Summary
The Customer Item Mapping screen allows you to move demand for a particular Customer and item combination into another item.
Examples of this include when you are transitioning a customer to a new item, and want their demand history to be removed from the old item (so forecast is reduced accordingly), and also to map the demand history for that customer to the new item, so that item's forecast is increased accordingly.
You can access this by going to Admin --> System Configuration --> Customer-Item Mapping
NOTE: This mapping is that the Customer and Item level of detail, so you can map entire customers at once. If you need to map specific customer-ship-to locations at one time, you can use the Customer Ship-To Item Mapping
Column Description
To add a new mapping, click the "+" icon at the right hand side of the grid. A new line will appear for your new record, and you can enter the values you want for your mapping. When you've entered the information you want to, click the "Save" link near the right-hand side of the grid.
IMPORTANT:
- These mappings are applied during the data import step of StockIQ's morning processing, so you will see the effect of these records only after the next FULL refresh of StockIQ.
- Open orders are not remapped. Any open demand will show at the correct warehouse out of which it will be fulfilled so that inventory projections are correct. Once closed, the order will be remapped
Customer Code - The unique customer code (typically a numeric or string identifier) for this customer. (Not the customer Name, since these are frequently duplicated in ERP systems)
Old Item - The old/previous item the customer was purchasing. Demand history will be mapped OUT of this item, and will no longer appear in the demand history for the old item.
New Item - The new item to which you want the demand mapped. . Demand history will be mapped INTO of this item via event adjustments. Moved demand order records will have a note added to them showing the item against which they were originally sold.
Date Effective - When you would like this rule to start being applied
Date Expires - When you would like this rule to stop being applied (this is not commonly used)
Start Date- The first date for which you want records mapped from the old customer item to the new one. Any sale before this date will not be mapped. If left blank, all records before the end date will be considered.
End Date - The last date for which you want records mapped from the old item to the new item. Any sales to this Customer for the Old Item AFTER this date will NOT be mapped. (This is not common)
Note - Any note you wish to apply to the record to help you remember why you put it there in the future.