Customer Product Maintenance

Menu Path: Warehouse Management $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Product Relationships $Images\bluerarw.gif$ Customer Product Maintenance

Purpose

Define and maintain customer product code associations with your company's products.

Overview

Use Customer Product Maintenance to associate a customer’s product name and code with a specific product, with the intent that the name and code will appear on the packing slip, and optionally on the invoice. You can also set up cross references for units of measure for a customer product used for EDI. You must set up customer product associations before you can use Customer Forecast Management.

You can also import customer product information in Customer Product Import or import changes to customer product information in Customer Product Change Import.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Product Maintenance window.
New	Click this button to create a new customer product.
Update	Click this button to update the selected customer product.
Delete	Click this button to delete the selected customer product.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first product for a selected customer.
Prev	Click this button to display the previous product for a selected customer.
Next	Click this button to display the next product for a selected customer.
Last	Click this button to display the last product for a selected customer.
Count Detail	Click this button to display the EDI Inventory/Inquiry/Advice Count Details for the selected customer product.

Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code, or click the Lookup button to select a customer code.
Name (Customer)	Enter a customer name, or click the Lookup button to select a customer name.
Product Code	Enter a product code for which to define customer products, or click the Lookup button to select a product code.
Name (Product)	Enter a product name for which to define customer products, or click the Lookup button to select a product name.

Main Tab Fields and Buttons

Field or Button	Description
Default Customer Product	Select this check box to make this the default customer’s product code associated with this customer and the product code. Note There can be many customer’s product codes linked to a product code, but there can only be one that is the current default. Example Customer ABC has its own product code A101 that supersedes its previous model product code B101. Both B101 and A101 are linked to your product code 1243434, but A101 is now selected as the default.
Can be Packaged	Select this check box if the product can be packaged. For more information, see Cartonization FAQ.
Discontinued	Select this check box if the customer product is discontinued. This is informational only and can be communicated to customers by EDI 846.
Discontinued Date	If the customer product is discontinued, enter the date the customer product was discontinued, or click the drop-down arrow to select a date. This defaults to the current date. This is informational only and can be communicated to customers by EDI 846. This field is only enabled if the Discontinued check box is selected.
Customer's Product Code	Enter the product code assigned by the customer, or click the Lookup button to select a previously assigned customer product code.
Name (Customer's Product)	Enter the product name used by the customer.
Customer Mfg Code	Enter the customer's manufacturing code for the product.
Default Selling U/M	Enter the default selling unit of measure used in Order Entry when entering an order line item for this customer and product, or click the Lookup button to select a unit of measure. This must be the same type of unit of measure as the product unit of measure for the product, and this must be a selling unit of measure for the product. For information on setting up units of measure, see Unit of Measure Maintenance.
Customer UPC Code	Enter the customer’s UPC for the product. Note The customer's UPC cannot be used for Wireless Warehouse tasks.
Default Pkg U/M	Enter the default package unit of measure used with cartonization, or click the Lookup button to select a unit of measure. For more information, see Cartonization FAQ. This must be the same type of unit of measure as the product unit of measure for the product. For information on setting up units of measure, see Unit of Measure Maintenance.
Retail Price	Enter the customer’s suggested retail price (informational only; no other standard functionality).
Master Carton U/M	Enter the master carton unit of measure for the product, or click the Lookup button to select a unit of measure. If you enter a unit of measure in this field, you must also enter a unit of measure in the Inner Pack U/M field. This must be the same type of unit of measure as the product unit of measure for the product. This must be larger than and a multiple of the unit of measure entered in the Inner Pack U/M field.
Retail Label Type	Enter the customer’s retail label type.
Inner Pack U/M	Enter the inner pack unit of measure for the product, or click the Lookup button to select a unit of measure. If you enter a unit of measure in this field, you must also enter a unit of measure in the Master Carton U/M field. This must be the same type of unit of measure as the product unit of measure for the product. If a customer only has one case pack unit of measure, the inner pack unit of measure should be the base unit of measure for the product. This must be smaller than the unit of measure entered for the Master Carton U/M field.
Order Minimum	Enter the minimum quantity in the selling default unit of measure when the customer orders the product. If a value is entered in the Order Multiple field, this must be a multiple of that value. For more information, see Unit of Measure Fields FAQ.
Allocation Minimum	Enter the minimum quantity that can be allocated for the product in the selling default unit of measure. This overrides the allocation minimum value entered for the product in Product Maintenance and Product Location Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance. This value cannot be greater than the value entered in the Order Minimum field. If a value is entered in the Allocation Multiple field, this must be a multiple of that value.
Order Multiple	Enter the order multiple quantity in the selling default unit of measure when the customer orders the product. For more information, see Unit of Measure Fields FAQ.
Allocation Multiple	Enter a value of which a multiple can be allocated for the product in the selling default unit of measure. This overrides the multiple allocation value entered for the product in Product Maintenance and Product Location Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance.
EDI Price/Sales Catalog Status	Enter a one-character EDI price/sales catalog status code for the customer product (A for added, D for deleted, or S for substituted/changed). This field is only enabled if the Do Not Send EDI Price/Sales Catalog check box is cleared.
Do Not Send EDI Price/Sales Catalog	Select this check box to not include the product in the EDI price/sales catalog sent to the customer. For more information on exporting EDI price/sales catalogs, see EDI Price/Sales Catalog Export.
User Defined 1	Enter appropriate data for this user-defined field.
User Defined 2	Enter appropriate data for this user-defined field.
Exclude from EDI Inventory Inquiry/Advice	Select this check box to exclude the selected product from the EDI Inventory Inquiry/Advice files.
EDI Inventory Inquiry/Advice Count	This field displays the number of times zero quantity of the product was sent before excluding it from EDI Inventory Inquiry/Advice files. This field is only enabled when the users are provided access in User Profile Maintenance.

Cross Reference Tab Fields and Buttons

Field or Button	Description
Partner Code	Enter the trading partner's unit of measure for the customer product. This unit of measure should be equivalent to the unit of measure entered in the Apprise Code field, so that you can set up a cross-reference between the two units of measure.
Apprise Code	Enter the unit of measure your company uses for the product, or click the Lookup button to select a unit of measure. This unit of measure should be equivalent to the unit of measure entered in the Partner Code field, so that you can set up a cross-reference between the two units of measure.
Add	Click this button to add the cross-reference to the Cross References grid.
Delete	Click this button to remove the selected cross-reference from the Cross References grid.
Cross References	This grid displays cross-references for the customer product used for EDI.