Configuring Sales Pricing Using Customer Part Cross References

Customer Part Cross References may be added and maintained using the desired Part's Item Master and are the most specific of the pricing rules. There are several disadvantages with using customer part cross references to generate prices, including:

  • There is no other option than setting up a set price.
  • There are not any effectivity dates; the price is the price until the "Sales Price" field is updated.
  • There is not an effortless way to mass update the "Sales Price" field for cross references.
  • This pricing method does not allow quantity price breaks.

From within the Bill-to/Ship-to Part Information form, QC tests and part forms may be added. This is a useful tool if specific customers have higher QC standards than others or require additional documentation for receiving the same product. The QC Tab allows users to specify multiple QC groups that will be applicable to this specific customer part. Selecting a lot for shipping checks that the lot QC meets the spec of all of the QC groups assigned to the customer part. Specifically, when selecting lots for this customer part and the customer part contains a QC group or groups, the system will default the "Customer Specific" option in the "QC Status" field on the Apply Inventory form. In addition, the system will filter out lots that do not meet the customer part QC specifications for all assigned QC groups. When shipping orders for this customer, the system will also filter out lots that don't meet the customer part specific QC specifications when automatically selecting lots to ship for this customer.

Configuration

If QC tests will be performed on the part, they will need to be added prior to configuring the Customer Part cross reference. Any part forms that will be appended need to be added and saved to DEACOM prior to this customer part setup. The other requirements are detailed in the Configuration section of the Designing a Part Numbering System and Creating Parts page.

Process

  1. Navigate to Inventory > Item Master
  2. Select the appropriate criteria on the "Item Master" pre-filter and click the "View" button to generate the list of items or item.
  3. Select the desired Part then click the "Bill-tos/Ship-tos" button to generate the Customers of Part form.
  4. Click the "Add" button to display the Bill-to/Ship-to Part Information form.
  5. On the General tab, fill in the required information. In order to utilize customer part pricing, the following three fields must be populated: "Sales price", "Stock pricing unit", and "Sales unit".
    1. The "SO quantity", "Min saleable", and "Incremental SO qty" fields are not required by the system, but may be necessary depending on customer requirements.
    2. Specific SDS and COA forms may also be chosen here.
    3. If a Sales Rep other than the one listed on the Bill-to Customer is responsible for this product, select them from the pick list and assign a Percentage.
    4. If multiple customer-specific parts will be added for this Part, users may choose to mark one as the default.
  6. If this Part should belong to a QC group that is not included or different from the regular Part, choose the QC Group on the QC tab and specify other details as needed.
  7. If this Part requires part forms that the regular part does not, add them on the Labels tab and specify other details as needed.
  8. Fill in user fields if desired, then save all changes and close the form.

General Notes:

  • Create customer cross reference parts via Inventory > Item Master > click “New Part” > click “Bill-To’s/Ship-To’s” button.
  • The customer part number (cu_codenum) and customer part description (cu_descrip) are available on the sales order detail reports via Sales > Order Reporting.
  • The Eligible Customers report available via Inventory > Inventory Reporting displays lots that can be shipped to customers. This selection is determined by getting customer part cross references with a QC group and then filtering lots that have QC values where the values meet the mins and maxes on the customer part qc group. Note that the lot label and C of A buttons on this report apply the customer QC rules to the "QCINFO" block which may be added to these reports.
  • Customer records in DEACOM contain a "Require Customer Part" flag. If this flag is checked, the eCommerce application will filter the parts available for selection to include only the applicable cross reference parts when users enter new orders.
  • Customer part cross references are not considered when applying pricing from a Pricing Order - Billing Group.
  • When copying an item, the user has the option to copy any existing customer parts by checking the “Copy Customer Parts” button.

QC Notes:

  • For customer parts with customer specific QC, the QC filter on the Apply Inventory form will default to Customer Specific when selecting lots for a sales order and Passed for anything else.
  • When printing part forms for sales orders that contain customer parts with a customer part QC group, the system will print the description, target, min and max values for any matching QC tests being printed. Additional information on the printing of customer specific QC results is available in the QCINFO table tag section via Prints Outs > Maintenance > Part Forms.
  • The "Customer Specific" option will only show in the "QC Status" drop down box if customer QC groups are present on the parts displayed on the Apply Inventory form.
  • 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 and the user is issuing material to the job and the part for the order has a customer part with QC. In the WMS application, the system will filter lots by the child item customer part QC when selecting lots to issue or suggesting lots to issue. Additional information on parent QC in available via Print Outs > Maintenance > Part Forms.
  • The "View" pick list on the Basic Item Availability form, accessed via the "Availability" button on the Edit Sales Order Line form, contains an "Item-Customer Specific QC" option. This option, which will be set by default if the "Cust. Part Number" field is populated, and a QC Group exists for that customer part, results in the On Hand column only displaying the quantity of lots for this item where the QC values meet the minimums and maximums on the Customer Part QC Group.

Label Notes:

  • Users now have the option to set the default print quantities that will be presented to this user. This option is controlled by the field "Default Copies". This box is available on the Edit Label form available in Inventory > Options > Printing tab, on Item Master records, and on Customer Part records. This option is useful in situations where customers have many Parts Forms, some of which are printed rarely. In this scenario, the default print quantity can be set to 0, making the user key the quantity.