Configuring SPS Override Strategies

You can configure API processing rules or strategies for use within the Infor Small Parcel System (SPS). The SPS override strategy feature allows for creating custom label formats and conditional data.

By default, the WM module builds SPS API requests based on the standard label format and data requirements. (For full details on the standard processing, see Communication between Infor WMS Warehouse Management module and Infor SPS). If special data values or label formats are needed, you can create one or more SPS API Override Strategies to modify the standard API data values. API Override Strategies allow you to customize the data sent to SPS to support special data requirements and/or custom label formats. An API Override Strategy can be specified at the Shipment Order, the Ship To trading partner, the Ship To Customer (parent), and the Owner levels. An API Override Strategy can be selected on the Check Pack screen to affect a specific SPS request.

The system uses the following flow to determine the SPS API Override Strategy to use:

  • Use the strategy from the Check Pack screen if specified
  • Use the strategy from the Shipment Order if specified
  • Use the default strategy for the Ship To if specified
  • Use the default strategy for the Ship To Customer if specified (Ship To Customer is the optional "Parent" Trading Partner assigned to the Ship To)
  • Use the default strategy for the Owner if specified
  • If no Strategy has been specified, use the default API processing

Within the facility level, you can access the SPS override strategy from the WMS menu by selecting Configuration > Strategies > SPS API Override Strategies. From the SPS API Override Strategy list view, you can select a specific strategy to edit or create a new strategy by clicking New.

The SPS API Override Strategy screen contains a header area (top portion of screen) and a detail area (bottom portion of screen). In the header area, you can specify an identifying strategy name and description. In the detail area, you can create strategy details/steps. The detail area consists of three tabs: Detail tab, Conditions tab, and API Data Override tab.

  • Within the Detail tab, you create strategy steps. Each step defines one data override.
  • Within the Conditions tab, you define the conditions that determine if a strategy step will be executed. Condition rows are organized into Group. Rows within the same Group are combined together using AND relationships, meaning that all rows within a Group must be true before the Group will be considered true. OR relationships are implied between different Groups. If any Group is found to be true, the step will be processed. If no Group is true, the step will be skipped.
  • Within the API Data Override tab, you create data override steps.
Note: The strategy step numbers for each step you create within the Detail tab are only used for sequencing the strategy steps, and the data override step numbers for each step you create within the API Data Override tab are only used for sequencing the override steps. In addition, the strategy step numbers and override step numbers are separate and not related to each other.