Using Multiple Customer Item Numbers with Service Orders

When a material transaction is entered, the user has the ability to select from a list of associated customer item numbers.

Customer/Item Cross Reference

The Customer Item Cross Reference functionality can store multiple customer items and pricing for a given customer item. The Incidents form, Service Console, Units form, Service Order Lines form, Service Order Material Data Collection form, and Service Order Transactions form allow the creation of Customer/Item records on the fly.

When a customer is specified on one of those forms, and the user populates the Customer Item field with a value that does not already exist, a customer item record is created. By selecting a customer item on the Service Order Transactions form, the system retrieves the appropriate price for a given customer/item combination.

If the Used Planned Pricing check box is selected, the SRO ignores the customer item pricing matrix.

Copying and Reporting

The Service Order Quick Create utility, Service Order Automatic Generation Utility, and Multi-Site Service Order Copy utility support the copy of customer items from the source record to the destination record.

Note: When a SRO is created from an incident, the customer item of the incident is assigned to the customer item of the SRO line.

The Service Order Packing Slip form, Service Order Invoicing form, Service Order Shipment Listing form, and Service Order Estimate Report form display the customer item value when it is specified.