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

by | Jul 11, 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.


Submit a Comment

Your email address will not be published.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

Upcoming Events


27feb11:00 am12:00 pmConfab With Stoneridge - Livestream - Cool Features in Dynamics 365 Business Central


04mar12:00 pm12:30 pmPower BI & Reporting with Dynamics 365 Customer Engagement

04mar2:00 pm3:00 pmHow to Incorporate the Power Platform with Dynamics 365 Finance and Supply Chain Management

12mar11:00 am12:00 pmConfab With Stoneridge - Livestream - Power Apps AI Builder

18mar12:00 pm1:00 pmMoving from CRM On Prem to the Cloud – Is it worth It?

18mar2:00 pm3:00 pmThe Past, Present, and Future of Dynamics 365 with Machine Learning and Artificial Intelligence

25mar2:00 pm3:00 pmAchieve Total Data Access & Future-Proof Your Reporting

26mar11:00 am12:00 pmConfab With Stoneridge - Livestream - Portals

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!