SA Administrator Options - Documents - Back Order Fill - Printing field descriptions

Formats - Back Order Fill

Print Format
Select the format to be used to print the back-order fill reports when generated through the Sales Entry Processing Back Order Fill Report. The possible values range from zero to nine. The formats supported by CloudSuite Distribution are:
  • Format 1 - Standard print format: This is the default format.
  • Format 4 - XML output format: This format is used to generate XML output that can be configured to send to Infor Document Management (IDM) or a third-party forms printing application, based on the selected Output Type.
Output Type
Select the output type to be used to generate sales back-order fill reports through the Sales Entry Processing Back Order Fill Report. The output types supported by CloudSuite Distribution includes:
  • Third Party: Sends the sales back-order fill form to a third-party forms printing application. An XML-formatted file is sent to ION through the SXFileTransport BOD. You must configure ION to enable connectivity with the third-party forms provider.
  • IDM Output Management: Sends the sales back-order fill form to IDM for report generation and storage. The output is sent to the IDM Document Output Management Service through a REST API call.
  • IDM Output Management and Third Party: Sends the sales back-order fill form to IDM and a third-party forms printing application. Possible scenarios:
    • Generates an SXFileTransport BOD to review the values passed in the XML file for each sales back-order fill form. The XML output can help troubleshoot issues and verify that the form values match the data sent from CloudSuite Distribution.
    • Generates an SXFileTransport BOD that triggers an ION document flow to handle any variety of business processing requirements.

For information about enabling IDM for forms printing, see the Infor CloudSuite Distribution Configuration Guide or the Infor Distribution SX.e Configuration Guide for Infor OS.

Note: This field is displayed only if the value in the Print Format field is set to 4.
Level 1 and Level 2 Extra Fields

Specify additional fields to include extra information in the data sent through the BOD or to the API Gateway. Each field must be separated by a comma. Extra data fields for sales back-order fill forms are retrieved from these tables:

  • Level 1 table: OEEH
  • Level 2 tables:
    • OEEL
    • OEELK
    • ICSP
    • ICSW

The specified fields are copied to the ESBEXTRADATA table and are used by the SXFileTransport BOD when third-party output is configured.

You can include table array fields by specifying the array number. For example, the oeeh.addonamt[2] and oeeh.addon[2] fields must be specified in the Level 1 Extra Fields field as oeeh.addonamt2,oeeh.addonno2.

Note: The Level 1 Extra Fields and Level 2 Extra Fields fields are displayed only if the value in the Print Format field is set to 4.
IDM Document Type ID

Specify the Document Type ID configured in the IDM application for the sales back-order fill form template. Possible values:

  • SX_Form_Templates: Uses the default form template created for CloudSuite Distribution.
  • SX_<Custom>_Form_Templates: Uses a custom form template created for CloudSuite Distribution.

The specified Document Type ID is sent in the API request to the IDM Document Output Management Service.

Note: 
  • By default, the value in this field is set to SX_Form_Templates.
  • This field is displayed only if the value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
IDM Template Name

Specify the template name configured in the IDM application for the sales back-order fill form template. The specified template name is sent in the API request to the IDM Document Output Management Service.

Note: 
  • By default, the value in this field is set to SXBoFillTemplate. This is the default IDM template for sales back-order fill form.
  • You can modify this value to use a custom template.
  • This field is displayed only if the value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
IDM From Email Address

Specify the email address to which the generated sales back-order fill form reports are sent from the IDM application.

Note: 
  • If this value is not specified, the report is sent to the email address of the operator running the Sales Entry Processing Back Order Fill Report. The email address must be defined for the operator on the SA Operator Setup screen.
  • If the operator email address is not defined on the SA Operator Setup screen, the report is sent to the default email address configured in IDM.
  • This field is displayed only if the value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
IDM From Email Name

Specify the name of the receiver of the sales back-order fill form reports that are generated and sent from the IDM application.

Note: 
  • If this value is not specified, the name of the operator running the Sales Entry Processing Back Order Fill Report is used. The operator name must be defined on the SA Operator Setup screen.
  • If the operator name is not defined on the SA Operator Setup screen, the default name configured in IDM is used.
  • This field is displayed only if the value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.