Capture the scope of the substitution
O-F requests six units of IT-D. Only four are ready. The supplied customer response accepts two units of IT-D2 for this line only, and the order owner confirms the item is suitable under the customer’s stated needs. No price change, technical equivalence or future standing permission is inferred.
| Order line | Original request | Permitted pick | Evidence |
|---|---|---|---|
| O-F / 1 | IT-D / 6 | IT-D / 4 | Original line retained |
| O-F / 1 / substitute | Short by 2 | IT-D2 / 2 | Customer reply CR-F; owner OK-F |
| O-G / 1 | IT-D / 3 | No substitute approved | CR-F does not apply |
Pick against the amended line
- Identify original shortage
- Propose exact item and quantity
- Record customer response and order decision
- Amend only the agreed line
- Check mixed-item pack contents
An ambiguous reply such as “that is fine” without a linked proposal leaves scope unresolved. Keep the substitute unpicked until the accepted proposal is identifiable.
The packing record must show four IT-D and two IT-D2, not six IT-D. Keep CR-F beside the change so a return or later question can be answered. Consent here is evidence of this business choice; the worksheet makes no legal claim about contractual acceptance.
May the same substitute be used on O-G because the customer accepted it on O-F?
Show the worked answer
No. O-F may pack four IT-D plus two IT-D2. O-G remains a three-unit IT-D request with no substitution permission recorded.