Infor SyteLine Customer Service User Guide

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Setting Up New Customers
Customer Orders Overview
Creating a Customer
Adding a Multi-Site Customer (No Master Site)
Maintaining Customers from a Master Site
Maintaining Multi-Site Customer Ship-Tos
About Province/State Codes
Copying Customers to Other Sites
Assigning a Sales Contact to a Ship To Address
Rebalancing Customer Balances
About Moving Local Customers
About Multiple Currencies for Customers
Managing customer and vendor statuses
Estimating and Quoting
Estimating Steps
Creating a Cross Reference to a Purchase Order Requisition
Creating an Estimate
Creating Estimate Lines
Cross-Referencing an Estimate to an Estimate Job
Generating the Estimate Response Form Report
Using the Estimation Worksheet
Managing Customer Orders
About Approving Customer Shipments
About Customer Order Entry Non-Inventory Items
Determining the Cost of Goods Material Account
About Multiple Due Date Billing Terms
Attaching Files to Emails Sent from Interaction Forms
Automatically Changing Invalid Customer Order Due Dates
Approving Customer Shipments
Setting Up Customer Order Entry
Setting Up Invoice, Debit, and Credit Memo Sequences
Order Entry Steps
About Drop-Ship Locations and Taxes on Customer Order Lines
Adding a Configured Item in Order Entry
Building Kits for Customer Order Lines
Calculating Unit Price for Customer Orders/Estimates
Changing Lines/Releases to a Status of Complete
Changing a Single Customer Order Status to History
Changing Multiple Customer Order Statuses to History
Copying Orders and Estimates
About Copying Orders and Estimates
Creating a Blanket Order
Adding Lines to a Blanket Order
Cross-Referencing a Transfer Order to a Job Order
Cross-Referencing a Transfer Order to a Purchase Order
Cross-Referencing a Transfer Order to a PO Requisition
About Creating Customer Order Lines Change Logs
Deleting a Customer Order
How Customer Order Blanket Line/Releases Affect Inventory
Invoicing a Customer Order
About Order Invoicing/Credit Memos
Example: Progressive Billings
Advanced Terms Algorithm
About Invoice Addresses
Generating the Order Entry Exception Report
Printing Customer Statements
Purging the Packing Slip Register
Reopening a Closed Order, Blanket Line, or Release
Resetting Invoice Numbers
Setting Up Order Level Discounts
About Surcharges
Setting Up Surcharges
Surcharge Example
Determining the Best Site/Warehouse to Fulfill an Order
Manually Shipping a Customer Order
Shipping a Serialized Item
Shipping Customer Orders
Setting Up Shipping Charges for Credit Card Customers
Freight Charge Method Examples
Using the Order Pick List to Perform Shipping Transactions
Generating the Order Pick List
About DIFOT (Delivered In Full and On Time)
Implementing DIFOT (Delivered In Full and On Time)
Due Date and Discount Date Comparison Chart
Viewing Customer Order Document Lifecycle
Using Revision/Pay Days
Using the Customer Order Lines Form
Changing Customer Order Line/Release Status
Generating the Order Verification Report
Price Adjustment Invoices
About Price Adjustment Invoices
Creating a Price Adjustment Invoice
Reserved Inventory
About Reserving Inventory for an Order
Reserving Inventory for an Order
Reserving Inventory for an Order Line
Shipping an Order with Reserved Inventory
Progressive Billing
About Progressive Billing
Crediting or Reversing a Progressive Bill
Printing a Progressive Bill
Generating a Progressive Billing - Method 1
Generating a Progressive Billing - Method 2
Pegging Demands to Supplies
Cross-Referencing Demands to Supplies
Cross-Referencing Blanket Releases and Order Shipping
Cross-Referencing a Customer Order to a Job Order
Cross-Referencing a Customer Order to a Project
Cross-Referencing a Customer Order to a Transfer Order
Cross-Referencing a Customer Order to a Purchase Order
Cross-Referencing Configured Items
Deleting or Updating Cross-references
Customer Interactions
Logging Customer Interactions
Replying to an Incoming Customer Interaction
Tracking Orders Using a Delivery Order
Delivery Orders Overview
Creating Delivery Orders
Assigning Delivery Orders After Shipping
Assigning Delivery Orders Before Shipping
Assigning Delivery Orders and Delivery Order Lines Before Shipping
About Delivery Terms
Using Consolidated Invoices
Consolidated Invoice Overview
Setting Up Consolidated Invoices
Setting Up Consolidated Invoicing for a Customer
Setting Up Consolidated Invoicing for a Customer Order
Setting Up Consolidated Invoicing for a Customer Order Line/Release
Creating a New Consolidated Invoice Header
Adding Consolidated Invoice Lines
Deleting Consolidated Invoices
Deleting Consolidated Invoice Lines
Enabling or Disabling Consolidated Invoicing
Invalid Consolidated Invoice Records
Regenerating Consolidated Invoices
Regenerating Consolidated Invoice Lines
Sales Tax in Consolidated Invoices
Updating and Deleting Consolidated Invoice Records
Deleting a Range of Consolidated Invoice Records and Generating Updated Records in The Same Range
Deleting All Consolidated Invoice Records and Generating Updated Records for All
Deleting All Consolidated Invoice Records Without Adding New Records
Generating New Consolidated Invoice Records Without Deleting Existing Records
Using the Consolidated Invoices Workbench
Using the Consolidated Invoicing Activity
Using Credit Hold
About Credit Hold
Using Credit Hold
Activating Credit Hold
Activating Credit Hold for EDI Customer Orders
Manually Placing a Customer on Credit Hold
Manually Placing a Customer Order on Credit Hold
Removing a Customer from Credit Hold
Removing a Customer Order from Credit Hold
Updating Credit Field Authorization
Using the Customer Order Credit Hold Change Utility
Using Customer Contracts
Creating a Customer Contract
Customer Contract Pricing Setup
Setting Up Customer Contracts for Contract Manufacturing
Using Price Promotions and Rebates
Promotion Pricing and Rebate Programs Overview
Applying Promotion Pricing to Customer Order Lines
Maintaining Earned Rebates
Processing Earned Rebates
Closing Rebate Programs
Managing Multiple Currencies
Converting Customer Records to the Euro
Creating Customer Orders and Invoices in Foreign Currencies
About the Customer Euro Currency Conversion Utility
Using Letters of Credit
Creating a Customer Letter of Credit
How Letters of Credit Affect Customer Orders
Linking a Customer LCR to Customers and Orders
Processing Returns and Replacements
Return Material Authorization Overview
RMA Setup
RMA Steps
Receiving Returns
About Returns
About Return Receipt
About RMA Replacements
Accepting Returned Material
Creating an RMA Header
Creating RMA Line Items
Generating Replacement Orders
Issuing a Credit
Performing a Quick Return of an Entire Order
Processing Customer Returns After Invoicing
Processing Customer Returns Before Invoicing
Processing an RMA Credit Memo
Changing an Order Line Before Shipping
Reversing an RMA Credit Memo
Sending a Replacement
Using the RMA Status Report
RMA Extended Dispositions
About RMA Extended Dispositions
Setting Up RMA Extended Dispositions
Setting Up Disposition Codes
RMA Extended Disposition - Accounting Information
Using RMA Extended Dispositions
Creating and RMA and RMA Line
Creating a Disposition Entry for the RMA Line
Processing and Posting the RMA Disposition
Shipping Vendor Returns
Processing Vendor Returns
Verifying the RMA Disposition
Picking, Packing, and Shipping
Order Picking Steps
Order Packing Steps
Order Shipping Steps
About Ship Via Codes
About Shipping Processing Orders
Confirming a Pick
Creating a Pick List with the Pick Workbench
Creating Packages
Integrating to UPS WorldShip and FedEx Ship Manager
Pack Confirmation Scenarios
Grouping Pick Lists into a Shipment
Merging Packages
Merging Shipments
Picking, Packing, and Shipping Overview
Setting Up Package Labels
Printing Package Labels
Printing Packing Slips
Shipping a Shipment
Splitting a Pick List
Splitting Shipments
Unpacking Items
Unpicking Items
Unmerging Packages
Unship a Shipment
Using the Packing Slip Selection and Pre-Ship Packing Selection Forms
Using Point of Sale for Orders and Contracts
Point of Sale Overview
Setting up the Point of Sale (POS) Feature
Setting up Point of Sale Payment Types
Setting up General Point of Sale Information
Setting up the Point of Sale Receipt
Setting up a Cash Drawer
Setting up Point of Sale Information for Rentals
Processing Rentals with Point of Sale
Checking Out the Rental Equipment with an Initial Payment
Checking in the Rental Equipment
Handling Walk Up-Sales with Point of Sale
Billing Code Stored Procedures to Modify
Processing Orders with Point of Sale
Check Out the Cash Drawer
Log Into the Cash Drawer
Enter a Point of Sale Customer Order
Enter a Point of Sale Service Order
Handle Customer Pickups of Sales Orders
Run the End of Day Process
Returns
Processing Returns with Point of Sale
Verifying and Finalizing the Point of Sale Information
Finding and Reversing the Original Point of Sale Order
Setting Up European Union Sales Information
European Union (EU) Supplemental Information
Setting Up Information for the EU Sales List Report
Setting Up Information for the EU SSD Report
Intrastat SSD ASCII File Format and Data Mapping
Intrastat SSD XML File Format
European Union (EU) Field Defaults
Process Indicator Example
Customer Consignment Inventory Setup
Perform General Customer Setup
Define Replenishment Needs and Create Consignment Transfers
Record Customer Usage
Set Up Multi-Site Use of Customer Consignment Warehouses
Generating Statement of Account Letters
INCO Delivery Terms - Descriptions and Notes
About Alternate Address Report Formatting
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