Setting Integration Parameters

  1. Open the Integration Parameters form.
  2. Select the integration for which you are setting BOD parameters:
    • Inforce
    • Infor CRM
    • SX.e
  3. On the General tab, select the default settings to use for these fields:
    • Cost Method
    • Inventory Adjustment
    • Miscellaneous Receipt Reason Code
    • U/M
    • Bank Code
    • Terms Code
    • Salesperson Classification
  4. For an SX.e integration, specify this information on the SX.e tab:
    Company Number

    Specify the company number provided by Distribution SX.e.

    Alphanumeric Ship To Starting Number
    Specify the starting integer value to use when the Distribution SX.e ShipTo value is alpha numeric.

    The default value is zero. You must reset the value before the initial BOD load to retain the numeric Distribution SX.e ShipToID in Service Management. For SX.e Alpha numeric ShipTo, the system assigns the next available Service Management customer ship to number that is greater than or equal to the starting number specified on this form. However, if the value of the Distribution SX.e ShipTo ID is numeric but greater than the starting number specified or the number already exists in Service Management, it will be treated as alpha numeric.

    Logical ID
    Specify the logical ID that you used in Ming.le for the SX.e integration.
    Web Service URL
    Specify the web service URL provided by Distribution SX.e.
    Connection Spring
    Specify the connection string provided by Distribution SX.e.
    User ID
    Specify the user ID provided by Distribution SX.e.
    Password

    Specify the password provided by Distribution SX.e. The password is encrypted and is displayed as asterisks.

    Confirm Password
    Specify the password.
    ION API Credentials
    Specify the authentication information used to connect to ION API that you obtained in ION. See the Infor Distribution SX.e Integration Guide for CloudSuite Field Service and Infor Service Management for more information.
    Salesperson Selection
    Select whether you want to use the internal SX.e salesperson on the sales order or an external salesperson.

    When Internal is selected, the salesperson or customer ship-tos are updated with the internal SX.e salesperson from the CustomerPartyMaster/ShipToPartyMaster BOD when the BOD is received from SX.e. When External is selected, the external salesperson is used instead.

  5. Click Save.
When the SX.e integration is enabled, the salesperson commission, sales PTD, and sales YTD are not calculated.