Use the Customer Items Summary and Customer Items Detail windows to define and update customer items. You can toggle between these windows with the Summary/Detail option in the Go option on the Toolbar. You can cross reference customer items to your Oracle Inventory items to support processing orders and shipments. See: Defining Customer Item Cross References.

   To find customer items:

1. Navigate to the Find Customer Items window by selecting Customer Items from the menu.

2. Enter selection criteria. Note that you can enter a specific Address Category or Address only if you have entered a customer.

3. Select the Find button to open the Customer Items Summary window.

   To define customer items:

1. Enter the Customer Item number and description.

2. Select one of the existing Customer Names (in the Details window, you can use either Customer Name or Customer Number,). See: Creating a Customer.

3. Select the Definition Level: Customer, Address Category, or Address.

   A customer item defined at the Customer level is recognized across all address and address categories for that customer. If you ship an item to multiple customer ship-to sites that have been grouped as an address category, you can define the customer item for that address category. You would define a customer item at the address level if you ship the item to only one ship-to site for that customer.

4. For the Address Category definition level, enter the address category. See: Creating an Account Site.

5. For the Customer Address definition level, enter the customer address.

6. In the Commodity tabbed region, you can assign the customer item to a Commodity Code. See: Defining Commodity Codes.

7. In the Container tabbed region, you can enter the default master and detail containers for this customer item as well as the minimum fill percent for the container. See: Defining Container Types.

8. In the Model, Departure Planning tabbed region, you can reference a customer item as when the item is a Customer Item that belongs to the same Customer and the BOM Item Type attribute is set to Model. See: Bills of Material Attribute Group.

   You can also check Required to indicate that items must be departure planned before they released and Before Build to indicate that ATO items must be departure planned before they are built.

9. In the Demand Tolerances, Active tabbed region, you can enter positive and negative tolerance percentages and select or deselect the Active check box.

10. Save your work.

   To open the Customer Items Details window:

1. To facilitate information entry, you can select the Open button in the Customer Items Summary window to open the Customer Items Details window, where you can enter any of the information in the Customer Items Summary window.

   To activate or deactivate customer items:

1. Select or deselect the Active checkbox in the Customer Items Detail window or in the Demand Tolerances Active tabbed region in the Customer Items Summary window.

   To set defaults:

1. Choose the Set Defaults button to open the Customer Item Defaults window. See: Setting Customer Item Defaults.

   To define a customer item cross reference:

1. Choose the Cross Reference button. See: Defining Customer Item Cross References.

   Note: The profile is used to determine whether the customer item can be updated.