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Infor Distribution Storeroom Administration Guide (Cloud)
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About this guide
Intended audience
Related documents
Overview
Architecture
Terminology
Storeroom modules
Configuring user access
Storeroom access
Assigning security roles to users
Limiting access to Storeroom functions for company administrators
Assigning customers to users
Removing a security role from a user
Deleting a Storeroom user record in Infor OS
Removing an accounting entity from a user
Choosing your user interface
Storeroom Mobile access
Enabling access to the Storeroom Mobile application
Configuring Distribution SX.e
Customers and ship tos
Storeroom-managed warehouses
Defining a Storeroom-managed warehouse
Storeroom-managed warehouse products
Customer-owned versus distributor-owned inventory
Permanent C products
Bill on Receipt products
Bill on Receipt products on backorders
Reporting on Bill on Receipt products
Serial-controlled and lot-controlled products
Receiving and entry defaults for serial and lot products
Nonstock products
Bin locations
Units of measure
Setting up a product-specific unit conversion
Setting up a non-specific unit conversion
Defining a Storeroom-managed product
Regrind and labor products
Setting up a regrind product
Setting up a regrind labor product
Product cross-reference records
Setting up a customer product cross-reference record
Mass maintenance of product cross reference records
Creating a set of product cross-reference records for a customer
Editing the product cross reference data in Excel
Importing data
Performing the final update
Remote printers
Setting up a remote printer
Setting up a pick ticket printer
Setting up a purchase order printer
Setting up an invoice printer
Miscellaneous settings
Enabling a user to force ship products
Setting the preferred send type for purchase orders
Verifying the originating email address for reports
Changing retry logic values
Verifying operator security
Configuring Storeroom
Record status
Record maintenance and deletion
Company records
Editing a company record
Customer Number records
Creating a customer number record
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Creating a warehouse record
Customer product records
Unit of measure
Creating a customer product record
Department records
Creating a department record
Employee records
Creating an employee record
Importing employee records
Importing the CSV file
General Ledger accounts records
Creating a GL account record
Machine records
Creating a machine record
Properties
Editing a property
Personalization
Exporting personalization records
Importing personalization records
Data Lake Queue
Creating a manual data lake queue
Data Lake Audit Processing
Connecting to ION and publishing BODs
Verifying the connection points for the integration
Configuring a document flow between Distribution SX.e and Storeroom
Activating the Location BOD
Integrating Storeroom with a vending machine application
Creating a backend service
JSON file structure
Troubleshooting
Properties
Storeroom roles
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