How to Create Customer Item Numbers or Part Numbers in Dynamics AX

by | Updated December 29, 2017 | Dynamics AX, Inventory

In Dynamics AX, a relationship may be created that identifies the customer item number with the item number from inventory. This post will walk you through how to create customer item numbers or part numbers in your Dynamics AX system. From Product information management/Common/Released products, locate the product to add customer values. Navigate to the Sell tab. In the Related information section, select external information.

How to Create Customer Item Numbers or Part Numbers in Dynamics AX

The External item descriptions form opens. For the Account code field, a selection of Table will require a customer account value to be populated in the Customer relation field. Then, the customer item number is added to the External item number field. In the example, customers US-026 and US-027 have values established for their internal (our external) item numbers.

External Item Description for How to Create Customer Item Numbers or Part Numbers in Dynamics AX

If desired to add additional details to the customer item number, click on the Description tab. A descriptive text that is unique to the customer may be added to the External item text. A short description may also be inserted in the Description field. Consideration should be given to how this will appear on documents before populating the fields.

External Item Text for How to Create Customer Item Numbers or Part Numbers in Dynamics AX

If there are a large number of these to setup, it may make sense to use DIEF to import the values. The Custom entity wizard using CustVendExternalItem is a good place to start.

Now that the customer item numbers have been added, the form setup will need to updated to include the customer item number values. Go to Accounts receivable/Setup/Forms/Form setup. There are a few settings to review.

Form Set up for Creating Customer Item Numbers or Part Numbers in Dynamics AX

Field Descriptions for Creating Customer Item Numbers or Part Numbers in Dynamics AX

Names and descriptions may vary depending upon how your company has established items/products. Testing with two or three examples in an environment designated for testing is always recommended. I find it helpful to label one of my test items with text that matches the system labels when testing. Using the External item description tab as an example, in the External item text, type “External Item Text” as the text and in the Description, type “External Item Description” as the text for testing purposes.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X