Enter Cross Reference Data
Explanation
This activity is used to create cross-references between
your sales part numbers and a customer's part numbers. This task is to
be performed by a material administrator, a logistics responsible or an equivalent
personnel.
When the customer assigns a name to a part that differs from that
used in the IFS system, you can enter the customer's part number and
description as a cross-reference. One sales part reference can be connected to
many customer part references. The descriptions can also be
different.
You can connect one or more sales parts to one or more customer's
parts. This function is useful if the customer wants to use their own part
numbers when they send you purchase orders.
This dual listing can be displayed on various documents, which makes it
easier for both you and your customer to accurately maintain records using
familiar part numbers.
This
functionality is particularly useful in a repetitive/schedule environment when
using EDI. Actually, it is required to establish a cross-reference in a multi-site
environment, even if the part numbers in the sites are the same.
This activity can also be used to enable self-billing
for a sales part.
Receiving advice information is useful for confirming
deliveries made to the customer. This activity can be used to indicate the
advice types that can be matched to deliveries of a certain part number, or to
disable the possibility to match receiving advice for a certain part number.
Receiving advice of type Arrived Goods only includes the arrived quantities and
the date on which the goods arrived. The Approved Goods type is used to receive
information from the customer about received and approved quantities, and the
dates on which the parts where fully inspected.
In customer scheduling, you can
create sales part cross-references directly in case the relation between your sales part
and the customer's part number is nonexistent. The ability to create
cross-references is made possible when a customer schedule agreement part is
being created.
Prerequisites
This activity has the following prerequisites:
- The customer record must have been entered and saved.
- The sales part must have been entered and saved.
System Effects
As a result of this activity:
- The sales part record is connected to a specific customer part
number that is used by the customer.
- Your sales part number can be entered on customer
order lines, and the customer's part number and description will automatically be
displayed.
- The customer's part number can be entered on
customer order lines, and your sales part number and description will automatically be
displayed.
- Both you and your customer can continue to use familiar part numbers
since both will be displayed on documents.
- The sales part will be available for self-billing
(When a customer order line is entered for this part, the Self-billing
check box on the customer order line will become automatically
selected, indicating that the part is available for self-billing).
- The receiving advice type will be set for the sales
part. This setting will take priority over the receiving advice type selected
on the Customer window.
- The value in the Minimum Remaining Days at CO Delivery field in
Inventory Part/Acquisition tab will be overridden by the value
entered.
Window
Sales Part Cross Reference
Related Window Descriptions
Sales Part
Cross Reference
Procedure
To perform this activity, follow these steps:
- Open the
Sales Part Cross Reference window and populate to see existing
data,
if desired.
- Create a new record.
- Enter a customer by entering the short code or selecting the ID from the List of Values. The
customer name and the default site will be automatically indicated. You can
change the site by using the short code or selecting the site from the List of Values in the
Site
field.
- Enter a sales part by entering the short code or selecting the ID from the List of Values.
- Enter the customer part number, customer unit of measure
and customer part
description.
- To make the sales part available for self-billing, select
the Self-Billing check box.
- Select a receiving advice type from the Receiving
Advice Type list. If you select Customer Default, the setting on the
Customer window will be used.
Note: If you want to enable both types of receiving
advice for the sales part, select Customer Default (from the
Sales
Part Cross Reference window) and Arrived and
Approved Goods (from the
Customer/Order/Message Defaults tab).
- Enter the number of days in the Minimum Remaining Days at CO Delivery field.
- Repeat steps 2 through 5 for any additional parts you want to cross-reference.
- Save the changes.