New processing options available for sales orders and Bill on Receipt products

New options are now available to accommodate sales order processing for customer Storeroom warehouses that are maintained within your own facility and Bill on Receipt (BOR) processing.

  • Prevent the automatic shipment of sales orders

    You can clear the new Auto Ship Storeroom Issues option in Product Warehouse Description Setup-Storeroom to create sales orders in Order (1) stage. You can then maintain, pick, and ship the order on the new Maintenance screen in Storeroom. You can also print pick tickets using standard Distribution SX.e functionality, including Infor Document Management.

  • New sourcing options for stock and nonstock products

    You can now source stock products on purchase orders (PO) and warehouse transfers (WT), including direct POs and WTs. You can also source nonstocks on direct POs and WTs. New security roles determine if you can source stock products and submit a direct order for a nonstock product.

    Sourcing for these products are prohibited: customer-owned, regrind, receive as unavailable, and BOR.

  • Classification of Bill on Receipt (BOR) orders and lines

    These new flags are used in the database to identify sales orders and sales order lines with BOR products:

    • srautoborfl: Indicates that the sales order was automatically created to bill customers for BOR products that were acquired through a purchase order or warehouse transfer. The flag is used in the OEEH table.
    • srborfl: Indicates that the BOR product on the line was issues to the customer from Storeroom. The flag is used in the OEEL table.

    The flag data can be extracted to Data Lake and used for reporting in Birst. The flags are not visible in Distribution SX.e but are included in Sales Order Master List Report output.

  • Price BOR products at cost

    Instead of maintaining pricing records for BOR products, you can set the selling price for BOR products to the cost at which the product was received on purchase orders and warehouse transfers. Select the new Bill on Receipt Priced at Line Cost option in Product Warehouse Description Setup-Storeroom. Use this option if you charge your customers a monthly fee, or some other method, to manage their inventory. It will prevent standard pricing logic from occurring.

  • Track BOR product selling price for reporting

    You can now use the existing Calculate and Save System Price option in SA Administrator Options-Documents-Sales Orders-Entry Settings to calculate the selling price for a BOR product on a sales order line. The selling price, which is based on the Distribution SX.e pricing hierarchy, and other related pricing data are saved to the OEEL database table. The data can be extracted to the Data Lake and used for reporting in Birst to compare the selling price to the price that you originally billed the customer.

See the Infor CloudSuite Distribution Integration Guide for Infor Distribution Storeroom CE.