Infor PLM for Fashion User Guide

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About this guide
Application overview
About this product
Accessing the application
Managing your user account
Infor OS Portal updates
The application home page
PLM for Fashion widgets
Widgets overview and setup list
Widgets behavior and additional setup filters
Adding the PLM for Fashion widgets to workspace
Adding users
Adding user management security roles
Managing PLM for Fashion widgets
Product Monitor
Configuring Product Monitor widget
Monitoring products through Product Monitor widget
Notifications
Configuring Notifications widget
PLM for Fashion Comments
Configuring Comments widget
PLM for Fashion Critical Path
Configuring Critical Path widget
PLM for Fashion Tasks Monitor
Configuring Tasks Monitor widget
PLM for Fashion Request Monitor
Configuring Request Monitor widget
PLM for Fashion Item Search
Configuring Item Search widget
PLM for Fashion Product Image
Configuring Product Image widget
PLM for Fashion Bill of Materials
Configuring Bill of Materials widget
PO Summary per Style Color
Configuring the PO Summary per Style Color widget
PLM for Fashion Product Monitor
Configuring the Product Monitor widget
Managing advanced configuration tasks on PLM for Fashion widgets
Modify publishing configuration
Duplicate widget
Copy widget
Restore default widget configuration settings
Navigation
Grids
Toolbars
Panes
Context (right-click) menus
Keyboard shortcuts
Keyboard shortcuts for Style module
Keyboard shortcuts for Materials module
Keyboard shortcuts for Trims module
Signing out of the application
Personalization
Available themes
Personalizing grids
Language
Translating input data
Language generic lookup
Activating a language generic lookup
General application features
Attachments
Attaching files
Downloading attachments
Comments in old version
Comments in new version
Posting comments to records
Tagging comments
Viewing comments
Arranging comments in multi-level order by functionality
Refresh
Copy
Search
Using simple filters
Creating advanced filters
Export to Excel
Advanced Filter
Reports
Accessing generated reports
Generating reports
Report image tags and sequence
Configuring report images and report image sequence
Favorites
Creating favorites
Adding a public favorite to your list of favorites
Making a public favorite private
Generating report favorites
Setting up the application
Business rules
Types of business rule component
Creating a business rule
Adding an entity condition component
Adding a role condition component
Adding a required field component
Adding an action component
Specifying parameters for the Set Lookup Options type
Specifying parameters for the Abort type
Specifying parameters for the Set Read-only Fields type
Specifying parameters for the Set Read-only Row type
Currency
Creating currencies
Exchange rate
Creating exchange rates
Extended fields
Creating an extended field
Configuration management for local packages
Unit of measurement
Configuring UOM conversion settings
Generic lookup
Creating generic lookup items
Generic lookup types
On-demand loading of lookup values
Hierarchy
Setting up hierarchy
Deleting nodes
User-defined ID
Creating ID rules
Report template
Downloading the IDM Add-in for Microsoft Word
Creating or copying report templates
Granting users access to report templates
About report favorites
Creating a report favorite
Hiding the image control in reports
Units of measure (UOM)
Defining UOM conversion
Managing images and documents
Supported document file types
Viewing images and documents
Document type setup in document library page
Group document library items
Sort document library items
Create date filter
Adding images and documents to the library
Adding annotations to images
Editing document library items in card or list view
Customizing document library items displayed in card view
Viewing the where used products of document library items
Uploading images and documents from supported device
Liking document library images
Like document images and details
View users who have liked the document library item
Viewing restrictions
Downloading document library items
Creating product attributes
Color
Creating colors
Specifying color information
Adding images to colors
Modifying color values
Creating combination colors
Where Used
Using Where Used function for colors
Synchronize color details
Searching for colors
Using advanced filter in the Color action panes
Exporting colors
Color palette
Creating color palettes
Adding colors to a color palette
Copying a color palette
Dictionary
Defining dictionary items
Size
Creating sizes
Assigning characteristics to sizes
Creating size ranges
Creating size categories
Characteristic
Creating characteristics
Care instructions
Adding care symbols and instructions
Item type
Creating item types
Patterns
Creating a pattern
Project
Creating a project
Adding items to a project
Collaborating with partners
Preparing for collaboration with your partners
Partners
Identifying partners
Specify additional partner addresses
Adding contacts for the partner
Associate other partners to this partner company
Attaching files for a partner
Creating a favorite from a partner
Deleting partners
Exporting partner records to Excel
Setting up the application access of partners
Request
Limitations
Functionality limitations
Extensibility limitations
Requests sent to non-system partners
Creating requests
Request info clusters
Save and sending factors for request info clusters
Specifying information for sample requests
Specifying information for sample with cost requests
Specifying information for lab dips requests
Specifying information for cost requests
Additional Request information in Style Costing page
Specifying information for test requests
Specifying information for purchase order request
Item information fields
Recipient email content
Customizing items to include in the generated reports
Details column connections and considerations
Copying requests
Style – Sample Request
Style – Sample with Cost Request
Style – Cost Request
Material – Lab Dip Request
Style/Material/Trim – Test Request
Sending requests
Bounce back emails
Mass creating requests
Advanced filtering for requests
Request Item Mix
Manage Request Item Mix colors
Test
Creating tests
Standard
Creating standards
Add tests to a standard from the Test library
Create tests for a standard
Supplier compliance
Creating supplier compliance templates
Request template
Creating a request template
Flex query view for partners
Tracking
Creating tasks
Creating task lists
Creating milestones
Critical path
Creating critical paths
Calendar view
Managing basic module records
Group items by column
Customize grid views
Developing styles
Managing styles
Creating styles
Creating SKUs for a style
Creating style packs
Specify pack details
Specify pre-pack details
Save personalized style pack views
Generate style pack reports
Advanced filtering for styles
Following up on styles
Attaching files for a style
Defining style attributes
Assigning dictionary items to a style
Assigning colorways to a style
Adding colorways through the Color library
Defining colorways on the Colorways page of a style
Adding colorways through the Color Palette
Adding carryover colors in colorways
Viewing card view by colorways
Assigning sizes to a style
Creating size range types
Deleting a size range
Adding images to a style
Assigning characteristics to a style
Assigning partners to a style
Assigning multiple partners to multiple styles
Defining style measurements
Point of measure
Creating points of measure
Replacing points of measure
Where Used pane
Grade rule
Creating grade rules
Adding POMs to a grade rule
Assigning POMs to a grade rule
Creating POMs in a grade rule
Adding mass measurement values to a grade rule
Specifying style measurements
Creating POMs on the Measurements page of a style
Adding POMs from a grade rule
Adding POMs from the POM library
Adding POMs
Adding measurement values
Adding mass measurement values
Changing the priority of a POM
Searching for POMs
Adding existing POM lines to measurements of a style
Creating sample measurements
Updating and copying approved or rejected sample pages
Sample page update scenarios
Defining the bill of materials (BOM) of a style
Creating the bill of materials
Adding BOM items based on composition
Material or trim fields that are related to style BOM
Managing BOM versions
Create a new BOM version
Copy a BOM version
Copy BOM items
Default BOM versions on manually created cost columns
Replacing BOM lines
Disable value replacement in Placement field
Mass replacing BOM items
Adding colors to multiple BOM lines simultaneously
Applying colorways to BOM line rows
Adding BOM lines that are copied from other BOM lines
Viewing component type record from BOM line
Downloading BOM line images
Adding color text
Tracking BOM line updates
Modifying BOM sync condition for supplier-related fields
Defining the bill of operations (BOO) of a style
Defining operations
Creating operation lists
Creating the bill of operations
Defining style costing
Defining cost elements
Creating cost models
Creating cost elements on the cost model details page
Adding cost elements
Defining cost element properties
Creating cost elements on the Costing page of a style
Cost mapping for Wholesale Price and Wholesale Price Margin
Assigning a cost model to a style
Adding cost elements to a style costing
Calculating style costing
Adding costing columns
Adding costing for style colors
Copying cost column values
Testing style compliance
Adding compliance tests to a style
Defining compliance tests for a style
Integrating styles with ERPs
Defining care instructions of a style
Assigning care instructions to a style
Defining non-editable care instructions
Adding trim labels from a BOM
Creating labels on the Care & Content page of a style
Importing care information from component items and the main BOM version of a style
Import care information
Editing in the style grid view
Copying a style
View the copied style record source
Creating style variant
Scenarios
Configuring the copy and variant attachment setup
Mass creating styles
Cancel mass-created tasks
Mass updating styles
Customizing details when copying and updating styles
Set up details to copy and update
Style carryover
Creating a style carryover
Creating mass style carryover
Integration of style carryovers
Adding patterns for a style
Adding markers for a style
Audit log for a style
Managing templates
Creating templates
Defining favorite templates
Copying a style using a template
Creating a style variant using a template
Deleting a template
Viewing style images
Viewing style 3D images
Adding sourcing data in styles
Sourcing factors
Sourcing evaluation status factors
Developing materials
Creating materials
Creating SKUs for a material
Defining material attributes
Assigning colorways to a material
Adding colorways to a material
Adding colorways to a material through the Color Palette
Assigning images to a material
Assigning characteristics to a material
Assigning care symbols to a material
Assigning partners to a material
Material / Where Used
Specifying material construction
Defining knit construction of a material
Defining woven construction of a material
Defining yarn construction of a material
Testing material compliance
Adding compliance tests to a material
Defining compliance tests for a material
Integrating materials with ERPs
Attaching files for a material
Copying a material
View the copied material record source
Mass replacing materials in BOMs
Searching for materials
Advanced filtering for materials
Developing trims
Creating trims
Creating SKUs for a trim
Defining trim attributes
Assigning colorways to a trim
Adding colorways to a trim
Adding colorways to a trim through the Color Palette
Assigning sizes to a trim
Assigning images to a trim
Assigning characteristics to a trim
Assigning care symbols to a trim
Assigning partners to a trim
Specifying extra details
Testing trim compliance
Adding compliance tests to a trim
Defining compliance tests for a trim
Trim / Where Used
Integrating trims with ERPs
Attaching files for a trim
Copying a trim
View the copied trim record source
Mass replacing trims in BOMs
Searching for trims
Advanced filtering for trims
Using the application as partner users
Acknowledging requests
Providing requested information
Providing information for sample requests
Providing information for sample with cost requests
Providing information for lab dips requests
Providing information for cost requests
Providing information for test requests
Using the extension for Adobe Illustrator
About this extension
Limitations
System requirements
Accessing the extension
Navigating through records
Filtering records
Created by filter
Sorting records
Searching for records
Updating records
Managing style records
Viewing style BOM details
Copying a style record
Creating materials from the extension
Creating trims from the extension
Copying a trim record
Managing drawings and images
Creating images from multiple layers
Tagging layers as image categories for a master image
Adding colors from the extension
Adding colors through the color palette
Adding colors through the color library
Creating templates
Configuring extension settings
Using the flex query view
Creating a flex query view
Adding a filter
Using the Column Chooser
Executing the query
Exporting to an XML file
Exporting query to an Excel file
Exporting to an Excel file from list view
Exporting to an Excel file from details view
Generating reports from a flex query view
Generating reports from a flex query view details page
Generating reports from a flex query view list page
User tags
Tagging users, user groups, partners, or partner groups
Exporting list to Excel
Customizing style field labels in different languages
Customizing the labels of user-defined values in materials
Line planning
Before you begin
Generating line plans
Viewing styles included in line plan header
Removing items in line plan
Viewing line plan lines
Using configurable columns
Configuring columns
Exporting to Excel
Made2Flow integration
Enabling Made2Flow integration
Enabling sustainability information on Style entity records
Running Made2Flow connection
Viewing sustainability information of style records
Infoclusters with Made2Flow integration
Integration limitations
Background tasks for Made2Flow
Running batch integration to multiple styles
Data Lake migration
Migrating IPLMF data to Data Lake
Data Lake migration factors
Viewing Data Lake Excel integration report
Publishing records to Data Lake
Lakehouse
Downloading models and views for Lakehouse
Setting up sample data orchestration flows
Creating models in Lakehouse
Import Lakehouse models
Create tables in Lakehouse
Create views in Lakehouse
Create scripts in Lakehouse
Working with user exits
User exit parameters
Managing user exits
Creating a user exit in JavaScript or C# script
Uploading a user exit
Running a user exit
Style followup workflow parameters
Field input styles for IPLMF modules
Style
Material
Trim
List of fields involved for BOM replace action
List of Style BOM fields for business rules
List of Style BOM Line fields for business rules
Generated file format for reports
List of supported fields for basic filters
List of supported searchable fields for partners
List of supported fields for advanced filters
List of supported searchable fields for colors
List of supported searchable fields for materials
List of supported searchable fields for trims
Supplier Purchase Price and Supplier Purchase Price Currency computation
XSL file reference
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