Trade in Microsoft Dynamics NAV-2017 - Locus IT Services

Trade in Microsoft Dynamics NAV

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Lesson 2: Item Cross References

Item Cross References

With item cross references, a company can associate a customer or vendor item number with the company’s own internal item number. When the external item number is entered on a sales or purchase line, the program automatically fills in the internal item number and the corresponding information. Microsoft Dynamics NAV

The following types of item numbers can be set up for crossreference:

  • Blank
  • Customer
  • Vendor
  • Bar Code

One item can have different crossreference numbers for the customer, vendor, and bar code. The blank option means that any crossreference number (for example, an additional internal reference) can be used to identify the item.

Demonstration:  Create an Item CrossReference

Scenario: Nancy, the sales representative at CRONUS, must create cross-references for several selected items. This includes item 1896-S. When customer 40000 purchases this item, the customer’s item description, “Executive Desk. 6 Dr; 36×60”, is used on the sales documents instead of the item description that is used at CRONUS. The customer’s reference number for this item is ED6DR3660.

Demonstration Steps

To create a cross reference for item 1896-S, follow these steps.

  1. In the Search box, enter “items”, and then select the related link.
  2. Open the item card for item 1896-S.
  3. On the Home tab, click CrossReferences.
  4. On the Item Cross Reference Entries page, in the CrossReference Type field, select Customer.
  5. In the CrossReference Type No. field, enter “40000”. In this case, this number identifies the customer. Similarly, for a cross-reference type of Vendor, a vendor No. must be selected. For the cross-reference type of Bar Code, a bar code name can be used instead.
  6. In the CrossReference No. field, type “ED6DR3660”.
  7. In the Unit of Measure field, select PCS.
  8. In the Description field, type “Executive Desk. 6 Dr; 36×60”. If you enter a description here, it will override the standard item description when you enter the cross-reference number on a sales or purchase order.
  9. Leave the Discontinue Bar Code field unchecked. This field is used when the CrossReference Type field is set to Bar Code and that particular bar code is no longer valid.
  10. Click OK to close the Item CrossReference Entries
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