Master Records > Customer Inventory > Set Up Customer Inventory

The Customer Inventory Maintenance function allows you to set up customer inventory records for your customer. These customer inventory items are not new inventory items; rather, they are records that cross-reference your customers’ item numbers to identify with your inventory item numbers. In this record, you can maintain your customer’s inventory item number, item description, and unit of measurement as well as the quoted sales price. You will use this record when creating sales orders, sales quotes, and invoices and in printing packing slips and pick lists.

If you activate the Use Customer Item # for SO/Invoice Entry setting in the Customer Maintenance function you can easily view the customer’s item information and own inventory item information as well. It sets the system to use in your sales transactions the item number, description and unit of measurement from the information in the customer inventory record.

Note: If you have activated pricing options which are of a higher level in the pricing hierarchy, the default prices for inventory items when you add them in the invoice will depend upon the pricing hierarchy. For more information, refer to the Pricing Hierarchy Explained section.

To set up a customer inventory record, perform the following steps:

1.Access the Customer Inventory Maintenance function from the Inventory group under the Maintenance menu of the Sales Order or Accounts Receivable module.

2.In the Customer # field, enter the number of the customer for whom you want to set up a customer inventory record. Alternatively, you may click the Lookup button to display the Search window where you can select a customer number.

Note: When you enter the customer number and you set up customer inventory records for this customer, any inventory item that you have already cross-referenced for this customer are displayed in the grid along with its related information. Additional information about the item currently highlighted in the grid is displayed in the Details tab.

3.The Currency field displays the customer's home currency.

4.In the Customer Inventory grid, perform the following steps:

4.1. Click the Append row to end button in the grid toolbar to activate a new line in the grid.

4.2. Enter the appropriate values in the following fields:

oItem #

Enter in this field the number of the inventory item for which you want to create a customer inventory record for this customer. You may click the Lookup button to display the Key Search window where you can select an item number.

If there are existing customer inventory records for this customer, these will display in the grid with the item details of the inventory record.

oDescription

This field is read-only and shows the item's decsription based on the item's inventory record.

oSpecification

This field is read-only and shows the item's specifications, if any, based on the item's inventory record.

oCustomer Item #

Enter in the Customer Item # field the customer’s number for the inventory item which you are creating a customer inventory record. If the Use Customer Item # for SO/Invoice Entry option is marked in the Settings page of the Customer Maintenance function, you will use this number when you create sales orders, sales quotes or invoices for this customer.

oDescription

Enter in this field the appropriate customer’s description of the inventory item that could have been provided by the customer.

oU of M

Enter in this field the corresponding unit of measurement used by the customer for this particular inventory item.

Note: Any unit-of-measurement code that you enter for the customer must be set up using the Unit-of-Measurement Maintenance function in the Inventory Control module before it can be applied in the U of M field.

oContract Price

Enter in this field the contract price you are willing to offer to the customer for the item. (This field is accessible if the Pricing Control module is installed and activated in the system.)

oList Price U of M

This field displays the item's current List Price based on the unit-of-measurement entered in the U of M field.

oToday's List Price

This field displays the item's List Price affective at the time the customer inventory record is accessed. This is possible if there are multi-level list prices set up for the item with different effective dates.

oCurrency

This field shows the customer's currency used for the customer inventory record.

4.3. For subsequent grid entries, you may click the Append row to end button to activate a line below the currently selected line in the grid or click the Insert row before current button to insert a blank line above the currently selected grid line. Add an entry in the grid for every customer inventory record that you want to create.

If you want to delete an entry in the grid, select the row and click the Delete selected rows button.

5.When you are ready to save this record, click the Save button in the function toolbar; otherwise, click Cancel.