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<s>[INST] In the context of INFOR Docs, tell me about Troubleshooting: When requester punchout vendor already exists? [/INST] Troubleshooting: When requester punchout vendor already exists Issue: Customer created requester profiles and punchout vendors. They assigned punchout vendors to the requesters. When opening a requester profile to see which vendors are in their profile, the area is blank. If they try to add a vendor to the requester, an error message is displayed indicating that the requester punchout vendor already exists. Use the procedure to fix the issue: Search for Agent. Open the Agent business class. Search for your agent record. Click the magnifying glass icon. In the Name field, specify 1000 <Your Employee ID>. <Your Employee ID> is the number that you used when you created your employee record. This is also your Infor Network ID. This search should return a record with an Agent Type of Employee. Open your employee agent record from the previous step. The Parent Agent field should be blank. Select Actions > Link to Actor. Select your Actor and click OK The Parent Agent field should now contain UUID. Use this path to access the configuration screens from a web browser: server:host/<prodline>/<webapp>/list/Agent .</s>

<s>[INST] In the context of INFOR Docs, tell me about Production Management setup? [/INST] Production Management setup Production Management integrates with these solutions that require setup prior to setting up Production Management : Global Ledger Inventory Control Item and Order Billing Warehouse Requisitions See the Production Management User Guide for processing data after the setup is complete. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setup prerequisites? [/INST] Setup prerequisites Before you set up Production Management you must perform some prerequisite setup in these solutions: Global Ledger Inventory Control Optionally, perform setup tasks for these solutions if your organization uses them: Item and Order Billing Requisitions Strategic Ledger See the Financials Setup And Administration Guide and the Supply Management Setup And Administration Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Offsite locations and production facilities? [/INST] Offsite locations and production facilities A location is a place in a company where inventory is stored. A location can represent a physical place, such as a city, building, or floor of a building. Location can also represent a logical classification, such as spare parts, office supplies, consignment inventory, or a warehouse. Production facilities are the locations where finished goods are produced. Production facilities must be defined as inventory locations in the Inventory Control solution. Note: When you select manual numbering, you cannot change to automatic numbering after creating any work orders for your company. The waste, variance, and work-in-process (WIP) accounts are assigned from the Global Ledger solution when production facilities are defined. This table shows how these accounts are used in Production Management. Account Description Waste Cost of damaged components that are expensed and are not used as part of the cost of goods sold. Variance When you reverse a work order and a cost is returned from inventory for byproducts, the amount is posted to the variance account. When the quantity of goods produced does not match the components used, the difference between the component costs is posted to the variance account. If you are a standard cost inventory company and your actual costs of producing a finished good do not match Inventory Control's known standard cost, the difference is posted to the variance account. Work-in-Process Component inventory costs post to the work-in-process account during production if you perform picking feedback. Component inventory costs are also posted to work-in-process during production feedback. Income statement Flag that indicates whether postings to production credit, burden absorption, and material expense accounts should occur. Offsite locations are locations that are external to your company. They complete all or part of the production of finished goods. Offsite locations are not defined as production facilities in Inventory Control. At offsite locations, offsite components can be added to finished goods. Offsite components are not inventory-tracked at the production facility. These components can be owned and inventoried by offsite locations. Offsite components are not included in your company's inventory. If any normal or packaging components are sent offsite for production, they must be inventoried items at the production facility or another inventory location. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finished good bill of materials? [/INST] Finished good bill of materials A bill of material (BOM) is list of all components, parts, and raw materials that make up a parent assembly, showing the quantity required to make the assembly. A single-level bill of material is used in Production Management A single-level bill of material contains the components used to produce the finished good. Finished goods can be assigned as a component of another finished good to build subassemblies. A work order produces only one finished good bill of material level at a time. A finished good bill of material contains the number of components for each finished good and the order in which they are used in production. You can also assign burdens, byproducts, and comments to a finished good bill of material. After production is complete, a finished good may require further work because of poor quality or incomplete assembly. Another work order can be created for the finished good by adding the item as a component of itself and selecting the rework component type. This can be done on either Finished Goods or Work Order forms. Example of Finished Good Bill of Material An example of a finished good bill of material is a box of 12 chocolate-covered cherries. For this finished good, the components are chocolate cherries creamy syrup box tissue lining In this example, a byproduct is created in the form of chocolate drops. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finished goods? [/INST] Finished goods A finished good is comprised of components, packaging, burdens, byproducts, and comments. The cost of a finished good is the sum of its components and its burden costs. Burden costs are costs of production such as machine setup time, labor, and allocated rent. Finished goods must be defined as items in the Inventory Control solution before you can create a bill of material. They are set up as inventoried items at the production facility. A finished good cannot be set up as a catch weight item. It can be tracked by bin, lot, serial number, or multiple unit of measure. See the Inventory Control User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Byproducts? [/INST] Byproducts A byproduct is a product that is created as the result of producing a finished good. Byproducts are not assigned costs and do not reduce the value of the finished good. All byproduct costs are absorbed as part of the cost of the finished good. Like finished goods, byproducts must be defined as items in the Inventory Control solution and set up as inventoried items at the production facility. A byproduct cannot be set up as a catch weight item. Byproducts can be tracked by bin, lot, serial number, or multiple unit of measure. See the Inventory Control User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Components? [/INST] Components A component is an item that is assigned to a kit item for production. Both item components and kit items must be defined in the Inventory Control solution before the kit and component relationships can be defined. These are the types of components: Normal Packaging Offsite Rework Normal components and packaging components must be set up as inventoried items at an inventory location for your company. Examples of packaging components are plastic wrap, boxes, box liners, and pallets. Normal and packaging components can be set up as catch weight items. They can also be tracked by bin, lot, serial number, or multiple unit of measure. Packaging components are always optional when assembling a finished good, even though they are part of the bill of materials. Offsite components are owned by an offsite location and used during the offsite production process. When offsite components are included in the bill of material, you must assign an offsite location to the offsite component. Planned quantities of these components are tracked in the Production Management solution. The actual quantities that are used and individual costs for offsite components are not tracked in the Production Management , Inventory Control , or Global Ledger solutions. The cost of offsite components and any other offsite production costs, are defined as a burden when the work order is returned from offsite production. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Burdens? [/INST] Burdens A burden is a resource that has costs associated with it. In Production Management , burden refers to production costs plus the cost of components, such as the cost of labor, utilities, and machine setup. Burden costs can be associated with producing finished goods. Burden costs are user-defined and can include labor, utilities, machine, and equipment costs. In Inventory Control , you must define burden costs for each production facility. Burdens must be set up before they can be applied to specific finished good bills of material. A burden code is used to identify a specific kind of burden, such as labor or utilities. A burden type determines how the cost for the burden is calculated. These burden types are available. Burden type Total burden cost calculation Flat amount The flat amount that is specified for the burden. Amount per finished good The quantity of the finished good multiplied by the amount for each finished good that is specified for the burden. Percentage of finished good component inventory cost The percentage of finished good inventory cost, which is the total of all normal and packaging components. Amount per burden The unit cost multiplied by the quantity and multiplier. For example, rate * hours * number of employees. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating burden codes and types? [/INST] Creating burden codes and types Use this procedure to add and maintain burdens for a production facility. Burdens must be set up before they can be used on a finished goods template or added to a work order. Select Manage Work Orders. Open a work order record. On the Burdens tab, click Create. Specify this information: Burden Code Specify a burden code to identify burden costs and rates. The information is used to determine costs that are associated with a production process. The costs are in addition to inventory item costs. Flat Amount Specify the estimated amount for flat amount burden. Amount Per Unit Specify the estimated amount per unit in the calculation of per finished good burdens and per burden unit burdens. Alternate UOM Select an alternate unit of measure to calculate burden cost for a finished good. Quantity Specify a quantity label to describe the measurement for amount per burden unit burdens. Multiplier Specify a multiplier label to describe the measurement for amount per burden unit burdens. Percent Specify the estimated percentage along with inventory cost for the calculation of percentage of inventory cost burdens. Vendor Select a vendor code that the burden is associated with. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating a calendar? [/INST] Creating a calendar The Production Management solution uses the Calendar Definition (caldef) utility to define your work schedule. Using calendar, you can define all work and non-work days, such as weekends and holidays. Calendars are typically defined a year in advance. When scheduling a work order that requires continuous production, such as meat processing that might spoil over a weekend, the planners can be alerted to the situation and schedule production accordingly. For instructions about defining a calendar, see Financials Setup and Administration Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item groups? [/INST] Item groups An item group identifies a specific group of inventory items for a company. If multiple companies share the same inventory items, you set up the items once and then assign the same item group to all companies. You can only assign one item group to each company but multiple companies can share an item group. An item group must be defined before you can define an Inventory Control company. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating item groups? [/INST] Creating item groups Select Supply Management Setup > Groups And Companies > Item Groups. Click Create. Specify this information: Item Group Select an item group and specify its description. Commodity Code Structure Select a commodity structure to assign to the item group. On the Main tab, specify this information: Numeric Item Number Select this check box to show the item number in numeric format. Automatic Item Numbering When this check box is selected, an item number is automatically assigned to an item. Last Item Specify the last item number. Allow UOM Changes With Open Transactions Select this check box if UOM settings are changed when open transactions exist. Allow Multiple GTINs Select this check box to enable more than one unique GTIN for an identical item. An identical item has identical manufacturer information, manufacturer number, and unit of measure (UOM) combination. On the item record, the Use As Default Per Manufacturer Info and UOM check box is automatically selected as the default value if multiple GTINs for the same item exist. This check box is not cleared if succeeding GTINs with the same combination exist when the item record is saved. When Interfacing Items Require Manufacturer Information Select this check box to require manufacturer information for the item interface process. Automatic Item Substitute Select this check box to use a substitute item in the item in requisition and purchase order processes. Ignore Substitute Items in Replenishment This field is displayed when automatic item substitute is enabled. When this check box is selected, only original items used in the replenishment process. Kitchen Management Select this check box to enable the kitchen management process when creating recipes and processing kitchen orders. Number Of Decimals For Cost Select the number of digits that is used into the cost fields. Number Of Decimals For Price Select the number of digits that is used into the price fields. Item Image/Bytes Specify the item image and the number of bytes. Item Sync Option Select an item sync option. On the Item Comment Types tab, specify the Item comment type and its Description. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Control company? [/INST] Inventory Control company An Inventory Control company is an organizational structure that holds your inventory locations. The Inventory Control company is defined from an existing Global Ledger company. You assign an item group, Inventory Control locations, report groups, period end dates, and bin usage types to your Inventory Control company. See Creating inventory companies. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finished goods? [/INST] Finished goods A finished good is composed of components, packaging, burdens, byproducts, and comments. The cost of a finished good is the sum of its components and its burden costs (costs of production such as machine setup time, labor, allocated rent, and so on). Finished goods must be defined as items in the Inventory Control application before you can create a bill of material. They are set up as inventoried items at the production facility. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Defining finished goods? [/INST] Defining finished goods Sign in as Work Order Manager. Open a Work Order. Add these details to a finished good on these tabs. Finished Goods Stock unit of measure, quantity and cost tolerance percentages. You can copy a finished good that is set up at one company and location to another company and/or location. Assigning tolerances to finished goods or their components will not prevent a work order from completing outside of the tolerance. Instead, the application issues a warning to the user. Components Components, locations, quantities, start and stop dates, component types, and zero quantity tolerance. Click Account to select an account for posting component waste and material expense. The Component button is available if the component is also a finished good. Click this button to inquire on the finished good's components. Burdens Burdens and burden type estimates. For example, flat amount, amount per finished good unit, percent of finished good inventory cost, or amount per burden unit. Byproducts To add byproducts that are produced as a result of producing the finished good. Scheduling Finished good quantity limits and the length of scheduling periods. The default for the two values is from the production schedule. Accounts Global Ledger accounts to a finished good. These accounts default to work orders that make a specific finished good. If the days in which you produce a finished good must occur in consecutive days, select Contiguous Process on the Finished Goods tab. To attach assembly instructions to a finished good item number: After specifying the item number, press Control + Shift + T to bring up the Attachments window. Specify the assembly instructions. To change a finished good to a make-to-order kit, select the Make Code action. Finished goods have a make code of Make-to-Stock. To change a finished good to a make-to-order kit, you must first delete any byproducts, burdens, and comments assigned to the finished good. Related Reports and Inquiries To Use List finished goods for a company and location (leave the Finished Good field blank to list all finished goods for a company and location) Finished Good Listing Inquire on all kits that are associated with a component Component Where Used Inquire on components that are available for a finished good Note: To inquire on availability at substitute locations, you must define substitute locations and select Yes in the Check Substitute Location field. Finished Good Component Availability .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence setup? [/INST] Inventory Intelligence setup We recommend that Infor is engaged to assist in configuration. These are the Inventory Intelligence setup tasks: Set up Inventory Intelligence to use replication sets. These are one-time setup tasks and are typically performed by IT personnel. Configure the Inventory Intelligence recommendations engine. These settings are managed as part of ongoing administration. These tasks must be performed by someone with access to the Supply Management Administrator role. Note: We recommend that you use a service account when scheduling replication sets, the daily data engine, and the recommendations engine. If you use an owner or actor role that is deleted, the job cannot run. This is an async action that is scheduled outside of the Job Console and cannot be transferred to other owners or actors. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence replication sets configuration? [/INST] Replication sets configuration Data replication is an Infor Landmark Technology feature. Use it to copy selected data to several different targets and schedule updates to the replicated data based only on what data has changed. Replication sets must be set up for both the customer production and test environments. For details about replication sets, see the Infor Landmark Technology System Administration Guide for CloudSuite. These configurations must be performed by IT so that Inventory Intelligence can use the replicated data: Set up FTP for replication sets Schedule Inventory Intelligence replication sets Inventory Intelligence uses these replication sets: II_FSM_INTERNAL : Data for inventory intelligence engine II_FSM_RESERVED : Export for Inventory Intelligence research II_FSM_RESERVED_DAILYDATA : Export for Inventory Intelligence research Caution: Do not modify these replication sets in any way other than the steps listed in this procedure. Do not purge the data before the II Replication Set II_FSM_INTERNAL are run. Purging data may result in not enough data available to provide inventory recommendations. Role access To perform these configurations, you must have access to these roles and menu items: Role Menu items Administration Console FTP Setup and Configuration Parameters tabs. Async Administrator Optional Queue View and Queue Management tabs. Verify access to the Data Replication Queue. Set save history to Yes for the data replication queue. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up FTP for replication? [/INST] Setting up FTP for replication Use this procedure to set up configuration parameters with FTP information so credentials can be exchanged for replication. These settings are only required to run II_FSM_RESERVED and II_FSM_RESERVED_DAILYDATA replications, not for II_FSM_INTERNAL. Sign in as Administration Console user and select the Configuration Parameters tab. Click Create to create each of these parameters: Predefined component Key Value Replication ftpdirectory FROM_IIH Replication ftphost sftp.inforcloudsuite.com Replication ftpuserid [ftp_user_id_value] Replication ftppassword [ftp_password_value] Replication ftpport 22 Replication ftpsecure true Replication chunk.size 10000000 Click Save for each parameter. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Scheduling internal replication sets? [/INST] Scheduling internal replication sets Use this procedure to schedule Inventory Intelligence II_FSM_INTERNAL replication sets and specify the output location. Note: We recommend that you use a service account when scheduling replication sets. If you use an owner or actor role that is deleted, the job cannot run. This is an async action that is scheduled outside of the Job Console and cannot be transferred to other owners or actors. Sign in to Administration Console and select Database > Replication. Open the II_FSM_INTERNAL replication set. Specify this information: Export Format Select CSV. Data output Select the Local check box. Caution: Do not select a Schema output check box and only select Local in Data output Do not change any other settings. Click Save The replication set is updated. On the Business Classes pane, open InventoryTransactionLine business class. In the Earliest Change Date To Include field, specify a date that is three months before the current date to limit the initial load of data. This field is not displayed if the replication was previously run. Click Save. Repeat steps 4 and 5 for the PurchaseOrderLineSource and PurchaseOrderReceiptLine business classes. Select Database > Replication. Open the II_FSM_INTERNAL replication set. Select Actions > Register All Schemas. For II_FSM_INTERNAL , click Actions > Replicate and specify a schedule. We recommend that you set a nightly schedule to run this action approximately an hour before the Daily Data process is scheduled to run. See Scheduling the daily data engine. When the first replication is completed, on the Business Classes tab, open the InventoryTransactionLine business class. Select Actions > Backfill Data. Specify 90 in the Offset Days field. Click Schedule and specify this information: Schedule Type Select Advanced Schedule Latest Time To Run Select a future date 12 days after the current date. Note: If you select a future date, the initial load of data is limited. A maximum of three years' of history is loaded and split into smaller sets of data. Hour Select a value between 2 and 7 am. This specific time frame is required to reduce the risk of interference with other processes that are running on Financials & Supply Management. Click OK to save the schedule. Click OK to confirm Backfill Data. Repeat steps 11 through 16 for the PurchaseOrderLineSource and PurchaseOrderReceiptLine business classes. Each time the replicate action is executed, only records that have been created, updated, or deleted since the last replication are replicated. To replicate a complete set of data, use the Reset action. Reset clears the last refresh stamp and the next replication action replicates all data for all related records. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Monitoring replication sets? [/INST] Monitoring replication sets You can monitor the progress of the replication set and verify the replicated data. To monitor the progress of the replication set, sign in as Async Administrator. Search for Data Replication Queue on the Queue View tab or Queue Management tab. To verify that the replication set completed successfully, sign in as Inventory Intelligence Specialist. On the Perpetual Items and Par Items tabs, verify that there are locations and inventory items listed with a value in the Current field. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence Recommendations engine configuration? [/INST] Recommendations engine configuration Configuring the Inventory Intelligence recommendations engine. These settings are managed as part of ongoing administration. These tasks must be performed by someone with access to the Supply Management Administrator role. These are the setup tasks for Inventory Intelligence recommendations engine. Specify the actor context properties and finance enterprise group Config ID for each administrator Specify access rights for specialists Specify settings for Location Summary fields Specify global parameters for the recommendations engine Specify engine rules specific to company, location, inventory, vendor group, non-inventory, item group, major inventory class or a particular item Schedule the daily data engine Schedule recommendations .</s>

<s>[INST] In the context of INFOR Docs, tell me about Defining actor context properties? [/INST] Defining actor context properties For each actor who will sign in to configure the recommendations engine, you must specify context properties for the enterprise group, finance enterprise group, and HR organization associated with the configuration. Sign in as Administration Console user and select Security > Actor Context. For each applicable actor, create a context property for the enterprise group, one for the finance enterprise group, and one for HR organization. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Defining finance enterprise group config ID? [/INST] Defining finance enterprise group config ID Use this procedure to define the finance enterprise group config ID for each administrator. This value must be specified before managing engine configurations or scheduling engine processes. For each actor who is an Inventory Intelligence administrator, sign in as Application Administrator or Supply Management Administrator and select Inventory Intelligence > Configuration. Specify this information: Config ID Select the finance enterprise group for the inventory intelligence configuration. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence access rights? [/INST] Access rights Access rights are used to determine whether an actor can view recommendations for certain items, and whether they can act on recommendations and change the status. Actor access prerequisites Before managing access for actors in Inventory Intelligence configuration, you must add the correct role to each applicable actor. Verify that the employee is linked to the correct actor. See Financials and Supply Management User and Security Setup Guide for information about manually adding actor context records and linking agents. Inventory Intelligence access rights levels This table shows how access rights are defined at each level: Level Description Default Global Access This setting assigns default access to all actors who have been assigned the Inventory Intelligence Specialist role. This is the highest level access rights setting and applies unless it is overridden by a more granular access rights setting. The Default Global Access field is available at the top of any configuration page. Default access rights by actor This setting assigns default access to a specific actor. This setting overrides the Default Global Access setting for the applicable actor. Access rights are assigned to a specific actor on the Access Rights tab. For example, if the Default Global Access setting is View, all actors can view all items. A certain actor can be assigned Edit rights individually. This allows that actor to edit all items. All other actors are only allowed to view items, as specified by the Default Global Access setting. Access rights by actor by location This setting assigns access to items at a specific location for an actor. This setting overrides the default access rights by actor setting for all items at the specified location. The default access rights by actor setting still applies for all items not at the specified location. Access rights for a specific location are assigned to a specific actor on the Access Rights tab. For example, if the default access setting for the specified actor is View, that actor can view all items but cannot edit items. If the actor is given Edit rights for a specific location, they can edit the items at that location, but can only view items at other locations. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting default global access? [/INST] Setting default global access Use this procedure to assign default access rights for all actors who have been assigned the Inventory Intelligence Specialist role. Sign in as Application Administrator or Supply Management Administrator and select Inventory Intelligence > Configuration. Select one of these settings: None : Actors do not have access to any items. You must specify access rights for specific actors to allow them to view or edit items. View : Actors can view all items but cannot edit any items. You must specify access rights for specific actors to allow them to edit items. You must also restrict access rights for specific actors if you do not want them to view certain items. Edit : Actors can edit all items. You must restrict access rights for specific actors if you do not want them to view or edit certain items. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Defining finance enterprise group config ID? [/INST] Defining finance enterprise group config ID Use this procedure to define the finance enterprise group config ID for each administrator. This value must be specified before managing engine configurations or scheduling engine processes. For each actor who is an Inventory Intelligence administrator, sign in as Application Administrator or Supply Management Administrator and select Inventory Intelligence > Configuration. Specify this information: Config ID Select the finance enterprise group for the inventory intelligence configuration. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting access rights by actor? [/INST] Setting access rights by actor Use this procedure to assign access rights for a specific actor. These access rights override the setting in the Default Global Access field for the selected actor. Sign in as Application Administrator or Supply Management Administrator and select Inventory Intelligence > Configuration. Open a configuration record. On the Access Rights tab, select a processor record. You can search for the processor by ID or Name. Select the actor. In the Processor list, specify this information: Default Access None : Actor does not have access to any items. You must specify access rights for a specific location to allow the actor to view or edit items. View : Actor can view all items but cannot edit any items. You must specify access rights for a specific location to allow the actor to edit items. You must also restrict access rights for a specific location if you do not want the actor to view certain items. Edit : Actor can edit all items. You must restrict access rights for a specific location if you do not want the actor to view or edit certain items. If the actor is not on the Access Rights list, click Create , specify this information, then click Save : Specialist ID Specify the specialist ID of the actor. Default Access Select the default access for this actor. This setting determines the actor's access rights for all items and overrides the Default Global Access setting. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting access rights by location? [/INST] Setting access rights by location Use this procedure to assign access rights for a specific actor by location. These access rights override the setting in the Default Access field for all items at the specified location. Sign in as Application Administrator or Supply Management Administrator and select Inventory Intelligence > Configuration. On the Access Rights tab, select the actor.. If the actor does not exist in the Access Rights list, create a new record for them. See Setting access rights by actor. In the Processor Locations list, click Create. Specify this information: Company Select the company applicable to the items you want to specify access rights for this actor. Location Select the location applicable to the items you want to specify access rights for this actor. Access Select the access value for this actor when accessing items at this location. None : Actor does not have access to any items at this location. View : Actor can view all items at this location but cannot edit any items. Edit : Actor can edit all items at this location. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting location valuation? [/INST] Setting location valuation Use this procedure to include consignment items in the calculations of item location information. Item location values are displayed in the fields of the Location Summary section. The Location Summary section is available on the Perpetual Items tab and Par Items tab. Select Supply Management Setup > Inventory Intelligence > Configuration. Specify this information: Include Consignment Items In Location Valuation Select this check box to include consignment items in the calculations of the values in these location summary fields: Reference Location Value , Current Location Value , Target Value , Achieved So Far , Under Review Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence global parameters? [/INST] Global parameters Global parameters are used to define how the recommendation engine is generally configured to handle data. Global parameters are broader than and are overridden by recommendation engine rules that are specific to certain cases. This list describes the tabs that are used for global parameters: Data Cleansing : Use to specify how to clean up data before processing to ensure the most helpful recommendations. Post Processing : Use to specify how to clean up recommendations after processing to ensure the most helpful recommendations. Perpetual Global : Use to define parameters that are specific to perpetual items. Par Global : Use to define parameters that are specific to par items. After these settings are completed, create rules to manage parameters that are specific to company, location, inventory, vendor group, non-inventory, item group, major inventory class or a particular item. See Managing rules. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Cleansing data? [/INST] Cleansing data Use this procedure to clean up data before processing to ensure that you receive the most helpful recommendations. Sign in as Application Administrator or Supply Management Administrator. For Application Administrator, select Supply Management > Inventory Intelligence > Configuration. For Supply Management Administrator, select Inventory Intelligence > Configuration. Select the Data Cleansing tab. In the Analysis Time Window section, specify this information: Start The engine recommendation is based on an analysis during a specific window of time. The Start parameter indicates how far back the analysis window starts. We recommend 364 days so that the analysis window is a history of transactions that occurred in the previous year. End Select a few days in the past for the end of the analysis window to ensure that transactions are complete. For example, you schedule recommendations on the fourth of every month. We recommend that you select three days before the latest transaction. This practice is to ensure that the entire previous period is included. In the Daily Data Filtering section, specify this information: Omit transactions prior to last stock UOM change When the stocked item unit of measure changes, the transactions that occurred before that change are not compatible with values that are recorded after the change. These older transactions can almost always be omitted. Select this check box to omit them. Daily data pertains to transactions that have occurred during a specific day or status as of that day. Because data quality is always an issue, you can set up thresholds to find outliers. When an outlier is encountered, the transaction is excluded from analysis. In the Quantity Cutoff section, specify this information: Issues On-hand Specify a number to represent the high level threshold. Issues Specify a number to represent the high level threshold. Receipts On-hand Specify a number to represent the high level threshold. Receipts Specify a number to represent the high level threshold. Real-world data can contain errors such as typos. If a typo exists where the daily data value exceeds the threshold, then the transaction is omitted. In the Lead Time section, specify this information: Lead time length cutoff Lead time is the number of days between when an item is ordered and when it is received. If the lead time is too large, then a data error or an unusual situation is likely. Any value that is greater than or equal to the Lead time length cutoff is excluded. Minimum number of lead time values Lead time values refer to the lead time history for an item. For example, if an item is reordered 10 times, there are 10 values indicating the number of days that occurred before each order was received. When there are too few lead time values for an item, they are not a strong basis for recommendations. A minimum can be set to ensure that the item has enough of a lead time history for a useful recommendation. Default lead time If the minimum number of lead time values is not reached, you can specify a default variability value to use for recommendations calculations. In case of insufficient lead time history If the minimum number of lead time values is not reached, select the parameter from which the lead time for recommendations is drawn: Use Default Lead Time : The value in the Default lead time parameter is used. This is the recommended setting. Use Item Location Lead Time : The lead time that is specified in Item Location is used. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting post processing recommendations? [/INST] Setting post processing recommendations When the engine's recommended change is small for any particular item, it might not be worth the staff time to implement the change. To omit those recommendations, set a percentage for medium or large quantities and a specific value for a smaller quantity. These filters can be set separately for recommendations to decrease or increase inventory: Decrease In Recommended Reorder Point. This filter defines circumstances in which the engine should not make recommendations to decrease reorder point (ROP). Increase in Recommended Reorder Point. This filter defines circumstances in which the engine should not make recommendations to increase reorder point (ROP). Use this procedure to filter recommendations that may be unhelpful after the engine has created recommendations. Sign in as Application Administrator or Supply Management Administrator. For Application Administrator, select Supply Management > Supply Management Setup > Inventory Intelligence > Configuration. For Supply Management Administrator, select Inventory Intelligence > Configuration. Select the Post Processing tab. In the Decrease In Recommended Reorder Point section, specify this information: Break Point Specify a low threshold number of units for current ROP. Absolute Difference Specify the number of units for a change in ROP. If ROP and change in ROP is less than these values, then an increase recommendation is not made. Percent Difference Specify a percentage value for the low threshold change in ROP. This filter applies if the low threshold number of units for current ROP and change in ROP are not met. For example, you can specify these ROP filters: If the ROP is less than 40 units, and the change in ROP is less than two units, then do not recommend a ROP decrease. If the ROP is greater than or equal to 40 units, and the change in ROP is less than 5.00%, then do not recommend a ROP decrease. Minimum On Hand Level Threshold (In Days) It is often not helpful to make a recommendation to decrease ROP if the current inventory is less than a value representing the average. Specify a threshold for the minimum on-hand inventory in days of supply average usage. If the threshold for minimum on-hand inventory is not met, then a recommendation to decrease ROP is not made. For example, when reorder for an item happens daily, you can specify the minimum on hand level threshold as 1.5 days. The average on-hand inventory usage value for the item is calculated in days. If the current on-hand inventory value does not meet the threshold of the average on-hand usage for 1.5 days, then a recommendation is not made. In the Increase In Recommended Reorder Point section, specify this information Break Point Specify a low threshold number of units for current ROP. Absolute Difference Specify the number of units for a change in ROP. If ROP and change in ROP is less than these values, then an increase recommendation is not made. Percent Difference Specify a percentage value for the low threshold change in ROP. This filter applies if the low threshold number of units for current ROP and change in ROP are not met. For example, you can specify these ROP filters: If the ROP is less than 40 units, and the change in ROP is less than two units, then do not recommend a ROP increase. If the ROP is greater than or equal to 40 units, and the change in ROP is less than 5.00%, then do not recommend a ROP increase. Do Not Recommend If Demand Spike Exists (Times The Average) Specify a number to multiply against the average demand spike number. Large demand spikes are omitted to prevent the unusual situation, or bad data, from artificially increasing a recommendation. Drop recommendations with change smaller than transactions UOM Recommendations are based on stock UOM, but changes that are less than the transaction UOM may not have any real-world effect. Select this check box to omit these recommendations. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting global parameters for perpetual items? [/INST] Setting global parameters for perpetual items A basic analysis is performed if there are issues, or usage, on a few days. A more extensive simulation is performed when backed by additional data. In both cases, items with less than a certain minimum days of history are treated separately. Use this procedure to specify global parameters for perpetual items. Sign in as Application Administrator or Supply Management Administrator. For Application Administrator, select Supply Management > Inventory Intelligence > Configuration. For Supply Management Administrator, select Inventory Intelligence > Configuration. Select the Perpetual Global tab. Specify this information: Minimum On Hand Time Period Cutoff (Weeks) Specify the minimum on hand time period cutoff in weeks. Part of the analysis is completed over a large window of time. For example, 52 weeks. But the most recent period, for example 10 weeks of history, is important for determining the minimum amount that was on hand. Minimum Issue Days To Qualify For Analysis Specify a value for the minimum number of days an item must be used to qualify for analysis. Minimum Issue Days To Qualify For Simulation Specify a value for the minimum number of days an item must be used to qualify for simulation. Minimum Days Of History Specify the minimum number of days the item must be in history to qualify for simulation. Reorder Point Offset (Units) Specify a reorder point offset value. Because an order is triggered when inventory reaches the Reorder Point, it is useful for the target to be at least 1 unit higher. This can be overridden. Floor Multiplier Specify a floor multiplier value. We recommend that you keep the reorder point at or above a minimum floor value, calculated from historical data. Set the reorder point to 0 to disable. Leave it at 1 to use the calculated value. You can set it to a decimal value to adjust it more precisely. For example, 1.25 is 25% above the floor, 0.75 is 25% below the floor. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting global parameters for par items? [/INST] Setting global parameters for par items Use this procedure to specify global parameters for par items. Sign in as Application Administrator or Supply Management Administrator. For Application Administrator, select Supply Management > Inventory Intelligence > Configuration. For Supply Management Administrator, select Inventory Intelligence > Configuration. Select the Par Global tab. Specify this information: Par Replenishment Cutoff For Eligibility (Days) Specify the minimum number of days of valid transactions in the analysis window that are required for an item to receive recommendations. Lower Bound Specify a lower bound value for vendor-sourced par items with a UOM that is equal to the stock UOM. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Recommendation engine rules? [/INST] Recommendation engine rules Global parameters are configured by an administrator and are used to define how the recommendation engine is configured to handle data. Global parameters are overridden by engine rules that manage parameters that are specific to certain cases. Use the rule building functionality to view and configure engine rules that are specific to these categories: Company Inventory Item Item group Location Major inventory class Non-inventory Vendor group Note: We recommend that you use a service account when you schedule the daily data engine. If you use an owner or actor role that is deleted, then the job cannot run. This is an async action that is scheduled outside of the Job Console and cannot be transferred to other owners or actors. The first step of the recommendations engine job is to run the daily data engine. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Managing rules? [/INST] Managing rules Use this procedure to create recommendations engine rules. You can create, view, and edit, rules for specific locations. Note: Some fields only apply to specific rules. Select Rules. Click Create. Specify this information for the rule types to create: Active You can make a rule inactive. This can be useful for testing rules. All Sources Select this option to apply the rule regardless of the source origin. Non-Inventory Source Select this option to apply the rule to all items from a non-inventory source, such as a vendor. If you select this option, the Vendor Group and Vendor fields are available. Inventory Source Select this option if the rule applies to all inventory items. When you select this option, the Source Company and Source Location fields are available. Item Select this check box if the rule applies only to a specific item. When you select this option, the Item Group and Item fields are available. Major Inventory Class Select this check box if the rule applies for items with major inventory class. When you select this option, the Item Group and Major Inventory Class fields are available. If you leave both these fields empty, the rule is applied to the items that have the major inventory class filled in. On the Service Level tab, specify this information: Service Level Parameters Specify the service level in the form of a percentage. This benchmark is used for simulations. On the Lead Time tab, specify this information: Default Lead Time Specify the default lead time in days. If there is insufficient lead time history, then this value is used for recommendations. You can specify a lead time for either Vendor source or Location source. This default lead time value is used in place of the global configuration default lead time parameter for items to which this rule applies. See Cleansing data. On the Order Days tab, specify this information: Order Days Schedule Select the days of the week for orders and the frequency. For example, you can specify that orders occur on the selected days every 1 week. On the Receiving Days tab, specify this information: Receiving Days Schedule Select Monday Thru Friday or Everyday. On the Lower And Upper Bounds tab, specify this information: Lower And Upper Bounds Specify minimum and maximum values for the Reorder Point and Par Level fields and specify whether to use units or days. After recommendations are run, items that are out of bounds are displayed on the Out of Bounds tab on the Perpetual Items and Par Items pages. On the Exclusions tab, specify this information: Exclusion Parameters You can exclude item recommendations based on these conditions: Company Location Item On the Perpetual Order Policy tab, specify this information: Max Order Inventory Policy This field is used to address circumstances when the engine recommends a change in order minimum, or at what minimum on-hand value to place a new order. This field defines what to recommend as the maximum order value. Specify one of these values: Current Gap : Select this option to maintain the existing gap between order minimum and order maximum. For example, if the minimum is decreased by 10 units, the maximum is also decreased by 10 units. Order Frequency : The maximum is calculated based on usage for a specified frequency. For example, if you specify 3 as your order frequency, the maximum order value is calculated based on three days of usage. On the Par Target Days tab, specify this information: Low Threshold Specify a minimum value to ensure that the engine recommendations for daily, semi-weekly, and weekly target days of supply remain within desired values. High Threshold Specify a maximum value to ensure that the engine recommendations for daily, semi-weekly, and weekly target days of supply remain within desired values. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Scheduling the daily data engine? [/INST] Scheduling the daily data engine Run the daily data process to update KPIs and chart data. The daily data process can be run manually or on a schedule. Sign in as Application Administrator or Supply Management Administrator and click Inventory Intelligence > Configuration. Click Daily Data Engine. Click OK to run immediately or click Schedule and complete the form to schedule the action. You can specify whether to receive email notification when the engine run completes or fails. The scheduled action is displayed in My Actions. Click Engine Process Results to see information for processed engine runs. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Scheduling the recommendations engine? [/INST] Scheduling the recommendations engine Run the recommendations engine to create recommendations for inventory items. Each time this process is performed, old recommendations and manual overrides are replaced with new recommendations. The recommendations engine can be run manually or on a schedule. Sign in as Application Administrator or Supply Management Administrator and click Inventory Intelligence > Configuration. Click Recommendations Engine. Click OK to run immediately or click Schedule and complete the form to schedule the action. You can specify whether to receive email notification when the engine run completes or fails. The scheduled action is displayed in My Actions. Click Engine Process Results to see information for processed engine runs. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Viewing engine process results? [/INST] Viewing engine process results Engine Process Results shows the results of each engine run. Results include the status of each run, whether the run was completed or failed. If the run failed, then the step that the run process was on when it failed is shown. Relevant time stamps are also shown. Only one engine process, daily data or recommendations, can run at a time. You can terminate processes in progress from the Actions menu. Sign in as Application Administrator or Supply Management Administrator. Select Supply Management > Supply Management Setup > Inventory Intelligence > View Engine Result Open an engine run record. If an error occurred during the run, you can click the Error Items button to view a list of error items. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Intelligence setup troubleshooting? [/INST] Troubleshooting Use these solutions to resolve known issues when setting up Inventory Intelligence : Issue Solution Actor signed in as Inventory Intelligence Specialist role does not see recommendations data. Ensure that the II_FSM_INTERNAL replication set has been run. See Monitoring replication sets. Ensure the actor has access rights to view this location, if location-specific access rights have been set up. If location-specific access rights have not been set up, ensure the actor has global access rights to view all locations. See Access rights. (Single tenant only) Actor signed in as Inventory Intelligence Specialist role does not see recommendations data. Replicated data has been verified and actor access rights have been verified. Increase log level and monitor IIReplicationProcessor work units to view more details of internal replication: Sign in as Process Server Administrator and select Configuration > Process Definitions > Application Defined Processes Open the IIReplicationProcessor process. Select the Capture Activity Start and End Times check box. In the Log Level list, select Work Unit And Activity. Manually run the II_FSM_INTERNAL replication set. While the replication set is running, select Administration > Work Units > Work Units and resolve any errors that appear. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymize processing overview? [/INST] Anonymize processing overview Anonymize processing is the method that is used by Infor to adhere to the General Data Protection Regulation (GDPR). The GDPR regulation states that businesses are required to protect the personal data and privacy of EU citizens for transactions that occur within EU member states. The data that is affected is in the Payables , Receivables , Order Entry, Purchasing , and Procurement solutions. This is the data that can be anonymized: Customer Vendor Supplier Order Entry Operator Contract Contact Anonymize processing consists of these actions: Anonymize: This action is used to clear identifying information from files. Purge Audit Log: This action is used to purge the Audit Log records associated with the anonymized file Security The Anonymize and Purge Audit Log processes must be run by a user with the Application Administrator role. To enable a user to view the Anonymize menu and run the Anonymize processes, the appropriate anonymize security class must be attached to the role. To enable a user to view menu items and perform processing for Purge Audit Log, the appropriate purge security class must be attached to the role. We recommend that you attach the two security classes to separate users for a clear separation of duties. Create two configured roles and attach one of the security classes to each role. See the FSM Security Classes document in the FSM_Release_Docs.zip file. See the Financials and Supply Management User and Security Administration Guide for information about how to use security to enable the GDPR processes. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymizing data? [/INST] Anonymizing data Use this procedure to clear identifying information from files for GDPR. For example, name and address. Sign in as Application Administrator and select Supply Management > Shared Processes > Anonymize. Or sign in as Application Administrator and select Financials > Shared Processes > Anonymize. Select a menu option to Anonymize a data type. For example, Anonymize Customer Data. Specify the parameters for the files to anonymize. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Rules for anonymizing data? [/INST] Rules for anonymizing data This table shows the rules for anonymizing data for GDPR: Data Description Receivables Customer Group There are no preconditions to anonymize Customer Group records. The Customer and its related records are anonymized. The related records are Customer Bill To, Customer Mapping Table Interface, Company Customer, Customer Ship To, Company Customer Contact, Customer Representative, and Customer Representative Contact. Receivables Company There are no preconditions to anonymize Company records. The Receivable Operator, Sales Representative, and Credit Analyst records are anonymized. Vendor Vendor records must be inactive. You cannot anonymize a vendor if any related open invoices or cash ledger payments exist. The Vendor and its related records are anonymized. The related records are Vendor Address, Vendor Contact, Vendor Location, Vendor Mapping Table Interface, Purchasing Vendor, Purchase From Location, Customer and Supplier. The Active status of the related Vendor Location records are set to Inactive. Vendor Contact The Vendor Contact and its related record Vendor Address is anonymized. Supplier The Supplier must be inactive. The Supplier and Supplier Source Id for Supplier Contact records are anonymized. Any Supplier Contact Proxy records are deleted. If a Vendor number is associated with the Supplier, the associated Vendor is also anonymized. Supplier Contact The Supplier Source Id for Supplier Contact must be inactive. The Supplier Source Id for Supplier Contact record is anonymized. Any Supplier Contact Proxy records are deleted. Contract Contact The Contract Contact record that is selected must be an ad-hoc record. Records for employees are anonymized by a different process. See the HR Talent documentation. All values on the Contract Contact record are anonymized. Order Entry Operator The Name field is set to equal the value of Order Entry Operator. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purging the audit log? [/INST] Purging the audit log Use this procedure to purge the Audit Log records that are associated with the anonymized file. This proess was created to handle GDPR. Sign in as Application Administrator and select Supply Management > Shared Processes > Audit Log Purge. Or sign in as Application Administrator and select Financials > Shared Processes > Audit Log Purge. Select a menu option to purge a data type. For example, Purge Audit Log Customer Data. Specify the parameters for the audit log data to purge. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Rules for purging data? [/INST] Rules for purging data This table shows the rules for purging anonymized data for GDPR: Data Description Receivables Customer Group Only audit log records that have been anonymized are purged The Customer and its related audit logs are purged. The related records are Customer Bill To, Customer Mapping Table Interface, Company Customer, Customer Ship To, Company Customer Contact, Customer Representative, and Customer Representative Contact. Receivables Company Only audit log records that have been anonymized are purged. The Receivable Operator, Sales Representative, and Credit Analyst audit logs are purged.. Vendor Only audit log records that have been anonymized are purged. The Vendor audit log and its related audit log records are purged. The related records are Vendor Address, Vendor Contact, Vendor Location, Vendor Mapping Table Interface, Purchasing Vendor, Purchase From Location, Customer, and Supplier. Vendor Contact Only audit log records that have been anonymized are purged. The audit log for Vendor Contact and its related audit log record Vendor Address is also purged. Supplier Only audit log records that have been anonymized are purged. The Supplier and Supplier Source Id audit logs are purged. If a Vendor number is associated with the Supplier, then the audit log for the associated Vendor is also purged. Supplier Contact Only audit log records that have been anonymized are purged. The Supplier Source Id audit logs are purged. Contract Contact Only audit log records that have been anonymize can be purged. The Contract Attached Contact audit logs are purged. Order Entry Operator Only audit log records that have been anonymized are purged. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Anonymize log? [/INST] Anonymize log Every time you anonymize or purge, a log file is created. Sign in as Application Administrator and select Supply Mangement > Shared Processes > Anonymize Processing > Anonymize Log. Or Sign in as Application Administrator and select Financials > Shared Processes > Anonymize Processing > Anonymize Log. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supply management utilities? [/INST] Utilities This table contains a list of utilities in Supply Management. Utility name Description Navigation/location Build Procurement Expense Data This one-time build must be performed after the migration of GL Transaction Detail records. This process can take a significant amount of time to complete based on the size of the GLTransactionDetail file. Application Administrator: Supply Management > Supply Management Setup > Utilities > Build Procurement Expense Data .</s>

<s>[INST] In the context of INFOR Docs, tell me about Building procurement expense data? [/INST] Building procurement expense data This one-time build must be performed after the migration of GL transaction detail records. This process can take a significant amount of time to complete based on the size of the GLTransactionDetail file. Subsequent updates to the file occurs when transactions are posted to Global Ledger. Select Supply Management > Supply Management Setup > Utilities > Build Procurement Expense Data. Click Next. Click OK. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Departmental procurement expenses report? [/INST] Departmental procurement expenses report This report shows transactions that originated from these solutions and posted to Global Ledger : Payables Inventory Control Requisitions Purchasing Use this report to view records after you run the Build Procurement Expense Data action. You can run it at any time to view transactions that are posted to the GL. You can access Departmental Procurement Expenses in Purchasing Processing or Inventory Processing: Select Supply Management > Purchasing Processing > Reports > Departmental Procurement Expenses Select Supply Management > Inventory Control Processing > Inventory Post and Close > Departmental Procurement Expenses On the Procurement Expense Summary tab, select criteria to filter the records. Open a record and use Drill Around® to view the detail records. You can drill from the detail record to view the source document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating pricing groups? [/INST] Creating pricing groups Pricing groups are used to attach large numbers of inventory companies, inventory locations, or requesting locations to contracts without having to specify every company or location on the contract. Pricing groups can be attached to contract participants, contract tier members, and contract distributor pricing members. Sign in as Administrator and select Contract Management > Pricing Groups. On the Create Pricing Groups tab, click Create. Pricing groups can also be created on the View Pricing Groups tab. Specify Contract Group , Pricing Group , and Description. Specify this information: Pricing Group Type Select a pricing group type to indicate whether the group is company or location related. Companies and locations cannot be mixed on contracts. All records that are associated with a single pricing group must be of a single type. Active This field is used to determine whether a Pricing Group can be attached to a Contract or whether a Pricing Group that is attached to a contract is used for cost defaulting. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about About this guide-Data Interface Guide? [/INST] About this guide This guide provides information for Financials & Supply Management (FSM) interface processes. Use this guide as a reference at your site. This guide does not teach you about business practices. This guide contains information about how to interface your data from an external source to the FSM solutions. Intended audience This interface guide is intended for system end-users and administrators who interface data. For information about each solution, see the appropriate user guide. Related documentation Documentation is available on docs.infor.com. Information Documentation title Setup information for Supply Management Supply Management Setup and Administration Guide Setup information for Financials Financials Setup and Administration Guide Table Definitions* IEFINTable Definitions Other process documentation Each solutions's user guide Sign in as Process Server Administrator and set up file channel configuration. Set up file receivers for all import files with combined data in the file. Infor Process Automation Administration Guide Import data using Administration Console Infor Landmark Administration Console Configuration and User Guide Information about the dbimport and other utilities. Build export files and generate data file text and database definitions. Landmark Documentation Load records using Infor Spreadsheet Designer (ISD) Infor Spreadsheet Designer for Microsoft Excel Installation Guide Load inbound records using BODs Financials and Supply Management BOD Mapping and Descriptions Load records using web services Landmark Web Services Reference Guide *Available on the product download page. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Data interface overview? [/INST] Overview A list of programs, the associated data files, and the location of the maintenance report are included in this document. As you prepare to interface your non-Infor data into the Financials & Supply Management solutions, we recommend that you review this entire guide. The first chapter contains general information about planning, mapping, loading, running the interfaces, and testing the results. Contact an Infor representative for questions regarding your unique business requirements. This data interface guide contains specific information about converting your non- Infor financial and procurement data into these Infor solutions: Global Ledger Interface data for chart of accounts, accounting units, transactions, budgets, and dimensions. A Landmark feature allows User Fields to be configured for any business class. Currency Interface your currency rate and translation rate information. Student Activities Management Import student records. Cash Management Interface your bank transactions, cash receipts, returned payments, cash payments, and payment forms. Receivables Interface your data for customers, invoices, payments, and cash application records. Payables and Interface your data for vendors and invoices Billing Interface your data for billing invoices, add on charges, customer credit card information Tax Interface your tax transaction information. Lease Accounting Interface your lease payments and lease payment schedules. Interface your data for asset detail, asset items, asset books, asset transactions, and asset attributes. Inventory Control Interface your data for transactions, units of measure, and physical inventory. Purchasing Interface your data for purchase orders, receipts and adjustments. Requisitions Interface your data for requisitions and request locations. Contract Management Import contract files. Franchise Billing Process budget and sales data that has been imported from a franchise. Warehouse Interface your data for shipment information. Item and Order Billing Import order entry return feedback .</s>

<s>[INST] In the context of INFOR Docs, tell me about Introduction to data interface? [/INST] Introduction to data interface The decisions that are made as you prepare for data interface will directly affect how smoothly it goes. You must plan the interface and complete the prerequisites with the assistance of an Infor consultant. Careful analysis during these important steps helps to ensure that you accomplish your interface with maximum effectiveness and also helps to fulfill your expectations of the Financials & Supply Management solutions. It is critical that your interface team have this expertise: Knowledge about Financials & Supply Management solutions Technical knowledge about management information systems (MIS) Knowledge about your organization’s existing data Understanding of your organization’s reporting requirements We recommend that a member of your team attend the training classes for each of the solutions that you have purchased. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Overview of the interface process? [/INST] Overview of the interface process This is an overview of the interface process. At each step during the performance of the interface process, you should verify the data, correct any errors, and repeat the step if necessary. You continue to repeat steps until all records are error-free. This table summarizes the entire interface process. Step Process Description 1 Map the data See Map interface data Identify the Infor interface database files and CSV files that you will load your data into, compare your non- Infor data to Infor equivalents by using materials such as the Table Definitions document to create a CSV and then map your data to a source file. 2 Load the interface data See Load interface data In this step, you must first transfer the source files to the Infor server. Then, you can use a Infor load utility to load the source files into the interface database files or CSV files. Note: For most solutions, you will load the CSV source files into interface database files using the dbimport utility. Some interface programs directly read a CSV file as its input. 3 Run the interface processes See Run interface processes Before you run an interface program, you must prepare for running it. This involves tasks such as backing up solution data and selecting the run options. After interface preparations are completed, you then run the interface process. 4 Fix errors and test the interface result See Fix errors and test results After you have mapped, loaded, and imported data to the Infor system, you must resolve any errors that occurred. Run data listings and reports from your non- Infor system and the Infor system, and compare them to determine the accuracy and completeness of the interface. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Defining or verifying required Infor information? [/INST] Defining or verifying required Infor information Before you convert data to the Infor solution, you must define your Infor solutions and specific information in each, or verify that they have already been defined. The solutions and the information that you define are determined by which Infor solutions are purchased and the business requirements determined in the implementation planning phase. For each solution to which you interface data, there are specific structures and codes that must be in place first. This required information is what you must define (or verify it is already defined) in this phase: Fields used for the specific information that will be interfaced Reports used to produce listings of defined values Reports used to define missing valid values This interface guide provides the information for each type of data being interfaced. See the Infor Financial Setup and Administration Guide or the Infor Supply Management Setup and Administration Guide for setup information. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Map interface data? [/INST] Map interface data Mapping data includes these tasks: Identifying interface database files and CSV files Comparing non-Infor data to Infor equivalents Mapping data to source file .</s>

<s>[INST] In the context of INFOR Docs, tell me about Identify interface files and CSV files? [/INST] Identify interface files and CSV files Identify the Infor interface database files and comma separated value (CSV) files that are used to transfer your data. A CSV file is used to save data in a table structured format using commas or other delimiter characters. When you load a source file to an interface database file, its format is defined by the Infor database. When you load a source file to a CSV file, the format is different than data in the Infor databases until the interface program is run. Use these resources to determine how to identify and map your data: Resource Description Identify the database files and CSV files See each solution chapter in this guide for a list of interface database files and CSV files. Table Definitions Each interface file has a related table in Table Definitions The Table Definitions documents contain the fields in the Infor solution. They provide information about each field, such as its length and format and whether the field is required for the interface. This is your primary source of data mapping information. Use the table definitions to create a CSV file. Table Definitions are located on the Product Download page on https://support.infor.com. Note: Required fields are identified in the user interface by an asterisk. File descriptions Export database file descriptions using the viewdict utility. Export a CSV file definition using the dbexport utility. Import CSV file data Use the dbimport utility to import a CSV file into an Infor database table. You can also import CSV file data using the Import to Database option in Administration Console. Interface programs that read a CSV file For interface programs that read a CSV file directly, see each solution chapter in this guide. Information in each chapter helps you determine the correct location for the interface CSV file. For information about utilities, see the Landmark Technology documentation. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Mapping data to source file? [/INST] Mapping data to source file You can map your data to a source file in several ways: Put data into a spreadsheet file and create a source file from that. Create a source file by using data pulled from a Microsoft Access database. Write a data mapping program to map your data and save it as a source file. When creating a source file from a spreadsheet program such as Excel, each column of the spreadsheet is considered a new field. When you save the spreadsheet as a CSV file, a comma is placed after each column. If a particular field is blank, a comma, or column is still required to indicate the presence of the field, even though there is no value for it. For example, if you are loading balances and do not have a balance for a specific period, there must be a blank column in your spreadsheet for that period's balance. Use these guidelines to map data. Not all guidelines are identified. See the Table Definitions documents, export file descriptions, data file text, database definitions, and CSV file definitions for detailed information about each field in an interface file (such as field order, type, and size). For information about how to build export files and generate data file text and database definitions, see the Landmark Technology Documentation. Determine the order of data in the source file: If you do not use headers at the beginning of a CSV file, then you must include all of the fields in the order specified. For those fields that have no data, include the blank field so that you account for each field. If you use headers to identify columns in your data table, you can place the column headers at the beginning of the CSV file preceding the data, on line 1. The file then can contain only the applicable fields. When you run the dbimport load utility, use the -n option to indicate that there is no header line. For information about dbimport , see Running the load utility. For additional information about this utility, see the Landmark Technology Documentation. To export an empty CSV file with headers at the beginning of a CSV file, you can use the dbexport command with the dump --dumpempty parameter. This only works when there are no existing data records with the report. If there is data the data is exported by the dbexport command as normal. If a field is optional, blank, or zero: Use a comma to indicate the presence of the field, even though you do not specify a value for it. If a field is signed: The sign must be the farthest left character in the value string. For example, a signed amount field containing the value $5.82- must be represented as -5.82. A blank or plus sign (+) indicates a positive number, and a minus sign (-) indicates a negative number. If a field requires percentage rates: Specify percentage rates as decimals (for example, enter 10% as.10). If a field requires alphanumeric values Enclose alphanumeric field values in double quotes. Mapping the date field will vary depending on the platform where the database file or CSV file will reside. In the Infor databases, dates are stored in ISO format: CCYYMMDD. Unique ID fields are system-assigned values. Leave them blank. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Load interface data? [/INST] Load interface data You can load interface records into Financials & Supply Management using these methods: Load method Description Infor Spreadsheet Designer (ISD) You can access Landmark data through Microsoft Excel with Infor Spreadsheet Designer. Import to Database using Administration Console You can log into Administration Console and select use the Import to Database action to load interface records into a database. Import to Workfile using Administration Console You can log into Administration Console and use the Import to Workfile action to load interface records into a workfile. Import Business Object Documents (BODs) You can use inbound BODs from other Infor solutions to load interface records. The dbimport command Use the dbimport batch command from the command line to import interface data. You can use other commands and parameters to specify the data to import and the method to use to import it. Web Services You can use web services to directly create interface transactions. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Combined files? [/INST] Combined files A combined file is a CSV file containing data for multiple business classes. It is one data file which will create records in multiple business classes when imported. Import combined files by using the Import to Workfile process. The data must be in a CSV file and have a.csv file extension. For example, you have one file for each purchase order that will include the line, receipt, and receipt line. The Import to Workfile process will move the data into all the correct database records. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Importing combined files? [/INST] Importing combined files Sign in to Administration Console and click the FTP Setup tab to ensure that configuration parameters are set for the FTP directory. Click the Configuration Parameters tab to view all configuration parameters for the Administration Console. See the Infor Landmark Administration Console Configuration and User Guide. Sign in as Process Server Administrator and set up file channel configuration. Set up file receivers for all import files with combined data in the file. For more information see the Process Automation Administration Guide. After the import source files are created, sign in to Administration Console and select Database > Import to Workfile Specify this information: Workfile Business Class Specify the business class for the workfile import. Work File Name Specify a name for the work file. Subdirectory Specify an optional subdirectory to place the output workfile in. Command Output Filename Specify a file name for the workfile command output. Do Not Save Errors to File Select this check box to prevent the system from saving errors to a separate file. Import Error Filename Specify a error file name if you did not select the Do Not Save Errors to File check box. Source Format Select CSV to save the file in CSV format. Import Filename Specify a file name for the import source file. Validate Only Select this check box to prevent the system from performing any updates. A report is created in the FTP directory. The list of errors will not be exhaustive and may include items that might only be a problem on a specific workfile. The list does not cover all the errors that might be encountered when the actual import is attempted. For example, the validate option does not check for duplicates. Field Separator, Field Delimiter, Decimal Separator Specify the characters the file will use for field separators, field delimiters, and decimal separators. Note: If your string data contains embedded commas (in names and descriptions, for example), use a delimiter other than a comma when producing the CSV file. Date Time Format Select the date and time format the workfile will use. Locale Select the location the workfile will be created for. Encoding Type Select the character encoding type the workfile will use. Click OK. Run the appropriate interface program for the solution the workfile was created for to complete the import process. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Separate files? [/INST] Separate files Separate files refers to a separate CSV file for each business class. One data file per business class is be imported into the corresponding business class. For example, you have multiple files for each purchase order that will include the line, receipt, and receipt line. Files must be named using the names for each business class record of the corresponding solution. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Importing separate files? [/INST] Importing separate files Sign in as Administration Console. Select Other > FTP Setup to ensure that configuration parameters are set for the FTP directory. Select System Configuration Parameters to view all configuration parameters for the Administration Console. See the Infor Landmark Administration Console Configuration and User Guide. Sign in as Process Server Administrator and set up file channel configuration. Set up file receivers for all import files. For more information see the Process Automation Administration Guide. After the import source files are created, sign in to Administration Console and select Database > Import to Database Specify this information Business Class Specify the business class for the database import. Subdirectory Specify an optional subdirectory to place the output database in. Command Output Filename Specify a file name for the database command output. Skip Error File Select this check box to prevent the system from saving errors to a separate file. Error Filename Specify a error file name if you did not select the Do Not Save Errors to File check box. Source File Format Select CSV to save the file in CSV format. Import Filename Specify a file name for the import source file. Validate Only Select this check box to prevent the system from performing any updates. A report is created in the FTP directory. The list of errors will not be exhaustive and may include items that might only be a problem on a specific database. The list does not cover all the errors that might be encountered when the actual import is attempted. For example, the validate option does not check for duplicates. Field Separator, Field Delimiter, Decimal Separator Specify the characters the file will use for field separators, field delimiters, and decimal separators. Note: If your string data contains embedded commas (in names and descriptions, for example), use a delimiter other than a comma when producing the CSV file. Date Time Format Select the date and time format the database will use. Locale Select the location for which the database will be created. Encoding Type Select the character encoding type that will be used by the database. See the Infor Landmark Administration Console Configuration and User Guide. A source directory will be created for each business class. After each Import to Database process is completed for each business class, run the appropriate interface program for the solution the database was created for to complete the import process. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Verifying transferred source files and correcting errors? [/INST] Verifying transferred source files and correcting errors Verify the contents of the file that you transferred to the Infor server. If you find any errors, you must correct them. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Run the load utility? [/INST] Run the load utility Run a load utility to load your source files into interface database files or CSV files. The utility for loading CSV files is dbimport For information about the dbimport utility, see the Landmark Technology Documentation. Use the comma-delimited file utility called dbimport to load CSV files. For example, dbimport -C -I. < dataarea > Name of busclass where: dataarea is the data area directory you are importing. Name of busclass is the name of the business class you are importing. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Run interface processes? [/INST] Run interface processes When you run the interface processes, the data in an interface database file or CSV file is converted into Infor format. The data is moved into the appropriate database in the Infor solution, such as VendorConversion See each solution chapter for information about running a particular interface. Tasks: Run the interface Review the error report and correct errors .</s>

<s>[INST] In the context of INFOR Docs, tell me about Preparing to run interface processes? [/INST] Preparing to run interface processes Use these steps in preparation for running the interface: Determine whether to run the interface in your test or production environment. Before you run the interface in a production environment, be sure to run it in a test environment until you have no errors in your test sample. If you have errors in your test sample, be sure to check similar data in your current database for this type of error before you interface that data. Note: Not all interfaces processes offer these run options. Select the run options within the interface process. Update or non-update mode: Select update mode to convert your data to the Infor database. Select non-update mode to generate an interface error report and not update the Infor database. For information about this option, see Running an interface in Update and Non-Update mode. Specify maximum error count (if including records with errors): You can specify a maximum error count that is acceptable for the run. When the maximum error count is reached, the conversion process stops. If you do not specify a maximum error count, the default is 999,999. You can use this option to limit the amount of processing time if an error begins to repeat in every record. Back up data. You must back up your data before you run the interface process. You may need backup data if you encounter errors or if you must repeat an interface step. Backup data is also important because it provides an audit trail before, during, or after the interface. Remove unwanted test data. You may want to remove unwanted test data when you run multiple interface tests. You may also want to remove unwanted test data if most of your database contains errors and you must start your interface over. After you remove unwanted test data, replace it with the data on the backup that you made before you ran the interface. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Running interface processes in non-update or update mode? [/INST] Running interface processes in non-update or update mode Some interface processes can be run in a non-update mode or an update mode. Some interface processes use the term "report mode" instead of "non-update mode." See Running interface processes in each solution chapter for information about run options for a particular interface. Non-Update mode When you run an interface process in non-update mode (with the Update field set to Edit Only or No ), all records with errors are listed in an output file (error report), and the Infor database is not updated. Update mode Note: Some interface processes will not update the Infor database until all errors are fixed. See Running interface processes in each solution chapter for details about specific interfaces. When you run an interface process in update mode (with the Update field set to Edit and Update or Yes ), records without errors are updated to the Infor solution. Any records with errors are listed in an output file (error report). .</s>

<s>[INST] In the context of INFOR Docs, tell me about Fix errors and test results? [/INST] Fix errors and test results There are two methods for fixing errors after the interface process is run. Methods 1 and 2 are indicated with a (1) or (2) on the lists of interfaces for each solution. Method Description Review the error report and correct the errors Note: Records with fatal errors are not updated to the Infor solution when you run an interface process. You may have made errors setting up codes in other Infor solutions. Correct these errors in the appropriate solution. For example, you may be interfacing invoices to the Receivables solution and a terms code is required. You must set up terms code and rerun the Receivables invoice interface process. Your strategy to resolve errors depends on the number and types of errors. If an error affects a few to a moderate number of interfaced records, you can usually correct the error in the interface maintenance report. Location of error records: For method (1) interfaces, errors and results are on a report in My Print Files. For method (2) interfaces, the errors and results are in the Results menu item. To fix the errors: For method (1), some of the errors may need to be fixed in the.CSV file that was used to input the data. If this is the case, then the program must be rerun. Some of the errors can be fixed on the maintenance pages. For method (2), errors are listed in the Result's Uninterfaced Transactions tab. The errors can be fixed on the corresponding import maintenance page. Testing results Run data listings and reports Run listings of data and reports from both your non- Infor system and the Infor solutions to review for accuracy and completeness. The Infor solutions provide maintenance forms and reports that you can use to view and print listings of data. Correct the problems Make necessary corrections to the interfaced data using the available programs in the Financials & Supply Management system. See specific solution chapters in this guide to identify the process to help you correct the interfaced data. .</s>

<s>[INST] In the context of INFOR Docs, tell me about OS Portal overview? [/INST] OS Portal overview Infor OS Portal is an application framework that provides a common user interface for integrated Infor ERP applications, such as Financials & Supply Management. You must always access Infor OS Portal by using the Infor OS Portal URL that is provided to your Infor OS Portal administrator. This list shows the compatible browsers: New Microsoft Edge (Chromium) Safari Chrome See the Infor OS Portal User Guide. For the configuration options, see the Infor OS Portal Administration Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accessing FSM in Infor OS Portal? [/INST] Accessing FSM in Infor OS Portal In Infor OS Portal , select the Navigation Menu icon. In the Applications section, select Financials & Supply Management If this option is not available, click See More to view all applications. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Global Ledger interfaces? [/INST] Global Ledger interfaces Your initial interface of general ledger data from a non-Infor source to the Infor Global Ledger solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class Maintenance Results <Chart Name> Chart Upload (2) Load chart of accounts. ReportingChartAccount.csv ReportingChartAccountUpload Finance Enterprise Group form > Chart tab. Open the chart > Click the Upload tab. n/a <Accounting Unit Label> Upload (2) Load accounting units. AccountingUnitUpload.csv AccountingUnitUpload Finance Enterprise Group form > Accounting Entity tab. Open the Accounting Entity > Click the Accounting Unit Structures tab. Open the Structure. Click the Upload tab. n/a Global Ledger Transaction Interface List (2) Transaction Interface Maintenance GLTransactionInterface.csv GLTransactionInterface Select Processing > Transaction Interface> Transaction Interface Interface Run Results Global Ledger Transaction Interface List (2) Load Transactions GLTransactionInterface.csv GLTransactionInterface Select Processing >Transaction Interface >Transaction Interface n/a Budget Import (2) Load Budgets BudgetImport.csv BudgetImport Select Budget Menu > Click Budget Scenarios, Open the scenario > Click the Imports tab. n/a <Dimension Label> Upload (2) Load Finance Dimensions FinanceDimention1Upload.csv through FinanceDimension10Upload.csv FinanceDimension1Upload through FinanceDimension10Upload Finance Enterprise Group form > FinanceDimension tab. Open the structure > Click the Upload tab. n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Chart of accounts interface? [/INST] Chart of accounts interface Use this procedure to import the chart of accounts interface file. Upload the CSV file. Select Finance > Global Ledger > Setup > Finance Enterprise Group > Maintenance. Open a Finance Enterprise Group record and click the Chart tab. Open the chart to which you will interface records. If the chart doesn't exist, then you must create it. Select the Upload tab. On the Upload tab, click Actions > Upload Hierarchy. Select the Retain Default Values On Move check box to inherit the set up default values. Click OK. Check for errors. Click Refresh If any errors exist, they will be displayed in the Upload tab. Fix any errors. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors. Repeat the Run the upload step until all records are loaded without errors. To verify upload, click the Hierarchy tab. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Loading accounting units? [/INST] Loading accounting units Use this procedure to load the accounting unit interface file. Before you start, you must have an accounting entity and accounting unit structure. Upload the CSV file. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance. Open a Finance Enterprise Group record. Click the Accounting Entity tab, and open a record. The Accounting Entity label is user-defined. If you re-label the Accounting Entity, then your label replaces the original names throughout the solution. See the Financials and Supply Management Setup and Administration Guide for details. On the Accounting Unit Structure tab, open an accounting unit structure record. The Accounting Unit Structure tab label is user-defined. If you re-label the Accounting Unit, then your label replaces the original names throughout the solution. See the Financials and Supply Management Setup and Administration Guide for details. Select the Upload tab. On the Accounting Unit Structure form, select Actions > Upload Hierarchy. Specify the Run Group and click OK. Check for errors. Click Refresh If any errors exist, they will be displayed in the Upload tab. Fix any errors. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors. Repeat the Run the upload step until all records are loaded without errors. To verify upload, click the Hierarchy tab. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Transaction interface? [/INST] Transaction interface Upload the CSV file. Select Financials > Global Ledger > Processing > Transaction Interface > Transaction Interface. Click Actions > Interface Transactions. The Interface Transactions window is displayed. Select the Run Group that you want to interface and specify this information: Edit Only No Update Select this check box to check the run groups for errors. If there are records that contain errors, they will be marked so they can be manually corrected before running the transaction interface in update mode. Partial Update Select this check box to interface records that have no errors and to flag incorrect records that did not interface because of error. If this field is blank, then all records are interfaced. If there are errors, then records with errors are flagged and no records are updated. Journalize By Accounting Entity Select this check box to journalize transactions by accounting entity, which affects how an async transaction is created. If this check box is selected, a multiple Journalize Transaction AsyncActionRequest is created. The transaction is based on the number of involved entities on your entries to be interfaced. If this check box is cleared, a single Journalize Transaction AsyncActionRequest is created to process your entries. Split Journals by Journal Code Select this check box to generate journal entries by journal code. Bypass Organization Code If all of your records are formatted to use valid accounting entity/accounting units that are defined in the Finance Enterprise Group, then select this check box. The entered data values are used and the check for Organization Code mapping is skipped. Bypass Account Code If all of your records are formatted to use valid accounts defined in the Finance Enterprise Group, then select this check box. The entered data values are used and the check for Account Code mapping is skipped. Bypass Structure Relation Validation Select this check box if you do not want the interface to validate the structure relations that are defined for your finance structure. If you do not select this check box, then structure relation validation errors will prevent the data from interfacing. Interface In Detail Select this check box if you do not want transactions to be summarized. Currency Table Select the currency table for the interface. Bypass Negative Rate Edit Select this check box to preserve negative rates you have for interface records in Global Ledger. Click OK to start the interface. Check for errors. Click Refresh If any errors exist, they will be displayed in the Upload tab. Fix any errors. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors. Repeat the Run the upload step until all records are loaded without errors. If you have many records, the interface will take some time. To view the progress of the action, select Start > My Actions. If the transactions are interfaced successfully, they are not displayed on this form and can be viewed as Released journal entries. Navigate to one of these to view the journal entries: Processing > Transaction Interface > Interface Run Results. Processing > Journal > Journals If the transactions are not interfaced successfully, then the transaction is flagged where errors exist. Open each transaction to view the nature of the error and to correct the transaction. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Optimizing the transaction interface using GL transaction interface? [/INST] Optimizing the transaction interface using GL transaction interface Enable Auto Post for entities and system codes that are used in the interface. Journals that are created by the journalize process are posted immediately. Note: Auto Post and QuickPost are the least efficient methods of posting. Run the interface option and select the Edit And Interface If No Errors check box. The edit only action is run first. If there are no errors, the full interface or journalize actions are run. These business tasks can be used to start interfaces for multiple run groups: Interface All Run Groups : All existing run groups are interfaced. Interface Selected Run Groups : All run groups matching the naming convention in the parameter are interfaced. Create a job stream that can run one of the interface business task followed by the Post Journals business task. Refresh the cube. Verify that the Async queues for the interface, journalize, and posting are set up to run multiple jobs to allow concurrent processing. Concurrent processing is subject to the number of processors the tenant has available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Loading finance dimensions? [/INST] Loading finance dimensions Upload the CSV file. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance. Open a Finance Enterprise Group record. Click the Finance Dimension tab. Open the structure and click the Upload tab. Run the upload data. Click Actions > Upload Hierarchy. Specify the Run Group and click OK. Check for errors. Click Refresh If any errors exist, they will be displayed in the Upload tab. Fix any errors. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors. Repeat the Run the upload step until all records are loaded without errors. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Test Global Ledger conversion results? [/INST] Test Global Ledger conversion results After running your general ledger conversion programs, you must verify that your results are accurate by running data listings and reports, verifying the data, and correcting problems. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Currency interfaces? [/INST] Currency interfaces Currency interfaces are used to load, view, and maintain the currency exchange rate information. Use dbimport to import these CSV files. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class Maintenance Results Daily Rate Interface (1) Upload daily exchange rates. GLExchangeRateInterface.csv GLExchangeRateInterface Daily Rate Interface Maintenance n/a Period Rate Interface (1) Upload periodic translation rates. GLTranslationRateInterface.csv GLTranslationRateInterface Period Rate Interface Maintenance n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Cash Management interfaces? [/INST] Cash Management interfaces Your initial interface of cash management data from a non-Infor source to the Infor Cash Management solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Interface Transactions (2) Import bank transactions from an external source into Cash Management. n/a CashLedgerTransactionImport Cash Accountant: Cash Transaction Import Maintenance Cash Transaction Import Results Interface Receipts (2) Import receipt transactions from an external source. n/a CashLedgerReceiptImport Cash Accountant: Receipts Interface Maintenance Cash Transaction Import Results Interface Returned Payments (2) Import returned payment transactions from an external source. n/a CashLedgerReturnedPaymentImport Cash Accountant: Returned Payment Interface Maintenance Cash Transaction Import Results Interface Payments (2) Interface payment transactions, either check or electronic payments, from an external source. n/a CashLedgerPaymentImport Cash Accountant: Payment Interface Maintenance Cash Transaction Import Results Bank Statement Interface (2) Bank statements are loaded into this file from a process flow where they are retrieved from a designated location, internal or external. Supported file formats are BAI, BAI2, MT940 and CSV. n/a BankStatementInterfaceHeader Cash Administrator: Bank Statement Interface n/a Fee Service Statement (2) Bank Fee Service statements are loaded into this file by either Infor Spreadsheet Designer or other mapping tool. They are not interfaced to any other record but used for analysis purposes. n/a BankServiceStatement Cash Administrator: Fee Service Statement n/a Non Cash Ledger Interface (2) Cash Ledger Payment Form Interface n/a NonCashLedgerTransaction Cash Administrator: Non Cash Ledger Interface n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Reconciliation Management interfaces? [/INST] Reconciliation Management interfaces Your initial interface of data from a non-Infor source to the Infor includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Transaction Interface n/a ReconciliationInterface n/a n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Transaction interface? [/INST] Transaction interface The transaction interface is used to load data from a third-party source to use to reconcile against global ledger transactions. Predefined match rules must be set up to define how to match these transactions. The detailed transaction reconciliation process is used to reconcile these sources of data: Interface transaction to Global Ledger transaction Interface transaction to Interface transaction Global Ledger transaction to Global Ledger transaction .</s>

<s>[INST] In the context of INFOR Docs, tell me about Creating transaction interface? [/INST] Creating transaction interface You can use the transaction interface records as part of the detail transaction reconciliation process. Interface transactions are loaded from a third-party system into the reconciliation interface business class. For fields in this procedure that are optional, the data can be based on the source system and on the criteria that is used to match the transactions. Select Transaction Interface. On the Structures tab, select a structure. On the Transaction Interface section, click Create. Most of the parameters are self-explanatory. Specify this information: Transaction Date Specify the current date. Posting Date Specify the date that the transaction was posted. If this field is blank, the default value is the transaction date. System Code Optionally, select the Global Ledger system code. Signed Amount Specify the signed amount for the transaction. A positive amount is for debit and a negative amount is for credit. Created By Optionally, specify the name of the person or a third-party system that created the transaction. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Receivables interfaces? [/INST] Receivables interfaces Your initial interface of accounts receivable data from a non-Infor source to the Infor Receivables solution includes loading and building these records This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Interface Customers (2) Import customers from an external source. n/a CompanyCustomerImport CompanyCustomerOrderEntryImport Customer Interface Maintenance Customer Interface Results Interface Transactions (2) Import invoices, debit memos, and credit memos from an external source. n/a ReceivableInvoiceImport ReceivableInvoiceDetailImport ReceivableInvoiceDistributionImport Invoice Interface Maintenance Receivable Interface Results Application Conversion (2) Import payment application from an external source. n/a ReceivableApplicationImport ReceivableApplicationAdjustmentImport ReceivableApplicationImport ReceivableApplicationAdjustmentImport Dispute and Comment Conversion (2) Import invoice dispute and comment data from an external source. n/a ReceivableInvoiceDisputeImport ReceivableInvoiceCommentImport ReceivableInvoiceDisputeImport ReceivableInvoiceCommentImport Distribution Conversion (2) Import general ledger distributions from an external source. n/a ReceivableInvoiceDistributionImport ReceivableInvoiceDistributionImport Interface Customers (2) Interface customer records with either an add or change indicator from an external source. n/a CompanyCustomerImport Customer Interface Maintenance Customer Interface Results Interface Invoices (1) and (2) Process invoice interface and conversion records into Receivables. n/a Invoice Interface Maintenance Receivables Interface Results Invoice Transaction Interface (2) Import invoice, debit memo, and credit memo records from an external source. n/a ReceivableInvoiceImport ReceivableInvoiceDetailImport ReceivableInvoiceImport ReceivableInvoiceDetailImport Interface Lock Boxes (2) Import lock box-formatted payments from an external source. n/a ReceivableLockBoxImport Lock Box Interface Maintenance Lock Box Interface Results Interface Payments (2) Import formatted payments from an external source. n/a ReceivablePaymentImport Payment Interface Maintenance Payment Interface Results Interface Payments 2 (2) Import non-formatted payments from an external source. n/a ReceivablePaymentImport2 ReceivablePaymentRemitImport Payment2 Interface Maintenance ReceivablePaymentImport2 ReceivablePaymentRemitImport Payment2 Interface Results .</s>

<s>[INST] In the context of INFOR Docs, tell me about Payables and Matching interfaces? [/INST] Payables and Matching interfaces Your initial interface of accounts payable and invoice matching data from a non-Infor source to these solutions includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Interface Payables Invoices (2) Import invoice, split invoice payment and general ledger distribution information from an external source to Payables. n/a PayablesInvoiceImport PayablesInvoicePaymentImport PayablesInvoiceDistributionImport PayablesInvoiceImportComment Invoice Interface Maintenance Invoice Interface Results Document Management Interface Interface document management information. n/a DocumentInterfaceInvoice DocumentInterfaceDetail DocumentInterfaceDistribution Document Management Interface n/a Interface Vendor Addresses (2) Import vendor addresses from an external source to Payables. n/a VendorAddressImport VendorContactImport Vendor Address Interface Maintenance Vendor Interface Results Interface Vendor Balances (2) Import vendor balances from an external source to Payables n/a VendorBalanceImport Vendor Balance Interface Maintenance Vendor Interface Results Interface Vendors (2) Import vendors and vendor locations from an external source to Payables. n/a VendorImport VendorCertificationImport Vendor Interface Maintenance Vendor Interface Results Interface Invoices (2) Import Match and Expense invoices from an external source to Payables Import includes line details, add on charges, and general ledger distribution information. EDIInvoiceMatchInterfaceInput MatchInvoiceImport MatchInvoiceDistributionImport PayablesInvoiceDetailImport PayablesInvoiceAddOnChargeImport Interface Invoice Maintenance Interface Results Interface Company Expense Posting (2) Import expense header and detail information and turn it into Payables Invoices and Payables Invoice distributions. n/a ExpenseManagementInterfaceHeader ExpenseManagementInterfaceDetail Interface Header Maintenance Interface Detail Maintenance Interface Detail Results .</s>

<s>[INST] In the context of INFOR Docs, tell me about Billing interfaces? [/INST] Billing interfaces Your initial interface of billing data from a non-Infor source to the Billing solution includes loading these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Billing Interface (2) Import billing detail information and turn it into Billing Invoices. n/a BillingInvoiceImportLine BillingInvoiceAddOnChargeImport BillingInvoiceImportComments BillingInvoiceImportLine BillingInvoiceAddOnChargeImport BillingInvoiceImportComments BillingInterfaceResult Credit Card Interface (1) Interface credit card information into Billing. n/a CustomerCreditCardImport CustomerCreditCardInterface n/a Ship To Load (1) Import customer ship to records into Billing from an external source. n/a ShipToLoadImport ShipToLoadImport n/a Invoice Load (1) Import invoices and credit memos into Billing from an external source. n/a InvoiceLoadImport InvoiceLoadImport n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Lease Accounting interfaces? [/INST] Lease Accounting interfaces Your initial interface of lease data from a non-Infor source to the Infor Lease Accounting solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Lease Interface (1) Import non-Infor lease payment information. n/a LeaseImport Lease Interface List n/a Lease Payment Schedule Interface (1) Maintenance for payment schedules. n/a LeasePaymentImport Lease Payment Schedule List n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Asset Accounting interfaces? [/INST] Asset Accounting interfaces Your initial interface of data from a non-Infor source to includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Asset Import (1) Interface asset information from a non-Infor system. Three records are displayed in the single import group form. Asset records, Asset item records, Asset book records. n/a AssetImport Asset Import Group List n/a Asset Transaction Import (1) Convert asset book information to an existing asset. n/a AssetTransactionImport Asset Transaction Import List n/a Asset Book Import (1) Convert asset book information to an existing asset. n/a AssetBookImport Asset Import Group List n/a Additional Book Import (1) Update the asset book file with book conversion information, including related depreciation information, for existing assets. n/a AssetBookAdditionalImport Asset Additional Book Import List n/a Asset Item Adjustment Import (1) Use to add items additional Items to existing assets. n/a AssetItemAdjustmentImport Asset Item Adjustment Import List n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Control interfaces? [/INST] Inventory Control interfaces Your initial interface of inventory data from a non-Infor source to the Infor Inventory Control solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Physical Inventory Interface Process physical inventory counts from an interface file. This interface can take input from a table or a flat file. This import can take input from a table or a flat file. n/a PhysicalInventoryImport Maintain Physical Inventory Interface n/a Cart Par Location Interface (1) Import cart and par locations. CartParLocationInput n/a n/a n/a Patient Charge Item Interface (1) Interface Patient Charge Item records. PatientChargeItemInput n/a n/a n/a Patient Charge Upload Process patient charges from a file uploaded from a handheld terminal. Set parameters according to the requirements for handheld processing. PC540Pc540work n/a n/a n/a CSV Item Master To extract Item Master using company number, Item Location, picking location, Revenue Center (for patient charge information) to create a CSV export file. IC524Ic524wk n/a n/a n/a GLN Master Load (1) Import item master data and item comments data from another inventory application. Import the HCPCS codes for the current year. IC558Ic558csv n/a n/a n/a HL 7 ADT Patient Interface Load ADT (Admission, Discharge, and Transfer) patient data from a format file in the Patient database file. PC521Patient n/a n/a n/a HL 7 Item Master Interface Extract Item Master data to create a non-Infor export file. The file is used to interface ESI (Enterprise Systems Incorporated). IC525Ic525cio n/a n/a n/a Handheld Item Master Interface (1) Extract data to download to a handheld terminal. This data is used to perform the replenishment process for a par cart or exchange cart in a hospital environment. IC520Ic520item , IC520Ic520itemp IC520Ic520ploc IC520Ic520ptmp IC520Ic520rloc n/a n/a n/a Inventory Beginning Balance Load Create and update the stock-on-hand quantity fields from another source. Creates Stock on hand detail, serial number control, and lot control. IC820Ffbalance n/a n/a n/a Inventory Forecast Interface Import item forecast records from an interface file. You can print a list of item forecasts that could not be processed and load good records. Use Forecasts to update records. If you run this interface again, delete previous interface files to avoid duplication. IC519Ftran n/a n/a n/a Inventory History Load Process summarized transaction history data from an external source. This process updates the Inventory Control database. A Transaction History file and a report is created. IC851Ffichist n/a n/a n/a Inventory Transaction Interface (2) Import inventory transactions from an input file. InventoryTransactionInput InventoryTransactionImport InventoryTransactionImportLine InventoryTransactionImportLineDetail Inventory Transaction Interface Maintenance n/a Interface Item Information (2) Interface Items, Vendor Items, ItemLocations, Item Units of Measure, and GTINs from an input file. ItemInput ItemGTINInput , ItemCommentInput ItemLocationInput ItemNDCInput ItemSKUInput ItemUPCInput UCCEANItemUPNInput HIBCCItemUPNInput VendorItemInput ItemInformationWorksheet ItemLocationInterface Maintain Item Worksheet n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchasing interfaces? [/INST] Purchasing interfaces Your initial interface of purchasing data from a non-Infor source to Purchasing includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Interface Procurement Card Statements (2) Import the bank's statement of charges. ProcurementCardStatementInput ProcurementCardStatementImport ProcurementCardStatementImportTransaction ProcurementCardStatementImportTransactionDistribution Procurement Card Statement Interface Maintenance Procurement Card Statement Interface Results Interface Purchase Orders (2) Import purchase order information from an external source. PurchaseOrderInterfaceInput PurchaseOrderImport PurchaseOrderImportLine PurchaseOrderImportComment PurchaseOrderImportLineDistribution PurchaseOrderImportAddOnCharge PurchaseOrderImportAssetDefaults Purchase Order Interface Maintenance Purchase Order Interface Results Interface Receipts (2) Import receipts from an external source into the Invoice Matching and Terms. ReceiptInterfaceInput PurchaseOrderReceiptImport PurchaseOrderReceiptLineImport PurchaseOrderReceiptLineAOCImport Receipt Interface Maintenance Receipt Interface Results Purchasing Receiving File (1) Create a receipt for open purchase orders for selected vendors. Interface Adjustments and Additions (2) Import receipt adjustments from an external source into the Invoice Matching and Terms. n/a POReceiptAdjustmentAndInspectionImport Receipt Interface Maintenance Receipt Interface Results Purchasing Arrival Interface (1) Import delivery information from the Pitney Bowes Arrival package tracking system, which captures information using the handheld signature pads. n/a PurchaseOrderArrival .</s>

<s>[INST] In the context of INFOR Docs, tell me about Maintaining interfaced purchase orders? [/INST] Maintaining interfaced purchase orders Purchase orders can be interfaced to Purchasing You can add or maintain interfaced purchase order information to correct errors. Select Lists And Processes > Create Purchasing Processes > Interface Purchase Orders > Purchase Order Interface Maintenance. Open the purchase order interface record. Use the sections on the Header and Line Defaults tab to specify additional information. If you are using Contract Pricing , then click the Retainage tab to add retainage information. Click the Comments tab to add or edit comments, such as comments about the vendor or delivery. Click the Lines tab to add or edit purchase order information at the line level. Click the Add On Charges tab to add or edit purchase order add on charges or line add on charges. Click Save. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requisitions interfaces? [/INST] Requisitions interfaces Your initial interface of requisition data from a non-Infor source to Requisitions includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Interface Requisitions (2) Import requisitions from an external source. This data goes to the main requisitions business classes so errors are shown on Requisition Interface when it is run. RequisitionInterfaceInput RequisitionImport RequisitionImportLine RequisitionImportLineDistribution RequisitionImportAddOnCharge Requisition Interface Maintenance Requisition Interface Results .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contract Management interfaces? [/INST] Contract Management interfaces Your initial interface of contract data from a non-Infor source to the Contract Management solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Contract Interface No batch interface, this delivers Contract Import files to Contract. n/a ContractImport ContractLineImport ContractImportTier ContractImportTierQualCode ContractImportTierQualifier ContractLineImportTierCos t Contract Interface n/a GPO Interface Contracts n/a ContractGPOHeader ContractGPOCategory ContractGPOTerm ContractGPOMembership ContractGPOParticipant ContractGPODistributor ContractGPOItem ContractGPOTier ContractGPOProductCategory ContractGPOProductSubcategory ContractGPOSupplier Supplier Mapping and Processing Member Mapping and Processing n/a The input file for Contract Interface is typically received from a manufacturer or distributor in the form of an Excel spreadsheet. You upload this using ISD, and that upload populates the various Import business classes that are listed. Any corrections to the data can be done in the maintenance form that is listed. The input file for GPO Interface Contracts is typically received from a GPO in the form of an Excel spreadsheet. You upload this using database import tools, and that upload populates the various import business classes that are listed. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Franchise Billing interfaces? [/INST] Franchise Billing interfaces Your initial interface data from a non-Infor source to the Franchise Billing solution includes loading and building these record: This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Franchise Budget Interface (1) Process budget data files that were imported from a franchise. n/a FranchiseBudgetImport Franchise Budget Interface List n/a Franchise Sales Interface (1) Process data that has been imported from a franchise. n/a FranchiseSalesImport Franchise Sales Interface List n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Warehouse interfaces? [/INST] Warehouse interfaces Your initial interface of data from a non-Infor source to the solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Warehouse Batch Feedback Interface (1) Import one type of feedback at a time into Warehouse. You can select picking, packing, or shipping feedback that you scanned, for example, using a bar code reader or other kind of interface. n/a WarehouseShipmentImport WarehouseShipmentImportCarton WarehouseShipmentImportLine WarehouseShipmentImportLineCarton WarehouseShipmentImportLineDetail Maintain Shipment Interface n/a Physical Inventory Interface (1) n/a Physical Inventory Import Maintain Physical Inventory Interface n/a Cart Par Location Interface (1) Import cart par locations from an external source.Import physical inventory counts from an interface file. Uses input from a table or a flat file. CartParLocationInput n/a n/a n/a Shipment Load Program n/a n/a n/a n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order Entry interfaces? [/INST] Order Entry interfaces Your initial interface of data from a non-Infor source to the Item and Order Billing solution includes loading and building these records. This table contains important information about the interfaces for this solution: The name, description, and method for testing for each interface. The name of the CSV file, if applicable. If there is only a CSV input file and no database input (business class), then there is no maintenance form for the input file. Maintenance must be done on the CSV file and the interface reprocessed. The business class (ISD File), which is the error/interface file where data is stored if you have errors. In some cases, the business class (ISD file) is also the file into which the data is initially interfaced. Where you go to perform maintenance after the interface is run. The Results menu item. Interface CSV Business class (ISD file) Maintenance Results Order Entry Return Feedback Interface (1) Import return feedback from an external source. n/a CustomerOrderReturnHeaderInbound CustomerOrderReturnLineInbound CustomerOrderReturnLineCommentInbound CustomerOrderReturnHeaderInbound CustomerOrderReturnLineInbound CustomerOrderReturnLineCommentInbound n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Production Management interfaces? [/INST] Production Management interfaces Interface CSV Business class (ISD file) Maintenance Results Warehouse Forecast Demand Interface n/a n/a n/a n/a .</s>

<s>[INST] In the context of INFOR Docs, tell me about Importing forecast demand? [/INST] Importing forecast demand Create the input file of forecast demand records in a comma separated value (CSV) file format. This information is required in the CSV file for each Production Management forecast demand record: company, location, finished good item identifier, quantity, required by date. Sign in as Work Order Manager, and select Create Processing Reports > Forecast Demand Interface. Run this program to import quantities from the CSV file. Specify this information: Company Select a company. Location Select a valid stock location as defined in Inventory Control It is also the production facility where finished goods are produced for work orders. Date Needed Specify the expected date the finished good is required. Alternatively, you can specify the number of working days from the current system date that the finished good is required. Note: Specify a date in only one field. If you specify a date in both fields, the Date Needed field is used as the default. Plus Number Days Specify the number of working days from today that the finished good is required. Note: If you specify a date in both fields, the Date Needed field is used as the default. Impact on Forecast Demand Select an option to use for the impact on existing Production Management forecast demand. This value is used when loading new forecast demand for a finished good on a required by date and a forecast demand record already exists. Use Replace to replace the existing quantity with the imported quantity. Use Add to Quantity to add the imported quantity to the existing forecast demand quantity. Use No Update if you do not want to replace or add to the quantity if a forecast demand already exists. Release Select Yes to release the forecast demand records after they are created. Select No to leave them in an unreleased status. After you run the program, the demand displays an Unreleased status. Click the Manage Forecast Demand tab access the Work Order Forecast Demand List page to release forecast demand for scheduling. .</s>

<s>[INST] In the context of INFOR Docs, tell me about About this guide-IDM output service? [/INST] About this guide This guide provides information about how to use the Infor Document Output Management Output Management service in Financials & Supply Management for multi-tenant customers. Output management service is only supported in the multi-tenant environment. IDM is supported by Infor Ming.le or Infor OS Portal version 12 and later. Use this guide as a reference at your site. This guide does not teach you about document management practices. This guide shows you how the Infor Document Output Management Output Management service functions with Financials & Supply Management to complete specific tasks. .</s>