Update Customer Part Acquisition Value

Explanation

This activity is the update of your customer's acquisition values for their parts that are kept as customer-owned stock in your inventory. Typically, this is done when you receive new or updated acquisition value information from a customer. If multiple part acquisition value records for a customer are to be updated to the same value, they can be handled together.

Prerequisites

An appropriate acquisition value level should be set in Customer/Order/General tab under Customer Owned Stock group box.

Part should exists in the inventory with the ownership Customer Owned.

System Effects

The selected part acquisition value records for the customer are updated with the new value. These values are used when viewing information about the customer-owned parts in stock, in Inventory Part In Stock.

If a note is entered, it is available in the Customer Part Acquisition Value window for future reference, along with a history of previously registered information. 

Window

Customer Part Acquisition Value
Customer Part Acquisition Values

Related Window Descriptions

Customer Part Acquisition Value
Customer Part Acquisition Values
Update Customer Part Acquisition Value

Procedure

From the Customer Part Acquisition Value window:

  1. Query for the appropriate customer part acquisition value.
  2. Choose Update Customer Part Acquisition Value... in the Operations menu. The Update Customer Part Acquisition Value dialog box opens.
  3. In the Acquisition Value field, indicate the value to which the customer part acquisition value should be updated. The value should be in the customer's currency, which is displayed in the Currency field.
  4. In the Source list box, indicate the source of the updated customer part acquisition value, which can be either an estimated value or an actual value that has been received or agreed on with the owning customer.
  5. Optionally, you can add additional information and comments having to do with the update in the Note field. By double-clicking the field, you will access a bigger text editor.

From the Customer Part Acquisition Values window:

  1. Query for the appropriate customer part acquisition values. They must all be for the same customer.
  2. Choose Update Customer Part Acquisition Value... in the Operations menu. The Update Customer Part Acquisition Value dialog box opens.
  3. In the Acquisition Value field, indicate the value to which the customer part acquisition values should be updated. The value should be in the customer's currency, which is displayed in the Currency field.
  4. In the Source list box, indicate the source of the updated customer part acquisition value, which can be either an estimated value or an actual value that has been received or agreed on with the owning customer.
  5. Optionally, you can add additional information and comments having to do with the update in the Note field. By double-clicking the field, you will access a bigger text editor.