Product Extended Product Cross Reference Setup - Reference overview

Auto Price

(Type T) Automatic pricing is price information that is updated by a pricing service bureau. It specializes in providing pricing and descriptive product information or by a manufacturer that provides product pricing. Use automatic pricing to maintain competitive, up-to-date price and cost information your inventory records.

If you use the same product numbers, the load is a process of creating new product records or updating existing ones. If you use your own product numbers, the Product Extended Cross Reference Setup record must be set up for each automatic pricing number used. When the new pricing information is updated, the automatic pricing number is interchanged with your product number. This occurs before new records are created or existing ones are modified. We recommend that you use the automatic pricing numbers instead of your own.

If you use Product Import functionality, the import file field parameters must be defined before you can update your inventory files in PI Entry Update Products Report.

If you are not using Product Import, use PD Automatic Pricing Setup to define the field parameters used for interfacing with your pricing data. Your inventory control records are updated after you run the PD Administrator Automatic Pricing Report.

Barcode

(Type B) Bar codes, given to you by your manufacturer or supplier, can be interchanged with your product numbers. Bar codes can include alpha and numeric characters. After the bar codes are manually entered or scanned in Sales Order Entry, it is interchanged with your product number. Your product is stored on the order.

Interchange

(Type I) Interchanges provide 100 percent substitution, meaning that interchange product works for another product in 100 percent of the customers' applications.

You can also set up a character string on an interchange record that represents a real product. Operators enter the interchange reference during Sales Order Entry. The value from the Product field on the interchange record is displayed in Sales Order Entry.

For example, if your company has a product catalog for customers, the interchange product can be comprised of the catalog page numbers and positions. Customers can reference the product by the page number and position, instead of the product number. For example, suppose your EM-100 Bulk Cable product is line item 103 on page 56 of your catalog. On the interchange cross-reference record, you would specify 56.103 in the Interchange Reference field and EM-100 Bulk Cable in the Product field.

Interchanges may point one product to another product, many products to one reference, or many references to one product

Option

(Type O) Options are complementary items that must or can be sold along with a regular inventory product. For example, exhaust pipes are always sold with clamps and printers require cables to hook up to computers.

Sales and revenue can be lost if your customer sales representatives are not aware of these relationships. If the Display Optional Products option is set to Yes in SA Operator Setup-Entry Options, product options display in Sales Order Entry after the product is specified.

If a representative orders a product with options but the product options are not set up in the order warehouse, a warning is issued to indicate that no valid product options are available in the warehouse.

Substitute

(Type S) Substitute products are temporary substitutes. They are not 100 percent interchangeable. During Sales Order Entry, Net Available is checked when a product is entered. The Net Available quantities are used until they run out. If a substitute cross-reference record is set up for a depleted product, you can choose one of the substitute products. During Purchase Entry Receipt of Inventory, a substitute product may be received even if this cross-reference record does not exist. A warning is displayed and if ignored, orders with the original product are not filled by Sales Entry Processing Back Order Fill.

During Sales Order Entry, the substituted product can sold if net quantities are available. If a substitute cross-reference record is set up for a depleted product, you can select substitute products to complete the quantity ordered. If a value is specified in the Sell Substituted First field, you may be required to sell the substituted product until all quantities are depleted.

Supersede

(Type P) Supersede products replace other products that have become obsolete or is no longer manufactured. Superseded products are not 100 percent interchangeable

During Sales Order Entry, the superseded product can sold if net quantities are available. If the superseded product quantities are depleted, you can accept the supersede product. If you do not accept the supersede, you can sell substitute or upgrade products or superseded product from an alternate warehouses, if applicable. If a value is specified in the Sell Superseded First field, you might be required to sell the superseded product until all quantities are depleted.

Upgrade

(Type U) Upgrade products are generally 100 percent interchangeable with the regular product but offer more features than the regular product. Both products are normally carried in your inventory. Even though it is 100 percent exchangeable, it is a one-way exchange. For example, if a customer orders a 3,000 PSI valve, you can exchange it for a 5,000 PSI valve but not vice versa.