Reporting on Bill on Receipt products

You can extract Bill on Receipt (BOR) data from Distribution SX.e to Infor Data Lake, and then use the data to report on BOR products using Birst.

For information about data extraction to Data Lake, see the Infor CloudSuite Distribution Configuration Guide. For information about creating reports in Birst, see Birst online help.

You can report on this data:

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

  Bill on Receipt (BOR) orders and lines are classified in Distribution SX.e database. These 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 issued to the customer in Storeroom. The flag is used in the OEEL table.

  The flags are not visible in Distribution SX.e but are included in Sales Order Master List Report output.

• Price and cost for issued BOR products

  When a BOR product is issued, the price and cost of the product that is saved to the Distribution SX.e database is zero. Optionally, you can select the Calculate and Save System Price option in SA Administrator Options-Documents-Sales Orders-Entry Settings to calculate the selling price, using the Distribution SX.e pricing hierarchy. The calculated selling price is not applied to the sales order line but it is saved, along with other values such as cost, to the database. The data is saved to the OEEL table. You can then use Birst to compare the calculated price or cost to amount that you billed the customer upon receipt of the product.

  This table shows the values that are saved to the database when you select Calculate and Save System Price:

  Field name	Data Type	Contents
  systemcontractno	Character	Contract number (pdsc.contractno) on the pricing record
  systemeffectivedate	Date	Start date (pdsc.priceeffectivedate) on the pricing record
  systempdcostamt	Decimal	Returned PD cost
  systempdcostty	Character	Returned PD Cost Type
  systempdscrecid	Integer	Record number (pdsc.pdrecno) on the pricing record
  systemprice	Decimal	Calculated price
  systempriceonamount	Decimal	Assigned price based on the oeel.systempriceonty, which is calculated using one of these values: Base price on the warehouse product record List price on the warehouse product record Cost values on the pricing record
  systempriceonty	Character	One of these values on the pricing record: 'AMT' if the price type (pdsc.prctype) is % Percent. Based on (pdsc.priceonty) value
  systempricesheet	Character	Price sheet (pdsc.pricesheet) on the pricing record
  systemrefer	Character	Reference (pdsc.refer) on the pricing record