M3 Financial Accounting User Guide
About this Guide
Enabling Financial Management
Accounting Dimension
Accounting Identity
Accounting String
Batch Total
Control Methods for Configuration of Bank Accounts (Sweden)
Convert Document Amounts and Currency Names to Text
Create Account Group
Create Account Translation Scenario
Create Accounting Identity
Create Accounting Structures for Financial Monitoring
Create Bank Account Indicator with Company-Defined Bank Account Fields
Create Bank Groups for Categorizing Banks
Create Column Template for the General Ledger Balance File
Create Invoice Accounting Template
Create Payment Type
Create Period Accounting Curve
Create Petty Cash Function
Create User-defined Balance Keys to Filter General Ledger Information
Define Accounting Dimension Name
Define Alternative Name (Pseudo ID) for Accounting String
Define Cash Discount Terms
Define Central Currencies, Central and Local Exchange Rates, and Exchange Rate Types
Define Journal Number Series
Define Start Day Intervals
Define Voucher Number Series
Enable General Ledger Management
Enabling Financial Management
Register Bank Account
Register Bank and Branches
Registering Bank Information
Tailoring Presentation of General Ledger Balances
Using FAM Functions to Facilitate Transaction Entry
List of Accounting Rules in M3
Accounting Rules Setup and Usage
The Impact of MUC Triggers
Accounting Rules for VAT Account Entries
Accounting Rules for AB - Automatic Bank Statement Processing
Accounting Rules for AP - Accounts Payable
Accounting Rules for AR - Accounts Receivable
Accounting Rules for CA - Cost Accounting
Accounting Rules for CO - Maintenance Customer Order
Accounting Rules for FA - Fixed Assets
Accounting Rules for GL - General Ledger
Accounting Rules for MF - Multiple Unit Coordination
Accounting Rules for MM - Materials Management
Accounting Rules for MO - Maintenance Orders
Accounting Rules for OI - Customer Orders
Accounting Rules for OP - Point of Sales
Accounting Rules for OS - Order Statistics and Budgeting
Accounting Rules for PC - Product Costing
Accounting Rules for PM - Production Management
Accounting Rules for PO - Project Orders
Accounting Rules for PP - Purchase Processing
Accounting Rules for SO - Service Orders
Accounting Rules for TA - Time Accounting
Accounting Rules for TX - Tax Management
Managing Accounts Receivable
Accept Cash Discount for Customer Payment
Accepting Customer Payments
Additional Payment Reference
Adjust Collection Assignment Proposal and Create Final Assignment for Past Due Customer Invoices
Adjust Group Invoice Proposal and Create Final Group Invoice
Adjust Interest Invoice Proposal and Create Final Invoice for a Payer
Adjust Payment Advice Proposal and Create Final Advice for a Payer
Adjust Payment Reminder Proposal and Create Final Reminder for Past Due Customer Invoices
Adjust Receipt Orders from Batch File before Allocation to Invoice
Adjust Statement of Account Proposal and Create Final Statement for a Customer/Payer
Adjusting Customer Payments
Allocate Customer Payment Using the Fast Allocation
Allocating Customer Payments to Invoice
Annual Run in Accounts Receivable
Automatically Allocate Customer Payment from Batch File to Invoice
Automatically Allocating Customer Payments from Batch File to Invoice
Automatically Write Off Customer Payment Difference
Bill Back - Accounts Receivable
Blocking Customer Invoices
Check Receipt Orders from Batch File against Accounts Receivable
Create Accounting Options for Customer Payments
Create Allowance for Doubtful Debts
Create "Balance Brought Forward" Statement of Account for a Payer
Create Bank Fee Type
Create Bank Quota
Create Bill Back Invoice for Payment Differences
Create Credit Memo by Matching Customer Payment and Credit Note
Create Customer Invoices Based on Payment Plan
Create Customer Invoice Manually
Create Interest ID for Payment Plan Processing
Create Interest Rule
Create Invoice Remittance for Direct Debiting/Factoring
Create Payment Advice Rule
Create Payment Forecast
Create Payment Plan for Customer
Create Payment Reminder Rule
Create Standard Letter
Create and Verify Collection Assignment Proposal for Past Due Customer Invoices
Create and Verify Group Invoice Proposal
Create and Verify Interest Invoice Proposal for a Payer
Create and Verify Payment Advice Proposal for a Payer
Create and Verify Payment Reminder Proposal for Past Due Customer Invoices
Create and Verify Statement of Account Proposal for a Payer
Creating Debt Collection Assignment for Past Due Customer Invoices
Creating Group Invoices in Accounts Receivable
Creating 'Open Item' Statement of Account for a Customer/Payer
Creating Payment Advice for Open Customer Invoices before Due Date
Creating Written Payment Reminder for Past Due Customer Invoices
Currency Deviation and Rounding Differences in Customer Payments
Customer Analysis
Define Age Ranges for Doubtful Debt Allowance
Define Bank Fee Types for Customer Payments
Define Indicator for Direct Debiting Agreements
Define Standard Opening and Closing Comments for Debt Collection Assignment
Define Standard Opening and Closing Comments for Interest Invoice
Define Standard Opening and Closing Comments for "Open Item" Statement of Account
Define Standard Opening and Closing Comments for Payment Advice
Define Standard Opening and Closing Comments for Payment Reminder
Define Write-off Percentages for Doubtful Debt Allowance
Delete Remittances for SEPA Direct Debit
Display Additional Information - Accounts Receivable
Draft Management in M3
Enter Customer Invoice
External and Internal Grouping of Invoices in Accounts Receivable
Factoring
Group Invoice Records for Internal Reconciliation
Interest Invoicing
Invoicing Interest for Late Customer Payments
Manage Customer Debit Note
Managing Allowance for Doubtful Debts
Managing Customer Checks/Drafts Rejected by Bank
Managing Customer Debts
Managing Customer Debts by Using Reminders
Managing Direct Debiting Agreements
Managing Direct Debiting in Accounts Receivable
Managing Direct Debiting according to the Danish Model
Managing Factoring
Managing Invoice Number Log
Managing Invoices and Payments in Accounts Receivable
Managing Non-adjustable Differences by Recording on Account
Manually Allocate Customer Payment to Invoice - Complete and Partial Allocation
Manually Allocating Customer Payments to Invoice
Manually Create Corrective Invoice in AR
Manually Create Group Invoice
Manually Match Customer Payment Record to Invoice
Manually Write Off Customer Payment Difference
Match Customer Invoice to Credit Note
Matching Customer Payment and Invoice Records
Methods for Reconciling Credit Card Payments against Customer Invoices
Monthly Group Invoice Processing for Japan Market
Perform Netting of Customer Payment Difference against Supplier Invoice
Preparing for Factoring
Print Standard Letter
Processing Customer Payments
Processing Payment Plan for Customer
Postdated Checks in Accounts Receivable
Reconcile Collected Draft/Definite Postdated Check and Record Bank Deductions
Reconcile Payments for Customer Invoices through Direct Debiting and Factoring
Reconciling Customer Payments through Direct Debiting and Factoring
Record Customer Check or Draft in the Payment Document Master
Record Customer Payment on Account
Record Customer Payment Received as Draft or Definite Postdated Check
Recording Customer Payments
Recording Customer Payments Received as Draft or Definite Postdated Check
Recording Customer Payments via Electronically Transferred Receipt Orders
Register Factoring Company and Payment Method
Remitting Customer Checks/Drafts to Bank for Collection
Remitting Customer Invoices for Direct Debiting or Factoring
Report Customer Check/Draft Rejected by Bank
Report Customer Draft/Definite Postdated Check Rejected by Bank before Collection
Revenue Recognition for Prompt Payment Discounts
Reverse Customer Payment Transaction
Translate and Download Receipt Orders from Batch File in another EDI format
Update the Financial System with Account Entries for Drafts without Acceptance
Update the Financial System with Preliminary Postdated Checks
Work with Recorded Customer Invoices
Managing Accounts Payable
Adjust Supplier Payment Proposal
Authorizing, Recoding and Approving Supplier Invoices for Payment
Automatic Matching of Batch Supplier Invoices to Purchase Order
Automatically Selecting Supplier Invoices to Pay
Automating Your Supplier Invoice Entry
Change Check Number
Change Supplier Invoice
Check Unapproved Supplier Invoice Lines
Concluding Invoice Matching when Goods Arrive
Create Accounting Options - Payment Variance
Create Bank Fees - Payment
Create Bank Quotas for Automatic Allocation of Supplier Payments to Bank
Create Debit Note for Supplier Invoice
Create and Verify Supplier Payment Proposal
Configure Selection of Supplier Invoices in Payment Proposal for Cash Discount Purposes
Define Additional Payment Reference for AP
Define Allowed Variances for Invoice Matching
Define AP Standard Document for Debit Notes
Define Automatic Processing During Invoice Matching
Define Basic Accounts Payable Settings
Define Rounding-Off Limits for Batch Invoices and Scanned Invoices
Draft Management in M3
Electronic Bank Confirmation of Supplier Payments
Enter On Account Payment
Enter Payment
Enter Payment with Cash Discount
Enter Recurring Supplier Payments
Executing Supplier Payments Based on Payment Proposal
Expense reports in APS450
Manage Payment Approval Routine
Simplified Workflow to Manage Payment Approval Routine
Managing Accounts Payable
Managing Batch Supplier Invoices
Manage Fields in MI Strings
Manage Invoice Matching for Brazil
Manage Automatic Invoice Matching for Brazil
Manual Payments
Manually Enter Supplier Invoice for Payment
Manually Entering Supplier Invoices
Manually Match Goods Receipt to Supplier Invoice
Manually Report from Bank
Match Credit Request Transactions to Supplier Credit Note
Matching Supplier Invoices to Purchase Orders
Migration of Bank Accounts
Pay by Check
Pay by Direct Debiting
Pay by Draft
Pay by Manual Bank Transfer
Preparing Supplier Invoices for Payment
Reconcile Control Accounts for Received but Not Invoiced Goods and Invoiced but Not Received Goods
Register Supplier/Payee Information Required for Financial Management
Report Supplier Draft as Collected
Select Goods Receipt Lines for Invoice Matching
Select Purchase Order for Invoice Matching
Setting Up Bank Accounts Using Global Electronic Messages
Simplify Routines for Authorization of Supplier Invoices
Supplier Payment Proposal Approval
Use Accounting Options - Payment Variance
Using Bank Quotas for Automatic Allocation of Supplier Payments to Bank
Using Payment Proposals to Create Supplier Payments
Validity Checks for Supplier Payments via BankGiro and PlusGiro (Sweden)
Verify and Adjust Invoice Lines for Invoice Matching
Managing Automatic Bank Statement
Allocate a Bank Statement Line Manually
Automatic Processing of Bank Statements
Automatic Bank Statement Reconciliation Setup
Automatic Bank Statement Reconciliation Processing
Bank Statement Types and Multi-Division Customer Receipts
Define Bank Account Identifier
Define How to Retrieve Information from the Additional Information File - by Structuring the File
Define How to Retrieve Information from the Additional Information File - Using Text Identifiers
Define Payment Variances when Processing Bank Statements
Define Scenarios for Allocating Invoices to Bank Statement Lines
Enabling Automatic Processing of Bank Statements
Enter a Bank Statement Manually
Initiate Automatic Allocation of a Bank Statement
Initiate Automatic Validation of a Bank Statement and Correct Any Errors
Prioritize Scenarios for Allocating Invoices to Bank Statements Lines
Reset a Bank Statement
Review a Partly or Fully Allocated Bank Statement
Review a Search for Information in the Additional Information File
Managing Accounting System
Account Addition
Accounts Allocation for General Ledger and Budget
Accounts Allocation Template for General Ledger and Budget
Account Supplementation
Analyze and Repair the General Ledger Balance File
Archive Accounts Payable Transactions
Archive Accounts Receivable Transactions
Archiving Financial Transactions
Automated Problem Solving in the Financial System
Close Fiscal Year Definitively
Closing Period and Fiscal Year in General Ledger
Create Accounts Allocation in General Ledger
Create Allocation Selection Table
Create Base Table for Allocation
Create Corrective Voucher in the General Ledger
Create Filing Template for Selective Archiving of Ledger Transactions
Create Filing Types for Archiving of Ledger Transactions
Create Finance Interface Template
Create Petty Cash Transaction
Create Records in Period Accounting Table
Create Standard Voucher
Create Target Table for Allocation
Delete Record in Period Accounting Table
Display Balance Information
Display Detail Information
Display Financial Information
Display Period Analysis
Display Transaction in Voucher
Enter Bank Transaction
Enter Journal Voucher
External Reconciliation
Journal Vouchers
Maintaining the General Ledger Balance File
Managing Finance Interface Transactions
Managing Interrupted Jobs in the General Ledger
Manually Reconcile Against External Document
Period Accounting
Petty Cash
Print Ledger Information
Print List of Transactions in Transaction Work File
Print List of Unbalanced Vouchers or Journals
Print Period Offset to Accounting Records
Reconcile Internal Transactions
Reconcile Petty Cash Transaction
Record Profit/Loss for the Year
Reverse Voucher
Security Check for a Financial System
Split Payment VAT Amount
Update Period Accounting
Use Recurring Journal Voucher for Periodic Routine Purposes
Use Standard Voucher
Year-End Closure - Italian Requirements - Introduction
Year-End Closure - Italian Requirements
Managing Fixed Assets
Automatic Registration of Equipment as a Fixed Asset at Goods Receipt
Budgeting Depreciation
Calculate Cost of Capital for Fixed Assets
Cash Discount Solution for Fixed Assets
Change Fixed Asset Entry
Configure Extraordinary Depreciation for Fixed Assets
Configuring Depreciation of Fixed Assets
Create Cost of Capital Method for Fixed Assets
Create Depreciation Types for Fixed Assets
Create Extraordinary Depreciation
Create Fixed Asset Type with Standard Values for Fixed Assets
Create Group for Fixed Assets
Create Location for Fixed Assets
Create Template for Double Declining Depreciation of Fixed Assets
Create or Update Acquisition Cost of Fixed Asset with Project Costs
Create User-defined Depreciation Plan for Fixed Assets
Create Value Type for Fixed Assets
Define Depreciation Type for a Fixed Asset Type
Defining Components for Fixed Asset Management
Depreciation Method 8 - Financial Agreement
Depreciation Plan Calculation Control
Dispose of Fixed Asset
Distribution of Depreciation for Moved Rental Equipment Registered as Fixed Assets
Divide Fixed Asset
Enter Budgeted Fixed Asset
Enter Fixed Asset or Update a Preliminary Fixed Asset
Enter Insurance Information
Examples of Transfer to Derogatory Depreciation
Impairing Fixed Assets in M3 BE
Impairment of Fixed Assets According to IAS 36 - Highlights
Initial Upload of Fixed Assets
Management of Fixed Asset Insurance
Methods for Depreciating Fixed Assets
Outcome
Before you start
Index
1. Building Blocks of the M3 Depreciation Solution
2. Automatic Calculation of Depreciation Plan
3. Linear Depreciation
4. Declining Balance Depreciation
5. Derogatory Depreciation
6. Auto-Change Depreciation
7. Double Declining Depreciation
8. User-Defined Depreciation Plan
9. Impact on Depreciation When Working with Fixed Assets
10. Extraordinary Depreciation
Perform Annual Run
Physical Inventory of Fixed Assets
Registering Preliminary Fixed Asset at Invoice Entry
Revaluation of Fixed Assets in M3 According to IAS 16
Selling Equipment Registered as a Fixed Asset
Selling Fixed Assets
Split Fixed Asset
Transferring to Derogatory Depreciation
Update Budget with Depreciation Transaction
Update General Ledger with Depreciation
Managing Multiple Unit Coordination
Configuration for Multiple Unit Coordination (MUC)
Create Cash Pool and Loan Management ID
Create Internal Invoice
Create Internal Invoice Proposal
Enter Standard Comments for Internal Invoices
Internal Invoicing
Manage Cash Pool and Loan Management Proposal
Multiple Unit Coordination (MUC)
Review and Change Internal Invoice Proposal
Set Parameters for Internal Invoicing
Managing Tax
Accounts Payable Tax Invoices for South Korea
Accounts Receivable Tax Invoices for South Korea
Canadian Sales Tax in M3
Configuring M3 Business Engine for VAT Management
Create Template for VAT Reports
Create VAT Codes for VAT Transaction Entry and Reporting
Create XML file for Polish Tax Authorities
Creating Supplier Tax Certificate
Define and Manage AvaTax Sales Tax
Define and Manage Vertex Sales Tax
Define Basic Trade Statistics Settings per Division
Define CZ Tax Reporting
Eco-Contribution
Fiscal Representatives in M3 and Their Impact on VAT Calculation and Internal Invoicing
Golden Tax Invoice for Internal Invoices
Golden Tax Invoice for M3 BE Order Invoices - Automatic Process
Golden Tax Invoice for M3 BE Order Invoices - Manual Process
Golden Tax Invoice for Other Invoices
Golden Tax Management for China in M3 Business Engine
Goods and Service Tax (GST) in India
Initiate VAT Run and Correct VAT Transactions Online
Introduction to Reporting of Trade Statistics in the European Union
Manage Tax Calculation Codes
Manage Withheld Tax on Customer Invoices
Manage Tax Calculation Code Selection
Manage Tax Regimes
Online VAT Reporting
Polish Tax Audit
Print VAT Report
Reconciling and Declaring VAT
Reporting Supplier Tax
Report EU Sales
Reporting Trade Statistics
Reporting VAT for Goods Received/Not Invoiced
Sales Tax Management in M3 Business Engine
Setup of M3 Trade Statistics
Tax Management in M3 Business Engine
Trade Statistics Scenarios within the European Union
Update General Ledger with Declared VAT
Validation of VAT Registration Numbers for EU Invoices
VAT Management in M3 Business Engine
The VAT Process
Making VAT Decision
Determining VAT Rate
Triangular Trade
VAT Exemptions
Summary of VAT Management in M3
Withholding Supplier Tax Using Flexible Service Codes
Withholding Tax on Supplier Invoices with Negative Amounts Using Flexible Service Codes
Managing Current Assets
Acquisition Cost
Actual Value
Calculation of Inventory Value
Create Accounting Strings for Inventory Valuation Variances
Create Inventory Valuation Proposal
Depreciation of Net Sales Value
Enable Inventory Valuation
Enable WIP Valuation
Inventory Value for Cost Accounting
Recurring Transfer of General Ledger Transactions to External Financial System
Valuate Work in Process (WIP)
Valuation of Work in Process
Creating Financial Reports
Create Account Translation Scenario
Authorize Access to Online Reports
Create Category Group for Claim/Liability Reports
Create Cells
Create Columns
Create Lines
Create Report Header
Electronic Accounts Receivable Audit Report
Electronic Report for Accounting Identities
Electronic SAF-T Report Version for country version Lithuania
Electronic SAF-T Report Version 2 for country version Norway
Electronic Z4 Reporting to Bank
Journal Entry Report (e-Ledger)
Manage Claim/Liability Reports
Manage E-Invoice
Manage Invoice BOD Data
Online Invoicing Processing
Online Invoicing Processing for Hungary
Online Invoicing Processing XML Structure for Hungary
Report Definition
View Report Online and Drill Down to Individual Transactions in General Ledger
Managing Group Consolidation
Configure Transfer of Consolidation Transactions
Create and Approve Consolidation Proposal for Subsidiary
Define Consolidation Settings for Subsidiary
Define Conversion of Subsidiary's Chart of Accounts
Enabling M3 Group Consolidation
Managing Group Consolidation
Register Subsidiary for Parent Company
Update Parent Company with Consolidation Transactions
Project Accounting
Project Accounting
Copyright © 2020 Infor
Contacting Infor
About this Guide
Enabling Financial Management
Accounting Dimension
Accounting Identity
Accounting String
Batch Total
Control Methods for Configuration of Bank Accounts (Sweden)
Convert Document Amounts and Currency Names to Text
Create Account Group
Create Account Translation Scenario
Create Accounting Identity
Create Accounting Structures for Financial Monitoring
Create Bank Account Indicator with Company-Defined Bank Account Fields
Create Bank Groups for Categorizing Banks
Create Column Template for the General Ledger Balance File
Create Invoice Accounting Template
Create Payment Type
Create Period Accounting Curve
Create Petty Cash Function
Create User-defined Balance Keys to Filter General Ledger Information
Define Accounting Dimension Name
Define Alternative Name (Pseudo ID) for Accounting String
Define Cash Discount Terms
Define Central Currencies, Central and Local Exchange Rates, and Exchange Rate Types
Define Journal Number Series
Define Start Day Intervals
Define Voucher Number Series
Enable General Ledger Management
Enabling Financial Management
Register Bank Account
Register Bank and Branches
Registering Bank Information
Tailoring Presentation of General Ledger Balances
Using FAM Functions to Facilitate Transaction Entry
List of Accounting Rules in M3
Accounting Rules Setup and Usage
The Impact of MUC Triggers
Accounting Rules for VAT Account Entries
Accounting Rules for AB - Automatic Bank Statement Processing
Accounting Rules for AP - Accounts Payable
Accounting Rules for AR - Accounts Receivable
Accounting Rules for CA - Cost Accounting
Accounting Rules for CO - Maintenance Customer Order
Accounting Rules for FA - Fixed Assets
Accounting Rules for GL - General Ledger
Accounting Rules for MF - Multiple Unit Coordination
Accounting Rules for MM - Materials Management
Accounting Rules for MO - Maintenance Orders
Accounting Rules for OI - Customer Orders
Accounting Rules for OP - Point of Sales
Accounting Rules for OS - Order Statistics and Budgeting
Accounting Rules for PC - Product Costing
Accounting Rules for PM - Production Management
Accounting Rules for PO - Project Orders
Accounting Rules for PP - Purchase Processing
Accounting Rules for SO - Service Orders
Accounting Rules for TA - Time Accounting
Accounting Rules for TX - Tax Management
Managing Accounts Receivable
Accept Cash Discount for Customer Payment
Accepting Customer Payments
Additional Payment Reference
Adjust Collection Assignment Proposal and Create Final Assignment for Past Due Customer Invoices
Adjust Group Invoice Proposal and Create Final Group Invoice
Adjust Interest Invoice Proposal and Create Final Invoice for a Payer
Adjust Payment Advice Proposal and Create Final Advice for a Payer
Adjust Payment Reminder Proposal and Create Final Reminder for Past Due Customer Invoices
Adjust Receipt Orders from Batch File before Allocation to Invoice
Adjust Statement of Account Proposal and Create Final Statement for a Customer/Payer
Adjusting Customer Payments
Allocate Customer Payment Using the Fast Allocation
Allocating Customer Payments to Invoice
Annual Run in Accounts Receivable
Automatically Allocate Customer Payment from Batch File to Invoice
Automatically Allocating Customer Payments from Batch File to Invoice
Automatically Write Off Customer Payment Difference
Bill Back - Accounts Receivable
Blocking Customer Invoices
Check Receipt Orders from Batch File against Accounts Receivable
Create Accounting Options for Customer Payments
Create Allowance for Doubtful Debts
Create "Balance Brought Forward" Statement of Account for a Payer
Create Bank Fee Type
Create Bank Quota
Create Bill Back Invoice for Payment Differences
Create Credit Memo by Matching Customer Payment and Credit Note
Create Customer Invoices Based on Payment Plan
Create Customer Invoice Manually
Create Interest ID for Payment Plan Processing
Create Interest Rule
Create Invoice Remittance for Direct Debiting/Factoring
Create Payment Advice Rule
Create Payment Forecast
Create Payment Plan for Customer
Create Payment Reminder Rule
Create Standard Letter
Create and Verify Collection Assignment Proposal for Past Due Customer Invoices
Create and Verify Group Invoice Proposal
Create and Verify Interest Invoice Proposal for a Payer
Create and Verify Payment Advice Proposal for a Payer
Create and Verify Payment Reminder Proposal for Past Due Customer Invoices
Create and Verify Statement of Account Proposal for a Payer
Creating Debt Collection Assignment for Past Due Customer Invoices
Creating Group Invoices in Accounts Receivable
Creating 'Open Item' Statement of Account for a Customer/Payer
Creating Payment Advice for Open Customer Invoices before Due Date
Creating Written Payment Reminder for Past Due Customer Invoices
Currency Deviation and Rounding Differences in Customer Payments
Customer Analysis
Define Age Ranges for Doubtful Debt Allowance
Define Bank Fee Types for Customer Payments
Define Indicator for Direct Debiting Agreements
Define Standard Opening and Closing Comments for Debt Collection Assignment
Define Standard Opening and Closing Comments for Interest Invoice
Define Standard Opening and Closing Comments for "Open Item" Statement of Account
Define Standard Opening and Closing Comments for Payment Advice
Define Standard Opening and Closing Comments for Payment Reminder
Define Write-off Percentages for Doubtful Debt Allowance
Delete Remittances for SEPA Direct Debit
Display Additional Information - Accounts Receivable
Draft Management in M3
Enter Customer Invoice
External and Internal Grouping of Invoices in Accounts Receivable
Factoring
Group Invoice Records for Internal Reconciliation
Interest Invoicing
Invoicing Interest for Late Customer Payments
Manage Customer Debit Note
Managing Allowance for Doubtful Debts
Managing Customer Checks/Drafts Rejected by Bank
Managing Customer Debts
Managing Customer Debts by Using Reminders
Managing Direct Debiting Agreements
Managing Direct Debiting in Accounts Receivable
Managing Direct Debiting according to the Danish Model
Managing Factoring
Managing Invoice Number Log
Managing Invoices and Payments in Accounts Receivable
Managing Non-adjustable Differences by Recording on Account
Manually Allocate Customer Payment to Invoice - Complete and Partial Allocation
Manually Allocating Customer Payments to Invoice
Manually Create Corrective Invoice in AR
Manually Create Group Invoice
Manually Match Customer Payment Record to Invoice
Manually Write Off Customer Payment Difference
Match Customer Invoice to Credit Note
Matching Customer Payment and Invoice Records
Methods for Reconciling Credit Card Payments against Customer Invoices
Monthly Group Invoice Processing for Japan Market
Perform Netting of Customer Payment Difference against Supplier Invoice
Preparing for Factoring
Print Standard Letter
Processing Customer Payments
Processing Payment Plan for Customer
Postdated Checks in Accounts Receivable
Reconcile Collected Draft/Definite Postdated Check and Record Bank Deductions
Reconcile Payments for Customer Invoices through Direct Debiting and Factoring
Reconciling Customer Payments through Direct Debiting and Factoring
Record Customer Check or Draft in the Payment Document Master
Record Customer Payment on Account
Record Customer Payment Received as Draft or Definite Postdated Check
Recording Customer Payments
Recording Customer Payments Received as Draft or Definite Postdated Check
Recording Customer Payments via Electronically Transferred Receipt Orders
Register Factoring Company and Payment Method
Remitting Customer Checks/Drafts to Bank for Collection
Remitting Customer Invoices for Direct Debiting or Factoring
Report Customer Check/Draft Rejected by Bank
Report Customer Draft/Definite Postdated Check Rejected by Bank before Collection
Revenue Recognition for Prompt Payment Discounts
Reverse Customer Payment Transaction
Translate and Download Receipt Orders from Batch File in another EDI format
Update the Financial System with Account Entries for Drafts without Acceptance
Update the Financial System with Preliminary Postdated Checks
Work with Recorded Customer Invoices
Managing Accounts Payable
Adjust Supplier Payment Proposal
Authorizing, Recoding and Approving Supplier Invoices for Payment
Automatic Matching of Batch Supplier Invoices to Purchase Order
Automatically Selecting Supplier Invoices to Pay
Automating Your Supplier Invoice Entry
Change Check Number
Change Supplier Invoice
Check Unapproved Supplier Invoice Lines
Concluding Invoice Matching when Goods Arrive
Create Accounting Options - Payment Variance
Create Bank Fees - Payment
Create Bank Quotas for Automatic Allocation of Supplier Payments to Bank
Create Debit Note for Supplier Invoice
Create and Verify Supplier Payment Proposal
Configure Selection of Supplier Invoices in Payment Proposal for Cash Discount Purposes
Define Additional Payment Reference for AP
Define Allowed Variances for Invoice Matching
Define AP Standard Document for Debit Notes
Define Automatic Processing During Invoice Matching
Define Basic Accounts Payable Settings
Define Rounding-Off Limits for Batch Invoices and Scanned Invoices
Draft Management in M3
Electronic Bank Confirmation of Supplier Payments
Enter On Account Payment
Enter Payment
Enter Payment with Cash Discount
Enter Recurring Supplier Payments
Executing Supplier Payments Based on Payment Proposal
Expense reports in APS450
Manage Payment Approval Routine
Simplified Workflow to Manage Payment Approval Routine
Managing Accounts Payable
Managing Batch Supplier Invoices
Manage Fields in MI Strings
Manage Invoice Matching for Brazil
Manage Automatic Invoice Matching for Brazil
Manual Payments
Manually Enter Supplier Invoice for Payment
Manually Entering Supplier Invoices
Manually Match Goods Receipt to Supplier Invoice
Manually Report from Bank
Match Credit Request Transactions to Supplier Credit Note
Matching Supplier Invoices to Purchase Orders
Migration of Bank Accounts
Pay by Check
Pay by Direct Debiting
Pay by Draft
Pay by Manual Bank Transfer
Preparing Supplier Invoices for Payment
Reconcile Control Accounts for Received but Not Invoiced Goods and Invoiced but Not Received Goods
Register Supplier/Payee Information Required for Financial Management
Report Supplier Draft as Collected
Select Goods Receipt Lines for Invoice Matching
Select Purchase Order for Invoice Matching
Setting Up Bank Accounts Using Global Electronic Messages
Simplify Routines for Authorization of Supplier Invoices
Supplier Payment Proposal Approval
Use Accounting Options - Payment Variance
Using Bank Quotas for Automatic Allocation of Supplier Payments to Bank
Using Payment Proposals to Create Supplier Payments
Validity Checks for Supplier Payments via BankGiro and PlusGiro (Sweden)
Verify and Adjust Invoice Lines for Invoice Matching
Managing Automatic Bank Statement
Allocate a Bank Statement Line Manually
Automatic Processing of Bank Statements
Automatic Bank Statement Reconciliation Setup
Automatic Bank Statement Reconciliation Processing
Bank Statement Types and Multi-Division Customer Receipts
Define Bank Account Identifier
Define How to Retrieve Information from the Additional Information File - by Structuring the File
Define How to Retrieve Information from the Additional Information File - Using Text Identifiers
Define Payment Variances when Processing Bank Statements
Define Scenarios for Allocating Invoices to Bank Statement Lines
Enabling Automatic Processing of Bank Statements
Enter a Bank Statement Manually
Initiate Automatic Allocation of a Bank Statement
Initiate Automatic Validation of a Bank Statement and Correct Any Errors
Prioritize Scenarios for Allocating Invoices to Bank Statements Lines
Reset a Bank Statement
Review a Partly or Fully Allocated Bank Statement
Review a Search for Information in the Additional Information File
Managing Accounting System
Account Addition
Accounts Allocation for General Ledger and Budget
Accounts Allocation Template for General Ledger and Budget
Account Supplementation
Analyze and Repair the General Ledger Balance File
Archive Accounts Payable Transactions
Archive Accounts Receivable Transactions
Archiving Financial Transactions
Automated Problem Solving in the Financial System
Close Fiscal Year Definitively
Closing Period and Fiscal Year in General Ledger
Create Accounts Allocation in General Ledger
Create Allocation Selection Table
Create Base Table for Allocation
Create Corrective Voucher in the General Ledger
Create Filing Template for Selective Archiving of Ledger Transactions
Create Filing Types for Archiving of Ledger Transactions
Create Finance Interface Template
Create Petty Cash Transaction
Create Records in Period Accounting Table
Create Standard Voucher
Create Target Table for Allocation
Delete Record in Period Accounting Table
Display Balance Information
Display Detail Information
Display Financial Information
Display Period Analysis
Display Transaction in Voucher
Enter Bank Transaction
Enter Journal Voucher
External Reconciliation
Journal Vouchers
Maintaining the General Ledger Balance File
Managing Finance Interface Transactions
Managing Interrupted Jobs in the General Ledger
Manually Reconcile Against External Document
Period Accounting
Petty Cash
Print Ledger Information
Print List of Transactions in Transaction Work File
Print List of Unbalanced Vouchers or Journals
Print Period Offset to Accounting Records
Reconcile Internal Transactions
Reconcile Petty Cash Transaction
Record Profit/Loss for the Year
Reverse Voucher
Security Check for a Financial System
Split Payment VAT Amount
Update Period Accounting
Use Recurring Journal Voucher for Periodic Routine Purposes
Use Standard Voucher
Year-End Closure - Italian Requirements - Introduction
Year-End Closure - Italian Requirements
Managing Fixed Assets
Automatic Registration of Equipment as a Fixed Asset at Goods Receipt
Budgeting Depreciation
Calculate Cost of Capital for Fixed Assets
Cash Discount Solution for Fixed Assets
Change Fixed Asset Entry
Configure Extraordinary Depreciation for Fixed Assets
Configuring Depreciation of Fixed Assets
Create Cost of Capital Method for Fixed Assets
Create Depreciation Types for Fixed Assets
Create Extraordinary Depreciation
Create Fixed Asset Type with Standard Values for Fixed Assets
Create Group for Fixed Assets
Create Location for Fixed Assets
Create Template for Double Declining Depreciation of Fixed Assets
Create or Update Acquisition Cost of Fixed Asset with Project Costs
Create User-defined Depreciation Plan for Fixed Assets
Create Value Type for Fixed Assets
Define Depreciation Type for a Fixed Asset Type
Defining Components for Fixed Asset Management
Depreciation Method 8 - Financial Agreement
Depreciation Plan Calculation Control
Dispose of Fixed Asset
Distribution of Depreciation for Moved Rental Equipment Registered as Fixed Assets
Divide Fixed Asset
Enter Budgeted Fixed Asset
Enter Fixed Asset or Update a Preliminary Fixed Asset
Enter Insurance Information
Examples of Transfer to Derogatory Depreciation
Impairing Fixed Assets in M3 BE
Impairment of Fixed Assets According to IAS 36 - Highlights
Initial Upload of Fixed Assets
Management of Fixed Asset Insurance
Methods for Depreciating Fixed Assets
Outcome
Before you start
Index
1. Building Blocks of the M3 Depreciation Solution
2. Automatic Calculation of Depreciation Plan
3. Linear Depreciation
4. Declining Balance Depreciation
5. Derogatory Depreciation
6. Auto-Change Depreciation
7. Double Declining Depreciation
8. User-Defined Depreciation Plan
9. Impact on Depreciation When Working with Fixed Assets
10. Extraordinary Depreciation
Perform Annual Run
Physical Inventory of Fixed Assets
Registering Preliminary Fixed Asset at Invoice Entry
Revaluation of Fixed Assets in M3 According to IAS 16
Selling Equipment Registered as a Fixed Asset
Selling Fixed Assets
Split Fixed Asset
Transferring to Derogatory Depreciation
Update Budget with Depreciation Transaction
Update General Ledger with Depreciation
Managing Multiple Unit Coordination
Configuration for Multiple Unit Coordination (MUC)
Create Cash Pool and Loan Management ID
Create Internal Invoice
Create Internal Invoice Proposal
Enter Standard Comments for Internal Invoices
Internal Invoicing
Manage Cash Pool and Loan Management Proposal
Multiple Unit Coordination (MUC)
Review and Change Internal Invoice Proposal
Set Parameters for Internal Invoicing
Managing Tax
Accounts Payable Tax Invoices for South Korea
Accounts Receivable Tax Invoices for South Korea
Canadian Sales Tax in M3
Configuring M3 Business Engine for VAT Management
Create Template for VAT Reports
Create VAT Codes for VAT Transaction Entry and Reporting
Create XML file for Polish Tax Authorities
Creating Supplier Tax Certificate
Define and Manage AvaTax Sales Tax
Define and Manage Vertex Sales Tax
Define Basic Trade Statistics Settings per Division
Define CZ Tax Reporting
Eco-Contribution
Fiscal Representatives in M3 and Their Impact on VAT Calculation and Internal Invoicing
Golden Tax Invoice for Internal Invoices
Golden Tax Invoice for M3 BE Order Invoices - Automatic Process
Golden Tax Invoice for M3 BE Order Invoices - Manual Process
Golden Tax Invoice for Other Invoices
Golden Tax Management for China in M3 Business Engine
Goods and Service Tax (GST) in India
Initiate VAT Run and Correct VAT Transactions Online
Introduction to Reporting of Trade Statistics in the European Union
Manage Tax Calculation Codes
Manage Withheld Tax on Customer Invoices
Manage Tax Calculation Code Selection
Manage Tax Regimes
Online VAT Reporting
Polish Tax Audit
Print VAT Report
Reconciling and Declaring VAT
Reporting Supplier Tax
Report EU Sales
Reporting Trade Statistics
Reporting VAT for Goods Received/Not Invoiced
Sales Tax Management in M3 Business Engine
Setup of M3 Trade Statistics
Tax Management in M3 Business Engine
Trade Statistics Scenarios within the European Union
Update General Ledger with Declared VAT
Validation of VAT Registration Numbers for EU Invoices
VAT Management in M3 Business Engine
The VAT Process
Making VAT Decision
Determining VAT Rate
Triangular Trade
VAT Exemptions
Summary of VAT Management in M3
Withholding Supplier Tax Using Flexible Service Codes
Withholding Tax on Supplier Invoices with Negative Amounts Using Flexible Service Codes
Managing Current Assets
Acquisition Cost
Actual Value
Calculation of Inventory Value
Create Accounting Strings for Inventory Valuation Variances
Create Inventory Valuation Proposal
Depreciation of Net Sales Value
Enable Inventory Valuation
Enable WIP Valuation
Inventory Value for Cost Accounting
Recurring Transfer of General Ledger Transactions to External Financial System
Valuate Work in Process (WIP)
Valuation of Work in Process
Creating Financial Reports
Create Account Translation Scenario
Authorize Access to Online Reports
Create Category Group for Claim/Liability Reports
Create Cells
Create Columns
Create Lines
Create Report Header
Electronic Accounts Receivable Audit Report
Electronic Report for Accounting Identities
Electronic SAF-T Report Version for country version Lithuania
Electronic SAF-T Report Version 2 for country version Norway
Electronic Z4 Reporting to Bank
Journal Entry Report (e-Ledger)
Manage Claim/Liability Reports
Manage E-Invoice
Manage Invoice BOD Data
Online Invoicing Processing
Online Invoicing Processing for Hungary
Online Invoicing Processing XML Structure for Hungary
Report Definition
View Report Online and Drill Down to Individual Transactions in General Ledger
Managing Group Consolidation
Configure Transfer of Consolidation Transactions
Create and Approve Consolidation Proposal for Subsidiary
Define Consolidation Settings for Subsidiary
Define Conversion of Subsidiary's Chart of Accounts
Enabling M3 Group Consolidation
Managing Group Consolidation
Register Subsidiary for Parent Company
Update Parent Company with Consolidation Transactions
Project Accounting
Project Accounting
Copyright © 2020 Infor
Contacting Infor
M3 Financial Controlling User Guide
About this Guide
Budgeting
Account Entry Instructions
Activity-Based Budgeting
Adjust Resource Plan
Automatic Budgeting
Automatic Reallocation
Cost Control by Commitment Monitoring
Create Budget from Decentralized Budget
Create Budget Calculation Template
Create Budget from Resource Plan
Create Resource Plan
Create Transfer Template
Currency Simulation
Decentralized Budgeting
Enter Activity for Budget Officer
Enter Budget
Enter Budget Template
Enter Decentralized Budget
Export to PC Document
Import from PC Document
Quick Entry - Budget
Set Parameters for Quick Entry - Budget
Cash Flow Management
Cash Flow Conversion
Cash Flow Management Tools
Create Account Conversion Table for Cash Flow Budgeting
Create Allocation Table for Cash Flow Budgeting
Create Cash Flow Budget
Create Cash Flow Model
Create and Review Cash Flow Plan
Creating Cash Flow Plans
Managing Cash Flow
Managing Cash Flow Budgets
Manually Adjust Values in Cash Flow Budget
Cost Accounting
Adjust Variable Budget
Calculate Cost of Capital - Cost Accounting
Calculation of Cost of Capital - Cost Accounting
Connect GL to Equipment Profitability Portal
Control Report for Delivered, Not Invoiced Goods or Services
Cost Center Analysis
Create Cost of Capital Interest Rules - Cost Accounting
Create Fixed/Variable Budget
Display Cost Center Analysis
Define Cost Center Model for Fixed/Variable Budget
Enter Internal Journal Vouchers
Equipment Profitability
Fixed/Variable Budget
Generate Internal Allocations
Generating Cost Accounting
Internal Accounts Allocation
Internal Journal Vouchers
Multiple Equipment Lives by Period or Division
Period End Routines for Equipment Profitability Accruals and Funds
Transfer Internal Account Entries to General Ledger
Warranty Fund Valuation
Financial Agreement Controlling
Leasing Agreements
Financial Agreements
Product Costing
Account Entries Created in Purchase Costing
Automatically Entering Cost Rates for Costing Components
Average Price
Calculating Historic Actual Costs
Calculation of Item Cost per Inventory Accounting Method
Configure Basic Product Costing Settings
Costing Components and Cost Drivers in M3 Product Costing
Costing Distributed Items
Costing Purchased Items
Create Costing Components and Select Cost Drivers
Create Costing Elements for the Product Costing Model
Create Costing Model
Create Costing Types
Creating Building Blocks for a Product Costing Model
Enabling M3 Product Costing
Enabling Purchase/Distribution Costing
Introduction to Product Costing
Introduction to Purchase/Distribution Costing
Before you start
Index
1. The importance of costing
2. Introduction to M3 BE costing solution
3. What to consider – business topics
4. The costing model
5. Differences between costing models
6. Available costing bases
7. Description of costing operators
8. Costing parameters in (PPS280)
9. Types of purchase costs
10. Types of distribution costs
11. Split of Cost of Goods Sold (COGS)
Managing M3 Product Costing
Manually Entering Cost Rates for Costing Components
Standard Cost
Risk Management
Analysis of Customer Payment Situation Using Calculation of Days of Sales Open (DSO)
Apply Company Credit Policy to Customer
Calculate Average Customer Credit Time as a DSO Value per Payer and Period
Cancel Customer Risk for Draft Payments
Create Credit Department Reference
Create Payment Instruction
Create Report with Payers with Insurance and Open Invoices
Create Report with Payers with Insurance and Past Due Invoices
Create Status Code for Credit Monitoring Action
Create and Work with Tickler Note for Contact with Payer and Action Taken
Configure Calculation of Days of Sales Open (DSO)
Configure Credit Monitoring
Define Payment Terms
Follow Up Currency Exposure
Follow Up Future Rate Agreement
Managing Customer Credit
Managing Customer Credit and Trading Risk
Managing Future Rate Agreements
Managing Insurance for Potential Risk Customer
Managing Letters of Credit for Export Purposes
Managing Letters of Credit for Import Purposes
Managing Trading Risk
Print Analysis of Payer Credit Limits
Process Credit Monitoring
Process Letter of Credit in M3
Register Future Rate Agreement
Register Letter of Credit
Reminding Payer about Past Due Customer Invoices by Phone
Select Transactions for Credit Monitoring and Payment Reminders
Using Letters of Credit for International Payments – Overview
Time Accounting
Approve Time Report
Authorize Time Report
Basic Data for Time Accounting
Create Time Report and Report Time and Costs
Enter Labor Code Template
Invoice Time Transaction
Time Accounting
Time Accounting Module
Transfer Time Transaction to General Ledger
Copyright © 2020 Infor
Contacting Infor
About this Guide
Budgeting
Account Entry Instructions
Activity-Based Budgeting
Adjust Resource Plan
Automatic Budgeting
Automatic Reallocation
Cost Control by Commitment Monitoring
Create Budget from Decentralized Budget
Create Budget Calculation Template
Create Budget from Resource Plan
Create Resource Plan
Create Transfer Template
Currency Simulation
Decentralized Budgeting
Enter Activity for Budget Officer
Enter Budget
Enter Budget Template
Enter Decentralized Budget
Export to PC Document
Import from PC Document
Quick Entry - Budget
Set Parameters for Quick Entry - Budget
Cash Flow Management
Cash Flow Conversion
Cash Flow Management Tools
Create Account Conversion Table for Cash Flow Budgeting
Create Allocation Table for Cash Flow Budgeting
Create Cash Flow Budget
Create Cash Flow Model
Create and Review Cash Flow Plan
Creating Cash Flow Plans
Managing Cash Flow
Managing Cash Flow Budgets
Manually Adjust Values in Cash Flow Budget
Cost Accounting
Adjust Variable Budget
Calculate Cost of Capital - Cost Accounting
Calculation of Cost of Capital - Cost Accounting
Connect GL to Equipment Profitability Portal
Control Report for Delivered, Not Invoiced Goods or Services
Cost Center Analysis
Create Cost of Capital Interest Rules - Cost Accounting
Create Fixed/Variable Budget
Display Cost Center Analysis
Define Cost Center Model for Fixed/Variable Budget
Enter Internal Journal Vouchers
Equipment Profitability
Fixed/Variable Budget
Generate Internal Allocations
Generating Cost Accounting
Internal Accounts Allocation
Internal Journal Vouchers
Multiple Equipment Lives by Period or Division
Period End Routines for Equipment Profitability Accruals and Funds
Transfer Internal Account Entries to General Ledger
Warranty Fund Valuation
Financial Agreement Controlling
Leasing Agreements
Financial Agreements
Product Costing
Account Entries Created in Purchase Costing
Automatically Entering Cost Rates for Costing Components
Average Price
Calculating Historic Actual Costs
Calculation of Item Cost per Inventory Accounting Method
Configure Basic Product Costing Settings
Costing Components and Cost Drivers in M3 Product Costing
Costing Distributed Items
Costing Purchased Items
Create Costing Components and Select Cost Drivers
Create Costing Elements for the Product Costing Model
Create Costing Model
Create Costing Types
Creating Building Blocks for a Product Costing Model
Enabling M3 Product Costing
Enabling Purchase/Distribution Costing
Introduction to Product Costing
Introduction to Purchase/Distribution Costing
Before you start
Index
1. The importance of costing
2. Introduction to M3 BE costing solution
3. What to consider – business topics
4. The costing model
5. Differences between costing models
6. Available costing bases
7. Description of costing operators
8. Costing parameters in (PPS280)
9. Types of purchase costs
10. Types of distribution costs
11. Split of Cost of Goods Sold (COGS)
Managing M3 Product Costing
Manually Entering Cost Rates for Costing Components
Standard Cost
Risk Management
Analysis of Customer Payment Situation Using Calculation of Days of Sales Open (DSO)
Apply Company Credit Policy to Customer
Calculate Average Customer Credit Time as a DSO Value per Payer and Period
Cancel Customer Risk for Draft Payments
Create Credit Department Reference
Create Payment Instruction
Create Report with Payers with Insurance and Open Invoices
Create Report with Payers with Insurance and Past Due Invoices
Create Status Code for Credit Monitoring Action
Create and Work with Tickler Note for Contact with Payer and Action Taken
Configure Calculation of Days of Sales Open (DSO)
Configure Credit Monitoring
Define Payment Terms
Follow Up Currency Exposure
Follow Up Future Rate Agreement
Managing Customer Credit
Managing Customer Credit and Trading Risk
Managing Future Rate Agreements
Managing Insurance for Potential Risk Customer
Managing Letters of Credit for Export Purposes
Managing Letters of Credit for Import Purposes
Managing Trading Risk
Print Analysis of Payer Credit Limits
Process Credit Monitoring
Process Letter of Credit in M3
Register Future Rate Agreement
Register Letter of Credit
Reminding Payer about Past Due Customer Invoices by Phone
Select Transactions for Credit Monitoring and Payment Reminders
Using Letters of Credit for International Payments – Overview
Time Accounting
Approve Time Report
Authorize Time Report
Basic Data for Time Accounting
Create Time Report and Report Time and Costs
Enter Labor Code Template
Invoice Time Transaction
Time Accounting
Time Accounting Module
Transfer Time Transaction to General Ledger
Copyright © 2020 Infor
Contacting Infor
M3 Sales Management User Guide
About this Guide
Sales Management
Assigning a Sales Price to a Customer Order Line
Connect FAM Function to an Order Type
Define and Maintain Supplier Rebate on Sales Agreement
Entering Customer Order: Quick Entry
Post-process Invoices
Enabling Sales
Assortment
Assortment Check
Basic Data for Customer Orders
Basic Settings for Customer Order Processing
Build Equipment using Attribute Management
Business Chain
Buying Patterns per Customer
Connect a Delivery Window to a Season
Connect a Season to an Item Number
Connect Non-Activity Period per Customer
Contacting the Customer via Contact Plan
Contact Planning
Complete Customer Data
Completing Customer Data
Create Active Contact Plan
Create a Season
Credit Limit at Grouped Customer Level
Define Contact Information per Customer
Define Contact Plan – Basic Information
Define General Settings for Customer Order Entry
Define How Season and Delivery Windows Are Defaulted During Customer Order Entry
Define How the First and Last Delivery Dates Are Defaulted During Customer Order Entry
Define Settings for Automatic Rescheduling of Linked Customer Orders
Define User-Specific Settings for Customer Order Entry
Defining General Settings for Customer Order Entry
Documents - Customer Order
Document Group
Enter Assortment per Customer
Enter Assortment per Item
Enter Business Chain
Enter Buying Pattern per Customer
Enter Customer in Business Chain
Enter Customer/Item Agreement and Reasonability Table
Enter Preliminary Customer
Define Bank Account for a Customer
Define Customer Addresses
Define Item Related Data for a Customer
Enter Standing Customer Order
Enter Standing Customer Order Lines
Managing Contact Plan Exceptions
Managing Formatting Rules
Parameters for Service Level Evaluation
Payer - Customer Order
Reason Categories
Rounding Off
Season Handling
Standing Customer Order
Storing Contact Person Information
Pricing and Conditions
Advance Frequency - Bonus/Commission
Advance Percentage - Bonus/Commission
Blanket Agreement
Bonus/Commission Agreement
Calculating Advances - Bonus/Commission
Campaign
Cost Price - Customer Order
Costing Model - Sales Price
Costing Models for Sales Prices
Create Advance - Bonus/Commission
Create a Price List Table
Create Price List
Define Customer Charges
Defining and Maintaining Promotions
Defining Sales Price Report
Discount in Kind
Discount Model - Customer Order
Display Sales Price List Report
Dynamic Advance - Bonus/Commission
Enter Blanket Agreement - Customer
Enter Customer Table for B/C
Enter Discount Model
Enter Discount Number
Enter Item Table for B/C
Export Data from Sales Price List Report to PC File
External Pricing Information
Fixed Advance - Bonus/Commission
Generating Value
Manage Preliminary Pricelist
Managing Bonus and Commission
Managing Promotions
Paying Amount
Percentage - Bonus/Commission
Price Guidance
Price List
Print Sales Price List Report
Recipient - Bonus/Commission
Report Final Fixed Costs and Deactivate a Promotion
Report Processing for Sales Prices
Reservations for Bonus/Commission
Sales Price Administration
Sales Price on Style Color Administration
Scales for Sales Prices
Settle Bonus/Commission Agreement
Simulate Sales Prices
Update Bonus/Commission Agreement
Update Sales Prices
Validity Dates on Price List Lines
Before you start
Price list update
Basic sales price list in (OIS021)
Update of a linked price list
Special scenarios with linked price list
Example 1
Example 2
Customer Order Processing
Account Specification
Approve Customer Order Delivery for Invoicing
Approving Preliminary Customer Order
Automatic Closing and Rejected Orders
Batch Order
Batch Order Entry
Checks - Customer Order Entry
Checks - Order Line Entry
Configure Credit Card Management Interface
Confirm the Customer Order with the Customer
Connect a New Delivery and/or Invoice Address to the Customer Order During Order Entry
Connect a New Delivery and/or Invoice Address to an Existing Customer Order
Connect Customer Order Charges to a Customer Order During Order Entry
Connect Customer Order Charges to an Existing Customer Order
Connect Order Line Charge to a Customer Order During Order Line Entry
Contribution Margin Ratio Check
Copy Customer Order Line
Copy Customer Order or Quotation
Copy Sales Prices for Price Guidance
Correct and Complete Rejected Temporary Customer Order
Correcting Invoices in Sales Management
Create Credit Note - Customer Returns
Creating a Season Handled Customer Order
Creation of Externally Entered Customer Orders
Credit Card Management in Customer Order Entry
Credit Check for Customer Order
Customer Order Category
Customer Order Document
Customer Order Entry Message Overview
Customer Order Flow
Customer Order Flow for Country Version Brazil
Customer Order Processing
Customer Order Types
Customer Order Type
Customer Returns
Debit Frequency
Default Requested Delivery Time in Customer Order Entry
Define Customer Order Entry Message
Defining Settings for Component Exchange with Customer in Core Management Process
Delivery Order
Delivery Reporting - Customer Order
Display and Change Delivery Addresses on Customer Order Header
Duplicate Check - Customer Order Entry
Enter or Change an Order Line Charge to an Existing Customer Order
Enter a Customer Order Using Several Panels in the Order Header
Enter a Customer Order - Quick Entry Using No Panels in the Order Header
Enter Comment in Customer Order Header
Enter Comment in Customer Order Line
Enter Customer Order Type
Enter Customer Order Using Quick Entry
Enter Goods Receipt - Advised Customer Returns
Enter Quotation Information
Entering a Customer Order: Normal Order Entry
Entering Customer Order From Standing Customer Order
Entering Customer Order Line
Entering Customer Order: Quick Entry
Entering Externally Entered Customer Order using M3 e-business or EDI
Equipment Information on the Customer Order
Filing Customer Orders
Generate Customer Order from Standing Customer Order
Internal Approval of Customer Order Delivery for Invoicing
Joint Delivery for Customer Order
Line Suffix
Line Type
M3 Fashion Matrix plug-ins for customer order
Manage Credit Card Payments in Customer Order Entry
Manage Credit Card Payments with a Third-Party Provider in Cash Desk
Manage Credit Card Payments with CenPOS in Cash Desk
Manage Credit Card Payments with CenPOS in Customer Order Entry
Manage Customer Order Entry Message
Manage Location Based Catch Weight
Managing sales price U/M for items with location based catch weight
Customer order processing
Entry of catch weight at customer order entry
Managing Core Return from Customer
Managing Payment Proposals for Customer Orders
Summary
Workflow for payment documents
Workflow for advance payment documents (only if advance invoice setting is 3 = Prepayment calculated)
Configuration
Manual Allocation - Customer Order Line
Mass Change Aggregated Customer Order Lines
Mass Change Order Lines
Net Price Calculation Method
Next Manual Function
Payment Term on Customer Order Line
Planned Split of Customer Order Line
Price Guidance in the Customer Order Process
Price Guidance Override History
Print Customer Order Confirmation on Paper or Send Electronically
Print Price Labels for External Prices
Propose Facility on Customer Order
Quotation Management
Reasonability Check at Customer Order Line Entry
Register Customer Return
Report Inspection Results - Customer Returns
Reschedule Customer Order Lines
Return Status - Customer Return
Salesperson on Order Line Level
Sales Quotation - Customer Order
Select Several Items at the Same Time to Speed Up Order Line Entry
Selling Spare Parts Included in or Priced by a Maintenance Agreement
Selling a Remanufactured Component and Processing the Customer Return
Selling Equipment Covered by Warranty
Selling Spare Parts Covered by Warranty
Specify Parameters for Customer Returns
Status - Customer Order
Status - Customer Order Line
Time Zone Management in Customer Order Processing
Tracking Customer Orders
Work with Delivery Addresses on Order Line
Processing CO Acquisition Variants
Extended Catalog Item
Handling Petty Cash in Cash Desk
Move Cash between Cash Desks in Cash Desk
Customer Order Invoicing and Financial Transactions
Advance Invoice
Create Advance Invoice Proposal Manually
Create Corrective Invoice in Sales Management
Defer Invoicing until Customer Order is Fully Delivered
Different Voucher Number Series for Different Types of Invoices
Immediate Invoicing - Customer Order
Invoice Customer Order Manually
Invoice Post-processing
Invoicing Customer Orders
Managing Advance Invoice
Print Advance Invoice in Batch
Print Invoice Copy
Restart Invoicing
Settings - Invoicing
Update EU Sales
Update Sales Account Entries
Customer Order Sourcing
Availability Check - Customer Order Line
Buy-to-Order
Create a Purchase Order during Customer Order Entry
Creating a Purchase Order in the Customer Order Flow
Define an Extended Catalog Item
Define Settings for the Buy-to-Order Process
Item Replacement
Trade-in Customer Order with Automatic Purchase Order Entry
Customer Delivery Schedules
Activate a Delivery Schedule
Check a Delivery Schedule for Deviations
Create Delivery Schedule Demands Manually
Create a Delivery Schedule Header Manually
Create Delivery Schedule Item Lines Manually
Create a Net Schedule
Create Partner ID and Connect Partner Alias IDs
Create Partner and Partner Alias Repositories
Create Partner Type and Partner Alias Type
Creating a Delivery Schedule Automatically
Creating a Delivery Schedule Manually
Define Customer and Customer Alias Deviations
Define Default Sales Facility and Warehouse
Define Delivery Schedule Type
Define Deviation Management
Define Partner Settings
Define Split Management
Delivery Schedule Activation
Delivery Schedule Deviation Check
Delivery Schedule Net Schedule Creation
Delivery Schedule Validation
Enabling Cumulative Reconciliation
Enabling Customer Delivery Schedules
Enabling Date Calculation
Enabling Date Calculation with Route Management Allowed
Enabling Date Calculation without Route Management Allowed
Enabling Partner Agreement
Managing Customer Delivery Schedules
Processing a Delivery Schedule
Reconciliation of Delivery Schedule Demands
Validate a Delivery Schedule
Point of Sales
Correct Errors that Occur during Sales Ticket Validation
Create a New Shop
Creating a New Assortment in M3
Creating a New Shop in M3
Define Basic Settings for Enabling POS Integration with M3
Define Customer Cards for a Customer Used in POS
Define Settings for General Ledger Update in M3
Define Settings for Stock Update in M3
Defining Settings for Enabling POS Integration with M3
Discount Promotion in POS
Download Changed or New Customer Information from M3 to an External POS System
Download Changed or New Item Information from M3 to an External POS System
Download Customer Information from M3 to an External POS System
Download Item Information from M3 to an External POS System
Download Item Information from M3 via (MMS001) to an External POS System
Download Promotion Information from M3 to an External POS System
Download Sales Price List Information from M3 to an External POS System
Download Customer Card Information to be Used in POS
Download System Table Information from M3 to an External POS System
Download User Information from M3 to an External POS System
File Financial Information about Sales Tickets
File Sales Ticket Entries
Integration of a Point of Sale System with M3
Managing Advance Payment for a Reserved Item
Managing Cash Sales of Gift Certificates
Managing Cash Sales of Items in a Point of Sale System Integrated to M3
Managing Cash Sales of Items When Paying with Gift Certificates
Managing Credit Note Refund
Managing Credit Sales of Items and Immediate Invoicing to Print Invoice in Shop
Managing Credit Sales of Items and Invoicing with Split Due Dates
Managing Credit Sales of Items with Periodic Invoicing
Managing Integration of an External Point of Sale System with M3
Managing Payment of a Specific Invoice
Managing Payment to Customer's Account
Managing Returns of Items
Managing Sales of Items in the Buy-to-Order Flow Using Advance Payment
Managing Telesales of Items and Payment in Shop
Print Checks in Cash Desk
Sales Tickets
Select Shelf Labels to Print in Point of Sales
Transfer Sales Tickets from OXSALE to OPSALE and Validate
Update M3 General Ledger with Sales Ticket Information
Update M3 Sales Statistics with Sales Ticket Information
Update M3 Stock with Sales Ticket Information
Uploading Sales Ticket Information to M3
Cash Desk
Configure a Cash Desk for Registering Cash Payments
Display and Restart Interrupted Payment Transactions
Handling Cash Payments of Invoices
Print Checks in Cash Desk
Print Selected Cash Invoices
Print Selected Cash Payments
Reclassify an Invoice for Cash Payments
Reconcile and Validate Cash Desks
Register and Validate Cash Payments for Invoices
Search and Display Cash Invoices
Search and Display Cash Payments
Select Original Payment Method in Cash Desk
Sales Statistics
Accumulator Field
Adjust Budget Values
Basic Data for Sales Budget and Statistics
Calculate Budget Distribution Percentages
Calculating Sales Forecasts
Combine and Copy Data between Datasets
Copy Demand in Dataset
Create Distribution Template
Create Sales Budget Version
Create Sales Forecast
Create Simulated Forecast Method for Sales Statistics
Dataset
Datasets
Demand Type - Sales Statistics
Display Budget and Statistics
Distribute Budget Values
Enter Budget Distribution Percentages
Enter Budget Values
Export Data from Dataset to a File
Forecast Formula - Sales Statistics
Forecast Method - Sales Statistics
Forecast Simulation - Sales Statistics
Import Data from PC file to Dataset
Order Entry Statistics
Preparing Spreadsheet for Export to Dataset
Print Budget and Statistics
Re-create Detailed Order Entry Statistics
Re-create Detailed Sales Statistics
Re-create Order Entry Statistics in Datasets
Re-create Sales Statistics in Datasets
Report Processing
Sales Budgeting
Sales Budget. Transfer to FIM
Sales Budgets and Statistics
Sales Forecasting
Sales Statistics
Sales Statistics - Customer Order
Transaction Type - Statistics
Transfer Sales Budget to Item Forecast
Update Sales Statistics
Copyright © 2020 Infor
Contacting Infor
About this Guide
Sales Management
Assigning a Sales Price to a Customer Order Line
Connect FAM Function to an Order Type
Define and Maintain Supplier Rebate on Sales Agreement
Entering Customer Order: Quick Entry
Post-process Invoices
Enabling Sales
Assortment
Assortment Check
Basic Data for Customer Orders
Basic Settings for Customer Order Processing
Build Equipment using Attribute Management
Business Chain
Buying Patterns per Customer
Connect a Delivery Window to a Season
Connect a Season to an Item Number
Connect Non-Activity Period per Customer
Contacting the Customer via Contact Plan
Contact Planning
Complete Customer Data
Completing Customer Data
Create Active Contact Plan
Create a Season
Credit Limit at Grouped Customer Level
Define Contact Information per Customer
Define Contact Plan – Basic Information
Define General Settings for Customer Order Entry
Define How Season and Delivery Windows Are Defaulted During Customer Order Entry
Define How the First and Last Delivery Dates Are Defaulted During Customer Order Entry
Define Settings for Automatic Rescheduling of Linked Customer Orders
Define User-Specific Settings for Customer Order Entry
Defining General Settings for Customer Order Entry
Documents - Customer Order
Document Group
Enter Assortment per Customer
Enter Assortment per Item
Enter Business Chain
Enter Buying Pattern per Customer
Enter Customer in Business Chain
Enter Customer/Item Agreement and Reasonability Table
Enter Preliminary Customer
Define Bank Account for a Customer
Define Customer Addresses
Define Item Related Data for a Customer
Enter Standing Customer Order
Enter Standing Customer Order Lines
Managing Contact Plan Exceptions
Managing Formatting Rules
Parameters for Service Level Evaluation
Payer - Customer Order
Reason Categories
Rounding Off
Season Handling
Standing Customer Order
Storing Contact Person Information
Pricing and Conditions
Advance Frequency - Bonus/Commission
Advance Percentage - Bonus/Commission
Blanket Agreement
Bonus/Commission Agreement
Calculating Advances - Bonus/Commission
Campaign
Cost Price - Customer Order
Costing Model - Sales Price
Costing Models for Sales Prices
Create Advance - Bonus/Commission
Create a Price List Table
Create Price List
Define Customer Charges
Defining and Maintaining Promotions
Defining Sales Price Report
Discount in Kind
Discount Model - Customer Order
Display Sales Price List Report
Dynamic Advance - Bonus/Commission
Enter Blanket Agreement - Customer
Enter Customer Table for B/C
Enter Discount Model
Enter Discount Number
Enter Item Table for B/C
Export Data from Sales Price List Report to PC File
External Pricing Information
Fixed Advance - Bonus/Commission
Generating Value
Manage Preliminary Pricelist
Managing Bonus and Commission
Managing Promotions
Paying Amount
Percentage - Bonus/Commission
Price Guidance
Price List
Print Sales Price List Report
Recipient - Bonus/Commission
Report Final Fixed Costs and Deactivate a Promotion
Report Processing for Sales Prices
Reservations for Bonus/Commission
Sales Price Administration
Sales Price on Style Color Administration
Scales for Sales Prices
Settle Bonus/Commission Agreement
Simulate Sales Prices
Update Bonus/Commission Agreement
Update Sales Prices
Validity Dates on Price List Lines
Before you start
Price list update
Basic sales price list in (OIS021)
Update of a linked price list
Special scenarios with linked price list
Example 1
Example 2
Customer Order Processing
Account Specification
Approve Customer Order Delivery for Invoicing
Approving Preliminary Customer Order
Automatic Closing and Rejected Orders
Batch Order
Batch Order Entry
Checks - Customer Order Entry
Checks - Order Line Entry
Configure Credit Card Management Interface
Confirm the Customer Order with the Customer
Connect a New Delivery and/or Invoice Address to the Customer Order During Order Entry
Connect a New Delivery and/or Invoice Address to an Existing Customer Order
Connect Customer Order Charges to a Customer Order During Order Entry
Connect Customer Order Charges to an Existing Customer Order
Connect Order Line Charge to a Customer Order During Order Line Entry
Contribution Margin Ratio Check
Copy Customer Order Line
Copy Customer Order or Quotation
Copy Sales Prices for Price Guidance
Correct and Complete Rejected Temporary Customer Order
Correcting Invoices in Sales Management
Create Credit Note - Customer Returns
Creating a Season Handled Customer Order
Creation of Externally Entered Customer Orders
Credit Card Management in Customer Order Entry
Credit Check for Customer Order
Customer Order Category
Customer Order Document
Customer Order Entry Message Overview
Customer Order Flow
Customer Order Flow for Country Version Brazil
Customer Order Processing
Customer Order Types
Customer Order Type
Customer Returns
Debit Frequency
Default Requested Delivery Time in Customer Order Entry
Define Customer Order Entry Message
Defining Settings for Component Exchange with Customer in Core Management Process
Delivery Order
Delivery Reporting - Customer Order
Display and Change Delivery Addresses on Customer Order Header
Duplicate Check - Customer Order Entry
Enter or Change an Order Line Charge to an Existing Customer Order
Enter a Customer Order Using Several Panels in the Order Header
Enter a Customer Order - Quick Entry Using No Panels in the Order Header
Enter Comment in Customer Order Header
Enter Comment in Customer Order Line
Enter Customer Order Type
Enter Customer Order Using Quick Entry
Enter Goods Receipt - Advised Customer Returns
Enter Quotation Information
Entering a Customer Order: Normal Order Entry
Entering Customer Order From Standing Customer Order
Entering Customer Order Line
Entering Customer Order: Quick Entry
Entering Externally Entered Customer Order using M3 e-business or EDI
Equipment Information on the Customer Order
Filing Customer Orders
Generate Customer Order from Standing Customer Order
Internal Approval of Customer Order Delivery for Invoicing
Joint Delivery for Customer Order
Line Suffix
Line Type
M3 Fashion Matrix plug-ins for customer order
Manage Credit Card Payments in Customer Order Entry
Manage Credit Card Payments with a Third-Party Provider in Cash Desk
Manage Credit Card Payments with CenPOS in Cash Desk
Manage Credit Card Payments with CenPOS in Customer Order Entry
Manage Customer Order Entry Message
Manage Location Based Catch Weight
Managing sales price U/M for items with location based catch weight
Customer order processing
Entry of catch weight at customer order entry
Managing Core Return from Customer
Managing Payment Proposals for Customer Orders
Summary
Workflow for payment documents
Workflow for advance payment documents (only if advance invoice setting is 3 = Prepayment calculated)
Configuration
Manual Allocation - Customer Order Line
Mass Change Aggregated Customer Order Lines
Mass Change Order Lines
Net Price Calculation Method
Next Manual Function
Payment Term on Customer Order Line
Planned Split of Customer Order Line
Price Guidance in the Customer Order Process
Price Guidance Override History
Print Customer Order Confirmation on Paper or Send Electronically
Print Price Labels for External Prices
Propose Facility on Customer Order
Quotation Management
Reasonability Check at Customer Order Line Entry
Register Customer Return
Report Inspection Results - Customer Returns
Reschedule Customer Order Lines
Return Status - Customer Return
Salesperson on Order Line Level
Sales Quotation - Customer Order
Select Several Items at the Same Time to Speed Up Order Line Entry
Selling Spare Parts Included in or Priced by a Maintenance Agreement
Selling a Remanufactured Component and Processing the Customer Return
Selling Equipment Covered by Warranty
Selling Spare Parts Covered by Warranty
Specify Parameters for Customer Returns
Status - Customer Order
Status - Customer Order Line
Time Zone Management in Customer Order Processing
Tracking Customer Orders
Work with Delivery Addresses on Order Line
Processing CO Acquisition Variants
Extended Catalog Item
Handling Petty Cash in Cash Desk
Move Cash between Cash Desks in Cash Desk
Customer Order Invoicing and Financial Transactions
Advance Invoice
Create Advance Invoice Proposal Manually
Create Corrective Invoice in Sales Management
Defer Invoicing until Customer Order is Fully Delivered
Different Voucher Number Series for Different Types of Invoices
Immediate Invoicing - Customer Order
Invoice Customer Order Manually
Invoice Post-processing
Invoicing Customer Orders
Managing Advance Invoice
Print Advance Invoice in Batch
Print Invoice Copy
Restart Invoicing
Settings - Invoicing
Update EU Sales
Update Sales Account Entries
Customer Order Sourcing
Availability Check - Customer Order Line
Buy-to-Order
Create a Purchase Order during Customer Order Entry
Creating a Purchase Order in the Customer Order Flow
Define an Extended Catalog Item
Define Settings for the Buy-to-Order Process
Item Replacement
Trade-in Customer Order with Automatic Purchase Order Entry
Customer Delivery Schedules
Activate a Delivery Schedule
Check a Delivery Schedule for Deviations
Create Delivery Schedule Demands Manually
Create a Delivery Schedule Header Manually
Create Delivery Schedule Item Lines Manually
Create a Net Schedule
Create Partner ID and Connect Partner Alias IDs
Create Partner and Partner Alias Repositories
Create Partner Type and Partner Alias Type
Creating a Delivery Schedule Automatically
Creating a Delivery Schedule Manually
Define Customer and Customer Alias Deviations
Define Default Sales Facility and Warehouse
Define Delivery Schedule Type
Define Deviation Management
Define Partner Settings
Define Split Management
Delivery Schedule Activation
Delivery Schedule Deviation Check
Delivery Schedule Net Schedule Creation
Delivery Schedule Validation
Enabling Cumulative Reconciliation
Enabling Customer Delivery Schedules
Enabling Date Calculation
Enabling Date Calculation with Route Management Allowed
Enabling Date Calculation without Route Management Allowed
Enabling Partner Agreement
Managing Customer Delivery Schedules
Processing a Delivery Schedule
Reconciliation of Delivery Schedule Demands
Validate a Delivery Schedule
Point of Sales
Correct Errors that Occur during Sales Ticket Validation
Create a New Shop
Creating a New Assortment in M3
Creating a New Shop in M3
Define Basic Settings for Enabling POS Integration with M3
Define Customer Cards for a Customer Used in POS
Define Settings for General Ledger Update in M3
Define Settings for Stock Update in M3
Defining Settings for Enabling POS Integration with M3
Discount Promotion in POS
Download Changed or New Customer Information from M3 to an External POS System
Download Changed or New Item Information from M3 to an External POS System
Download Customer Information from M3 to an External POS System
Download Item Information from M3 to an External POS System
Download Item Information from M3 via (MMS001) to an External POS System
Download Promotion Information from M3 to an External POS System
Download Sales Price List Information from M3 to an External POS System
Download Customer Card Information to be Used in POS
Download System Table Information from M3 to an External POS System
Download User Information from M3 to an External POS System
File Financial Information about Sales Tickets
File Sales Ticket Entries
Integration of a Point of Sale System with M3
Managing Advance Payment for a Reserved Item
Managing Cash Sales of Gift Certificates
Managing Cash Sales of Items in a Point of Sale System Integrated to M3
Managing Cash Sales of Items When Paying with Gift Certificates
Managing Credit Note Refund
Managing Credit Sales of Items and Immediate Invoicing to Print Invoice in Shop
Managing Credit Sales of Items and Invoicing with Split Due Dates
Managing Credit Sales of Items with Periodic Invoicing
Managing Integration of an External Point of Sale System with M3
Managing Payment of a Specific Invoice
Managing Payment to Customer's Account
Managing Returns of Items
Managing Sales of Items in the Buy-to-Order Flow Using Advance Payment
Managing Telesales of Items and Payment in Shop
Print Checks in Cash Desk
Sales Tickets
Select Shelf Labels to Print in Point of Sales
Transfer Sales Tickets from OXSALE to OPSALE and Validate
Update M3 General Ledger with Sales Ticket Information
Update M3 Sales Statistics with Sales Ticket Information
Update M3 Stock with Sales Ticket Information
Uploading Sales Ticket Information to M3
Cash Desk
Configure a Cash Desk for Registering Cash Payments
Display and Restart Interrupted Payment Transactions
Handling Cash Payments of Invoices
Print Checks in Cash Desk
Print Selected Cash Invoices
Print Selected Cash Payments
Reclassify an Invoice for Cash Payments
Reconcile and Validate Cash Desks
Register and Validate Cash Payments for Invoices
Search and Display Cash Invoices
Search and Display Cash Payments
Select Original Payment Method in Cash Desk
Sales Statistics
Accumulator Field
Adjust Budget Values
Basic Data for Sales Budget and Statistics
Calculate Budget Distribution Percentages
Calculating Sales Forecasts
Combine and Copy Data between Datasets
Copy Demand in Dataset
Create Distribution Template
Create Sales Budget Version
Create Sales Forecast
Create Simulated Forecast Method for Sales Statistics
Dataset
Datasets
Demand Type - Sales Statistics
Display Budget and Statistics
Distribute Budget Values
Enter Budget Distribution Percentages
Enter Budget Values
Export Data from Dataset to a File
Forecast Formula - Sales Statistics
Forecast Method - Sales Statistics
Forecast Simulation - Sales Statistics
Import Data from PC file to Dataset
Order Entry Statistics
Preparing Spreadsheet for Export to Dataset
Print Budget and Statistics
Re-create Detailed Order Entry Statistics
Re-create Detailed Sales Statistics
Re-create Order Entry Statistics in Datasets
Re-create Sales Statistics in Datasets
Report Processing
Sales Budgeting
Sales Budget. Transfer to FIM
Sales Budgets and Statistics
Sales Forecasting
Sales Statistics
Sales Statistics - Customer Order
Transaction Type - Statistics
Transfer Sales Budget to Item Forecast
Update Sales Statistics
Copyright © 2020 Infor
Contacting Infor
M3 Rental Management User Guide
About this Guide
Enabling Rental Management
Rental Agreement Order Types
Reason Codes in (STS060)
Adding Contact Persons to Rental Agreement
Calculating Service Days for Rental Statistics and Utilization
Connect Usage or Consumption Meters to a Rental Agreement Line
Create Package Structure Header
Create Package Structure Lines
Creating Package Structure
Creating Work Orders from Rental Agreement Lines
Define Item for Rental Agreement
Define Rules for Rental Agreement Header
Define Rules for Rental Agreement Lines
Rental Insurance and Damage Waiver
Rental X-hire
Restructure Rental Package Pricing
Retrieval of Rental Item Price
Setting up Rental Depot
Rental Agreement Processing
Check in Rental Agreement
Check Out Rental Agreement
Convert Preliminary Rental Agreement to Active Agreement or Quotation
Convert Rental Agreement to Rental Purchase Option
Copy Rental Agreement or Agreement Line
Credit and Stock Return for a Sales Line
Enter Additional Charges
Enter Rental Agreement Header
Entering a Rental Agreement
Entering Rental Agreement Lines
Credit Check for Rental Agreements
Create and Manage Leasing Agreement Using EQM With Funder
Create and Manage Leasing Agreement Using EQM Without Funder
Create and Manage Leasing Agreement Using (STS100)
Copy Leasing Line
Convert a Rental Line to a Leasing Line in (STS201)
Leasing Charge
Update of Leasing Charge using Index Update
Leasing Curve
Update of Leasing Curve using Variable Interest Rate
Exchange Rental Item
Mass Update of Rental Lines
Monitoring Availability of Items to Be Delivered
Processing Rental Agreements
Rental Logistic Toolbox Process Status
Managing Leasing Logistics
Replace Item on Rental Agreement Lines
Six-Day Week Rate Calculation in Rental
Stand Down Period
Terminate a Rental Agreement
Rental Statistics - Utilization
Rental Invoicing
Complete and Close Rental Agreements
Define Days to be Invoiced in Rental
Invoice History per Equipment
Invoice Rental Agreement
Invoicing Exchange Agreement Lines
Invoicing Rental Agreement
Leasing Invoicing
Managing Interactive Rental Invoicing
Reversion of Rental Invoice Service Order
Pricing
Rental Meter Price List
Rental Price Simulation
Setting up Rent by Hour
Simulate Rental Agreement Totals
Stepped Pricing
Leasing Agreement Processing
Activate Leasing Agreement
Amend Leasing Agreement
Create Funding Record
Create Leasing Agreement from Customer Order
Enter Calculation Data
Enter Leasing information
Pre-calculating Agreement Line
Processing Leasing Agreements
Starting Leasing Agreement
Manage Termination of Leasing Agreements
Terminating Leasing Agreement
Leasing Invoicing
Invoice Leasing Agreement
Invoicing Leasing Agreement
Enabling Leasing Management
Create Leasing Agreement Header
Create Leasing Agreement Line
Creating Leasing Agreement
Creating Leasing Agreement Line
Define Rules for Agreement Lines
Define Rules for Leasing Agreement Header
Invoicing Agreement
Correcting Invoices in Rental and Leasing
Outcome
Before you start
Follow these steps
Create Full Credit in Rental and Leasing
Create Partial Credit in Rental and Leasing
Credit and Re-invoice
Copyright © 2020 Infor
Contacting Infor
About this Guide
Enabling Rental Management
Rental Agreement Order Types
Reason Codes in (STS060)
Adding Contact Persons to Rental Agreement
Calculating Service Days for Rental Statistics and Utilization
Connect Usage or Consumption Meters to a Rental Agreement Line
Create Package Structure Header
Create Package Structure Lines
Creating Package Structure
Creating Work Orders from Rental Agreement Lines
Define Item for Rental Agreement
Define Rules for Rental Agreement Header
Define Rules for Rental Agreement Lines
Rental Insurance and Damage Waiver
Rental X-hire
Restructure Rental Package Pricing
Retrieval of Rental Item Price
Setting up Rental Depot
Rental Agreement Processing
Check in Rental Agreement
Check Out Rental Agreement
Convert Preliminary Rental Agreement to Active Agreement or Quotation
Convert Rental Agreement to Rental Purchase Option
Copy Rental Agreement or Agreement Line
Credit and Stock Return for a Sales Line
Enter Additional Charges
Enter Rental Agreement Header
Entering a Rental Agreement
Entering Rental Agreement Lines
Credit Check for Rental Agreements
Create and Manage Leasing Agreement Using EQM With Funder
Create and Manage Leasing Agreement Using EQM Without Funder
Create and Manage Leasing Agreement Using (STS100)
Copy Leasing Line
Convert a Rental Line to a Leasing Line in (STS201)
Leasing Charge
Update of Leasing Charge using Index Update
Leasing Curve
Update of Leasing Curve using Variable Interest Rate
Exchange Rental Item
Mass Update of Rental Lines
Monitoring Availability of Items to Be Delivered
Processing Rental Agreements
Rental Logistic Toolbox Process Status
Managing Leasing Logistics
Replace Item on Rental Agreement Lines
Six-Day Week Rate Calculation in Rental
Stand Down Period
Terminate a Rental Agreement
Rental Statistics - Utilization
Rental Invoicing
Complete and Close Rental Agreements
Define Days to be Invoiced in Rental
Invoice History per Equipment
Invoice Rental Agreement
Invoicing Exchange Agreement Lines
Invoicing Rental Agreement
Leasing Invoicing
Managing Interactive Rental Invoicing
Reversion of Rental Invoice Service Order
Pricing
Rental Meter Price List
Rental Price Simulation
Setting up Rent by Hour
Simulate Rental Agreement Totals
Stepped Pricing
Leasing Agreement Processing
Activate Leasing Agreement
Amend Leasing Agreement
Create Funding Record
Create Leasing Agreement from Customer Order
Enter Calculation Data
Enter Leasing information
Pre-calculating Agreement Line
Processing Leasing Agreements
Starting Leasing Agreement
Manage Termination of Leasing Agreements
Terminating Leasing Agreement
Leasing Invoicing
Invoice Leasing Agreement
Invoicing Leasing Agreement
Enabling Leasing Management
Create Leasing Agreement Header
Create Leasing Agreement Line
Creating Leasing Agreement
Creating Leasing Agreement Line
Define Rules for Agreement Lines
Define Rules for Leasing Agreement Header
Invoicing Agreement
Correcting Invoices in Rental and Leasing
Outcome
Before you start
Follow these steps
Create Full Credit in Rental and Leasing
Create Partial Credit in Rental and Leasing
Credit and Re-invoice
Copyright © 2020 Infor
Contacting Infor
M3 Project Management User Guide
About this Guide
Managing Project Order
Create Corrective Invoice in Project Order
Correcting Invoices for Project Orders
On Account Invoicing
Partner
Project Element
Project Manager
Project Messages
Project Number
Project Recognition Method
Project Status
Project Structure - Project Management
Quotation Version
Recognition Proposal Status - Project
Reporting Level
Project Management
Activity - Project Management
Add Serial Number in POM
Adjust Recognition Proposal
Budget Item
Create Information Structure
Create Invoice Lines
Create Recognition Proposal
Create Material Budget from Material Template
Create Material Budget from Product Structure
Creating Projects
Create Project from Template
Create Project from MCO Line
Creating Project Quotations
Element Status
Enter Quotation Reply
Entering Project Templates
Entering sub-templates
Invoicing Projects
Quotation Status Management
Open Project
Performing Projects
Preparing Projects
Project Activities
Project Budgeting
Project Forecasting
Project Information
Project Management
Project Quotations
Project Scheduling
Recognizing Project Costs/Revenues
Rental Connection to POM
Start Project
Subproject Manager
Subtemplate
Subproject - Project Management
Supporting Project Management
Copyright © 2020 Infor
Contacting Infor
About this Guide
Managing Project Order
Create Corrective Invoice in Project Order
Correcting Invoices for Project Orders
On Account Invoicing
Partner
Project Element
Project Manager
Project Messages
Project Number
Project Recognition Method
Project Status
Project Structure - Project Management
Quotation Version
Recognition Proposal Status - Project
Reporting Level
Project Management
Activity - Project Management
Add Serial Number in POM
Adjust Recognition Proposal
Budget Item
Create Information Structure
Create Invoice Lines
Create Recognition Proposal
Create Material Budget from Material Template
Create Material Budget from Product Structure
Creating Projects
Create Project from Template
Create Project from MCO Line
Creating Project Quotations
Element Status
Enter Quotation Reply
Entering Project Templates
Entering sub-templates
Invoicing Projects
Quotation Status Management
Open Project
Performing Projects
Preparing Projects
Project Activities
Project Budgeting
Project Forecasting
Project Information
Project Management
Project Quotations
Project Scheduling
Recognizing Project Costs/Revenues
Rental Connection to POM
Start Project
Subproject Manager
Subtemplate
Subproject - Project Management
Supporting Project Management
Copyright © 2020 Infor
Contacting Infor
M3 Service Management User Guide
About this Guide
Service Agreements
Adjust Agreement Prices with Index
Adjust Agreement Prices with Percentage
Agreement Quotations
Basic Data for Meter Invoicing
Basic Data for Preventive Service
Basic Data for Service Agreement
Calculate Average Meter Usage
Change Meter for an Individual Item
Connect Contract Item to Item
Create Agreement Line
Create or Copy Agreement Location
Create Leasing Agreement
Create Preventive Service Activities for Service Agreement
Create Price List
Create Service Agreements
Create Service Agreement Header
Creating Service Agreement (SA)
Credit or Correct an Invoice for Service Agreement
Crediting and Adjusting Agreement Invoice - Method 1
Crediting and Adjusting Agreement Invoice - Method 2
Define Rules for Agreement Location
Define Rules for Creating Service Agreement Lines
Define Rules for Entering Service Agreement Header
Enter Agreement Contents per Agreement Header
Enter Agreement Contents per Agreement Line
Enter Agreement Contents per Agreement Type
Enter Agreement Header
Enter Agreement Line
Enter Agreement Order Type
Enter Agreement Quotation Header
Enter Agreement Site
Enter Agreement Type
Enter Contract Item
Enter Meter Price Schedule-Type 01
Enter Meter Price Schedule-Type 02
Enter Meter Price Schedule-Type 03
Enter Meter Price Schedule-Type 04
Enter Meter Price Schedule-Type 05
Enter Meter Price Schedule-Type 06
Enter Meter Price Schedule-Type 07
Enter Meter Price Schedule-Type 08
Enter Tax Code for Individual Item
Entering SA - Meter Invoice Aggregated from Scratch
Entering SA - Meter Invoice Non-aggregated from Scratch
File Service Agreements
Generate Agreement Order
Generate Agreement from Agreement Quotation
Generate Preventive Service Order
Generate Preventive Service Order from Service Agreement
Invoice Service Agreement
Invoicing Service Agreement
Invoicing Service Agreements
Meter Invoicing
Migration of Contract Items
Migration of Individual Items Including Meters
Migration of Service Agreements
Migration of Service Expenses
Migration of Service Kit
Preventive Service Orders
Price Adjustment of Service Agreement
Pricing Service Agreements
Processing Service Agreement
Processing Preventive Service Order
Processing Price List for Service and Rentals
Quoting Service Agreement (SA)
Report Meter Readings for Individual Items from Scratch or Reporting Round
Reset - Generate Agreement Order
Service Agreements
Start Meter Reading for an Individual Item
Update Price List for Service Expenses, Contract Items and Rental Prices
Update Price List for Items
Update Periodic Accounting and Display Invoiced Amounts for Period Accounting
Update/Renew Service Agreement
Validity Period - Service Agreement
Validity Type - Service Agreement
Service Order Processing
Allocate Technician Automatically
Availability Check
Basic Data for Individual Item Information
Check Availability
Configure Individual Item
Configure Item for Replacement
Configure Service Order Type for Replacement
Configuration for Replacement Management
Correcting Invoices for Service Orders
Create an Action
Create an Action Text
Create Alias Number
Create Assignment Proposal
Create Error Symptom Text
Create Meter Reporting Round for Individual Items
Create Replacement
Create Service Assignment
Create Service Charge per Service Order Type
Create Service Expense
Create Service Kit
Create Service Order Header
Create Service Order Lines
Credit or Correct an Invoice for Service Order
Define Items and Item Types Covered by Warranty
Define Rules for Entering, Checking and Copying Service Assignments
Define Rules for Entering Common Data for Service Orders (Service Order Header) or Edit an Existing Service Order
Define Rules for Entering Service Order Lines
Define Rules for In-house Repair
Define Warranty for an Individual Item or Group of Individual Items
Display Individual Items
Enter Default Values per Information ID
Enter Discount Number for Service Order
Enter Discount Matrix for Discount Numbers in Service Order
Enter Discount Model for Service Order
Enter Estimation Price List
Enter Information Blocks per Individual Item
Enter Information per Individual Item
Enter Information Structure per ID Type
Enter Information Values per Individual Item
Enter Service Order for In-house Repair
Enter Service Order Header
Enter Service Quotation Header
Entering Discount Model
Entering Service Orders
Fixed Price Handling
Generate Individual Item
Generating Service Orders
Individual Item - Generate
Information per Individual Item
Payer Control for Service and Rentals
Plan Service Assignment
Plan Service Assignment Using Service Planning Board
Planning Service Assignment
Pre-allocate Items in Service Order
Pre-allocation of Items in Service Order
Price Replacement
Print and Release Estimation
Priority Order for Allocation of Service Technician
Processing Automatic Allocation for Service Order
Processing In-house Repair
Processing Price Estimations for In-house Repair
Processing Quotations for Service Orders
Processing Service Orders for Field Service
Processing Warranty for Service and Rentals
Proposal Status
Quick Entry of Distribution Order for Service Order
Replacement Handling for Service Order
Replacement Management
Report Service Assignment
Report Service Order
Send Assignment to Technician
Settings for Automatic Allocation of Service Technician
Settings for Warehouse Transaction – Automatic Creation of a New Item ID in Receiving Warehouse
Service Assignment Entry
Service Level - Service Order Processing
Service Order Credit Entry
Service Order Header Entry
Service Order Invoicing
Service Order Line Entry
Service Order Processing
Service Order Reporting
Service Order Scheduling
Service Quotation
Technician
Terminate Meter for an Individual Item
Track Replacement - Transaction Level 6
Tracking Return Deliveries
Transaction Reason Code
Update Individual Item Automatically
Warranty - Define Rules for Warranty Check
Work with Customer Site
Work with Individual Items per Customer Site
Copyright © 2020 Infor
Contacting Infor
About this Guide
Service Agreements
Adjust Agreement Prices with Index
Adjust Agreement Prices with Percentage
Agreement Quotations
Basic Data for Meter Invoicing
Basic Data for Preventive Service
Basic Data for Service Agreement
Calculate Average Meter Usage
Change Meter for an Individual Item
Connect Contract Item to Item
Create Agreement Line
Create or Copy Agreement Location
Create Leasing Agreement
Create Preventive Service Activities for Service Agreement
Create Price List
Create Service Agreements
Create Service Agreement Header
Creating Service Agreement (SA)
Credit or Correct an Invoice for Service Agreement
Crediting and Adjusting Agreement Invoice - Method 1
Crediting and Adjusting Agreement Invoice - Method 2
Define Rules for Agreement Location
Define Rules for Creating Service Agreement Lines
Define Rules for Entering Service Agreement Header
Enter Agreement Contents per Agreement Header
Enter Agreement Contents per Agreement Line
Enter Agreement Contents per Agreement Type
Enter Agreement Header
Enter Agreement Line
Enter Agreement Order Type
Enter Agreement Quotation Header
Enter Agreement Site
Enter Agreement Type
Enter Contract Item
Enter Meter Price Schedule-Type 01
Enter Meter Price Schedule-Type 02
Enter Meter Price Schedule-Type 03
Enter Meter Price Schedule-Type 04
Enter Meter Price Schedule-Type 05
Enter Meter Price Schedule-Type 06
Enter Meter Price Schedule-Type 07
Enter Meter Price Schedule-Type 08
Enter Tax Code for Individual Item
Entering SA - Meter Invoice Aggregated from Scratch
Entering SA - Meter Invoice Non-aggregated from Scratch
File Service Agreements
Generate Agreement Order
Generate Agreement from Agreement Quotation
Generate Preventive Service Order
Generate Preventive Service Order from Service Agreement
Invoice Service Agreement
Invoicing Service Agreement
Invoicing Service Agreements
Meter Invoicing
Migration of Contract Items
Migration of Individual Items Including Meters
Migration of Service Agreements
Migration of Service Expenses
Migration of Service Kit
Preventive Service Orders
Price Adjustment of Service Agreement
Pricing Service Agreements
Processing Service Agreement
Processing Preventive Service Order
Processing Price List for Service and Rentals
Quoting Service Agreement (SA)
Report Meter Readings for Individual Items from Scratch or Reporting Round
Reset - Generate Agreement Order
Service Agreements
Start Meter Reading for an Individual Item
Update Price List for Service Expenses, Contract Items and Rental Prices
Update Price List for Items
Update Periodic Accounting and Display Invoiced Amounts for Period Accounting
Update/Renew Service Agreement
Validity Period - Service Agreement
Validity Type - Service Agreement
Service Order Processing
Allocate Technician Automatically
Availability Check
Basic Data for Individual Item Information
Check Availability
Configure Individual Item
Configure Item for Replacement
Configure Service Order Type for Replacement
Configuration for Replacement Management
Correcting Invoices for Service Orders
Create an Action
Create an Action Text
Create Alias Number
Create Assignment Proposal
Create Error Symptom Text
Create Meter Reporting Round for Individual Items
Create Replacement
Create Service Assignment
Create Service Charge per Service Order Type
Create Service Expense
Create Service Kit
Create Service Order Header
Create Service Order Lines
Credit or Correct an Invoice for Service Order
Define Items and Item Types Covered by Warranty
Define Rules for Entering, Checking and Copying Service Assignments
Define Rules for Entering Common Data for Service Orders (Service Order Header) or Edit an Existing Service Order
Define Rules for Entering Service Order Lines
Define Rules for In-house Repair
Define Warranty for an Individual Item or Group of Individual Items
Display Individual Items
Enter Default Values per Information ID
Enter Discount Number for Service Order
Enter Discount Matrix for Discount Numbers in Service Order
Enter Discount Model for Service Order
Enter Estimation Price List
Enter Information Blocks per Individual Item
Enter Information per Individual Item
Enter Information Structure per ID Type
Enter Information Values per Individual Item
Enter Service Order for In-house Repair
Enter Service Order Header
Enter Service Quotation Header
Entering Discount Model
Entering Service Orders
Fixed Price Handling
Generate Individual Item
Generating Service Orders
Individual Item - Generate
Information per Individual Item
Payer Control for Service and Rentals
Plan Service Assignment
Plan Service Assignment Using Service Planning Board
Planning Service Assignment
Pre-allocate Items in Service Order
Pre-allocation of Items in Service Order
Price Replacement
Print and Release Estimation
Priority Order for Allocation of Service Technician
Processing Automatic Allocation for Service Order
Processing In-house Repair
Processing Price Estimations for In-house Repair
Processing Quotations for Service Orders
Processing Service Orders for Field Service
Processing Warranty for Service and Rentals
Proposal Status
Quick Entry of Distribution Order for Service Order
Replacement Handling for Service Order
Replacement Management
Report Service Assignment
Report Service Order
Send Assignment to Technician
Settings for Automatic Allocation of Service Technician
Settings for Warehouse Transaction – Automatic Creation of a New Item ID in Receiving Warehouse
Service Assignment Entry
Service Level - Service Order Processing
Service Order Credit Entry
Service Order Header Entry
Service Order Invoicing
Service Order Line Entry
Service Order Processing
Service Order Reporting
Service Order Scheduling
Service Quotation
Technician
Terminate Meter for an Individual Item
Track Replacement - Transaction Level 6
Tracking Return Deliveries
Transaction Reason Code
Update Individual Item Automatically
Warranty - Define Rules for Warranty Check
Work with Customer Site
Work with Individual Items per Customer Site
Copyright © 2020 Infor
Contacting Infor
M3 Supply Chain Execution User Guide
About this Guide
Managing Inhouse Activities
Analyze and Repair Mismatches for Item per Warehouse
Change Location for All Items
Change Location for Container
Change Location for Balance Identity
Change Location for Items
Change Location for an Item Coded as a Single Location Item
Change Location on Balance Identity for a Catch Weight Item
Consignment Stock
Container Management
Create Item Selection Table
Create Lot/Serial Number
Create Physical Inventory Counting
Create Quick Physical Inventory
Define Sublot Policy
Date Analysis on Lot-Controlled Items
Define Physical Inventory Settings
Display Item per Facility
Display Item per Location
Display Stock Location Statistics
Display Stock Transaction History
Fixed Lead Time
Inventory Statistics
Manage Sublots
Managing Containers
Managing Mismatches for Item per Warehouse
Manual Movement of Items, Balance IDs and Containers Between Locations
Migration of Item Statistics
Movement of Items, Balance IDs and Containers Between Locations within a Warehouse
Movement of Item Between Locations Using a Planned Move Order
Movement of Items Using a Planned Move Order
On-hand Balance
On-hand Balance Reporting per Facility
On-hand Balance Status
Perform Physical Inventory for a Catch Weight Item
Physical Inventory
Physical Inventory Method
Physical Inventory Request
Report and Update Physical Inventory
Run, Recreate, Display and Print Item Statistics
Run and Display Summarized Item Statistics
Settings for Inventory Statistics
Single Location
Stock and Inventory Information
Taking Physical Inventory
Managing DO/RO
Distribution Calendar
Handling Requisition Order
Internal Orders including Requisition and Distribution Orders
Display Information about Distribution Order
Distribution Order
Distribution Order Entry
Mass Change Aggregated Distribution Order Lines
Requisition Order
Requisition Order Flow
Requisition/Distribution Order Quick Entry
Settings for Distribution Orders
Transportation Lead Time For Purchasing and Distribution
Managing Items
Alias Number
Alias Number for Items
Alias Type
Archive or Delete Items
Catch Weight and Cost Unit of Measure Settings
Catch Weight Loss Transactions
Catch Weight in Distribution Order
Catch Weight Management
Catch Weight Update
Check and Modify Item to Facility Connection
Create and Connect Item to a Warehouse Structure
Create Group Technology Class
Create Storage Requirement
Connect Bulk Item to Packaged Item
Connect Style to Composition
Define Alias Number
Define Alternate Unit of Measure
Define Names and Languages for an Item
Define Related Items
Enter Kit Item
Enter Items in Kit Item
Feature
Feature Type
Formula
Item Flow Create, Copy and Display
Lot Blending
Lot Handling
Lot Handling in the Purchasing Flow
Lot Handling in the Manufacturing Flow
Lot/Serial Number Settings
M3 Fashion Matrix Plug-ins for Distribution Order
Manage Expiration Dates
Manage Harvested Dates
Manage Items in the Item Data Interface
Manage Field Lengths using (CRS735)
Managing Item Hierarchy Structure
Reclassify, Trace and Display Lot and Serial Number
Reclassification of Balance Identity for a Catch Weight Item
Reclassify Items and Lots
Sales Price Unit of Measure
Settings for Style and Stock Keeping Unit (SKU)
Settings for Item Data Interface
Settings for Item Archiving and Deletion
Simple Lot Tracking
Style Composition
Trace and Display Lot/Serial Number
Transmission Lead Time
Using Item Toolbox
Receiving Inbound Goods
Basic Settings for System-Directed Put-Away
Create Location Type Table (MMS057)
Cross-Docking and Extended Cross-Docking
Define Cross-Docking Settings
Goods Receiving with Two-Step Put-Away
Goods Receiving DO/RO Using Different Methods
System-Directed Put-Away
System-Directed Put-Away with Fill Partly Empty
Settings for System-Directed Put-Away for Preferred Buffer Locations
Settings for System-Directed Put-Away for Location Weight Limit Management
Managing Outbound Goods
Allocation and Cross-Docking Concepts
Analyze Allocation Failure and Display On-Hand Balance
Automatic Allocation
Auto Start Jobs in the Dispatch Flow
Basic Batch Allocation Settings
Basic Delivery Value Check Settings
Basic Settings for Automatic Allocation
Basic Settings for Dispatch Handling
Basic Settings for Dispatch Policy
Basic Settings for Requisition and Distribution Order
Batch Allocation
Batch Allocation Using Fair Share, Allocation Priority Rules or Allocation priority with Fair Share
Batch Allocation Settings
Create Formatting ID for Package Number
Create Location Type Table (MMS057)
Create View and Sorting Order in (MWS410)
Define Settings for Allocation Priority Model
Define Settings for Batch Allocation Limits
Define Settings for Joint Delivery Rules
Create Packaging Group
Cartonization
Connect Item to Standard Packaging
Define Settings for Packing
Define Settings for Packaging Actions
Define Settings for Picking Resource Planning
Delivery Receipt Confirmation
Delivery Status
Delivery Stop
Delivery Value Check
Dispatch Handling
Display and Change Customer Priority Rules
Event Based Document Control
File and Delete Delivery Data
How to Perform Packing
How to Use Automatic Allocation with Manual Release and How to Stop Allocation
How to Use Manual Allocation
How to Use Pre-Allocation
How to Use Soft Allocation
Joint Delivery Rules
Manage Delivery Documents and Labels
Managing Pick-up Deliveries for Customer Returns
Managing Pick-up Deliveries for Transportation Orders
Manual Over-Allocation - Manufacturing Component Line Fashion
Package
Packaging
Packing
Package-Based Picking and Picking Capacity Split
Partial Delivery
Performing Packaging Actions
Picking Release Delivery Toolbox
Perform Package-Based Picking and Picking Capacity Split
Perform Picking Resource Planning
Pre-Allocation
Pre-Allocation Settings
Print, Pick, Pack and Report Picking Lists
Settings for Allocation Control Per Balance ID (Allocation Table Control)
Settings for Event Based Document Control
Settings for Fair Share, Allocation Priority Rules and Allocation Priority with Fair Share
Settings for Package-Based Picking and Picking Capacity Split
Settings for System-Guided Pick and Pack
Stock Entrance Allocation
Transportation Documents
Transportation Management
Wave Picking
Warehouse Management Interfaces
M3 Business Engine Administrator's Guide for Warehouse Management Interfaces
Supported Processes for Warehouse Management Interfaces
Download processes
Supported processes
Upload processes
Backorders when a Picking List is Reported from an External System
Manage Attribute with Warehouse Interface
MHS850MI Customer Returns
MHS850MI Transaction AddCOPick
MHS850MI Transaction AddCOReturn
MHS850MI Transaction AddCorrPickLine
MHS850MI Transaction AddDO
MHS850MI Transaction AddDOPackRec
MHS850MI Transaction AddDORecOther
MHS850MI Transaction AddDORecViaPack
MHS850MI Transaction AddDOPick
MHS850MI Transaction AddMOReqIssue
MMS850MI Transaction AddPartialCount
MHS850MI Transaction AddPickByPacStk
MHS850MI Transaction AddPickViaRepNo
MHS850MI Transaction AddPOReceipt
MMS850MI Transaction AddRclLotSts
MMS850MI Transaction AddReclass
Move a Picking List Line to a Packing or Docking Location
Download and Upload to an External System
Settings for Integration to an External System
Scenarios for Using Warehouse Management Interfaces (WHI)
Managing Transportation Planning
Additional Transportation Information
Basic Settings for Freight Cost and Freight Cost Calculation
Create Transportation Equipment
Create Transportation Resource
Define Settings for Transportation Management
Delivery Stop Based on Freight Cost Control
Delivery Stop Based on Transportation Interface
Freight Accessorials
Freight Charge
Freight Cost Management
Freight Detention
Freight Purchase Orders
Internal Accounting for Freight Cost
Manage Freight Cost Calculation
Manage Freight Cost Distribution
Route
Route Planning
Routing
Settings for Freight Cost Distribution
Settings for Transportation Management
Simulate Route Pre-Selection (MTS028)
Unloading Zone
Working with Transportation Management
Outcome
Before you start
Follow these steps
Transportation Management Interfaces
M3 Business Engine Administrator's Guide for Transportation Execution Interface (TEI)
Business Requirements and Solutions for M3 Transportation Execution Interface
Scenarios for Using M3 Transportation Execution Interface
Settings for Transportation Execution Interface (TEI)
Overview of TEI Architecture
TEI functionality
Mapping IEC to TEI
TEI transfer entities
TEI transfer events
TEI report versions
API Overview of M3 Transportation Execution Interface
M3 TEI Transfer Triggers
Manually Create TEI Transfers without Events
Manually Create TEI Transfer with Event and Manage Created TEI Transfers
Transportation Operational Planning - Download and Upload Deliveries
Supply Chain Order
Changing, Deleting and Releasing the Supply Chain
Linking Supply Orders
Order Environment Examples
Supply Chain Rules Introduction
Pre-allocation and Allocation of the Supply Chain
Receiving a Supply Chain Order
Supply Chain Header
Supply Chain Policy
APS Decision Tolerance in Supply Chain
Upstream Rules in Supply Chain
Defining Basic Settings
Administration Lead Time
Connect Item to Warehouse
Create and Apply User Authorization to Different Objects
Copy Items in Different Ways
Connect Warehouse to Warehouse Group
Create Facility
Outcome
Before you start
Parameters to set
Follow these steps
Create Item
Creating Items in Different Ways
Create an Item Numbering Rule and Connect It to an Item Type
Create Location Group
Create Location in Warehouse
Create Stock Location Zone in a Warehouse
Create Style and Stock Keeping Units
Create and Use Item Hierarchy Structure
Create Warehouse
Create Warehouse Subtype
Create Warehouse Type
Define Item-related Data
Define Warehouse Structure
Facility
Geographic Locations
Inspection Lead Time For Purchasing
Lead Time in Manufacturing, Purchasing and Distribution
Place of Load
Place of Unload
Priority
Supply Lead Time
Time Zone, Entry Date and Transaction Date when Creating Stock Transactions
Warehouse
Copyright © 2020 Infor
Contacting Infor
About this Guide
Managing Inhouse Activities
Analyze and Repair Mismatches for Item per Warehouse
Change Location for All Items
Change Location for Container
Change Location for Balance Identity
Change Location for Items
Change Location for an Item Coded as a Single Location Item
Change Location on Balance Identity for a Catch Weight Item
Consignment Stock
Container Management
Create Item Selection Table
Create Lot/Serial Number
Create Physical Inventory Counting
Create Quick Physical Inventory
Define Sublot Policy
Date Analysis on Lot-Controlled Items
Define Physical Inventory Settings
Display Item per Facility
Display Item per Location
Display Stock Location Statistics
Display Stock Transaction History
Fixed Lead Time
Inventory Statistics
Manage Sublots
Managing Containers
Managing Mismatches for Item per Warehouse
Manual Movement of Items, Balance IDs and Containers Between Locations
Migration of Item Statistics
Movement of Items, Balance IDs and Containers Between Locations within a Warehouse
Movement of Item Between Locations Using a Planned Move Order
Movement of Items Using a Planned Move Order
On-hand Balance
On-hand Balance Reporting per Facility
On-hand Balance Status
Perform Physical Inventory for a Catch Weight Item
Physical Inventory
Physical Inventory Method
Physical Inventory Request
Report and Update Physical Inventory
Run, Recreate, Display and Print Item Statistics
Run and Display Summarized Item Statistics
Settings for Inventory Statistics
Single Location
Stock and Inventory Information
Taking Physical Inventory
Managing DO/RO
Distribution Calendar
Handling Requisition Order
Internal Orders including Requisition and Distribution Orders
Display Information about Distribution Order
Distribution Order
Distribution Order Entry
Mass Change Aggregated Distribution Order Lines
Requisition Order
Requisition Order Flow
Requisition/Distribution Order Quick Entry
Settings for Distribution Orders
Transportation Lead Time For Purchasing and Distribution
Managing Items
Alias Number
Alias Number for Items
Alias Type
Archive or Delete Items
Catch Weight and Cost Unit of Measure Settings
Catch Weight Loss Transactions
Catch Weight in Distribution Order
Catch Weight Management
Catch Weight Update
Check and Modify Item to Facility Connection
Create and Connect Item to a Warehouse Structure
Create Group Technology Class
Create Storage Requirement
Connect Bulk Item to Packaged Item
Connect Style to Composition
Define Alias Number
Define Alternate Unit of Measure
Define Names and Languages for an Item
Define Related Items
Enter Kit Item
Enter Items in Kit Item
Feature
Feature Type
Formula
Item Flow Create, Copy and Display
Lot Blending
Lot Handling
Lot Handling in the Purchasing Flow
Lot Handling in the Manufacturing Flow
Lot/Serial Number Settings
M3 Fashion Matrix Plug-ins for Distribution Order
Manage Expiration Dates
Manage Harvested Dates
Manage Items in the Item Data Interface
Manage Field Lengths using (CRS735)
Managing Item Hierarchy Structure
Reclassify, Trace and Display Lot and Serial Number
Reclassification of Balance Identity for a Catch Weight Item
Reclassify Items and Lots
Sales Price Unit of Measure
Settings for Style and Stock Keeping Unit (SKU)
Settings for Item Data Interface
Settings for Item Archiving and Deletion
Simple Lot Tracking
Style Composition
Trace and Display Lot/Serial Number
Transmission Lead Time
Using Item Toolbox
Receiving Inbound Goods
Basic Settings for System-Directed Put-Away
Create Location Type Table (MMS057)
Cross-Docking and Extended Cross-Docking
Define Cross-Docking Settings
Goods Receiving with Two-Step Put-Away
Goods Receiving DO/RO Using Different Methods
System-Directed Put-Away
System-Directed Put-Away with Fill Partly Empty
Settings for System-Directed Put-Away for Preferred Buffer Locations
Settings for System-Directed Put-Away for Location Weight Limit Management
Managing Outbound Goods
Allocation and Cross-Docking Concepts
Analyze Allocation Failure and Display On-Hand Balance
Automatic Allocation
Auto Start Jobs in the Dispatch Flow
Basic Batch Allocation Settings
Basic Delivery Value Check Settings
Basic Settings for Automatic Allocation
Basic Settings for Dispatch Handling
Basic Settings for Dispatch Policy
Basic Settings for Requisition and Distribution Order
Batch Allocation
Batch Allocation Using Fair Share, Allocation Priority Rules or Allocation priority with Fair Share
Batch Allocation Settings
Create Formatting ID for Package Number
Create Location Type Table (MMS057)
Create View and Sorting Order in (MWS410)
Define Settings for Allocation Priority Model
Define Settings for Batch Allocation Limits
Define Settings for Joint Delivery Rules
Create Packaging Group
Cartonization
Connect Item to Standard Packaging
Define Settings for Packing
Define Settings for Packaging Actions
Define Settings for Picking Resource Planning
Delivery Receipt Confirmation
Delivery Status
Delivery Stop
Delivery Value Check
Dispatch Handling
Display and Change Customer Priority Rules
Event Based Document Control
File and Delete Delivery Data
How to Perform Packing
How to Use Automatic Allocation with Manual Release and How to Stop Allocation
How to Use Manual Allocation
How to Use Pre-Allocation
How to Use Soft Allocation
Joint Delivery Rules
Manage Delivery Documents and Labels
Managing Pick-up Deliveries for Customer Returns
Managing Pick-up Deliveries for Transportation Orders
Manual Over-Allocation - Manufacturing Component Line Fashion
Package
Packaging
Packing
Package-Based Picking and Picking Capacity Split
Partial Delivery
Performing Packaging Actions
Picking Release Delivery Toolbox
Perform Package-Based Picking and Picking Capacity Split
Perform Picking Resource Planning
Pre-Allocation
Pre-Allocation Settings
Print, Pick, Pack and Report Picking Lists
Settings for Allocation Control Per Balance ID (Allocation Table Control)
Settings for Event Based Document Control
Settings for Fair Share, Allocation Priority Rules and Allocation Priority with Fair Share
Settings for Package-Based Picking and Picking Capacity Split
Settings for System-Guided Pick and Pack
Stock Entrance Allocation
Transportation Documents
Transportation Management
Wave Picking
Warehouse Management Interfaces
M3 Business Engine Administrator's Guide for Warehouse Management Interfaces
Supported Processes for Warehouse Management Interfaces
Download processes
Supported processes
Upload processes
Backorders when a Picking List is Reported from an External System
Manage Attribute with Warehouse Interface
MHS850MI Customer Returns
MHS850MI Transaction AddCOPick
MHS850MI Transaction AddCOReturn
MHS850MI Transaction AddCorrPickLine
MHS850MI Transaction AddDO
MHS850MI Transaction AddDOPackRec
MHS850MI Transaction AddDORecOther
MHS850MI Transaction AddDORecViaPack
MHS850MI Transaction AddDOPick
MHS850MI Transaction AddMOReqIssue
MMS850MI Transaction AddPartialCount
MHS850MI Transaction AddPickByPacStk
MHS850MI Transaction AddPickViaRepNo
MHS850MI Transaction AddPOReceipt
MMS850MI Transaction AddRclLotSts
MMS850MI Transaction AddReclass
Move a Picking List Line to a Packing or Docking Location
Download and Upload to an External System
Settings for Integration to an External System
Scenarios for Using Warehouse Management Interfaces (WHI)
Managing Transportation Planning
Additional Transportation Information
Basic Settings for Freight Cost and Freight Cost Calculation
Create Transportation Equipment
Create Transportation Resource
Define Settings for Transportation Management
Delivery Stop Based on Freight Cost Control
Delivery Stop Based on Transportation Interface
Freight Accessorials
Freight Charge
Freight Cost Management
Freight Detention
Freight Purchase Orders
Internal Accounting for Freight Cost
Manage Freight Cost Calculation
Manage Freight Cost Distribution
Route
Route Planning
Routing
Settings for Freight Cost Distribution
Settings for Transportation Management
Simulate Route Pre-Selection (MTS028)
Unloading Zone
Working with Transportation Management
Outcome
Before you start
Follow these steps
Transportation Management Interfaces
M3 Business Engine Administrator's Guide for Transportation Execution Interface (TEI)
Business Requirements and Solutions for M3 Transportation Execution Interface
Scenarios for Using M3 Transportation Execution Interface
Settings for Transportation Execution Interface (TEI)
Overview of TEI Architecture
TEI functionality
Mapping IEC to TEI
TEI transfer entities
TEI transfer events
TEI report versions
API Overview of M3 Transportation Execution Interface
M3 TEI Transfer Triggers
Manually Create TEI Transfers without Events
Manually Create TEI Transfer with Event and Manage Created TEI Transfers
Transportation Operational Planning - Download and Upload Deliveries
Supply Chain Order
Changing, Deleting and Releasing the Supply Chain
Linking Supply Orders
Order Environment Examples
Supply Chain Rules Introduction
Pre-allocation and Allocation of the Supply Chain
Receiving a Supply Chain Order
Supply Chain Header
Supply Chain Policy
APS Decision Tolerance in Supply Chain
Upstream Rules in Supply Chain
Defining Basic Settings
Administration Lead Time
Connect Item to Warehouse
Create and Apply User Authorization to Different Objects
Copy Items in Different Ways
Connect Warehouse to Warehouse Group
Create Facility
Outcome
Before you start
Parameters to set
Follow these steps
Create Item
Creating Items in Different Ways
Create an Item Numbering Rule and Connect It to an Item Type
Create Location Group
Create Location in Warehouse
Create Stock Location Zone in a Warehouse
Create Style and Stock Keeping Units
Create and Use Item Hierarchy Structure
Create Warehouse
Create Warehouse Subtype
Create Warehouse Type
Define Item-related Data
Define Warehouse Structure
Facility
Geographic Locations
Inspection Lead Time For Purchasing
Lead Time in Manufacturing, Purchasing and Distribution
Place of Load
Place of Unload
Priority
Supply Lead Time
Time Zone, Entry Date and Transaction Date when Creating Stock Transactions
Warehouse
Copyright © 2020 Infor
Contacting Infor
M3 Supply Chain Planning User Guide
About this Guide
Demand Planning
Calculate Sales Forecast
Closed Loop Forecasting
Enable Closed Loop Forecasting
Managing Closed Loop Forecasting
Managing Sales Budget
Producing Sales Forecast Using Dataset
Supply Planning
Simulate Availability (Supply Model Simulate)
Define Distribution Chain
Define Rules for Planned Distribution Order Priority
Define a Sourcing Rule
Define Supply Model
Distribution Chain
Manage Active Supply Chain
Sourcing Rules for Items
Supply Model
Balancing Supply and Demand
Balancing Supply and Demand with M3 SCP
Importing Data into SCP
Inventory Build-Up
Monitor and Implement Inventory Build-Up from SCP
Monitor and Implement Master Demand Schedule from SCP
Monitor and Implement Sourcing Rules from SCP
Optimization Strategies
Stepwise Planning
Structure and Mechanisms of the Supply Chain Planning Model
Supply Chain Planning in Supply Chain Planner
Managing Action Logs
Implementing Action Logs and Correcting Possible Errors
Enabling Supply Chain Planning
Action Logs in Manufacturing
Create and Activate Dataset
Create Resource Requirements Profile for SCP
Create SCP Version
Creating an M3 SCP Version
Define and Build SCP Node Network
Define SCP Item Group
Define M3 SCP Settings
Defining Manufacturing Resource Constraints for M3 SCP
Enabling Dataset
Enabling M3 BE Integrated M3 SCP Model
Enabling Sales Forecasting Using Dataset
Generate Items to SCP Item Group
Generate Resource Requirements Profile for SCP
Node
Node Delivery Method
Node Distribution Relation
Processing Action Logs
SCP Item Group
SCP Version
Sourcing Rule
Supply Chain Planning (SCP) Model
Supply Chain Planning Concepts
Activate Macro Order Functionality and Define Time Frames
Aggregate Macro Order Details Manually
Connect Items to a Macro Order Policy
Dataset Transaction Type Update
Define a Macro Order Policy
Enabling Macro Orders
Establishing Basic Data Planning
Macro Orders
Planning and Scheduling
Re-Create Connections to a Macro Order
Resource and Material Planning
Action Messages
Analyze Projected Load
Automatic Forecasting
Availability Type
Base Demand
Base Forecast
Calculate Projected Load
Competing Forecasts
Continuous Net Change
Correct Alarm Activated Item
Create Accrual Forecast
Create Automatic Forecast
Create Distribution Curve
Create Forecast Adjustment
Create Forecast Comparison
Create Forecast Family
Create Forecast Family Structure
Create Forecast from Annual Forecast and Distribution Curve
Create Forecast from Demand History
Create Forecast from Forecast Family
Create Forecast Simulation
Create Forecast by Transfer from Sales Budget
Create Item Distribution
Create Seasonal Curve
Create Service Level
Create Trend Curve
Delete Forecast
Demand Specification and Control
Demand Type
Display Forecast
Distribution Curve
Distribution Requirements Planning
Dynamic Planning Value Update
Enter Bill of Resources
Enter Resource Requirements Profile
Enter Work Center for Rough-cut Resource Requirements
Entering Planning Rules and Definitions
Family Item
Firm Planned Order
Fit Capacity to Projected Load in Simulated Environment
Forecast Alarms
Forecast Calculation
Forecast Consumption
Forecast Distribution
Forecast Evaluation
Forecast Family
Forecast Families
Forecast Formula
Forecast Logic
Forecast MAD
Forecast Method
Forecast Simulation
Forecast with Trend Factor
Forecasting
Forecasting and MRP
Inventory Control Simulation
Inventory Leveling
Inventory Sharing
Lead Time
Line Planning
Manual Forecast
Manual Forecasting
Master Demand Schedule
Master Production Schedule
Material Plan
Material Planning
Material Planning Logic (MPLC)
Material Requirements Planning
Mathematical Forecasts
Mathematical Forecast with Seasonal Influence
Mathematical Forecast with Trend Quantity
Maximum Inventory
Mean Forecast Error
Monitoring and Printing Material Planning
Multiple Supply
Order Category
Planned Order
Planner
Planning Workbench
Planning Entity
Planning Frequency
Planning Policy
Point of Time Table
Potency Management
Print Alarm Activated Item
Print Capacity and Load
Print Forecast Comparison
Print Item Forecast
Print Manual Forecast
Print Results from Forecast Simulation
Reorder Point
Resource Reqmnt Profile. Create (RCS300)
Rough-cut Capacity Planning
Seasonal Curve
Seasonal Index
Sell-back of Goods to Supplier
Service Level - Supply Chain Planning
Simulating a Material Plan
Smoothing Constant
Trend
Trend Curve
Update Distribution Curve
Update Forecast Comparison
Copyright © 2020 Infor
Contacting Infor
About this Guide
Demand Planning
Calculate Sales Forecast
Closed Loop Forecasting
Enable Closed Loop Forecasting
Managing Closed Loop Forecasting
Managing Sales Budget
Producing Sales Forecast Using Dataset
Supply Planning
Simulate Availability (Supply Model Simulate)
Define Distribution Chain
Define Rules for Planned Distribution Order Priority
Define a Sourcing Rule
Define Supply Model
Distribution Chain
Manage Active Supply Chain
Sourcing Rules for Items
Supply Model
Balancing Supply and Demand
Balancing Supply and Demand with M3 SCP
Importing Data into SCP
Inventory Build-Up
Monitor and Implement Inventory Build-Up from SCP
Monitor and Implement Master Demand Schedule from SCP
Monitor and Implement Sourcing Rules from SCP
Optimization Strategies
Stepwise Planning
Structure and Mechanisms of the Supply Chain Planning Model
Supply Chain Planning in Supply Chain Planner
Managing Action Logs
Implementing Action Logs and Correcting Possible Errors
Enabling Supply Chain Planning
Action Logs in Manufacturing
Create and Activate Dataset
Create Resource Requirements Profile for SCP
Create SCP Version
Creating an M3 SCP Version
Define and Build SCP Node Network
Define SCP Item Group
Define M3 SCP Settings
Defining Manufacturing Resource Constraints for M3 SCP
Enabling Dataset
Enabling M3 BE Integrated M3 SCP Model
Enabling Sales Forecasting Using Dataset
Generate Items to SCP Item Group
Generate Resource Requirements Profile for SCP
Node
Node Delivery Method
Node Distribution Relation
Processing Action Logs
SCP Item Group
SCP Version
Sourcing Rule
Supply Chain Planning (SCP) Model
Supply Chain Planning Concepts
Activate Macro Order Functionality and Define Time Frames
Aggregate Macro Order Details Manually
Connect Items to a Macro Order Policy
Dataset Transaction Type Update
Define a Macro Order Policy
Enabling Macro Orders
Establishing Basic Data Planning
Macro Orders
Planning and Scheduling
Re-Create Connections to a Macro Order
Resource and Material Planning
Action Messages
Analyze Projected Load
Automatic Forecasting
Availability Type
Base Demand
Base Forecast
Calculate Projected Load
Competing Forecasts
Continuous Net Change
Correct Alarm Activated Item
Create Accrual Forecast
Create Automatic Forecast
Create Distribution Curve
Create Forecast Adjustment
Create Forecast Comparison
Create Forecast Family
Create Forecast Family Structure
Create Forecast from Annual Forecast and Distribution Curve
Create Forecast from Demand History
Create Forecast from Forecast Family
Create Forecast Simulation
Create Forecast by Transfer from Sales Budget
Create Item Distribution
Create Seasonal Curve
Create Service Level
Create Trend Curve
Delete Forecast
Demand Specification and Control
Demand Type
Display Forecast
Distribution Curve
Distribution Requirements Planning
Dynamic Planning Value Update
Enter Bill of Resources
Enter Resource Requirements Profile
Enter Work Center for Rough-cut Resource Requirements
Entering Planning Rules and Definitions
Family Item
Firm Planned Order
Fit Capacity to Projected Load in Simulated Environment
Forecast Alarms
Forecast Calculation
Forecast Consumption
Forecast Distribution
Forecast Evaluation
Forecast Family
Forecast Families
Forecast Formula
Forecast Logic
Forecast MAD
Forecast Method
Forecast Simulation
Forecast with Trend Factor
Forecasting
Forecasting and MRP
Inventory Control Simulation
Inventory Leveling
Inventory Sharing
Lead Time
Line Planning
Manual Forecast
Manual Forecasting
Master Demand Schedule
Master Production Schedule
Material Plan
Material Planning
Material Planning Logic (MPLC)
Material Requirements Planning
Mathematical Forecasts
Mathematical Forecast with Seasonal Influence
Mathematical Forecast with Trend Quantity
Maximum Inventory
Mean Forecast Error
Monitoring and Printing Material Planning
Multiple Supply
Order Category
Planned Order
Planner
Planning Workbench
Planning Entity
Planning Frequency
Planning Policy
Point of Time Table
Potency Management
Print Alarm Activated Item
Print Capacity and Load
Print Forecast Comparison
Print Item Forecast
Print Manual Forecast
Print Results from Forecast Simulation
Reorder Point
Resource Reqmnt Profile. Create (RCS300)
Rough-cut Capacity Planning
Seasonal Curve
Seasonal Index
Sell-back of Goods to Supplier
Service Level - Supply Chain Planning
Simulating a Material Plan
Smoothing Constant
Trend
Trend Curve
Update Distribution Curve
Update Forecast Comparison
Copyright © 2020 Infor
Contacting Infor
M3 Procurement User Guide
About this Guide
Procurement Overview
Procurement Overview
Internal Sales
Internal Sales Overview
Internal Sales Process Limitations
Defining Internal Sales
Managing Internal Purchase Orders
Managing Internal Customer Orders
Customer and Purchase Order Confirmation for Internal Sales
Managing Internal Sales Pricing
Charges Synchronization between CO and PO
Managing Internal Sales Delivery Address Information
Managing Goods in Transit
Managing Deliveries for Internal Sales
Material Planning for Internal Sales
Internal Sales for Kit Items
Internal Sales for Attribute Items
Managing Invoicing for Internal Sales
Quality Management for Internal Sales
Supply Chain Order for Internal Sales
Purchase Order Processing
Basic Settings for the Purchase Flow
Catch Weight in Purchase Order
Confirmation, Delivery Advice and Transport Notification for PO
Connect Manufacturer to a Control Object
Create and Connect Delivery Note and Package to a PO Line
Create Packing Instruction and Make Available for Supplier
Create a Purchase Order Requisition
Create, Release and Display Purchase Order
Create and Release Planned Purchase Order
Create and Split Lots in the Purchasing Flow
Custom Fields
Item / Supplier
M3 Fashion Matrix plug-ins for purchase order
Manage Purchase Order Claims
Mass Change Aggregated Purchase Order Lines
Monitor and Follow Up Activities for a Purchase Order
Planned Purchase Order
Pricing - Purchasing
Purchase Order
Purchase Order Claims
Purchase Transaction
Repair Order - Purchasing
Report Confirmation of PO
Report Shipment Advice for PO
Report Transport Notification for PO
Settings for Monitoring and Follow Up Activities for a Purchase Order
Settings for Purchase per Company and Division
Settings for Purchase Order
Outcome
Before you start
Follow these steps
Parameters to set
Settings for Release of Planned Purchase Order
Settings for Supplier and Items
Status - Purchase Order
Status - Request for Quotation
Status - Supplier Agreement
Supplier Calendar
Supply Chain Rebuild
Target Buying
Purchase Agreements
Agreement Type - Purchasing
Create Agreements with Supplier
Create Purchase Organization
Define Settings for Agreements
Managing Agreements with Suppliers
Use Agreements in Purchase Order
Goods Receiving
Extended Quality Inspection in the Receiving Flow
Goods Receiving Flow for Purchase Orders
Perform Extended Quality Inspection
Perform Goods Receipt per Package and Delivery
Perform Quality Inspection of Goods
Put Away Goods
Quality Inspection
Receive Purchased Goods
Receive Purchased Goods for Russia
Settings for Extended Quality Inspection
Settings for Goods Receiving, Quality Inspection, Claims and Put-Away
Statistical Quality Inspection
Core Remanufacturing
Cost Accounting and Component Exchange between Customer and Company
Core Tracking
Create Core Policy
Create Core Policy Selection Table
Defining Settings for Component Exchange with Supplier in Core Management Process
Managing Component Exchange between Customer and Company
Purchasing a Component for Component Exchange with Supplier
Purchasing Components for the Component Exchange Fleet
Remanufacturing Core
Returning Cores to Supplier
Authorization
Define Purchase Authorization for User
Use Authorization in Procurement
Purchase Order Batch Entry
M3 Business Engine Administrator's Guide for Purchase Order Batch Entry
Purchase Order Batch Entry
Settings for Purchase Order Batch Entry
Manage Purchase Order Batch Entry
Supplier Evaluation and Statistics
Create and Display Supplier Statistics
Define Settings for Supplier Evaluation and Statistics
Display Delivery Time Statistics
Display Purchase Statistics
Display Quality Inspection Statistics
Managing Supplier Evaluation and Statistics
Update and Print ABC Classification for Suppliers
Grower Contract Management
Grower Contract Management (GCM) - Overview
Grower Contract Management (GCM) - Worked Examples
Base Origin for Grower Agreement
Selection Matrix - Procurement
Create Selection Matrix - Procurement
Block Settlement
Settlement Printing Model
Settlement Document
Recalculate Settlement for a Grower Agreement
Override VAT on a Grower Agreement
Deduct Customer Order Invoices during Grower Agreement Settlement
Process Control for Settlement in PPS118
Request for Quotations
Accept/Reject Purchase Inquiry and Create Purchase Order
Approve/Reject a Purchase Quotation and Create Agreements from Quotation
Create Purchase Inquiry Manually
Create Purchase Inquiry from a Planned PO
Create Request for Purchase Quotation
Evaluate Purchase Quotations and Print Analysis
Managing Purchase Inquiries
Managing Purchase Quotation Requests
PO with Subcontracting
Define Basic Settings for Subcontracting
Define Settings for Subcontracted Item
Define Settings for Subcontracted Operations
Outcome
Before you start
Follow these steps
Parameters to set
Managing Subcontracting in Procurement
Occasional Subcontracting
Subcontract Operation
Subcontract Order – Purchasing
Workflow for Subcontracted Items
Workflow for Subcontracted Operations
Purchase Delivery Schedules
Connect a Purchase Order to a Purchase Delivery Schedule
Create Agreement for Purchase Delivery Schedules
Create and Print Purchase Delivery Schedules
Define Settings for Purchase Delivery Schedules
Delivery Schedule - Purchasing
Managing Purchase Delivery Schedules
Perform Goods Receipt for Delivery Schedule Items
Copyright © 2020 Infor
Contacting Infor
About this Guide
Procurement Overview
Procurement Overview
Internal Sales
Internal Sales Overview
Internal Sales Process Limitations
Defining Internal Sales
Managing Internal Purchase Orders
Managing Internal Customer Orders
Customer and Purchase Order Confirmation for Internal Sales
Managing Internal Sales Pricing
Charges Synchronization between CO and PO
Managing Internal Sales Delivery Address Information
Managing Goods in Transit
Managing Deliveries for Internal Sales
Material Planning for Internal Sales
Internal Sales for Kit Items
Internal Sales for Attribute Items
Managing Invoicing for Internal Sales
Quality Management for Internal Sales
Supply Chain Order for Internal Sales
Purchase Order Processing
Basic Settings for the Purchase Flow
Catch Weight in Purchase Order
Confirmation, Delivery Advice and Transport Notification for PO
Connect Manufacturer to a Control Object
Create and Connect Delivery Note and Package to a PO Line
Create Packing Instruction and Make Available for Supplier
Create a Purchase Order Requisition
Create, Release and Display Purchase Order
Create and Release Planned Purchase Order
Create and Split Lots in the Purchasing Flow
Custom Fields
Item / Supplier
M3 Fashion Matrix plug-ins for purchase order
Manage Purchase Order Claims
Mass Change Aggregated Purchase Order Lines
Monitor and Follow Up Activities for a Purchase Order
Planned Purchase Order
Pricing - Purchasing
Purchase Order
Purchase Order Claims
Purchase Transaction
Repair Order - Purchasing
Report Confirmation of PO
Report Shipment Advice for PO
Report Transport Notification for PO
Settings for Monitoring and Follow Up Activities for a Purchase Order
Settings for Purchase per Company and Division
Settings for Purchase Order
Outcome
Before you start
Follow these steps
Parameters to set
Settings for Release of Planned Purchase Order
Settings for Supplier and Items
Status - Purchase Order
Status - Request for Quotation
Status - Supplier Agreement
Supplier Calendar
Supply Chain Rebuild
Target Buying
Purchase Agreements
Agreement Type - Purchasing
Create Agreements with Supplier
Create Purchase Organization
Define Settings for Agreements
Managing Agreements with Suppliers
Use Agreements in Purchase Order
Goods Receiving
Extended Quality Inspection in the Receiving Flow
Goods Receiving Flow for Purchase Orders
Perform Extended Quality Inspection
Perform Goods Receipt per Package and Delivery
Perform Quality Inspection of Goods
Put Away Goods
Quality Inspection
Receive Purchased Goods
Receive Purchased Goods for Russia
Settings for Extended Quality Inspection
Settings for Goods Receiving, Quality Inspection, Claims and Put-Away
Statistical Quality Inspection
Core Remanufacturing
Cost Accounting and Component Exchange between Customer and Company
Core Tracking
Create Core Policy
Create Core Policy Selection Table
Defining Settings for Component Exchange with Supplier in Core Management Process
Managing Component Exchange between Customer and Company
Purchasing a Component for Component Exchange with Supplier
Purchasing Components for the Component Exchange Fleet
Remanufacturing Core
Returning Cores to Supplier
Authorization
Define Purchase Authorization for User
Use Authorization in Procurement
Purchase Order Batch Entry
M3 Business Engine Administrator's Guide for Purchase Order Batch Entry
Purchase Order Batch Entry
Settings for Purchase Order Batch Entry
Manage Purchase Order Batch Entry
Supplier Evaluation and Statistics
Create and Display Supplier Statistics
Define Settings for Supplier Evaluation and Statistics
Display Delivery Time Statistics
Display Purchase Statistics
Display Quality Inspection Statistics
Managing Supplier Evaluation and Statistics
Update and Print ABC Classification for Suppliers
Grower Contract Management
Grower Contract Management (GCM) - Overview
Grower Contract Management (GCM) - Worked Examples
Base Origin for Grower Agreement
Selection Matrix - Procurement
Create Selection Matrix - Procurement
Block Settlement
Settlement Printing Model
Settlement Document
Recalculate Settlement for a Grower Agreement
Override VAT on a Grower Agreement
Deduct Customer Order Invoices during Grower Agreement Settlement
Process Control for Settlement in PPS118
Request for Quotations
Accept/Reject Purchase Inquiry and Create Purchase Order
Approve/Reject a Purchase Quotation and Create Agreements from Quotation
Create Purchase Inquiry Manually
Create Purchase Inquiry from a Planned PO
Create Request for Purchase Quotation
Evaluate Purchase Quotations and Print Analysis
Managing Purchase Inquiries
Managing Purchase Quotation Requests
PO with Subcontracting
Define Basic Settings for Subcontracting
Define Settings for Subcontracted Item
Define Settings for Subcontracted Operations
Outcome
Before you start
Follow these steps
Parameters to set
Managing Subcontracting in Procurement
Occasional Subcontracting
Subcontract Operation
Subcontract Order – Purchasing
Workflow for Subcontracted Items
Workflow for Subcontracted Operations
Purchase Delivery Schedules
Connect a Purchase Order to a Purchase Delivery Schedule
Create Agreement for Purchase Delivery Schedules
Create and Print Purchase Delivery Schedules
Define Settings for Purchase Delivery Schedules
Delivery Schedule - Purchasing
Managing Purchase Delivery Schedules
Perform Goods Receipt for Delivery Schedule Items
Copyright © 2020 Infor
Contacting Infor
M3 Manufacturing Execution User Guide
About this Guide
Enabling Manufacturing
Overview of Process Manufacturing
Connect and Define Manufacturing Settings for Facility
Connect and Define Manufacturing Settings for Item/Warehouse
Connect a Learning Curve to a Control Object
Define Basic Settings for MO Reporting
Define a Learning Curve
Define Manufacturing Settings for Company
Defining Basic Data for Operational Start and Stop
Dynamic Lead Time
Enable Production Statistics
Enabling Manufacturing Settings
Item Status
Material
Overlapping
Product
Product Configuration Elements
Product Configuration Result
Product Structure
Scheduling Dates/Times
Search Hierarchy for Product Configuration
Selection Matrix
Setup Time
Structure Type
Used Labor Run Time
Utilization
Work Center
Operational Manufacturing Planning
Bill of Material
Capacity Requirements Planning
Create Manufacturing Statistics
Create Planned Manufacturing Order Manually
Creating, Following Up, and Printing Out Manufacturing Statistics
Creating Planned Manufacturing Order
Consolidate and Release Planned Manufacturing Orders
Combine Planned Orders
Creating and Planning Capacity and Load
Define Planned Manufacturing Order
Follow Up and Print Out Statistics for Separate Manufacturing Order
Follow Up and Print Out Manufacturing Statistics for Average Values
Follow Up and Print Out Manufacturing Statistics for W/C
Operation
Operation Number
Operation Report Type
Planning Area
Prepare and Release Planned Manufacturing Order
Executing Manufacturing
Create Lots and Split Ordered Quantities into Several Lots in the Manufacturing Flow
Create Manufacturing Order Directly
Create View for Work Center Schedule
Creating Manufacturing Order
Define Settings for Printing Manufacturing Order Documents
Define Settings for Reporting of Operation Time on Manufacturing Order
Define Work Center Scheduling Settings for Manufacturing Order
Delete One or Several Manufacturing Orders
Hold and Release Held Manufacturing Order
Balancing Manufacturing Outputs
Issue Materials
Issue Tools
Managing Manufacturing Order Problems
Print Manufacturing Order Documents
Reschedule Manufacturing Order
Reschedule Operations on Manufacturing Order
Reclassify to Subcontract Manufacturing Order Operations
Report Attribute Values in Process on Manufacturing Order
Report Inspection Result in Process on Manufacturing Orders
Report Operation Time and Scrap
Report Receipt of Goods
Report Scrapped Item in Process
Reporting Inspection Result, Scrap and Attributes for Manufacturing Operations
Reporting of Operation on Manufacturing Order
Redistribute Bulk
Split Manufacturing Order
Stage on Manufacturing Order
Staging on Manufacturing Order
Start and Stop a Disturbance Period
Start and Stop Registering Labor Time for an Operation
Start and Stop Registering Labor Time for Several Operations
Starting, Stopping, Validating and Attesting of Operation Time
Validate and Attest Operation Time
Work Center Scheduling Manufacturing Order
Work Center Schedule Manufacturing Order
Time and Attendance
Adjust Employee Calendars in Time and Attendance
Adjust Time Activities in Time and Attendance
Alarm Limit and Trend
Approving Calculated Times in Time and Attendance
Authorization - Time and Attendance
Balance
Calculate Times via Night Runs in Time and Attendance
Calculate Times by Specifying a Selection in Time and Attendance
Calculating Absence in Time and Attendance
Calculating and Handling Missing Time in Time and Attendance
Calculating Times in Time and Attendance
Capacity Calendar
Capacity per Work Center/Day
Change or Copy a Person's ID in CRS532
Checking, Adjusting and Approving Calculated Times in Time and Attendance
Clock In/Out Activities in Time and Attendance
Configuring Time and Attendance and Manufacturing Order Processing
Create Absence Type and Connect to Time Type in Time and Attendance
Create Employee Group in Time and Attendance
Create Next Year's Work/Basic Schedule in Time and Attendance
Create Subsequent Employee Calendars in Time and Attendance
Create Time Balance in Time and Attendance
Create Time Definition for Compensation when Clocking In/Out Using Absence Type in Time and Attendance
Create Time Definition for Overtime, Miscellaneous Time and Shorter Work Hour in Time and Attendance
Create Time Type in Time and Attendance
Creating Time Rules, Time Balances and Employee Groups in Time and Attendance
Define Activity in Time and Attendance
Define Basic Schedule for Time and Attendance
Define Employee Information in Time and Attendance
Define Flex Schedule for Time and Attendance
Define How to Report Times Manually in Time and Attendance
Define ID for Alternative Account Entry in Time and Attendance
Define User and User Authorization in Time and Attendance and Manufacturing Order Processing
Define Workday Breaks for Time and Attendance
Define Work Hour Group for Time and Attendance
Define Work Hours for Time and Attendance and Manufacturing Order Processing
Define Work Schedule for Time and Attendance and Manufacturing Order Processing
Defining Basic Data in Time and Attendance
Defining Employees and First-time Calendars in Time and Attendance
Defining Schedules for Time and Attendance
Defining Subsequent Calendars in Time and Attendance
Delete Clocked Transaction History in Time and Attendance
Display Programs in Time and Attendance
Element Type
Enter Running Absence in Time and Attendance
External Setup Time
Factors Affecting Calculation of Flextime in Time and Attendance
Factors Affecting Calculation of Overtime in Time and Attendance
Handling Activities in Time and Attendance
Handling Time and Attendance
Handling Time Balances in Time and Attendance
Number of Shifts
Printed Reports in Time and Attendance
Range From
Range To
Range Value - Text
Recalculate Individual Activities in Time and Attendance
Recalculate a Selection of Activities in Time and Attendance
Recalculating Activities in Time and Attendance
Report Time, Change Cost Center and View Time Balance in Time and Attendance
Reporting Number
Reporting in Time and Attendance
Result Type
Review and Adjust Clocked Transactions in Time and Attendance
Review and Approve Calculated Times in Time and Attendance
Review Automatically Generated Absence Transactions in Time and Attendance
Review, Calculate and Approve Calculated Times and Clocked Transactions in Time and Attendance
Review Calculated Times Graphically in Time and Attendance
Review Employee Schedule, Flex Schedule and Overtime Rights in Time and Attendance
Review Individual Clocked Transactions in Time and Attendance
Review Transactions that Mark an Absence Period's Beginning and End in Time and Attendance
Reverse Calculated Times in Time and Attendance
Run Time in Time and Attendance
Search for, Review and Adjust Incorrect Clocked Transactions in Time and Attendance
Specify Calculation Methods and Methods for Displaying Times in Time and Attendance
Transfer Approved Times to History and Payroll
Transfer Time Balances in Time and Attendance
View and Adjust Time Balances in Time and Attendance
Laboratory and Inspection Control
Actual Value - Text
Laboratory
Laboratory and Inspection Control
LI Class
LI Limit Values
LI Range Value and Actual Value - Numerical
LI Request
LI Specification
LI Specification Type
LI Status Control
Lot Certificate
Managing Laboratory Inspection
Manufacturing Calendar
Measurement Instrument
Measurement Method
Quality Management System
Transition Quality Module from Laboratory Inspection and Control (LIC) to Quality Management System (QMS)
Managing Quality Control
Quality Management System (QMS) Setup for Attributes
Setup of Quality Inspection (QI) Requests
Quality Tests, Sets and Specifications
Calculated Quality Tests
Viewing All Specifications for an Item
Auto-attaching Specifications to Orders
Inheriting Specifications
Quality Approval Rules and Process
Quality Plan for Item and Warehouse
Quality Reinspection Plan
Quality Inspection (QI) Request Transactions
Managing Quality Inspection (QI) Requests
Order Specifications and Tests
Copying Quality Test Results
Propagating Specification Data to a Specification and/or Quality Inspection (QI) Request
Certificate of Analysis
Lab Order Request
Lot Status Approval Process via Put-away
Quality Management System (QMS) and Its Impact on Customer Order Processing
Quality Management System (QMS) and Its Impact on the Processing of Customer Order Returns
Quality Management System (QMS) and Its Impact on Manufacturing Order Processing
Quality Management System (QMS) and Its Impact on Distribution Order Processing
Quality Management System (QMS) and Its Impact on Distribution Order Receipts
Quality Management System (QMS) Setup and QMS Transactions for Procurement
Performing Quality Inspection (QI) Requests for Received Purchased Goods in the Quality Management System (QMS)
Register Quality Tests Against a Grower Agreement
Language Enablement
Manufacturing Concepts
Basic Data for Production Activity Control
Basic Data - Start/Stop MO Operation
Data Collection for Production
Create Department
Detail Production Planning
Dynamic Lead Time
Flow Order
Manufacturing Order
Manufacturing Order Processing
Monitoring Production
Order Control and Feedback
Order Disposition
Receiving Manufacturing Orders
Reporting Operation Data
Schedule Level Reservation
Copyright © 2020 Infor
Contacting Infor
About this Guide
Enabling Manufacturing
Overview of Process Manufacturing
Connect and Define Manufacturing Settings for Facility
Connect and Define Manufacturing Settings for Item/Warehouse
Connect a Learning Curve to a Control Object
Define Basic Settings for MO Reporting
Define a Learning Curve
Define Manufacturing Settings for Company
Defining Basic Data for Operational Start and Stop
Dynamic Lead Time
Enable Production Statistics
Enabling Manufacturing Settings
Item Status
Material
Overlapping
Product
Product Configuration Elements
Product Configuration Result
Product Structure
Scheduling Dates/Times
Search Hierarchy for Product Configuration
Selection Matrix
Setup Time
Structure Type
Used Labor Run Time
Utilization
Work Center
Operational Manufacturing Planning
Bill of Material
Capacity Requirements Planning
Create Manufacturing Statistics
Create Planned Manufacturing Order Manually
Creating, Following Up, and Printing Out Manufacturing Statistics
Creating Planned Manufacturing Order
Consolidate and Release Planned Manufacturing Orders
Combine Planned Orders
Creating and Planning Capacity and Load
Define Planned Manufacturing Order
Follow Up and Print Out Statistics for Separate Manufacturing Order
Follow Up and Print Out Manufacturing Statistics for Average Values
Follow Up and Print Out Manufacturing Statistics for W/C
Operation
Operation Number
Operation Report Type
Planning Area
Prepare and Release Planned Manufacturing Order
Executing Manufacturing
Create Lots and Split Ordered Quantities into Several Lots in the Manufacturing Flow
Create Manufacturing Order Directly
Create View for Work Center Schedule
Creating Manufacturing Order
Define Settings for Printing Manufacturing Order Documents
Define Settings for Reporting of Operation Time on Manufacturing Order
Define Work Center Scheduling Settings for Manufacturing Order
Delete One or Several Manufacturing Orders
Hold and Release Held Manufacturing Order
Balancing Manufacturing Outputs
Issue Materials
Issue Tools
Managing Manufacturing Order Problems
Print Manufacturing Order Documents
Reschedule Manufacturing Order
Reschedule Operations on Manufacturing Order
Reclassify to Subcontract Manufacturing Order Operations
Report Attribute Values in Process on Manufacturing Order
Report Inspection Result in Process on Manufacturing Orders
Report Operation Time and Scrap
Report Receipt of Goods
Report Scrapped Item in Process
Reporting Inspection Result, Scrap and Attributes for Manufacturing Operations
Reporting of Operation on Manufacturing Order
Redistribute Bulk
Split Manufacturing Order
Stage on Manufacturing Order
Staging on Manufacturing Order
Start and Stop a Disturbance Period
Start and Stop Registering Labor Time for an Operation
Start and Stop Registering Labor Time for Several Operations
Starting, Stopping, Validating and Attesting of Operation Time
Validate and Attest Operation Time
Work Center Scheduling Manufacturing Order
Work Center Schedule Manufacturing Order
Time and Attendance
Adjust Employee Calendars in Time and Attendance
Adjust Time Activities in Time and Attendance
Alarm Limit and Trend
Approving Calculated Times in Time and Attendance
Authorization - Time and Attendance
Balance
Calculate Times via Night Runs in Time and Attendance
Calculate Times by Specifying a Selection in Time and Attendance
Calculating Absence in Time and Attendance
Calculating and Handling Missing Time in Time and Attendance
Calculating Times in Time and Attendance
Capacity Calendar
Capacity per Work Center/Day
Change or Copy a Person's ID in CRS532
Checking, Adjusting and Approving Calculated Times in Time and Attendance
Clock In/Out Activities in Time and Attendance
Configuring Time and Attendance and Manufacturing Order Processing
Create Absence Type and Connect to Time Type in Time and Attendance
Create Employee Group in Time and Attendance
Create Next Year's Work/Basic Schedule in Time and Attendance
Create Subsequent Employee Calendars in Time and Attendance
Create Time Balance in Time and Attendance
Create Time Definition for Compensation when Clocking In/Out Using Absence Type in Time and Attendance
Create Time Definition for Overtime, Miscellaneous Time and Shorter Work Hour in Time and Attendance
Create Time Type in Time and Attendance
Creating Time Rules, Time Balances and Employee Groups in Time and Attendance
Define Activity in Time and Attendance
Define Basic Schedule for Time and Attendance
Define Employee Information in Time and Attendance
Define Flex Schedule for Time and Attendance
Define How to Report Times Manually in Time and Attendance
Define ID for Alternative Account Entry in Time and Attendance
Define User and User Authorization in Time and Attendance and Manufacturing Order Processing
Define Workday Breaks for Time and Attendance
Define Work Hour Group for Time and Attendance
Define Work Hours for Time and Attendance and Manufacturing Order Processing
Define Work Schedule for Time and Attendance and Manufacturing Order Processing
Defining Basic Data in Time and Attendance
Defining Employees and First-time Calendars in Time and Attendance
Defining Schedules for Time and Attendance
Defining Subsequent Calendars in Time and Attendance
Delete Clocked Transaction History in Time and Attendance
Display Programs in Time and Attendance
Element Type
Enter Running Absence in Time and Attendance
External Setup Time
Factors Affecting Calculation of Flextime in Time and Attendance
Factors Affecting Calculation of Overtime in Time and Attendance
Handling Activities in Time and Attendance
Handling Time and Attendance
Handling Time Balances in Time and Attendance
Number of Shifts
Printed Reports in Time and Attendance
Range From
Range To
Range Value - Text
Recalculate Individual Activities in Time and Attendance
Recalculate a Selection of Activities in Time and Attendance
Recalculating Activities in Time and Attendance
Report Time, Change Cost Center and View Time Balance in Time and Attendance
Reporting Number
Reporting in Time and Attendance
Result Type
Review and Adjust Clocked Transactions in Time and Attendance
Review and Approve Calculated Times in Time and Attendance
Review Automatically Generated Absence Transactions in Time and Attendance
Review, Calculate and Approve Calculated Times and Clocked Transactions in Time and Attendance
Review Calculated Times Graphically in Time and Attendance
Review Employee Schedule, Flex Schedule and Overtime Rights in Time and Attendance
Review Individual Clocked Transactions in Time and Attendance
Review Transactions that Mark an Absence Period's Beginning and End in Time and Attendance
Reverse Calculated Times in Time and Attendance
Run Time in Time and Attendance
Search for, Review and Adjust Incorrect Clocked Transactions in Time and Attendance
Specify Calculation Methods and Methods for Displaying Times in Time and Attendance
Transfer Approved Times to History and Payroll
Transfer Time Balances in Time and Attendance
View and Adjust Time Balances in Time and Attendance
Laboratory and Inspection Control
Actual Value - Text
Laboratory
Laboratory and Inspection Control
LI Class
LI Limit Values
LI Range Value and Actual Value - Numerical
LI Request
LI Specification
LI Specification Type
LI Status Control
Lot Certificate
Managing Laboratory Inspection
Manufacturing Calendar
Measurement Instrument
Measurement Method
Quality Management System
Transition Quality Module from Laboratory Inspection and Control (LIC) to Quality Management System (QMS)
Managing Quality Control
Quality Management System (QMS) Setup for Attributes
Setup of Quality Inspection (QI) Requests
Quality Tests, Sets and Specifications
Calculated Quality Tests
Viewing All Specifications for an Item
Auto-attaching Specifications to Orders
Inheriting Specifications
Quality Approval Rules and Process
Quality Plan for Item and Warehouse
Quality Reinspection Plan
Quality Inspection (QI) Request Transactions
Managing Quality Inspection (QI) Requests
Order Specifications and Tests
Copying Quality Test Results
Propagating Specification Data to a Specification and/or Quality Inspection (QI) Request
Certificate of Analysis
Lab Order Request
Lot Status Approval Process via Put-away
Quality Management System (QMS) and Its Impact on Customer Order Processing
Quality Management System (QMS) and Its Impact on the Processing of Customer Order Returns
Quality Management System (QMS) and Its Impact on Manufacturing Order Processing
Quality Management System (QMS) and Its Impact on Distribution Order Processing
Quality Management System (QMS) and Its Impact on Distribution Order Receipts
Quality Management System (QMS) Setup and QMS Transactions for Procurement
Performing Quality Inspection (QI) Requests for Received Purchased Goods in the Quality Management System (QMS)
Register Quality Tests Against a Grower Agreement
Language Enablement
Manufacturing Concepts
Basic Data for Production Activity Control
Basic Data - Start/Stop MO Operation
Data Collection for Production
Create Department
Detail Production Planning
Dynamic Lead Time
Flow Order
Manufacturing Order
Manufacturing Order Processing
Monitoring Production
Order Control and Feedback
Order Disposition
Receiving Manufacturing Orders
Reporting Operation Data
Schedule Level Reservation
Copyright © 2020 Infor
Contacting Infor
M3 Maintenance Management User Guide
About this Guide
Capability Management
Allocate People by Multiple Choice
Capability at Repair Situation
Manually Allocate People to a Work Request or Work Order
Setting up Capability Data
Settings Employee Allocation
Complaint Management
Handling Complaints
Register Complaints and Decisions
Register Subsequent Complaint
Document Management
Approve Document Activity
Connect Additional Activities to a Document and Confirm Defaulted Activities
Create Document Type and Connect Activities that need to be Performed
Handling Document Activity Lists
Enabling Maintenance
Application Messages in Maintenance
Authorization Level
Configuration - Maintenance
Connect Documents to Maintenance Customer Order Type
Connect Facility-Specific Parameters to a Work Order Type
Create Maintenance Customer Order Type
Create Rental Agreement
Define Complaint Alert Levels
Define Complaint Type
Define Engineering Order Type
Define Maintenance Authorization for a User
Define Principles for Automatic Employee Allocation
Define Settings for Maintenance 1 (CRS788)
Define Settings for Maintenance 2 (CRS789)
Define Settings for Operation Reporting
Define Work Order Type
Define Work Order Type Specific Report Sequence
Defining Maintenance Settings
Defining Order Types for Maintenance Customer Orders
Defining Work Order Types
Event Type
Labor Sell Rate for Maintenance Customer Orders
Leasing Check In
Leasing Check Out
Leasing Funding Equipment
Leasing Invoicing in (LTS100)
Managing Several Payers per Maintenance Job
Pricing of Maintenance Material
Rental Check In
Rental Check Out
Rental Invoicing
Rental Logistic Toolbox Process Status
Engineering Orders
Create Engineering Order Header
Create Engineering Order Line
Create Engineering Order Revision
Define Component Modification Reference
Defining Engineering Orders
Defining Engineering Order Program
Defining and Performing Modifications by Using Engineering Orders
Engineering Orders - Maintenance
Generate Engineering Order Program and Confirm Engineering Order
Managing Engineering Order Revisions
Release to Production
Retrieve Affected Serial Number
Specify Item Number Change for Engineering Orders
Enterprise Asset Management
Add Employees to Work Order
Assignment Statuses
Basic Data for Creating Work Center
Create Numbering Series
Feedback of Multiple Labor Hours Against Operation
Generate Recurring Work Order Requests Automatically
Work Center Structure
Work Order Operation Feedback
Equipment and Component Control
Add Documents to Equipment
Add Documents to Position
Analysis and Repair Functions for Meter Readings
Connect Editions and Levels to Describe Possible Configuration Combinations
Connect Installable Components to Configuration Positions
Create Alternative Structure
Create Error Code Structure
Create Equipment Component Link
Create and Install Serialized Item/Equipment Records at a Site
Create Removal/Installation Transaction Types
Create a Site
Create Site Positions
Creating a Site and Installing the Site Equipment
Create Standard Numbering System
Creating an As-built Configuration to Define what Components are Installed in a Model Individual
Create Technical Datasheet
Deactivate Equipment with an As-built Structure
Define Configuration Positions for a Model
Define Effectivity for Components and Configuration Positions
Define Error Code 1
Define Error Code 2
Define Error Code 3
Define a Model for a Configuration
Define Model Editions for a Configuration to Describe Differences and Distinguish between Variants
Define Model Levels for a Configuration to Describe Differences and Distinguish between Variants
Define the Model Type for a Component
Define New Meter and Meter Type for Usage Reporting
Define the Position Effectivity to Limit the Position Validity
Define Required and Forbidden Component Combinations within a Defined Configuration
Defining a Model Configuration
Defining a Model Configuration and Creating an As-built Configuration
Delete Position
Entering Meter Replacements for Broken Meters
Enter Standard Numbering System
Error Code
Error Code 2
Error Code 3
Equipment
Equipment Alias
Equipment Class (Product Group)
Equipment Components
Equipment Group (Item Group)
Equipment Number
Equipment Structure Header
Equipment Type
Install and Remove Equipment
Level Logic
Manage Locked Records in As-Built Structure in (MOS256)
Manual Feedback of Meter Readings
Operation Plan (MOS380)
Plant Maintenance
Positions
Register a Component as a Serialized Item and Generate the As-built List
Register Configuration Model as Component
Register Installed Components in an As-built Configuration
Removal/Installation Transaction Types (MOS123)
Set Up and Report System Level Meters in an As-built Structure
Specify Whether Deviations in a Model Edition are Additions or Reductions
Technical Datasheets
Update Operation Plan
Specify Whether Deviations in a Model Level are Additions or Reductions
Follow up Maintenance
Analyze Complaint Alarms
Maintenance Customer Order Statistics
Update Complaint Alert
Initial Provisioning
Define Document Structure
Enter Hourly Costs per Work Center
Enter Work Center
Initial Provisioning (IP)
IP - M3 Basic Data
Mnt/Ovh/Rep Class
Register Operation Plan
Report Operation
Report Operation with Employee Information
Split Work Order Operation
End to End Processes
Field Service with Direct Purchase (reported as misc cost)
Perform Field Inspection Service for Equipment
Subcontract Service
Warranty Work Order - 100% Settled
MCO Processing
Automatically Create Supplier Invoice Batch for Miscellaneous Cost
Changing Existing Maintenance Customer Order
Check and Adjust Preliminary Invoice Specification
Close Meter Based MCO Lines
Connect an Additional Payer to a Maintenance Customer Order
Creating a Maintenance Customer Order
Create a Maintenance Customer Order Header
Create Miscellaneous Cost Type Defined as an Item
Create Project Budget or Financial Budget from a Maintenance Agreement Quote
Create Service Price Information (Quotation) for a Maintenance Customer Order
Credit an Invoice for Maintenance Customer Order
Credit Limits for Maintenance Customer Orders
Define Maintenance Customer Order Line Discount
Deliver Maintenance Object to Customer
Discounts for Maintenance Customer Orders
Eliminate Redundancies for MCO Quotations
Estimating and Quoting against Work Order
Estimating and Quoting against Work Request
Expense and Miscellaneous Cost Registration
Financial Reconciliation of Warranty Claim
Handling Material Exchange Orders
Handling Material Loan Orders
Handling Material Sales Orders
Handling Normal Maintenance Customer Orders
Identify Fully Estimated Work Order and Create Quotation
Identify Fully Estimated Work Requests and Create Quotation
Identify Planned Operations for Estimate
Manage Maintenance Customer Order with Fixed Pricing Based on Meter
Managing Advanced MCO Quotations
Managing Agreement Contents
Managing Basic Maintenance Customer Order Quotations
Managing Extended Warranty
Managing Maintenance Customer Order Invoicing
Managing Maintenance Customer Order Quotations
Managing Quotations
Managing Warranty Agreements
Mark Estimate as Complete
Move Transactions Between Maintenance Customer Orders and Work Orders
MCO Invoice Error Handling
OEM Claim Processing
OEM Claim Settlement
Override MCO Invoice Payer
Print MCO Invoice
PBH Invoicing for Maintenance Service Agreements
Quick Entry of Normal Maintenance Customer Order
Print and Send Quotation to Customer
Processing Maintenance Customer Orders
Receive Maintenance Object and Update Object Information
Receiving Maintenance Customer Order Object
Release Maintenance Customer Order Line
Release Quoted and Approved Work Orders to Production
Regenerate Invoice Specification
Register Customer Response
Register Maintenance Customer Order Details for Material Exchange Order
Register Maintenance Customer Order Details for Material Loan Order
Register Maintenance Customer Order Details for Material Sales
Register Normal Maintenance Customer Order Details
Repairing Equipment Covered by Warranty
Request Estimate against Work Request
Set WO Status to Indicate that Estimate is Complete and Confirm Estimate
Settings for Credit Limits for Maintenance Customer Orders
Transfer Maintenance Customer Order Transactions to Financial System
VAT on MCO Invoice
Warranty Claim Creation from Maintenance Customer Order Line
Warranty Claim Processing
Warranty Claim Settlement
Warranty Entitlements for Sold Equipment
Managing Insurance Maintenance Customer Orders
MCO Maintenance Agreements
Close Maintenance Agreements
Connect an Additional Payer to a Maintenance Agreement Line
Connect Model Individuals and Objects to a Maintenance Agreement to Limit the Agreement Validity
Connect and Prioritize Additional Warehouse to Maintenance Agreement
Create Maintenance Agreement Quote
Define an Agreement-specific Price per Work Center
Define and Apply Price Index for a Maintenance Agreement
Define Charges for a Loan Maintenance Agreement
Define and Connect a General Charge to a Maintenance Agreement
Define Maintenance Agreement for Periodic Accrual Revenues
Define a Maintenance Agreement for Calendar-based Periodic Invoicing
Define a Maintenance Agreement Header for a Customer-specific Agreement
Define a Maintenance Agreement Header for a General Maintenance Agreement
Define Maintenance Agreement Line Discount
Define Maintenance Agreement Line with Fixed Labor Cost
Define Maintenance Agreement Line with a Fixed Price Total
Define Maintenance Agreement Line with a Loan Charge
Define Maintenance Agreement Line with Dynamic Price
Define Maintenance Agreement Line with Meter-based Pricing
Define Maintenance Agreement Line with Service Pricing for Time and Material
Define Maintenance Agreement Material Handling Charge per Price Interval
Define Material Handling Charge per Item Group for a Maintenance Agreement
Defining new Maintenance Agreements and Adjusting Existing Agreements
Service Definitions
Add Activity List to Service Revision
Add Additional Meter to Service Revision
Add Documents to Service
Add Documents to Service Revision
Add Documents to Service Revision Operations
Add Materials and Purchase Requirements to Service Revision
Add Meters to Service
Add Multiple Products to Service
Add Operations and Subcontract Requirements to Service Revision
Add Skill Requirements to Service Revision
Add Tool Requirements to Service Revision
Approve Activities Connected to a Service
Approve Activities Related to Engineering Order Revision
Condition Based Inspections
Connect Activities to Service
Connect Operation Elements to a Service Operation
Connect Operation to Alternate Routing
Connect Preferred Supplier to WO Subcontracting Operation
Connect Related Services to a Service
Connect Related Services to Service Revision
Create a Service by Copying a Work Order
Create Service Revision
Define Basic Settings for Services
Define New Service - Standard Entry
Define New Service – Quick Entry
Define Operations and Material Consumption for a Service
Define Service Effectivity
Defining Basic Service Revision Information
Defining Services to Describe the Jobs that are Performed on an Object
Display in What Other Services a Service Is Used
Enter Operation in Routing
Enter Quantity Limit for Alternate Routing
Enter Queue and Transportation Times
Link Specific Requirements to Work Order Types
Linking Operations, Materials, Skills and Tool Requirements to Service Revision
Maintain Parameters for Queue and Transportation Times
Managing Related Services with Relation Type Z
Managing Service Revisions
Mandatory Relation
Meters
Service Hierarchy
Services
Transfer Service Revision to Production
Work Order Processing
Add Employees to a Work Order Operation
Add Materials to a Work Order Operation
Add Operations to Work Order
Add Permits to Work Order Operation
Add Skills to a Work Order Operation
Add Tools to a Work Order Operation
Change Operation Sequence Number
Change Work Order Operation
Check Component Availability against a Work Order
Check Component Availability for a Work Request
Check Employee Availability for a Work Request
Check Load/Resource Availability - Chart
Check Load/Resource Availability – Graphical
Check Skills Availability for a Work Request
Check Tools Availability and Allocate Tools against a Work Order
Check Tools Availability for a Work Request
Close Work Order
Close Work Order - Return to Service
Close Work Order - Return to Stock
Close Work Order and Update Service History
Complaint - Register Decision
Copy a Work Order to a Planned Work Order
Create Loan / Exchange Purchase Order
Create Planned Work Order
Create a Workscope
Data Collection and Monitoring
De-allocate Tools from Work Orders
Defer a Work Order
Define Selection Query for Work Requests
Define a Work Schedule View
Delete Work Order
Deleting Work Order
Delete Work Order Operation
Delete Work Orders and Work Order Operations
Detailed Scheduling
Display Deliveries for Consignee
Display Workload against Work Center
Disturbance Management
Error Code
Estimating Job Content
Estimate Work Request Job Content - Job Instructions
Estimate Work Request Job Content – Labor and Time
Estimate Work Request Job Content – Non-Stocked Materials
Estimate Work Request Job Content - Permits
Estimate Work Request Job Content - Skills
Estimate Work Request Job Content – Stocked Materials
Estimate Work Request Job Content - Tools
Generate Emergency Work Request - Quick Entry
Generate Emergency Work Request - Standard Method
Outcome
Before you start
Follow these steps
Generate Interval-Based Work Requests - Quick Entry
Generate Interval Based Work Request Manually - Standard Entry
Generate Recurring Work Order Requests Manually
Generate a Selection of Work Requests or Work Orders
Generate Work Request Manually - Quick Entry
Generate Work Request Manually - Standard Entry
Generate Work Request at Work Order Inspection Reporting
Generating Work Requests
Handing Back Equipment and Returning Materials and Tools
Handling Dates in Work Order Scheduling
Handling Work Requests
Hold Work Order
Hose and Kit Assembly Process for Companies Using Maintenance Order
Item Replacement on Work Orders with Kit
Issuing Tools and Materials and Handling Permits
Issuing Work Order Job Instructions
Loan / Exchange Purchase Orders
Loan / Exchange Purchase Order - Receipt
Loan Purchase Order - Return
Maintenance Work Orders
Manage Work Requests in Status 60 or 65
Manually Close Work Order
Master Scheduling
Material Flow for Field Servicing
Monitor Employees Working on Operation
OEM Codes: Single-Level Setup
OEM Codes: Multi-Level Setup
Operation Reporting
Order Initiated Distribution Order or Purchase Order for Work Order Material Line
Order Preparation and Release
Performing Maintenance
Performing Maintenance Availability Checks for Work Order Requests
Planning and Releasing Maintenance Work Requests
Planning Using the M3 Planning Workbench
Prioritize Operations within Work Center
Product Structure
Print Work Order Documents from (MOS146)
Print Work Order Documents as Separate Documents
Print Work Order Documents - Operations per Day
Print Work Order Documents from Work Schedule
Print Work Order Documents from Work Order
Print Work Order Documents from Work Order Survey
Quick Entry of Retrospective Work Order
Reschedule Work Order Operations Using Maintenance Planning Board
Release Work Requests Manually and Individually
Release Work Requests Manually by Fixed Selection
Release Work Requests Manually by Selection Query
Release Work Requests Manually by Work Scope
Releasing Work Requests
Rental Inspection of Non-Lot Controlled Items on Work Orders
Report Operation Start/Stop
Reschedule a Work Order
Reschedule a Work Order Operation
Reschedule a Work Order Operation by Schedule Number
Reset a Stopped Work Order
Restart an Operation by Stopping an Interruption
Return Material on a Work Order Operation
Run Selection Query and Approve or Reject Work Requests
Scheduling Using Maintenance Scheduling Board
Scrap Maintenance Object
Selecting and Approving Work Requests
Update Work Request Status from Planned Work Schedule
Update Work Request Status from Work Request
Updating Work Request Status
Updating Maintenance History Manually
Using OEM Codes in M3
Work Orders
Work Order Generation
Work Order Closure
Work Order Pick List for Repairable Items
Work Requests - Maintenance
Work Schedules in Maintenance
Work Order Enabling Work Orders
Set Basic Parameters for Entry of Work Requests
Set Basic Parameters for Quick Entry of Work Requests
Work Order Maintenance Follow-up
Analyze Maintenance Statistics
Analyzing Reliability
Calculate and Display Product Costing for a Service
Create Diagnostics against Equipment
Define Cost Totals
Define Settings for Maintenance Statistics
Define Sorting Orders for Maintenance Statistics
Define Views for Maintenance Statistics
Defining Basic Settings for Maintenance Statistics
Downtime Cost
Maintenance Performance and Costing
Managing Diagnostics
Monitoring Maintenance Statistics
Statistics for Maintenance
Update Maintenance Statistics
Update Maintenance Statistics Initially
Work Order Material Management
Issue Materials Against a Work Order
Issue Materials Linked to a Work Order
Receive Goods Against a Work Order
Register Non-Stocked Materials for a Work Order
Return Work Order Materials
Trigger a Non-Stocked PO Request from a Work Order
Warehouse Priority Rules
Work Order Operation Reporting
Approve Work Order Operation
Close Work Order Operation
Mandatory Approval of Time and Expenses on Work Orders
Processing Time and Expense Transactions that Require Approval
Report and Close Repair Order Operations
Report Details of Operation - Inspections
Report Details of Work Order Operations with Work Orders
Report Interruption Start for a Work Order Operation
Report Operation Details for Emergency Work Without Work Order
Report Work Order Operation Stop
Report Work Start
Reporting Maintenance
Reporting Operations and Inspections
Reschedule Multiple Work Order Operations
Service Error Report
Start and Stop Permits
Starting Work Order Operations
Stopping, Delaying and Replanning Work Order Operations
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About this Guide
Capability Management
Allocate People by Multiple Choice
Capability at Repair Situation
Manually Allocate People to a Work Request or Work Order
Setting up Capability Data
Settings Employee Allocation
Complaint Management
Handling Complaints
Register Complaints and Decisions
Register Subsequent Complaint
Document Management
Approve Document Activity
Connect Additional Activities to a Document and Confirm Defaulted Activities
Create Document Type and Connect Activities that need to be Performed
Handling Document Activity Lists
Enabling Maintenance
Application Messages in Maintenance
Authorization Level
Configuration - Maintenance
Connect Documents to Maintenance Customer Order Type
Connect Facility-Specific Parameters to a Work Order Type
Create Maintenance Customer Order Type
Create Rental Agreement
Define Complaint Alert Levels
Define Complaint Type
Define Engineering Order Type
Define Maintenance Authorization for a User
Define Principles for Automatic Employee Allocation
Define Settings for Maintenance 1 (CRS788)
Define Settings for Maintenance 2 (CRS789)
Define Settings for Operation Reporting
Define Work Order Type
Define Work Order Type Specific Report Sequence
Defining Maintenance Settings
Defining Order Types for Maintenance Customer Orders
Defining Work Order Types
Event Type
Labor Sell Rate for Maintenance Customer Orders
Leasing Check In
Leasing Check Out
Leasing Funding Equipment
Leasing Invoicing in (LTS100)
Managing Several Payers per Maintenance Job
Pricing of Maintenance Material
Rental Check In
Rental Check Out
Rental Invoicing
Rental Logistic Toolbox Process Status
Engineering Orders
Create Engineering Order Header
Create Engineering Order Line
Create Engineering Order Revision
Define Component Modification Reference
Defining Engineering Orders
Defining Engineering Order Program
Defining and Performing Modifications by Using Engineering Orders
Engineering Orders - Maintenance
Generate Engineering Order Program and Confirm Engineering Order
Managing Engineering Order Revisions
Release to Production
Retrieve Affected Serial Number
Specify Item Number Change for Engineering Orders
Enterprise Asset Management
Add Employees to Work Order
Assignment Statuses
Basic Data for Creating Work Center
Create Numbering Series
Feedback of Multiple Labor Hours Against Operation
Generate Recurring Work Order Requests Automatically
Work Center Structure
Work Order Operation Feedback
Equipment and Component Control
Add Documents to Equipment
Add Documents to Position
Analysis and Repair Functions for Meter Readings
Connect Editions and Levels to Describe Possible Configuration Combinations
Connect Installable Components to Configuration Positions
Create Alternative Structure
Create Error Code Structure
Create Equipment Component Link
Create and Install Serialized Item/Equipment Records at a Site
Create Removal/Installation Transaction Types
Create a Site
Create Site Positions
Creating a Site and Installing the Site Equipment
Create Standard Numbering System
Creating an As-built Configuration to Define what Components are Installed in a Model Individual
Create Technical Datasheet
Deactivate Equipment with an As-built Structure
Define Configuration Positions for a Model
Define Effectivity for Components and Configuration Positions
Define Error Code 1
Define Error Code 2
Define Error Code 3
Define a Model for a Configuration
Define Model Editions for a Configuration to Describe Differences and Distinguish between Variants
Define Model Levels for a Configuration to Describe Differences and Distinguish between Variants
Define the Model Type for a Component
Define New Meter and Meter Type for Usage Reporting
Define the Position Effectivity to Limit the Position Validity
Define Required and Forbidden Component Combinations within a Defined Configuration
Defining a Model Configuration
Defining a Model Configuration and Creating an As-built Configuration
Delete Position
Entering Meter Replacements for Broken Meters
Enter Standard Numbering System
Error Code
Error Code 2
Error Code 3
Equipment
Equipment Alias
Equipment Class (Product Group)
Equipment Components
Equipment Group (Item Group)
Equipment Number
Equipment Structure Header
Equipment Type
Install and Remove Equipment
Level Logic
Manage Locked Records in As-Built Structure in (MOS256)
Manual Feedback of Meter Readings
Operation Plan (MOS380)
Plant Maintenance
Positions
Register a Component as a Serialized Item and Generate the As-built List
Register Configuration Model as Component
Register Installed Components in an As-built Configuration
Removal/Installation Transaction Types (MOS123)
Set Up and Report System Level Meters in an As-built Structure
Specify Whether Deviations in a Model Edition are Additions or Reductions
Technical Datasheets
Update Operation Plan
Specify Whether Deviations in a Model Level are Additions or Reductions
Follow up Maintenance
Analyze Complaint Alarms
Maintenance Customer Order Statistics
Update Complaint Alert
Initial Provisioning
Define Document Structure
Enter Hourly Costs per Work Center
Enter Work Center
Initial Provisioning (IP)
IP - M3 Basic Data
Mnt/Ovh/Rep Class
Register Operation Plan
Report Operation
Report Operation with Employee Information
Split Work Order Operation
End to End Processes
Field Service with Direct Purchase (reported as misc cost)
Perform Field Inspection Service for Equipment
Subcontract Service
Warranty Work Order - 100% Settled
MCO Processing
Automatically Create Supplier Invoice Batch for Miscellaneous Cost
Changing Existing Maintenance Customer Order
Check and Adjust Preliminary Invoice Specification
Close Meter Based MCO Lines
Connect an Additional Payer to a Maintenance Customer Order
Creating a Maintenance Customer Order
Create a Maintenance Customer Order Header
Create Miscellaneous Cost Type Defined as an Item
Create Project Budget or Financial Budget from a Maintenance Agreement Quote
Create Service Price Information (Quotation) for a Maintenance Customer Order
Credit an Invoice for Maintenance Customer Order
Credit Limits for Maintenance Customer Orders
Define Maintenance Customer Order Line Discount
Deliver Maintenance Object to Customer
Discounts for Maintenance Customer Orders
Eliminate Redundancies for MCO Quotations
Estimating and Quoting against Work Order
Estimating and Quoting against Work Request
Expense and Miscellaneous Cost Registration
Financial Reconciliation of Warranty Claim
Handling Material Exchange Orders
Handling Material Loan Orders
Handling Material Sales Orders
Handling Normal Maintenance Customer Orders
Identify Fully Estimated Work Order and Create Quotation
Identify Fully Estimated Work Requests and Create Quotation
Identify Planned Operations for Estimate
Manage Maintenance Customer Order with Fixed Pricing Based on Meter
Managing Advanced MCO Quotations
Managing Agreement Contents
Managing Basic Maintenance Customer Order Quotations
Managing Extended Warranty
Managing Maintenance Customer Order Invoicing
Managing Maintenance Customer Order Quotations
Managing Quotations
Managing Warranty Agreements
Mark Estimate as Complete
Move Transactions Between Maintenance Customer Orders and Work Orders
MCO Invoice Error Handling
OEM Claim Processing
OEM Claim Settlement
Override MCO Invoice Payer
Print MCO Invoice
PBH Invoicing for Maintenance Service Agreements
Quick Entry of Normal Maintenance Customer Order
Print and Send Quotation to Customer
Processing Maintenance Customer Orders
Receive Maintenance Object and Update Object Information
Receiving Maintenance Customer Order Object
Release Maintenance Customer Order Line
Release Quoted and Approved Work Orders to Production
Regenerate Invoice Specification
Register Customer Response
Register Maintenance Customer Order Details for Material Exchange Order
Register Maintenance Customer Order Details for Material Loan Order
Register Maintenance Customer Order Details for Material Sales
Register Normal Maintenance Customer Order Details
Repairing Equipment Covered by Warranty
Request Estimate against Work Request
Set WO Status to Indicate that Estimate is Complete and Confirm Estimate
Settings for Credit Limits for Maintenance Customer Orders
Transfer Maintenance Customer Order Transactions to Financial System
VAT on MCO Invoice
Warranty Claim Creation from Maintenance Customer Order Line
Warranty Claim Processing
Warranty Claim Settlement
Warranty Entitlements for Sold Equipment
Managing Insurance Maintenance Customer Orders
MCO Maintenance Agreements
Close Maintenance Agreements
Connect an Additional Payer to a Maintenance Agreement Line
Connect Model Individuals and Objects to a Maintenance Agreement to Limit the Agreement Validity
Connect and Prioritize Additional Warehouse to Maintenance Agreement
Create Maintenance Agreement Quote
Define an Agreement-specific Price per Work Center
Define and Apply Price Index for a Maintenance Agreement
Define Charges for a Loan Maintenance Agreement
Define and Connect a General Charge to a Maintenance Agreement
Define Maintenance Agreement for Periodic Accrual Revenues
Define a Maintenance Agreement for Calendar-based Periodic Invoicing
Define a Maintenance Agreement Header for a Customer-specific Agreement
Define a Maintenance Agreement Header for a General Maintenance Agreement
Define Maintenance Agreement Line Discount
Define Maintenance Agreement Line with Fixed Labor Cost
Define Maintenance Agreement Line with a Fixed Price Total
Define Maintenance Agreement Line with a Loan Charge
Define Maintenance Agreement Line with Dynamic Price
Define Maintenance Agreement Line with Meter-based Pricing
Define Maintenance Agreement Line with Service Pricing for Time and Material
Define Maintenance Agreement Material Handling Charge per Price Interval
Define Material Handling Charge per Item Group for a Maintenance Agreement
Defining new Maintenance Agreements and Adjusting Existing Agreements
Service Definitions
Add Activity List to Service Revision
Add Additional Meter to Service Revision
Add Documents to Service
Add Documents to Service Revision
Add Documents to Service Revision Operations
Add Materials and Purchase Requirements to Service Revision
Add Meters to Service
Add Multiple Products to Service
Add Operations and Subcontract Requirements to Service Revision
Add Skill Requirements to Service Revision
Add Tool Requirements to Service Revision
Approve Activities Connected to a Service
Approve Activities Related to Engineering Order Revision
Condition Based Inspections
Connect Activities to Service
Connect Operation Elements to a Service Operation
Connect Operation to Alternate Routing
Connect Preferred Supplier to WO Subcontracting Operation
Connect Related Services to a Service
Connect Related Services to Service Revision
Create a Service by Copying a Work Order
Create Service Revision
Define Basic Settings for Services
Define New Service - Standard Entry
Define New Service – Quick Entry
Define Operations and Material Consumption for a Service
Define Service Effectivity
Defining Basic Service Revision Information
Defining Services to Describe the Jobs that are Performed on an Object
Display in What Other Services a Service Is Used
Enter Operation in Routing
Enter Quantity Limit for Alternate Routing
Enter Queue and Transportation Times
Link Specific Requirements to Work Order Types
Linking Operations, Materials, Skills and Tool Requirements to Service Revision
Maintain Parameters for Queue and Transportation Times
Managing Related Services with Relation Type Z
Managing Service Revisions
Mandatory Relation
Meters
Service Hierarchy
Services
Transfer Service Revision to Production
Work Order Processing
Add Employees to a Work Order Operation
Add Materials to a Work Order Operation
Add Operations to Work Order
Add Permits to Work Order Operation
Add Skills to a Work Order Operation
Add Tools to a Work Order Operation
Change Operation Sequence Number
Change Work Order Operation
Check Component Availability against a Work Order
Check Component Availability for a Work Request
Check Employee Availability for a Work Request
Check Load/Resource Availability - Chart
Check Load/Resource Availability – Graphical
Check Skills Availability for a Work Request
Check Tools Availability and Allocate Tools against a Work Order
Check Tools Availability for a Work Request
Close Work Order
Close Work Order - Return to Service
Close Work Order - Return to Stock
Close Work Order and Update Service History
Complaint - Register Decision
Copy a Work Order to a Planned Work Order
Create Loan / Exchange Purchase Order
Create Planned Work Order
Create a Workscope
Data Collection and Monitoring
De-allocate Tools from Work Orders
Defer a Work Order
Define Selection Query for Work Requests
Define a Work Schedule View
Delete Work Order
Deleting Work Order
Delete Work Order Operation
Delete Work Orders and Work Order Operations
Detailed Scheduling
Display Deliveries for Consignee
Display Workload against Work Center
Disturbance Management
Error Code
Estimating Job Content
Estimate Work Request Job Content - Job Instructions
Estimate Work Request Job Content – Labor and Time
Estimate Work Request Job Content – Non-Stocked Materials
Estimate Work Request Job Content - Permits
Estimate Work Request Job Content - Skills
Estimate Work Request Job Content – Stocked Materials
Estimate Work Request Job Content - Tools
Generate Emergency Work Request - Quick Entry
Generate Emergency Work Request - Standard Method
Outcome
Before you start
Follow these steps
Generate Interval-Based Work Requests - Quick Entry
Generate Interval Based Work Request Manually - Standard Entry
Generate Recurring Work Order Requests Manually
Generate a Selection of Work Requests or Work Orders
Generate Work Request Manually - Quick Entry
Generate Work Request Manually - Standard Entry
Generate Work Request at Work Order Inspection Reporting
Generating Work Requests
Handing Back Equipment and Returning Materials and Tools
Handling Dates in Work Order Scheduling
Handling Work Requests
Hold Work Order
Hose and Kit Assembly Process for Companies Using Maintenance Order
Item Replacement on Work Orders with Kit
Issuing Tools and Materials and Handling Permits
Issuing Work Order Job Instructions
Loan / Exchange Purchase Orders
Loan / Exchange Purchase Order - Receipt
Loan Purchase Order - Return
Maintenance Work Orders
Manage Work Requests in Status 60 or 65
Manually Close Work Order
Master Scheduling
Material Flow for Field Servicing
Monitor Employees Working on Operation
OEM Codes: Single-Level Setup
OEM Codes: Multi-Level Setup
Operation Reporting
Order Initiated Distribution Order or Purchase Order for Work Order Material Line
Order Preparation and Release
Performing Maintenance
Performing Maintenance Availability Checks for Work Order Requests
Planning and Releasing Maintenance Work Requests
Planning Using the M3 Planning Workbench
Prioritize Operations within Work Center
Product Structure
Print Work Order Documents from (MOS146)
Print Work Order Documents as Separate Documents
Print Work Order Documents - Operations per Day
Print Work Order Documents from Work Schedule
Print Work Order Documents from Work Order
Print Work Order Documents from Work Order Survey
Quick Entry of Retrospective Work Order
Reschedule Work Order Operations Using Maintenance Planning Board
Release Work Requests Manually and Individually
Release Work Requests Manually by Fixed Selection
Release Work Requests Manually by Selection Query
Release Work Requests Manually by Work Scope
Releasing Work Requests
Rental Inspection of Non-Lot Controlled Items on Work Orders
Report Operation Start/Stop
Reschedule a Work Order
Reschedule a Work Order Operation
Reschedule a Work Order Operation by Schedule Number
Reset a Stopped Work Order
Restart an Operation by Stopping an Interruption
Return Material on a Work Order Operation
Run Selection Query and Approve or Reject Work Requests
Scheduling Using Maintenance Scheduling Board
Scrap Maintenance Object
Selecting and Approving Work Requests
Update Work Request Status from Planned Work Schedule
Update Work Request Status from Work Request
Updating Work Request Status
Updating Maintenance History Manually
Using OEM Codes in M3
Work Orders
Work Order Generation
Work Order Closure
Work Order Pick List for Repairable Items
Work Requests - Maintenance
Work Schedules in Maintenance
Work Order Enabling Work Orders
Set Basic Parameters for Entry of Work Requests
Set Basic Parameters for Quick Entry of Work Requests
Work Order Maintenance Follow-up
Analyze Maintenance Statistics
Analyzing Reliability
Calculate and Display Product Costing for a Service
Create Diagnostics against Equipment
Define Cost Totals
Define Settings for Maintenance Statistics
Define Sorting Orders for Maintenance Statistics
Define Views for Maintenance Statistics
Defining Basic Settings for Maintenance Statistics
Downtime Cost
Maintenance Performance and Costing
Managing Diagnostics
Monitoring Maintenance Statistics
Statistics for Maintenance
Update Maintenance Statistics
Update Maintenance Statistics Initially
Work Order Material Management
Issue Materials Against a Work Order
Issue Materials Linked to a Work Order
Receive Goods Against a Work Order
Register Non-Stocked Materials for a Work Order
Return Work Order Materials
Trigger a Non-Stocked PO Request from a Work Order
Warehouse Priority Rules
Work Order Operation Reporting
Approve Work Order Operation
Close Work Order Operation
Mandatory Approval of Time and Expenses on Work Orders
Processing Time and Expense Transactions that Require Approval
Report and Close Repair Order Operations
Report Details of Operation - Inspections
Report Details of Work Order Operations with Work Orders
Report Interruption Start for a Work Order Operation
Report Operation Details for Emergency Work Without Work Order
Report Work Order Operation Stop
Report Work Start
Reporting Maintenance
Reporting Operations and Inspections
Reschedule Multiple Work Order Operations
Service Error Report
Start and Stop Permits
Starting Work Order Operations
Stopping, Delaying and Replanning Work Order Operations
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M3 Product Data Management User Guide
Attribute Control
Attribute Control
Create Attribute Model
Create Attributes to Describe Items
Connect Attribute Model to Item
Inheritance of Attribute Values
Set Default Attribute Values
Set Valid Attribute Values
Setting Up Attribute Control
View Inventory by Attribute
Creating a Product Structure
Creating a Product Structure
Create a Product Structure Header
Create Version for a Product Structure
Converting Non-Versioned Product Structures
Define Output Item for a Product Structure
Connect Feature and Options to Material or Operation
Create Shift Pattern and Shift Model
Adjust Shift Pattern
Outcome
Before you start
Follow these steps
Define Settings for Register and Maintain a Product Structure
Register Operations in a Routing
Registering of Material in Bill of Material
Copy Several Materials and Operations
Engineering Change Management
Create ECO for Bill of Material
Create ECO for Document
Create ECO for Document Structure
Create ECO for General Change
Create ECO for Item
Engineering Change Order
Engineering/Recipe Change Management
Information ID
Information Structure
Main Project - Project Management
Managing Engineering Changes
Milestone
Product Data
Bill of Material Analysis
Enter Alternate Structures for Items
Create Capacity Calendar
Create Inspection ID with Inspection Tasks
Enter Material in Bill of Material
Enter Quantity Limit for Alternate Routing
Enter Queue and Transit Times
Enter Subcontract Operation
Enter Work Center
Connect Disturbance Types to Work Center
Define Permit Type
Lead Time Analysis - Manufactured Product
Maintain Parameters for Queue and Transit Times
Material Issue Method
Production Data
Queue and Transit Times
Register Work Instruction
Where-Used Analysis
Work Center
Connect Shift to Work Center
Update Relationships between Work Center and Resources
Product Configurator
Analyze Product Configuration
Basic Data for Product Configuration
Create Formula
Create Procurement Order for Product Configuration
Create Product Configuration
Create Product Variant with Item Number
Create Selection Matrix
Create Simulated Product Configuration Manually
Change Product Configuration
Change Simulated Product Configuration
Configure Product
Connect Configuration Element to Product Structure
Connect Drawing Measurement to Product Structure
Connect Feature to Product Structure Header
Connect Option to Feature
Drawing Measurement
Enter Customer or Country-Specific Variant Combination
Enter Drawing Measurement
Enter Feature
Enter Invalid Variant Combination
Enter Obligatory Variant Combination
Enter Option
Product Configuration
Product Configurator
Product Variants with Item Number
Search for Errors in Product Configuration
Copyright © 2020 Infor
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Attribute Control
Attribute Control
Create Attribute Model
Create Attributes to Describe Items
Connect Attribute Model to Item
Inheritance of Attribute Values
Set Default Attribute Values
Set Valid Attribute Values
Setting Up Attribute Control
View Inventory by Attribute
Creating a Product Structure
Creating a Product Structure
Create a Product Structure Header
Create Version for a Product Structure
Converting Non-Versioned Product Structures
Define Output Item for a Product Structure
Connect Feature and Options to Material or Operation
Create Shift Pattern and Shift Model
Adjust Shift Pattern
Outcome
Before you start
Follow these steps
Define Settings for Register and Maintain a Product Structure
Register Operations in a Routing
Registering of Material in Bill of Material
Copy Several Materials and Operations
Engineering Change Management
Create ECO for Bill of Material
Create ECO for Document
Create ECO for Document Structure
Create ECO for General Change
Create ECO for Item
Engineering Change Order
Engineering/Recipe Change Management
Information ID
Information Structure
Main Project - Project Management
Managing Engineering Changes
Milestone
Product Data
Bill of Material Analysis
Enter Alternate Structures for Items
Create Capacity Calendar
Create Inspection ID with Inspection Tasks
Enter Material in Bill of Material
Enter Quantity Limit for Alternate Routing
Enter Queue and Transit Times
Enter Subcontract Operation
Enter Work Center
Connect Disturbance Types to Work Center
Define Permit Type
Lead Time Analysis - Manufactured Product
Maintain Parameters for Queue and Transit Times
Material Issue Method
Production Data
Queue and Transit Times
Register Work Instruction
Where-Used Analysis
Work Center
Connect Shift to Work Center
Update Relationships between Work Center and Resources
Product Configurator
Analyze Product Configuration
Basic Data for Product Configuration
Create Formula
Create Procurement Order for Product Configuration
Create Product Configuration
Create Product Variant with Item Number
Create Selection Matrix
Create Simulated Product Configuration Manually
Change Product Configuration
Change Simulated Product Configuration
Configure Product
Connect Configuration Element to Product Structure
Connect Drawing Measurement to Product Structure
Connect Feature to Product Structure Header
Connect Option to Feature
Drawing Measurement
Enter Customer or Country-Specific Variant Combination
Enter Drawing Measurement
Enter Feature
Enter Invalid Variant Combination
Enter Obligatory Variant Combination
Enter Option
Product Configuration
Product Configurator
Product Variants with Item Number
Search for Errors in Product Configuration
Copyright © 2020 Infor
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M3 Application Foundation User Guide
About this Guide
System Administration
Database Update Manager
Define Number Series
Define Basic Data for Feature List
Enter System Periods and Seasonal Curves
Create and Change a System Calendar
Feature List
Initial Load
Manage System Settings
Manage System Diagnostics
M3 Data Import
Job Management
Auto Start Jobs and Subsystems
Authorities for subsystems
Auto start job subsystems
Selecting records for auto start jobs
Auto start jobs
M3 Business Engine Auto Start Job Descriptions
Invoice Specification - COS900
WHI Order-related messages - MHS855
WHI internal stock messages - MMS855
Transaction history - MMS901
Transaction date - MMS902
MRP calculation - MMS911
Auto allocation - MMS920
Release of location used - MMS930
Update status depending of aging - MMS975
Create MO/PO from Planned Orders - MMS940
MNS950 - Output Resend
Entry of MO - MOS005
WO rescheduling - MOS015
WO Deletion - MOS035
WO operation time calculation - MOS930
WO Load - MOS960
Rescheduling planning date - MWS910
Delivery time trigger - MWS970
Delivery Status - MWS971
Printout picking lists - MWS972
Auto receipt DO - MWS973
Create inbound delivery - MWS975
Shipment time triggers - DRS900
Process SHIPMENT_ISSUED Event - DRS901
Asynchronous document production - MWS974
Print out of CO documents - OIS950
Order entry statistics detail - OSS900
Sales entry statistics detail - OSS980
Entry of MO - PMS005
Reschedule MO - PMS015
Deletion of MO - PMS035
Calculate operation times - PMS930
Load - PMS960
Transactions from GLR to POM - POS950
Monitoring delivery schedules - RSS950
Managing Permissions - SES900
Event subscription - Db update - CMS910
M3 Business Engine Administrator's Guide for Batch Jobs and Job Queues
Managing batch jobs
Submitting batch jobs
Start and execute batch job
Running a batch job with auto start job subsystem stopped
Finding interrupted batch jobs
Restarting batch jobs
Manage job queue
Deletion of submitted jobs
M3 Business Engine Administrator's Guide for Job Scheduler
Scheduling functions in M3 BE job scheduler
Define job scheduling category (SHS050)
Define job scheduling function (SHS030)
Define job scheduling programs and fields (SHS031)
Run scheduling - Schedule information
Change or delete function schedule (SHS010)
Runtime scenario
Technical overview
M3 Business Engine Administrator's Guide for Auxiliary Functions (AUX)
Auxiliary functions run in the night run
Running auxiliary functions periodically
Running auxiliary functions when required
Security Administration
API Security
Application Message Authority
Follow these steps
Connect User to User Group
Company and Division Security
Connect User Group to Object Access Group
Create a Function
Create a User
Create a User Group
Create Object Access Group
Data Authority Security
Defining Access to Information in M3
Define Check of Information Access for Financial Programs and Accounting Dimensions
Define Company and Divisions
Field Access Security
Field Audit Trail
Functions that Use Fields with Object Access Group Checking Routines
Data model
Functions where object access groups can be attached
Programs using Object Access Group Checking Routines
Function Security
Security entries made at the company level
Checking security
Security using authorization by roles
Authorization by roles - Setup per role and function
Authorization by roles - Settings
General Data Protection Regulation (GDPR)
Limitations
Maintain basic data
Perform search and update personal data
GDPR retention policy
Archiving
Keystore Management
Manage E-Signature
M3 BE Security Model Overview
Object Access Control
Record Locking
Security Aspects of M3 Business Engine Functions
Security Audit
System Maintenance Run
System Maintenance Run Overview
Enabling System Maintenance Run
Programs Included in System Maintenance Runs
Accessing Information in M3
Defining Access to Information in M3
Create a User Group
Connect User to User Group
Object Access Control
Create Object Access Group
Connect User Group to Object Access Group
Define Check of Information Access for Financial Programs and Accounting Dimensions
Functions that Use Fields with Object Access Group Checking Routines
Data model
Functions where object access groups can be attached
Programs using Object Access Group Checking Routines
Create and Configure User Defined Menu
Output Management
Output Management Introduction
Define Basic Data for Output Management
Define settings for Output Management
Define printer files
Generate standard
Define printer file variants
Define report layouts
Select report layout for the output function
Define document type
Define output service type
Connect media to service type
Define service identity
Define available printers
Define ISO language code
Define media used for M3 standard business documents
Define M3 standard business documents
Define media support for M3 business documents
Define business documents for the installation
Define email body template from IDM Output Management
Define Output Selection based on User
Define Output Selection based on Content
Define Output Selection for JIT Output
Define XML File
Limitations
Before you start
XML structure
XML sections
XML elements
Add additional field from standard table
Add additional field from table with one-to-one relationship
Add additional field from table with one-to-many relationship
Add additional field from custom subtotal fields
Add virtual field
Transfer XML configuration between environments
Configure Ad Hoc reports using configurable XML functionalities
Monitoring Output Jobs
Maintaining Output Jobs
Design and Structure of XML File
Ad Hoc Reporting
Define Ad Hoc Report Location
Define Ad Hoc Document Location
Define Ad Hoc Report
View Ad Hoc Report Run
Display Management
Bookmarks in M3 BE
Creating Bookmarks
Field Group
Manage Views
Manage Sorting Orders
Manage Sorting Options
Sorting Options: Select/Omit
Create Selection Tables
Create Sorting Order Displayed in Browse Windows
Configure Browse Sequences
Using Search Functions
Simple search
Advanced search
Searching with reserved words
Using stop words
Search query and key search rules
M3 Infor Enterprise Search (IES) usage through Application Programming Interface (API) calls
Multi-level key search
Further advanced search queries
Lucene references
Connect Information Views from Different Programs
Information Browser Categories
Manage Related Tables
Manage Virtual Fields
Custom List MI
Event Handling
M3 Event Overview
Event Based Alerts
Event Based API Calls
Event Log Fields
Event Subscriber Web Service
Composite Events
Initial Load
Initial Load via Events
Enabling Application Messages
Application Messages and Detailed Messages
Set Up the M3 Application Message System
Transaction Archiving
Archive and Delete Transactions
M3 BE Functions using Transaction Archiving
SLS - M3 BE Sales Management
EQM - M3 BE Equipment Quotation Management
SRV - M3 BE Service Management
RTM - M3 BE Rental Management
FIC - M3 BE Financial Controlling
FIM - M3 BE Financial Accounting
MAN - M3 BE Manufacturing
ATM - M3 BE Attribute Management
MAI - M3 BE Maintenance
PJM - M3 BE Project Management
SCE - M3 BE Supply Chain Execution
PUR - M3 BE Procurement
MSF - M3 Application Foundation
Time zone
Time zone overview
Customer Defined Fields
M3 Customer-Defined Fields (CDF)
User-Defined Fields
API Implementation
User-defined API transactions
API metadata
MDBREADMI transactions
Cross Application Services
Define a Business Area using an API
Copyright © 2020 Infor
Contacting Infor
About this Guide
System Administration
Database Update Manager
Define Number Series
Define Basic Data for Feature List
Enter System Periods and Seasonal Curves
Create and Change a System Calendar
Feature List
Initial Load
Manage System Settings
Manage System Diagnostics
M3 Data Import
Job Management
Auto Start Jobs and Subsystems
Authorities for subsystems
Auto start job subsystems
Selecting records for auto start jobs
Auto start jobs
M3 Business Engine Auto Start Job Descriptions
Invoice Specification - COS900
WHI Order-related messages - MHS855
WHI internal stock messages - MMS855
Transaction history - MMS901
Transaction date - MMS902
MRP calculation - MMS911
Auto allocation - MMS920
Release of location used - MMS930
Update status depending of aging - MMS975
Create MO/PO from Planned Orders - MMS940
MNS950 - Output Resend
Entry of MO - MOS005
WO rescheduling - MOS015
WO Deletion - MOS035
WO operation time calculation - MOS930
WO Load - MOS960
Rescheduling planning date - MWS910
Delivery time trigger - MWS970
Delivery Status - MWS971
Printout picking lists - MWS972
Auto receipt DO - MWS973
Create inbound delivery - MWS975
Shipment time triggers - DRS900
Process SHIPMENT_ISSUED Event - DRS901
Asynchronous document production - MWS974
Print out of CO documents - OIS950
Order entry statistics detail - OSS900
Sales entry statistics detail - OSS980
Entry of MO - PMS005
Reschedule MO - PMS015
Deletion of MO - PMS035
Calculate operation times - PMS930
Load - PMS960
Transactions from GLR to POM - POS950
Monitoring delivery schedules - RSS950
Managing Permissions - SES900
Event subscription - Db update - CMS910
M3 Business Engine Administrator's Guide for Batch Jobs and Job Queues
Managing batch jobs
Submitting batch jobs
Start and execute batch job
Running a batch job with auto start job subsystem stopped
Finding interrupted batch jobs
Restarting batch jobs
Manage job queue
Deletion of submitted jobs
M3 Business Engine Administrator's Guide for Job Scheduler
Scheduling functions in M3 BE job scheduler
Define job scheduling category (SHS050)
Define job scheduling function (SHS030)
Define job scheduling programs and fields (SHS031)
Run scheduling - Schedule information
Change or delete function schedule (SHS010)
Runtime scenario
Technical overview
M3 Business Engine Administrator's Guide for Auxiliary Functions (AUX)
Auxiliary functions run in the night run
Running auxiliary functions periodically
Running auxiliary functions when required
Security Administration
API Security
Application Message Authority
Follow these steps
Connect User to User Group
Company and Division Security
Connect User Group to Object Access Group
Create a Function
Create a User
Create a User Group
Create Object Access Group
Data Authority Security
Defining Access to Information in M3
Define Check of Information Access for Financial Programs and Accounting Dimensions
Define Company and Divisions
Field Access Security
Field Audit Trail
Functions that Use Fields with Object Access Group Checking Routines
Data model
Functions where object access groups can be attached
Programs using Object Access Group Checking Routines
Function Security
Security entries made at the company level
Checking security
Security using authorization by roles
Authorization by roles - Setup per role and function
Authorization by roles - Settings
General Data Protection Regulation (GDPR)
Limitations
Maintain basic data
Perform search and update personal data
GDPR retention policy
Archiving
Keystore Management
Manage E-Signature
M3 BE Security Model Overview
Object Access Control
Record Locking
Security Aspects of M3 Business Engine Functions
Security Audit
System Maintenance Run
System Maintenance Run Overview
Enabling System Maintenance Run
Programs Included in System Maintenance Runs
Accessing Information in M3
Defining Access to Information in M3
Create a User Group
Connect User to User Group
Object Access Control
Create Object Access Group
Connect User Group to Object Access Group
Define Check of Information Access for Financial Programs and Accounting Dimensions
Functions that Use Fields with Object Access Group Checking Routines
Data model
Functions where object access groups can be attached
Programs using Object Access Group Checking Routines
Create and Configure User Defined Menu
Output Management
Output Management Introduction
Define Basic Data for Output Management
Define settings for Output Management
Define printer files
Generate standard
Define printer file variants
Define report layouts
Select report layout for the output function
Define document type
Define output service type
Connect media to service type
Define service identity
Define available printers
Define ISO language code
Define media used for M3 standard business documents
Define M3 standard business documents
Define media support for M3 business documents
Define business documents for the installation
Define email body template from IDM Output Management
Define Output Selection based on User
Define Output Selection based on Content
Define Output Selection for JIT Output
Define XML File
Limitations
Before you start
XML structure
XML sections
XML elements
Add additional field from standard table
Add additional field from table with one-to-one relationship
Add additional field from table with one-to-many relationship
Add additional field from custom subtotal fields
Add virtual field
Transfer XML configuration between environments
Configure Ad Hoc reports using configurable XML functionalities
Monitoring Output Jobs
Maintaining Output Jobs
Design and Structure of XML File
Ad Hoc Reporting
Define Ad Hoc Report Location
Define Ad Hoc Document Location
Define Ad Hoc Report
View Ad Hoc Report Run
Display Management
Bookmarks in M3 BE
Creating Bookmarks
Field Group
Manage Views
Manage Sorting Orders
Manage Sorting Options
Sorting Options: Select/Omit
Create Selection Tables
Create Sorting Order Displayed in Browse Windows
Configure Browse Sequences
Using Search Functions
Simple search
Advanced search
Searching with reserved words
Using stop words
Search query and key search rules
M3 Infor Enterprise Search (IES) usage through Application Programming Interface (API) calls
Multi-level key search
Further advanced search queries
Lucene references
Connect Information Views from Different Programs
Information Browser Categories
Manage Related Tables
Manage Virtual Fields
Custom List MI
Event Handling
M3 Event Overview
Event Based Alerts
Event Based API Calls
Event Log Fields
Event Subscriber Web Service
Composite Events
Initial Load
Initial Load via Events
Enabling Application Messages
Application Messages and Detailed Messages
Set Up the M3 Application Message System
Transaction Archiving
Archive and Delete Transactions
M3 BE Functions using Transaction Archiving
SLS - M3 BE Sales Management
EQM - M3 BE Equipment Quotation Management
SRV - M3 BE Service Management
RTM - M3 BE Rental Management
FIC - M3 BE Financial Controlling
FIM - M3 BE Financial Accounting
MAN - M3 BE Manufacturing
ATM - M3 BE Attribute Management
MAI - M3 BE Maintenance
PJM - M3 BE Project Management
SCE - M3 BE Supply Chain Execution
PUR - M3 BE Procurement
MSF - M3 Application Foundation
Time zone
Time zone overview
Customer Defined Fields
M3 Customer-Defined Fields (CDF)
User-Defined Fields
API Implementation
User-defined API transactions
API metadata
MDBREADMI transactions
Cross Application Services
Define a Business Area using an API
Copyright © 2020 Infor
Contacting Infor