Setting the TWL WL Options

Use these options to define settings for transactions between the system and TWL. Discuss each option with your Infor business consultant before you make selections to ensure you maximize your TWL system. After settings are established, changing the selections with pending open orders in the system may cause undesirable and irreversible situations that could disrupt your system.

  1. Select System Administrator > Administration > Administrator Options > Logistics > WL Options.
  2. In the TWL Specific Settings - Interface / Defaults / Notes section, specify this information:
    Default GL Operator

    The value you specify in this option is the default value for the Pick Initials field in Sales Shipping Feedback Entry. This value is used if journals must be opened.

    Download Zero Quantity Lines for Order Manager to Drop

    Select this option to print packing lists from TWL and to see all lines on an order. All lines are released to TWL, including zero quantity lines.

    Clear this option if you do not require that zero quantity lines released to TWL. If cleared, the zero quantity shipped lines are not sent to TWL, and they are not displayed on RF screens.

    See Setting the TWL printing options.

    New Part Default Zone

    The code you specify for this setting is displayed on new product records that are created in these functions:

    • PD Administrator Automatic Pricing Report
    • Product Adjust Non-Stock/Direct Order Entry
    • Product Warehouse Product Setup
    • Sales Order Entry

    You can use the WL New Products Report to find the product records that contain the new product default zone. After the new parts are identified, you can determine whether to create primary locations and assign a new zone before receiving the item.

    Send Customer Notes with the Order

    Select this option to send customer notes from the Customer Setup record to TWL so the notes are displayed in the picking or packing process. During the process of releasing the order to TWL, the order notes and line comments are automatically sent to TWL.

    If you select this option, the Customer Setup notes are added to the order notes. Customer Setup notes are displayed first, and then the order notes are displayed. Only 3 ½ lines of notes are displayed on the RF.

    Send ICSP Product Notes with the Picking Lines
    Select this option to release the printable notes from the Product Setup record, including order line comments, to TWL when you print the order or transfer.
    Send ICSP Product Notes with the Receipt Lines
    Select this option to release product notes to TWL when you release a purchase order. Use the Notes context application to view notes.
  3. In the TWL Specific Settings - Shipping section, specify this information:
    Use 3rd Line of Address in TWL Interface

    Select this option to include the third address line in the shipping and receiving address. The third address line supports international addresses.

    Clear this option to not use the third address line, or if you use a shipping interface that cannot accommodate a third address line.

    If you use a shipping interface, ensure that the shipping interface external software has been set up to accommodate the third address line during installation.

  4. In the WL Settings - Returns and Orders on Hold section, specify this information:
    Approve Type for Customer Returns Placed on Hold

    Specify a hold code for return orders automatically placed on hold. You can release the return in Sales Credit Release Inquiry after the vendor gives you credit, and then invoice the order so the customer receives credit.

    Approve Type for Zero Shipped Orders Placed on Hold

    Specify the default hold code for zero shipped orders. The default value for this field is z, but you can change it. If you clear the field, z is assigned as the default hold code.

    When an order has zero shipped quantities, the order is automatically placed on hold before transferring the order to TWL. You can locate the problem quantity and fix the problem. You can then approve the order and reprint the order with the original products, quantities, and ties. You can then drop, pick, and pack the order in TWL.

    Hold PO/RMs for Manual Release

    After a vendor return (PO RM) has been packed or shipped in TWL, depending on the host or TWL shipping method, the return is synchronized with the system.

    Select this option to enable PO RMs in vendor return status to be held in WL Transaction Inquiry. Hold the PO RM provides time for the customer return to be received, the customer order to be invoiced, and the vendor return to be processed against the unavailable stock. After you release the return by changing the WL Transaction Inquiry status to activate, the WL Entry Batch Receiving Report processes the transaction.

    Clear this option to enable PO RMs to be automatically processed through WL Transaction Inquiry and the WL Entry Batch Receiving Report.

    Type of Returns to Place on Hold

    Use this option to indicate the type of customer returns to place on hold.

    Select All to enable all Return Merchandise (RM) orders and sales orders with return lines to be placed on hold.

    Select Vendor to enable the customer returns with a vendor return type to be placed on hold.

    If you select All or Vendor, you must also specify the default hold code in the Approve Type for Customer Returns Placed on Hold field.

  5. In the WL Settings - Processing section, specify this information:
    Purge WL Transaction Inquiry When They Become Inactive

    Select this option to immediately purge WL Transaction Entry records and all associated records as soon as they become inactive.

    You can also use the WL Delete Transmissions Report to delete inactive transactions.

    Note: If you do not select this option, inactive and message transactions are automatically purged from WL Transaction Inquiry when the Distribution SX.e application is updated to a new version. A conversion program is initiated by the Infor Cloud Operations team each time an updated version of Distribution SX.e is applied to your production tenant. This conversion program purges all inactive transactions that are 180 days and older. Message transactions that are 90 days and older are also removed. This is to prevent the database from filling up with processed records and impacting system performance.
    WL Inventory-In SA Table Code Value Setup Value for Final External

    Optionally, if you use the Value Add module, specify ii pro, or similar, section name. This field is required to create new Inventory In (II) sections from TWL. The Inventory In (II) section is for receiving inventory that was added to the external fabrication process.

    WL Inventory-In SA Table Code Value Setup Value for Final Internal

    Optionally, if you are using the Value Add module, specify ii pro, or similar, section name. This field is required to create new Inventory In (II) sections from TWL. The Inventory In (II) section is for receiving inventory that was added to the internal fabrication process.

  6. Click Save.