General functionality

When you add an item to the order in Infor Sales Hub and the item requires manual completion in M3 BE, the Manual completion required dialog box is displayed with an information message. Two buttons are available: CONTINUE and LATER.

If you click CONTINUE, the M3 BE panel where the manual completion is required, is displayed. When you finish the manual completion in M3 BE, an order line is created in M3 BE, the dialog box is closed and the information is updated in Infor Sales Hub.

If you click LATER, the item is added to the basket and the manual completion must be triggered on the Edit Order panel in Infor Sales Hub. You cannot complete the checkout until you manually complete all items that require manual completion. If this is the case, the EDIT ORDER button is available the basket drop-down and not the CHECK OUT button. On the Edit Order panel, an additional icon is available for the lines that require manual completion. When this is done, the M3 BE panel where the manual completion is required, is displayed. When the manual completion in M3 BE is finished, an order line is created in M3 BE, the dialog box is closed, and the information is updated in Infor Sales Hub.

The Price Guidance link, if applicable according to the CO Type, is available for manually completed items. This option does not open the Price Guidance in Infor Sales Hub, instead 'Price Guidance. Display' (OIS337) is opened.

The Discount Calculator link, if applicable to the setup, is available for manually completed items. This option does not open the Discount Calculator in Infor Sales Hub, instead 'Customer Order. Open Line' (OIS101) is opened.