Infor Supplier Exchange Customer Online Help

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Supplier Onboarding

Managing Ranges

Adding or modifying Ranges

Managing Agreements

Adding or modifying agreements

Managing Certificates

Adding Certificate

Managing Business Types

Adding the type of business

Adding site type

Managing Tax ID Types

Adding Tax ID Type

Managing Flex fields

Creating or Modifying Flex fields for Supplier/Vendor onboarding process

Category Management

Creating Category Tree

Importing the categories from an XML file

Importing the categories from part groups

Onboarding data setup

Creating or modifying the Onboarding setup

Creating Terms and Conditions

Customizing Onboarding messages

Configuring Email Templates

Creating Email Template

Customizing Onboarding Instructions

Setting up the approval process for supplier onboarding application

Onboarding Application

Onboarding Invitations

Managing the onboarding invitations

Creating a vendor/supplier invitation

Managing the Received applications

Reviewing the Received Application details

Reviewing Vendor Category

Tracking the history of onboarding application events

Reviewing the history of customer modified information

Surveys Approval Workbench

Managing the Surveys Approval Workbench

Reviewing and Evaluating the Survey responses

Evaluating the Survey

Managing Sites Approval Workbench

Approving or Rejecting Sites

Application Approval Workbench

Managing the application Approval Workbench

Signing off the application

Reviewing the Company Information

Reviewing the contact details

Reviewing the bank details

Reviewing the Application Survey details

Reviewing the site details

Reviewing the categories

Reviewing the vendor details

Assigning the proxy users to Categories

Schedules and requirements

Defining the search criteria for Releases

Adding requirements

Shipment Information

Modifying requirement information for a schedule

Demand Net Change

Viewing Net Change chart for a part

Discrete Purchase Orders

Defining the search criteria for Discrete Purchase Orders

Purchase Order List

Purchase Order Line Item

Negotiating the discrete purchase order line item

Generating PDF files for Discrete PO summary

Create staged schedules

Creating staged schedule

Specifying the staged schedule information

Manage staged schedules

Defining the search criteria for staged schedules

Staged Schedules List

Modifying the Staged Schedule Information

Modifying the Staged Schedule details

Published Staged Schedules

Discrete POs Line View

Defining the search criteria for Discrete PO Lines

Reviewing the Purchase Order List

Blanket Purchase Orders

Defining the search criteria for Blanket Purchase Orders

Blanket Purchase Order List

Blanket Purchase Order

Blanket Purchase Order Line Item detail

Defining the search criteria for Demand Summary

Viewing the Demand Summary

Schedule Weekly Summary

Defining the search criteria for Schedules Weekly Summary

Viewing Schedules Weekly Summary report

Proposed Purchase Orders

Creating the Proposed Purchase Order

Creating the proposed purchase order line item

Defining the search criteria for Proposed PO management

Proposed PO Management List

Proposed Purchase Order

Negotiating the Proposed Purchase Order

Proposed Purchase Order Line Item

Modifying the Proposed Purchase Order line item

Defining the search criteria for Proposed Purchase Order Console

Proposed Purchase Order Console

Defining the search criteria for Kanban console

At Supplier Signals

In-Transit Signals

In-House Signals

Consumed Signals

Parts and pull signal

Viewing Pull Signals and Print Labels

Defining the search criteria for Kanban Parts and Pull Signals

Modifying the Kanban part inventory

Kanban Part List

Printing bar code labels for Kanban Parts

Defining the search criteria for Kanban parts

Kanban Existing Parts

Creating or modifying Kanban Parts

Supplier managed inventory

Defining the search criteria for Supplier Managed Inventory Console

Supplier Managed Inventory part In-Transit Data

SMI suggested ship calculation details

Defining the search criteria for SMI part history

SMI Part History

Defining the search criteria for SMI Part Usage

Supplier Managed Inventory Part usage

Defining the search criteria for SMI Part Summary

Supplier Managed Inventory Part Summary

Supplier Managed Inventory parts

Defining the search criteria for SMI part

SMI Part Setup List

Creating a Supplier Managed Inventory part

Modifying the Supplier Managed Inventory part

Inventory Activity Report

Defining the search criteria for Inventory Activity Report

Reviewing the list of inventory activity report

Reviewing the Inventory Activity for a part

Defining the criteria for CUM Reset

Required history

Defining the search criteria for CUM required history

CUM Required History List

Shipped history

Defining the search criteria for CUM shipped history

CUM Shipped History List

Ahead Behind Report

Defining the search criteria for Ahead Behind Report

Ahead Behind Report List

High Fab/Mat CUM report

Defining the search criteria for High Fab/Mat CUM report

High Fab/Mat CUM Report List

Shipment adjustment

Specifying the shipment adjustment information

Defining the search criteria for CUM Receipts

CUM Receipts Year-to-Date

Advance Ship Notices

Allow Shipment against Non-Stock items

Viewing an advance ship notice

Defining the search criteria for Advance Ship Notices

Advance Ship Notices list

Advance Ship Notice

Receipts by Shipment

Advance Shipment Notice History

Select Document Type for shipping document

Shipper history

Defining the search criteria for Shipper History

Authorized Excess Transportation Cost

Replying to an authorized excess transportation cost request

Accepting or rejecting an AETC Request

Defining the search criteria for AETC Requests

Fulfillment strategies

Reprint/purge labels

Defining the search criteria to Reprint/Purge Labels

Shipment History report

Generating Shipment History report

Shipping history

Defining the search criteria for Shipping History

Parts Shipping History

Part Shipping History

Global Track and Trace

Shipment Tracking

Shipment tracking console

Viewing the In-Transit console

Viewing the In-Transit history of a shipment

Updating a checkpoint

Defining the search criteria for Shipment Tracking Console

Shipment Tracking Console

Defining the search criteria for Shipment Status Update

Shipment History

Checkpoint Details

Inventory Projection

Defining the search criteria for Inventory Projection Console

Inventory Projection Console

Inventory Levels

Creating or modifying Long-Distance Shipments

Route Templates

Defining the criteria for Route Templates

Route Templates

Defining the Route Template

Adding checkpoint details

Modifying the Route Template

Modifying check point information for shipment

Inventory Projection Indicators

Adding or modifying Inventory Projection Indicator

Shipment Managers

Shipment Managers

Adding or modifying Shipment Managers

Creating a Receipt

Defining the search criteria for Receiving History

Parts Receiving History

Part Receiving History

Receipt management

Defining the search criteria for receipts

Reconcile receipts to ASN

Defining the search criteria for Reconcile to ASN receipts

Reconcile to ASN receipts

Receipt Reconcile Detail

Return Material Authorization

Defining the search criteria for Return Material Authorizations

Return Material Authorization

Returned Lots and Serials

Self-billing invoices

Defining the search criteria for Self-Billing Invoices

Self Billing Invoices

Self Billing Invoice

Remittance advice

Defining the search criteria for Remittance Advices

Remittance Advice List

Remittance Advice Detail

Supplier remittance summary

Defining the search criteria for Supplier Remittance History

Supplier Remittance History

Invoice profile

Managing Invoice Profile

Defining or modifying invoice tax qualifier information

Defining or modifying invoice tax code

Defining or modifying invoice tax exempt information

Billing Information

Defining or modifying invoice Billing Information

Invoice Surcharge

Defining or modifying invoice surcharge

Invoice maintenance

Viewing invoices

Invoice Line Item

Defining the search criteria for invoices

Accepting or rejecting an invoice

Parts Billing History

Viewing parts billing history

Defining the search criteria for Part Billing History

Parts Billing Summary

Part Billing History

Generating part billing history report

Suppliers billing history

Defining the search criteria for Supplier Billing History

Supplier Billing Summary

Supplier Billing History

Generating supplier billing history report

Defective material notices

Defining the criteria to create DMN

Creating the Defective Material Notice

Manage Defective Material Notices

Defining the search criteria for Defective Material Notices

Defective Material Notices

Modifying the Defective Material Notice

Deleting defective material notices

Adding claim code to the DMN

Adding or modifying disposition details for DMN

View DMN summary

Defining the search criteria for DMN Summary

Defining the search criteria for DMN codes

Defective material notice codes

Adding or modifying Defective Material Notice Reason Code

Defect Source Codes

Adding or modifying Defective Material Notice Source Code

Disposition Code

Adding or modifying Defective Material Notice Disposition Code

Adding or modifying Defective Material Notice Claim Code

View Defective Material Notice

File extensions

Sending documents

Receiving documents

Receive File Status

Delete Files page

Defining the search criteria for File Status

File Status Detail

File Preview page

Creating Host Profile

Modifying Host Profile

Document profiles

Document Profiles

Creating or modifying the Document Profile (Host)

Creating or modifying the Document Profile (Email)

Remote processing

Remote Process List

Defining or modifying the remote process

Defining or modifying the remote process parameters

Transfer schedules

Managing Transfer Schedule

Gateway Instances

Defining the gateway instance

Modifying the gateway instance

Trading partners

Defining the search criteria for Trading Partner Record

Trading Partner Records

Creating or modifying EDIFACT/Odette Trading Partner Record

Creating or modifying VDA Trading Partner Record

Creating or modifying X12 Trading Partner Record

Export Scheduler

Defining Export Schedule

Export Schedule List

Delivery performance reviews

Create delivery performance review

Defining the criteria to create Delivery Performance Review

Creating the Delivery Performance Review

Adding claim code to a Delivery Performance Review

Defining the search criteria for Delivery Performance Reviews

Delivery Performance Reviews

Modifying the Delivery Performance Review

Delivery Performance Review

Delivery Performance Review summary

Defining the search criteria for DPR Summary

Delivery Performance Review reason codes

Defining the search criteria for DPR Reason Codes

DPR Reason Code List

Creating or modifying the DPR Reason Code

Delivery Performance Review claim codes

Defining the search criteria for Delivery Performance Review Claim Codes

DPR Claim Code List

Creating or modifying DPR claim codes

Supplier performance

Defining the criteria to generate metrics

Generating Metrics

Defining the criteria to modify metric scores

Entering scores

Modifying the supplier performance metric rating

Publishing Metrics

Defining the criteria for Supply Chain Performance report

Supply Chain performance report for a category

Viewing the Supplier Exception report

Supplier Summary

Ship To Locations List

Ship From Locations List

Demand Combinations List

Defining the criteria for supplier performance report

Supplier Report Card

Supplier Report Card for Category

Metric Settings

Modifying the metric scores

Modifying the scores for overall supplier rating

Metrics components

Defining the Metrics Components

Supplier Usage Dashboard

Defining the search criteria for Supplier Usage Dashboard

Parts per million

Parts Per Million Search Criteria

Defining the search criteria for Parts Per Million summary

Parts Per Million Summary

Defining the search criteria for Parts Per Million Defect History

Defining the search criteria for Parts Per Million Receiving History

Receiving History

Document management

Defining the search criteria for Documents

Creating or modifying a document

Customer Documents

Uploading new version of the document

Suppliers Responded

Supplier Documents

Production part approval process

Defining the criteria to create a Production Part Approval Process

Creating or modifying the Production Part Approval Process

Adding or modifying PPAP discrepancy information

Adding the reason code to PPAP

Defining the search criteria for Production Part Approvals

Manage Production Part Approvals

PPAP Setup Rejection Codes

Rejection Code list

Defining or modifying the PPAP Rejection Code

Premium freight

Premium freight reports

Create Premium Freight Authorization

Defining the criteria to create Premium Freight Authorization

Creating the Premium Freight Authorization

Defining the search criteria for Premium Freight Authorizations

Premium Freight Authorizations

Modifying the Premium Freight Authorization

Close Premium Freight Authorization

Defining the search criteria for Closed Premium Freight Authorizations

Published and Closed Premium Freight Authorizations

Premium Freight Authorization history

Defining the search criteria for Premium Freight Authorization History

Premium Freight Authorization History

Premium Freight Authorization

Trend Analysis report

Defining the search criteria for Premium Freight Trend Analysis

Viewing the Premium Freight Trend Analysis report

Cost Analysis report

Defining the search criteria for Premium Freight Cost Analysis

Viewing the Cost Analysis report

Freight carriers

Managing Premium Freight Carriers

Premium freight reason codes

Managing Premium Freight Reason codes

Managing the Survey types

Adding or modifying a survey type

Managing the surveys

Creating a survey

Managing Survey questions

Adding or modifying the survey questions

Issuing the surveys to the existing suppliers

Survey Evaluations

Managing the Survey Evaluation list

Reviewing responses for surveys

Reviewing the Responses of a Survey

Personal account setup

Alert Configuration

Purchase Order Alerts

Premium Freight Alerts

Electronic Data Interchange Alerts

Miscellaneous Invoices Alerts

Inventory Projection Alerts

Shipment Tracking Alerts

Outside Processing Alerts

CUM Management Alerts

Proposed Purchase Order Alerts

Production Invoice Alerts

Supplier Onboarding Alerts

Document Management Alerts

Survey Response Alerts

Alert Configuration: Product Groups

Event Management console

Releases Past Due

Releases Due Today

Releases Due Within 7 Days

Emergency Requirements

Open Premium Freight Authorizations

Releases Exceeded Net Change

SMI Parts Over Maximum Quantity

SMI Parts Under Minimum Quantity

Releases Not Viewed

Purchase order events

Purchase Order Line Past Due

Purchase Orders With Rejected Items

Purchase Orders With Backordered Items

POs with Resupply items

Shipment events

Shipments Pending

ASNs Published Today

In Transit Shipments

Premium Freight Authorizations Shipped Today

Premium Freight Authorization shipped in the Last 7 Days

Premium Freight Authorization Staged for Shipment

Supplier events

Suppliers Registered

Suppliers Not Registered

Suppliers Have Not Logged on in the Past 7 Days

Suppliers Have Logged on in the Past 7 Days

Suppliers Have Sent ASN in the Last 7 Days

Suppliers Have Not Sent ASN in the Last 7 Days

Certificate Expiry Last 7 Days

Agreements Expiry Last 7 Days

Receipts Published Today

Receipts Published in the Last 7 Days

Receipts for Shipment with Discrepancies

Receipts without ASN

Problem reporting events

DPRs to be Published

DPRs Published Past 7 Days

DPRs with Response to be Reviewed

DPRs with Late Response

DMNs to be Published

DMNs with Late Response

DMNs with Containment Response to be Reviewed

DMNs with Corrective Response to Be Reviewed

PPAPs Ready to be published

Miscellaneous Invoices Published Today

Miscellaneous Invoices Published Past 7 Days

Miscellaneous Invoices Republished Today

Miscellaneous Invoices Republished Past 7 Days

Miscellaneous Invoices Cancelled Today

Miscellaneous Invoices Cancelled Past 7 Days

Production Invoices Published Today

Production Invoices Published Past 7 Days

Production Invoices Cancelled Today

Production Invoices Cancelled Past 7 Days

Production Invoices Republished Today

Production Invoices Republished Past 7 Days

Production Invoices Deleted Today

Production Invoices Deleted Past 7 Days

Outside processing events

Proposed PO events

PPOs created in the last 7 days

Supplier Response Past Due

Response required

PPOs Rejected by Supplier

Document management events

Documents Not Responded

Documents With Late Responses

Document(s) Expired

Document(s) Expiring in 1-10 days

Document(s) Expiring in 11-30 days

Document(s) Expiring in 31-60 days

Document(s) Expiring in 61-90 days

Lowest Bids Submitted

Quotes Submitted

Supplier Opts Out

Surveys Pending for Evaluation

Surveys responses Expired

Survey responses expiring

Surveys Rejected

Onboarding Events

New Invitations

Pending invitations

Invitations Declined

Applications Submitted

Application on hold

Application Approved

Application Rejected

Certificates Expired

Certificates Expiring

Agreements Expired

Agreements Expiring

Supplier contact information

Creating or modifying a Product Group

Copying a Product Group

Part Discrepancies

Supplier groups

Supplier Groups

Creating or modifying Supplier Group

Copying Supplier Group

Security questions

Specifying security questions

Supplier Mandatory Alerts

Supplier Mandatory Alerts

Purchase Order Alerts

Premium Freight Alerts

Defective Material Notice Alerts

Remittance Advices Alerts

Miscellaneous Invoices Alerts

Self Billing Invoices Alerts

Delivery Performance Review Alerts

Supplier Managed Inventory Alerts

Production Part Approval Process Alerts

CUM Management Alerts

Proposed Purchase Order Alerts

Production Invoice Alerts

Document Management Alerts

Blanket Purchase Order Alerts

Return Material Authorization Alerts

Supplier Mandatory Event Management Console

Purchase Order events

Shipment events

Receipts events

Messages events

Problem Reporting events

Outside Processing events

Proposed Purchase Order events

Document Management events

Request For Quotation events

Creating or modifying Facility

Deleting a facility

Ship to locations

Adding or modifying the Ship To

Setting up Suppliers

Managing suppliers

Creating or modifying supplier profile

Reviewing the certificates

Reviewing the agreements

Deleting a supplier

Defining the search criteria for parts

Part Definitions

Creating or modifying parts

Managing Containers

Packaging maintenance

Defining the search criteria for packaging templates

Creating or modifying packaging template

Defining or modifying Detail Container for Packaging Template

Defining or modifying Miscellaneous Container for Packaging Template

Copying packaging template

Supplier cross-reference

Defining or modifying Supplier Cross-Reference

Defining or modifying a part group

Creating or modifying the delivery term

Creating or modifying the payment term

Unit of Measure

Creating or modifying the UOM code

Payment Methods

Creating or modifying the payment term

Currency Exchange Rate

Defining or modifying currency exchange rate

Creating or modifying the UOM Group

Defining or modifying the landed cost type

Reviewing the verified and non-verified bank details

Security restrictions

Managing Restriction Groups

Creating or modifying the Restriction Group

Defining or modifying restrictions

Creating or modifying Roles

Modifying Role details

Unlocking users

Managing user groups

Adding a user group

User Profile list

Creating or modifying the user profile

Creating or modifying the message

Creating or modifying the news item

Creating or modifying link

Managing banner image for login screen

IDM Integration

Attribute mapping for inbound documents

Attribute mapping for outbound documents

IDM Document Setup

Customer profiles

Customer Profiles

Creating or modifying the Customer Profile

Setting up parameters for Kanban

Setting up parameters for Outside Processing

Setting up parameters for Problem Reporting

Setting up parameters for Proposed Purchase Order

Setting up parameters for Other Preferences

Setting up parameters for ASN Shipment or Serialized Part

Setting up parameters for RFQ Characteristics

Defining File Types

Configuring the steps for supplier registration wizard

Setting up the fields for Unviewed POs

Setting the frequency for Data Lake Synchronization

Data Lake Integration

Reviewing the list of Attachment Types

Setting the details of the attachment type

Reviewing the file attachment setup

Setting the rules for mandatory attachments

Characteristics by supplier

Defining or modifying the schedule characteristics

Defining or modifying the purchase order characteristics

Defining or modifying the container characteristics

Specifying the Kanban Signal Number

Assigning reason codes to Delivery Performance Review events

Defining modifiable Proposed PO fields (all users)

Defining modifiable Proposed PO fields (selected suppliers)

Registration/Setup Wizard

Customer address record

Modifying customer profile information

Unconfirmed PO Report

Characteristic sets

Characteristics Set

Defining or modifying Characteristic Set

Shipper Characteristics

Container characteristics

Release characteristics

Purchase Order characteristics

ION characteristics

Setting up customers

Specifying or modifying customer profile information

Configuring the File Migration Scheduler

Creating a File Migration Scheduler for a Document Type

Components for customer accounts

Managing style sheets

Viewing style sheets

Downloading style sheets

Uploading style sheets

Deleting style sheets

Defining the search criteria for style sheets

Stylesheet List

Stylesheets page

Adding or modifying custom style sheets

SCAC Maintenance

Creating or modifying SCAC

Defining the search criteria for country maintenance

List of Countries

Bar code label layouts

Defining bar code label layouts

Managing bar code label layouts

Defining or modifying Bar Code Label Layout

Defining labels

Label Templates

Defining or modifying the label templates for containers

Defining container-specific labels

Adding or modifying flex field

Adding or modifying flex field group

Schedule data purge

Using purge schedule grid filters

Creating or modifying the purge schedule

Restrictions on adding purge schedules

Setting up ION API

Outside processing

Setting up outside processing

Work order creation

Creating a work order

Specifying the work order details

Defining containers for work order

Modifying container information for work order

Work order maintenance

Defining the search criteria for work orders

Work Order List

Work Order Line Item

Process console

Defining the search criteria for process console

Process Console

Process management

Defining the search criteria for Process

Creating or modifying the process

Defining operations for a process

Operation creation

Defining the search criteria for operations

Creating or modifying an operation

Adding or modifying parts for an operation

Adding or modifying the flex field for an operation

Adding or modifying the contractor for an Operation

Discrepancy reasons

Defining the search criteria for Discrepancy Reason Codes

Discrepancy Reason Codes

Creating or modifying the discrepancy reason code

Request For Quotation

RFQ Process in Supplier Exchange

Creating Request for Quotation

Mapping Suppliers to the RFQ Line

Defining the search criteria for RFQ management

Cancelling the RFQ or RFQ line

Defining the search criteria for RFQ Console

Buyer Console List

RFQ Buyer Console Drilldown

Adding notes to the RFQ line

RFQ Attachments

Managing an RFQ line response

Modifying the bid information for RFQ

Modifying the delivery schedule for RFQ line

Modifying the price book for RFQ line

Modifying the delivery and payment terms for RFQ line

Modifying the landed costs for RFQ line

RFQ Questions and Answers

RFQ Excel Integration

Defining the Search Criteria for RFQ Excel Export

RFQ Export Result

RFQ Excel Import

Advance Ship Notices list

Contacting Infor

Purge Frequency

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