SA Administrator Options - Documents - Transfer Orders - Printing field descriptions

Print Format

The Transfer Entry Print Warehouse Transfer Report uses the Print Format code to determine the format for printing warehouse transfers.

Select 1 to use the National Electrical Manufacturers Association (NEMA) standard pick ticket format. This format is also the standard system format if you are running Distribution SX.e on-premises.

Select 4 in the Print Format field to produce XML output when you run the Transfer Entry Print Warehouse Transfer Report. XML output is required for forms that are sent to Infor Reporting, Infor Document Management, or some third-party forms printing applications. When you specify 4, you must also select an Output Type. Format 4 with an Output Type of Infor Reporting is the default format selected for all forms if you are running CloudSuite Distribution.

Select 9 if you use a custom print routine to print your warehouse transfer pick tickets. The custom routine must control whether transfer order headings are printed and the format in which the transfer pick ticket is printed. If you select 9, the utility program wtep9.r is executed when you print warehouse transfers. Format 9 is not supported for CloudSuite Distribution.

Headings
Select the Headings option if you want the standard headings printed on your warehouse transfer pick tickets. If you are using a pre-printed NEMA form, the headings should not be printed. If you are using a custom print routine, it must control whether the pick ticket headings print.
Output Type
The Output Type is required if you select 4 in the Print Format field.
Select Infor Reporting to send the transfer order pick ticket to the Infor Reporting application. An XML-formatted file is sent to ION in the Report BOD. Infor Reporting is the default Output Type if you are running CloudSuite Distribution.
Select Third Party if you are using a third-party forms printing application to print your transfer order pick tickets. An XML-formatted file is sent to ION in the SXFileTransport BOD. You must set up ION to enable the connection to your third-party forms provider.
Select Infor Reporting and Third Party to send transfer order pick tickets to both Infor Reporting and a third-party forms printing application. Both the Report and SXFileTransport BODs are sent to ION.
Select IDM Output Management if you are using Infor Document Management to generate and store transfer order pick tickets. The output is sent to Infor Document Management Output Management Service in a REST API call.
Select IDM Output Management and Third Party to send transfer order pick tickets to both IDM and a third-party forms printing application. This option should be selected in these cases:
  • To generate a SXFileTransport BOD in order to view the values passed in a third-party XML file for each transfer order pick ticket. The XML output can assist in troubleshooting and to verify that the values on the forms match what is passed from Distribution SX.e.
  • To generate a SXFileTransport BOD to use for mapping your own custom form templates, instead of using the default SX Form Templates stored in IDM.

    See the Infor CloudSuite Distribution Configuration Guide or Infor Distribution SX.e Configuration Guide for Infor Operating Service for information about enabling IDM for forms printing.

Level 1/Level 2 Extra Fields
If you select an Output Type of Third Party, Infor Reporting and Third Party, IDM Output Management, or IDM Output Management and Third Party, specify any extra fields in the Level 1 and Level 2 Extra Fields to include in the information sent in the BOD or to ION API. Separate each extra field with a comma. Extra data fields for transfer order pick tickets are retrieved from the WTEH table for Level 1, and the WTEL table for Level 2. Extra fields are written to the ESBEXTRADATA table and are used by the SXFileTransport BOD if you are sending third-party output. Extra fields are written to a POST API request to the IDM Document Output Management Service REST API if you are sending the form to IDM.
IDM Document Type ID
If you select 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 transfer pick ticket. 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 transfer order pick tickets, based on the templates created for Distribution SX.e, specify SX_Custom_Form_Templates. The IDM Document Type ID is sent in a POST API request to the IDM Document Output Management Service. If the IDM Document Type ID field is blank, the default templates are used.
Bulk Pick Ticket IDM Document Type ID
If you select an Output Type of IDM Output Management or IDM Output Management and Third Party, and you are printing bulk transfer pick tickets, specify the document type ID set up in Infor Document Management for the bulk transfer pick ticket. 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 bulk transfer order pick tickets, based on the templates created for Distribution SX.e, specify SX_Custom_Form_Templates. If the Bulk Pick Ticket IDM Document Type ID field is blank, the default templates are used.
IDM Template Name
Specify SXWTPickTicketTemplate. The IDM Template Name is sent in a POST API request to the IDM Document Output Management Service. If the IDM Template Name field is blank, the default transfer pick ticket template is used.
Bulk Pick Ticket IDM Template Name
If you are printing bulk transfer order pick tickets, specify SXWTBulkPickTicketTemplate.
IDM From Email Address
Specify the email address to be used by IDM when generating and sending transfer order pick tickets and bulk transfer order pick tickets by email. If the email address is blank, the email address from SA Operator Setup for the user running the Transfer Entry Print Warehouse Transfer Report is used. If no email is assigned to the SA Operator Setup record, the default email address set up in IDM is used.
IDM From Email Name
Specify the person's name to be used by IDM when generating and sending transfer order pick tickets and bulk transfer order pick tickets by email. If the email name is blank, the email name from SA Operator Setup for the user running the Transfer Entry Print Warehouse Transfer Report is used. If no email name is assigned to the SA Operator Setup record, the default email name set up in IDM is used.