General configuration of the application for Chile

Use these steps to configure Financials and Supply Management for the integration with Infor Localization Services.
  1. Create a billing company and select the Process Invoice Bods and Process Shipment Bods check boxes.
  2. Enable the BOD trigger in the finance enterprise group:
    1. Sign in as Application Administrator and select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
    2. On the Options tab, select the BOD Trigger check box.
  3. Create a country code for Chile:
    1. Select Financials > Countries > Countries.
    2. In the Country field, select Chile.
  4. Verify that the address of the Financial Enterprise Group is complete:
    1. Select Financials > Global Ledger > Setup > Financial Enterprise Group > Maintenance.
    2. On the Accounting Entity tab, update the Address Code.
  5. Verify that the addresses and country codes on the customer and supplier records are updated correctly.
  6. Enable the service definitions:
    1. Sign in as Process Server Administrator.
    2. Select Configuration > Service Definitions and open a record. For example, open FSMCreditTransfer.
    3. In the Service Process Definition section, click Create.
    4. Select the process definition from the list. For example, in the Process Definition field, select FSM_ION_SyncCreditTransfer_Out.
    5. Repeat the process using the information in this list:
    Service definition record Value for Process Definition field
    FSMCreditTransfer FSM_ION_SyncCreditTransfer_Out
    ReceivableInvoiceService FSM_ION_SyncInvoice_Outbound
    ShipmentService FSM_ION_SyncShipment_Outbound
    VendorGroupService FSM_ION_SyncSupplierInvoice_Outbound
  7. Set the IntegrationApplication property value:
    1. Sign in as Process Server Administrator and select Configuration > System Configuration.
    2. Open the FSM_ION_Connector configuration.
    3. On the Properties tab, select Local.ly in the Integration Application field.
  8. Create and activate the BODs:
    1. Sign in as Process Server Administrator and select Administration > Channels Administrator.
    2. On the ION Channels tab, open the FSM ION Connector channel and select the Enabled check box.
    3. Click Save.
      Yes is displayed in the Active field.
    4. In the ION Inbox Receivers section, select Active for these receivers:
      • FSMLoadSupInvoice
      • FSMProcInvoice
      • FSMProcShipment
  9. Set up IDM for e-invoicing barcode generation:
    1. Add the FolioAuthorizationCode field in these locations:
      • BillingInvoicePrintListForIDM in Configuration Console
      • SampleBillingInvoiceIDMTemplate.xml
      • SampleBillingInvoiceIDMTemplate.docx in Infor Document Management Content Source
    2. In Property Editor, change the value of the FolioAuthorizationCode field to Pdf417.
    3. In the Billing Company, select the Invoicing Options tab and select the Use IDM Template check box.
    4. On the Document Templates tab, attach the billing invoice template that you created.
    5. Select a billing invoice and click Generate Invoice.
    6. Verify that the invoice is generated with a barcode in Document Management.
  10. Set up IDM for e-transport barcode generation:
    1. Add the FolioAuthorizationCode field in these locations:
      • WarehousePackingListforIDMDoc in Configuration Console
      • SamplewarehouseshipmentIDMTemplate.xml
      • SampleWarehousePackingListIDMTemplate.docx in Infor Document Management Content Source
    2. In Property Editor, change the value of the FolioAuthorizationCode field to Pdf417.
    3. In the Inventory Company, select the Document Templates tab and select the Use IDM Template check box.
    4. In the IDM Templates section, attach the warehouse shipment template that you created to the Warehouse Packing List field.
    5. Run Warehouse Packing List Print batch job for released shipments.
    6. Verify that the warehouse shipment is generated with a barcode in Document Management.