Setup Requirements for Customer Part Number
Before you set up customer part numbers, review the following sections:
Prerequisites for Customer Part Number
Before you install the Supply Chain Management SuiteApp, you’ll need to enable the required feature.
To print transactions with the customer part number, you’ll need to enable the Advanced PDF/HTML Templates feature. For more information, see Enabling the Advanced PDF/HTML Templates Feature.
For more information about installing the SuiteApp, see Installing the Supply Chain Management SuiteApp.
Enabling Customer Part Number
After you install the Supply Chain Management SuiteApp, you’ll need to enable the Customer Part Number feature.
Only users with Administrator roles can access the Supply Chain Preferences page.
To enable Customer Part Number:
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Go to Transactions > Management > Supply Chain Management.
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On the Supply Chain Management page, click the Preferences link.
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On the Supply Chain Preferences page, click Edit.
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On the Features subtab, check the Customer Part Number box.
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Click Save.
After you enable the feature, an administrator can set up role records for anyone who want to use customer part numbers. For more information, see Roles and Permissions for Customer Part Number.
Roles and Permissions for Customer Part Number
You’ll need to enable Customer Part Number for all standard and custom roles that will use the feature. Go to Setup > Users/Roles > Manage Roles. Edit or customize the record to set up the following:
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On the role record, check the Enable Customer Part Number box.
By default, the prebuilt custom forms and records for Customer Part Number are enabled for the following standard roles:
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CEO and CFO
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Sales Vice President
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Accountant and Accountant (Reviewer)
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Bookkeeper
For other standard and custom roles who want to use customer part numbers, make sure you set up the required permissions and forms.
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On the Permissions subtab:
Subtab
Record
Level
Custom Record
Customer Part Number
Full
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On the Forms subtab:
Subtab
Type
Form Name
Enabled
Transaction
Invoice
SCM Invoice - Customer Part No.
Yes
Transaction
Sales Order
SCM Sales Order - Customer Part No
Yes
Custom Form
Customer Part Number
Standard Customer Part Number Form
Yes
Item
Group/Kit/Assembly
SCM Assembly Item - Customer Part No
Yes
Enable the SCM Assembly Item - Customer Part No form to use validations for adding customer part numbers to assembly items. For more information, see Adding Customer Part Numbers to Item Records.