Item Reference can be used to store Customer's/Vendor’s item number or item barcode.
Steps for record Item Reference
1 - Go to the item card
2 - Select under navigate bar, Related, Item and Item Reference
3 - Enter Item Reference into new blank line
- Select Reference and then fill out Reference Type No. , Reference No, Unit of Measure and other information if needs.
Item Reference Type
Select Cross Reference Type
- Vendor – Cross Reference No for specific vendor, select vendor no. in Cross Reference Type No.
- Customer – Cross Reference No for specific customer, select customer no. in Cross Reference Type No.
- Bar Code – Cross Reference No. for item bar code, enter barcode number in Cross Reference No.
Item Reference - Description
Customer's/Vendor's item description may be different with the item description of your item. The handling of Item Reference Description as below:
Case 1 - The Customer has different Item No. for the Item, and the item description are same with your own item.
- Leave the field "Description" in Item Reference is "Blank". If no Description for the reference no, system will populate the Item Description to Document Line (e.g. Sales Order, Purchase Order) when user enter the Item Reference No.
- Example:
Case 2 - The Customer has different Item No. for the Item, and the customer has their Item Description it related to some item no.
In the case example below, if one of item reference no for the customer is "Blank", the Description to be pick the Description for the 1st Reference No. by default.
If you don't want to have the default value, please enter the description for all item reference for the customer if it has 1 item description entered.
| Reference Type | Reference Type No. | Reference No. | Variant Code | Unit of Measure | Description | Description 2 |
|---|---|---|---|---|---|---|
| Customer | 10000 | A1896 | PCS | A1896S | ||
| Customer | 10000 | B1896 | PCS | B1896S | ||
| Customer | 10000 | C1896 | PCS |
Case 3 - Use Description 2 for the Item Reference.
If enter the Description 2 for the item reference, system will populate both Description and Description 2 according to Item Reference to the document line.
User can manually enter the description in the order line or copy the Item Description into Item Reference if it always same with your own item description.
Case 3 - Sample 1
Case 3 - Sample 2
Case 4 - Customer / Vendor has their own Description and Description 2 for the Item Reference.
If fill up both Description and Description 2, system will populate both value to the document line accordingly.
i