Entering Customer/Vendor Specific Part Numbers

Entering Customer or Vendor Specific Part Numbers

Enter customer or 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 or vendor-specific part number to a product and each product can have its own sell price and comments.

Note: If the Allow Multiple Products To Be Associated With One Customer Part #control maintenance record is set to Yes, you create a single customer part number and associate multiple products to it.

To enter customer or vendor specific part numbers:

The Customer or Vendor field displays the customer or vendor name from the previous window.

To enter an alternate source for customer or vendor-specific part numbers for this entity, enter the name of the alternate customer or vendor in the Alternate Customer or Alternate Vendor field. Example

In the Product Description column, enter a description of the product.

In the Customer PN or Vendor PN column, enter the customer or vendor part number for this product.

In the Location column, enter the location code if the entity stores inventory parts using location codes. More

To add all the products in a price line ID to the Product Description column, select File >Add Price Line and do the following:

At the Select Price Line prompt, enter the price line ID and click OK.

At the next prompt, if you want to use the product ID as the specific part number, type @. The system precedes the part number with an @ symbol in the Customer PN or Vendor PN columns. When you add these products to an order, the "Your Part #" note does not display with the line item on the order.

For more information about how the @ is used in Customer Product Ranking, see the explanation for the Products Without Customer Part Numberfield in Ranking Customer Productsin Accounts Receivable utilities.

Enter the cost code that identifies the phase in a project for which the products within this price line are used, or click Cancel to continue.

Use the Item > ChangeView option to change column views. For each product listed, enter the information for any of the columns within the listed views:

In the column...	Do the following...
Basis	Select the pricing or costing basis name to use with the entry in the Formula column. 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 column. 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 column, the system calculates how much product to order to bring the current inventory quantity up to this amount.
Level	Enter 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. This value can also be entered through RDC. Note: You must have the Allow Users To Modify Product Level On Entity Part Numberscontrol maintenance record set to yes to edit this field. This is new in Release 9.0.5.
Line Tax	Check the box to charge tax on the product: If you leave the box unchecked, the system uses tax rules set up on the Customer Sales Tax dialog box, and the system checks the bill-to, if applicable. See Creating Tax Jurisdiction Codes for more information.
Tax Code	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. Select a pre-defined customer/vendor-specific part number.
Cost Code	Enter the cost code number as follows: To the left of the decimal point enter a number for the job phase. For example, phase 1425 of a job might be rough-in, phase 1450 build-out, and phase 1490 might be finish work. To the right of the decimal point, enter a number representing the type of products used in this phase of the job. For example, 1425.1 might be rough-in electrical products, while 1425.2 might be rough-in plumbing products.
Release Number	Enter the customer's release number to assign to orders the system generates for this product. This column 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 column 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 column 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.

More Options for Entering Customer or Vendor Specific Part Numbers

The following are some common options you might use while entering customer or vendor specific part numbers:

To...

Do the following...

add products from a price line with system-generated part numbers.

SelectFile >Add Price Line, enter the price line ID, and click OK.

The system prompts to use the product ID as the part number. If you select Yes, the system precedes the part number with an @ symbol in the Customer PN or Vendor PN columns. When you add these products to an order, the "Your Part #" note does not display with the line item on the order.

copy one or all customer/vendor-specific part numbers from one customer or vendor record to another customer or vendor record.

Select the part numbers to copy and select File >Copy.

set parameters for printing custom labels for customers or vendors.

Select File >Print Labels.

see more detail about one part number.

Select the product to view and select Edit >Detail.

create default values for fields on a Part Number record.

Select Edit >Template.

import or export part numbers using Windows Excel.

Select Edit >ExporttoExcel or Edit > Import from Excel.

substitute products.

Select Edit >Substitute Products to create the list of products to use as substitutes, and then select Edit >Change Primary Products to substitute the product.