New Facility Configuration Checklist

WM Integration


Run the Billing Maintenance job	This job will transfer the Facility data from WM to Billing, and also create a Remit Address record for each facility (this job also transfers other types of data, such as item information and date information): If this is the first facility, this job will need to be resumed from the Scheduled Jobs screen. Otherwise, the job can be run manually from the Job List screen. It should be run at a slow time in the facility and may take a significant amount of time to complete. See Infor WMS Administrator's Guide.
Add Recurring Job	Add a new job for creating recurring storage charges in the Job List screen. Use the facility code as the parameter for this job.
Schedule Recurring Job	Schedule the recurring job to run in the Scheduled Jobs screen. This is usually set to run on a daily basis.
Check Master Data	After the interface jobs are complete, the system will add the Facility record to the Billing system (available under Configuration > Masters. You can also review the carriers, trading partners, and items that were transferred and added to the appropriate group records.


Facility	When the integration is working properly, the system will automatically create facility records in Infor WMS 3PL Billing module based on the facilities in the integrated WMS. You must review and update this record with billing-specific data.


Corporations	The corporation/department/account structure should match the setup in your accounting package. Create or make changes to this structure to accommodate the new facility that is being added.
Charge Account Distributions	If charges are split out to different departments and accounts for different facilities, create the distribution entries for the facility.
Account Configuration Report	The Account Configuration Report will allow you to print out the corporation/department/account and charge structure to verify its accuracy.