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Infor Distribution Storeroom User Guide (Cloud)
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About this guide
Overview
Architecture
Terminology
Customer-owned versus distributor-owned inventory
Permanent C products
Storeroom modules
Access and navigation
Required user records
Security roles
Signing in to the application
Signing in to another customer account
Choosing your user interface
Language preference
Order confirmation messages
Working with grids
Exporting records from all pages
More menu
Export to Excel
Filter
Row height
Grid pagination
Working with lookups
Most Recently Used
Working with toolbar controls
Personalization
Personalizing screens
Signing out of the application
Issues and Returns
Issues
Issue workflows
Auto-ship workflow
Maintenance workflow
Available quantity validation and product balances
Sales order maintenance
Requested Ship Date and Promise Date
Storeroom issue information on sales orders
Nonstock products
Nonstock prices
Do Not Reorder and superseded products
Serial- and lot-controlled products
Back orders
Lost business
Sourced products
Back order maintenance
Force shipping
Notes and comments
Taxable status of products
Entering an issue for a stock product
Entering an issue for a nonstock product
Maintaining an issue
Maintaining a back order
Shipping an order
Canceling a back order
Returns
Serial- and lot-controlled products
Restocking Fees
Entering a return
Completing a return
Returning an issued Bill on Receipt product to the vendor
Saving issues and returns as drafts
Importing issues and returns
Import file format
CSV file example
Importing the CSV file
Validating and submitting an import file
Troubleshooting the upload
Processing orders in Distribution SX.e
Automatic shipping
General Ledger updates
Order and product inquiries
Hyperlinks
Storeroom order inquiry
Inquiring on orders in Storeroom
Inquiring on orders in Distribution SX.e
Product availability inquiry
Inquiring on product availability in Storeroom
Inquiring on product availability in Distribution SX.e
Reviewing order transactions in the EDI Electronic Transaction Control Center Entry
Replenishment
Replenishing distributor-owned products
Reviewing recommended order quantities for distributor-owned products
Reviewing availability in other warehouses
Transferring stock to a Storeroom warehouse
Assigning and tracking serial and lot numbers during replenishment
Shipping a warehouse transfer in Storeroom
Shipping a warehouse transfer to an auto-receive warehouse
Manually transferring stock between Storeroom warehouses
Transferring stock from a Storeroom warehouse to the distributor’s warehouse
Replenishing customer-owned products
Bill on Receipt products
Permanent C products
Replenishing permanent C products
Recommending order quantities for permanent C products
Modifying the Customer Owned Purchase Report
Creating a customer product requisition record
Receiving
Receive as unavailable
Receiving purchase orders
Receiving products in a Storeroom warehouse
Receiving products through file import
Import file format
Importing purchase order data
Validating and submitting an import file
Filling back orders
Manually filling backorders
Canceling a purchase order
Inspecting and releasing unavailable products
Receiving customer-owned products on a requisition
Receiving warehouse transfers
Receiving a warehouse transfer in a Storeroom warehouse
Kits
Kit Production work orders
Kit ownership
Customer-owned component inventory
Distributor-owned component inventory
Combination of customer- and distributor-owned components
Work order workflow
Replenishing kits
Creating work orders with the KP Entry Recommended Work Orders Report
Printing work orders in the Storeroom
Work order updates
Serial- and lot-controlled kit products
Back orders
Updating a work order
Inventory management
Inventory adjustments
Serial- and lot-controlled products
Managing surplus
Adjusting customer- or distributor-owned inventory quantities
Unavailable inventory
Moving product into unavailable inventory
Approving or rejecting pending inventory adjustments
Regrind products
Regrind workflow
Unavailable regrind products
Regrind product and labor records
Sending out a regrind product for repair
Open Regrind Inquiry
Receiving regrind in products
Vendor returns
Returning a Bill on Receipt inventory product to the vendor
Returning products to the vendor
Completing a purchase order return
Recovery billing
Creating recovery orders
Physical and cycle counts
Unit of measure
Physical counts
Cycle counts
Physical count or cycle count workflow
Adjustments to inventory
Serial- and lot-controlled products
Count sheets
Printing count sheets
Expected quantities recalculations
Recalculating expected quantities
Entering count results
Manually recording count data
Importing count results
Import file format
Importing count data
Validating and submitting an import file: Counting
Count sheets reprints
Reprinting count sheets
Reconciling the count run
Finalizing and updating the count
Deleting a count run
Troubleshooting
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