SunSystems Cloud configuration

Use these procedures to complete the SunSystems Cloud configuration tasks that are required for the SunSystems Cloud - Infor LSP integration.

Setting up data in SunSystems Cloud

To use PEPPOL-based e-invoicing with SunSystems Cloud, perform these steps:
  1. n Infor OS Portal, select SunSystems Cloud.
  2. In the Search field, specify CBU and select the Change Business Unit (CBU) function.
  3. In the Business Unit Code field, select the preconfigured business unit for the Infor LSP integration and click OK.
  4. In the Search field, specify CUS and select Customers (CUS).
  5. In the Business Unit Code field, select a business unit and click OK.
  6. Select the CUSEI form and click OK.
  7. In the Customer Code field, select the customer's code and click OK.
  8. Click Next and then click Amend.
  9. On the General tab, update this information:
    E-Invoice Tax Scheme ID
    Specify the e-invoice tax scheme ID.
    E-Invoice Tax ID
    Specify the e-invoice tax ID.
  10. To update the customer's address, click Addresses.
    You are redirected to the Addresses (ADD) function.
    1. In the Business Unit Code field, select a business unit and click OK.
    2. Click Amend.
    3. On the Details tab, specify this customer information:
      Address Lines 1-5
      Specify the customer's address.
      State
      Specify the customer's state.
      Country
      Specify the customer's country.
      Town/City
      Specify the customer's town or city.
      Area
      Specify the customer's area.
      Postal code
      Specify the customer's postal code.
      State Code
      Specify the customer's state code.
      Country Code
      Specify the customer's country code.
      Note: Infor LSP supports ISO2 country codes. If a different code format is used, then a data flow with the mapping is required. Use the SunSystems_To_LSP_Country_Mapping.xml data flow and the Country_Code_Mapping.xml mapping script files. For more information, see KB3665761 on the Customer Portal.
    4. Click OK.
    5. Close the Addresses (ADD) function and open the Customers (CUS) function.
  11. In Customers (CUS), click Contacts to update the customer's e-mail address.
    You are redirected to Contacts (CON).
    1. In the Business Unit Code field, select a business unit and click OK.
    2. Click Next and then click Amend.
    3. On the Contact Details tab, specify the customer's e-mail address in the E-mail Address field.
    4. Click OK.
    5. Close Contacts (CON) and open Customers (CUS).
  12. In Customers (CUS), click Assign Contacts to assing new contacts.
    You are redirected to the Customer Assign Contacts window.
    1. Click Next and then click Amend.
    2. To add a new contact, click the + button.
      Note: You can specify multiple contacts. The highest-priority contact is used.
    3. Specify this information:
      Contact Identifier
      Select the contact identifier.
      Address Code
      Select the contact address code.
      Lookup Code
      Select the contact lookup code.
      Name
      Specify the contact name.
      Title
      Specify the contact title.
      Salutation
      Specify the contact salutation.
      Contact Position
      Specify the contact position.
      Priority
      Select the contact priority.
      Address Line 1-5
      Specify the contact address.
      Area
      Specify the contact area.
      Town/City
      Specify the contact town or city.
      Country
      Specify the contact country.
      Postal Code
      Specify the contact postal code.
      State
      Specify the contact state or region.
      Telephone Number
      Specify the contact telephone number.
      Telex/Fax Number
      Specify the contact telex or fax number.
      Web Page Address
      Specify the contact web page address.
      Telephone Number
      Specify the contact additional telephone number.
      E-mail Address
      Specify the contact e-mail address.
    4. Click OK.
    5. Close the Customer Assign Contacts window and open the Customers (CUS) function.
  13. In the Customers (CUS) function, click Amend.
  14. On the Payment tab, select the customer’s payment method in the Payment Method area and click OK.
  15. In the Search field, specify ITM and select Item Master (ITM).
  16. Select a form and click OK.
  17. Click Amend.
  18. On the Inventory tab, select the base item unit in the Base Item Unit field.

Mapping the SunSystems Cloud value labels

You can map each value label to one currency type only.

The Tax block is required for the invoice BOD. You must map the Tax/Amount, Tax %, and Tax/Basis fields to one of these Tax blocks:

  • Tax
  • Charge/Tax
  • Allowance/Tax

The Unit Price and Total Amount fields are required for the invoice BOD.

  1. In Infor OS Portal, select SunSystems Cloud.
  2. In the Search field, specify VLB and select Value Labels (VLB).
  3. In the Business Unit Code field, select a business unit and click OK.
  4. Select the VLABINTG form and click OK.
  5. To view all value labels, click Next.
  6. Click Amend and select a row with the value label record.
  7. In the Sales Invoice Txn Curr Descr column, map the SunSystems Cloud value label to the amount type in use in the invoice BOD.

Configuring integration for Infor LSP

Use this procedure to enable the publication of Sync.Invoice BOD.

  1. In Infor OS Portal, select SunSystems Cloud.
  2. In the Search field, specify INC and select Integration Configuration (INC).
  3. To create a new integration configuration, click New.
  4. In the Integration System Name field, specify Infor Localization Services.
  5. Click OK.
  6. In the Integration Configurations window, select Infor Localization Services and click Assign BU.
  7. Select your Business Unit Code field and click OK.
  8. After the integration configuration for Infor LSP is complete, publish the data in Integration Data Management (INM).
    Note: You must republish the data if it has been published before. You can verify the integration status in the Republication Required field.