A Customer Item is created from a Customer Invoice when:

• a Product with a defined Customer Item Type is added to Invoice and,
•  the option to Create Customer Item when posting Invoice is set to true for the customer account. 

The flowchart below illustrates the conditions under which a Customer Item is created from a Customer Invoice as well as the mandatory review process that follows

When Customer Item is created from a Customer Invoice, a Customer Item icon appears at the end of the product line. This icon indicates that a Customer Item record will be created when this Invoice will be posted 

Once a Customer Item is assigned to a product line and the line editor is closed or another line is added, the product quantity can no longer be modified 

Reviewing Customer Items from Customer Invoice 

A Customer Item assigned to a product in an invoice must be reviewed if the following Customer Item Setting is enabled in Infusion. This setting only determines whether the user must review the Customer Item from the invoice before posting.

Customer Item will be created regardless of this setting; however, the ability to post the invoice depends on whether the above setting is enabled.

The flowchart below illustrates when reviewing a Customer Item becomes mandatory before Posting a Customer Invoice.

Customer Item Icon states 

Customer Items progress through various review states during the Customer Item review process. These states indicate whether the required item details have been completed and help ensure all items are properly managed before posting.

• Not reviewed state - Indicates that the Customer Item has not yet been reviewed. This is the default state.
• Partly reviewed state - Indicates that some items in the product line have been reviewed, but not all.
• Fully reviewed State - Indicates that all Customer Items listed in the invoice have been reviewed.
• Error State - On the main invoice page, the Customer Item icon turns red if there is a serial number conflict with an existing Customer Item. Hovering over the icon displays a message indicating which Customer Item has the conflicting serial number, and the user will be prevented from posting the invoice.

Customer Item review process

When a Customer Item is assigned to a product line on an invoice, a Customer Item icon appears at the end of that line in the Not Reviewed state.

Click on the Customer Item icon next to the item line and Review Customer Item page will open

The left panel displays the Customer Items linked to a product, with a toggle button to expand or collapse the view. A scroll bar is available to navigate up and down when needed.

When a product has multiple quantities, a separate Customer Item is created for each unit, and each item must be reviewed individually.

The top-right section indicates the number of items reviewed out of the total.

During the Customer Item review process the user will have action options available as below:

• Cancel - Cancels the Customer Item review process entirely. No changes will be saved.
• Skip - Skips the review of the current Customer Item. The item will not be marked as reviewed and will remain in the "Not Reviewed" state.
• Save Draft and close - Saves all entered information and closes the Customer Item Review page. The review can be resumed later.
• Back – This button takes you to the previous item reviewed. (Note: This option will be disabled when you're on the first item.)

While reviewing the Customer Item the following fields cannot be edited 

• Customer Account
• Serial number (only for Serial Tracked Products)

After reviewing the details of a Customer Item, click Next to move to the next item in the list.

Reviewed items will be clearly marked (green tick), making it easy to identify which ones are still pending. The user can click on any item in the list to open and complete the review process.

When some, but not all, Customer Items on an invoice have been reviewed, a Partly Reviewed icon will appear on the main invoice page. This status alerts the user that further action is required before the invoice can be posted.

Adding Serial number during Customer Item review 

For non-serial tracked Products, serial numbers can be added during Customer Item review.

If the below Customer Item setting is set to true, each Customer Item assigned requires unique serial number, if not a serial number conflict will arise

When there is a serial number conflict, a warning icon will appear near the Customer icon. The user will not be able to proceed to the next item until the issue is resolved (the ‘Save Draft and Close’ button and ‘Next’ Button will be disabled)

Once all items have been reviewed and the user reaches the last Customer Item in the list, the 'Next' button will change to 'Confirm'. Click 'Confirm' on the Customer Item Review page.

 Customer Item icon will change to the Fully Reviewed state once confirmed. This indicates that no further action is required for Customer Item review.

The user can now proceed to Post the invoice without any errors or prompts related to Customer Items.

When the user clicks Post on an invoice that includes products with assigned Customer Item Types, a confirmation message will appear indicating how many Customer Items will be created.

This message provides visibility and allows the user to verify the number of items being tracked before finalizing the invoice.

Once you click confirm the Customer Item will be created and will appear under Customer Items list view 

Once the Invoice is posted the user can now view the related invoice under the Invoices tab under Customer Item Enquiry.

For Customer Items that are created from a Customer Invoice, the Product Code and Product Location will not be editable