Customer part number cross reference

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Hi all,

Have just moved onto AX and effectively been left to it thanks to a complete abortion of move over and upload of data from old system.

I have a few customers who have their own part numbers which cross reference to ours and they only ever refer to theirs. As the info was not uploaded I'm now in the dark and need some help with a couple of things relating to these and Sales orders.

1. How do I make the connection between my part number and theirs? example my part number is 12345 and their part number is CW903

2. When entering a new sales order can I just enter their part number as the item needed

3. Need to have both part numbers on relevant picking notes for our warehouse as well.

Thanks

Ian

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Brandon Wiese 17,788 on at

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AX supports tracking of external item numbers for both customers and vendors, as well as customer groups and vendor groups. The benefit to using groups is obvious when you have larger customers with many related accounts that all share an external part number structure.

For a single customer on the All customers list page, go to the Sell tab, and under Setup you will find External item descriptions. There you can setup a single item to external item relationship for that customer.

For a group of customers, you can create the group under the Sales and marketing home page, under Setup, External item description, Item - customer groups. You can also add the item to external item relationship there. To assign that group to a customer, navigate to the customer in Edit mode, and select that group under Sales order defaults in the Item - customer group field.

Entering an external item onto an order is not available directly out of AX, though this is a relatively simple and commonly requested modification. My preference is to add a tab to the selection lookup (drop down) on the Item field.

To select which item number(s) appears on document, go to the Accounts receivable home page, Setup, Forms, Form setup. There for each document you will find a parameter Item number in forms, with options such as Our, Your, Both, as well as another parameter External item description with options such as Overwrite and Append.

Hope this helps. Please mark as verified if it does. Good luck!

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