To enter customer/vendor specific part numbers:Enter customer/vendor specific part numbers to cross-reference the customer's product numbering scheme with part numbers assigned on your system. The customer/vendor-specific part number retains the product's original part number while matching part numbers for customers. You can assign more than one customer/vendor specific part number to a product and each product can have its own sell price and comments.
To enter customer/vendor specific part numbers:Display the Customer/Vendor Specific Part Numbers screen.
The Cust/Vendor field displays the customer or vendor name from the previous screen.
To enter an alternate source for customer/vendor-specific part numbers for this entity, enter the name of the alternate customer or vendor in the Alternate Cust/Vendor field.
For example, when you enter a customer-specific part number on an order, the system searches the customer-specific part numbers defined for the primary customer, but if it does not find the product, it searches the customer-specific part numbers defined for the alternate customer.
In the Product Desc field, use up to 28 alphanumeric characters to enter a product description.
In the Customer /Vendor Part # field, enter the customer or vendor part number for this product. For more information, see Creating, Editing, and Deleting Customer/Vendor-Specific Part Numbers.
In the Location field, enter the location code if the customer stores inventory parts using location codes. Enter a code for every product on this screen, if you use location codes. The scanned item must match this location code to create an order.
If you change a product location, the system warns that you will update all consignment locations in Product Location Maintenance. Select whether to update locations for this customer only, or for all locations.
Note: You can create bar code labels for locations that you can scan with the PDT 3100.
Use the Add Line hot key to add all the products in a price line to the Product Description column as follows:
At the Select Price Line prompt, enter the price line ID.
At the Use the Product ID for the Customer/Vendor Part # prompt, enter Y to use the Eclipse part number for the product as the Customer/Vendor part number. The system precedes the part number with an @ symbol in the Customer/Vendor Part # field. When you add these products to an order, the "Your Part #" note does not display with the line item on the order.
At the next prompt, enter the cost code that identifies the phase in a project for which the products within this price line are used, or press Esc to continue.
To add additional information, use the View hot key and select any of the following options:
Location – This is the default view.
For each product listed, enter the information for any of the following fields within the listed views:
|
In the field... |
Do the following... |
|
Basis |
Press F10 and select the pricing or costing basis name to use with the entry in the Formula field. The system uses these entries to calculate the price on printed custom retail price labels for the product. This entry does not affect product pricing. |
|
Formula |
Enter the pricing or costing formula to use with the entry in the Basis field. The system uses these entries to calculate the price on printed custom retail price labels for the product. This entry does not affect product pricing. |
|
Customer/Vendor Part # Comment |
Enter comments to attach to the product description. These comments print with the description when the product is ordered. |
|
Min |
Enter the minimum quantity of this product to maintain in inventory. If the inventory quantity falls below this number, the system adds the product to the order. |
|
Max |
Enter the maximum quantity of this product to maintain in inventory. When the inventory falls below the minimum level specified in the previous field, the system calculates how much product to order to bring the current inventory quantity up to this amount. |
|
Level |
This view-only column displays the last level entered through RDC. This level is the level at which the system is triggered to replenish this product. For example, if the Min is set to 30 and the Max is set to 45, and the Level is set at 35, when inventory drops to 35, the system notifies the Warehouse Operation Queue to generate replenishment tasks. |
|
Line Tax |
Enter one of the following to determine if tax is charged on the product:
If you leave the column blank, the system uses tax rules set up on the Customer Sales Tax screen. For more information, see Creating Tax Jurisdiction Codes. |
|
Tax Code |
Press F10 and select the tax code to use for this line item. |
|
Print Override |
Substitute a system-generated replenishment ID in place of a customer-defined part number assigned to this product to print on orders, shipping tickets, and invoices. Press F10 and select a pre-defined customer/vendor-specific part number. |
|
Cost Code |
Enter the cost code number as follows:
|
|
Release Number |
Enter the customer's release number to assign to orders the system generates for this product. 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. |
|
Purchase Order |
Enter the customer's purchase order number. The system assigns this number to any order it generates for this product. 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. |
|
Break Point |
Enter the customer-defined code, or break point. 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. |
Use the following hot keys as needed:
|
To... |
Do the following... |
|
add products from a price line with system-generated part numbers. |
Use the Add Line hot key, and enter the price line ID. The system prompts to use the product as the part number. If you enter Y, the system prompts for a cost code for the price line. |
|
copy one or all customer/vendor-specific part numbers from one customer or vendor record to another customer or vendor record. |
Use the Copy hot key. |
|
set parameters for printing custom labels for customers or vendors |
Use the Print Label hot key. |
|
Select the product to view and use the Detail hot key. |
|
|
arrange the list of part numbers in a different order |
Use the Sort hot key to select one or the following sorting options:
|
|
Use the Template hot key. |
|
|
Use the Excel Export or Excel Import hot keys. |
|
|
Use the Subs and Change Primary hot keys. |
Press Esc to save this information and return to entity record.
See Also:
Customer/Vendor Specific Part Numbers Overview
Creating, Editing, and Deleting Customer/Vendor Specific Part Numbers
