Infor M3 prerequisites for job-specific blanket agreements

To use job-specific blanket agreements, prerequisites must be met.
  • You must use Infor M3 multi-tenant cloud edition as your ERP.
  • You cannot add the same item to an agreement more than once.
  • Business chains are not supported.
  • Blanket agreements at the address or warehouse level are not supported.
  • Blanket agreements defined by item group are not supported.
  • Blanket agreements cannot include configurable items.
  • Agreed quantities are specified at the line level.
  • Infor M3 must be set up correctly. This table shows the minimum requirements:
    M3 Form Required information
    CO Type.Open (OIS010/J) Agreement check: 1-Customers agmnt

    Price orig seq: Ensure that the customer order type that you use with Rhythm includes a 6, which indicates that blanket agreement pricing is evaluated.
    Settings-Customer Order Entry (CRS720) Check Date: 1 - Order Date
    Customer.Open (CRS510/F)

    Qty Check: No Check

    Agr chk header: 3 Automatically

    Agr chk header: 3 Automatically

    Agr chk lines: 6-OH or manual
    Settings Batch Orders (OIS278)

    Source: A-API

    Bl Agr Search: Select this check box.

    Agr chk header: 0-Manual Entry

    Agr chk lines: 6 - OH or manual
    Cust Blanket Agreement (OIS060) Header: Select a customer with a start date and agreement type

    Agreement date: Specify a date that is equal to or before today's date.

    Status: 20-Final
    Cust Blanket Agreement. Open Lines (OIS061) Add the items, agreed quantities, and start dates. Ensure that the Status field is set to 20-Final
    Cust Blanket Agreement. Enter Prices (OIS062) Specify the price breaks for each item in the agreement