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<s>[INST] In the context of INFOR Docs, tell me about Creating shipping methods? [/INST] Creating shipping methods Select Supply Management > Supply Management Setup > Warehouse > Shipping Method. Click Create. Specify this information: Company Select a company number. Shipping Method Specify a shipping method code. Description Provide a description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Location rules? [/INST] Location rules You can use location rules to define how to source and ship goods across multiple inventory locations and companies during the allocation process. You can assign location rules at the Requesting Location, at the Requisitions header, or at the Miscellaneous section of the Lines tab in Requisitions. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating warehouse location rules? [/INST] Creating warehouse location rules Select Supply Management > Supply Management Setup > Warehouse > Warehouse Location Rule. Click Create. Specify this information: Company Specify a company number. Warehouse Location Rule Specify a warehouse location rule code. Location rules are used to define how to source the goods during the allocation process. Description Provide a description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning details to warehouse location rules? [/INST] Assigning details to warehouse location rules Select Supply Management > Supply Management Setup > Warehouse > Warehouse Location Rule. Open a warehouse record. On the Details tab, click Create. Specify this information: Sequence Specify the order you can store the inventory location. Company Select the inventory company from which to source the item. Location Select the inventory location from which to source the item. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating external warehouse participants? [/INST] Creating external warehouse participants Use this procedure to define a location as a third party warehouse location. Select Supply Management > Supply Management Setup > Warehouse > External Warehouse Participant. Click Create. Specify this information: Item Group Select the identifier for a group of items that can be shared by one or more companies. Company Select a company number. Location Select a stocking location within the company. Note: External Warehouse Participant turns on the interface. After it is set up for the location, the interface tables are populated when the standard processes are run. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Items setup? [/INST] Items setup Before using Inventory Control , there are some setup tasks. See the Inventory Control User Guide for information about processing data. For example, creating new items and item locations, creating vendor items, creating item masters from special items, mass creating item masters, and anything that relates to items. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating corporate item groups? [/INST] Creating corporate item groups An item group identifies a specific group of items for a company. If multiple companies share the same items, you must set up the items one time and then assign the same item group to all companies. You can only assign one item group to each company. Multiple companies can share an item group. Select Supply Management > Supply Management Setup > Groups and Companies > Item Groups. Click Create. Specify this information: Item Group Specify the item group. Description Provide a description. Commodity Code Structure Specify the commodity codes that are used to classify products and services. Commodity codes also help create reports that reflect spending patterns. Commodity code structures are used to show the number of segments and the size of a commodity code. On the Main tab, specify this information: Allow UOM Changes With Open Transactions Select this check box to allow the UOM to be changed when open transactions exist. Last Item Specify the last item number. Number of Decimals for Cost Select the number of digits that are used in the cost fields. Number of Decimals For Price Select the number of digits that are used in the price fields. Click Save. See elsewhere in this guide to set up these codes: Unit of Measure Sales Classes Purchasing Classes Manufacturers Generic Names Hazard Codes .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating item locations? [/INST] Creating item locations Select Manage Item Locations. Click Create. On the Main tab, specify this information: Company Select a company number. Location Select a location. If the location is specified, then this field includes only the assigned items to this location. Active Select this check box if this item location is active. Discontinued Select this check box if this item location is discontinued. Item Select an item number. Inventory Location Account Group Select an account group for the inventory location. Date Added Select the date that the item is added to the item location file. If this field is blank, then the current system date is used. Buyer Select a buyer code. The buyer is the person responsible for maintaining item stock at this location. Default Transaction UOM Select the inventory transaction UOM if the item UOM differs from the UOM in which the item is stocked. This is for inventory transactions such as adjustments, receipts and issues. Default Source UOM Select a valid UOM for this item to use as the default on requisitions and purchases that replenish this location. Supplemental UOM Select a supplemental UOM to show the item's cost and balance in a UOM in addition to the stock UOM. Manufacturer Code and Division Select the code indicating which division of a manufacturer is tied to an item. Manufacturer Number Specify the manufacturer number. Maximum Requisition Quantity Specify the maximum item quantity that you can request in Requisitions. Inventory Tracked Select this check box if the stock-on-hand and related quantities for this item are tracked. This field works with the tracking field on the Unit Of Measure tab of Manage Items to determine which units of measure are individually quantity tracking. Inspection Required Select this check box if a receipt inspection for the item is required at this location. If an inspection is required, then a message is printed. Allow Receipt Select this check box if receipts are allowed at this location. No Charge Select this check box if there is no charge for this item. Select For Special Cycle Count Select this check box if the item requires a special user-defined physical inventory cycle count. For example, you can count a certain group of items every 15 days. Allow Issue Select this check box if item issues are allowed at this location. Consignment Select this check box if the item at this location is part of consignment inventory. Movement Class Select the item's movement class. Movement classes are used to define item use by volume. You can select items for count by movement class in Select Ids. Typically, items that are assigned to Movement Class 1 are controlled more tightly than items that are assigned to Movement Classes 2 and 3. Count Accuracy Specify a count accuracy percentage. Count accuracy is a number, expressed as a percent, that indicates how accurate the physical inventory account should be. Forecast Number Select a forecast number. Serial Tracked Select this check box to capture the item's serial number. If the serial number is only required at the time of issuing, then select Serial Required At Issues If the serial number is required at the time of receiving the item and for all transactions after, then select Serial Required At Receipts. Lot Tracked Select Lot Required At Issues if the lot number is only required at the time of issue. Select Lot Required At Receipts if the lot number is required at the time of receiving the item and for all transactions after. UDI/DSCSA Tracked Select whether to track inventory details for UDI data. Bin Tracked Select this check box if bin tracking is required for the item. Preferred Bin If the Bin Tracking box is selected, then you can select a preferred bin. The preferred bin is used as the default bin when you process item transactions. Storage Code If the Bin Tracking box is selected, then you can select a bin storage code. Storage codes are used to define bin limitations. Preferred Hold Bin Select a preferred hold bin. Purchase Taxable Select whether the item is taxable or exempt when purchased. Select Default To Next Level to make the item taxable at the next level. Taxable When Sold Select this check box if this item is taxable when sold. Sell Tax Code Select a sell tax code. This code determines the tax table from which to extract tax data. Purchase Tax Code Select a tax code. The purchasing tax code can be defined in the item master. This field indicates the tax table from which to extract tax data. Date Specify the date on which a Material Safety Data Sheet (MSDS) must be received from the item's vendor. Document Specify the document number from the most recent MSDS that was received. Version Specify the version number of the most recent MSDS that was received. Patient Chargeable Select this check box if this item is chargeable to a patient. Charge Number Specify a charge number. Click Save. Note: Inventory Control User Guide On the Costs tab, specify this information: Standard Cost Specify the standard cost for the item if you selected the Standard Costing method when setting up your company. Future Standard Cost Specify the future standard cost for the item that can replace the standard cost at this location. Market Price Specify the market price, or the price that a purchaser is willing to pay for the item without add-on costs or taxes. Overhead Cost Specify the overhead cost that is associated with the item, such as renting storage space, insurance, and warehouse utilities. Overhead costs can be prorated for a range of items or specifically assigned to one item. Click Save. On the Sales tab, specify this information: Create Purchase Order For Customer Order Line Select this check box if all sales order lines for this item location create purchase orders. Sales order lines for this item at this location are added as a non-inventoried type. Dropship Purchase Order For Customer Order Line Select this check box if all of the order lines for this item location are dropship orders. Minimum Quantity Specify the minimum quantity in the stock unit of measure that can be defined on an order line for this item location. Maximum Quantity Specify the maximum quantity in the stock unit of measure that can be defined on an order line for this item location. Allow Customer Order Returns Select whether returns are allowed, allowed but limited, or not allowed. Return Date If your billing company is set up to limit return days by a specific date, then specify the date when return authorizations cannot be generated. You cannot generate return authorization on or after this day. Click Save. Use the various tabs to replenish item locations, create transactions, create cost history, and create demand and supply. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating vendor items? [/INST] Creating vendor items A purchase order vendor is not required to define vendor items. A vendor item links an item master record, which is a on-stock or inventory item, to a specific vendor. For example, you can view the vendor's stock number for a purchase order. A vendor item can be active or inactive or you can mark it as the default vendor item. An inactive vendor item cannot become the default and cannot be added to a PO line or requisition line. You can assign multiple vendor items for the same vendor to one item. Select Supply Management > Supply Management Setup > Items > Manage Vendor Items. Click Create. Specify this information: Use As Default Select whether item is a default item. Stock UOM Display-only. This field shows the stock unit of measure. Buy UOM Specify the unit of measure in which you buy this item from the vendor. This value is used to configure the vendor's available and required buy UOM that is the default value on the requisition or purchase order. If this field is blank, then the UOM from the contract or standard buy unit of measure on the item master item is used. Price UOM Specify the vendor pricing unit of measure. This UOM is used to determine the price/cost for the requisition or purchase order. If this field is blank, then the vendor buy unit of measure is the default value. Manufacturer Code and Division This code defines the manufacturer of the item. The manufacturer item number must be selected when the GTIN in Use field is selected for the PO vendor. Last Leadtime Specify the last leadtime. Warranty Days Specify the number of days in which this item carries a warranty. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inactive vendor items? [/INST] Inactive vendor items Vendor items can be used to cross-reference an item master item or special item to an item that is sold by a vendor. You can set a vendor item to inactive and later reactivate it. For example, you can inactivate a vendor item because its manufacturer has changed. If the item is associated with existing contracts, then it cannot be deleted. Later, when you know the new vendor item and its manufacturer, you can reactivate the vendor item. You can select a vendor item when these items are true: Vendor item is currently active. That is, not closed or inactive Vendor item is not set as the default vendor item or it is the only vendor item for the item and vendor combination Restrictions These are restrictions for inactivating and reactivating vendor items. Inactive vendor items can be added to a new contract, but are placed on hold immediately. The contract lines to be placed on hold have the same contract and procurement group, vendor, item, and vendor item. Inactive items cannot be used to create vendor agreements. Perform these actions to place contract lines on hold: Inactivate the vendor item that is associated with the line Place the contract header on hold Place the contract line on hold When you reactivate a vendor item, the hold that was placed on contract lines that contain the item is removed. The line hold stays if the contract header was placed on hold. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inactivating vendor items? [/INST] Inactivating vendor items Select Supply Management > Supply Management Setup > Items > Manage Vendor Items. Select a vendor item. Select All Actions Menu > Inactivate. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inactivating and replacing vendor items? [/INST] Inactivating and replacing vendor items Select Supply Management > Items > Manage Vendor Items. Select a vendor item. Click the Replace and Inactivate button and specify this information: Replacement Vendor Item Select a vendor item Vendor Item Description Specify a vendor item description Replacement Manufacturer Select a replacement manufacturer Replacement Manufacturer Number Specify the replacement manufacturer number. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item information? [/INST] Item information Use Interface Item Information to import item information from an external source. You can also add single records to a worksheet. The manufacturer and vendor information are used to find special items on contracts that are associated with the records that you are adding. Contract lines are updated with the new item number. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Importing item information? [/INST] Importing item information Use this procedure to import item information. See the Data Interface Guide. Select Interface Item Information. Complete the fields. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating item worksheets? [/INST] Creating item worksheets Select Maintain Item Worksheet. On the Create Item Worksheet tab, click the Create Item Worksheet button. Complete the fields. Optionally, specify additional item details. Click Save. Item detail tabs are available. Optionally, use these tabs to define the item record. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Manually creating item information? [/INST] Manually creating item information Use this procedure to manually create item records. Select Maintain Item Worksheet. On the Create Item Information tab, select a worksheet and click Create Item Information. Specify a Run Group and an Item Group. Click Submit. Contract lines are automatically updated. These item records are created: Item Item comment Vendor item Item location GTIN HIBCC National Drug Code SKU UPC UCCEAN .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating items from contract lines? [/INST] Creating items from contract lines Optionally, use this procedure to create items from a contract line. Select Maintain Item Worksheet. On the Contract Line Special Items tab, select a record and click Select Special Item for Item Creation. Click the All Worksheet Items tab to view the newly created record. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating item location records? [/INST] Creating item location records Use this procedure to add unlimited item locations to one item record. Select Maintain Item Worksheet. Click Create Item Location Records. Complete the fields: Create Item Location Records Same As This Item Select an item for which to create a location record. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Mass copying item location? [/INST] Mass copying item location Use this procedure to mass copy a new item to every location that stocks items for the same product line. Select Supply Management > Supply Management Setup > Items > Mass Maintenance > Mass Item Location Copy. Specify this information: Company Select a company. Copy User Fields Select whether to copy the user fields. Report Only Select Report Only to preview the report without updating the database or to rerun an already updated report. Select Update And Report to run the report and perform the copy. Complete the rest of the page to copy items. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Mass updating cart or par locations? [/INST] Mass updating cart or par locations You can perform mass changes to cart or par locations and add, replace, or delete an item on multiple carts. You can change any value for an item at the cart or par location, and report of the results of the change. Select Par Cart Mass Changes. Specify this information: All Par Locations Select Yes to include all par locations. Select All Par Locations or Report Group , not both. Item Select an item. Update Select Report Mode to report on the change only. Select Update Mode to both update and report on the change. In the Change Field section, specify changes to any of the fields: In the Location Change section, change the vendor or purchase from location, or replace an item from one company, location, or bin to another. In the Item Change section, you can replace one item with another, or you can add or delete an item. In the Report Distribution section, select a distribution list and export type for Par Cart Mass Changes Report. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating associated items? [/INST] Creating associated items You can define associated items, including either substitute or complementary items. Before you can define associated items, you must define the item master and item location files. Select Associated Items. Click Create. Specify this information: Item Group Select an item group. Item Select an item number. Associated Item Sub Type Select whether the associated item is a Companion or a Substitute Related Item Select the substitute item number that can be used if the normal item's stock is insufficient. Company Optionally, select a related company from which to find a substitute item. Inventory Location Optionally, specify a location from which to find a substitute item. Effective Date Select the first date that this item can be used as a Substitute or Companion item. Expiration Date Select the last date that this item can be used as a Substitute or Companion item. Priority Specify a priority value. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating special substitute items? [/INST] Creating special substitute items Use this procedure to set up a special item from a contract as a substitute. You can substitute items without setting up a new item record. Select Associated Items. Select an the associated item record, and click Create Substitute Special Item. Select an Item Group and Item The item description is filled from the item record. Select the Contract and Contract Line This creates a special substitute item from a contract line. Item values are filled with values from the contract line. Specify the effective date and expiration dates to indicate the date range in which this substitute can be used. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Replacing kit components? [/INST] Replacing kit components Components are set up in multiple kits or as a kit in itself. For example, a lighting company can set up a lamp as a kit item with three components: light bulb, lamp shade, and base. The company can also set up the lamp base as a kit. You can replace or delete components and calculate new component quantities for both make-to-order and finished good kits. Sign in as Inventory Manager and select Item Setup > Manage Kit Items and View Components. Or sign in as Application Administrator and select Supply Management > Supply Management Setup > Items > Manage Kit Items and View Components Open a kit item. Click Actions and select Replace Component. Specify this information: Item Group Select the item group for which to replace kit components. Company Select a company. Inventory Location Select an inventory location. Current Component Select the current component. New Component Select a new component. New Quantity Factor Specify the new quantity factor. If specified, then the original component quantity is multiplied by this factor to determine a new component quantity. Click Submit. The selected component is replaced. If you select a new quantity factor, then a new component quantity is calculated. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item and Order Billing setup? [/INST] Item and Order Billing setup Before you set up Item and Order Billing , you must set up Billing and Warehouse. These are the required setup tasks for Item and Order Billing : Order types Operators or user IDs Standard orders Order sources Delivery routes Order comments Item group diagrams Customers See the Item and Order Billing User Guide for information about processing data after the setup is complete. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order types? [/INST] Order types An order type determines the type of invoice that you create for the order and the processing steps that occur after you release the sales order. Each order is assigned an order type. Each order type is assigned a process type that determines the shipment steps if this order type must be completed before invoicing. You define process types in Warehouse. Before you define order types, you must define at least one process type and one invoice type. You must add order types to Item and Order Billing before you define orders. This table shows the order type options that are available: Order type Description Processing options Pick, pack, and ship feedback is required for this order type. Line defaults A vendor directly sends the goods to customers, bypassing your warehouse. To select the Dropship field, you also must select the Create PO field. You can create purchase orders for the items, but you receive them into your inventory before shipping them to a customer. When the user selects this order type, the Create PO lines remain as type I. Ship immediate options This type is used for point-of-sale orders. For example, when a customer walks up to the counter, they can place their order and immediately get their items. Depending on how you set up the ship immediate order, running one batch process for a ship immediate order creates a pick list, pack list, and invoice. Before you can process a ship immediate order, you must create an order type and select the Ship immediate field. No feedback is required. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating order types? [/INST] Creating order types Select Supply Management > Supply Management Setup > Item & Order Billing > Order Entry Order Types. Click Create. Specify this information: Company Select a company. Order Type Specify an order type code and description. You can override the order type when you create the order. In the Processing Options section, specify this information: Process Type Select a process type to assign to the order type. After you use an order type, you cannot change this field. Invoice Type Select an invoice type. After you use an order type, you cannot change this field. Rush Order Select this check box to create a rush order. In the Line Defaults section, specify this information: Create Purchase Order Select this check box to create a purchase order with this order type. Drop Shipment Select this check box if the vendor delivers the goods directly to the customer with this order type. In the Ship Immediate Options section, specify this information: Ship Immediate Select this check box if the order is immediately shipped. Print Pick List Select this check box if a pick list is printed for orders that are immediately shipped. Print Pack List Select this check box if a packing list is printed for orders that are immediately shipped. Print Invoice Select this check box if an invoice is printed for ship immediate types. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about User ID? [/INST] User ID A user ID is an identifier that users must have before defining, inquiring, and updating orders in Item and Order Billing. The user ID that you set up for Item and Order Billing must match the user ID that is used to sign in. Therefore, you must set up sign in IDs in the environment before you add user IDs in Item and Order Billing. You can assign order type, process level, customer, and location to a user ID. If you do not define the values on the order, then the values that you assign to a user ID are the defaults. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating user IDs? [/INST] Creating user IDs Before you can create, view, or maintain an order, you must set up a user ID for anyone who uses Item and Order Billing Before you can assign user IDs, you must set up users in the environment. Select Supply Management > Supply Management Setup > Item & Order Billing > Order Entry Operators. Click Create. Specify this information: Company Select a company number. User ID Specify the user ID and description to authorize the user for adding and updating orders. On the Main tab, specify this information: Restrict to Defaults Select this check box to restrict the default values on the person that is associated with this user ID. Allow Location Transfers Select this check box if the person that is associated with this user ID can define an order with lines that are shipped from multiple locations. Currency Override Select this check box if the person that is associated with this user ID can change billing currency information on the customer order. Currency Rate Override Select this check box if the person that is associated with this user ID can override the currency conversion rate when placing an order. In the Defaults section, specify this information: Order Type Select the order type. Process Level Select the process level. Customer Select a customer code. Inventory Location Select the inventory location. Order Source Select the order source. Order Date Select the order date. Expected Ship Date Select the expected ship date. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order source? [/INST] Order source An order source is used to track the way you receive orders from customers. For example, you can set up an email, fax, phone, or walk-in order source. Order sources are for your reference and you can define your own reports to track these sources. You can assign a default order source to a user ID, assign an order source to an order during entry, or leave the order source blank. Whenever you define an order, the order source that is assigned to the user ID is the default but you can override it at order entry. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating order sources? [/INST] Creating order sources Use this procedure to set up order sources to track where orders originate. Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Order Sources. Click Create. Specify this information: Company Select a company number. Source Specify the order source code. Description Provide a description for the source. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Standard order? [/INST] Standard order A standard order is a template for orders that you frequently set. You can assign a standard order to a specific customer or can share these orders by all customers. When you create a new sales order, you can select a standard order and copy it to create new lines on an existing order. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating standard orders? [/INST] Creating standard orders Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Standard Orders. Click Create. Specify this information: Company Select a company number. Customer Select a customer number. If this field is blank, then the standard order can be used for any customer. Standard Order Select a standard order number and specify a description. Top Comments Select up to three standard top comment codes to be printed before the line details. Bottom Comments Select up to three standard bottom comment codes to be printed before the line details. Beginning Date Select a beginning date when the standard order is active. Ending Date Select an ending date when the standard order is inactive. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning standard order lines? [/INST] Assigning standard order lines Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Standard Orders. Open an order record. On the Lines tab, click Create Specify this information: Order Entry Standard Order Line Specify the standard line code. Item Select an item number. Quantity Specify an item quantity to order. If this field is blank, then you can specify an item quantity when you copy the order. Sell Uom Select a unit of measure by which the item is sold. Billing Standard Comment Header Select a standard comment code. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order discount codes? [/INST] Order discount codes An order discount code is used to give special treatment to preferred customers or to give discounts based on a customer's order total. For example, codes are assigned to preferred customers and tied to order totals. Each order that is created for the customer is automatically eligible for a discount if the order total exceeds a certain amount. See the Billing User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating order discount codes? [/INST] Creating order discount codes Use this procedure if you offer discounts to customers based on order totals. Select Supply Management > Supply Management Setup > Item And Order Billing > Billing Setup > Order Discount Codes. Specify this information: Company Specify a company. Code Specify an order discount code. Currency If you have multiple currencies, select the currency to use for this discount. Global Ledger Account Select the account to debit when you create an order discount. Order totals that are greater than or equal to the order total quantity limit receive the discount. To create an order discount code without a limit, specify 99999999999 in the field. Total Order Value Breaks Specify the total order value breaks. Click Save. To tie the order discount code to a customer, assign the code in Customer See the Receivables User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Route processing? [/INST] Route processing Use route processing when you decide the delivery day for the customers and the delivery sequence of the truck to the customers. The pick list is printed in a particular sequence based on your deliveries. You can determine if your company uses route processing when you set up your billing company. Setting up and structuring routes To structure the routes, select the inventory location to pull the goods. Select the day of the week for delivery and assign the route a number. You can also assign customers as stops along the route. A customer can belong to more than one route. For example, you deliver to a customer on the Monday route. Later in the week, you deliver to the same customer on the Thursday route. You can also establish multiple Monday routes. Using order types Not all order types are available for route delivery. For example, you can create a ship immediate or dropship customer order, but it is assigned to any route. With ship immediate orders, customers immediately take the items, but they are not delivered. Dropship orders are directly delivered from the vendor and not from your warehouse. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating delivery routes? [/INST] Creating delivery routes To schedule deliveries to your customers by routes, you can set up a route structure with stops for customers. Before you can define routes, you must specify that your billing company uses route processing. Select Supply Management > Supply Management Setup > Item And Order Billing > Delivery Routes. Click Create. Specify this information: Company Select a company number. Location Select the inventory location. Day of Week Select the day of the week for the delivery. Route Specify the route number. You can use the same route number for more than one day of the week. For example, you can have a route number 1 on Monday and a route number 1 on Thursday. Stop Specify the stop number. Customer Select the customer for this stop. Customer Ship To Select the number of the customer's ship-to address. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order comments? [/INST] Order comments Use order comments to assign comments to the order entry. You can define free-form comments or copy comments based on a standard comment code that is defined in Billing. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating order comments? [/INST] Creating order comments Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Order Comments. Click Create. Specify this information: Company Select a company number. Order Entry Order Comment Specify an order comment. Pick Select this check box to print the comment on the pick list. Invoice Select this check box to print the comment on the invoice. Print Select the print code to determine if the comment is displayed or printed. Comment Text Specify a comment text. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Diagram maintenance? [/INST] Diagram maintenance Use the order entry item group diagrams to update a diagram that is created in Item and Order Billing. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Maintaining item group diagrams? [/INST] Maintaining item group diagrams Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Item Group Diagrams. Click Create. Specify this information: Item Group Specify an identifier for a group of items that can be shared by one or more companies. Diagrams Specify an order comment. Number of Parts Specify the number of parts in the diagram. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order entry customers? [/INST] Order entry customers Order entry customer attributes can be added when creating a company customer record online or through the customer conversion and customer interface process. Order entry customer attributes can also be added for an existing company customer within the Company Customer or through creating order entry customers. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating order entry customers? [/INST] Creating order entry customers Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Customers. Click Create. Specify this information: Company Select a company number. Customer Select a customer number. Billing Freight Code Select the freight code to assign freight charges to the customer. You can define freight codes in Billing. Picking Priority Specify a picking priority for the ship-to address. This priority is used in when allocating inventory to demand. Carrier Select the carrier vendor number. You define vendors in Payables. Cash In Advance Required Select this check box if the order requires a cash-in-advance payment. Cash In Advance Required Percent Specify the cash in advance percentage to determine the down payment amount of the total order. Order Discount Code Select an order discount code. Territory Select a sales territory for the customer. Salesman 2 Select the secondary sales man. Commission Split Percentage Specify the commission that is split between the primary and secondary sales representatives. Price List Select a name of the price list that is used to price items that are ordered for this customer ship-to address. Customer Order Acknowledgments Select this check box if a printed acknowledgment is required for the order. Backorder Allowed Select this check box if backorders are allowed. If you do not select this field, then an order cannot be defined for items that do not have sufficient stock. Ship Complete Flag Select whether the customer require shipments. Valid values are Determined by Line , Accepts partial shipments , or Does not accept partials. PO Required For Customer Order Select this check box if the customer’s purchase order number is required before releasing an order. Substitutes Allowed Select this check box to allow substitute items. Default Ship To Location Select the ship-to address. Default Shipping Location Select the shipping location that is the default for this ship-to location. Default Shipping Method Select the method by which the order is shipped. You can define shipping methods in Warehouse. Billing Customer Code Select the billing customer code. Proof Of Delivery Required Select this check box if the customer requires a Proof of Delivery (POD) form to accompany the shipment. Proof Of Delivery Grace Period Specify a number of days after which POD shipments are automatically billed even if the POD is not returned. Single Order Limit Specify the maximum single order amount for the customer. Single Order Hold Code If you define a single order limit, then select the hold code to be placed on non-COD orders when the total amount exceeds the single order limit. Total COD Order Limit Specify the maximum amount to limit COD orders for the customer. Cash On Delivery Order Hold Code Select a hold code that is used for Cash on Delivery invoices. Hold codes are set up in Receivables. Check Credit On Order Add Select this check box if credit checking is performed when orders are defined. Check Credit Before Picking List Select this check box credit checking is performed before printing the picking lists. Broken Case Charges Select this check box if broken case charges are allowed. Credit Limit Hold Code Select a code to hold a customer due to exceeding credit limit. Order Limit Hold Code Select a code to hold a customer due to exceeding order limit. Billing Line Item Required Select this check box if line items are to be interfaced into Receivables for a Billing invoice. Vendor Select the vendor for the purchase order. If no vendor is assigned, then a vendor is manually assigned in Purchasing. Purchase From Location Select a purchase from location of the vendor. Ship Term Select a term where the responsibility for goods is transferred between parties. Port code Select an intrastat port code. This code determines the default seaport for the movement of goods to customer or ship-to address. Tax Calculation And Printing Select the tax calculation and invoice printing option. Allow Returns Select this check box if order returns are allowed. Last Return Authorization Date Select the last date returns that are allowed for the customer. Carrier Flag Select this check box to indicate a freight vendor that is associated to the customer. Age Cred Pct Specify the percentage of the customer's credit limit that is allowed in the current, first, second, third, and fourth aging periods. These fields work respectively with the Age Hold Cd fields. Age Hold Cd Specify up to five hold codes to be placed on orders when the customer fails credit check because of the aging limits in the Age Cred Pct fields. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchasing setup? [/INST] Purchasing setup Before you can use the Purchasing solution, you must complete these setup tasks: Setup Reference Purchasing companies Creating purchasing companies Shipping terms Creating shipping terms Freight terms Creating freight terms Buyers Buyers Buyer groups Creating buyer groups Purchase order codes Creating PO codes Add on charges Add on charges Vendor purchasing information Creating purchasing vendors Form information about processing data after the setup is complete, see the Purchasing User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchasing prerequisite setup? [/INST] Purchasing prerequisite setup Before you set up Purchasing , you must perform some prerequisite setup in other solutions. These solutions regularly interface with and affect Purchasing. For setup instructions, see the Financials Setup and Administration Guide. Solution Description Currency Define currencies and exchange rates. Global Ledger Define organizational structure and accounting dimensions. Cash Management Define banks and bank accounts, payment types and formats. Terms Define terms codes. Payables Define vendor groups, Payables companies, hold codes, and vendors. Inventory Control Define item groups, comments, inventory companies and locations, Purchasing classes, and inventory location account groups. Match Define matching companies, receipt accrual accounts, receipt write offs, vendor returns. Tax Define your tax codes. Purchasing interfaces with Inventory Control and Payables For example, Purchasing receives vendor information from Payables and item and reorder information from Inventory Control. Because of this interface, changing setup options midstream in Inventory Control and Payables affects Purchasing For example, changing an item's unit of measure when existing transactions still use the old unit of measure can cause processing issues in Purchasing If you inactivate a vendor or vendor location in Payables , then you can no longer create a purchase order using that vendor or vendor location in Purchasing. Companies that have larger, more complex accounting structures may want to consider setting up intercompany relationships in Global Ledger When they are used in Purchasing , intercompany relationships can simplify setup and accounting practices. For example, a large company can set up one company as the centralized purchase order company at the PO header level. They can use individual purchase order companies at the PO line level. They can streamline setup at the PO header level and expense at the individual PO company level. For information about setting up intercompany relationships, see the Global Ledger User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating purchasing companies? [/INST] Creating purchasing companies A purchasing company is a company that is engaged in selling property and services. Business rules for a purchase company are set up at the purchasing company level. The setup decisions that are made at the company level affect the ways in which your company conducts business. Select Purchasing Companies. Click Create. Specify this information: Company Select a company code. Name Specify the name of the purchasing company. Procurement Group Select a procurement group to assign to the purchasing company. On the Main tab, specify this information: Require Unit of Measure Select this check box if the unit of measure is required for purchase orders that are issued by the company. Reopen Closed PO Line Select this check box if a closed purchase order line can be reopened. Default Process Level From Header Ship To Select this check box if a process level default is used on a purchase order based on the purchase order header location. Reopen Closed PO Select this check box if a closed purchase order can be reopened. Process Level Required Select this check box if every purchase order that is created using this company must contain a process level. Allow Manual Acknowledgment Select this check box if purchase orders can be acknowledged manually. Add On Charge Close Days Specify the number of days after which the add on costs are canceled. Use this field if add on costs are specified on a purchase order, but are not displayed on the invoice. There must be no other activity, and all other processing must be complete. Purchase Order Approval Type Select whether approval is required. Delivery Tolerance Option Select a delivery tolerance option. Use Delivery Tolerance Days : The Delivery Tolerance Days are used. Disable Delivery Tolerance : The delivery dates are not updated. This delivery tolerance is used only if the delivery tolerance for both the purchasing vendor and the purchase from location are Default to Next Level. Delivery Tolerance Days Specify the number of days early or late that the delivery date can be when a purchase order is acknowledged. The acknowledgment date and the date tolerance range are used to update either the Early Delivery Date or the Late Delivery Date on the purchase order line. Last Purchase Order Specify the last purchase order number. Default Freight Terms Select the default freight terms. Manual Purchase Order Range Specify a purchase order range for manual purchase order numbers. If you create manual purchase orders, then you must use numbers within this range. In the PO Code section, specify this information: Allow Manual Entry Select whether the PO code can be added manually. You can select manual entry for all documents, purchase orders only, or you can select no. Default Method Select whether PO codes are used as default values from the inventory location, requesting location, vendor location, buyer group, or system. If you decide to use default values for PO codes from another solution, then you must indicate the PO code default value. You can use PO codes from Purchasing , Vendor Returns, Inventory Control , Requisitions , or Item and Order Billing. In the PO Issue section, select up to four header comment codes that you want to attach to the purchase order. In the System Defaults section, select an active purchase order code to default to a purchase order for purchase orders created from these modules and documents: Purchase Orders Vendor Returns Inventory Control Requisitions Customer Order Strategic Sourcing Use the PO Bill To If this tab is blank, then the inventory ship to location is used. If there is no record for the ship to location, then the purchasing ship to location is used. tab to specify contact details about the bill to address and other contact information. Use the Receiving and Returns tab to specify information about receiving and return documents for the company. Specify this information: Allow Receive All Select this check box if the receive all flag can be used in the online receiving process. Display Remaining Quantity tab to specify contact details about the bill to address andSelect this check box to display the remaining quantity on the form. Print Quantity Select this check box to print the quantity on the form. Last Purchase Order Receipt Specify the last purchase order receipt. Last Receipt Adjustment and Inspection Specify the last receipt adjustment and inspection. Message For Excess on Customer Order Purchase Select whether to create a receiver buyer message when more goods are received than were ordered. Receiver buyer messages are used if the item quantity received exceeds the quantity that was originally ordered, regardless of tolerance. This only occurs for purchase order lines that are created from Item and Order Billing orders. Disable Overshipment Messages Select this check box if your company policy is to accept all shipments. If selected, then overshipment tolerances are ignored and buyer messages are not generated for excess overshipments. Message For Substitutes Select whether a buyer message is created at receiving time to indicate that a substitute item was received. Undershipment Cancel Percentage Specify the quantity undershipment percentage for automatic back order cancellation that takes place at receiving time. Overshipment Percentage Specify the quantity overshipment percentage for receiving buyer messaging which occurs at receiving time. Package Tracking Level Select whether to use package tracking and indicate the tracking level. Valid values are, Header level , Line level , or Enable MSCM/RAD Tracking. Number of Labels Default=1 Select this check box to use a default value of 1 of the Number Of Labels field is blank on Purchase Order Receiving. Require Reason Code On Vendor Return Select this check box if a reason code is required for a return document. The reason code indicates why the goods are returned. Return Stock to Inventory on Cancel For vendor returns, select whether to return items to inventory when a return line is canceled. This field is only for inventory items. Last Vendor Return Specify the number that you recognize as the last document number that is assigned to a return. The number that you specify, plus one, is assigned to the next automatically-numbered return. These tabs are available for setting up default options: Cost Default. Set up default values for costs. You must set up Cost Default rules. The remaining tabs are optional. Accounting Default Set up dimensions and account defaulting for requisitions and purchase orders. Vendor Default Set up vendor defaults and vendor location defaults for requisitions and inventory replenishment by requisitions. Single Document to PO Set up defaulting for when you are creating a single purchase order from a single requisition or customer sales order. Procedure Info Output Configure the fields that are displayed on output for procedure information. Procedure information is processed during Purchase Order Issue. Document Template Select a document template to use to generate purchase order documents. If the Use IDM Template field is selected, then other document templates can be selected. To upload templates, see the Contextual Applications User Guide. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating shipping terms? [/INST] Creating shipping terms Shipping terms can be attached to a purchase order when the PO is created. You can apply shipping codes to purchase orders for a specific vendor. You can override default shipping codes when you define the purchase order. You can assign ship terms to a vendor on the Vendor Items page. The ship terms on the vendor are the default on purchase orders for the vendor. You can override the ship term on the purchase order. Select Supply Management > Supply Management Setup > Purchasing > Ship Terms. Click Create. Specify this information: Procurement Group Specify the procurement group. Ship Term Specify the ship term code. The ship term is used in Purchase Order Entry to print the ship term description on the purchase order. Description Provide a description of the ship term code, such as shipping point. This description prints on the purchase order. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating freight terms? [/INST] Creating freight terms Freight terms describe the freight methods that are used to ship purchases such as cash on delivery and prepaid. Default freight terms can be set for each vendor and can also be set for the purchasing company. Select Supply Management > Supply Management Setup > Purchasing > Freight Terms. Click Create. Specify this information: Procurement Group Specify the procurement group. Freight Term Specify a one-character code for the freight term. Description Provide a description. This description prints on the PO and certain reports and displays on certain forms. You can also change the description on individual orders. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating buyer groups? [/INST] Creating buyer groups Use buyer groups to sort and group information from buyers to improve reporting and processing of purchase orders. For example, you can issue purchase orders for an entire buyer group when you run Mass PO Issue. Select Supply Management > Supply Management Setup > Purchasing > Buyer Groups. Click Create. Specify this information: Procurement Group Specify the procurement group. Buyer Group Specify the buyer group code. Description Provide a description. Default PO Code Select the default PO code. This field is the purchase order code from a buyer group a buyer is associated when a purchase order is created. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Buyers? [/INST] Buyers The buyer is required to indicate who is performing the purchasing function. You must set up at least one buyer. You can define these functions for a buyer: Purchasing authority Purchase order limits Use purchasing authority to restrict buyers to certain purchasing classes, vendors, locations, and requesting locations. Purchasing classes are defined in Inventory Control You can also define purchase order limits for a buyer. Global Location Numbers can be assigned to a buyer to represent an entire purchasing organization as an entity. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating buyers? [/INST] Creating buyers You must create an employee record before you can create a buyer record. Select Supply Management > Supply Management Setup > Purchasing > Buyers. Click Create. On the Main tab, specify this information: Buyer Select a buyer code. Procurement Group Select a procurement group. Buyers are required to link to a procurement group. Buyer Group Select a buyer group. Buyer groups are used for reporting and inquiry. Reference 1 and 2 Specify up to two references. In the Options sections, specify this information: Limit Per PO Specify the maximum amount per purchase order that must not exceed. If the buyer order exceeds this amount, then the order cannot be released except by the administrator. Require Commodity Code Select this check box if a buyer is required specify a commodity code when creating purchase order lines. Require Purchasing Classes Select this check box if purchasing classes are required. Allow To Release PO Over Limits Select this check box to allow a PO to be released when limits such as Minimum Order or Maximum Quantity have been exceeded. Allow Display of Procedure Information Select this check box to provide the access to the buyer to use the Procedure Information fields. Procedure Information fields are necessary for the bill only requisition and purchase order functionality. This functionality is used for implants or other devices used during a medical procedure. If this field is selected, then the Procedure Information tab is available to this buyer. In the Allow Unit Cost Override section, specify this information: From Contracts Select this check box to override the cost on the purchase order if the cost is from the vendor contract. From Last PO or Last Cost Select this check box to override cost on the purchase order if the cost is from the last PO or the last cost. From Strategic Sourcing Select this check box if buyers can override the cost on purchase orders created from Strategic Sourcing. In the Defaults section, select the purchase approval type. In the Purchase Request Filters section, specify this information: Buyer Select this check box to set a default buyer value. Buyer Purchasing Classes Select this check box to set a default value for buyer purchase classes. Buyer Vendors, Purchase From Locations Select this check box to set a default value for vendor. Buyer Ship To Locations Select this check box to set a default value for buyer ship to locations. Buyer Requesting Locations Select this check box to set a default value for buyer requesting locations. Items With No Vendor Select this check box to set a default value for items with no vendor. Items With No Cost Select this check box to set a default value for items with no cost. Item Type Select an item type. Delivery Days Specify the number of delivery days. Priority Range Use this range to filter buyers by priority. PO Code Select the PO Code to use as the default value for this buyer. Manufacturer Select the item manufacturer code to use as a default value for this buyer. Contract If there is a price contract associated with this item, select vendor contract. On the Contact tab, specify this information: Country Select the name of the country if the buyer's address is not in the United States. Type Select the address type. Latitude Specify the latitude of the location. Longitude Specify the longitude of the location. Altitude Specify the altitude of the location. Click Save. The Purchasing Classes , Companies And Locations , and Vendors And Locations tabs are now available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning purchasing classes to buyers? [/INST] Assigning purchasing classes to buyers Select Supply Management > Supply Management Setup > Purchasing > Buyers. Open a buyer record. On the Purchasing Classes tab, click Create. Specify this information: Major Purchasing Class Select a major purchasing class. Minor Purchasing Class Select a minor purchasing class. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning companies and locations to buyers? [/INST] Assigning companies and locations to buyers Select Supply Management > Supply Management Setup > Purchasing > Buyers. Open a buyer record. On the Companies And Locations tab, click Create. Specify this information: Company Select a company number. Location or Requesting Location Select a ship to location or a requesting location for the buyer. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning vendors and locations to buyers? [/INST] Assigning vendors and locations to buyers Select Supply Management > Supply Management Setup > Purchasing > Buyers. Open a buyer record. On the Vendors And Locations tab, click Create. Specify this information: Vendor Select the vendor. Purchase From Location Select a purchase from location for the buyer. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase request filters? [/INST] Purchase request filters Purchase request filters are used to determine which items are selected. Use Manage Purchase Requests to create purchase orders from items that are ordered in another solution. If filters are not defined, then filters are determined by the buyer who is processing the purchase requests. The filters are based on the actor who is signed in. These are the available filters: Items with no cost Items with no vendor Specific buyer or PO code If a buyer has a worksheet filter for no cost items and if the buyer processes the purchase request filters, then only the pending purchase items that have no associated pricing information are available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating PO codes? [/INST] Creating PO codes The PO code is used in addition to the standard purchase order numbering to identify purchase orders. PO codes help to avoid duplicate purchase order numbers. If you use an alpha identifier code, then PO codes indicate ownership of a purchase order on printed documents. To determine who has created the purchase order, you can set up PO codes with alpha identifiers to identify the location that has created the purchase order. Examples are Lab1, Lab2, Lab3. Select Supply Management > Supply Management Setup > Purchasing > PO Codes. Click Create. Specify this information: Procurement Group Specify a procurement group. PO Code Specify a PO code. A purchase order code is an additional identifier for a purchase order number. Description Specify the name or description of the code. Billing Code Select a billing code. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Add on charges? [/INST] Add on charges Add on charges are predefined charges that are assigned to orders, order lines, invoices, and invoice lines. Add on charges (AOC) are printed on invoices and can be assigned a major or minor sales class. An AOC is a cost, or allowance, that is applied to the total cost of a purchase order, ERS receiver, or invoice. The cost is passed on to the customer. An add on cost increases the total cost of a purchase order and an add on allowance lowers the total cost of a purchase order. You can apply an add on charge at the line or header level of a purchase order. This table shows these methods in which you can apply add on charges and allowances to a purchase order: Methods Description Miscellaneous Add on Costs Attach miscellaneous add on cost or allowance to the purchase order header and apply to the entire purchase order. The amount you are adding can be an amount or a percentage of the total unit for the purchase order. Add on cost (AOC) Spread AOC spread is an option on the purchase order header that can be used to spread or divide add on costs or allowances over the existing lines on a purchase order when you add the spread. AOC spread can only be added or maintained after you select Add to add the purchase order to the database. Item Add on Costs Item add on costs and allowances are expenses attached to the purchase order line. For example, freight charges are costs that you normally pass on to the customer. You can apply the freight charge to the total cost of the purchase order as an add on charge. You can add tax to the add on charge on the purchase order if tax was originally paid on it, for example, shipping and handling. Other examples of add on charges that are added to a purchase order are insurance, handling charges, and shipping charges. You can also add value-added costs to purchase orders, such as production costs and art and design costs. Add on charges that are established as an add on charge spread or an item add on charge for inventory items are landed add on charges. A landed add on charge means that the AOC is included in the inventory value. When inventory is updated for a non-standard cost company, the inventory is valued at the cost plus add on charges. See the Match User Guide. Purchasing posts journal entries for the value of the add on charge to the inventory account that is defined for the item master. If the items are no longer in inventory, then it is posted to your inventory variance account. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating add on charges? [/INST] Creating add on charges Select Supply Management > Supply Management Setup > Purchasing > Add On Charges. Click Create. Specify this information: Company Select a company number. Add On Charge Specify an add on charge code and description. Type Select the type of add-on charge. Options are Cost , Allowance , Freight , Insurance. Expenses such as freight costs or other miscellaneous costs must be defined as cost. Allowances or deductions such as credits and returns, must be defined as allowance. Track Type Select a tracking type. Tracking type is an additional type that is required to report specific AOC. Spread Method Select a method of spreading or distributing total add on charge amounts across the invoice. AOC can be spread by Quantity , Volume , Weight , Amount , and Rate. Spread AOC on the invoice can be changed or added for amount and quantity only. Taxable Select this check box if the add on charge is taxable. Summarize Select this check box to summarize and print the add on charge amount for item lines only on the purchase order document. Clear this check box to print it on each line and at the end of the purchase order document. Print On PO Select this check box to indicate whether this add on charge is printed on the purchase order document or is transmitted using EDI. Landed Select this check box if the add on charge is landed. If the add on charge is a non-spread type, then the default is non-landed. Posting Account Specify the accounting string that is defined for AOC amounts. Difference Account Specify the accounting string to which the remaining add on charges are posted due to a spread. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Undershipment cancel percentage? [/INST] Undershipment cancel percentage The undershipment cancel is the percentage of undershipment that is allowed at receiving for a vendor. The undershipment cancel action overrides the tolerance that is defined for the Purchasing company. For undershipments within this tolerance, back orders are canceled. If undershipments exceed this tolerance, then backorders remain effective. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Vendor purchase from location? [/INST] Vendor purchase from location Simliar to Payables vendor locations, you can use the vendor purchase from location to specify multiple distribution addresses for a single vendor. Some vendors may have several locations from which you can order. If you send purchase orders to different warehouses that belong to the same supplier, each warehouse can be a vendor purchase from location. You can define Purchasing vendor information to a specific purchase from location. The location must be defined in Payables as a vendor location prior to adding it as a vendor purchase from location. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating purchasing vendors? [/INST] Creating purchasing vendors Select Vendor Purchasing Information. Click Create. Specify this information: Vendor Group Select a vendor group. A vendor group represents a group of vendors that can be shared by one or more companies. Vendor Select a vendor identification code as defined in the Payables Vendor. On the Main tab, specify this information: Contact Name Specify the name of the person to contact at the vendor. Phone Country Code/Phone Number/Extension Select the phone country code and specify the phone number/extension of the vendor. Fax Country Code/Phone Number/Extension Select the fax country code and specify the fax number/extension of the vendor. Email Specify the email address of the vendor. Default Buyer Select the default buyer code that is assigned to the vendor purchase from location. In the Original PO Issue section, specify this information: Issue Method Select the method used to issue the original purchase order to the vendor. Select Paper to issue the original purchase orders in paper format. Select Fax to issue the original purchase orders by fax. Select EDI to issue the original purchase orders by electronic data interchange. Select Email to issue the original purchase orders by email. Do Not Print XML EDI Number Specify the number to identify the trading partner in the EDI translation. Default PO Code Select the PO code that is the default from the vendor location to the purchase order. In the Revised PO Issue section, specify this information: Issue Method Select the method to issue the revised purchase order revisions to the vendor. Select Paper to issue the revised purchase orders in paper format. Select Fax to issue the revised purchase orders by fax. Select EDI to issue the revised purchase orders by electronic data interchange. Select Email to issue the revised purchase orders by email. Do Not Print XML EDI Number If you are using EDI, then specify a value that identifies the EDI Trading Partner for Purchase Order EDI transactions for the vendor. EDI Transaction For vendors that receive purchase order revisions through EDI, select whether the EDI transaction is a normal PO Transaction or a Change Transaction. Include Select the information to include when a revised purchase order is reissued. Revisions Only Revisions Complete Reissue Not Applicable In the Limits section, specify this information: Open Purchase Limit Specify the amount that cannot be exceeded in the Open Purchase Amount. Minimum Weight Per PO Specify whether there is a minimum weight limit for each purchase order that is created. Minimum Purchase Order Amount Specify a minimum goods amount that must be exceeded on a purchase order. If this minimum is not met, then orders cannot be released. In the Tolerances section, specify this information: Undershipment Tolerance Percentage Specify the quantity undership percentage for automatic back order cancellation. For example, if 10% is specified here, and a quantity of 91 is shipped against an order quantity of 100, that is a 9% undershipment. Because this is less than a 10% limit, the back ordered amount is canceled. This calculation happens at receiving. If a backorder is not canceled manually, then these actions are checked in this order: Purchase order line Purchase order vendor purchase from record Purchase order vendor record Company record Overshipment Tolerance Percentage Specify the quantity overshipment percentage. Undershipment Tolerance Option Select an undershipment tolerance option. Default to Next Level : The tolerance option from the next higher defaulting level is used. Use Undershipment Tolerance : The Undershipment Tolerance Percentage is used. Cancel All Backorders : Backorders are canceled. Overshipment Tolerance Option Select an overshipment tolerance option. Default to Next Level : The tolerance option from the next higher defaulting level is used. Use Overshipment Tolerance : The Overshipment Tolerance Percentage is used. Disable Overshipment Message : Overshipment messages are not created. Vendor Minimum Order Edit Select whether to include requisitions when checking for vendor minimum order amount. Delivery Tolerance Option Select a delivery tolerance option. Default to Next Level : The tolerance option from the next higher defaulting level is used. Use Delivery Tolerance Days : The Delivery Tolerance Days are used. Disable Delivery Tolerance : The delivery dates are not updated. This delivery tolerance is used only if the delivery tolerance for the purchase from location is Default to Next Level. Delivery Tolerance Days Specify the number of days early or late that the delivery date can be when a purchase order is acknowledged. The acknowledgment date and the date tolerance range are used to update either the Early Delivery Date or the Late Delivery Date on the purchase order line. On the Options tab, specify this information: Return Material Authorization Required Select this check box if the vendor requires Return Merchandise Authorization (RMA) numbers when returns are created. The RMA number is required on any returns that are created to the vendor. Return Material Authorization Document Required Select this check box if the vendor requires their return documents to be shipped with the return goods. Allow Change to Punchout Purchase Order Select this check box to change to a punchout line. Allow Vendor Item Update Select this check box if changes from PO acknowledgments can update a vendor item on a PO line. GTIN In Use Select this check box if the vendor uses the GTIN system for the items. Update Item from GTIN Select this check box if the GTIN information coming from a vendor updates the item master. If this field is selected, then the GTIN data from the vendor updates the item master. Mix Contracts On Purchase Order Select this check box if requisition lines or purchase order lines with different contract numbers or payment terms can be combined into a single purchase order. Override Contract Cost Select this check box to indicate that when Transmitted PO Acknowledgment or Receipt Interface is run and the cost source is from the Contract, the PO unit cost is updated with the cost from the Vendor. Override Last PO Last Cost Select this check box to indicate that when Transmitted PO Acknowledgment or Receipt Interface is run and the cost source is from the last PO or last cost, the PO unit cost is to be updated with the vendor's cost. Print Location ID on PO Select whether Health Industry Number (HIN) or Global Location Number (GLN) for the inventory location is printed on the purchase order line when issuing purchase orders for a specific vendor or purchase-from location. Single Document To A Purchase Order Select an option to create purchase orders for the PO vendor. Location Control Determine how requisition lines can be combined, based on the requesting location. Update Purchase Order Cost Select whether to update purchase order cost from receipt or Acknowledgment. In the Terms section, specify this information: Freight Term Select freight terms that you want to be the default values on the purchase order for this vendor. Ship Term Select the ship terms that you want to be the default values on the purchase order for this vendor. In the Delivery section, specify this information: Leadtime Days Specify the number of days you expect to elapse from the order date to the receive date. This number is used to calculate an expected early delivery date for non-stock and special order item types on a purchase order. Normal Delivery Day Select the day of the week this vendor normally delivers. PO Ship Via, Unloading Port Specify the ship via description. The ship via description is used to identify the means of transporting goods from the vendor. For example, air freight, overnight, UPS. This code prints on the purchase orders for the vendor. Return Ship Via, Loading Port Specify the shipping method to use for the shipment of return goods to the vendor. In the Reorder Days section, decide whether vendors are processed with a specific order day or those with no order days that are assigned. On the Procedure Info Output tab, specify this information: Visit Number Select whether to print or mask the procedure information of the visit number. Medical Record Number Select whether to print or mask the procedure information of the medical record number. Case ID Select whether to print, transmit, or mask the procedure information of the case ID. Procedure Modifier Select the Print check box to create the procedure modifier information. Procedure Date Select whether to print or transmit the procedure date information. Practitioner Select whether to print or transmit the procedure information of the practitioner. Coordinating Nurse Select the Print check box to create the procedure information of the coordinating nurse. Patient Name Select the Print check box to create the procedure information of the patient name. Birth Date Select the Print check box to create the procedure information of the birth date. Gender Select the Print check box to create the procedure information of the gender. Social Security Number Select whether to print or mask the procedure information of the social security number. Sales Representative Select the Print check box to create the procedure information of the sales representative. Supplier Order Number Select the Print check box to create the procedure information of the supplier order number. Requester Select the Print check box to create the procedure information of the requester. Lot Number Select whether to print or transmit the procedure information of the lot number. Serial Number Select whether to print or transmit the procedure information of the serial number. User Defined 1 and 2 Select whether to print or mark the procedure information of the users. Click Save. The Purchase From Locations and Cross Reference Vendor tabs are now available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating cross reference vendors? [/INST] Creating cross reference vendors Cross Reference Vendors are used to link vendor numbers in an external system to vendors in Financials & Supply Management. Select Supply Management Setup > Purchasing > Vendor Purchasing Information. Open a vendor record. On the Cross Reference Vendor tab, click Create. Specify a cross reference vendor name and description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating multiple account numbers for a vendor? [/INST] Creating multiple account numbers for a vendor Use this procedure to set up account numbers for vendors that have multiple ship to locations. After vendor accounts are defined, you can print or send the account number for all issue methods for a vendor-based purchase. The account number is required for the shipping and billing. Select Supply Management > Supply Management Setup > Purchasing > Vendor Purchasing Information. Open the purchasing vendor record. On the Vendor Accounts tab, click Create. Specify this information: Vendor Location Optionally, select a vendor location. Company Select the company. Inventory Location Optionally, select the inventory location. Vendor Account Specify the vendor account number. Click Save. Repeat the steps for each location. .</s>

<s>[INST] In the context of INFOR Docs, tell me about eFax? [/INST] eFax eFax is used to transmit faxes from Purchasing and Item and Order Billing. Before you configure your fax capabilities, you must acquire some information from your internet fax provider. For more information, refer to the documentation that is provided by your internet fax provider. For information about using the fax functionality in Supply Management , see the Purchasing User Guide and the Item and Order Billing User Guide. Note: Fax configurations may vary depending on your fax provider. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring eFax? [/INST] Configuring eFax Select Supply Management > Supply Management Setup > Shared Setup > Fax Configuration. Click Create. In the Fax Configuration Vendor section, specify this information: Fax Configuration Specify a code and description for your internet provider account record. Default Select this check box if this is your default fax record. In the Account Details section, specify this information: Account ID Specify the account number. This information is provided by your internet fax provider. User Name Specify the user name designated by your fax provider when you set up your internet fax account. Fax Password/Confirm Password Specify a password and retype it to confirm. In the Disposition Defaults section, specify this information: Fax Priority Select a value in which the fax transmission is prioritized in the queue. See the documentation provided by you internet provider. Language Select the language for your transaction. Level Select the level at which you are notified of fax transmission error or success. Method Select the method by which you receive fax transmission errors and successes. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up fax capability for the purchasing vendor? [/INST] Setting up fax capability for the purchasing vendor Before you can fax purchase orders, the purchasing vendor must be set up with a fax number. Select Supply Management > Supply Management Setup > Purchasing > Vendor Purchasing Information. Open the vendor record to setup fax capability. On the Main tab, specify this information: Issue Method Select Fax as the transmission value for the original purchase order issue. You can select a separate issue method for revisions in the Revised PO Issue section. Fax Country Code/Phone Number/Extension Select the fax country code and specify the fax number and its extension for the vendor. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up an eFax email address? [/INST] Setting up an eFax email address If the Level value on your Fax Configuration menu is Error , Success , or Both , you must setup a valid email address to which the Disposition Notifications can be sent. Select Supply Management > Shared Processes > Employee Information. Open the employee profile record. On the Personal Information tab, click Create. Specify this information: Telephone Type Select Email. Email Address Specify the email address to which the Disposition Notifications must be sent. Preferred Email Select this check box when you specify an email address. Click Save. On the At A Glance tab, click the select icon for the Use For Work Email field. Select the email record that you created in step 4. Click Save. If the email address is changed on the Employee Profile, then the email address on that employee’s Buyer record is automatically updated. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement templates? [/INST] Procurement templates Procurement templates are used to create requisitions and purchase orders. You can create and use procurement templates for efficient ordering of frequently used items. You can also create other templates for different purchase orders. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating procurement templates? [/INST] Creating procurement templates Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Click Create. Specify this information: Procurement Group Select a procurement group. Template Reference Specify a code to use for the template. Description Provide a description for all service and special items types. From Company Select the reference purchase order company where the procurement template is being copied. From Location Select the reference inventory control location where the procurement template is being copied. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning contract lines to procurement templates? [/INST] Assigning contract lines to procurement templates Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Open a template record. On the Lines tab, click Create. Specify this information: Type Of Item Select From Contract Line. Contract Select a contract for the template. Contract Line Select a contract line for the template. Quantity Specify the quantity. Unit Of Measure Select the unit of measure for the item. Company Select a company number. From Location Select the Inventory Control location. Inventory control location is the default on the Requisition or Purchase Order line. Use Requesting Location Account Select this check box to use the requesting location account instead of the distribution account. Distribution Account Specify the distribution account information. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning special item lines to procurement templates? [/INST] Assigning special item lines to procurement templates Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Open a template record. On the Lines tab, click Create. Specify this information: Type Of Item Select Special Item. Special Item Select a special item for the template. Special Item Description Provide a description for the special item. Manufacturer Code Specify the manufacturer code information for the template. Manufacturer Number Specify the manufacturer number. Quantity Specify the quantity. Unit Of Measure Select the unit of measure for the item. Company Select a company number. From Location Select the Inventory Control location which is the default to the Requisition or Purchase Order line. Use Requesting Location Account Select this check box to use the requesting location account to override the distribution account. Distribution Account Specify the distribution account information. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning item master lines to procurement templates? [/INST] Assigning item master lines to procurement templates Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Open a template record. On the Lines tab, click Create. Specify this information: Type Of Item Select Item Master Item. Item Select an item for the template. Quantity Specify the quantity. Unit Of Measure Select the unit of measure for the item. Company Select a company number. From Location Select the Inventory Control location which is the default to the Requisition or Purchase Order line. Use Requesting Location Account Select this check box to use the requesting location account to override the distribution account. Distribution Account Specify the distribution account information. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning service lines to procurement lines? [/INST] Assigning service lines to procurement lines Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Open a template record. On the Lines tab, click Create. Specify this information: Type Of Item Select Service. Service Item Select a service item for the template. ServiceDescription Provide a description for the service item. Service Code Select the service code. Options are Quantity , Amount , or Not A Service Item. Commodity Code Select the commodity code. Quantity Specify the quantity. Unit Of Measure Select the unit of measure for the item. Company Select a company number. From Location Select the Inventory Control location which is the default to the Requisition or Purchase Order line. Use Requesting Location Account Select this check box to use the requesting location account to override the distribution account. Distribution Account Specify the distribution account information. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Assigning participants to procurement templates? [/INST] Assigning participants to procurement templates Template participants define who can use a particular template. Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Open a template record. On the Participants tab, click Create. Specify this information: Company Select a company number. Requesting Location Select the location requisitioning items. Requester Optionally, select a requester. Buyer Group Select the buyer group. Buyer Optionally, select a buyer. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating procurement templates from contracts? [/INST] Creating procurement templates from contracts Select Supply Management > Supply Management Setup > Purchasing > Procurement Templates. Click Create From Contract. Specify this information: Procurement Group Select a procurement group. Template Reference Specify a code to use for the template. Description Provide a description for all service and special items types. Contract Specify the contract number. Copy All Lines Select this check box to select all contract lines for the template. Click Next. On the Procurement Template Line tab, if you are not copying all of the lines, use the helper list to select contract lines for the template. Click Next. On the Procurement Template Participants tab, create a participant record. Click Next. On the Procurement Template Summary tab, click View Template. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order document templates? [/INST] Purchase Order document templates Purchase order document templates are used to create Purchase Order documents. Purchase order document templates can be attached to the Purchasing company. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating purchase order document templates? [/INST] Creating purchase order document templates Select Supply Management > Supply Management Setup > Purchasing > Purchase Order Document Templates. Click Create. Specify this information: Company Select a company number. Purchase Order Document Template Select the purchase order document template to upload. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM templates? [/INST] IDM templates Infor Document Management (IDM) is used to create templates that can be attached to the Purchasing company. IDM templates include these types: Purchase Order IDM Templates Receiving Delivery and Putaway IDM Templates .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating IDM templates? [/INST] Creating IDM templates Select Supply Management > Supply Management Setup > Purchasing > Purchasing Documents IDM Templates. Click Create. Specify this information: Name Specify the name of the purchase order template. Description Provide a description for the template. Output Format Select whether the output format is in PDF or DOCX. Attachment Select the template to upload. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Sample IDM templates? [/INST] Sample IDM templates Sample IDM templates can be opened and used to create custom templates. The templates are saved as Purchase Order or Receiving Delivery and Putaway IDM Templates. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating sample IDM templates? [/INST] Creating sample IDM templates Select Supply Management > Supply Management Setup > Purchasing > Sample Purchasing Document Templates. Click Create. Specify this information: Sample Document Template Specify the sample purchase order template. Description Provide a description for the template. Instructions Provide the instruction to indicate how to modify templates. Attachment Select the attachment to upload. IDM If you select this check box, then a template must be used to create a Purchase Order IDM template. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement cards setup? [/INST] Procurement cards setup Procurement cards are employee credit cards. Before you can use procurement cards, there is some setup that must be performed including merchants and optional merchant groups, category codes, and reason codes. You are also required to associate merchants with vendors. See the Purchasing User Guide for processing data after the setup is complete. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement cards? [/INST] Procurement cards A procurement card is a bank credit card that is given to company employees so that they can buy items. These are some of the benefits of using procurement cards: Buying process is streamlined. You avoid having to create requisitions and purchase orders. Time and purchasing costs are reduced, especially for low-value items that you frequently buy.Buying process is streamlined. You avoid having to create requisitions and purchase orders. Quick payment to vendors and rebates from the card provider are maximized. All spending data is captured for easy reporting of both purchase orders and procurement card purchases. The buying process is simplified because payments are made directly to the bank on a regular basis. As a result, fewer invoices are needed as compared to individually paying each vendor. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement groups? [/INST] Procurement groups A procurement group is a level above company where you can consolidate purchasing activities for a flexible multi-company procurement structure. Purchasing functions such as buyers, freight and shipping terms, and contracts are tied together at the procurement group level. You can assign multiple Purchasing Companies to the same procurement group. All vendors and buyers that are tied to a procurement group are available to any company that you assign to that procurement group. Contracts are tied to a procurement group so that the contract can be used by more than one company. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating procurement groups? [/INST] Creating procurement groups Select Supply Management > Supply Management Setup > Groups and Companies > Procurement Groups. Click Create. Specify the Procurement Group code and Description. On the Main tab, specify this information: Default Contract Currency Select a default currency code. Default Blanket Purchase Type PO Code Specify the PO Code that will be used on a blanket price agreement that is defined at the procurement group level. Default Standing Purchase Type PO Code Specify the PO Code that will be used on a standing price agreement that is defined at the procurement group level. Default Service Purchase Type PO Code Specify the PO Code that will be used on a services price agreement that is defined at the procurement group level. Allow Special Items On Templates Select this check box if special items are allowed on templates. Purchase Order Encumbrance Date Select an encumbrance date for the purchase order. Select Purchase Order Date Select Line Early Delivery Date Requisition Commitment Date Select an requisition commitment date. Select Creation Date Select Line Early Delivery Date Mask Procurement Card Number Display Select this check box to mask the procurement card number so that only the last 4 digits are displayed. Mask Procurement Card Number Entry Select this check box to mask the procurement card number during its entry into the system. Lifetime Maximum Edits On Contracts Select the check boxes to indicate the lifetime maximum edits to include on contracts for commitment spreads if you use them. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Merchants and merchant groups? [/INST] Merchants and merchant groups A merchant is a retailer from which you buy goods, such as a hardware store or discount retailer. Setting up merchants is optional. One advantage is for tax reporting purposes. When adding a merchant, you can specify the tax ID number for the merchant and the income code. By assigning income codes to active merchants, you can track 1099 reportable income for any purchases you create. For information about income codes and 1099 reporting, see the Payables User Guide. Merchants can be the same as a Payables vendor, or they can be different. For example, a corporate office can be set up as a vendor, but the individual retail stores reporting to corporate can be set up as merchants. You can associate a merchant with a Payables vendor using Procurement Card Merchant Cross Reference You can track the total amount that you spent for the vendor, without adding up the totals from several retail stores that belong to the same corporation. Merchants can be gathered together into a merchant group. When reviewing cardholder requests, administrators decide whether to include or exclude merchants in the merchant group from the procurement card transactions. If merchants are included, then only the merchants that belong to the merchant group are valid for that card. If merchants are excluded, then only merchants that are not in the merchant group are valid for that card. Merchant groups belong to a program, and are set up either by merchant name, or by merchant category code. You cannot delete a merchant if it is assigned to a merchant group. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Merchant category code? [/INST] Merchant category code A merchant category code (MCC) is a four-digit, universal code that is assigned to merchants who accept credit cards. The MCC identifies the type of goods they sell. For example, the MCC for a grocery store can be #5411 for grocery stores and supermarkets. When administrators assign merchant groups, including MCC to procurement cards, they restrict the card use to the merchants in that group. When setting up a merchant group, you can indicate whether to identify merchants by name or by MCC. If you identify them by name, then bank charges are only accepted for a merchant with that name. If you identify them by MCC, then for each purchase using the procurement card, the MCC code of the merchant and the MCC code of the procurement card are compared. If the codes are different, then the purchase is prohibited. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating merchants? [/INST] Creating merchants Use this procedure to manually create merchants. After creating the merchant, you can assign it to a merchant group and associate it with a Payables vendor. You must create a procurement group and a procurement card process before you can create a merchant. During procurement card setup, you can specify whether to automatically add merchant names when charges are imported or to manually add them. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Merchants. Click Create. Specify this information: Procurement Group Select a procurement group. Procurement Card Program Select the procurement card program name. Merchant Specify the merchant. The merchant must belong to the same vendor group as the vendor. Name Specify the merchant name. On the Main tab, specify this information: Tax ID Specify the tax identification number for the merchant. If a tax ID is specified, then you must select an income code. Income Code Select a code that represents a type of income withholding. Income codes are used to track taxable income for reporting or withholding purposes. This field is the default income code for the merchant, but you can override it during charge approval. In the Address section, specify this information: Country Select the country of the merchant's address. Type Select the address type. Latitude Specify the latitude of the location. Longitude Specify the longitude of the location. Altitude Specify the altitude of the location. Search Name Specify a search name for the merchant. The search name is used to sort reports and listings. If this field is blank, then the merchant name is the default. Legal Name Specify the merchant's legal name. In the Contact Information section, specify this information: Contact Name Specify the primary contact person for the merchant for the procurement card issue. Phone Country Code/Phone Number/Extension Select the phone country code and specify the phone number/extension of the merchant. Fax Country Code/Phone Number/Extension Select the fax country code and specify the fax number/extension of the merchant. Click Save. The Merchant Groups and Vendor Cross Reference tabs are now available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating merchant groups? [/INST] Creating merchant groups Merchant groups are set up by merchant name or merchant category code. Use this procedure to assign a merchant group to a procurement card process. Setting up merchant groups is an optional procedure. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Merchant Groups. Click Create. Specify this information: Procurement Group Specify a procurement group. Procurement Card Program Select the program to which the merchant group belongs. Merchant Group Specify the name and the description of the merchant group. Merchant Group Type Select whether to identify the merchant group by name or by merchant category code (MCC). Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Associating merchants with vendors? [/INST] Associating merchants with vendors By associating a merchant with a Payables vendor, you can report on purchases that are created to a merchant as part of the total amount spent with a vendor. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Merchant Vendor Cross Reference. Click Create. Specify this information: Procurement Group Select a procurement group. Program Name Select the procurement card program where the merchant belongs. Vendor Select the Payables vendor to associate the merchant. Vendor Location Select the vendor's location. Merchant Select the merchant to associate with the vendor. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement card reason codes? [/INST] Procurement card reason codes Reason codes are used to explain the status of a bank charge, for example, the identification of why a charge is disputed or rejected. Active reason codes cannot be deleted. Inactive reason codes cannot be assigned to a bank charge. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating procurement card reason codes? [/INST] Creating procurement card reason codes Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Reason Codes. Click Create. Specify this information: Procurement Group Specify a procurement group. Program Select the procurement card program where the reason code belongs. Reason Code Specify a code that represents the reason for a charge's status. Description Specify a description for the reason code. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating procurement card numbers? [/INST] Creating procurement card numbers This process is used to assign procurement card numbers. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Procurement Card Numbers. Click Create. Specify this information: Card Number Specify a procurement card number. Card Type Select the procurement card type. Tax Option Select whether the procurement card is Taxable or Exempt. Effective Date Select the date the procurement card number is effective. Expiration Date Select the expiration date of the procurement card number. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement card user and program management? [/INST] Procurement card user and program management Procurement card programs must be set up and maintained by a program administrator. The administrator is set up as any other user but is flagged as an administrator. A user can also be flagged as a proxy. Users can request procurement cards and those requests are accepted by the administrator of the program. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement card user IDs? [/INST] Procurement card user IDs Use the Procurement Card Users page to define and maintain procurement card users. Users can be assigned as a procurement card program administrator in Procurement Card Program setup, as requesters and proxy in Procurement Card Request and as a procurement card cardholder. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Maintaining procurement card users? [/INST] Maintaining procurement card users You must verify that the Procurement Card user, the administrator, and the proxy are linked to employee records. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Procurement Card Users. Click Create. Specify this information: Procurement Group Select a procurement group. Procurement Card User Specify the card user. Reference 1 and 2 Optionally, specify reference information. Administrator Select this check box if this user is a card administrator. Proxy Select this check box if this user is a proxy. Note Provide the informational text from the person who is requesting the card. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement card program and administrator? [/INST] Procurement card program and administrator A program is the credit card service that is offered by the bank, such as Visa, American Express, or US Bank. You can designate someone at your company to be the administrator for each program. The procurement card administrator performs several tasks. These tasks include setting up the programs used by your company and handling requests for procurement cards from users. Administrators can approve, cancel, or reject a card request. When the credit card is sent from the bank, the administrator assigns the card number, expiration date, and effective date and activates the procurement card. The administrator can also set a maximum amount that is allowed per charge on the card and other restrictions. The administrator decides whether the procurement card is to be used by more than one person. It can be a single or group type of card. When setting up a program, the program administrator can perform these functions: Assign a procurement group Assign and maintain Card User IDs. User IDs are required for Administrators, Proxies, and Card Users. Specify the date that the program becomes effective. Assign a Payables company to each program. Select a Payables vendor representing the bank or other financial institution. Decide whether reason codes are required for bank charges that are disputed. Specify whether bank charges are automatically approved or closed upon approval. Specify whether to automatically add merchant names into the system upon import of charges. Administrators must create at least one procurement card program and assign a Payables company to it before users can request a procurement card. Programs cannot be deleted if a card request exists or if there are open charges for the program. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement card proxy? [/INST] Procurement card proxy When adding information about the card holder, an administrator assigns a proxy to the procurement card. The proxy oversees the procurement card use of a group of card holders. Reports are available to help the proxy monitor card use and bank charges. To view imported charges, use Procurement Card Charges. A proxy's name is required for each procurement card. If your company does not use a proxy to oversee groups of card holders, then the administrator's name can be used instead. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Charge types? [/INST] Charge types These types of bank charges are created when processing procurement cards: Adhoc charges does not require purchase order. PO charges require a purchase order. You can use this type of charge to buy items. During setup, administrators create these decisions regarding bank charges: Whether all charges are automatically approved when Procurement Card Invoice and Release is run. Whether charges are closed after they are approved. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement cards integration with Payables? [/INST] Procurement cards integration with Payables Procurement Card statements are paid by Payables. The Procurement Card solution is used to create invoices for each statement of charges received from the bank. This Payables invoice is processed and paid using the Payables payment cycle. The procurement card number can be assigned during vendor setup to be the default on the purchase orders that are created for that vendor. Additionally, the Payables vendor can be flagged to require a procurement card number while creating a purchase order for that vendor. Vendors can be set up for procurement cards during conversion by using Vendor Conversion Payments are created to the procurement card bank that is defined as a vendor in Payables In addition, procurement card merchants can be associated with a Payables vendor. You can create consolidated 1099 reports for vendors and merchants and other procurement card reports. These are the 1099 reports that you can use: US 1099 Tape Creation can restrict to up to 10 merchants. Reportable Income Report can restrict the listing of a vendor's reportable income by procurement card program and merchant or merchant group. When run by a specific vendor, these reports list the income for the vendor and its associated merchants. .</s>