Download and Upload to an External System

This document explains how you work with warehouse integration (WHI) to an external system. It also explains how to work with the integration between M3 and a WMS system, as an example.

The 'Follow these steps' section describes only the manual activities that are available to support warehouse integration.

Provided that the settings are defined for warehouse integration, all downloads and uploads will be performed automatically. The settings also determine, to a certain degree, when downloads and uploads will be executed.

See information about API Repository in M3 API Tools.

Outcome

You can perform these tasks:

This process is used if:

Before you start

The conditions in Settings for Integration to an External System must be fulfilled.

Follow these steps

Download Item Basic Data

  1. Start 'Item Master File. Export' (MHS630).

  2. Specify the name in the Warehouse field.

  3. Specify the name of the external partner in the Partner field. An example is the internal number of the customer.

  4. Specify the values in the From and To fields.

  5. Press Enter to execute the report (Table: MHITMA).

Download Item Alias Data

  1. Start 'Item Alias File. Export' (MHS635).

  2. Specify the name in the Warehouse field.

  3. Specify the name of the external partner in the Partner field.

  4. Specify the values in the From and To fields.

Download Supplier Basic Data

  1. Start 'Supplier Master File. Export' (MHS640).

  2. Specify the name in the Warehouse field.

  3. Specify the name of the external partner in the Partner field.

  4. Specify the name of the supplier or suppliers to be downloaded.

  5. Press Enter to execute the report.

Display, Reset Download and Change Expected Receipts

  1. Start 'Expected Receipt. Display' (MHS800/B).

  2. Specify the name of the external partner in the Partner field.

    Partners are defined in 'Stock Msg Partner. Open' (MMS865).

  3. The Warehouse field is used if you want to display records for only one warehouse. If the field is left blank, records for all warehouses are displayed.

  4. The Transaction type field is used if you want to display records for only transaction type. If the field is left blank, records for all transaction types are displayed. These are the valid alternatives:

    10 = MO receipt

    20 = PO receipt

    30 = CO returns

    40 = RO receipt

    50 = DO receipt.

  5. On the B-panel, the order headers for the expected receipts are displayed. When an order is created (PO, RO, DO, CO return), it will also be displayed here. Option 5=Display opens the E-panel for more information.

  6. Option 11='Order lines' starts 'Expected Receipts. Display Lines' (MHS801). On the B-panel, the order lines for an order header and the item numbers are displayed.

  7. Option 2='Change order' starts the order entry program (PPS200/A, PMS100/A, MMS100/A, OIS100/A), where you can make changes to the order.

  8. Option 11=Package, on the (MHS801/B) panel, starts 'Package Details Download. Display' (MHS803). Package details for inbound DO (50=DO receipt) are displayed here.

  9. On the B-panel in (MHS800), (MHS801) and (MHS803), option 21='Download again' resets the download parameter to 0=The record has not been processed. You can then perform a second download.

  10. If the pre-allocation flag in (MMS005) is on, then connections between supply and demand will also be downloaded.

Download Expected Receipts to Infor Enterprise Collaborator (IEC)

This function creates MBM initiators for the selected expected receipts records so that the expected receipts can then be downloaded to IEC.

  1. Start 'Expected Receipt. Create MBM-Initiators' (MHS815). Make your selections on the E-panel.

    The 'Include downloaded records' field indicates whether records that have been previously downloaded should also be written to the IEC initiator.

    The 'Exclude processed before' field indicates whether records that were processed before should be excluded when writing to the IEC initiator regardless of whether they are marked as downloaded.

Display, Reset Download and Change Picking List

  1. Start 'Picking List. Display' (MHS810/B).

  2. Specify 'PKMS' in the Partner field. Partners are defined in 'Stock Msg Partner. Open' (MMS865).

  3. The Warehouse field is used if you want to display records for only one warehouse. If the field is left blank, records for all warehouses are displayed.

  4. On the B-panel, the delivery numbers are displayed. When an order is created (RO, DO, CO) it will also be displayed here.

  5. One or more orders can be connected to a delivery number. Option 5=Display opens the E-panel for more information.

  6. Option 11='Pick list lines' starts 'Picking List. Display Lines' (MHS811). On the B-panel, the delivery lines for a delivery and the item numbers are displayed.

  7. Option 22=Order, on the (MHS811/B) panel, starts the order entry program (PMS100/A, MMS100/A, OIS100/A), where you can make changes to the order.

  8. On the B-panel in both (MHS810) and (MHS811), option 21='Download again' resets the download parameter to 0=The record has not been processed. You can then perform a second download.

  9. You can also display addresses connected to the delivery by using option 12=Addresses on the (MHS810/B) panel. This starts 'Picking List Address. Display Downloaded' (MHS813).

Display, Reset Download and Change Pre-Allocations

  1. Start 'Preallocation. Display' (MHS805).

  2. Specify 'PKMS' in the Partner field. Partners are defined in 'Stock Msg Partner. Open' (MMS865).

  3. The Warehouse field is used if you want to display records for only one warehouse. If the field is left blank, records for all warehouses are displayed.

  4. On the (MHS805/B) panel, option 2=Change starts 'Preallocation. Perform' (MWS120), where you change pre-allocation for the selected order.

  5. Option 21='Download again' resets the download parameter to 0=The record has not been processed. You can then perform a second download.

Display and Reset Download for Package Details

This function is only used for download package data for inbound DOs since the package data in this case is created in M3.

All packages included in a certain DO inbound delivery can be viewed.

  1. Start 'Package Details Download. Display' (MHS803).

    You can also start (MHS803) from (MHS802) with option 11.

  2. Specify 'PKMS' in the Partner field. Partners are defined in 'Stock Msg Partner. Open' (MMS865).

  3. You can leave the 'Reference order category' field blank or select 5=DO. Note: This function is currently only valid for inbound DOs.

  4. Option 21='Download again' resets the download parameter to 0=The record has not been processed. You can then perform a second download.

  5. Details about the package are displayed on the E-panel.

Display and Reset Download Stock Transaction Task

This function is used for adjustments, reclassifications, and movements of stock. These are the stock transaction types included:

90 = Physical inventory variances

92 = Replenishment move order issue

96, 97, 98 = Reclassification of status, lot, item.

  1. Start 'Stock Transaction Task. Display' (MHS820).

  2. Specify 'PKMS' in the Partner field. Partners are defined in 'Stock Msg Partner. Open' (MMS865).

  3. Option 21='Download again' resets the download parameter to 0=The record has not been processed. You can then perform a second download.

  4. Details about the stock transactions are displayed on the E-panel.

  5. Information about the reference order for stock tasks is displayed on the F-panel.

Request Movement Task

This function can, for example, be used after quality inspection of received goods (which is performed in M3), and a movement from a non-allocable to an allocable stock location in the WMS is wanted.

The movement task is created in M3 and will be written to the WMS. The WMS retrieves the movement request and reports to M3 after the movement has been carried out.

The execution of M3 programs to perform the actual update of the M3 files is done when the movement is reported back.

  1. Start 'Movement Task. Create' (MHS177). Specify the partner, warehouse, item, lot number, container, and so on.

    'Location. Select' (MMS160) will be started if the item exists in several locations in the warehouse and you have not selected a location.

  2. Select a To location and quantity and click Next.

    Display the location movement in (MHS820).

Work with Internal Stock

These stock transaction types are included:

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