Creating a POS Order

Use the Add New Sales order page to create a POS order.
Note: The data for the product selected on the Custom Setting Maintenance page must be same as the POS item group in the M3 application.
  1. Select the Add New Sales Order. The New Sales Order Wizard page.
  2. Specify this information:
    Account
    The account to which the order is linked.
    Order Type
    The type of order.
    Note: By default, this field is set to POS Order.
    Warehouse
    The warehouse for which the order is created.
    Status
    The status of the sales order.
    Order Date
    The date on which the customer placed the sales order.
    Note: The current date is defaulted in the Order Date field.
    Due Date
    The date by which the sales order must be delivered.
    Note: The current date is defaulted in the Due Date field if no date is specified.
    Currency
    The currency code for the sales order.
    Account Manager
    The person or team that manages the account for this sales order. The value is defaulted based on the specified Account.
    Opportunity
    The opportunity linked to the sales order.
  3. Click Next on the New Sales order wizard window to open the product lookup.
  4. Specify the quantity for the selected product in the Quantity field.
    Note: The following fields are specific for the POS order type:
    • Details
    • Products
    • Description
    • Quantity
    • Available Quantity (calculated value)
    • Maximum Quantity (set up in Account>Product)
    • Purchased Quantity (calculated value)
    • Stock Quantity (Inventory available, from ERP)
  5. Click Submit. The Sales Order summary page is displayed.
  6. Verify the Order line details on the Sales Order Summary page and click Next.
  7. Verify the order header and line details.
  8. Click Promote to sync the order details in M3. The Sales Order BOD is published.
    Note: You can hover over the Sync status icon to view the Sync Status. After promoting the sales order, its sync status is updated to Published.
  9. Click Submit to close the Sales Order Wizard window. The Sales Order has been created message is displayed on the right corner of the Sales Order page.
  10. Click the sales order number to access the Sales Order details page.
  11. Click the menu and select the Accounting from the order header. The Accounting page is displayed.
  12. Copy the corresponding M3 customer order number from the External ID field.
  13. Click the App menu and select Infor M3 to access the Infor M3 application.
  14. Verify the Company and Division on the M3 application.
    Note: The company and division must be 400 ATA.
  15. Press Ctrl + R and specify OIS300.
  16. Click OK. The Customer order list page is displayed.
  17. Specify the M3 customer order number (from CRM sales order’s External ID field) in the Customer Order numberfield to view the POS order details.