Define Item Related Data for a Customer

This document explains how you connect the item related data to a customer.

You connect the customer to an item to:

Create an alias number for the customer's item
Define default configuration for customer's item
Automatically display the item data in full-screen order entry in 'Customer Order. Open Line' (OIS101/H2).

Outcome

The item is connected to a customer and the customer-item relation is defined.

The item related data is used in various scenarios in M3. Some examples of uses are:

To automatically display the item data in full-screen order entry in 'Customer Order. Open Line' (OIS101/H2)
To enter a customer specific name for an item, the alias number. The alias number is used during customer order entry.

The following tables are updated:

Alias Numbers - MITPOP
Customer Items - OCUSIT.

Before you start

A customer must be created in 'Customer. Open' (CRS610). See Enter Preliminary Customer.
An item must be created in 'Item. Open' (MMS001). See .
The Alias type must be set to 06 in the 'Customer. Open' (CRS610/F) or during order entry in 'Customer Order. Open Line' (OIS101/H2).

Follow these steps

Start 'Customer. Open' (CRS610/B).
Select the customer for which the item related data needs to be defined.
Select option 13 = Item/Customer to start 'Customer. Connect Item' (OIS005/B).
Select the item number to be connected to the customer and option Create.
Specify the relevant item data on the E and F panels. See the Parameters to Set section for more detailed description.
Press F3 to return to 'Customer. Open' (CRS610/B).

Parameters to set


Program ID/Panel	Field	The field indicates …
OIS005/B)	Customer number	…the customer number for which an item is needed to be connected. If a reasonability check should be carried out against a buying pattern during customer order entry, the customer number can be left blank. In this case, reasonability limits can only be specified for each item, and will apply when there is no customer/item combination.
(OIS005/B)	Item number	…the item number (or for Maintenance, the item/equipment number), which is a unique ID for an item. An item is entered and maintained in 'Item. Open' (MMS001).
(OIS005/E)	Alias number	…an alias for the customer's item number. This information is used as an alternative search key at order line entry. This alias is also displayed by default on the CO line. Note that this information is optional.
(OIS005/E)	From date	…the date as of when the alias number or customer's item number is valid.
(OIS005/E)	To date	…the last date the alias number or customer's item number is valid.
(OIS005/E)	Reasonability check method	…how the reasonability check is made during order line entry. The valid alternatives are: 0 = No check. 1 = Check against specified minimum and maximum quantities per customer and item 2 = Check against an average of the customer's last three purchases. Allowed deviation is calculated according to a reasonability table 3 = Check generally per item, regardless of ordering customer.
(OIS005/E)	Minimum Quantity	…the minimum quantity the customer may order without a warning being issued. A check is then made in connection with customer order line entry. If no minimum quantity is entered, no check is made against the minimum quantity.
(OIS005/E)	Maximum Quantity	…the maximum quantity the customer may order without a warning being issued. A check is then made in connection with customer order line entry. If no minimum quantity is entered, no check is made against the maximum quantity.
(OIS005/E)	Salesperson	…the salesperson responsible for the combination of customer and item. A salesperson can be connected to a customer order type. You must enter *CUIT for the salesperson in 'CO Type. Update Field Selection' (OIS014/J) to retrieve the salesperson from the customer's item.
(OIS005/E)	Responsible	…the person responsible for the combination of customer and item.
(OIS005/F)	Dangerous goods indicator	…the partner's demand for lot number specification. This is used as information in ASNs, on delivery documents and labels. The valid alternatives are: 0 = No reference or break on lot number 1 = Reference to but no break on lot number 2 = Reference to and break on lot number.
(OIS005/F)	Pilot part	…if this item is classified as a pilot part. A pilot part does not require a sales price or a cost price in customer order entry.
(OIS005/F)	Material handling code	…the partner's material handling code. It is used as information on documents and labels.
(OIS005/F)	Partner's engineering change order no	…the customer's engineering change order number. This is used as information on documents and labels.
(OIS005/F)	Engineering change order date	…the date for the customer's engineering change order. This is used as information on documents and labels.
(OIS005/F)	Partner design revision number	…the partner's design revision number. This is used as information on documents and labels.
(OIS005/F)	Expiration time adjustment – days	…the changes to the expiration date that is printed on sales price labels in 'Customer Order. Print Sales Price Label' (OIS615). Enter these as number of days for an item/customer combination. Consumption date will be calculated from expiry date adjusted with the adjusted expiry dates. Consumption date= +/- adjusted expiry days.