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This page allows you to modify the item details pertaining to the customer, which includes, “Sales Person Code”, “Sales Person Team”, “Item Type”, “Item Code”, “Variant Code”, “Customer Item Code”, “BOM Code”, “Secondary Stock”, “Stock UOM”, “Sales Person/Team”, “Shipping Point”, “Last SO No.”, “Sales UOM”, “Last SO Date”, “Last SO Price” and “Warehouse Code”.
This page also permits you to edit the customer item attribute details. You can also edit the notes pertaining to the customer item details in this page.
Select the “Edit Customer Item Details” link at the bottom of the “Edit Additional Details” page.
The "Edit Customer Item Details" page appears.
The system displays the following details:
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Status |
The status of the customer. The status must be “Active”. |
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Customer Code |
The code identifying the customer belonging to the customer group. |
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Customer Name |
The name of the customer. |
Modify the following details, if required:
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Sales Person Code |
The code identifying the sales person. (Alphanumeric, 6) |
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Help facility available. |
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Sales Team Code |
The code identifying the sales team. (Alphanumeric, 6) |
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Help facility available. |
Modify the following details in the “Item Details” multiline:
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Item Type |
Use the drop-down list box to select the type of an item. The options available are "Raw material", "Component", "Intermediate", "Finished Product", "Spare part", "Tool", "Consumable", "Utility", "Kit", "Model", "Pack", "Capital", "Service", "Sundry", "Scrap" and "None". The item type specified must not be “None”, if the item code is entered. |
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Item Code |
The code identifying the item. (Alphanumeric, 32) (Alphanumeric, 32) |
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Help facility available. |
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Variant Code |
The variant of an item, if any. (Alphanumeric, 8) |
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Press <enter> key. |
Note: The Item Code and Variant Code Combination must be unique in the multiline.
The system displays the following fields:
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Item Variant Desc. |
The description of the item code and the variant code. |
Modify the following details, if required:
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Customer Item Code |
The code identifying the customer item (Alphanumeric, 32). |
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BOM Code |
The unique code identifying the bill of material (Alphanumeric, 18). |
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Help facility available. |
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Secondary Stock |
The secondary stock of the customer, if any (Numeric). ). The system ensures that this field is not left blank if the "Keep Secondary Stock" is set to "Yes" in the “Customer Item Details” page. |
The system displays the following detail:
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Stock UOM |
The unit of measurement of the stock of the customer. |
Modify the following details, if required:
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Sales Person |
The text indicating the sales person . It gets populated automatically once you specify sales person code . This is an editable field. |
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Sales Team |
The text indicating the sales team. It gets populated automatically once you specify sales team code. |
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Shipping Point |
Use the drop-down list box to select the location from where the goods are shipped. |
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Warehouse Code |
The code identifying the warehouse, where the goods are shipped (Alphanumeric, 10). |
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Help facility available. |
The system displays the following details:
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Last SO No. |
The number identifying the last sale order. |
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Sales UOM |
The unit of measurement in which the sale of item is going to be handled. |
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Last SO Date |
The date on which the last sale order is created. |
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Last SO Price |
The price of the last sale order. |
Enter the following:
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Min. Order Qty. |
The minimum quantity of the item ordered. |
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Max. Order Qty. |
The maximum quantity of the item ordered. |
The system displays the following :
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UOM |
The unit of measurement of sales. |
Click the “Edit Item Details” pushbutton to save the modified details
All the changes are saved at OU level. The Last Modified By is populated with the login OU. The Last Modified Date is populated with the system date.
To proceed carryout the following:
Select the “ Customer Item Attributes” link at the bottom of the “Edit Customer Item Details” page.
Select the “Attach Notes” link at the bottom of the “Edit Customer Item Details” page.
