The Cross References page is a standard Salesforce page used to create custom objects. If you have the permissions to view and change custom objects you may create named product references that connect customer and products.

Once defined, product reference names can be entered into the product reference field on agreement line and sales order lines.

You can define product cross references for Corporate Parent customers and products that already exist in the system.

When using products and product reference names, the matching requires a corporate parent customer match too. The customer must be defined for the agreement line or the sales order or there will never be a match for entries in the product reference field.

To create a new product cross reference you specify a new product cross reference name, a customer, and a product. You must also make it active and optionally you can set a period in which it will be active.

1. From the Cross References page click New.
2. Enter a value for the cross reference name. Leave Customer as the Cross Reference Type and leave Product as the Reference Object.

3. Use the lookup, , to find and select the Corporate Parent Customer you want linked to the new product cross reference.
   The agreement line and sales order header may specify the Customer Bill To, Ship To, or Sold To, but the Cross Reference definition must be set to the Corporate Parent to support proper linkage between the cross reference and the product.

4. Use the lookup, , to find and select the Product you want to associate with new product cross reference.
5. Select the Active checkbox.
6. Optional: Set the date for when the product cross reference will be active. You can omit both dates or the end date and the cross reference will default to active when that checkbox is set.

On the agreement line or sales order line you can enter either the product name or the product cross reference name and when you tab out of that field the other will be set when the customer matches. Associated pricelist information is also added to the line.

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

(Optional) table title

Field	Description
Cross Reference Name	A customer-specific product name alias or code name. On the agreement line and sales order line this field appears as Product Reference.
Cross Reference Type	This links the cross reference name with the Customer record.
Reference Object	This links the cross reference name with the Product record.
Customer	Specify the corporate parent customer so that related customer record types can be used to match the product with the alias. Use the lookup to make sure the proper corporate parent customer record is selected.
Product	The product to be linked with the cross reference name.
Active	Makes the cross reference name available for use.
Start Date	Optional. Sets the date when the cross reference will become active.
End Date	Optional. Sets the date when the cross reference ceases to be active. No value means there is no expiration.