Creating specific report controls

To create specific report controls:

  1. Select Configuration > Trading Partner > Owner. The Owner screen is displayed.
  2. Perform one of the following:
    • Use the Search feature to retrieve an existing owner.
    • Click New to add a new owner. See the Configuring Inbound Activity content within the Infor WMS Configuration User Guide for information on creating a new owner.
  3. Select the Owner Reports tab and click New.
  4. Specify this information:
    Report Type
    Select the report type from the list. Various report types are available to print as owner, ship to customer, or ship from supplier specific reports. These include inbound and outbound reports that can be configured to print automatically based on the status of the receipt or shipment. Additionally, you can print these trading partner specific reports using the various print options available for the receipt, shipment order, wave maintenance, or load maintenance screens.

    By using this configuration, you can print a version of these reports different from the standard report. The available reports types are:

    • Pick List
    • Packing List
    • Custom Shipment
    • Bill of Lading
    • Master Bill of Lading
    • Receipt Summary
    • Receipt Detail
    • Custom Receipt
    Report ID
    Specify the title of the report as defined in the Report Configuration screen. The Report Type is used to determine which report IDs are available. You can print various custom versions of the reports.
    Ship To

    Select a valid Ship To customer. You can specify the ship to if the report to print applies to a specific ship to customer (as opposed to just the owner). This field is only enabled if the Report Type selected is used for outbound reporting. The Owner/Ship To relationship for reports can also be configured in the trading partner master for the ship to.

    Note: If you do not specify this Ship To customer value, the system assigns the custom report to this owner only. If you specify the Ship To, this information is also available to view and/or edit on the trading partner master for the ship to.

    This field is optional.

    Ship From

    Select a valid Ship From (supplier/vendor). You can specify the ship from if the report to print applies to a specific ship from customer (as opposed to just the owner). This field is only enabled if the Report Type selected is used for inbound reporting. The Owner/Ship From relationship for reports can also be configured in the trading partner master for the ship from.

    Note: If you do not specify this Ship From value, the system assigns the custom report to this owner only. If you specify the Ship From, this information is also available to view and/or edit on the trading partner master for the ship from.

    This field is optional.

    Email Recipient
    Select the email recipient value from the list. If an email address is selected, this email address receives an email when the order or load reaches the specified status. The selections are:
    • None. An email is not sent.
    • Email addresses listed. Specify the email addresses in the Email Address field.
    • Ship To email on Shipment Order. An email is sent to the email address listed on the shipment order for the ship to (customer). This selection only applies to outbound type reports.
    • Ship From email on Receipt. An email is sent to the email address listed on the receipt for the ship from (supplier). This selection only applies to inbound type reports.
    • Contact 1 Email from Trading Partner Master. If the report type is outbound, an email is sent to the contact 1 email for the Ship To. If the report type is inbound, the email is sent to the contact 1 email address for the Ship From.
    • Contact 2 Email from Trading Partner Master. If the report type is outbound, an email is sent to the email to the contact 2 email for the Ship To. If the report type is inbound, the email is sent to the contact 1 email address for the Ship From.
    Email Addresses
    Specify the email address(es) to receive the notification. Use a comma between addresses when sending to multiple people.
    Number of Copies to Print
    Specify the number of copies to print.
    Note: The email subject line and message body for a report or email specified on this screen default from the inbound or outbound activity setting.
  5. Click Save.