Logistic Tables overview

Data involved in the storage, processing, and movement of products and services is maintained in the Logistic Tables. To maintain data under Logistics Tables, see Maintaining data in Logistic Tables.

Carriers data

Carriers data contains the information of your company’s transport services provider. A Carrier can be linked to both ship-to and ship-from from an existing business. The system uses this information to route shipments. Carriers may also be referred to as Forwarding Agents or Logistics Service Provider.

In some countries, a Carrier, regarded as Business Partner, must have an existing tax ID or fiscal number.

Countries data (T)

Countries data uses information based on International Organization for Standardization (ISO) 3166-1 alpha-2 values to ensure consistent integration between Infor products. Countries information is part of the data that you must set up for tax reporting. Countries, together with State and City data, can be used to define tax search definitions.

If operating in Brazil, you may also define the Banco Central do Brazil (BACEN) code that is used to identify a country or region.

Departments data (T)

Departments can be created and sorted as Purchase Office, Sales Office, and so on. Each department can represent a branch office of the company. Usually, each department has a different address and associated fiscal number. The Department Data is generated through LocationDepartment BODs.

You can define multiple departments or offices for each Department type. However, you should only use the Department on your transactions that are based on its nature. For example, Sales Office can only be used to sell goods and cannot be used to procure materials.

These Department types are available in this session:

  • Sales Office

    A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. You can create separate sales offices that deal with sales of different products, sales to different market segments, and so on.

  • Purchase Office

    A department responsible for procurement of materials and services that are needed by your organization.

  • Service Department

    A department that issues Service Contracts, Service Orders, and so on.

  • Work Center

    A specific production area consisting of one or more people or machines with identical capabilities, which can be considered as one unit for purposes of the capacity-requirement planning and detailed scheduling.

  • Accounting Office

    A department that a financial company uses to group financial data on a more detailed level.

  • Shipping Office

    A department that is responsible for the transportation of goods to warehouses. When goods are moved from or to a warehouse, the responsible shipping office plans the transportation of these goods or subcontracts the transportation of the goods.

Number Groups data (T)

A Number Group is a group of first free-number series that you can assign to a specific use. All the numbers, which an Infor ERP generates in the number groups that are dedicated to the same purpose, are unique. For example, you can assign a number group to any of these documents or records:

  • Business Partners

  • Addresses

  • Sales Orders

  • Service Orders

  • Purchase Orders

You can assign a number group to only one type of document or record. For each number group, you must define these values:

  • One or more series codes

  • The length (number of characters) of the series code

  • The starting number (the first free number) of each series

Within a number group, you can define multiple series. Each series is identified by the series code. The series numbers that Infor ERP generates consist of the series code followed by the first free number in the series. Series codes of the same number group have the same length.

First Free Numbers data (T)

First Free Number is the first available number within a series. The system numbers the orders and documents of other records sequentially by using the first free number in the series. For example, when you generate shipments, business partners and so on, this number is offered by default. Series enables you to group orders of the same type by assigning order numbers that start with the same figures. You can add and remove series, specify the starting number, and block a series for use. You cannot change a series code.

Projects Data

In the Tax Engine, you can maintain Projects, which you can associate to your inbound and outbound transactions. Projects can also be used as parameters when you create your Searches.

Item Groups data (T)

Item Groups are group of items with similar characteristics. The item group is used in combination with the item type to set up item defaults. Item Groups are also used as Search criteria and as sorting criteria to suit your company’s requirements.

For example, item grouping can be any of the following:

  • Product Type

  • Product Class

  • Product Line

  • Selection codes

When creating Search definitions, you can also use Item Groups to automatically provide fiscal data suggestions when processing your Fiscal Documents.

Product Types data (T)

Product types are user-definable item-grouping data that is used as a sorting and selecting criterion. The product type is intended for classifying items with similar characteristics or attributes.

For example, you can maintain Product Types as:

  • Raw Materials

  • Packing Materials

Units data (T)

Unit is the physical quantity in which an item or good is managed by your company. Unit data in Tax Engine uses information based on ISO code for measurement units to ensure consistent integration between Infor products. Unit data must be created first in the Engine before publishing the ItemMaster BODs from ERP.

Warehouses data (T)

Warehouses are physical locations that are associated with data or transaction. To process sales order transactions, you should define at least one warehouse for each company or branch. For each warehouse, you can specify address data and data relating to its type. The Warehouse address must be related to Department address on a sale process. A Warehouse and a Department must have the same fiscal number (Tax identifier). For example, a Sales Department with a registered address in Manchester, United Kingdom can have one or more Warehouse records having the same address. When processing an Inbound or Outbound fiscal document, the system validates the associated addresses of the Department and Warehouse used.

The Warehouse Data is generated through the Location BODs of type Warehouse.