Adding or modifying a Facility

Use this page to create or modify a facility that is required for key processes such as Shipments, RFQ, and Billing.

  1. Select Master Data Management > Facilities. The Facility List page is displayed.
  2. Click Add. The Facility details page is displayed.
    Note: You can modify an existing facility using the View option displayed on the Facility List page.
  3. Specify this information:
    Facility Name
    The name of the facility where the demand is published.
    Facility ID
    The code of the facility that links the application with the external data.
    Late AETC Number
    The last Authorized Excess Transportation Cost (AETC) number assigned to the facility for a shipment.
    Note: This field is displayed only if the AETC functionality is enabled on the Customer Profiles page.
    Label Serial Number Prefix
    The code that is added as a prefix to the serial number on the barcode label.
    Next Label Serial Number
    The next serial number of the barcode label.
    Maximum Label Serial Number
    The number up to which the serial number is generated.
    DUNS Number
    The nine-digit unique number associated with the company.
    Description
    The description of the facility.
    Language
    The language used to print the shipping documents for the shipments related to the ShipTo location of a facility.
    Default Currency
    The currency associated with the facility. All the transactions for this facility are processed using this currency.
    Contact Name
    The name of the contact user.
    Characteristic Set
    The code of the characteristic set.
    Address
    The address of the facility to which the parts are shipped.
  4. Specify the information in the Address tab.
    City
    The name of the city where the facility is located.
    Postal Code
    The postal code of the city where the facility is located.
    Country
    The name of the country where the facility is located.
    State/Province
    The name of the state or province where the facility is located.
    Time Zone
    The time zone in which the facility is located.
    Use as Sold To Address
    Select this check box to use this facility as the SoldTo address for the Advance Ship Notice (ASN).
    Use as Bill-To Address
    Select this check box to use this facility as the billing address during invoice creation.
  5. Review this information on the ShipTo tab. See: Adding or modifying the ShipTo information
    ShipTo Name
    The name of the ShipTo location.
    ShipTo ID
    The code of the ShipTo location.
    Address
    The address of the facility to which the parts are shipped.
  6. Review this information on the Supplier Accounts tab.
    Supplier ID
    The code of the supplier.
    Supplier Name
    The name of the supplier.
    Accounts
    The account number used for the supplier payments in the indirect spend process.
  7. Review this information on the ION Integration tab.
    Accounting Entity ID
    The accounting entity code assigned to the ShipTo location.
    Location ID
    The location code assigned to the ShipTo.
    External Logical ID
    The logical ID to identify the ERP package instance in an SOA environment.
    Note: This field is applicable only if the Protocol is set to Infor Open SOA.
    Financial Entity
    Select this check box to enable the Financial Details section.
    Note: You can use the Copy option to duplicate the accounting entity ID, location, and external logical ID details in the Financial Details section.
  8. Review this information on the Defaults tab.
    Account Code
    The unique identification code of the account.
    Cost Center
    The unique identification code of the cost center.
    FOB Code
    The unique identifier assigned to the Free On Board (FOB).
    Ship Via
    The code of the shipping method.
    Note: The values in the Account Code, Cost Center, Project Code fields are defaulted from the User Defaults page. Else, the values specified on the Suppliers details page are considered.
  9. Click Save.
    Note: You can use the Copy/Duplicate option to copy the information related to a facility. This option is displayed only when an existing facility is modified. You can view the copied facility on the Facility List page.