to Posted), Posting Date (will be set to Windows Date) and Posted by (will be set to the User-ID) in the Header are updated.
After Posting, nothing can be changed anymore on this Replacement Header and now you cannot Reopen the Replacement anymore.
If you now click (Home), Replacement Sales Lines, you will only see the Sales Lines, that have been replaced/updated/deleted.
Now, also the fields To Unit Price and To Line Discount % will be filled with the new values of the replaced/updated Sales Lines.
For the Replacement Sales Lines with Action = Replace the original Sales Lines with the From Item in the Sales Line will be deleted and new Sales Lines will be created for the To Item.
For the Replacement Sales Lines with Action = Delete the original Sales Lines with the From Item in the Sales Line will be deleted.
For the Replacement Sales Lines with Action = Update the original Sales Lines with the From Item in the Sales Line will be changed.
For the original Sales Order S0002 from the picture above, in which the Master 2110 in Color 99 Black was ordered, and the Matrix looked like:
After posting, the Matrix will look like: 
The quantities of the color 99 Black sizes XS-XL have now been replaced by the color 20 Royal Blue.
If an original Sales Line is already partly shipped, the Status of that Sales Order will be Released.
The posting of the Replacement will be conducted, but after the Posting of the Replacement,
the Status will be Open again.
Therefore, you know something has happened and you might have to Release it again manually because of using Warehouse Management.
If the Action was Replace, the Quantity on the original Sales Line will be changed into the Shipped Quantity and a new Sales Line will be created for the Outstanding Quantity.
By clicking Actions, Manage, Expand All, all the Matrix Lines of the Replacement will be expanded; you will see the Matrix Lines and the related Item Lines.
By clicking Actions, Manage, Collapse All, all the Matrix Lines of the Replacement will be collapsed; you will only see the Matrix Lines.
You can add a TRIMIT Workflow to your Replacement.
For the TRIMIT Workflow, you can also copy it by using a Workflow Template with the Use for All or Replacement.
See White Paper – TRIMIT Workflow for more details regarding the TRIMIT Workflow.
The Report Replacement Statistics gives an overview of all the filtered Replacements.
Click Reports, Replacement Statistics to run the report.
You can also run it in a Role Center by clicking Search and look for Replacement Statistics.
On the Options FastTab, you can determine in which order the information should be printed:
Blank, Customer, Action, or Reason Code.
If Sorting is blank, the information will be printed in the sorting of the Replacement Header Numbers.
The report will only show the Lines, which are really replaced, updated, or deleted.
There is also a report that you can add to the Page Actions FactBox in the Replacement or in the My Actions in a TRIMIT Role Center.
Report 6037123 Replacement Call List.
This Report will show you for one specific Replacement Header – which need to be entered - , the Sales Lines that have been replaced, deleted, or updated. The Report can be sorted by Customer, Salesperson, Salesperson 2, or Salesperson 3.
