Customer Product

This field is used to enter the code used to identify the customer. It can be entered directly or selected from the Customer table.
 This customer list is not exhaustive, any customer not present in this list can still order the product.

This is the code and the Company Name of the customer being viewed.

Reference of this product for the customer.
It is possible to enter a sales document directly with this reference. The system automatically replaces this reference with the internal reference of the product.

Description of this product for the customer.

This field indicates whether the customer referenced is a customer of the group or not.
 When a customer is an inter-site customer type, the Inter-site tick box is automatically ticked.

This field indicates the sales unit of the product for this customer.
This unit can be different from the usual sales unit for this product. It is used by default in sales documents entry.

Conversion factor used to calculate the quantity in stock units from a quantity entered in sales units: Quantity in STK = Qty in SAL * conversion factor.

This conversion factor can be accessed if the Sales unit field (SAU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists.

This field is used to define a first packing unit, usually requested by the client.

Conversion factor used to calculate the quantity in sales units from a quantity entered in packing units: Quantity in SAL = Qty in PAC * conversion factor.

This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Sales unit field (SAU). It can be initialized using the conversion factor table if the combination exists.

This field is used to define a second packing unit, usually requested by the client.

Conversion factor used to calculate the quantity in sales units from a quantity entered in packing units: Quantity in SAL = Qty in PAC * conversion factor.

This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Sales unit field (SAU). It can be initialized using the conversion factor table if the combination exists.

This field displays the packaging usually used to deliver the products to the customer.
The packaging code is used in the packing function, but it can be modified in order line entry.

It is the the number of products, expressed in sales units, that the package can contain.

The use-by date (UBD) conversion factor can only be accessed when the following conditions are met:

• Expiration is managed for the product.
• Expiration management (Management field (EXYMGTCOD)) is not based on a rounded value (start or end of the month).

This conversion factor is used to calculate, in calendar days, the use-by lead time, based on the shelf life defined at the product record level.

UBD lead time = Shelf life x UBD coefficient.

  The value of the conversion factor must be between 0.1 and 1. The UBD cannot exceed the expiration date.

This UBD lead time is used to determine the use-by date of the product, based on its stock receipt date.

UBD = Lot receipt date + UBD lead time

Defining a UBD provides the customer receiving the lot with the guarantee that the use-by date of their goods is more or less distant from the expiration date.

Example:

• Shelf life = 2 months (60 days)
• UBD coefficient = 0.5
• UBD lead time = 30 days
• UBD = receipt date + 30 days

In creation mode, the UBD coefficient is blank.

Example 2 with UBD defined for the client:
Sales order with requested delivery date (determined from the shipment date + lead time): 01/11/2021
Lot A

• Stock receipt date: 01/01/2021
• Shelf life: 20 days - Expiry date: 01/20/2021
• UBD coefficient for product-site: 0.6 - UBD lead time for product-site: 12 days - Product-site UBD date: 01/12/2021
• UBD coefficient for customer-product: 0.4 - UBD lead time for customer-product: 8 days - Customer-product UBD date: 01/08/2021

Lot B

• Stock receipt date: 01/01/2021
• Shelf life: 20 days - Expiry date: 01/20/2021
• UBD coefficient for product-site: 0.6 - UBD lead time for product-site: 12 days - Product-site UBD date: 01/12/2021
• UBD coefficient for customer-product: not specified

During the allocation:

• Lot A was not selected because the customer-product UBD was dated 01/08/2021, which is prior to the delivery date 01/11/2021.
• Lot B was selected because the product-site UBD was dated 01/12/2021, which is later than the delivery date 01/11/2021.

This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient.
This lead time is expressed in calendar days.

This field cannot be entered. The UBD lead time is always expressed in calendar days.
UBD lead time = Shelf life x UBD coefficient.

This check box indicates that a sales text exists for the product/customer combination. The text will be used with sales transaction lines.

This check box indicates that a preparation text exists for the product/customer combination (via the Text / Pick ticket action). The text will be used on picking tickets and delivery notes.

Select this check box to specify that the last active version of this product must be preloaded by default in transactions referencing the Major version and Minor version. The default value for this check box is the same as the check box in the Sales section.