CPCUSITM Customer Order Processing Customer Item File Maintenance
Customer Item File Maintenance
Application Overview
Some customers place orders using their item numbers rather than yours. Without a proper cross-referencing system, it may not be easy to understand which item the customer is referring to and could lead to situations such as shipping the wrong item, consuming time to verify the correct item ordered, or even possibly, losing the sale. This application allows defining a cross-reference system, as well as, as printing the customer item no. and/or description on invoices, picking tickets, packing lists, and order acknowledgements.
Run Instructions
Select Customer Item File from the COP Maintenance Menu. Before you can use this function, it must be setup as per the Global Setup documentation.
The maintenance screen consists of three major fields to build a cross-reference record for a customer’s specific item. Once the records are created, the user can use the search function key at COP line entry to find the customers item number to fill in the Item No. field.
Customer Item File Maintenance Screen – Change Mode
Customer Item - COP Line Item Entry
At the Item No. field, press the F7 key to select Item Search. From the F7 popup window select Cust. Item or Description search. In the search screen, you may type a partial or complete Cust. Item No. or Customer Description. The search by Customer Item will display your Item Number, Description, and Customer Item Number. The search by Customer Description will display your Item Number, Customer Description, and Customer Item number.
Customer Item Search by Customer Item Number
Changing A Customer Item Record On-the-fly
Upon the selection of the item being ordered, the screen will display the Customer Item No. to the right of your Item No. and move the cursor to the field 2, (Qty Ordered). At this point, the user can change the Customer Item No. if the customer requests changing it or the description. Press F5, (bottom menu bar options), and the system will move the cursor back to the Customer Item No. field for changes to Item Number, Description 1, and Description 2.
Related Articles
CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
Order Serial/Lot File Maintenance Application Overview This is a utility tool to add, change, or delete serial/lot numbers when data has become corrupted or is missing. This utility should only be used after you have tried standard processing tools ...CP0800 Customer Order Processing COP Setup
Utilities Setup COP Setup Application Overview COP Setup allows you to customize the package to some degree. You will run this application once while you are converting from your former Order Processing system. You will rarely need to refer to it ...CP0000 Customer Order Processing Overview
Overview How To Use This Manual When most people receive a new product, they want to use it right away. Unfortunately, this is not quite possible when dealing with computer hardware and software. This manual is intended to serve as a reference guide ...ARCUSMNT Accounts Receivable Customer File Maintenance
Customer File Maintenance Application Overview The Customer File is a very important file. It stores the basic information about every customer you do business with. Almost every major application in the A/R package uses the Customer file to ensure ...CPFUTMNU Customer Order Processing Future Price File Maintenance
Future Price File Maintenance Application Overview Future Price function is used to update the price, standard cost and user-amount fields in the item master file. By using this function, the user can enter a date when the item price, cost, and ...