Related Document value

Order numbers from external applications are included on the corresponding sales orders in Distribution SX.e as a cross-reference values. The external order number is stored in the Related Document field in the sales order header.

You can use the external order number to inquire on an order in Distribution SX.e. In the Order # Lookup, specify the external order number in the Search field to locate the corresponding order. The Related Document value is shown in the lookup window grid.

The Related Document value is also shown in these functions:

  • Sales Order Inquiry: General section in Header tab
  • Customer Cash Receipt Entry: Grid
  • Sales Order Master List Report

The Related Document value is not available in Sales Order Entry. You cannot manually create a sales order to correspond to an external order or delete the cross reference on an existing sales order.

The Related Document value is included on backorders and blanket releases. It is not included on orders that are created from Standing or Future orders, or through the copy function.

The external order numbers are sent to Distribution SX.e when these events occur:

  • Closed orders from your external application are converted into sales orders in Distribution SX.e by the Data Conversion Order Entry Convert Closed Header Report.
  • New orders are created automatically in Distribution SX.e through the Process SalesOrder BOD or one of these calls:
    • sxapiOEFullOrderMntV6
    • sxapiSRCreateOEOrder
    • sxapiSFOEOrderTotLoadV4

You can include the Related Document value in Print Format 4 output. You must include oeeh.relatedorderno in the Level 1 Extra fields for the SalesOrder BOD in SA Administrator ION Noun Setup.

See the Infor CloudSuite Distribution Configuration Guide or Infor Distribution SX.e Configuration Guide for Infor Operating Service for information on Extra Fields.

The Related Document field can also contain an invoice number for a Service Management service order.

See the Infor Distribution SX.e Integration Guide for CloudSuite Field Service and Infor Service Management.