Customer Part Cross References

Deacom offers the option to define unique Part Numbers, Descriptions, Sales Units, and Labels for individual Bill-to Companies by using customer-specific parts. If customer parts exist, and the Bill-to Company and Part are selected when entering a Sales Order, the system will use the information on the customer part cross reference rather than the Part's Item Master record. Refer to the Designing a Part Number System page to better understand when Customer Cross Reference Parts should be used and refer to the Using Customer Part Cross References page for configuration and process information. Users should also reference the Understanding the Deacom Pricing Hierarchy page to understand how customer-specific pricing is handled in Deacom. The Inventory "Eligible Customers" report displays Lots that can be shipped to customers. This report output is determined by getting customer part cross references with a Quality Control Group then filtering Lots that have QC values where the values meet the Minimums and Maximums on the customer part QC Group. The "Lot Label" and "C of A" buttons on this report apply the customer QC rules to the "QCINFO" block, discussed in the Managing Part Forms page, which may be added to these reports.

System Navigation

Inventory > Item Master > click "View" > click "Bill-tos/Ship-tos"
Inventory > Item Master > click "New Part" > click "Bill-To’s/Ship-To’s"
Sales > Customers > click "View" > click "Add" or "Modify" > click "Customer Parts"

Bill-to/Ship-to Parts form

Opened via the "Bill-tos/Ship-tos" button on the Item Master report or the "Customer Parts" button on a Bill-to Company record, this form lists all customer parts attached to the selected Item Master and is used to add new customer parts or modify existing ones.

Button/Field	Description
Add	If clicked, opens the Customer Part Information form, used to add a new customer part.
Modify	If clicked, opens the Customer Part Information form, used to modify the selected customer part.
Part Number	Displays the Part Number as defined on the Item Master header to which this customer part will be assigned.
Description	Displays the Description of the Part as defined on the Item Master header.
Unit of Measure	Displays the Stock Unit of Measure of the Part as defined on the Item Master header.
View	Pick list used to view all, active, or inactive customer parts.
List Price	Displays the List Sale Price of the Part as defined on the Item Master Costs 2 tab.

Customer Part Information form

Opened via the “Add” or “Modify” buttons on the Customer Parts form. This form contains a button labeled "Item Labels" that when clicked opens the Print To form and allows the user to print the customer part-specific Item Labels.

General tab

Button/Field	Description
Part Number	Displays the Part Number as defined on the Item Master header to which this customer part will be assigned.
Description	Displays the Description of the Part as defined on the Item Master header.
List Price	Displays the List Sale Price of the Part as defined on the Item Master Costs 2 tab.
Stock Unit	Displays the Stock Unit of Measure of the Part as defined on the Item Master header.
Bill-to Company	Search field used to select the Bill-to Company with which this customer part is associated. When entering a Sales Order for this Bill-to and Part, the system will populate the order with the Customer Part Number, Customer Description, and all associated pricing, User Fields, Units of Measure, Part Forms, etc.
Ship-to Company	Search field used to select the Ship-to Company with which this customer part is associated. When entering a Sales Order for this Ship-to and Part, the system will populate the order with the Customer Part Number, Customer Description, and all associated pricing, User Fields, Units of Measure, Part Forms, etc.
Customer Part Number	Defines the name the customer uses for this Part. This field (cu_codenum) is available on the Sales > Order Reporting "Order Detail" report.
Customer Description	Defines the description the customer uses for this Part. This field (cu_descrip) is available on the Sales > Order Reporting "Order Detail" report.
Sales Price	Defines the default list sale price for which this customer part will be sold. In most cases, prices are handled on the Item Master level or via other pricing options throughout the system. Prices entered here should be used in exception cases since having to maintain prices on individual customer part records may be time consuming.
Stock Pricing Unit	Search field used to assign the Unit of Measure in which this customer part will be priced. The default value for this field is populated from the "Stock Pricing Unit" defined on the Part's Item Master header.
Sales Unit	Search field used in conjunction with the "Stock Pricing Unit" to assign the Unit of Measure in which this customer part will be sold. The default value for this field is populated from the "Sales Unit" defined on the Part's Item Master Units tab.
SO Quantity	Defines the default order quantity in Stock Units.
Minimum Saleable	Defines the preferred minimum quantity, in Stock Units, for which Sales Orders should be created. Users with the security setting "Sales Order -- allow quantities less than min saleable" will be permitted to enter quantities on Sales Orders that are less than the value in this field.
Incremental SO Quantity	Defines the increment, in Stock Units, at which Sales Orders must be created. Users with the security setting "Sales Orders -- allow non-incremental quantities" will be permitted to enter non-incremental quantities on Sales Orders.
Shelf % Required	Specifies the shelf life percentage. When issuing material of Type "Job" or "Job - Staging", any items with a Customer Part Cross Reference will check this field when displaying appropriate lots.
Shelf Days Required	Specifies the shelf life in days. More information may be found in the Item Master General 2 tab's "Shelf Life Days" field description. When issuing material of Type "Job" or "Job - Staging", any items with a Customer Part Cross Reference will check this field when displaying appropriate lots.
Parent QC Group	Search field used to select a Quality Control Group that is used (1) when reserving or shipping and selecting Lots to use when QC Status is set for "Customer Specific" and (2) on the Inventory Reporting Eligible Customers report. Using the same logic that Part Forms use to determine which Lots were relieved to produce the specified Lot, this filters available Lots for an item by the Customer's QC specifications for a test performed on a relieved Lot. For example, a customer part might be set up with a QC Group with a QC Test for mold and a Parent QC Group with a QC Test for pH. If "Paint1-Bulk" is produced and its QC Test result for pH is within the customer's specification, then it is used to produce "Paint1-1G" and its test result for mold is within the customer's specification, the Lot would be displayed as available.
SDS Form	Search field used to select a Safety Data Sheet specific to this customer part.
C of A Form	Search field used to select a Certificate of Analysis specific to this customer part.
Notes	Memo field used to store general information regarding this customer part. The details in this field are available for printing on the majority of sales documents.
Sales Rep	Search field used to select a Sales Rep.
Percentage	Defines the percent commission that the selected Sales Rep receives.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, this record is the default to be used when entering Sales Orders for the defined Bill-to Company and Part. Useful when multiple customer parts are created for one Deacom Part. For example, a customer part may be shipped in different Units, such as singles, a 12 pack, and a 24 pack. This flag is used to indicate which of the customer parts should be the default sold.
Taxable	If checked, indicates this customer part should be included when calculating the total tax amount for the order.
Restrict Picking to Same User Lot	If checked, the system does not allow selecting multiple User Lots, in whole or in part, when reserving or shipping Sales Orders that contain this customer part. Useful for companies who have customers who will only take one Lot of product and do not want mixed Lots on a shipment.

QC tab

The QC tab allows users to specify one or more Quality Control Groups that will be applicable to this specific customer part. Selecting a Lot for shipping checks that the Lot QC meets the specs of all QC Groups assigned to the customer part. Specifically, when selecting Lots for this customer part and the customer part contains one or more QC Groups, the system will default the "Customer Specific" option in the "QC Status" field on the Apply Inventory form. By checking the "Add to QC Overrides When Creating Line Jobs" box, these QC Groups will be added to QC Overrides in Sales Orders using that customer part, in order to implement any customer-specific QC tests. This functionality allows one to account for different QC requirements various customers may have for the same part. In addition, the system will filter out Lots that do not meet the customer part QC specifications for all assigned QC Groups.

When printing Part Forms for Sales Orders that contain customer parts with a customer part QC Group, the system will print the Description, Target, Minimum, and Maximum values for any matching Quality Control Tests being printed. Additional information on the printing of customer specific QC results is available in the Managing Part Forms page. The system will filter the Lots that may be selected in the "Customer Specific" option based on the parent QC specifications when a make-to-order Job (header or line Job) is created, the user is issuing material to the Job, and the Part for the order has a customer part with QC. In WMS, the system will filter Lots by the child item customer part QC when selecting or suggesting Lots to issue. Additional information may be found on the Managing Customer Specific Quality Specifications Best Practice page.

Labels tab

The Labels tab is used to select Part Forms that are tailored specifically for the Bill-to Company selected on the customer part. Users may also define conditions on how the labels will print, how many copies should print, and in what application(s) (Main, WMS, AutoFinisher) printing of these labels should be triggered. Deacom uses a Part Form hierarchy, explained in the Managing Part Forms page, to determine which forms should print for a given order.

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. The user fields on a customer part record may be used to capture very specific information required by the customer. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations. All customer part user fields are available for printing on many print outs and labels throughout the system.