Change 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.
Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list. The program displays existing cross-references for that customer.
Select the customer item number that you want to change and click Select.
Enter the correct data. See Create a Customer Number to Item Number Cross-Reference for field descriptions.
Choose the appropriate options:
To |
Do This |
Accept the data |
Click OK. |
Exit without changing this customer item number |
Click Cancel. |
Update the record |
Click Apply. |
Delete this customer item number |
Click Delete. See Delete. |
Enter or change notes |
Click Notes. See Enter or Change Notes. |
Enter data in custom fields your company uses |
Click User. See Enter Data in User or Shadow File Fields. Note |
View related information |
Click View. See The View Button. |
Display, add, or change customer contact information |
Click Contact. See Enter Customer Contacts. |
Choose the appropriate options when 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 customer's item number |
Click Sort options. Click a sort order or click Cancel to end this action. |
Exit this customer |
Click Exit. |
When you click Exit, enter another customer number or exit the program.