Setting up third-party forms printing
The System Administration setup screen for forms configuration differs depending upon the form you are setting up.
- Select System Administration > Administration > Administrator Options.
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Select the Administration function pertaining to the form you want to
configure:
Form Setup function AR statement Customers-Statements Sales order pick ticket Documents-Sales Orders-Printing Warehouse pick ticket Documents-Transfer Orders-Printing Value Add fabrication pick ticket Documents-Value Add-Printing Check Vendors-Print Formats AP electronic remittance Vendors-Print Formats Sales order acknowledgement Documents-Sales Orders-Printing Sales quote order Documents-Sales Orders-Printing Invoice Documents-Sales Orders-Printing Commercial invoice Documents-Sales Orders-Printing Purchase order Documents-Purchase Orders-Printing Bill of lading Documents-Sales Orders-Printing Delivery note Documents-Sales Orders-Printing - Select 4 in the Print Format field.
-
Select Third Party or Both in the
Output Type field.
If you select Both, both a Report BOD and SXFileTransport BOD are created. The Report BOD is sent to Infor Reporting and prints the form as it is formatted in Infor Reporting. The SXFileTransport BOD is sent to ION to be consumed by your third-party forms application.
Select IDM Output Management or IDM Output Management and Third Party in the Output Type field if you are using Infor Document Management to generate and store forms.
See the Infor CloudSuite Distribution Configuration Guide or Infor Distribution SX.e Configuration Guide for Infor Operating Service for information on enabling IDM for forms printing.
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If you selected an Output Type of IDM Output Management or IDM Output
Management and Third Party, specify the document type ID set up
in Infor Document Management for the selected form's template. If you are using
the default template created for Distribution SX.e, specify
SX_Form_Templates.
If you are using a custom template for your form based on the templates created for Distribution SX.e, specify SX_Custom_Form_Templates.If the IDM Document Type ID is blank, the default template name is used.
- Specify the template name for the form and the email from name and email address.
- Click Save.
- If you are using TWL and generating the pick ticket/packing list automatically from TWL through Infor Document Management, define a System Admin User in SA Administrator Options-System-Login Security. This user's IFS User credentials are used when the packing list is printed.