Product Extended Product Cross Reference Setup - Reference field descriptions

Fields are presented in alphabetical order within each section.

Search

By Product: Select this option if you want to search for cross-reference records by product.
By Reference: Select this option if you want to search for cross-reference records by reference.
Product: Specify the product by which you are conducting your search. This field corresponds to the Product field on the record.
Reference: Specify the reference by which you are conducting your search. This field corresponds to the Reference field on the record. The value can be another product or an identifier, such as a barcode.
Search Type: To limit the search results, select a cross-reference type. Select All to view all cross references for the specified product or reference.

General

The fields that are displayed in the General section depend on the option you select in the Type field.

Type

Select the type of cross-reference record you want to create.

You can select one of these types:

Auto Price

Select this option if this is an auto price manufacturer's product.

Auto Price Reference

The manufacturer's product number or NAED # from the import file.

Product

Specify the product that is interchanged with the automatic pricing number specified in the Auto Price Reference field. If a new automatic pricing number is imported, it is added directly to Product Setup, Product Catalog Setup, or Product Warehouse Product Setup if you created these records in Product Import. If you specify a catalog product, you must confirm that the value is correct.

Product Import

The Product Import record number will be used when the product file is imported in Product Import. This number, along with the Auto Price Reference number, is used to match to the product information imported from your pricing service or vendor. This helps differentiate one vendor's pricing information from another's for the same product.

Barcode

Select this option if this is a barcode product cross reference.

Barcode Reference

Specify the manufacturer's barcode number for a stock product, nonstock, or a catalog product.

You can also use this field to create hotkey names for products that operators have difficulty remembering. For example, product 12J90GL456 might be difficult to remember, but you could specify champ spark plug as the hotkey name. When operators specify the hotkey name in the Product field of these inquiry or lookup functions, it is automatically replaced by the actual product name:

Sales Order Inquiry
Purchase Order Inquiry
Transfer Inquiry
Product Availability Inquiry
Product Warehouse Product Setup

Product

Specify your product that directly relates to the barcode product. If you specify a catalog product, you must confirm that the value is correct.

Unit

Specify the standard unit for this manufacturer's product. The unit is defaulted at the same time as the order quantity.

Stock Unit

The stocking unit for the product.

Interchange

Select this option if this product is an interchange product.

Interchange Reference

Specify the product or character string to be used as an interchange. You can set up interchanges for catalog products or nonstock products set up in Product Catalog Setup. If you specify a product that is already set up in your inventory system, this message is displayed:

For Interchanges, the Alt Prod cannot be valid

Product

Specify the product in your inventory that is 100 percent interchangeable with the Interchange Reference. If you specify a catalog product, you must confirm that the value is correct.

Option

Select this option if this product is an optional product.

Option Reference

Specify the optional product that is related to the inventory product you specify in the Product field.

Product

Specify the product that relates to the optional product. If you specify a catalog product, you must confirm that the value is correct.

Substitute

Select this option if this is a substitute product.

Product

Specify the product being substituted. This product must currently exist in your inventory. If you specify a catalog product, you must confirm that the value is correct.When you select to create a substitute cross reference record, two records can be created: the substitute cross reference and its opposite, if you select to create its opposite on the Confirm Creating window. Any existing substitute cross reference records for the product remain as they are.

Sell Substituted First

Specify Company, Region, or Warehouse to require that all the available inventory for the substituted product within the area you select is sold before the substitute product can be sold.

If you specify Warehouse or Region, this restriction only applies to the warehouse specified on the order header or the region, which is determined by the Region on the Product Warehouse Description Setup record for the warehouse specified on sales order header.

If you select Company or Region, the operator might be required to a create a warehouse transfer or warehouse transfer direct order (WT DO) that is tied to the sales order line.

This setting applies to stock orders (SO) only.

You can use the authorization point, To Override Selling Super/Sub Product, to override this setting.

Substitute Reference

Specify the product that is the substitute for the product specified in the Product field. This product must exist in your inventory.

If the catalog product has been used as a supersede product, a Product Setup record exists. If a Product Setup record exists, the Confirm Creating window opens so you can create the opposite substitute record.

For example, suppose you have a record that identifies catalog Product 1 as a substitute for Product A. In the Confirm Creating window, you automatically create a record that identifies Product A as a substitute for catalog Product 1. During Sales Order Entry, you specify Product A, and it is substituted by catalog Product 1. If you are out of catalog Product 1 but still have Product A in stock, you can substitute Product A for catalog Product 1.

Bulk Delivery

The Bulk Delivery option is only available when maintaining a substitute Product Extended Product Cross Reference Setup record. Select this option to indicate this substitute product is a bulk delivery item.

This field is available only if Bulk Delivery Active is selected in SA Administrator Options-Documents-Sales Orders-Processing.

Note: The main product is not required to be a bulk delivery item.

Supersede

Select this option if this is a supersede product.

Product

Specify the product that is being superseded. This product must currently exist in your inventory or as a catalog product. If you specify a catalog product, you must confirm that the value is correct.

Sell Superseded First

Specify Company, Region, or Warehouse to require that all the available inventory for the superseded product within the area you select is sold before the supersede product can be sold.

If you select Company or Region, the operator might be required to a create a warehouse transfer or warehouse transfer direct order (WT DO) that is tied to the sales order line.

This setting applies to stock orders (SO) only.

You can use the authorization point, To Override Selling Super/Sub Product, to override this setting.

Supersede Reference

Specify the product that supersedes the product in the Product field. This product must currently exist in your inventory or as a catalog product. If you specify a catalog product, you must confirm that the value is correct.

If the catalog product has been used as a supersede product, a Product Setup record exists. If a Product Setup record exists, the Confirm Creating window opens so you can set up a substitute record for the supersede using the superseded product.

For example, suppose you have supersede record in which catalog Product 1 supersedes Product A and a substitute record in which Product A can substitute for catalog Product 1. During Sales Order Entry, you specify Product A, and it is superseded by catalog Product 1. If you are out of catalog Product 1, but still have Product A in stock, you can substitute Product A for catalog Product 1.

Upgrade

Select this option if this is an upgrade product.

Product

Specify the product that can be exchanged for an upgrade. This product must currently exist in your inventory or catalog. If you specify a catalog product, you must confirm that the value is correct.

Upgrade Reference

Specify the product that is an upgrade for the product entered in the Product field. This product must exist in your inventory.

User Fields

This section contains fields that are defined by your system administrator.

See custom user fields.