Publish Order Management Transactional Data (tdbod0200m000)

Use this session to publish Procurement, Sales, and CRM LN data to Infor ION for transfer to other software applications.

The following Procurement, Sales, and CRM data can be published:

  1. Requisitions
  2. RFQs
  3. Sales quotations
  4. Purchase quotations
  5. Contracts
  6. Purchase receipts
  7. Purchase orders
  8. Purchase order returns
  9. Purchase releases
  10. Opportunities
  11. Sales orders
  12. Sales order returns
  13. Sales material releases
  14. Sales shipping releases
  15. Inventory consumptions
  16. Vendor ratings

Usually, you publish data from this session once. However, if errors occur during the publication process or if other software applications need a new set of data, you can rerun this session.

Note: 
  • The tabs in this session represent the nouns in a Business Object Document (BOD).
  • Use the Select All button to select all check boxes and the Clear All button to clear all check boxes in this session.
  • Publishing is not target specific, which means messages are delivered to all subscribers.

Field Information

Options
Mode
Count

Data is not published, but counted. The number of records is displayed on the report.

Simulate

A report is generated that simulates the publication of data. The transfer of data is only displayed, not processed.

Note: The entire XML message is composed and saved in the Infor ION outbox. However, the transaction is aborted and not committed as in the real situation. This allows you to view and solve the errors that are displayed on the report before you publish your data.

Publish

Data is published.

Size

The number of records that must be simulated.

If you enter a value of 100, the first 100 records that fall within the selection criteria must be simulated.

Default value

The default value is zero, which means all records that fall within the selection range are simulated.

Company

The company range for which the data must be published.

Use Verb

Specify what is published.

Allowed values

Use Process/Sync Verb

Based on the routes in Infor ION, the session publishes Process or Sync BODs.

Use Show Verb

The session publishes Show BODs.

Logical ID(s)

Show BODs do not use ION routes and are sent directly to other applications. Use this field to specify the logical ID(s) of the receiving application.

Logging

If this check box is selected, published BODs are logged.

Output

Specify the log output.

Allowed values

DocumentID

Only the IDs of the published BODs are logged in a file.

BOD

The entire XML file is logged for the published BODs.

Single XML-file per BOD

If this check box is selected, a separate log file is generated for each published BOD.

If this check box is cleared, one log file is generated with the xml of all published BODs.

Note: This check box is only available if the Output is BOD.
Location

The server or client to which the output files must be written.

Directory

The directory on the server or client to which the output files must be written.

Status

The status of the sales order.

Allowed values

Suspended

The order is being created or handled by another application/process and cannot be maintained.

Sales orders with an origin other than Manual can obtain this status.

Free

An order obtains this status if:

  • The order is created, or confirmed from a Suspended status.
  • All lines of an approved sales order are deleted.

A free order waits for approval.

Approved

The order is approved.

Approval can be done using Approve Sales Orders (tdsls4211m000) session.

When the order is approved the sales order line activities (tdsls4534s000) can be performed. The next activity can be performed automatically, if the sales order is approved.

Modified

An order obtains this status if:

  • Order lines are added, changed, canceled, or deleted after the order is approved. Or directly related objects, such as component lines (tdsls4163m000) or Material Price Information (tcmpr1600m000), are changed after the order is approved.
  • A blocked sales order is unblocked.
  • Order header is changed.
  • A modified sales order must be approved again, before you can continue with the sales order procedure.

A modified sales order must be approved again.

In Process

The order can be at various stages in the delivery procedure.

When the first activity of a sales order line is successfully performed, the status of the sales order is set to In Process.

Most common activities are Print Sales Order Acknowledgements (tdsls4401m000), Release Sales Order to Warehousing (tdsls4246m000), Release Sales Orders to Invoicing (tdsls4247m000) and Process Delivered Sales Orders (tdsls4223m000).

Closed

All steps in the order procedure are executed for the sales order type.

The last activity for each sales order line is Process Delivered Sales Orders (tdsls4223m000). When this activity is successfully performed for every sales order line of a sales order then the status of the sales order can be set to Closed.

A closed order can be modified only if a change must be done then the Reopen Closed Sales Order action must be perfomed and the status of the sales order is set to In Process.

Canceled

All lines in the order are canceled and are no longer available for further execution.

An order can be canceled using the Cancel Sales Order (tdsls4201s300) session.

Blocked

The order is blocked and is (temporarily) not available for further execution.

The status blocked can be set manually using the Block Order (tdsls4120ms000) session or a result of a check, like the credit limit check.

Released

A technical/temporary status during the release to warehousing activity.

Requisition
Requisition

If this check box is selected, purchase requisitions are published.

RFQ
RFQ

If this check box is selected, requests-for-quotation (RFQs) are published.

Quote
Quote

If this check box is selected, sales quotations are published.

SupplierQuote
SupplierQuote

If this check box is selected, purchase quotations are published.

Contract
Supplier

If this check box is selected, purchase contracts are published.

Customer

If this check box is selected, sales contracts are published.

ReceiveDelivery
Purchase

If this check box is selected, purchase receipts are published.

PurchaseOrder
PurchaseOrder

If this check box is selected, purchase orders are published.

SupplierRMA
SupplierRMA

If this check box is selected, purchase return orders are published.

SupplierSchedule
SupplierShipmentSchedule

If this check box is selected, shipping schedules and sequence shipping schedules are published.

SupplierPlanningSchedule

If this check box is selected, material releases are published.

Opportunity
Opportunity

If this check box is selected, opportunities are published.

SalesOrder
SalesOrder

If this check box is selected, sales orders are published.

CustomerReturn
CustomerReturn

If this check box is selected, sales return orders are published.

PlanningSchedule
PlanningSchedule

If this check box is selected, sales material releases are published.

InventoryConsumption
InventoryConsumption

If this check box is selected, consumptions are published.

LnVendorRating
LnVendorRating

If this check box is selected, vendor ratings are published.

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