Implementing 3PL

Use these instructions to set up 3PL, or Third-party Logistics, for your customer. Before you implement 3PL, you must download and install SX.api and set up your SX.api appserver.

See the Infor Distribution SX.e Upgrade Guide for Windows Server or the Infor Distribution SX.e Upgrade Guide for Linux.

  1. Select System Administrator > Administrator Options > Documents > Sales Orders > Entry Settings
  2. Select View Alternate Warehouse Levels if Stockout.
  3. Click Save.
  4. Select System Administrator > Setup > Operator.
  5. Open the record for the operator who will use the 3PL function.
  6. On the Entry Options view, select Yes for Allow Access to WT Billed Orders List to give the operator access to the WT Billing Orders function in Sales Order Entry.
  7. On the Function Security view, assign the correct security level for the Sales Bill WT Orders Report and Transfer Customer Inventory Value Report.
  8. Click Save.
  9. If you use OE Full Order Maintenance to import orders through EDI or a third-party application, access the operator record for the SX.api default operator. This is typically the sys operator. Verify these function security settings:
    • Sales Order Entry: Minimum requirement is level 4.
    • Sales Entry Invoice Processing Report: Recommended level is level 5.
    • Product Inquiry: Minimum requirement is level 2.
  10. Select Product > Setup > Warehouse Description.
  11. Select an existing warehouse or create a new one for your customer's inventory. This customer warehouse should exist within your distribution warehouse.
  12. On the General view, specify a customer number and, optionally, a ship to.
  13. On the Extended view, select Warehouse or Central Whse in the Type field in the Authorized Replenishment Path section.
  14. Specify the distribution warehouse in the Whse field.
  15. On the Other view, specify this information in the Auto Alternate Warehouse Split section:
    Pull Available Stock From
    This value determines which warehouse inventory is used first on split order lines. Select Customer Owned First or Alternate Warehouse First if your customer’s orders are received through SX.api OE Full Order Maintenance, or are entered and split manually.
    Customer Owned Short Sale
    Select Product ARP Type to automatically create replenishment requests through a PO or WT RRAR, based on the backorder created for short-shipped quantities.
    Select Back Order Electronic Hold to manually process orders by sourcing the line, adjusting the order quantity, or sending the stock out amount to lost business.
  16. Click Save.
  17. Select Product > Setup > Extended Warehouse Cross Reference.
  18. Click New.
  19. Specify the customer’s warehouse ID in the Assigned Warehouse field.
  20. Specify the main distribution warehouse, where the customer’s warehouse resides, in the Alternate Warehouse field.
  21. Click Save.
  22. Create a warehouse cross-reference record for each warehouse that is an alternate warehouse sources for the customer’s warehouse.

    If you are using TWL, both the customer and alternate warehouses must be TWL-controlled.

  23. If your customer's products do not have product warehouse records, set them up in Product Warehouse Product Setup. These products must exist with the same product name in your distribution and alternate warehouses.
  24. Create business rules.
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