The following is NOT inside knowledge but interpretation based on observed behavior.
The Customer Part Cross Reference functionality was (probably) designed so that the Customer would see THEIR part number and description on THEIR documents (Quote, SO Acknowledgement, Pack Slip, Invoice) while WE would see OUR part number and description on OUR documents (Job Traveler, Pick Lists). It is a pretty blunt hammer.
In the use case described in the OP, @Daniel_White’s users have come up with a great workaround… but remember that in addition to the Quote form, the SO Ack, Pack Slip, and Invoice will also need a look to make sure THEY display what you want your customer to see.
Thankfully we have redesigned most of those outward facing documents based on our previous Crystal Reports documents so we have created special cases for customer info on those
As a default it sets it to M which seems to use the CPXR table details on everything. I created a BPM so when a new customer is created it defaults it to N and then DMT’d all the existing customers to updated that same field to N.
But if you are talking about the Customer parts being created, it is probably users filling the field in on a Quote or a Sales Order. If you dont want them to fill them in, you could hide them from the UI on those screens.
Yeah good call, I just hid the built in customer part number field. They can use line comment or another field to put in the customer part/ref #.
It wouldn’t be so bad if we could turn it off for placeholder parts (TBD part number). But I’ve got 700 customer parts all tied to TBD, so when the quote a new TBD part to a customer, they always get some random old part description depending on customer. 12 years of all the sales reps cussing Kinetic and we’re fixing it today!
