How model substitutes are supposed to work (OTB)

[Nikola1]

I have a very difficult time understanding how model substitutes should work. I went trough the documentation; trainings and any community post I could find.

In the product documentation there isn`t much but it does state

“Substitute models can be used with work management transfer orders. Substitute models are not used in procurement part sourcing.” – but even that I can`t understand.

I`ll be very grateful if someone can explain that to me. I tested with:

I have Model A and Model B. For ease of testing each is substitute to the other. Now in a Stockroom I have one Asset available from Model B.

When I make a request for Model A – my expectations are that the sourcing task will somehow show me that I have a Local stock of item B as substitute.

I don`t see the “Transfer order” playing any role here as the substitute is available in the same location?

I also tested having one available substitute Asset in a Stockroom with set Service Location but still no option in the sourcing task.

I feel I`m missing something!

[jmshookem]

Hello Nikola,

Please lmk if you found a solution to why substitute models are not showing up as local or transferable stock