Cross References
Overview
Item Cross References are used to define alternative item numbers that customers or vendors use when ordering an item. This feature is commonly used to set a Customer Item No. for Electronic Data Interchange (EDI) transactions, such as EDI 850.
How to Create New Cross References
Open the App Launcher and search for Cross References.
Click the New button to enter a new cross-reference.
Field Definitions
Field Label | Field Level Help |
|---|---|
Account | The customer or vendor account associated with this cross reference. |
Cross Reference No. | The alternative item number used by the account for this item. |
Cross Item Description | The item description used by the account for this item. |
Default Sales UOM for Customer | If checked, the specified Unit of Measure (UOM) will be the default when this item is ordered by this customer. |
Item | The actual item to which this cross reference applies. |
Unit of Measure | The UOM for this cross-reference. |
Managing Cross References for EDI Customers
If an EDI customer requires a unique Cross Reference No. for each Alternating Shipping Address, you will need to set up a separate sell-to account for each shipping address.
Each new sell-to account should have one Alternate Shipping Address where you can define the EDI Shipping ID.
If you want to consolidate Accounts Receivable (AR) under one billing account, create another account with the billing address and populate the Alternate Billing field on the sell-to accounts with this billing account.