Setups for requiring customer product names

If a customer requires that you always use their product numbers on sales orders, complete these setups:

• Select Customer Product Numbers in SA Administrator Options-Products-Alternates/UPC.
• Select Require Customer Product in Customer Setup. This selection applies to the ship to records that are associated with the customer.
• Associate the customer's product numbers with your products in Product Extended Product Cross Reference Setup. Create a Customer cross-reference record.

When a sales order is created for the customer, the product is checked against cross reference records that are set up in Product Extended Product Cross Reference Setup. If a customer product cross reference is found, it is used on the order line. If no customer product cross reference record is found, the customer sales rep must create one in Sales Order Entry. The cross reference record can be saved as a new record in Product Extended Product Cross Reference Setup, or used for that order only.

You can specify a customer product number for a nonstock product. A nonstock is an product that does not exist in your inventory. Create the line as a Non-Stock line type, and specify the customer product in the Non-Stock window. This does not create a new record in Product Extended Product Cross Reference Setup. It does load the customer product number on the sales order line.