Creating Customer/Vendor Specific Part Number Templates

Use a customer/vendor specific part number template to create default values for fields on a Customer/Vendor Specific Part Number record. Copy this template when you define new part numbers for a customer or vendor. The template enables you to quickly enter similar data for several products.

When you copy the template, it does not override pre-existing data.

To create a customer/vendor specific part number template:

1. Display the Customer/Vendor Specific Part Numbers screen.

2. Use the Template hot key to display the Customer / Vendor Specific Part Number Template screen.

3. In the Product Description field, enter the Eclipse product description for the part numbers to enter in this template.

4. In the Location field, enter the location code to assign the same warehouse storage location to the part numbers.

5. In the Min field, enter the minimum on-hand quantity of the item to maintain in inventory.

6. In the Max field, enter the maximum on-hand quantity of the item to maintain in inventory.

7. In the Purchase Order field, enter the purchase order number to use when the item using this part number is ordered.

8. In the Break Point field, enter the number to assign to the customer-defined code, or break point, to the part numbers you enter in this template.

   The system assigns this break point to orders it generates for this product.

   Use break points to generate multiple orders that are delivered to different locations. When RDC generates an order and encounters a product with a different break point, a new order is started.

   This field applies to the use of the replenishment number (!), assigned to products for use with Remote Data Collection. When you use RDC to order a product, the system uses this number to recall the customer name and billing information, Eclipse part number, location, and minimum and maximum values.

9. In the Release Number field, enter the customer or vendor's release number to use when the item using this part number is ordered.

10. In the Comment field, enter any additional information about the part numbers you enter in this template. This comment displays when a customer orders this product.

11. In the Basis field, enter name of the price basis to use to calculate this item's price or cost.

12. In the Formula field, enter the formula to use to calculate this item's price or cost.

13. Press Esc to save the information and return to the Customer/Vendor Specific Part Numbers screen.

See Also:

Customer/Vendor Specific Part Numbers Overview

Entering Customer/Vendor Specific Part Numbers

Copying Customer/Vendor-Specific Part Numbers