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When doing an invoice in SOP, and using the lookup to select an item there is a view there called customer items.
This view doesn't seem to show anything. We have previously posted transactions against this customer. How do I get it to show what the customer orders in this list?
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There is also a tool that is part of the Professional Services Tools Library called SOP Customer Item Lookup. It is not a free tool, but it's cheap. What it displays is what the customer has purchased in the past, what they paid for it, and you have the ability to zoom back to the original invoice. It displays the information from the last time the customer purchased the item. All you need to do is hit CTRL+H in the SOP Entry window and a box pops up with this information. I think it will only show your part number, but I've never looked to see if it could display something else.
Take a look at it, my clients that have it love it.
Kind regards,
Leslie
Mike S is correct.
This structure also allows different customers to have different part numbers of their own for your single part number. Using Mike's example the 100XL, customer A may call it a 12345 while customer B may call it an ABCX45.
Using Version 2010, you can make the customer item lookup the default lookup. However, nothing automatically populates this table.
Entering an order for an item for a customer does not necessarily mean you entered the customer's item number. I might infer from your comment that you actually want a list of your item numbers the customer has already purchased. Many customers purchase the same item over and over again. SalesPad is a third party product that provides this kind of "customer part number list"
Check out Show Customer Items in our Tips and Tricks section of our web ( http://dynamicsgpbooks.com/index.php?option=com_content&view=article&id=356:showing-customer-items&catid=32:gp-sop-tips-and-tricks&Itemid=42 ) for more information on these options.
The Customer Item view will display items set-up in the Customer Item Maintenance window from Sales > Cards > Customer Items.
This is set-up to allow "aliases" for your Items and Customers will use. Say Fabrikam's 100XLG is called "Green Phone" by Customers; this could be set-up for those Customers.
Then in SOP entry, you can enter this alias (Green Phone) and GP will turn this into the GP Item Number (100XLG).
SOP docs can then be printed with this Customer Item instead of GP Item Number.
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