The purpose of cross-referencing supplier products with customer products is to allow customers and suppliers to view product data in a form familiar to each party. Mapping only needs to be done one time and is remembered for each subsequent transaction (Request or PO). This will afford faster, more accurate responses as the supplier will not have to look up each product a customer requests. Mapping occurs after a supplier responds to a customer Quote or PO. Validating product code mappings is the responsibility of the supplier.

The Mappings tab is used to:

1. Search for a customer’s product to review the mapping or determine if a mapping needs to be updated or added. Note: A search for a specific customer product or supplier product can be done on the Cross-References page. Clicking the product from there will display the Mapping page in a separate window.

2. Add a supplier mapping to match a customer product.

3. Update incorrect supplier mapping to customer product.

Mappings

The Mappings page provides a way to search for a customer product to review the mapping or determine if a mapping needs to be updated or added. Note: A search for a specific customer product or supplier product can be done on the Cross-References page. Clicking the product from there will display the Mapping page in a separate window.

Filter and Download List

To filter the Search Customer Products Results, select one of the following:

1. Customer - Select a customer. The previously selected company will display by default. The Customer drop-down provides a list of available customers derived from the Customers page. See the Customers article for more information.

2. All - Show results for all customer products.

3. Mapped - Show results for customer products that have a cross-reference (mapping) to a supplier product.

4. Unmapped - Show results for customer products that do not have a cross-reference to a supplier product.

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Search Customer Products

To search for customer products:

1. Click the Customer drop-down. The Customer drop-down provides a list of available customers derived from the Customers page. See the Customers article for more information.

2. Enter search characters in the Customer Products Data text box. As characters are entered (Ex. strap, pipe, steel, gasket), the list of Cross-References will be filtered. The columns being searched include the Customer Description and/or the Customer Code.

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   Search Notes:

   1. Any of these words - A search for Round Strap Hanger will search for any of the words to be in any of the result fields.

   2. Quoted words - A search for “Round Strap Hanger” will search for the exact phrase in any of the result fields.

Unmapped Customer Products

A supplier can map a product to a customer product when a mapping does not exist.

To map a product to a customers product:

1. After searching for the customer’s products, check the customer’s product to be reviewed and potentially cross-referenced.

2. In the Cross-References section, the customer’s selected product will either be mapped or will not be mapped.

3. When a customer’s selected product is unmapped, the New/Updated cross-reference button will display in the supplier's Cross-Reference section.

    

   1. Click the New/Update cross-reference button. The in-grid edit dialog will display.

       

   2. Click into the Master Code field and start typing characters for the supplier’s master code. The characters entered will search for matches across Code, Description, Size, and Material fields. Available options will display as a drop-down.

       

      1. Code - This is the code that will populate the Master Code for the selected customer product.

      2. Description - The Description of the line item is derived from the customer’s Purchase Order.

      3. Size - The Size is derived from the customer’s Purchase Order.

      4. Material - The Material is derived from the customer’s Purchase Order.

   3. Select the cross-reference to be used to map the customer’s selected product.

   4. The Update Cross-Reference ? dialog will display. Review the New Cross-Reference information.

       

      1. Previous Cross-Reference - If you had selected a product that is being used in a Purchase Order, Request, or Shipment transaction, a confirmation dialog similar to the following will inform you how many transactions will be impacted by the change.

          

   5. If the New Cross-Reference is correct, click the Save button. Otherwise, click the Cancel button.

   6. If Save was clicked the select cross-reference will display in the supplier's Cross-Reference section. The customer’s 10 (Round Strap Hanger) product has now been mapped to the suppliers 11 (Round Strap Hanger) product.

Mapped Customer Products

A supplier can review and update an incorrect Master Code associated with a customer’s product.

To map a product to a customers product:

1. After searching for the customer’s products, check the customer’s product to be reviewed.

    

2. In the Cross-References section, the customer’s selected product will be mapped.

   1. Description - The Description is the supplier's product description which can be edited on the Catalog tab.

   2. Master Code (Editable) - The Master Code can be edited here or in the Catalog tab. See To Edit the Master Code section below.

   3. Alt Code - The Alt Code can be defined by the supplier and might include (another Master Code, a branch-specific code, etc.). The Alt Code is edited on the Catalog tab

   4. Material - The Material is the supplier's product material which can be edited on the Catalog tab.

   5. UOM - The UOM is the supplier's product UOM which can be edited on the Catalog tab.

   6. Length - The Length is the supplier's product length which can be edited on the Catalog tab.

   7. Width - The Width is the supplier's product width which can be edited on the Catalog tab.

   8. Size - The Size is the supplier's product size which can be edited on the Catalog tab.

   9. Diameter - The Diameter is the supplier's product diameter which can be edited on the Catalog tab.
      
      To Edit the Master Code:

3. Click the Edit button. The Master Code will become editable.

   1. Start typing to search for other supplier products.

       

   2. If the entered Master Code does not match a code in the supplier Catalog, the No Matches Found message will display. An updated Master Code must match a code in the supplier Catalog.

       

   3. If a supplier product is found to replace the existing mapping, select it. The Update Cross Reference ? dialog will display. Review the New Cross-Reference information.

       

   4. If the New Cross-Reference is correct, click the Save button. Otherwise, click the Cancel button.

   5. If Save was clicked the select cross-reference will display in the supplier's Cross-Reference section. The customer’s H-1 (Round Strap Hanger) product has now been mapped to the supplier's 117 (Round Strap Hanger) product.

      
      To Remove the mapping:

4. Click the Remove button.