Automatic XML export

To enable a customer to automatically receive an XML document reporting the details of each new order, you must configure the following:

  • Prepare the application server and Gateway with the required XML request documents, style sheets, schemas and Gateway configuration. Ensure that your application server is running Infor e-Commerce with high (isolated) application protection. Each of these tasks requires direct access to the application server running Infor e-Commerce. Please contact your Infor e-Commerce developer or refer to the Infor e-Commerce Developer’s Guide for assistance.

  • Enable and configure the feature for each customer. This includes identifying the destination address, communication port (and thereby style sheet), request document, and authentication details.

  • Make sure that users from the relevant customer company can use the Gateway.

  • Configure the Gateway with the required requests for relevant user segment and establish segments as required.

Enabling automatic order export for a customer

Customers who wish to use the automatic XML export feature require a few extra configuration settings, which you make in the Customers area of the Business Center. You must specify the address to which the documents must be sent and specify the port that the Gateway must use. The port assignment tells the Gateway which style sheet to apply, thereby ensuring that the document sent back to the customer arrives using the correct format.

To make the required settings:

Configuring users for auto order export

Each time the auto-export feature is invoked, the application accesses the Gateway using the account of the user who submitted the order. This means that the user must be configured with access to the Gateway and that the Gateway must be configured to accept a download-order request (that is, a search request on the PreviousOrder business object) from that user. This also applies to any merchant user who must be able to re-send a failed order from the Users:Log Monitor area of the Business Center.

Therefore, the following elements must be in place before the auto-export feature works for a given user (and for the merchant administrator, you can use re-send):

  • The customer company to which the user belongs must be configured to use the auto-export feature.

  • The Gateway must be configured to accept a search request on the PreviousOrder business object from a segment to which the user belongs. The standard configuration allows this request from all users belonging to the "OrderExport_Automatic" segment, which is configured to include all users belonging to a customer for which auto-export is enabled.

    Note: To use re-send, the merchant user must have a role that includes the "Admin Export Monitor" feature element. Reseller users must never have roles with this element.
  1. Log on to the Business Center as a merchant administrator.
  2. In the B2B setup, click the Users:Customers B2B link in the navigator.

    In the B2C setup, click the Users:Customers B2C link in the navigator

  3. Locate the customer for whom you want to enable automatic XML export

    See Adding a customer. The Export area includes fields for configuring the order-export feature. For reseller customer, these settings affect the auto-export feature for that customer. (auto-export is not supported for users from the merchant customer).

  4. In the Export area, make the following settings:
    Setting Description
    Export Enabled Selecting this check box enables the auto-export feature. When selected, all orders submitted by users of this customer is forwarded as XML documents to the configured Export Address.
    Export Address The full URL for the address to which the XML orders should be forwarded for this customer. Start with "http://" (for example, "http://www.Customer.com/OrderImport/Import.jsp").
    User Number and Export Password If the server targeted by the Export Address requires authentication, you must specify the required account information here.
    Initial Order Status This controls the status assigned to the order inside the merchant’s Infor e-Commerce database. By default, all new orders have the status "Incoming", which indicates that the order has been received, but has not yet been printed or delivered. However, you may wish to give a special status to orders that are automatically submitted to the customer system. This enables even tighter interface (for example, to interface with a customer’s procurement system by selecting the order as "on hold" until an additional approval notice arrives from the customer system). Additional customization of Infor e-Commerce is required if you wish to provide this extra level of interface. If this feature is not used, set this value to "Incoming".
  5. Click Save to submit your settings.
  6. Click Back to return to the Customer Details page.

    Create any required style sheets and configure the XML Gateway to use them for communication over the port you have specified for each customer. See the Infor e-Commerce Developer’s Guide for details about configuring the style sheet applied for each port.