Create a Customer Number to Item Number Cross-Reference

Use the Customer Item Maintenance (CIX) program to create, change, and delete a cross-reference from a customer's item number to your item number. See Road Map for work flow.

  1. Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.

  2. Click Add. The program prompts Cust item no.

  3. Enter the customer's item number (30 alphanumeric characters maximum) that you want to cross reference your item number.

    Note
    If you enter a customer item number that is the same as your item number, the program displays this message: The customer item number is a standard item number, if you continue this customer can never order this standard item unless you use the same number. For example, for this customer to order your item number 1, the customer's number for this same item must also be 1.

    Click the continue button.

  4. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Item number

Required
24 alphanumeric

Enter your number for this item or click the Lookup icon and use the standard lookup options to select the item from a list.

Cust item desc

Optional
30 alphanumeric

Enter the customer's description of the item.

This description displays in the Price Lookup (PLU) program for the customer item number that you enter. It also prints if you print the customer item number in these programs: Sales Order Print (OP), Packing Slip Print (OPAK), Packing List Print (OPL), Acknowledgment Print (OPS), and Invoice Print (RP).

Cust ECL

Optional
10 alphanumeric

Enter the Engineering Change Level for this customer item, which prints on the packing slip and invoice after the customer item description.

Cust controlled item?

Optional

Select if this is a customer-controlled item or leave it blank if it is not.

Eng contact

Optional

Select the engineering contact person.

Reviewed by

Optional

Select the person who reviewed the cross-reference.

Review date

Optional
10 date

Accept the displayed date or select the date the item cross-reference was reviewed.

Last approval date

Optional
10 date

Select the date on which the item cross-reference was last approved.

Approved by

Optional
35 alphanumeric

Enter the name of the person who approved the item cross-reference.

Cust drawing no

Optional
35 alphanumeric

Enter the customer's engineering drawing number.

Cust reference no

Optional
35 alphanumeric

Enter the customer's approval reference number.

Cust-specific UPC

Optional
30 alphanumeric

Enter your Universal Product Code (barcode) for this item.

If the option to validate the UPC code is active, the customer-specific UPC cannot be the same as an item UPC code.

Cust contact

Optional

Select the customer contact for the item cross-reference.

Cust controls

Conditional / Optional

Select the changes to the item that are controlled by the customer.

These selections only display if you set up control codes in the Customer Item Control Codes Maintenance (TCICC) program.

When you complete these fields, the program displays the Description and XREF fields from your item's record in the Enterprise Item Maintenance (IM) program.

  1. Choose the appropriate options:

To

Do This

Accept the data

Click OK. The program prompts Cust item no. Enter another item number for this customer or leave blank to exit.

Exit without creating this cross-reference

Click Cancel. The program prompts Cust item no. Enter another item number for this customer or leave blank to exit.

Update the record

Click Apply.

Delete a saved record

Click Delete.

Enter notes

Click Notes. See Enter Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

Note
This button displays only if you have set up user-defined fields for this program in the User Fields Maintenance (XMO) program.

View related information

Click View. See The View Button.

Display, add, or change customer contact information

Click Contact. See Enter Customer Contacts.

  1. Choose the appropriate options with you click OK or Cancel:

To

Do This

Add another cross-reference

Click Add.

Delete the selected cross-reference

Click Delete. See Delete.

Copy the selected cross-reference

Click Copy. See Copy.

Display the selected cross-reference

Click Select.

Print the customer item number listing

Click Print. See Print.

Sort by your item number or the customer's item number

Click Sort options. Click a sort order or click Cancel to end this action.

Exit the program

Click Exit.

  1. When you click Exit, enter another customer number or exit the program.