A one-way substitution from an item to another item that can replace it, set up on the original item's Related tab. A Superseded alternate in force today replaces the item on new sales order, invoice, purchase order, quote, opportunity and service order lines when they are saved, before pricing, and the requested item is kept in Original Item. Picking a superseded item on web sales order, purchase order, invoice and requisition lines opens an Alternate Items dialog with the successor preselected. Every alternate is listed in the Item 360 panel's Alternate Items card on line quick-add forms, where a user can swap the line onto it. Alternates never move stock or change prices.
Fields
| Field | Label | Type | Required | What it does |
|---|
AlternateItemId | Alternate Item | Lookup → Item | | The item that can be used instead of the original; the item a document line is switched to. |
AlternateItemName | AlternateItemName | LongMultiLineText | | An optional stored display name for the alternate item, on no form. When filled it is shown instead of the alternate item's own name in the Item 360 card and the Sense suggestion; it is not kept in step with the item. |
AlternateType | Alternate Type | PickList | | How the alternate is used. Superseded: new document lines are switched to the alternate item while it is in force, and the web Alternate Items dialog opens. Optional/Interchangeable, empty, or any other value: only listed in the Item 360 panel, never swapped automatically. The Sense alternate suggestion words a value of Refurbished differently. Values: Superseded, Optional/Interchangeable. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
EffectiveFromDate | Effective From Date | Date | | First day the alternate applies. Empty means it applies from the start. Before this date new lines are not switched and the dialog and Item 360 panel do not list it. |
EffectiveTillDate | Effective Till Date | Date | | Last day the alternate applies, as set on the forms. Empty means no end. The automatic switch on new lines uses it when the effective-to date is empty; the web dialog, the Item 360 panel and the Sense suggestion do not read it, so they keep listing the alternate after this date. |
EffectiveToDate | EffectiveToDate | DateAndTime | | A second end date that is on no form. When set, the automatic switch uses it instead of Effective Till Date, and it is the end date the web dialog, the Item 360 panel and the Sense suggestion read. |
ExternalId | External | Text | | An identifier from an external system, for imports and integrations. Not used by alternate logic. |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup → Item | | The original item that the alternate replaces. Filled in when the record is created from the item's Related tab. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | | A name for the alternate record. Required, up to 100 characters and unique across the organization; there is no automatic numbering in the shipped setup. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
QuantityAvailable | Available | Decimal (calculated) | | A stored availability figure on the alternate record. It is not live stock and is not refreshed from stock. The Item 360 panel shows live stock instead; the Sense alternate suggestion only considers alternates where this stored figure is above zero. |
QuantityInHand | In Hand | Decimal (calculated) | | A stored in-hand figure on the alternate record. It is not live stock and is not refreshed from stock; the Item 360 panel shows live stock instead. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in line |
EditInList | Edit | EditInline | Edit in List Header |
New | New | New | New |
