Assigning an Item to a Customer

You can assign an item to one or more customers in Item Customer (ICU) so that certain information is automatically shown on sales transactions for the item.
  1. From the Action menu within Item Master select Item Customer or select Item Customer (ICU) from SunSystems.
  2. Specify this information:
    Item Code
    The code for the required item. If the form has been selected from within the item master this field is populated automatically from the item record currently open.
    Item Description
    This field is automatically populated once the Item Code has been entered.
    Customer Code
    The code for the required customer. This must already exist.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Batch Uniformity
    If Yes is selected issues must always be made from the same batch when selling to this customer.
    Selling Price
    The price to be used as the default price for selling the item to this customer.
    Currency Code
    The code for the currency of the selling price.
    Customer Item Code
    The code used by the customer for the item. This can be printed on reports and documents.
    Customer Item Description
    The description used by the customer for the item. This can be printed on reports and documents.
    Delivery Lead Time
    The length of time it takes to deliver the item to this customer. This is used in conjunction with the setting for Minimum Acceptable Shelf Life in order to avoid the allocation of expired items to an order.
    Delivery Lead Time Unit
    The unit to be used for the delivery lead time. For example, minutes or days.
    Minimum Acceptable Shelf Life
    The number of days of the minimum acceptable shelf life for the item.
    Default Unit of Sale
    The unit of measure to be used as the default for selling the item to this customer.
    Order Increment
    The step increments of order quantities for the item. For example, if this field is 5, the order quantities may be 5, 10, 15 and so on.
    Order Unit Only

    Indicates whether or not this customer accepts only the unit they originally ordered in, or if they accept an alternative unit. The allocations process selects in this unit only if it is set.

    Order Quantity Tolerance

    Specifies a percentage tolerance above or below the order quantity that the customer accepts for deliveries.

    Sales Restrictions
    Specifies any restrictions on sales of the item to this customer. This is for information only.
  3. Save your changes.