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<s>[INST] In the context of INFOR Docs, tell me about Final Contract Negotiation Approval (no update)? [/INST] Final Contract Negotiation Approval (no update) This service creates a work unit when a supplier has accepted contract terms with no changes. Service CMContFinalApprNoUpdate Service name Final Contract Negotiation Approval System Contract Management Criteria ContractGroup, Classification, Subclass Work Category None Prerequisites Contract Classification- Set Require Final Approval After Supplier Portal Negotiations to true Initiating event Supplier has accepted Contract terms with no changes Resolution action Contract is set to have final internal approval done, or Ready to Activate Variables AddendumExists, AmendmentExists, Contract, ContractGroup, ContractStatus, Name, PrimaryContactEmail, WorkingContractId .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contract Approval Prior To Negotiations? [/INST] Contract Approval Prior To Negotiations This service creates a work unit when a contract is released prior to negotiations. Service CMContractAppr Service name Contract Approval Prior to Negotiations System Contract Management Criteria ContractGroup, Classification, Subclass Work Category None Prerequisites Contract Classification- Set Require Internal Contract Approval Before Negotiations to true Initiating event Release of Contract Resolution action Negotiation Variables AddendumExists, AmendmentExists, Contract, ContractGroup, ContractStatus, Name, PrimaryContactEmail, WorkingContractId .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contract Redline Approval? [/INST] Contract Redline Approval This service creates a work unit when a contract is released with a redline document. Service CMWordAppr Service name Contract Redline Approval System Contract Management Criteria ContractGroup, Classification, Subclass Work Category None Prerequisites Contract Classification- Set Approval Type to Approvals With Redlining On Document, set Require Internal Contact Approval Using Document Redlining Before Negotiations to true Initiating event Release Contract with redline document Resolution action Contract set to Negotiation Variables AddendumExists, AmendmentExists, Contract, ContractGroup, ContractStatus, Name, PrimaryContactEmail, WorkingContractId, Classification, ContractApprovalLinkback, InBasketURL, LatestDocumentName, LocationOfContract, ProposedTotalContractAmoung, Supplier, SupplierName .</s>

<s>[INST] In the context of INFOR Docs, tell me about Currency? [/INST] Currency The Currency Exchange Rate service is available in the Currency application. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Currency Exchange Rate? [/INST] Currency Exchange Rate This service creates a work unit when the user or the systems adds, updates or deletes a daily currency exchange rate. Service CurrExchangeRateService Service name Currency Exchange Rate Service System Currency Criteria EnterpriseGroup, CurrencyTable Work Category None Prerequisites On Finance Enterprise Group, Options tab, the BOD Trigger flag needs to be enabled. Initiating event Add, Update or Delete a daily currency exchange rate. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp PeriodRate, true or false _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CurrExchangeRate and EnterpriseGroup tables. Related IPA Process The FSM_ION_SyncCurrencyExchangeRateMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about General Ledger? [/INST] General Ledger These services are available in the General Ledger application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accounting Entity Service? [/INST] Accounting Entity Service This service creates a work unit when the user or the systems adds, updates or deletes a General Ledger Accounting Entity or Accounting Unit. Service AccountingEntityService Service name GL Accounting Entity Service System General Ledger Criteria FinanceEnterpriseGroup, AccountingEntity Work Category None Prerequisites On Finance Enterprise Group, Options tab, the BOD Trigger flag needs to be enabled. Initiating event Add, Update or Delete an Accounting Entity or Accounting Unit. Resolution action N/A. Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, Accounting Entity, AccountingUnitStructure, CloseConfiguration and FinanceEnterpriseGroup.EnterpriseChart tables. Related IPA Process The FSM_ION_SyncAccountingEntity_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accounting Unit Service? [/INST] Accounting Unit Service This service creates a work unit when the user or the systems adds, updates or deletes a General Ledger Accounting Unit. Service AccountingUnitService Service name GL Accounting Unit Service System General Ledger Criteria FinanceEnterpriseGroup, AccountingEntity, Accounting Unit Work Category None Prerequisites On Finance Enterprise Group, Options tab, the BOD Trigger flag needs to be enabled. Initiating event Add, Update or Delete an Accounting Unit. Resolution action n/a Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, Accounting Entity and Accounting Unit tables. Related IPA Process The FSM_ION_SyncCodeDefinition_Out process file is delivered with Financials & Supply Management FSM ION Connector. Note: The CodeDefinition BOD list ID for Accounting Unit used for this process is Cost Centers. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Close Configuration Service? [/INST] Close Configuration Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Close Configuration. Service CloseConfigurationService Service name GL Close Configuration Service System General Ledger Criteria FinanceEnterpriseGroup, GeneralLedgerCloseConfiguration Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a General Ledger Close Configuration. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, GeneralLedgerCloseConfiguration, GeneralLedgerClosePeriod, FinanceEnterpriseGroup.EnterpriseChart. Related IPA Process This process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncFinancialCalendar_Out. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Error Suspense Account Alert? [/INST] Error Suspense Account Alert This service creates a work unit when a GL Transaction is posted to an ErrorSuspense account. Service ErrorSuspenseService Service name Error Suspense Alert System General Ledger Criteria FinanceEnterpriseGroup, AccountingEntity Work Category GLErrorSuspenseGroup Prerequisites Initiating event Whenever a GL transaction hits an Error Suspense account Resolution action N/A Variables FinanceCodeBlock.GeneralLedgerChartAccount GeneralLedgerJournalControl TransactionDate FinanceCodeBlock.Ledger FinanceCodeBlock.AccountingUnit TransactionDate GeneralLedgerEvent ReportCurrencyAmount Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension1. Possible process flow sequence GL Owner is notified with an Alert message that the GL transaction posted to the Error Suspense account. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 1 Service? [/INST] Finance Dimension 1 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 1. Service FinanceDimension1Service Service name GL Finance Dimension 1 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension1 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension1. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension1. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 1 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 2 Service? [/INST] Finance Dimension 2 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 2. Service FinanceDimension2Service Service name GL Finance Dimension 2 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension2 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension2. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension2. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 2 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 3 Service? [/INST] Finance Dimension 3 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 3. Service FinanceDimension3Service Service name GL Finance Dimension 3 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension3 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension3. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension3. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 3 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 4 Service? [/INST] Finance Dimension 4 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 4. Service FinanceDimension4Service Service name GL Finance Dimension 4 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension4 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension4. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension4. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 4 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 5 Service? [/INST] Finance Dimension 5 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 5. Service FinanceDimension5Service Service name GL Finance Dimension 5 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension5 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension5. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension5. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 5 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 6 Service? [/INST] Finance Dimension 6 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 6. Service FinanceDimension6Service Service name GL Finance Dimension 6 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension6 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension6. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension6. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 6 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 7 Service? [/INST] Finance Dimension 7 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 7. Service FinanceDimension7Service Service name GL Finance Dimension 7 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension7 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension7. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension7. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 7 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 8 Service? [/INST] Finance Dimension 8 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 8. Service FinanceDimension8Service Service name GL Finance Dimension 8 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension8 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension8. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension8. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 8 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 9 Service? [/INST] Finance Dimension 9 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 9. Service FinanceDimension9Service Service name GL Finance Dimension 9 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension9 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension9. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension9. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 9 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about Finance Dimension 10 Service? [/INST] Finance Dimension 10 Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Finance Dimension 10. Service FinanceDimension10Service Service name GL Finance Dimension 10 Service System General Ledger Criteria FinanceEnterpriseGroup, FinanceDimension10 Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a FinanceDimension10. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup and FinanceDimension10. Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncCodeDefinition_Out. Note: The CodeDefinition BOD list ID for FinanceDimension1 used by for this process is "Finance 10 Dimensions." .</s>

<s>[INST] In the context of INFOR Docs, tell me about General Ledger Total Service? [/INST] General Ledger Total Service This service creates a work unit when the Financials & Supply Management user or the system posts a General Ledger Journal Entry. Service GeneralLedgerTotalService Service name GL Journal Control Service System General Ledger Criteria FinanceEnterpriseGroup,GeneralLedgerJournalControl, GeneralLedgerTotal.Ledger Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Post a Journal Entry Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, AccountingEntity, Scenario, GeneralLedgerTotal Related IPA Process The following process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncSourcSystemGLMovement_Out. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Journal Control Service? [/INST] Journal Control Service This service creates a work unit when the Financials & Supply Management user or the system posts a general ledger journal entry. Service GLJournalControlService Service name GL Journal Control Service System General Ledger Criteria FinanceEnterpriseGroup, GeneralLedgerJournalControl, AccountingEntity Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Post a Journal Entry Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CalendarPeriodDate CalendarYear CalendarDisplayPeriod CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, AccountingEntity, GeneralLedgerClosePeriod,GeneralLedgerJournalControl, GeneralLedgerTransaction Related IPA Process This process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncSourcSystemJournalEntry_Out. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Reporting Chart Service? [/INST] Reporting Chart Service This service creates a work unit when the Financials & Supply Management user or the systems adds, updates, or deletes a General Ledger Reporting Chart. Service ReportingChartService Service name GL Reporting Chart Service System General Ledger Criteria FinanceEnterpriseGroup, ReportingChart Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete an Accounting Unit. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, ReportingChart and ChartAccountNode Related IPA Process This process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncAccountingChart_Out. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Reporting Chart Account Service? [/INST] Reporting Chart Account Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a General Ledger Reporting Chart Account. Service ReportingChartAccountService Service name GL Reporting Chart Service System General Ledger Criteria FinanceEnterpriseGroup, ReportingChart Work Category None Prerequisites On Finance Enterprise Group, Options tab, the "BOD Trigger" flag needs to be enabled. Initiating event Add, Update, or Delete a Reporting Chart Account. Resolution action N/A Variables Actions Code, A (Add), U (Update) or D (Delete). CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the FinanceEnterpriseGroup, ReportingChartAccount, GeneralLedgerChartAccount and ReportingChart Related IPA Process This process file is delivered with Financials & Supply Management FSM ION Connector: FSM_ION_SyncChartOfAccounts_Out. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Control? [/INST] Inventory Control These services are available in the Inventory Control application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Bill of Material Service? [/INST] Bill of Material Service This service creates a work unit when the user or the system Creates, Updates, or Deletes the KitComponent for Kit Item. Service BillOfMaterialsService Service name Bill Of Materials Service System Inventory Control Criteria FinanceEnterpriseGroup Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Create, Update, or Delete the Kit Component for Kit Item Resolution action N/A Variables ActionCode KitComponent.ItemGroup. BusinessGroup.FinanceEnterpriseGroup, KitComponent.ItemGroup.InventoryCompaniesRel.Company.GeneralLedgerCompany.AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields from KitItem, KitComponent. Related IPA Process The FSM_ION_SyncBillOfMaterails_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Adjustment Service? [/INST] Inventory Adjustment Service This service creates a work unit when the user or the system Adds, Updates and Deletes a Inventory Transaction. Service InventoryAdjustmentService Description Inventory Adjustment Service System Inventory Control Criteria FinanceEnterpriseGroup, AccountingEntity, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, and Delete an Inventory Transaction where Type "InventoryAdjustment" Resolution action N/A Variables ActionCode VariationID CurrentTimeStamp LawsonCompany AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Inventory Transaction Line Related IPA Process The FSM_ION_SyncInventoryAdj_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Bill To Inventory Service? [/INST] Bill To Inventory Service This service creates a work unit when the user or the system Adds, Updates, and Deletes a InventoryLocation. Service BillToInventoryService Description Bill To Inventory Service System Inventory Control Criteria FinanceEnterpriseGroup, InventoryLocation, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update or Delete InventoryLocation Resolution action N/A Variables InventoryLocation.ActionCode InventoryLocation.BankTransactionType InventoryLocation.FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the InventoryLocation Related IPA Process The FSM_ION_SyncBillToPartyMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Count Service? [/INST] Inventory Count Service This service creates a work unit when the Financials & Supply Management user or the systems Run CSVItemMaster. Service InventoryCountService Service name Inventory Count Service System Inventory Control Criteria FinanceEnterpriseGroup, Company Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Run CSV Item Master Batch Job Resolution action N/A Variables AccountingEntity CurrentTimeStamp Company FinanceEnterpriseGroup CurrencyCode Item ItemGroup ItemLocation _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncInvCount_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Location Service? [/INST] Inventory Location Service This service creates a work unit when the user or the system Creates, Updates or Deletes the InventoryLocation Service InventoryLocationService Service name Inventory Location Service System Inventory Control Criteria FinanceEnterpriseGroup, Company, InventoryLocation Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Create, Update, or Delete the InventoryLocation Resolution action N/A Variables ActionCode InventoryLocation.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncInvCount_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inventory Transaction Service? [/INST] Inventory Transaction Service This service creates a work unit when the Financials & Supply Management user or the system creates Negative Issue from RequestingLocation or Transfer from InventoryLocation. Service InventoryTransactionService Service name Inventory Transaction Service System Inventory Control Criteria FinanceEnterpriseGroup, Company Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add and Update Stock at RequestingLocation Transfer from InventoryLocation Resolution action N/A Variables ActionCode A(Add), U (Update), D (Delete) AccountingEntity InventoryDocumentType FinanceEnterpriseGroup _authenticatedActor _proxyActor Input data JSON text file includes all fields in the InventoryTransaction, InventoryTransactionLine, InventoryLocation, and RequestingLocation tables. Related IPA Process The FSM_ION_ProcessInventoryTrans_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item Location Service? [/INST] Item Location Service This service creates a work unit when the Financials & Supply Management user or the systems adds, updates, or deletes an ItemLocation. Service ItemLocationService Service name Item Location Service System Inventory Control Criteria FinanceEnterpriseGroup, Item Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, or Delete an Item in ItemLocation Resolution action N/A Variables ActionCode A(Add), U (Update), D (Delete) AccountingEntity BaseCost Company CurrentTimeStamp _authenticatedActor _proxyActor Input data JSON text file includes all fields in the Item, ItemLocation, InventoryLocation tables. Related IPA Process The FSM_ION_SyncItemMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item Service? [/INST] Item Service This service creates a work unit when the Financials & Supply Management user or the systems adds, updates, or deletes an item. Service ItemService Service name Item Service System Inventory Control Criteria FinanceEnterpriseGroup, Company Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, or Delete an Item in Item Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) AccountingEntity BaseCost Company CurrentTimeStamp _authenticatedActor _proxyActor Input data JSON text file includes all fields in the Item, ItemLocation, InventoryLocation tables. Related IPA Process The FSM_ION_SyncItemMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Item Group Service? [/INST] Item Group Service This service creates a work unit when a Financials & Supply Management user or the system adds, updates, or deletes an item group. Service ItemGroupService Service name Item Group Service System Inventory Control Criteria FinanceEnterpriseGroup Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, update, or delete an item group. Resolution action N/A Variables ActionCode FinanceEnterpriseGroup CurrentTimeStamp _authenticatedActor _proxyActor Input data JSON text file includes all fields in the ItemGroup tables. Related IPA Process The FSM_ION_SyncCodeDefinitin_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Unit of Measure Service? [/INST] Unit of Measure Service This service creates a work unit when the Financials & Supply Management user or the system adds or deletes a unit of measure. Service UnitOfMeasureService Service name Unit of Measure Service System Inventory Control Criteria FinanceEnterpriseGroup, ItemGroup Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add or delete a unit of measure. Resolution action N/A Variables ActionCode ItemGroup FinanceEnterpriseGroup CurrentTimeStamp _authenticatedActor _proxyActor Input data JSON text file includes all fields in the UnitOfMeasure Tables. Related IPA Process The FSM_ION_SyncCodeDefinitin_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Invoice Matching? [/INST] Invoice Matching These services are available in the Invoice Matching application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order Cost Message? [/INST] Purchase Order Cost Message This service creates a workunit that notifies the buyer when a purchase order cost message has been created out of the invoice add process. Service POCostMessageService Service name System Invoice Matching Purchase Order Cost Message Alert Criteria PayablesCompany, PayablesAuthorityCode Work Category None Prerequisites Purchase Order Cost Message Alert On Match Company, Messaging page, the PO Cost Messaging flag must be enabled. Initiating event A match invoice is entered and the invoice unit cost and the Purchase Order unit cost are not the same. Match invoices are entered on Payables Invoice Detail and EDI Invoice Match Interface. Resolution action A match invoice is entered and the invoice unit cost and the PO unit cost are not the same. Match invoices are entered on the Payables Invoice Line Detail forms and EDI Invoice Match Interface. Variables PayablesInvoice.Company PayablesInvoice.Invoice PayablesInvoice.Vendor Related IPA Process The FSM_ION_POCostMsgAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Reconciliation Invoice Message? [/INST] Reconciliation Invoice Message This service creates a workunit when a match has been attempted from the Match Specialist and there are differences between the invoice and the receipt. Service ReconcilationInvoiceMessageService Service name Invoice Reconciliation Alert System Invoice Matching Criteria PayablesCompany, PayablesAuthorityCode Work Category None Prerequisites Set all flags to Yes for Reconciliation Match fields on Match Company, ‘Messaging’ page. Initiating event Attempting a match from the Match Specialist and there are differences between the Invoice and the receipt. Resolution action The message is resolved on Match Invoice Message. Access Match Invoice Message to respond to the Reconciliation Invoice Message. If the message response is Approve or Chargeback, the Invoice Approval workunit for the Invoice Approval service is created. Variables PayablesInvoice.Company PayablesInvoice.Invoice PayablesInvoice.Vendor Related IPA Process The FSM_ION_ReconcilationInvoiceMessageAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order Entry? [/INST] Order Entry These services are available in the Order Entry application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Canceled? [/INST] Customer Order Canceled This service creates a workunit when a customer order is canceled on CustomerOrder. Service CustomerOrderCanceledService Service name Customer Order Canceled Alert System Order Entry Criteria BillingCompany, BillingInvoice ProcessLevel Work Category Order Entry Manager Prerequisites Normal order processing should be done, which includes the existence of a customer order. Initiating event Canceling a customer order on CustomerOrder Resolution action N/A Variables CustomerOrder.Company CustomerOrder.Customer CustomerOrder.CustomerOrder CustomerOrder.BillName CustomerOrder.OrderEntryOrderType CustomerOrder.OrderDate ossible process flow sequence The Order Entry Manager is notified that a customer order was canceled. Related IPA Process The FSM_ION_CustomerOrderCanceledAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Credit Check Fail? [/INST] Customer Order Credit Check Fail This service creates a workunit when a credit check fails in the credit check process. Service CustomerCreditCheckFailService Service name Customer Credit Check Fail Workflow System Order Entry Criteria BillingCompany, BillingInvoice, ProcessLevel Work Category Credit_Analyst Data string = [credit analyst] Prerequisites Normal order entry processing, which includes the existence of a non-Cash on Delivery order with the order amount greater than the single order limit. Initiating event Failing a credit check in the credit check process. Credit checks occur when an order is released on CustomerOrder or OrderEntryBatchOrderRelease, when a released order is changed on CustomerOrder, and when the pick list is run on WarehousePickListPrint. Resolution action When the user Approve/Reject the Customer Order in Infor Ming.le® , the flow performs the Approve/Reject action for that Requisition Variables CustomerOrderLine.Company CustomerOrderLine.Customer CustomerOrderLine.CustomerOrder CustomerOrder.OriginalOpenOrderAmount CustomerOrder.HoldCode Possible process flow sequences The Credit Analyst is notified that the credit check for a customer order failed, and the order is on hold. These are some examples: The Credit Analyst receives notification to review the order and takes appropriate action. Possible actions are Approve and Reject. The customer order is updated on CustomerOrder. Related IPA Process The FSM_ION_CustomerCreditCheckFailWorkflow process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Hold? [/INST] Customer Order Hold This service creates a workunit when a customer order is placed on hold on CustomerOrder. Service CustomerOrderHoldService Service name Customer Order Hold Alert System Order Entry Criteria BillingCompany, BillingInvoice ProcessLevel Work Category None Prerequisites Normal order processing should be done, which includes the existence of a customer Order. Initiating event Placing a customer order on hold by using the Hold Code on CustomerOrder. Resolution action N/A Variables CustomerOrder.Company CustomerOrder.Customer CustomerOrder.CustomerOrder CustomerOrder.BillName CustomerOrder.OrderEntryOrderType CustomerOrder.Status CustomerOrder.HoldCode Possible process flow sequence The Order Entry Manager is notified that a customer order was placed on hold. Related IPA Process The FSM_ION_CustomerOrderHoldAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Line Hold? [/INST] Customer Order Line Hold This service notifies the Order Entry Manager that an order line has been put on hold. Service CustomerOrderLineHoldService Service name Customer Order Line Hold Alert System Order Entry Criteria BillingCompany, BillingInvoice ProcessLevel, CompanyCustomer Work Category Order Entry Manager Prerequisites None Initiating event A hold code is manually added to a released order line using CustomerOrder, or the system applies a hold cold to an order line. Resolution action N/A Variables CustomerOrderLine.Company CustomerOrderLine.Customer CustomerOrderLine.CustomerOrder CustomerOrderLine.InventoryLocation CustomerOrderLine.CustomerOrderLine CustomerOrderLine.Item CustomerOrderLine.HoldCode Related IPA Process The FSM_ION_CustomerOrderLineHoldAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Return Created? [/INST] Customer Order Return Created This service notifies the Order Entry Manager that a return authorization number was created. Service CustomerOrderReturnService Service name Customer Order Return Alert System Order Entry Criteria BillingCompany, BillingInvoice ProcessLevel Work Category Order Entry Manager Prerequisites None Initiating event A release form action on CustomerOrderReturn. Resolution action N/A Variables CustomerOrderReturn.Company CustomerOrderReturn.BillingProcessLevel CustomerOrderReturn.InvoiceNumber CustomerOrderReturn.Customer CustomerOrderReturn.CustomerOrderReturn CustomerOrderReturn.InventoryLocation Related IPA Process The FSM_ION_CustomerOrderReturnAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Quote? [/INST] Customer Quote This service creates a workunit when a customer quote is added on CustomerOrder. Service CustomerOrderQuoteService Service name Customer Order Quote Alert System Order Entry Criteria BillingCompany, ProcessLevel Work Category None Prerequisites Normal order processing should be done, which includes the existence of a customer order. Initiating event Adding a customer quote on CustomerOrder. Resolution action N/A Variables CustomerOrder.Company CustomerOrder.Company.Name CustomerOrder.Customer CustomerOrder.BillName CustomerOrder.CustomerOrder CustomerOrder.OrderEntryOrderType CustomerOrder.CustomerShipTo CustomerOrder.ShipToName Possible process flow sequence The Order Entry Manager is notified that a customer quote was created. Related IPA Process The FSM_ION_CustomerOrderQuoteAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Order Service? [/INST] Customer Order Service This service creates a work unit when the user or the system Add a Customer Order and release it. Service CustomerOrderService Service name Customer Order Service System Order Entry Criteria FinanceEnterpriseGroup, Company. Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Adding a CustomerOrder. Resolution action N/A Variables CustomerOrder.LocalActionCode CustomerOrder.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp CustomerOrder.LocalAccountingEntity CustomerOrder.LocalCompany _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CustomerOrder. Related IPA Process The FSM_ION_SyncSalesOrder_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Order Entry Backorder? [/INST] Order Entry Backorder This service notifies the Order Entry Manager that a customer order has failed to allocate completely. Service OrderEntryBackOrderService Service name Order Entry Back Order Alert System Order Entry Criteria BillingCompany, ProcessLevel, CompanyCustomer Work Category Order Entry Manager Prerequisites In OrderEntryCustomer form, ‘Backorder Allowed’ flag should be enabled. Initiating event CustomerOrder tried to allocate goods to the Customerorderline but failed. Resolution action N/A Variables CustomerOrderLine.Company CustomerOrderLine.Customer CustomerOrderLine.CustomerShipTo CustomerOrderLine.InventoryLocation CustomerOrderLine.Item CustomerOrder.orderDate WareHouseDemandLine.BackOrderQuantity CustomerOrderLine.CustomerOrder Related IPA Process The FSM_ION_OrderEntryBackOrderAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project? [/INST] Project These services are available in the Project application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Addition? [/INST] Project Addition This service creates a work unit when a project is added or changed on the Finance Enterprise Group Project tab. Service ProjectAdditionService Service name Project Addition System Project Accounting Criteria FinanceEnterpriseGroup Work Category None Prerequisites Initiating event Adding or changing a project on Project. Resolution action N/A Variables Project.FinanceEnterpriseGroup Project.Project Project.DisplayProject Project.Description .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Contract Amount Changes? [/INST] Project Contract Amount Changes This service creates a work unit when Project Contract Amount Changes. Service ProjectContractAmountChangedService Service name Project Contract Amount Changes Workflow System Project Criteria Project, Project Type Work Category Project Administrator Prerequisites Project type = Summary & Contract = Active Initiating event Project Contract Amount is changed for project type = Summary & Contract Active. Resolution action N/A Variables FinanceEnterpriseGroup ProjectContract.ProjectContract ProjectContract.ContractID ProjectContract.ContractAmount ProjectContract.Currency Possible process flow sequence Project Owner is notified with changes in Project Contract Amount from X to Y. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Contract Service? [/INST] Project Contract Service This service creates a work unit when the user or the system Adds or Updates Project Contract. Service ProjectContractService Service name Project Contract Service System Project Criteria FinanceEnterpriseGroup ProjectContract Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add or Update the Project Contract. Resolution action N/A Variables ProjectContract.ActionCode ProjectContract.LocalProject ProjectContract.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the ProjectContract, LocalProject. Related IPA Process The FSM_ION_SyncProjectContract_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Contract Status Changes? [/INST] Project Contract Status Changes This service creates a work unit when Project Contract Status Changes. Service ProjectContractStatusChangedService Service name Project Contract Status Changes Workflow System Project Criteria Project, Project Type Work Category Project Administrator Prerequisites Project type = Summary & Contract = Active Initiating event Project Contract status is changed for project type = Summary & Contract Active. Resolution action N/A Variables FinanceEnterpriseGroup ProjectContract ProjectContract.ContractID ProjectContract.Active Possible process flow sequence Project Owner is notified with changes in Project Contract Status from Active to Inactive and vice versa. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Delete? [/INST] Project Delete This service creates a work unit when a project is deleted on the Finance Enterprise Group Project tab. Service ProjectDeletionService Service name Project Delete System Project Criteria FinanceEnterpriseGroup Work Category None Prerequisites Initiating event Delete a project on Project. Resolution action N/A Variables Project.FinanceEnterpriseGroup Project.Project Project.DisplayProject Project.Description .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Amount Changes? [/INST] Project Funding Amount Changes This service creates a work unit when Project Funding Amount Changes. Service ProjectFundingAmountChangedService Service name Project Funding Amount Changes Workflow System Project Criteria Project, Project Funding Work Category Project Administrator Prerequisites Dimension type = Posting Initiating event Project Funding Amount is changed for Dimension type = Posting. Resolution action N/A Variables FinanceEnterpriseGroup FinanceDimension2 FinanceDimension2.FundingType FinanceDimension2.Amount FinanceDimension2.Currency Possible process flow sequence Project Owner is notified with changes in Project Funding Amount from X to Y. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Date Changes? [/INST] Project Funding Date Changes This service creates a work unit when Project Funding Date Changes. Service ProjectFundingDateRangeService Service name Project Funding Date Changes Workflow System Project Criteria Project, Project Funding Work Category Project Administrator Prerequisites Dimension type = Posting Initiating event Project Funding Begin and or End date is changed for Dimension type =Posting. Resolution action N/A Variables FinanceEnterpriseGroup FinanceDimension2 FinanceDimension2.DateRange.Begin FinanceDimension2.DateRange.End FinanceDimension2.ActionCode FinanceDimension2.FundingType Possible process flow sequence Project Owner is notified with changes in Project Funding Begin date or End date. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Source Changes? [/INST] Project Funding Source Changes This service creates a work unit when Project Funding Source Status Changes. Service ProjectFundingSourceActiveChangeService Service name Project Funding Source Changes Workflow System Project Criteria Project, Project Type, Status Work Category Project Administrator Prerequisites Project type = Summary Initiating event Changes Contract Status Active / Inactive for project type = Summary Resolution action N/A Variables FinanceEnterpriseGroup ProjectFundingSource.PostingProject ProjectFundingSource.Active ProjectFundingSource. PostingProject.ProjectType _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the ProjectContract, LocalProject. Possible process flow sequence Project Owner is notified with changes in Project Contract Status from Active to Inactive or vice versa. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Source Percentage Changes? [/INST] Project Funding Source Percentage Changes This service creates a work unit when Project Funding Source Percentage Changes. Service ProjectPercentChangeService Service name Project Percent Changes Workflow System Project Criteria Project, Project Type, Percent Work Category Project Administrator Prerequisites Project type = Summary & Contract = Active Initiating event Contract Percent is changed for project type = Summary Resolution action N/A Variables ProjectFundingSource.ProjectContract.Project.ProjectType ProjectFundingSource.ProjectContract.Project ProjectFundingSource.ProjectContract ProjectFundingSource.Percent Possible process flow sequence Project Owner is notified with changes in Project Percentage from X% to Y%. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Source Amount Changes? [/INST] Project Funding Source Amount Changes This service creates a work unit when Project Funding Source Amount Changes. Service ProjectFundingSourceAmountChangedService Service name Project Funding Source Amount Changes Workflow System Project Criteria Project, Project Type Work Category Project Administrator Prerequisites Project type = Summary & Contract = Active Initiating event Project funding source Amount is changed for project type = Summary & Contract Active. Resolution action N/A Variables FinanceEnterpriseGroup ProjectFundingSource.PostingProject ProjectFundingSource.FundedAmount ProjectFundingSource.ProjectContract.Currency Possible process flow sequence Project Owner is notified with changes in Project Funding Source Amount from X to Y. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Source Priority Changes? [/INST] Project Funding Source Priority Changes This service creates a work unit when Project Funding Source Priority Changes. Service ProjectFundingSourcePriorityService Service name Project Priority Changes Workflow System Project Criteria Project, Project Type, Priority Work Category Project Administrator Prerequisites Project type = Summary & Contract = Active Initiating event Priority is changed for project type = Summary & Contract Active. Resolution action N/A Variables FinanceEnterpriseGroup ProjectFundingSource.PostingProject ProjectFundingSource PostingProject.ProjectType ProjectFundingSource.Priority Possible process flow sequence Project Owner is notified with changes in Project Priority from X to Y. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Funding Status Changes? [/INST] Project Funding Status Changes This service creates a work unit when Project Funding Status Changes. Service ProjectFundingActiveService Service name Project Funding Changes Workflow System Project Criteria Project, Project Funding Work Category Project Administrator Prerequisites Dimension type = Posting Initiating event Project Funding status is changed for Dimension type = Posting. Resolution action N/A Variables FinanceEnterpriseGroup FinanceDimension2 FinanceDimension2.Active FinanceDimension2.ActionCode Possible process flow sequence Project Owner is notified with changes in Project Funding Status from Active to Inactive and vice versa .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Service? [/INST] Project Service This service creates a work unit when the user or the system Adds, Updates, and Deletes a Project. Service ProjectService Description Project Service System Project Criteria FinanceEnterpriseGroup, Project Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update, and Delete a Project Resolution action N/A Variables ActionCode DerivedParentProject CurrentTimeStamp DerivedParentDisplayProject DerivedParentDescription _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Project and FinanceEnterpriseGroup. Related IPA Process The FSM_ION_SyncProjectMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Status Change? [/INST] Project Status Change This service creates a work unit when Project Status Changes. Service ProjectStatusChangedService Service name Project Status Changes Workflow System Project Criteria Project, Project Type, Status Work Category Project Administrator Prerequisites Project type = Posting Initiating event Changes Status type for project type =posting. Resolution action N/A Variables FinanceEnterpriseGroup Project Project.ProjectType Project.ProjectStatus Possible process flow sequence Project Owner is notified with changes in Status of Project from Active to Inactive or vice versa. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Watch Change? [/INST] Project Watch Change This service creates a work unit when Project Watch Changes. Service ProjectWatchService Service name Project Watch Changes Workflow System Project Criteria Project, Project Type, Watch Work Category Project Administrator Prerequisites Project type = Posting Initiating event Changes Watch for project type =posting. Resolution action N/A Variables FinanceEnterpriseGroup Project Project.Watch Project.ProjectType Possible process flow sequence Project Owner is notified with changes in Project Watch from Active to Inactive or vice versa. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Setup? [/INST] Project Setup These services are available in the Project Setup application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Date Change? [/INST] Project Date Change This service creates a work unit when Project Begin date or End date has changed. Service ProjectDateChangeService Service name ProjectDate Changes Workflow System Project Setup Criteria Project, Project Type, Date Work Category Project Administrator Prerequisites Project type = Posting Initiating event Project Begin and or End date is changed for project type =posting Resolution action N/A Variables FinanceEnterpriseGroup.ActionCode Project Project.ProjectDateRange.BeginDate Project.ProjectDateRange.EndDate Project.LocalActionCode Project.ProjectType Input Data JSON text file includes all fields in the ProjectContract, LocalProject. Possible process flow sequence Project Owner is notified with changes in Project begin date and end date. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order? [/INST] Purchase Order These services are available in the Purchase Order application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Buyer PO Approval? [/INST] Buyer PO Approval This service creates a workunit when a user releases a purchase order. Service BuyerPOApproveService Service name Purchase Order Approval Workflow System Purchase Order Criteria PurchasingCompany Work Category None Prerequisites In addition to the normal Purchase Order Processing, one of these is required: The Purchase Order Approval Type on PurchasingCompany must be set to Approval Required The Purchase Order Approval Type on InventoryLocation must be set to Approval Required The Purchase Order Approval Type on Buyer’s profile must be set to Approval Required Initiating event Releasing a purchase order on PurchaseOrder screen Resolution action When the user Approve/Reject/Unrelease the Purchase Order in Infor Ming.le® , the flow performs the Approve/Reject/Unrelease action for that Purchase Order. Variables PurchaseOrder.Company PurchaseOrder.PurchaseOrder PurchaseOrder.POCode PurchaseOrder.PORelease PurchaseOrder.TotalOrderAmount Buyer.EmailAddress Related IPA Process The FSM_ION_BuyerPOApproveWorkflow process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contact Master PO Service? [/INST] Contact Master PO Service This service creates a work unit when the user or the system Adds, Updates, and Deletes a Buyer. Service ContactMasterPOService Service name Contact Master PO Service System Purchase Order Criteria HROrganization. FinanceEnterpriseGroupRe1. FinanceEnterpriseGroup LocalPurchasingCompany Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Adding, Updating, Deleting a Buyer. Resolution action N/A Variables Buyer.ActionCode Buyer.VariationId Buyer.ProcurementGroup.BusinessGroup.FinanceEnterpriseGroup Buyer.Procurement.Group.Currency _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Buyer, Buyer.UseForMiling, Buyer.UseForWorkPhone, Buyer.UseForWorkEMail. Related IPA Process The FSM_ION_SyncContactMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contract Service? [/INST] Contract Service This service creates a work unit when the user or the system Adds a Contract and Releases it. Service ContractService Service name Contract Service System Purchase Order Criteria FinanceEnterpriseGroup Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Adds a Contract and Releases it Resolution action N/A Variables Contract.PrmCompany Contract Contract.ContractGroup Contract.Description Contract.Vendor Contract.PrmPurchaseFromLocation Contract.MaximumAmount Contract.AmountOrdered Contract.AmountRemaining Contract.NotificationPercent _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncContract_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inspect Delivery Service? [/INST] Inspect Delivery Service This service creates a work unit when the user or the system Adds PurchaseOrder with Inspection Required and Release. Service InspectDeliveryService Service name Inspect Delivery Service System Purchase Order Criteria FinanceEnterpriseGroup Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add PurchaseOrder with Inspection Required and Release. Resolution action N/A Variables POReceiptAdjustmentAndInspectionLine. ActionCode POReceiptAdjustmentAndInspectionLine AcceptedQuantity POReceiptAdjustmentAndInspectionLine. Company.BusinessGroup. FinanceEnterpriseGroup POReceiptAdjustmentAndInspectionLine Company.GeneralLedgerCompany. AccountingEntity _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncInspectDelivery_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inspection Required? [/INST] Inspection Required This service creates a workunit when the purchase order receipt is released on Purchase Order Receipt or Receipt Interface. Service InspectionReqService Service name Inspection Required for Items System Purchase Order Criteria PurchasingCompany, InventoryLocation Work Category None Prerequisites Normal purchase order processing, which includes setting the Inspection Required flag on Item Location, PurchaseOrderLine, or Purchase Order Receipt Line (PurchaseOrderReceipt) Initiating event Releasing the Purchase Order Receipt or Receipt Interface. Resolution action Notification Variables PurchaseOrderReceipt.Company PurchaseOrderReceipt.PurchaseOrderReceipt PurchaseOrderReceipt.PurchaseOrder PurchaseOrder.PORelease PurchaseOrder.POCode PurchaseOrderReceipt.ShipToLocation PurchaseOrderReceipt.PurchaseOrderReceipt Line PurchaseOrderReceipt.Item PurchaseOrderReceipt.Description PurchaseOrderReceipt.OriginalReceivedQuantity PurchaseOrderReceipt.EnteredReceivedQuantity PurchaseOrderReceipt.Buyer.EmailAddress Possible process flow sequence The Receiving Inspector is notified that a shipment needs inspection. Related IPA Process The FSM_ION_InspectionReqAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Inspection Item Rejected? [/INST] Inspection Item Rejected This service creates a workunit when an item on Inspection is rejected on Purchase Order Receipt Inspection. Service InspectionRejService Service name Inspection Item Rejected Alert System Purchase Order Criteria PurchasingCompany, InventoryLocation Work Category None Prerequisites Normal purchase order processing, which includes setting the Inspection Required flag on Item Location or PurchaseOrderLine or Purchase Order Receipt Line (PurchaseOrderReceipt). Initiating event Rejecting an item on Inspection Accept or Reject Purchase Order Receipt Inspection. Resolution action Notification Variables POReceiptAdjustmentAndInspection.Company POReceiptAdjustmentAndInspection.PurchaseOrder PurchaseOrderReceipt.PORelease PurchaseOrderReceipt.POCode PurchaseOrderReceiptLine.VendorReturn POReceiptAdjustmentAndInspection.ReceivingLocation PurchaseOrderReceiptLineItem PurchaseOrderReceiptLine.PurchaseOrderLine.Description POReceiptAdjustmentAndInspection.Quantity PurchaseOrderReceipt.Buyer Possible process flow sequence The Buyer is notified that a received item was rejected. Related IPA Process The FSM_ION_InspectionItemRejectedAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Person Service? [/INST] Person Service This service creates a work unit when the user or the system adds, updates, and deletes a buyer. Service PersonService Description Person Service System Purchase Order Criteria HROrganization, FinanceEnterpriseGroup, LocalPurchasingCompany Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update or Delete Buyer Resolution action N/A Variables Buyer.ActionCode Buyer.VariationId Buyer.ProcurementGroup.BusinessGroup. FinanceEnterpriseGroup Buyer.Procurement.Group.Currency _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Buyer Buyer.UseForMiling, Buyer.UseForWorkPhone, Buyer.UseForWorkEMail. Related IPA Process The FSM_ION_SyncPerson_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about PO Contract Notify? [/INST] PO Contract Notify This service creates a workunit when a Purchase Order is released in Purchase Order Entry, Purchase Order Interface, PO Interface, and Purchase Order Interface from Other Systems. Service POContractService Service name PO Contract Notify System Purchase Order Criteria ProcurementGroup, Vendor Agreement Reference in Contract Business Class Work Category Procurement Group Prerequisites A contract must be created. There must be a notification percent and a lifetime maximum amount on the contract. Initiating event Releasing a Purchase Order in PurchaseOrder, Purchase Order Interface, or Purchase Order Interface from Other Systems Resolution action Notification Special considerations If more than one buyer message exists, all messages must be released. Variables Contract.Company Contract.Contract Contract.ContactGroup Contract.VendorAgreementReference Contract.Description Contract.Vendor Contract.PurchaseFromLocation Contract.MaximumAmount Contract.OrderedAmount Contract.AmountRemaining Contract.NotificationPercent Possible process flow sequence The user is notified when the amount ordered on the Contract divided by the Contract maximum amount equals or exceeds the percent entered in the Notification Percent field under the Purchase Type Information tab on Contract. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order Overshipment Message Cleared? [/INST] Purchase Order Overshipment Message Cleared This service creates a workunit when Purchase Order Over Shipment Buyer Message is released on Purchase Order Buyer Message. Service OvershipClearedService Service name PO OverShipment Message Cleared System Purchase Order Criteria PurchasingCompany, InventoryLocation Work Category None Prerequisites Purchase order processing is required. Initiating event Releasing a buyer message on Purchase Order Buyer Message. Resolution action Notification Special considerations If more than one buyer message exists, all messages must be released. Variables PurchaseOrderBuyerMessage.Company PurchaseOrderBuyerMessage.PurchaseOrderReceipt PurchaseOrderBuyerMessage.PurchaseOrder PurchaseOrder.PORelease PurchaseOrder.POCode PurchaseOrderBuyerMessage.ShipToLocation PurchaseOrderBuyerMessage.DocumentNumber Numeric Possible process flow sequence The receiving clerk is notified that the Buyer approved an overshipment. Related IPA Process The FSM_ION_POOverShipClearedAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order Over Shipment Message Exists? [/INST] Purchase Order Over Shipment Message Exists This service creates a workunit when a buyer message is created by reporting excess goods on Purchase Order Receipt or Receipt Interface. Service OverShipExistsService Service name PO Over Shipment Message Exists System Purchase Order Criteria PurchasingCompany Work Category Buyer Data string = [buyer] Prerequisites Messaging must be set on the Purchasing Company Setup (on the Receiving And Return page, ‘Disable Overshipment Messages’ field must be cleared). Initiating event Creating a buyer message by reporting excess goods on Purchase Order Receipt or Receipt Interface. Resolution action Notification Variables PurchaseOrderBuyerMessage.Company PurchaseOrderBuyerMessage.PurchaseOrderReceipt PurchaseOrderBuyerMessage.PurchaseOrder PurchaseOrder.PORelease PurchaseOrder.POCode PurchaseOrderBuyerMessage.ShipToLocation PurchaseOrderBuyerMessage.DocumentNumberNumeric Possible process flow sequence The Buyer is notified that more goods were received than were ordered. The Buyer message tab is enabled on the Purchase Order Receipt Line. Related IPA Process The FSM_ION_POOverShipExistsAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Card Charge Dispute? [/INST] Procurement Card Charge Dispute This service notifies the user that a Charge action was performed and a line status changed to Disputed. Service ChargeDisputeService Service name Procurement Card Charge Dispute Alert System Purchase Order Criteria ProcurementCardProgram Work Category Active Employee Prerequisites None Initiating event Card status changed from Released to Disputed. Resolution action N/A Variables ProcurementCardStatementTransaction.Company ProcurementCardStatementTransaction.ProcurementCardProgram ProcurementCardStatementTransaction.ProcurementCardNumber ProcurementCardStatementTransaction.Merchant ProcurementCardStatementTransaction.ProcurementCardUser ProcurementCardStatementTransaction.CardUserName ProcurementCardStatementTransaction.TransactionNumber ProcurementCardStatementTransaction.ProcurementCardStatement ProcurementCardStatementTransaction.TransactionDate ProcurementCardStatementTransaction.ItemCharge Related IPA Process The FSM_ION_PcardChargeDisputeAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Card Charge Rejected? [/INST] Procurement Card Charge Rejected This service notifies the procurement card holder that a charge was rejected by the administrator. Service ChargeRejectedService Service name Procurement Card Charge Rejected Alert System Purchase Order Criteria ProcurementCardProgram, ProcurementCardNumber Work Category Procurement Card User Prerequisites None Initiating event Line change action with new status=Rejected. Resolution action N/A Variables ProcurementCardStatementTransaction.Company ProcurementCardStatementTransaction.ProcurementCardProgram ProcurementCardStatementTransaction.ProcurementCardNumber ProcurementCardStatementTransaction.Merchant ProcurementCardStatementTransaction.ProcurementCardUser ProcurementCardStatementTransaction.CardUserName ProcurementCardStatementTransaction.TransactionNumber ProcurementCardStatementTransaction.ProcurementCardStatement ProcurementCardStatementTransaction.TransactionDate ProcurementCardStatementTransaction.ItemCharge Related IPA Process The FSM_ION_PcardChargeRejectedAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Card Charge Released? [/INST] Procurement Card Charge Released This service notifies the cardholder through email that the procurement card charges have been released and are ready for approval by the cardholder. Only one email is created for all the charges made from the credit card. Service ChargeReleasedService Service name Procurement Card Charge Released Service System Purchase Order Criteria ProcurementCardProgram, ProcurementCardNumber Work Category None Prerequisites Procurement card setup is complete Initiating event When charge records are set to "released" status on ProcurementCardInvoiceAndRelease, with update Option as ‘Update Run’ and the Procurement Card program is set up for manual approvals. Resolution action N/A Variables ProcurementCardStatementTransaction.Company ProcurementCardStatementTransaction.ProcurementCardProgram ProcurementCardStatementTransaction.ProcurementCardNumber ProcurementCardStatementTransaction.Merchant ProcurementCardStatementTransaction.ProcurementCardUser ProcurementCardStatementTransaction.CardUserName ProcurementCardStatementTransaction.TransactionNumber ProcurementCardStatementTransaction.ProcurementCardStatement ProcurementCardStatementTransaction.TransactionDate ProcurementCardStatementTransaction.ItemCharge Related IPA Process The FSM_ION_PcardChargeReleasedAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Card Rejection? [/INST] Procurement Card Rejection This service notifies the procurement card user that his or her card has been rejected. Service ProcurementCardRejectService Service name Procurement Card Reject Alert System Purchase Order Criteria ProcurementCardProgram Work Category Active Employee Prerequisites None Initiating event Card status changed from Unapproved to Rejected. Resolution action N/A Variables ProcurementCardProgramCompany.Company ProcurementCardRequest.ProcurementCardProgram ProcurementCardRequest.ProcurementCardNumber ProcurementCardRequest.ProcurementCardUser ProcurementCardRequest.CardUsername ProcurementCardRequest.ProxyEmailAddress Related IPA Process The FSM_ION_ProcurementCardRejectAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Card Request? [/INST] Procurement Card Request This service notifies the Procurement card Request has been released. Service ProcurementCardRequestService Service name Procurement Card Request Alert System Purchase Order Criteria ProcurementCardProgram Work Category Approve Card Request Prerequisites None Initiating event New card request released. Resolution action N/A Variables ProcurementCardProgramCompany.Company ProcurementCardRequest.ProcurementCardProgram ProcurementCardRequest.ProcurementCardNumber ProcurementCardRequest.ProcurementCardUser ProcurementCardRequest.CardUsername ProcurementCardRequest.EmailAddress ProcurementCardRequest.ProxyEmailAddress Related IPA Process The FSM_ION_ProcurementCardRequestAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Procurement Group Service? [/INST] Procurement Group Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a procurement group. Service ProcurementGroup Service Service name Procurement Group Service System Purchase Order Criteria FinanceEnterpriseGroup Work Category Approve Card Request Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Adding, updating, or deleting a procurement group. Resolution action N/A Variables ActionCode FinanceEnterpriseGroup CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the ProcurementGroup tables. Related IPA Process The FSM_ION_SyncCodeDefinitin_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Project Budget Exceeded? [/INST] Project Budget Exceeded This service creates a workunit when a requisition or purchase order is created with an activity assigned that exceeds the Open Purchase limit on Purchase Order. Service BudegeExceedsService Service name Budget Exceeds Alert System PurchaseOrder/Requisition Criteria PurchasingCompany, InventoryLocation Work Category None Prerequisites Normal purchase order or requisition processing. Initiating event Creating a requisition or purchase order with an activity assigned that exceeds the Open Purchase Limit on Purchase Order. Resolution action Notification Variables PurchaseOrderLine.Activity PurchaseOrderLine.Comapny PurchaseOrder.POCode PurchaseOrder.PORelease PurchaseOrder.PONumber PurchaseOrderLine.Item PurchaseOrderLine.Description PurchaseOrderLine.Quantity PurchaseOrderLine.EnteredBuyUOM PurchaseOrderLine.EnteredUnitCost Possible process flow sequence The Activity owner is notified when the assignment of an activity to a requisition line or purchase order line causes a potential over Purchase Limit situation. Related IPA Process The FSM_ION_BudegeExceedsAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order Service? [/INST] Purchase Order Service This service creates a work unit when the Financials & Supply Management user or the systems adds, updates, or cancels a PurchaseOrder. Service PurchaseOrderService Service name Purchase Order Service System Purchase Order Criteria FinanceEnterpriseGroup, Company, AccountingEntity Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, or Cancel PurchaseOrder Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Cancel) Accountingentity CurrentTimeStamp LawsonCompany VendorGroup _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncPurchaseOrder_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order Receipt Service? [/INST] Purchase Order Receipt Service This service creates a work unit when the Financials & Supply Management user or the systems add a PurchaseOrderReceipt. Service PurchaseOrderReceiptService Service name Receive Delivery Service System Purchase Order Criteria FinanceEnterpriseGroup, Company, AccountingEntity Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add a PurchaseOrderReceipt Resolution action N/A Variables ActionCode U (Update) AccountingEntity CurrentTimeStamp LawsonCompany POBlanketOrStandingAgreement PurchaseOrderreceipt _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the PurchaseOrder, PurchaseOrderReceipt tables. Related IPA Process The FSM_ION_SyncPurchaseOrder_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier RMA Service? [/INST] Supplier RMA Service This service creates a work unit when the user or the systems Creates a Vendor return from the purchaseOrder then Authorizes, Ships, and Runs PrintVendorRMA Batch job for that record. Service SupplierRMAService Service name Supplier RMA Service System Purchase Order Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add Vendor return from PurchaseOrder then Authorize, ship, and run PrintVendorRMA Batch job for that record. Resolution action N/A Variables VendorReturn.ActionCode VendorReturn.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp VendorReturn.Vendor.VendorGroup VendorReturn.Company.BusinessGroup. FinanceEnterpriseGroup VendorReturn.Company. GeneralLedgerCompany.AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the VendorReturn. Related IPA Process The FSM_ION_SyncSupplierRMA_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier Validation? [/INST] Supplier Validation This service creates a work unit when supplier validation is requested. Service SupplierAppr Service name Supplier Approval System Procurement Criteria Supplier Group, Created By Buyer Work Category None Prerequisites Supplier created or updated, supplier group requires validation Initiating event Requesting validation for supplier Resolution action Supplier is approved or rejected Variables Admin Email Address, Name, Supplier, Supplier Group, Supplier Name .</s>

<s>[INST] In the context of INFOR Docs, tell me about Vendor Return Service? [/INST] Vendor Return Service This service creates a work unit when the Financials & Supply Management user or the systems creates a vendor return. Service VendorReturnService Service name Vendor Return Service System Purchase Order Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites Stock, shipment record must be available Initiating event On Doing return from Vendor Return Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) AccountingEntity FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the VendorReturn and Vendor tables. Related IPA Process The FSM_ION_ProcessVendorReturn_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requisition? [/INST] Requisition These are the services available in the Requisition application. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contact Master RQ Service? [/INST] Contact Master RQ Service This service creates a work unit when the user or the system Adds, Updates, and Deletes a Requester. Service ContactMasterRQService Service name Contact Master RQ Service System Requisition Criteria Company, Business, FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group Initiating event Add a Requester Resolution action N/A Variables Requester.ActionCode Requester.Company.BusinessGroup.FinanceEnterpriseGroup Requester.Company.GeneralLedgerCompany.AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Requester, Requester.UseForMiiling, Requester.UseForWorkPhone, Requester.UseForWorkMail Related IPA Process The FSM_ION_SyncContactMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requesting Location Service? [/INST] Requesting Location Service This service creates a work unit when the Financials & Supply Management user or the systems adds, or deletes an RequestingLocation. Service RequestingLocationServicee Service name Requesting Location Service System Requisition Criteria FinanceEnterpriseGroup, Vendor Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add or Delete an RequestingLocation at Vendor. Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) OutputBODCurrentTimeStamp FinanceEnterpriseGroup AccountingEntity GeneralLedgerCompany _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the RequestingLocation table. Related IPA Process The FSM_ION_RequestingLocation_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requisition Approval? [/INST] Requisition Approval This service creates a workunit when a requisition is released. Service RequisitionApproval Service name Requisition Approval System Requisitions Criteria Company RequestingLocation Work Category Data string = [requesting location] Prerequisites Normal requisition processing is required Initiating event Releasing a requisition Resolution action When the user Approve, Rejects, or Unreleases the Requisition, the flow performs the Approve, Reject, Unrelease action for that Requisition Variables Requisition.Company Company.Name Requisition.Requisition Requisition.ApprovalValue Requisition.Requester Requisition.Status Related IPA Process The RequisitionApproval process file is delivered with Financials and Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requisition Return Service? [/INST] Requisition Return Service This service creates a work unit when the Financials & Supply Management user or the systems creates Return from RequisitionLine. Service RequisitionReturnService Service name Requisition Return Service System Requisitions Criteria FinanceEnterpriseGroup, Company Prerequisites Stock must be available in Shipment with status released Initiating event Add a line in Requisition line With reference to Shipment Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) AccountingEntity FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Requisition and RequisitionLine tables. Related IPA Process The FSM_ION_SyncRequisitionReturn_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Requisition Service? [/INST] Requisition Service This service creates a work unit when the user or the system Adds Requisition and Releases it. Service RequisitionService Service name Requisition Service System Requisitions Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add Requisition and release it. Resolution action N/A Variables Requisition.LocalActionCode Requisition.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp Requisition.LocalAccountingEntity Requisition.Company _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Requisition. Related IPA Process The FSM_ION_Requisiton_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Strategic Sourcing? [/INST] Strategic Sourcing These services are available in the Strategic Sourcing application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Sourcing Event Approval? [/INST] Sourcing Event Approval This service creates a work unit when an Event is released. Service SEventApproval Service name Sourcing Event Approval System Strategic Sourcing Criteria Company Work Category None Prerequisites Setting the Event Approval Required or Amendment Approval Required flags to true in Sourcing Company. Initiating event Release of a Sourcing Event Resolution action Sourcing Event set to Open or Pending Open Variables None .</s>

<s>[INST] In the context of INFOR Docs, tell me about Sourcing Event Award Approval? [/INST] Sourcing Event Award Approval This service creates a work unit when Final Award is performed during the Sourcing Event award process. Service SAwardApproval Service name Sourcing Event Award Approval System Strategic Sourcing Criteria Company Work Category None Prerequisites Setting the Award Approval Required flag to true in Sourcing Company Initiating event Final Award of a Sourcing Event or Event Line Resolution action Sourcing Event Line set to perform Create Output for award Variables Company, Name, SourcingEvent, SourcingEventLine .</s>

<s>[INST] In the context of INFOR Docs, tell me about Tax? [/INST] Tax These services are available in the Tax application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Tax Report Service? [/INST] Tax Report Service This service creates a work unit when the Financials & Supply Management user or the system runs the batch job Value Added Tax Return Report. Service TaxReportService Service name Tax Report Service System Tax Criteria FinanceEnterpriseGroup, TaxEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Run "Value Added Tax Return Report" batch job. Resolution action N/A Variables TaxEntity.ActionCode TaxEntity TaxEntity.TaxPeriod TaxEntity.TaxYear TaxEntity.VatReportID TaxEntity.CurrencyCode _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Requisition. Related IPA Process The FSM_ION_SyncLCLTaxReport_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Tax Entity? [/INST] Tax Entity These services are available in the Tax Entity application: .</s>