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M3 Business Engine
Quick Links
Financial Management M3 Planning Tools
Financial Controlling Manufacturing
Country Versions Procurement
Application Foundation Maintenance Management
Sales Management Maintenance Order Management
Supply Chain Execution Rental Management
Supply Chain Planning Service Management
Quality Management Equipment Quotation Management
Limitations:
In Packaging.Open (MWS423) it is possible to connect
transportation package material. This has no impact on
the calculation of the charge.
Catch weight has no impact on the charge calculation.
For serialized equipment it will not be possible to use eco-
contribution based on product package weight (item
package) if the item has different weight depending on
serial number. Since each serial number can have a
different setup it is not possible to calculate the package
weight based on the information in Item.Open (MMS001).
Charges with calculation method 7- 'Factor (gross weight
net weight' are not calculated for RTM.
If one product is connected to two product package
materials (item package) that need to be charged and the
eco-contribution functionality is used the product code
must belong to different eco-organizations.
Limitations:
Limitations: No.
Implemented changes:
Update of internal charges (information type
68) in eco-contribution table.
Limitations: No.
Limitations: No.
TAX 8361 New VAT Control Object for 'Customs Statistical Number' TXS020
ARL 8140 F17 Mass Deletion of Remittances for SEPA Direct Debiting ARS350
APL 8468 AP Payment Method and Country Codes CRS071 and CRS045
APL/ARL 8469 Bank Accounts and Bank Account Indicators CRS692 and CRS072
APL 8475 End-to-end ID and Instruction ID for Accounts Payable (CRS485) CRS485
ABS900
Current record number and the total record number
(i.e. 1 / 3) of the additional information is displayed
(ABS102/B)
Electronic formats for Accounts Payable CZ electronic formats Electronic formats for Accounts Receivable
The below new formats are added as they were missing in
SE electronic formats (CRS695) as not required for the 'Financial Business SEPA related format
The below new formats exclude the hardcoded Messages (FBM). The below new format is requested to handle messages
functionality related to check digit methods being used for - CZ-CDUZF Foreign Supplier Payments CSOB (CZ)' for SEPA-DD using payment class 4.
the old setup in 'Bank Account.Open (CRS692). Only the - CZ-CITIDF 'Foreign Supplier Pmt CitiBank Dir (CZ)' - SEPA-DD 'SEPA Direct Debiting - Advanced Drafts'
description differs from the formats that are used for the - CZ-CITIDL Local Supplier Pmt CitiBank Dir (CZ)'
'Financial Business Messages (FBM). - CZ-GEMIF 'Foreign Supplier Payments GEMINI (CZ)' DK electronic format
- SE-BGL-GM 'BankGiro, domestic - Global electr msg' - CZ-GEMIL 'Local Supplier Payments GEMINI (CZ)' The below new format is added as it was missing in
- SE-BGF-GM 'BankGiro, foreign - Global electr msg' - CZ-MULTIF 'Foreign Supplier Pmt MultiCash (CZ)' (CRS695) as not required for the 'Financial Business
- SE-PGL-GM 'PlusGiro, domestic - Global electr msg' - CZ-MULTIL 'Local Supplier Pmt MultiCash (CZ)' Messages' (FBM).
- SE-PGF-GM 'PlusGiro, foreign - Global electr msg' - DK-PBSLS 'Direct Debiting PBSLS (DK)'
PL electronic formats
SEPA related format The below new formats are added as they were missing in FR electronic format
The below new format is requested to handle messages (CRS695) as not required for the 'Financial Business The below new format is added as it was missing in
(using format pain.001.001.03) that includes SEPA Messages (FBM). (CRS695) as not required for the 'Financial Business
payments as well as other payment according to ISO - PL-PLA Foreign Bank Transfer PLA (PL)' Messages' (FBM).
20022. - PL-PLI Domestic Bank Transfer PLI (PL)' - FR-ETEBPR 'Bank remittance ETEBPR - Direct Debiting
- SEPA-CTMIX 'SEPA Credit Transfer - Mixed (ISO (FR)'
20022)' SK electronic formats
The below new formats are added as they were missing in
(CRS695) as not required for the 'Financial Business
Messages (FBM).
- SK-MT100 Foreign Supplier Payments MT100 (SK)'
- SK-SLSPF 'Foreign Payments Giro SLSPF (SK)'
- SK-VUBF Foreign Supplier Payments VUBF (SK)
Copyright 2012. Infor. All Rights Reserved. www.infor.com 22
8468
APL AP Payment Method and Country Codes
Problem Solution Benefit
A new concept is introduced to set a A new parameter is added to 'Country This will help standardizing the
Global Configuration for Electronic code. Open' (CRS045) and several message configuration across all
messages in order to set a standard for new fields are added to 'AP Payment countries, moving away from the
basic data to avoid Country and / or method' (CRS071) in order to support variation associated with country-
format specific solutions in the BOD 'Global Electronic Messages'. specific configurations.
mappings for version M3 13.4
CRS045
CRS071
Field
control Copyright 2012. Infor. All Rights Reserved. www.infor.com 24
8469
APL Bank Accounts and Bank Account Indicators
Default values and
field controls set in New panel K and
CRS072 fields shown in
CRS692
Limitations:
CRS071 The payment information cannot be
displayed by any M3 but can be retrieved
using MI-program APS130MI transaction
'LstPayByDoc' with input field TAGG =
blank.
For further information regarding the
functionality of 'Manage Fields in MI
Strings' (CRS485), please refer to NCR
6478.
CRS485/B
CRS485/E
CRS485
Limitations:
The object is available for VAT exception
types 2-External sales and 4-Internal
CMS017 sales.
The field CSNO is 16 positions long but
the object fields in (TXS020) are only 15
positions long. Hence only the first 15
positions of the customer statistical
number will be considered when
retrieving a replacing VAT code.
TXS020
CRS078
Limitations:
Minimal reverse time frame for SEPA
Direct Debiting is not considered. It is up
to the user to decide whether the
remittance can be removed or not.
GLR 8080 Audit List Print changes (M3 13.3 correction/enhancement) GLS505
APL 8172 Non-deductible VAT handling with Simplified AP Invoice Accounting APS112 and GLS015
MUC 8213 Currency Gains/Losses when Inter-Division invoicing of Customer Orders MFS100
FAS 8363 Fixed Asset Accounting for Bulk Items (Rental Companies) MMS001//PPS095/PPS300/FAS001 and MMS270
TAX 8477 Fiscal Representation support added for Country of Departure CRS065/TXS030
FIN
FIN
Limitation:
Simplifed Invoice Re-coding with APS112 can only be used for clearing account lines Copyright 2012. Infor. All Rights Reserved. www.infor.com 35
8172
Invoice entered into M3 Clearing Re-coded to cost lines in APS112 Cost B is partially deductible to VAT at 50%
Limitation:
Simplifed Invoice Re-coding with APS112 can only be used for clearing account lines
Copyright 2012. Infor. All Rights Reserved. www.infor.com 38
8172
FIN
Currency Gains/Losses and Invoicing
Customer Order with MUC = 2
Requirement To reflect exchange rate changes between M3 Divisions
Customer
Delivery
C of Division S
Inter-division accounting for Customer Orders when
MUC=2 should reflect exchange rate changes between
delivery and invoicing
Solution Internal accounting now uses saved Exchange Rates:
Invoice MFS001 Transfer Price rules unchanged
Order MFS010 Internal Accounting rule unchanged
Delivered by X Benefit
Exchange rate changes accounted for correctly
Between delivery and external invoice
Division
E10 MUC=2 S M3 Division
E20 Between delivery and inter-division invoice
Customer Enhancement Request
Amount Amount
Accounting event Accounting type oreign
F Recorded Recorded
(Dr) (Cr) Exchange
Accounting event Accounting type currency Currency amount amount
rate
amount (Dr) (Cr)
OI20 (Invoicing - CO) 951 (Delivered/non invoiced) -63,00
MF01 (Internal invoicing) 100 (Accounts receivable) 9,00 EUR 7,600000 68,40
OI20 (Invoicing - CO) 971 (Cost of goods sold) 63,00
600 (Claim against receiving
MF01 (Internal invoicing) 9,00 EUR 7,000000 -63,00
facility)
OI20 (Invoicing - CO) 620 (Internal revenue) -63,00 MF01 (Internal invoicing) 301 (Realized exchange gains) 1,00 -5,40
FIN
FIN
Accounting Reclassification
MMS235 - Inventory
NOTE:
Normal process for invoice matching has to be performed to activate the fixed assets record in Fixed assets. Open - FAS001.
Re-classified as a Fixed A stocked item can also be reclassified from Lot/serial number:
Asset Open/connect to item MMS235 via related option 48 Move to fixed assets.
When the item has been moved to fixed assets via MMS235 the Internal Account Entry. Create - CAS950 has to be run.
An application message can be sent to the Fixed Asset Owner
When CAS950 has been completed, a fixed assets type can be connected to the fixed assets record in Fixed assets. Open -
FAS001.
NOTE:
Bulk items can be sold via customer order and fixed assets will be updated automatically upon delivery.
When selling a bulk item that has a record in Fixed assets. Open - FAS001 a new FAS001 record will be created for the remaining
part of the lot quantity. The new sub number will be updated in Lot/Serial number. Open/Connect to item MMS235.
FIN
Fiscal Representation is Extended
Triangulation and Base Country The M3 Division is the Supplier of Goods
Buyer/Customer
Delivery
A in country A Requirement To support non-simplified Triangulation:
Under the rules for VAT and Triangulation it is allowed
to register for VAT in the Country from where goods are
Delivered by being delivered
X in country B Solution Extend the current Fiscal Representive solution:
Order
TXS030 Fiscal Representative rule extended
B Supplier
CRS065 Fiscal Representative rule(s) added
Order
C in country C
Benefit
Triangulation Rules for VAT fully supported:
Customer Orders VAT and Intrastat
Distribution Orders VAT
Delivery Terms - Tax Point and Fiscal Representative
A VAT registered in this to Country
Or. Limitations:
Triangulation rules apply for M3 Divisions with Tax Method = VAT(MNS100/G)
B VAT registered in this from Country Intrastat and triangulation rules supported for M3 Customer Orders
Copyright 2012. Infor. All Rights Reserved. www.infor.com 59
8477
Distribution order from SE to DE 1 1 Yes Yes 1 SE SE Fiscal rep Fiscal rep SE SE Fiscal rep Fiscal rep
Distribution order from SE to DE 1 1 Yes Yes 2 SE SE Fiscal rep Fiscal rep SE SE Fiscal rep Fiscal rep
Distribution order from SE to DE 1 1 N/A N/A 3 N/A N/A N/A N/A N/A N/A N/A N/A
Distribution order from DE to SE 1 2 Yes Yes 1 DE DE Fiscal rep Fiscal rep DE DE Fiscal rep Fiscal rep
Distribution order from DE to SE 1 2 Yes No 2 DE DE Fiscal rep Warehouse DE DE Fiscal rep Warehouse
Distribution order from DE to SE 1 2 N/A N/A 3 DE DE Warehouse Warehouse DE DE Warehouse Warehouse
Distribution order from DE to SE 3 2 Yes Yes 1 SE SE Fiscal rep Fiscal rep SE SE Fiscal rep Fiscal rep
Distribution order from DE to SE 3 2 Yes No 2 DE DE Fiscal rep Warehouse SE SE Fiscal rep Warehouse
Distribution order from DE to SE 3 2 N/A N/A 3 DE SE Warehouse Warehouse GB SE Warehouse Warehouse
Distribution order from GB to GB 3 2 No No 1 GB GB Warehouse Warehouse GB GB Warehouse Warehouse
Distribution order from GB to GB 3 2 No No 2 GB GB Warehouse Warehouse GB GB Warehouse Warehouse
Arrival country (To Country) Domestic External Invoice, from Fiscal Representative to Customer
The fiscal representative replaces Selling Division to issue invoice as domestic
The fiscal representative replaces Customer and receive intrastat transaction from Delivering
Warehouse or Supplier.
Departure country (From Country) Domestic Internal Invoice, from Warehouse to Fiscal Representative
The fiscal representative replaces delivering warehouse country; internal invoice is domestic.
The fiscal representative replaces delivering warehouse and receive intrastat transaction from
delivering warehouse or supplier.
Create a call to FAS180 in the same way as its done in GLS120 when
called from APS100
Copyright 2012. Infor. All Rights Reserved. www.infor.com 64
8170
*All Authorization of Supplier Invoices - accruals
Problem Solution Benefit
Some invoices have costs that need to Added connection for account Faster way to enter information for
distributed over several periods. This is classified as part of the periodic routine periodic routines
done in the periodic routine in GL. This
connection has been missing in
APS112
Settings
A new parameter CAS 900
068 User internal transfer price for WIP MO
if activated cost price can be retrieved using the
logic for intercompany pricing
APL 8017 Due date and Payment Term at invoice entry APBR01
COM 8364 Changes required for Nfe January 1st 2016 CRBR04, CRBR07, CRBR01
APL 8371 Invoice Nfe xml format entry for AP invoices APBR50, APBR53
Limitations: No.
Limitations: No
Limitations: No
Limitations: No.
MFPT01 as Series
Numbers management
function:
Replaces CRS165 and
MFS165; mandatory.
Permits over lapping of
numbers per Series ID.
Not set per fiscal year.
Automatic jump to next
Series ID when closed;
no need to update Order
Types and FAM functions.
Customers
Uniqueness control of NIF
(VAT registration
number).
Not possible to change it.
Special handling of NIF
999999990 (private
person) where name
cannot be changed.
Chronological Delivery
number
Dispatch Policy MWS010
Series ID (from MFPT01)
Transaction Reason as
Document Type.
Traceability of signatures
Invoice signature
ARS205
Delivery signature
MWS260
Transportation Document
Number.
MWS260
SAFT-PT
Encoding
Windows-1252
Certificate number, Product
ID and Product Version.
Invoices and Deliveries.
Reference to Customer
Order or Delivery
document.
Exemption text.
8292 New report layouts for domestic reversed charges APIT70, CRIT60
.
In VAT Code. Open (CRS030), a new
alternative 8 (Split payment) has been
introduced for parameter Type of VAT
exemption for Combined VAT. Then the VAT
amount is printed on the invoices but not
added to the net amount.
The program VAT Exception. Open
(TXS020) can be used to add a VAT
exemption text that will be printed on the
invoices.
Summary VAT Register. Print (CRIT60) and
the detailed and summarized section of
Sales VAT Register. Print (ARIT70) have
been changed to display VAT on sales.
Limitations:
Limitations:
CVIN 8048 Excise Tax Handling (M3 13.3 via R&S) Various including AHR
CVMY 8097 Sales and Purchase Book for GST Reporting in Malaysia (M313.3 R&S) Various including AHR
CVUS 8103 M3 Sales Tax for Supplier Invoices combined with Vertex for Customer Invoicing MNS100
CVIN 8185 Tariff Code available as a control object for Order Line Charges (M3 13.3 R&S) CRS275
CVUS 8216 Handling of Supplier Tax charge when Invoice Matching APS360
CVUS 8311 Vertex settings moved to Business Engine (from Foundation Properties) CRS794
CVUS 8422 Performance improvement for OIS100MI for a US Vertex Division GetHead and GetOrderValue
CVUS 8488 APIs for upload of Sales Tax Rates to M3 Tables CRS137 and CRS138
CVUS 8725 Vertex O-Series Version 7 now supported by the M3 Interface to Vertex CRS793/CRS794
COV
COV
Limitation(s):
Report Templates are only delivered for the Ad Hoc Reporting (AHR) Module
LstVATUserDef must be defined in VAT reporting.ConnectMITransaction (TXS001)
Copyright 2012. Infor. All Rights Reserved. www.infor.com 94
8097
Sales and Purchase Book for GST Reporting
User defined sorting keys and objects in TXS005
User defined columns to be used in view definitions
COV
Limitation(s):
The two existing methods are combined but no new functionality is added
Copyright 2012. Infor. All Rights Reserved. www.infor.com 96
8103
Background The ability to use Vertex Sales tax on customer invoices and M3 Sales tax on supplier invoices has been required to
remove the current limitation that M3 does not allow the two alternative Sales Tax calculation methods to be used in
the same division.
Fields used by both M3 Sales Tax and the M3 Interface to Vertex are now displayed when Tax method=5.
Additionally, a new check has been introduced: if browsing for a geographical code in:
MNS100 M3 Company. Connect Division and
MMS005 - 'Warehouse. Open'
Vertex is called to find the Geocode, but an extra validation is now made to ensure that the geographical code exists in
'Geographical Code. Open' (CRS137) since the field can be used for both supplier and customer invoices in these programs.
Solution Existing functionality recalculates the tax base amount or tax amount on tax surcharges when matching a supplier invoice to a Purchase Order
Line if the parameter 'Tax included' is enabled.
With this correction the functionality now works in the same way regardless if the parameter 'Tax included' is enabled or disabled with the
difference that the final accounting transactions differs.
For more information regarding the functionality for US Sales Tax surcharges on supplier invoices see M3 13.1 NCR #5308.
COV
Limitation:
There is no API for CRS139 Geographic Code. Enter Exemptions
Copyright 2012. Infor. All Rights Reserved. www.infor.com 100
8488
Limitation(s):
The M3 Interface for M3 13.4 supports Vertex Version 6.0.n and 7.0.n
Copyright 2012. Infor. All Rights Reserved. www.infor.com 106
8311
8725
If the call is interrupted or if no sales tax is calculated since 'Include tax in MI' is disabled the output field VXCL (Vertex tax not calculated) is set
to 1 indicating that no sales tax has been calculated.
FAA 8489 XML Invoice List Tax Authority Audit Data AAS370
Limitations:
Just one invoice per voucher number
AAS370 can be handled.
Summary invoices are not supported.
Just invoice details for; customer order
invoices (OIS350), manual invoices
(ARS120, ARS100, FAS130) and
internal invoices (MFS100) are included.
Details for other types of invoices will be
delivered in a second step
For one customer order invoice there
can just be one delivering warehouse.
The XML-file can just be created for one
division (DIVI) at a time.
ARRU55
APRU55
CRS620 / CRRU03
Transactions connected to goods movement are displayed in EU Sales/Purchase. Open Lines (TXS136) and EU Sales/Purchase. Open Transaction
(TXS137).
Number of invoices
A new field is added in (TXS136) B and E panel to display the number of invoices in each transaction in EU sales/purchase proposal.
A new MI transaction 'LstInvEUSales' has been added in TXS130MI. The MI transaction contains all invoices included in an EU sales/purchase proposal.
The MI transaction can be used in the FBM to indicate the number of invoices in an EU sales/purchase proposal.
TXS133PF A new field W1NINV which represents the number of invoices per line, this is shown only on the Stream File.
The field 'Corrective invoice number serie' has been moved from CRS406/F to new
TAX 8219 CRS406 / CRPL01
country specific program 'CRPL01'
Currently a separate script is needed for each field on a single panel Copyright 2012. Infor. All Rights Reserved. www.infor.com 125
Example Customer defined field
Using Script
CMS080
Copyright 2012. Infor. All Rights Reserved. www.infor.com 126
Example Customer defined field
With value list (using script)
N.B.
In this release we deliver one step e-signature functionality including audit
logging totally driven from within the M3 solution
.
This solution does not in phase 1 cover all FDA e-record requirements
In 13.4 tec(disabled at GA), will be enabled in coming months We are looking for 2 or 3 Pilot customers to work with
The Plan is to deliver more external documents continuously on top of 13.4 Copyright 2012. Infor. All Rights Reserved. www.infor.com 134
8484
AF
New Configurable XML
for Business documents
Scope for M3 13.4 Easy extendable by customer
Focus on business documents
BUT not all M3 documents will be covered Add new tables, fields etc by metadata
Planned around 20 documents
Streamfiles will still be supported Eliminates modifications in documents
OIS180
XML file including translations
and metadata
Invoice StreamServe Invoice.
StoryTeller PDF
OIS199PF Layout
controlled by
metadata Credit
note.PDF
Credit note
Co-line Workbench... OIS302 (new) Define price decimals per currency (CRS055)
allowing from 1 to 4 decimals
Price decimals affect prices and discounts per
unit.
Amounts are still expressed in the currencys
normal number of decimals.
Decimals extended for prices and discounts in:
Sales price list
Customer Blanket Agreement
Promotions
Discount model
Sales costing elements up to 4 decimals
Example:
Prices & discounts
per unit with 4 dec. Limitations: The extention of sales price decimals is
limited to the customer order module (OIS)
Amounts with 2 dec
Item. alternate UM MMS015 Order Type - OIS010 If CW-pricing needed in additional UM then
define an additional CW price U/M' in Item.
Connect Alternate U/M (MMS015)
Define in CO Type. Update Field Selection
(OIS014/J) that the sales price U/M should be
retrieved from the price source
Result:
The sales price U/M on the customer order
line is retrieved from the price source (price
list, agreement, or promotion), allowing you to
communicate prices in a U/M familiar to the
customer.
If sales price U/M is flagged as CW price
Example: U/M then variable conversion from catch
Left: Priced in EURO and variable KG using 2 price decimals weight in standard CW U/M to pricing U/M will
Right: Prices in USD and variable LB (conversion 1 to 2.20462262) using 4 price decimals) happen.
If sales price U/M is NOT flagged as CW
price U/M then conversion to price U/M will go
from quantity in basic U/M fixed quantity
Copyright 2012. Infor. All Rights Reserved. www.infor.com 152
8382 API support for closing AND deleting a customer order
SLS line
Problem Solution Benefit
Closing a Customer order line not New capabilities added to customer More complete replication of online M3-
available as an API-transaction. order API - OIS100MI. functionality available for designing own
applications, user-interfaces and
Deleting a Customer order line through New transaction to close order line. workflows against the core M3 business
API-transaction did not update lost logic.
sales. New input to trigger update of lost sales
when deleting order line.
Close
Set up
New fields available in mass updating CO lines
toolbox (OIS300 OIS315) and in
Mass update CO lines (OIS260)
Routes
Del method
Del terms
Delivery specification
Using
Update of route and route departure can be done
but not simultaneously with planning date/ del
method and requested delivery date
If joint delivery code is used the last date is
selected
Kits (fixed) will get same route as the header.
Copyright 2012. Infor. All Rights Reserved. www.infor.com 154
8611 H5
Fashion Matrix Plugin CO for HTML5
Problem Solution Benefit
Currently the fashion matrix plugin The fashion matrix Plugin for customer Users can chose to work on both smart
works on smart office but not in the orders is now also enabled for thin office and HTLM5.
HTLML5 UI (thin client) client. HTLM5
SLS
Set Up
Using the Fashion Matrix installation Guide
Using
The use in the thin client is the same as in smart
office
Features
Javascript
Name of script Cpq_M3_v1
Add script to PDS605
Using
When script is installed the solution
will run to CPQ / PCM interface
Settings
CRS913 - A new table for classification is created
MMS016/E a new parameter for activating
season in MMS077 / MMS076
Using
in MMS077 and or MMS076 the classification field
will show if selected in MMS016
The user can select a value and generate it
together with the SKU generation or carry over of
SKUs to other season
In the Alias File the classification will be stored
The alias information can also be added after SKUs
are created but then you need to use the API for
that.
The classification field can be used in the batch
allocationCopyright
and joint delivery rules
2012. Infor. All Rights Reserved. www.infor.com 162
8070
Batch Allocation possible for SCO managed orders
Problem Solution Benefit
When working with supply chain Orders that are managed via supply The use of supply chain managed orders
managed orders the capability to chains (SCO) are now enabled for use is helpful in many scenarios where visibility
reallocate stock through batch in batch allocation of supply chain is required. To extend the
allocation is not possible. This limits the batch allocation with orders that are supply
use of SCO managed orders if you chain managed means more capabilities
SCE work a lot with preorders and shortages for customers to work with SCO
Settings
A new setting on the batch allocation allowing to
Deallocate use the functionality to work for SCO managed
items
This capability allows If this parameter is selected,
demand order lines with existing supply chain order
Allocate links will be included in deallocation (only if demand
line was partly allocated) and in the allocation part
of batch allocation.
.. Programs affected
Set up
Ability to set up those fields that you as a company
want to use in allocations. This is done to the so
called dynamic selection ID (CRS325/CRS326) and
Customer Item master field group DS001 (dynamic selection info)
Info Info Batch Allocation
New parameter to suppress the old fields
(MMS189/P) - hide selection fields
Planning Ability to apply selected fields Dynamic Sel ID
(MITPLO) Ability to overwrite and add dynamically
Ability to enter only a from value
Ability to repeat a value (for instance for multiple
Customer styles)
Product Style color selections
order Info
classification
Other selection programs with limited fields to chose
from could potentially be solved in this manner165
Copyright 2012. Infor. All Rights Reserved. www.infor.com
moving
forward.
8204
Supply Chain Maintenance & Visibility
Problem Solution Benefit
For customers that work with style color Supply Chain Order view has been Whether you are a sourcing or production
information visibility and maintenance enabled for aggregated information at company information at order or within
at the style color level is not possible. the order level for CO and PO including order level at style or style color is
Many clicks are required to see the capabilities to view by style/ color and available and can help giving answers to
picture and to close/delete information to close and delete at those levels questions from internal and external
SCE persons
Generic in MWS150
New parameter to not show unconnected lines
Delete (option 4) enabled for categories 100, 101,
250, 251, 311, 500 and 501 if level is 0. This is also
applicable for aggregated lines (fashion)
Changes in MWS150
New list panel standard
Available from MMS100, OIS100, OIS300, PMS100
and PPS200
Status added
Schedule number added
Copyright 2012. Infor. All Rights Reserved. www.infor.com 166
8332
Delivery value check
Problem Solution Benefit
When (replenishment) orders are Ability to check the delivery value Short term (replenishment) orders can still
placed today but customer also booked against the remaining credit (limit 2) at be delivered to the customer
orders for the next (future) season than the point of issuing the goods in the
current deliveries may suffer from order warehouse. If delivery
stops. Releasing the order stop means value+outstanding < credit limit the
SCE no controls at all anymore. delivery can be issued
Settings parameters
Dispatch Policy
Delivery value Check against Credit limit 2 540 must be payer
1400 570 delivery check must be 1 or 2
580 delivery check method must be 1 .
1200 New issue status in delivery toolbox and Delivery value
and discrepancy info
1000 New field Delivery value = the value per line as a sales
price minus line discounts, multiplied with the quantity
800
moved to a dock location. The calculated values will be
summarized for all lines on all active picking list suffixes
for that delivery
600
Delivery Delivery Process
400 NOK ok Delivery
Delivery A delivery value Check against remaining on credit limit 2
NOK
NOK is done when all goods are moved to dock
200
The delivery will be put on hold if not enough balance
It is possible to manually unlock the hold delivery
0
. Delivery 1 Delivery 2 Delivery 3 Delivery 4 .
Limitations
Invoiced Dlvry Value Credit limit 2
Can only be for deliveries with One payer
Copyright 2012. Infor. All Rights Reserved. www.infor.com 167
8409
More capabilities for checking deliveries
Problem Solution Benefit
When delivering goods to a store that Themes can be created for multiple The advantage of being able to add
are related to a theme (promotion, purpose / regional / customer / chain information at any moment in time and
opening / reopening / VIP person etc. it is now possible to use the joint use that information for controlling the
coming) there needs to be enough of delivery code in the customer order line deliveries
this theme before shipping. We lack a to update this value
SCE capability to create themes
Set Up
Using the Fashion Matrix installation Guide
Using
Use the fashion Matrix User Guide. The function
works similar to the CO and PO matrix.
The DO matrix button can be used in
Req/distr Order.Open MMS100 when a DO
type 51 is selected.
Set Up
Using the Fashion Matrix installation Guide
Using
Use the fashion Matrix User Guide. The function
works similar to the CO and PO matrix.
The DO matrix button can be used in
Req/distr Order.Open MMS100 when a DO
type 51 is selected.
SCE
NCR: 8427 Transportation Interface Stop Set Up
Transportation Service ID (DRS025)
Indicator to determine if the transportation status indicator will be used to validate the freight status on the
shipment (DRS100) for stops
New field on the shipment (DRS100) for the transportation status indicator
Updated the value on the shipment from either an external TMS, an event hub created setting or user
entered value
New valid list of transportation status indicators (DRS029)
For transportation status indicator with settings to determine shipment stops
Shows on the shipment panel (DRS100)
Flag to indicate a default value when adding a new shipment (optional)
Limitations:
Shipments are required for COs and DOs to use the status indicator, but it is not required.
The full functionality of transportation interface exist for auto level 3 on the dispatch policy. For auto level 5
most of this functionality is not possible to use since picking list does not exist for this auto level and that
would be a way to avoid transportation interface control at release for pick. Also, for auto level 5 issue of
delivery is performed when order entry is completed, which would mean that the stops cant be performed at
release for allocation, release for pick and issue. However, for auto level 5 stops can occur at freight cost
distribution.
For auto level 4 on the dispatch policy transportation delivery stop at issue is not possible. This since issue is
performed automatically when picking list is created.
It is recommended not to use automatic release for allocation together with transportation delivery stop 2-
from release for allocation.
Transportation delivery stop '2-from release for allocation' is not controlled at stock entry allocation.
8427
SCE
New Set Up Panels
DRS025 DRS029
8427
SCE
New Field on Shipment DRS100/E
8427
SCE
New Delivery Stop Codes
Delivery stop codes created by transportation service and transportation
status indicator
See also NCR 8269 for more new delivery stop codes
8427
New/Updated APIs
SCE
SCE
New/Changed Set Up Panels
New Setting on Delivery Terms
New setting on Dispatch Policy
MWS010/H CRS065
CRS728
8269
SCE
New Field on MWS410 B Panel
Delivery stop code shows why a delivery was stopped
8269
SCE
Clearing Stop Codes
New related option on Delivery to evaluate corrections
QMS200 Specification:
Add specification for test at
receipt
Can contain the same or different
tests from other specs for DO
receipt.
QMS201 Spec Tests
Set copy DO results to DO
receipt QI request as desired
Tests can come from standard,
re-test, blending or pre-ship QI
requests
QMS015
Set up warehouse quality plan for
ship-to warehouse
DO test at receipt:
Select the check box to enable automatic
creation of a Quality Inspection (QI)
request for a distribution order (DO) when
a DO is received.
DO copy tst res:
Select the check box to automatically copy
test results from the shipping warehouse
to the Quality Inspection (QI) request for a
distribution order (DO) when it is received.
This setting is available only if the check
box DO test at receiving (QDOR) has
been selected
QMS600/601
Ability to print COA for Deliveries on
Distribution orders
MMS101
Added function call to automatically
attach specifications to Distribution
Order line. (Auto Attach setting on
spec.)
Added Related Option to Order
Specifications.
Added Related Option to view Order
Specifications and Order
Specification Tests.
QMS
Re-inspection Set-up QMS009
Quality Plan Set Up
Auto Re-inspection Lot flag ON
QI Re-Inspection Level
Lot
Balance ID
Re-inspection generation basis
Create at next QI request approval
Create at next QI request release
Re-inspection calculate date
Use manufacturing date
Use re-inspect QI request generation
date
QMS
Re-inspection Set-up MMS002
Fixed Interval Schedule
Use the re-inspect and time
for an item in a warehouse
Allows for different fixed
intervals based on different
warehouses
QMS
Re-inspection Set-up QMS014
Variable Intervals
Inspection Plan
Sequence
Interval by days and
minutes
Optional use of intervals
by item and warehouse
QMS
Re-inspection Set-up QMS015
Links a quality plan, item
number and warehouse
to a variable inspection
plan
Re-inspection ID - If
blank, uses the value on
MMS002 for the item for
re-inspection
Optional use
When new planned order is generated the release date will not get an earlier date
MOS101 than last issue date + number of delay days.
This parameter is only applicable to reorder point planning methods. Note that it
is possible to manually update the planned order and through this activate the
AM. It is also possible to manually release the order.
To avoid ordering too much and too early, reservations within lead time are
excluded from the replenishment quantity when this parameter is entered. Once
the reserved quantity has been issued it will be replenished, and subject to the
PPS170 5 working days
delayed release logic. An exception to this is when the reservations within lead
from the 7th
time exceed on-hand and ordered quantity, then, the replenishment quantity must
June
be increased to cover the negative projected on-hand. This planned order can get
a release AM since it would otherwise not be possible to fulfil the demand.
Copyright 2012. Infor. All Rights Reserved. www.infor.com 203
8458
SCP Change of Purchase Order Ship-to Warehouse
Problem Solution Benefit
In some scenarios customers want to Provide a new parameter on the M3 A simpler process for delivering
be able to change the ship-to purchase settings (CRS780) that purchased items to a different
warehouse on a PO and then just controls if the ship-to warehouse can warehouse.
deliver it to that location without any be changed.
further processing, creation of DOs,
supply chain rebuild etc.
A new parameter has been added to the purchase settings (CRS780/H) that allows the change of
ship-to warehouse on a PO without initiating supply chain rebuild. The parameter is 'Allow change of
ship-to-warehouse.
CRS780/H
If the 'DO type for supply chain rebuild' is left blank on the PO type (PPS095) then it is possible to
change the warehouse on an active purchase order and a supply chain rebuild will not be triggered,
the new ship-to warehouse will therefore be the final destination of the goods.
The change of ship-to warehouse can be done in 'Purchase Order. Confirm - PPS250' and 'Purchase
Order. Advice Shipment - PPS260.
Limitations:
Purchase order category' must be 20 (POTC = 20).
If the purchase order should not be is part of a supply chain (pre-allocated or order initiated), then change of ship-to warehouse is only possible when a DO type for
supply chain rebuild exists.
No fixed asset type is entered onto the PO
Ship-to warehouse and PO header warehouse must belong to the same division
Copyright 2012. Infor. All Rights Reserved. www.infor.com 204
8449
SCP New Excess Calculation Method
Problem Solution Benefit
Equipment companies tend to have Provide a new excess calculation A more accurate excess stock
very specific ways to identify and method and introduce a number of new calculation for the equipment industry.
calculate excess inventory which are fields to support the calculation and its
not used by other industries or result.
supported in previous versions of Infor
M3.
A new excess calculation method 2 has been added in Excess Material Calculation. Perform ('MMS515). The excess field in the item warehouse
record (MMS002) is updated when MMS515 is run. In MMS002, the excess quantity is shown for both calculation methods. A new field has been
added to show which calculation method that has been used.
The new method is setup to calculate an excess limit based on the following calculation and input parameters:
Excess limit = (AD/(CC%*IC ))* (TW*IW+WO - ((CC%*IC)/24))
AD - Annual demand
CC% - Carrying cost in percent
IC - Item cost
IW - Item weight
TW - Transportation cost per unit of weight
WO - Warehouse cost per 1 quantity
TW and WO has been added to 'MMS005 - Warehouse. Open' panel F.
CC% - Carrying cost is setup in 'CRS725 - Inventory Cost of capital' expressed in percentage.
To be able to use the new calculation method each of the fields mentioned above should have a value. If calculation results in a negative value the
field in MMS002 will be set to zero and all quantity will be considered excess.
The field is available in the supply model availability function (CTS200) and shows if there are any available excess quantity.
Copyright 2012. Infor. All Rights Reserved. www.infor.com 205
8403
SCP Safety Stock Calculation Improvements
Problem Solution Benefit
Previously, some of the safety stock Enhance the buy-as-sold logic and Lower and more accurate stock levels
methods could give excessive stock correct the Poisson safety days for slow moving items.
levels for slow moving items, typically calculations (safety days was also in
items with less than 10 calls per year. the MRP calculation leading to double
counting).
New safety stock method number of average quantity per request is added to always keep a standard order on stock, and replenish
as soon as it has been consumed. Safety stock is by default set to the average quantity/issue, but a Safety stock unit may be entered
as a factor to multiply with.
Poisson safety days is today merged with safety time in the same field. Impacts MRP with Poisson safety as double impact on days
and general move to MRP.
Poisson safety days is today use safety time from MMS002 independent of which planning method is used.
MMS002/F New 'Safety stock method' = 8 number of average requests is added. When calculation of 'Safety stock' from MMS615 or
FCS100 if 'Safety stock method' = 8, number of quantity per issue during last 12 periods is calculated as demand divided with issues
from last 12 periods the parameter 'Use number of request' in FCS300 affects the calculation of average quantity per issue. if 'Safety
stock unit' is used 'Safety Stock' is multiplied with 'Safety stock unit'. The 'Safety stock' quantity is rounded upwards to nearest number
of decimals according to basic unit of measure.
'Safety stock method' = 7 has change logic for safety days. If 'Planning method' = 1 (MRP) is 'Safety stock unit' used as safety day
added to the lead time for calculate estimated issues during lead time otherwise use 'Safety time' from MMS002/E.
Copyright 2012. Infor. All Rights Reserved. www.infor.com 206
8387
SCP Frozen Date Orders (FDO)
Problem Solution Benefit
In some situations, POs are created far Enhance the purchase order M3 will continue to ensure that current
into the future due to, for example, to processing to allow future POs to be parts demands are met via the PO
coincide with a special supplier offer, created but still allow new POs on that process whilst not affecting the frozen-
but in the mean time, M3 should still same supplier to be triggered. dated order.
continue to create new POs to cover
current demand.
Currently, M3 would not create additional POs to cover current demand, but would instead suggest re-
planning the frozen-date order. With frozen-date orders the future purchase order will not be re-
planned but new purchase orders will be created to cover the new demand instead.
PPS095/K
A new check box has been added to the PO type (PPS095/K) - '770 - Frozen requested delivery date
(also PPS095MI). If enabled, the material plan records of the purchase order and planned purchase
order will get the code "FDO" assigned to the field ORI1. If the PO is outside the lead time date, the
purchase order will not be re-scheduled in the MRP calculation if a demand arises, instead a new
purchase order will be created to cover the new demand.
If the tick box is not ticked the MRP would suggest a re-planning for the existing purchase order since
the purchase order is covering the demand from the customer order.
A purchase order with planning date within lead time will not be affected by this setting.
As information for the planner, the order type column (TRTP) has been added to the material plan
MMS080 (MMS080) in sorting orders 1 - 7, 'Material Plan. Rescheduling' (RPS102), and 'Action Message. Open
per Item' (RPS002). Copyright 2012. Infor. All Rights Reserved. www.infor.com 207
8386
SCP New Concept 'Inventory Segment (min-type)
Problem Solution Benefit
For efficient material planning we need Implement a new entity to group the A new classification is now available to
more granular grouping / segmentation. planning values and find the correct manage planning parameters which
planning template. complement the existing grouping
criteria providing more flexibility.
New concept 'Inventory segment'. Inventory segment is a freely assignable classification field
(10 A/N) on the item/warehouse level (MMS002/F). This classification is normally assigned
based on demand/cost information, and could e.g. indicate what planning template should be
applied to the item/warehouse. Note, this field may have to be activated in order to display it by
adjusting the item type fields (MWS041/2F).
Inventory segment has also been added to 'Interface item. Connect Warehouse' - MHS002/F.
CRS121
New setup program 'Inventory segment. Open' - CRS121 has been created as well as
CRS121MI with several transactions.
The field has been added to a number of MMS200MI and MHS002MI transactions.
Inventory segment (ISEG) has been added to field group in the inventory planning parameters
(RPS810) and the planning template rules (RPS185).
A new batch program CSS310 - 'Order Point Availability Statistics. Crt' to populate a statistics
table to monitor order delivery fulfilments for customer orders and work orders (note, this
program has to be manually added to an M3 menu). The table is called CSSOPA the purpose of
the statistics is to monitor the delivery fulfilment and which type of sourcing that was used to
fulfil a certain order line. The selection is done based on requested delivery date, warehouse
group, item type, supplier and the program should be ran on a daily basis to get a
correct picture of the fulfilment rate and sourcing. Its also possible to select a check box in
CSS310 if allocated quantity should be treated as filled our not. If the tick box 'treat allocated
qty as filled' then allocated quantity will be considered fulfilled.
Data stored in the table:
ORQA - Order quantity alternative IVQA - Invoice quantity alternative
ORCA - Order ref category PCYM - Period PLQT - Pick list printed quantity SUNO Supplier WHL1 - Warehouse on order line
U/M U/M
CCS310 RIDN - Order number
WHLO - Warehouse from order
RNQT - Remaining quantity
PLQA - Pick list printed quantity
FONF - Order is fulfilled RPRT - Representative order
CUNO - Customer number from
head alternative U/M order head
RNQA - Remaining quantity
RIDL Line number ITNO - Item number DLQT - Delivered quantity SBDQ - Quantity sourced via DO ISEG - Inventory segment
alternative U/M
DLQA - Delivered quantity SERN - Sold against serial
RIDX - Suffix number BANO - Lot number ALQT - Allocated quantity SWHL - Sourced from warehouse
alternative U/M number from customer order line
ALQA - Allocated quantity PRHL - Sold against item number
RLDT - Requested delivery date ORQT Order quantity IVQT- Invoiced quantity SBPQ - Purchased quantity
alternative U/M from customer order line
Layout options
- Scoreboard only
- KPI overview & scoreboard
- Scoreboard & alert board
- All three
M1 is
bottleneck
Demand types:
Customer Orders
Forecast
Stock replenishment
Other demand
8 11
Scripts Integration
Extend Processes
function
6 14
Forecast Engine Other
Improve
forecast
Copyright 2012. Infor. All Rights Reserved. www.infor.com 226
8519
M3 DMP Using M3 REST Interface
SCP
Problem Solution Benefit
M3 DMP need to be able to M3 Interface Settings has been Allow DMP to participate and
interface to M3 in a true Cloud enhanced to allow M3 REST API connect to M3 Cloud Edition /
environment Multi tenant to be configured. Multi-tenant Cloud via REST API
AVGNULL(<periods expr>,<expression>)
Dynamic recalculation of the range of the
average.
Dynamic recalculation of the expression for
the average.
AVGNULL is the average excluding Nulls from
current period.
Trace-log
A Workflow execution trace log is
now available to log the action status
to the DMP Client log file and event
log.
Fault tolerance for multiple lines for the same Keys are build into
Attribute Import
Extra Key Import
Numeric / Text for Keys Import
User can define start offset and number of periods for the trend calculation
Trend line is displayed with the selected series color and small marker is showing
where the extended Trend line begins
The slant report gives an overview of how the forecast, sales and budget currently look and the estimated
end year precision. The report also shows how the forecast have changed during the year. ( definition of
view described in a ppt)
Example below shows the situation in Oct (and with F M10 just updated)
CTRL+U
Auto size columns selected
SHIFT+U
Minimizes columns selected
SHIFT+CTRL+U
Set size of columns select to a
pixel (This gives a hint about
changed values)
This can be seen below
Settings
New parameter in MO Order type
(PMS120/E)Disable Work center Change
Process
When changing a work center (option 27) in a
production order via PMS230 or directly on
PMS100/G the parameter will be checked and
accordingly a message, block or no action will
be proposed.
Copyright 2012. Infor. All Rights Reserved. www.infor.com 267
8410
Prevent over reporting of prev operation
Problem Solution Benefit
When producing products that follow a A new parameter is enabled to control The quality of the data will improve and
sequence of multiple operations the the behavior or reporting quantities of a less disruptions and corrections are
reported quantity is free to enter with no next operation and receipt of goods required.
control of feasibility of that quantity. This after the last operation.
could lead to unwanted withdrawal of
MAN materials for instance due to backflush
New Parameters
PMS120 prevent over reporting
New parameters
1 production schedule = 15 MOs CRS785 Allow MO close
1 style - 3 colors - 5 sizes CRS785 = MO close ratio
When is it allowed to close the line. % of MO
line quantity or checks % of Schedule
quantity
New program
PMS270
45 Process
New Closing option 31 performs closing orders for
materials-, operations- and heading the
background.
introduced on Manufacturing orders (PMS100
Closing of materials + operations + MO head Checks reported qty/ordered qty
in just 1 clic At schedule level is introduced - new program
PMS270
Checks total reported / total ordered269
Copyright 2012. Infor. All Rights Reserved. www.infor.com
in
schedule
8450
MAN
Alternate Process MO -
Product Versions
Processes Item Pack
16-08-01 17-01-01 17-04-30 18-01-01 18-04-30 18-12-31 Copyright 2012. Infor. All Rights Reserved. www.infor.com 272
8450 Process Manufacturing Improvements 4(6)
MAN Process MO Synchronize Bulk and Pack Manufacturing
Problem Solution Benefit
Process manufacturing involves Item-pack - connect packaged items to Use optimal batch size when producing
synchronizing manufacturing of optimal bulk item. bulk. Secure complete usage of bulk
and practical bulk batch sizes with the across packaged items to minimize
demand of packaged items (consuming At MO-execution consolidate into waste. Simplify the execution and
bulk) in various pack sizes and pack Process MO - connecting multiple reporting of new linked manufacturing
formats. packaged items MOs to bulk MO. orders.
1000 280 150 MRP Demand New Item-pack definition connecting bulk items to
3 ltr for each packaged packaged items (MMS023)
1 ltr 2 ltr items
New MO-consolidation rules in item/whs (MMS002/E)
MRP generates batch-sized planning proposal for
bulk item based on pull demand from packaged
Bulk Demand items. Consolidation flags set on MOPs based on
1000 560 450 from each pack order settings in item/whs.
990 560 450 New Consolidation and Re-Balancing functions used
MRP Bulk Demand
to add/remove connections and to adjust bulk MO
2000 from pack orders quantity and/or packaged MO quantities to balance
2010
demand and supply of bulk.
MOP - PMS170 -> PMS172
Bulk MO - PMS100 -> PMS150
MRP Batch Sizing
of Bulk -> 3000 New Bulk-Redistribution function to auto-distribute
consumed bulk to pack MOs in PMS100 -> PMS155
3000 2000
- MRP-generated
- After Balancing Copyright 2012. Infor. All Rights Reserved. www.infor.com 273
8450 Process Manufacturing Improvements 5(6)
MAN Process MO Product Structure Classes
Output Balance
Adjust grouped MO change/add/ remove
released Mos
bulk and pack quantities
PMS100->PMS150
Four basic MI transactions are created in the new API program PMS270MI: AddScheduleNo,
GetScheduleNo, LstScheduleNo and UpdScheduleNo. These transactions are simple since the functionality in
PMS270 is very basic, but it gives the user the ability to maintain schedule number via an API and extract the
description of the schedule number.
8013 API support to manage substitution tables in bill of material is introduced in PDS360MI
Using
When you perform a change on PPS220 on
aggregated level you can enter the new price to be
PUR
Setting
Two new settings are added to PPS220/E
- Update head Del Terms
- Update head Del Method
Using
when updating (all) PO lines with delivery
method and delivery head it doesnt reflect this to
the PO head. This could cause some issues
when (re) printing a PO document.
Set up
Add Auto permit in warehouse set up MMS005
must be activated
Using
When copying the default warehouse is blank and
solution works as usual
When a warehouse is entered the line will be copied
with the new warehouse given the conditions
PUR
Set Up
Using the Fashion Matrix installation Guide
Using
Use the fashion Matrix User Guide.
Functionality is similar as in the Smart Office client
The Matrix button will open if a purchase order
is selected in PPS200.
PUR
Background
The planned purchase orders are tagged with an indicator (field PRAP in MPOPLP) upon being exported back to M3 BE from an
external planning system. This classifies the order as being externally planned.
Solution
A warning message is displayed to the user upon manually changing an externally planned purchase order proposal, to inform the user
that the specific order is being planned externally. If the user goes ahead with the manual change the planned purchase order is no
longer considered being handled by an external planning system (field PRAP is set to 0).
The planned purchase orders are tagged with an indicator (field PRAP in MPOPLP) upon being exported back to M3 BE from an
external planning system via the MI transaction PPS170MI.SndInboxPOP or MI transaction SPS101MI.SndPOP. This classifies the
order as being externally planned.
A warning message is displayed to the user upon manually changing an externally planned purchase order proposal, to inform the user
that the specific order is being planned externally. If the user goes ahead with the manual change the planned purchase order is no
longer considered being handled by an external planning system (field PRAP is set to 0).
Upon manually releasing or changing the planned purchase order lines in Planned Purchase Order. Open (PPS171), the warning
message is displayed. The same warning message is displayed upon changing the planned purchase order quantity or the planning
date in Action Message. Open per Item (RPS002) or Material Plan. Rescheduling (RPS102).
In the case that the external planning system has created new planned purchase orders, these orders are being automatically tagged
as externally planned (field PRAP is set to 1) upon being created in M3 BE via MI transaction PPS170MI.SndInboxPOP
Copyright 2012. Infor. All Rights Reserved. www.infor.com 283
8212
PUR Stand-alone Purchase Order for Equipment Buyback
Problem Solution Benefit
In the previous version it was not Enhance the purchase flow to allow an A much easier and quicker flow
possible to buyback an equipment just equipment (serial number) to be involving fewer processes and screens.
using a PO, you had to use the trade-in purchased back off the customer.
and sales flows to achieve this.
In the purchase order proposal and purchase order flows you can use
this order type and then enter the serial number that you want to buy
PPS095 back.
In the purchase order flow the price is retrieved from the serial
number-based pricing in MMS250 if its available.
PPS170/E During the receipt process in PPS300 the equipment record is updated
with the PO number and price.
Transaction AddLine is added to PPS200MI in order to enable functionality to add a new purchase order line to a purchase order head.
Mandatory input fields are Purchase order number (PUNO), Purchase order line (PNLI), Item number (ITNO) and Order quantity
(ORQA). A large number of non mandatory input fields are available. Transaction DltLine is also added to PPS200MI. Mandatory input
fields are Purchase order number (PUNO) and Purchase order line (PNLI). Purchase order line subnumber (PNLS) is available as a
non mandatory input field. Functionality is added to program PPOLINE in order to support the two new transactions.
Field Season control (SEAG) is added as output field in PPS095MI.LstOrderType.
PPS200MI.LstLine2 is created since no more output fields can be added to PPS200MI.LstLine due to maximum number of characters in the
summarized output string. Fields Configuration number (CFIN), Kit control (FSCD), "Planning date" (PLDT) and ""Date type" (DT4T) are
added as output fields in transactions PPS200MI.LstLine2.
Fields Project number (PROJ) and Project element (ELNO) are added as output fields to PPS200MI.GetHead.
Field "Confirmed delivery date" (CODZ) is added as an input field and an output field in CRS207MI.LstStyleDetByCO. Fields Requested
delivery date (DWDT) and "Planning date" (PLDT) are added as input fields and output fields in CRS207MI.LstStyleDetByPO. The fields
are used in the same manner as the previous input fields in the transactions.
OIS100MI.LstLine2 is created since no more output fields can be added to OIS100MI.LstLine due to maximum number of characters in the
summarized output string. Fields "Adress" (ADID), "Requested delivery date" (DWDZ), "Requested delivery time" (DWHZ), "Confirmed
delivery date" (CODZ) and "Confirmed delivery time (COHZ) are added as output fields
8514 API to delete planned purchase order (PPS170MI.DelPlannedPO). Relates to NCR 8204
MOS195
MOS170
Copyright 2012. Infor. All Rights Reserved. www.infor.com 289
MAI
Additional Smaller Enhancements
NC Ref Description
8373 New MI programs created; PDS040MI, PDS041MI, PDS042MI, PDS043MI to enable the management of
inspection checklists within Infor Mobile Field Service (MFS).
8339 New MI transaction for Document Structure in CRS230MI.
8298 Equipment Installation Date Used as In-operation Date.
WO Request A new parameter has been introduced into the work order type (MOS120,
WO Type parameter 105) to indicate the default setting for the abnormal demand
Material Line
(MOS120) flag on the work request material and work order material records, these
(MOS171)
settings can then be updated by the user. This flag is also available on
Abnormal demand come the MCO line in COS101/F, this provides the default for work orders
from the order type if no created from the MCO line.
MCO line exists
WO Material Line When updating material plan (MMS080/MITPLO), the representative
(MOS101) transaction field is set to zero if field Abnormal demand is equal to 1 on
the work order line..
Copyright 2012. Infor. All Rights Reserved. www.infor.com 292
8344
MNT MCO Quick Entry (COS130) - Redesign
Problem Solution Benefit
Customers requested a more intuitive Redesign the MCO Quick Entry A more tailorable entry function that will
way to create maintenance customers function (COS130). simplify and reduce the time it takes to
orders and have better control over create maintenance customer orders.
what information should be displayed to
the user and if it should be mandatory
or not.
Fields have been grouped into logical sets, for example, all date
fields are now together rather than spread around the screen.
You can now control how many meters should be displayed and if
entry of meter values is mandatory or not.
COS130/P
Extra information such as customer name, agreement description
and product description have been added to the panel.
Alternatively, a new parameter has been added to the MCO order type
(COS010/F) that will automatically display MMS085 when you attempt to
press enter in COS130.
After exiting MMS085 the start and finish dates will be populated.
MMS085
COS130
COS410
To simplify the process and number of buttons to complete the MCO-WO-Warranty claim process, the service error report can
now be automatically created if the transactions (labor, material, subcontract or miscellaneous) are covered by warranty or if
service error report is mandatory as defined on the maintenance order type (MOS120 / parameter 96).
A new function program has been created (MOSERERFnc) which is called from the work creation program (MOS005) or from
MOS072 if "Retro WO" is used from COS130 but only if the work order type (MOS120) has parameter 96, Mandatory service
error report set to 2 (always mandatory). If the setting is 1 (Mandatory if warranty) then the service error report is created via the
MCO invoice function (COS900) when the different transaction types (labor, material, subcontract and miscellaneous) are created
and found to be covered by warranty.
In these scenarios, the service error report record (MOS057/MMOSER) is created with the work order in the reference order
category / number / lines fields (RORC, RORN and RORL) and the Maintenance customer order number in the reference identity
/ order number / line number fields (RIDC, RIDN, RIDL). Error codes, break down date/time and meter readings are taken from
the MCO line. In addition, the MCO line text is populated in the Problem fields TXIF.
Manually
MCO Order Type Scenario 1: No warranty claim
approve MCO Manual invoicing
(COS010)
line
Copy Auto-MCO
approval and
approval amount No No No
Auto-
Auto- Within
New MCO line MCO line invoicing MCO line
approval approval
(COS101) Yes Yes approved permitted Yes invoiced
allowed? limit?
?
Sum of MCO line revenue plus COS104 (Maint CO. Connect Documents),
During work order closure check document type 380 and variant 07
invoice transactions and
compare to the approval limit and parameter 'Prt document
Previous versions of M3
Approve MCO MCO line
Close work order Invoice MCO line
line for invoicing Invoiced
M3 13.4
-2 steps MCO line
Close work order
Invoiced
Within
Auto- Within Auto-
New MCO line warranty MCO approved
approval approval warranty
(COS101) Yes approval & warranty reset
allowed Yes limit? reset Yes Yes
limit
Auto- Auto-
create Warranty claim invoicing MCO line
warranty Yes created permitted Yes invoiced
claim? ?
No No
Previous versions of M3
Reset warranty Create warranty Approve MCO MCO line
Close work order Invoice MCO line
flag claim line for invoicing Invoiced
M3 13.4
-4 steps
Close work order MCO Invoiced
"Warranty auto approval", "Warranty approval limit" and "Warranty approval limit Currency"
During creation of an MCO line the values from the customer order type's two fields "Warranty auto approval" and "Warranty approval Limit" are defaulted
to (COS101/F). The warranty approval limit will just as the above mentioned approval limit be recalculated to order currency during order entry.
If the order has warranty transactions, field "Claim Warranty" (ACWA) on (COS101/E) is set to 9 and must manually be reset to 0 before approving the
order line. When closing a work order, the warranty transactions are summarized and compared to the warranty approval limit. If warranty auto approval is
activated and the sum is within the limit, claim warranty is automatically reset to 0.
If all the above (applicable) settings are successful, the MCO line will be raised to status 50-Approved for invoicing.
Auto Invoicing MCO-line
In COS104 (Maint CO. Connect Documents), check document type 380 and variant 07 and tick 'Prt document'. When the parameter is set, invoicing can
be performed in the background by calling COS180 as a batch program as soon as the MCO line is approved to status 50 (Related option 24 from
COS101). Accounting date and invoice date will be set to the current date.
After invoicing MCO line status is set to 70 or to 60 if partial invoice is permitted. Auto create of invoice will be executed after auto approval of MCO line.
COS100MI/ApproveMCOLine can also be used to trigger auto invoicing.
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8253
MNT Fixed Price Based on Meter
Problem Solution Benefit
Customers have asked for a more Simplify the processing for meter based A much more simplified meter based
simplistic way to calculate the cost of invoice calculations whilst creating invoicing option than in the previous
an MCO line using meter-based MCO lines and provide a new versions of M3.
invoicing. calculation option in COS101.
COS101
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8374
MNT Move of Misc. and S/C trans. Between MCO and WO (1/2)
Problem Solution Benefit
Users often make mistakes and Extend the development started in M3 A much easier and more accurate way
allocate miscellaneous and sub- 13.3 for correcting labor and materials to correct transactions.
contract transactions to the wrong transactions and now include
MCO or WO and need a simpler way to miscellaneous and sub-contract.
correct these.
This development item enhances the functionality to manage the movement of transactions across work orders. Capability to move
miscellaneous and subcontract transactions is added to the existing capability for time and material transactions.
Where all the required criteria are satisfied on the product, purchase order, work order, goods receipt, material plan and invoice, a
move transaction operation can be performed against the invoice specification in Maint CO. Check Preliminary Invoice Spec
(COS170), resulting in a systematic adjustment of the corresponding accounting, stock and labor transactions.
During the process, the incorrect transaction is reversed and a new transaction is created for another work order before the MCO line
is approved for invoicing.
See the following documents and sections in UDI for a detailed description of the functionality:
Move Transactions Between Maintenance Customer Orders and Work Orders (updated from prior version)
Processing Maintenance Customer Orders
Check and Adjust Preliminary Invoice Specification
Credit an Invoice for Maintenance Customer Order
FROM
COS170
MOS101
COS170/M
Move transaction
To
MOS101
It is now possible to account for revenues from service agreement invoicing periodically. An MCO line having a curve and number of
periods greater than one will create data to be periodized from the GLS-module.
For cases where an MCO agreement is invoiced in advance for a number of periods, the revenues may often not wish to be accounted
for that very same date. Instead the revenues should be accounted according to a specified curve over a number of periods.
In the maintenance agreement for equipment function (COS433), it is now possible to specify a curve and number of periods that the
revenues should be accounted over. The following accounting types need to be setup in CRS395 for events CO20 and CO25:
CRS385
CRS395
Process:
To run this routine, start COS610 - Create MCO for Invoicing and make a selection of what customer and agreements to
include. Please note that only agreements with a valid periodic invoicing order type are included in the selection.
An invoice round has been created, as can be seen in COS615 - Invoicing Round.Browse. It can also be easily found in
COS100 with sorting order 13-invoice round. Next step is to print the invoice in COS180 - Maint Invoice.Print, which can
also be accessed with related options from COS101 or COS615.
When invoiced, GLS470 is updated with amounts to be periodized from GLS140.
G:S470
MOS380
MOS382 Period Forecast
COS433 Daily Forecast
Agreement
Equipment
MOS160
Actual Meter
Reading
This new process is designed to process warranty claims from the point of view of the OEM. The OEM will create a warranty claim and
then process that claim to provide a credit to the dealer (customer). A credit MCO is created by this process to create the credit and
necessary accounting.
A new function, Claim Type (MOS740) has been created to differentiate the different types of claim (warranty, marketing, OEM).
A claim and claim line is created in COS750 / COS751 either manually or automatically via an interface and processed in the
normal way. An MCO and MCO line will be created to generate the credit back to dealer.
Equipment
Warranty
(MMS240)
(MOS390)
Claim MCO
(MOS750) (COS100)
The customer master (CRS610/M) has been extended to include more fields that will default onto the
agreement header (STS100), agreement lines (STS201) and also in the fast entry agreement
function (STS085).
If the values are empty in CRS610 then those in the rental order type (STS020) will be used instead.
If however local exceptions exist in Customer. Open Local Exceptions MFS610 these settings will
override CRS610 and agreement order type.
A new field has been added called 'Line Type' where the valid options are 5,
7 or 8.
If select line type 7 or 8 then the serial number must be left blank. A new line
will be created with line type fetched from STS203. The price is retrieved
using the standard logic and the purchase price is fetched from purchase
agreement with the same logic as from STS201. The number of periods is
calculated in days from the exchange line validity period and considers the
STS203 days per week used.
When creating a new rental agreement a contact person can be added via new related
options in Rental Agreement. Open STS100 panel A or B and via Rental Agreement.
Create STS085.
To default a contact person upon agreement creation the contact person and customer must
be connected in Customer. Connect Contact CMS055. The address type ADRT must be
set to 02 Location address and address number ADID must be blank to be valid for an
agreement head.
Several contact persons can be connected to the same customer and will be defaulted upon
STS119 agreement creation. If a contact person is connected to the customer in CMS055 according
to description above the contact person will be defaulted during agreement creation and
connected to the agreement head. The contact person will be visible in STS119 from
STS100 panel A and B and via related option in STS085. When agreement lines are added
the contact person on the head will be defaulted down to the lines.
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8207
RTL Enhance Over-usage Meter Calculation
Problem Solution Benefit
Invoice calculation problems can occur Create a new meter event type (16) Over-usage of rental equipment can be
if rental equipment over-usage is that provides enhanced over-usage invoiced in a more accurate way for
settled over multiple periods calculations both in-arrears and advanced invoice
options
Agreed usage 8 hours / day for 5 days / week (40 hours) Agreed usage 8 hours / day for 5 days / week (40 hours)
Period 2 (week): Period 3 (week) - Invoice 3 (including over usage for Period 2):
Usage 120 hours Usage = 88 hours
Invoice 2 created: Base for over usage = 88 40 40 = 4 (4 hours over usage)
Allowed usage = 40 hours
Base for over usage = 120 - 40 - 40 = 40 hours over usage Note Best rate for meter event 16 works the same way as for meter event 14.
Invoice will show 40 hours over usage
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8117
RTL Split Rental Lines Based on Delivering Warehouse (1/2)
Problem Solution Benefit
Previous versions did not have good Create a new function that can be used A much easier and streamlined
enough support for bulk rental to source items across multiple approach to sourcing bulk items.
equipment, in this case it was not warehouses then automatically create
possible to source bulk items for a rental lines to manage the sourcing
single rental agreement line from process.
multiple warehouses.
A new function 'Rental agreement - Source lines' (STS081) has been created to source rental items from multiple warehouses. STS081
is available as related option 47 in the rental agreement line function (STS201).
The new program (STS081) displays availability similar to the program (MMS081), however in (STS081) is only displays yard
warehouses defined on a depot. The field order quantity is open for edit to fill in the split quantity per warehouse.
When quantity is selected for each warehouse action F14 - Split line' must be pressed. The original line is updated with the selected
quantity, if quantity is blank on the warehouse for the original line this line is being deleted. If a quantity is selected on a warehouse not
equal to the original line a copy of the original line will be performed.
Limitation: delivery DO status must be lower or equal to '23' to be able to split the quantity, if the line exist on pick list or in transit user will not be
permitted to split the line. There are no availability check in (STS081), if the quantity selected is higher than available quantity in a given warehouse no
error message is displayed.
In the rental agreement function (ST100) a new related option has been added to the A and B panels -
27-Mass upd of lines, the mass update function STS114 will be displayed. The fields in the table
below can be updated.
In the P-panel of STS114 you can decide if each update field is editable, display only or hidden.
The change process will adhere to the standard logic and validation.
The same functionality is available within the agreement lines (STS201), Rental logistics toolbox
(STS140).
STS114 Number of shifts Rate factor Next invoice date Pick-up day/time
Reason termination Delivery terms-delivery Delivery method-return Return to warehouse
Delivery terms-return Customer site Delivery from warehouse
Hourly rates are available if the rental order type is set to best price
method 3.
Related option and function keys has been added to the rental agreement
line (STS201), rental planning board (STS495), equipment search
(STS300) and the fast agreement entry (STS085).
STS107
Bulk items have a summery bar on top of the Gantt-chart containing the
current available quantity for that bulk item. Below that are all agreements
containing that bulk item. When scrolling in STS495 the available quantity on
the summery bar will vary over time depending on how many valid agreement
exist and how many pieces of the bulk item that are included in those
agreements.
Drag and drop in the Gantt-chart works in the same way as for normal
serialized rental equipment.
The following new fields are added in STS085, the rental agreement quick
entry:
Sales person
Customers order number
Your reference 1
Hold code
Project number
Project element
Supplier
Number of shifts
Rate type
On the P-panel of STS085 you can also decide if these fields should be
displayed or not:
0-Not displayed
1-Displayed
STS085 2-Editable.
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8022
RTL Update Planning Facility for Rental Equipment
Problem Solution Benefit
Rental equipment is often returned to a Provide an optional capability that will Scheduled maintenance will be
different facility than the one it update the planning facility on the connected to the correct facility and thus
originated from, this previously caused equipment record less likely to be missed which could
problems with scheduled maintenance potentially lead to low reliability, failures
as these remain at the originating at the customer site, customer
facility. dissatisfaction and lost rental revenue.
A new parameter 'Update planning facility' (UPPF) has been added to the
rental agreement order type (STS020/F) and the rental agreement line
(STS201/E). The value is defaulted from the order type but can be manually
overridden during order entry.
If the parameter is set in STS201 then the planning facility on the equipment
STS020 master (MMS240/G) is updated with the facility of the return warehouse after
receiving the equipment.
STS201 Note scheduled services that have status 20 or above will not be changed
to reference the new facility using MOS999, these must be changed
manually.
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8287
RTL Enhanced X-hire / Re-rent for Bulk Item
Problem Solution Benefit
Previously, when re-renting bulk items Enhance the PO process for bulk items Reduced complication and number of
such as cables (non-serialized), the PO to create a single sub-number covering PO line records when re-renting bulk
would be generated with sub-numbers the full quantity of the bulk item. items.
for each bulk item which became very
cumbersome.
The new solution generates two lines per item during purchase and
invoice matching process instead of new lines per order quantity in
STS201. The new solution generates one purchase order line with
sub number zero and one with sub number 700. The sub number
zero has not been changed and will be handled the same way as
described in previous net change report. However sub number 700
STS201 contains the full time period for all items included in the line.
The new sorting order in STS352 lists invoice history per item number.
This sorting order can only be accessed via STS300 and STS495.
Input fields used to display records in STS352/B1for sorting order - 2 are:
Item number
Serial number
New auxiliary programs has been introduced for converting data from (SRV) to (MAI/MNT).
The data considered include service agreement, individual items, meters, contract items,
service expenses and service kits.
Depending on the type of migration the conversion function will have different selection
criteria.
See the next slide for the details of the migration functions.
Important Restriction: Whilst the activities described here explain the process by which Service Management data can be migrated for use by the
Maintenance Management functionality, it should be noted that data traceability and reporting capability is not currently available to support this
functionality, and it is the end users responsibility to manage and monitor the data migration activities in accordance with their business process
requirement.
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Whats New in detail 13.4
EQM Equipment Quotation Management
A new item search function (QUS210) has been created and is used by the
Product Support mashup, its designed to find available parts using various
search criteria.
QUS210
Quotation category - A new flag 'Quotation category' has been added to
separate a equipment quotations from aftermarket quotations. Aftermarket
quotations normally involve parts and services.
Quick entry of quotation lines - A new flag 'Entry option' has been added to
the program 'Quotation type' (QUS020). If entry option is set to '2 - Quick
entry' the quotation detail panel QUS101/E will not be displayed when
adding a quotation line in 'EQM product support'.
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8490
EQM Enhanced Ordering Through the Product Support (2/2)
Open sub-file for adding parts - A feature within 'EQM product
support' to make it possible to add several quotation lines for
parts at the same time.