If JavaScript is disabled, please continue to the
sitemap
.
Back
Forward
Infor Documentation
Help
Copy URL
Topic URL copied to clipboard
Print this page
Print PDF
Search
Home
Home
Welcome
Getting help
Navigation
Sign-in process
Accessing modules and functions
Distribution SX.e in multiple browser tabs
Navigation icons
Creating a note
Creating a product note
Grids
Importing a spreadsheet
Wizards
Toolbars
Sharing Distribution SX.e information in Infor Ming.le
Context applications in Infor Ming.le
Infor Ming.le bookmarks
Infor Ming.le homepages and widgets
Sign-out process
Search
Searching
Conducting a facet search
Conducting a facet search without a search value
Saving a facet search
Conducting an advanced search
Saving an advanced search
Lookups
Personalizing the UI
Personalizing the UI
Modifying the UI in the Personalize window
Applying an existing personalization record to your UI
Importing personalization records
Creating or maintaining entry default settings
Changing your UI language
Visual style
Supported browsers
Printing
Printing a document on demand
Sending a report to another user from Report Viewer
Running a new one-time report
Automatically printing documents
Printing from a forms printing utility
Setting up and running a stored report
Auto printing stored reports
Deleting a stored report
Setting up email output for vendors and ship froms
Setting up email output for customers and ship tos
Printing product notes
Customers
Setting up and maintaining customer records
Adding a customer record
Copying a customer record
Maintaining a customer record
Inactivating a customer record
Deleting a customer record
Setting up customer accounts to receive shipping notification emails
Setting up customers and ship tos for consolidated invoicing
Specifying pick label settings for a customer
Adding a ship to/job record
Adding a freight billing record
Creating a customer master group
Assigning a customer to a customer master group
Inactivating a customer master group
Entering invoices and miscellaneous transactions
Entering a credit memo for a customer
Entering a customer invoice
Entering a debit memo for a customer
Entering a miscellaneous credit for a customer
Entering a rebate for a customer
Entering a reversal for a customer
Entering a service charge for a customer
Viewing invoices paid by a miscellaneous credit
Adjusting payment schedules and terms
Defining terms in Customer Transaction Entry
Modifying the terms of a single scheduled payment for a customer
Preparing a monthly AR roll-forward schedule
Recalculating average days to pay for multiple customers
Recalculating average days to pay for a customer
Splitting a customer payment
Applying payments and credits
Defining your customer payment processing workflow
Applying a payment to regular invoices
Filtering invoices for Quick Entry
Applying a payment to a group
Applying a single payment against multiple invoices
Applying a split check payment
Applying credits to customer invoices
Converting a COD invoice to a regular invoice
Manually scheduled payments on a customer invoice
Posting miscellaneous cash
Payment processing using a lock box
Editing and updating lockbox transactions
Implementing lockbox payment processing
Importing lockbox payments
Processing refunds and write-offs
Creating a debit memo for an underpayment
Customer refund check work flow
Writing off an overpayment
Writing off an underpayment
Writing off sales taxes after an invoice is paid
Writing off sales taxes while paying an invoice
Writing off unapplied credits
Reversing a payment
Reversing a payment for NSF
Reversing a payment for wrong customer
Reversing a payment for wrong invoice
Form and field descriptions
Inquiry
Customer Inquiry overview
Customer Inquiry - General overview
Customer Inquiry - General field descriptions
Customer Inquiry - Period Balance by Ship To overview
Customer Inquiry - Period Balance by Ship To field descriptions
Customer Inquiry - Group overview
Customer Inquiry - Group field descriptions
Customer Inquiry - Receivables by Job overview
Customer Inquiry - Receivables by Job field descriptions
Customer Inquiry - Transactions overview
Customer Inquiry - Transactions field descriptions
Customer Inquiry - Period Balance History overview
Customer Inquiry - Period Balance History field descriptions
Customer Inquiry - Credit Exposure overview
Customer Inquiry - Credit Exposure field descriptions
Customer Inquiry - DNBi Integration overview
Customer Inquiry - DNBi Integration field descriptions
Customer Lock Box Inquiry overview
Setup
Customer Setup overview
Customer Setup - General overview
Customer Setup - General field descriptions
Customer Setup - Ordering overview
Customer Setup - Ordering field descriptions
Customer Setup - General Ledger overview
Customer Setup - General Ledger field descriptions
Customer Setup - Credit overview
Customer Setup - Credit field descriptions
Customer Setup - Taxing overview
Customer Setup - Taxing field descriptions
Customer Setup - eCommerce overview
Customer Setup - eCommerce field descriptions
Customer Setup - eCommerce - Select Email Address overview
Customer Setup - Cartonization overview
Customer Setup - Route overview
Customer Setup - Route field descriptions
Customer Ship To Setup overview
Customer Ship To Setup - General overview
Customer Ship To Setup - General field descriptions
Customer Ship To Setup - Ordering overview
Customer Ship To Setup - Ordering field descriptions
Customer Ship To Setup - Taxing overview
Customer Ship To Setup - Taxing field descriptions
Customer Ship To Setup - Job overview
Customer Ship To Setup - Job field descriptions
Customer Ship To Setup - eCommerce overview
Customer Ship To Setup - eCommerce field descriptions
Customer Ship To Setup - eCommerce - Select Email Address overview
Customer Ship To Setup - Route overview
Customer Master Group Setup overview
Customer Master Group Setup - Advanced Search field descriptions
Customer Master Group Setup - General overview
Customer Master Group Setup - General field descriptions
Customer Master Group Setup - Credit overview
Customer Master Group Setup - Credit field descriptions
Customer Cash on Delivery Addon Setup overview
Customer COD Addon Setup field descriptions
Customer Billing Setup overview
Customer Billing Setup field descriptions
Customer Payment History Setup overview
Customer Payment History Setup - Payment History overview
Customer Credit Card Setup overview
Customer Credit Card Setup field descriptions
Customer Lock Box Setup overview
Customer Lock Box Setup field descriptions
Customer Storefront Corporate Group Setup overview
Customer Storefront Corporate Group Setup field descriptions
Customer Price Type Setup overview
Customer Rebate Type Setup overview
Customer Rebate Type Setup field descriptions
Customer Ship To Group Setup overview
Customer Ship To Group Setup field descriptions
Entry
ARE Reports
Customer Entry Cash Receipts Worksheet Report overview
Customer Entry Cash Receipts Worksheet Report ranges and options
Customer Entry Lockbox Import Report overview
Customer Entry Lockbox Import Report ranges and options
Customer Entry Lockbox Import Report sample
Customer Entry Batch Update Report overview
Customer Entry Batch Update Report ranges and options
Customer Entry Journal Print Report overview
Customer Entry Journal Print Report ranges and options
Customer Entry Journal Print Report sample
Customer Entry Lockbox Update Report overview
Customer Entry Lockbox Update Report ranges and options
Customer Entry Lockbox Update Report sample
Customer Entry Roll Balances Report overview
Customer Entry Roll Balances Report ranges and options
Customer Entry Roll Balances Report sample
Customer Entry Statement Print Report overview
Customer Entry Statement Print Report ranges and options
Customer Entry Invoice Print Report overview
Customer Entry Invoice Print Report ranges and options
Customer Entry eBill Statement Print Report overview
Customer Entry eBill Statement Print Report ranges and options
Customer Maintain Transaction Entry overview
Customer Maintain Transaction Entry - Open Item Maintenance overview
Customer Maintain Transaction Entry - Open Item Maintenance field descriptions
Customer Maintain Transaction Entry - Split Scheduled Payment overview
Customer Maintain Transaction Entry - Split Scheduled Payment field descriptions
Customer Transaction Entry overview
Customer Transaction Entry field descriptions
Customer Transaction Entry - Customer Transaction field descriptions
Customer Lockbox Batch Maintenance Entry overview
Customer Cash Receipt Entry overview
Customer Cash Receipt Entry field descriptions
Customer Cash Receipt Entry - Entry Defaults overview
Customer Cash Receipt Entry - Entry Defaults field descriptions
Customer Cash Receipt Entry - Detail - Invoices overview
Customer Cash Receipt Entry - Detail - Credits overview
Customer Cash Receipt Entry - Detail - Debits overview
Customer Cash Receipt Entry - Detail - Quick Entry overview
Customer Cash Receipt Entry - Detail - Quick Entry field descriptions
Customer Cash Receipt Entry - Detail - Miscellaneous Cash overview
Customer Cash Receipt Entry - Detail - Ready for Update overview
Customer Lockbox Entry overview
Customer Lockbox Entry field descriptions
Customer Maintain Balance Entry overview
Customer Maintain Balance Entry field descriptions
Customer Payment Reversal Entry overview
Customer Payment Reversal Entry field descriptions
Customer Payment Reversal Entry - Payment Reversal detail overview
Customer Payment Reversal Entry - Payment Reversal detail field descriptions
Reports
Customer Transaction Activity Report overview
Customer Transaction Activity Report ranges and options
Customer Transaction Activity Report sample
Customer Credit Report overview
Customer Credit Report ranges and options
Customer Preliminary Liens Report overview
Customer Preliminary Liens Report ranges and options
Customer Alpha Customer List Report overview
Customer Alpha Customer List Report ranges and options
Customer Payment History Analysis Report overview
Customer Payment History Analysis Report ranges and options
Customer Master List Report overview
Customer Master List Report ranges and options
Customer Balancing Audit Report overview
Customer Balancing Audit Report ranges and options
Customer Balancing Audit Report sample
Customer Credit Reference Report overview
Customer Credit Reference Report ranges and options
Customer Lock Box Master List Report overview
Customer Lock Box Master List Report sample
Customer Payment History Master List Report overview
Customer Ship To Master List Report overview
Customer Period Analysis Report overview
Customer Period Analysis Report ranges and options
Customer Credit Card Manager Report overview
Customer Credit Card Manager Report ranges and options
Customer Group Master Report overview
Customer Group Master Report ranges and options
Customer Trial Balance Report overview
Customer Trial Balance Report ranges and options
Customer Trial Balance Report sample
Customer Credit Card Status Report overview
Customer Credit Card Status Report ranges and options
Customer Master Billing List Report overview
Customer Credit Card Reprocess Stale Files Report overview
Customer Ship To Group Master List Report overview
Customer Ship To Group Master List Report ranges and options
Customer Open Activity Report overview
Customer Open Activity Report ranges and options
Customer Credit Early Warning Report overview
Customer Credit Early Warning Report ranges and options
Customer Credit Early Warning Report sample
Customer Group Activity Report overview
Customer Group Activity Report ranges and options
Customer Days to Pay Report overview
Customer Days to Pay Report ranges and options
Customer Days to Pay Report sample
Administration
ARA Reports
Customer Administration Set Aging Periods Report overview
Customer Administration Set Aging Periods Report ranges and options
Customer Administration Change Customer Number Report overview
Customer Administration Change Customer Number Report ranges and options
Customer Administration Keyword Build Report overview
Customer Administration Year End Report overview
Customer Administration Change Ship To Report overview
Customer Administration Change Ship To Report ranges and options
Customer Administration Loyalty Program Report overview
Customer Administration Loyalty Program Report ranges and options
Customer Administration Loyalty Program Report sample
Customer Administration Customer Exemption Export Report overview
Customer Administration Customer Exemption Export Report ranges and options
Customer Service Charge Administration overview
Customer Service Charge Administration field descriptions
Vendors
Setting up and maintaining vendors
Adding a vendor record
Copying a vendor record
Maintaining a vendor record
Inactivating a vendor record
Activating a vendor ship from
Inactivating a vendor ship from record
Deleting a vendor record
Selecting a reconciliation cost type
Preventing purchase order entry for a vendor
Preventing purchase order entry for a vendor ship from
Setting up an invoice group
Setting up a default AP Variance account
Setting up ION Process Invoice settings to receive the EDI 810 inbound
Setting up matching tolerances for a vendor
Setting up vendor defaults for Vendor AP Invoice Center Entry processing
Setting up net billing
Setting up automatic vendor repricing
Using Vendor Invoice Center
Getting started with Vendor Invoice Center Entry
Entering invoices and miscellaneous transactions
Entering an expense invoice
Entering a credit memo from a vendor
Entering a debit memo for a vendor invoice
Entering a miscellaneous credit for a vendor
Entering a vendor rebate
Entering a reversal of a vendor invoice or other charges
Entering a third-party addon
Maintaining vendor group transactions
Suspending or unsuspending vendor group transactions
Costing purchase orders
Defining your PO costing workflow
Entering and matching trade invoices to purchase orders
Costing purchase orders using Quick Line Entry
Costing on-invoice addons
Costing not-for-resale items
Costing Supplier Warranty Allowance products
Handling vendor invoice out-of-tolerance conditions
Overriding invoice tolerances without paying the variance amount
Paying/settling invoices
Manually prepaying a vendor
Manually paying a new invoice
Manually paying an invoice
Manually scheduling payments for a vendor group transaction
Paying invoices automatically
Preventing automatic payment of invoices in Vendor Group EDI Invoice Processing
Splitting a vendor payment
Paying a disputed vendor
Updating groups using the Vendor Entry Group Update/Reconcile Invoices Report
Updating groups using the Final Update function in Vendor Invoice Center Entry
Setting up a BACS flat file format
Setting up a vendor for BACS flat file processing
Generating a BACS flat file payment run
Applying miscellaneous credits
Floor Planning
Setting up floor plan terms
Entering a floor plan invoice
Reconciling floor plan invoices
Supplier Access
Setting up vendors for Supplier Access
Setting up vendor ship froms for Supplier Access
Form and field descriptions
Inquiry
Vendor Inquiry overview
Vendor Inquiry field descriptions
Vendor Inquiry - General overview
Vendor Inquiry - General field descriptions
Vendor Inquiry - Ship From overview
Vendor Inquiry - Ship From field descriptions
Vendor Inquiry - Transactions overview
Vendor Inquiry - Transactions field descriptions
Vendor Inquiry - History overview
Vendor ACH Inquiry overview
Vendor ACH Inquiry field descriptions
Setup
Vendor Setup overview
Vendor Setup - New overview
Vendor Setup - General overview
Vendor Setup - General field descriptions
Vendor Setup - Ordering overview
Vendor Setup - Ordering field descriptions
Vendor Setup - General Ledger overview
Vendor Setup - General Ledger field descriptions
Vendor Setup - Taxing overview
Vendor Setup - Taxing field descriptions
Vendor Setup - eCommerce overview
Vendor Setup - eCommerce field descriptions
Vendor Setup - eCommerce - Select Email Address overview
Vendor Setup - Reconcile overview
Vendor Setup - Reconcile field descriptions
Vendor Setup - Route overview
Vendor Setup - Route field descriptions
Vendor Setup - Supplier Access overview
Vendor Setup - Supplier Access field descriptions
Vendor Setup - Copy overview
Vendor Ship From Setup overview
Vendor Ship From Setup - New overview
Vendor Ship From Setup - New field descriptions
Vendor Ship From Setup - General overview
Vendor Ship From Setup - General field descriptions
Vendor Ship From Setup - eCommerce overview
Vendor Ship From Setup - eCommerce field descriptions
Vendor Ship From Setup - eCommerce - Select Email Address overview
Vendor Ship From Setup - Route overview
Vendor Ship From Setup - Route field descriptions
Vendor Ship From Setup - Copy overview
Vendor Federal Tax Setup overview
Vendor Federal Tax Setup field descriptions
Vendor Purchase History Setup overview
Vendor Purchase History Setup field descriptions
Vendor Default Setup overview
Vendor Default Setup field descriptions
Entry
Vendor Invoice Group Entry overview
Vendor Invoice Group Entry field descriptions
Vendor Invoice Group Entry - Copy overview
Vendor Invoice Group Entry - Copy field descriptions
APE Reports
Vendor Entry Payment Action Report overview
Vendor Entry Payment Action Report ranges and options
Vendor Entry Batch Update Report overview
Vendor Entry Batch Update Report ranges and options
Vendor Entry Group Update/Reconcile Invoices Report overview
Vendor Entry Group Update/Reconcile Invoices Report ranges and options
Vendor Entry Group Update/Reconcile Invoices Report sample
Vendor Entry Group EDI Invoice Processing Report overview
Vendor Entry Group EDI Invoice Processing Report ranges and options
Vendor Entry Journal Print Report overview
Vendor Entry Journal Print Report ranges and options
Vendor Entry Journal Print Report sample
Vendor Entry Batch Reconciliation Report overview
Vendor Entry Batch Reconciliation Report ranges and options
Vendor Entry Audit Report overview
Vendor Entry Audit Report ranges and options
Vendor Entry Pay Invoices Due Report overview
Vendor Entry Pay Invoices Due Report ranges and options
Vendor Entry Pay Invoices Due Report sample
Vendor Entry Check Print Report overview
Vendor Entry Check Print Report ranges and options
Vendor Modify Manual Address Entry overview
Vendor Modify Manual Address Entry field descriptions
Vendor Invoice Center Entry overview
Vendor Invoice Center Entry - Entry Defaults overview
Vendor Invoice Center Entry - Entry Defaults field descriptions
Vendor Invoice Center Entry - Invoice Detail overview
Vendor Invoice Center Entry - Invoice Detail - Create overview
Vendor Invoice Center Entry - Invoice Detail - Create field descriptions
Vendor Invoice Center Entry - Invoice Detail - Manual Payment overview
Vendor Invoice Center Entry - Invoice Detail - Purchase Orders overview
Vendor Invoice Center Entry - Invoice Detail - Purchase Order Header - Create/Update overview
Vendor Invoice Center Entry - Invoice Detail - Purchase Order Header - Create field descriptions
Vendor Invoice Center Entry - Invoice Details - Purchase Order Header - Create - Quick Line Entry overview
Vendor Invoice Center Entry - Invoice Details - Purchase Order Header - Create - Quick Line Entry field descriptions
Vendor Invoice Center Entry - Invoice Detail - PO Detail overview
Vendor Invoice Center Entry - PO Line Detail field descriptions
Vendor Invoice Center Entry - Invoice Detail - Addons overview
Vendor Invoice Center Entry - Invoice Detail - Terms overview
Vendor Invoice Center Entry - Apply Credits overview
Vendor Invoice Center Entry - Final Update overview
Vendor Floor Plan Acceptance Entry overview
Vendor Floor Plan Acceptance Entry - Update overview
Vendor Floor Plan Acceptance Entry - Update field descriptions
Vendor Floor Plan Acceptance Entry - Summary Details overview
Vendor Apply Miscellaneous Credit Entry overview
Vendor Apply Miscellaneous Credit Entry - Apply Miscellaneous Credits to Invoices overview
Vendor Apply Miscellaneous Credit Entry -Update overview
Vendor Apply Miscellaneous Credit Entry - Update field descriptions
Vendor Maintain Transaction Entry overview
Vendor Maintain Transaction Entry field descriptions
Vendor Maintain Transaction Entry - Open Item Maintenance overview
Vendor Maintain Transaction Entry - Open Item Maintenance field descriptions
Vendor Maintain Transaction Entry - Split Scheduled Payments overview
Vendor Maintain Transaction Entry - Split Scheduled Payments field descriptions
Vendor Change Purchase Order Stage Entry overview
Vendor Change Purchase Order Stage Entry field descriptions
Vendor Edit Payment Selection Entry overview
Vendor Edit Payment Selection Entry field descriptions
Vendor Maintain Balance Entry overview
Vendor Maintain Balance Entry field descriptions
Reports
Vendor Transaction Activity Report overview
Vendor Transaction Activity Report ranges and options
Vendor Transaction Activity Report sample
Vendor Alpha Vendor List Report overview
Vendor Alpha Vendor List Report ranges and options
Vendor Margin Analysis Report overview
Vendor Margin Analysis Report ranges and options
Vendor Cash Requirements Report overview
Vendor Cash Requirements Report ranges and options
Vendor Purchase History Master List Report overview
Vendor Service Level Analysis Report overview
Vendor Service Level Analysis Report ranges and options
Vendor Cash Flow Report overview
Vendor Cash Flow Report ranges and options
Vendor Ship From Master List Report overview
Vendor Master List Report overview
Vendor Master List Report ranges and options
Vendor Trial Balance Report overview
Vendor Trial Balance Report ranges and options
Vendor Trial Balance Report sample
Vendor Goods and Services Tax Report overview
Vendor Period Analysis Report overview
Vendor Period Analysis Report ranges and options
Vendor Balancing Audit Report overview
Vendor Balancing Audit Report ranges and options
Vendor Balancing Audit Report sample
Administration
APA Reports
Vendor Administrator Change Vendor Number overview
Vendor Administrator Change Vendor Number ranges and options
Vendor Administrator Federal 1099 Print overview
Vendor Administrator Federal 1099 Print ranges and options
Vendor Administrator Vendor Classification overview
Vendor Administrator Vendor Classification ranges and options
Vendor Administrator Year End overview
Vendor Administrator Year End ranges and options
Vendor Administrator Keyword Build overview
Vendor Administrator Purge Inactive APEI Records overview
Contacts and Activities
Creating a contact record
Creating a task for a contact
Creating an activity
Creating an activity for a contact
Adding a note to an activity
Maintaining or deleting an activity
Closing an activity in the context application
Closing an activity in Infor Ming.le
Searching activities
Sales
Entering and maintaining sales orders
Entering a stock order
Creating a sales order using Quick Line Entry
Creating a sales order using Easy Line Entry
Creating sales orders from an Excel spreadsheet
Using the Shopping List to add lines to a sales order
Changing a line on an order
Moving lines on a sales order
Changing the hold status on orders in Sales Credit Release Inquiry
Entering stand-alone comment lines
Entering a subtotal line on a sales order
Applying addon charges to an order
Scanning products in Sales Order Entry
Expediting an order
Approving a sales order that is on hold
Changing the customer or ship to on a sales order
Changing the terms of a sales order on hold
Changing a customer's purchase order number
Attaching a manual rebate to a line item
Creating a sales order for a reserved product
Overriding a product restriction on a sales order
Selling serial or lot products
Selling substitute or upgrade products
Selling supersede and superseded products
Selling optional products from a list
Entering a tally product on a sales order
Viewing EDI errors and exceptions in Sales Order Entry
Changing the order type on a sales order
Negotiating a customer's price
Manipulating prices
Changing the price on a sales order
Manipulating prices in Sales Order Entry using margin percentage
Entering and calculating order discounts
Selecting a promotional price
Selling products for highest price paid
Canceling, deleting, and copying
Canceling a sales order
Canceling a sales order line
Copying a sales order
Copying lines from multiple orders to create a sales order
Setting up a new prospect
Copying a prospect
Deleting a prospect
Using order types
Entering a blanket order
Entering a correction
Entering a credit and rebill correction order
Entering a counter sale
Entering a direct order
Entering a drop-shipped line item
Entering a future order
Entering a standing order
Adding a blanket release
Creating a split to backorder release
Using order and line dispositions
Adding a JIT disposition to an order
Adding a Ship Complete disposition to an order
Adding a Tag and Hold disposition to an order
Adding a Will Call disposition to an order
Changing the disposition of an order
Releasing Tag and Hold orders
Adding the Line Ship Complete disposition to a line
Changing the back order limit on an order
Using order fulfillment
Entering a fulfillment order
Overriding warehouse selection and rules on a fulfillment order in Sales Order Entry
Overriding the billing code on a fulfillment order
Submitting a fulfillment order in Sales Order Entry
Submitting a fulfillment order in Sales Order Fulfillment Inquiry
Entering sales tax information
Adjusting sales taxes on an order
Adjusting sales taxes on a line
Adjusting sales taxes on a correction
Correcting invoices where the incorrect exemption certificate was applied
Correcting invoices with incorrect tax amounts due to improper Geo code
Correcting the order date for tax calculation
Correcting the taxing jurisdiction for DO PO and WT lines
Reversing tax on freight charges
Freight and shipping
Sending a shipping notification on-demand
Weight calculation for Freight Rate Shop
Shopping for freight rates in Sales Order Entry
Shopping for freight rates in Sales Shipping Feedback Entry
Setting up international export hold
Generating a Commercial Invoice Document
Tendering and accepting payments
Capturing a signature
Receiving a payment on account
Refunding change due
Tendering a counter sale payment
Tendering multiple payment types to different banks
Using a One Time Sale to receive on account
Balancing the cash drawer
Scanning a credit card during tendering
Scanning a debit card during tendering
Tendering zero quantity shipped orders
Untendering a counter sale
Credit cards
Adding a new credit card during sales order entry
Adding a new ACH record during sales order entry
Reauthorizing a credit card on authorization hold
Processing credit card purchases
Processing ACH purchases
Performing a non-refundable credit card transaction
Performing a One Time Sale credit card transaction
Performing a one-time ACH transaction
Performing a One Time Authorization credit card transaction
Using a Reference Transaction for a credit card RM order
Viewing credit card details for an order
Troubleshooting credit card processing
Processing invoices
Processing invoices
Managing invoice processing exceptions
Printing invoices on demand
Preventing an invoice from automatically printing
Entering returns
Entering a return merchandise order
Entering a return on a counter sale or stock order
Processing a one time return and credit
Automatically creating a PO RM from a sales order return
Exchanging products
Entering a lot product on a return merchandise sales order
Inquiring on customer orders
Answering questions about sales orders
Answering questions before an order is placed
Viewing order line history
Tracking the origin of a sales order
Exporting sales order data to Excel
Inquiring on orders by tracking number
Viewing tally components on a sales order
Working with ties
Automatically tying a single line to a source document
Automatically tying multiple lines to a source document
Selling stock from an alternate warehouse
Tying a sales quote to a VA quote
Tying a Do Not Reorder product to a warehouse transfer
Sourcing products using Supplier Access
Selling kit products
Selling a fabricated kit
Canceling a line on a fabricated kit sales order
Creating ties for BOD and nonstock kit components
Selling nonstock and special products
Entering a catalog product on an order
Entering a special product
Entering an order-as-needed product
Entering an order-as-needed nonstock product
Entering a nonstock product
Entering a nonstock kit
Inquiring on a nonstock product order
Selling a cross-referenced product
Selling a customer cross reference product
Selling a vendor cross reference product
Quotes
Quoting prices to customers in inquiries
Entering a quote order
Creating a quick quote
Creating a quick quote for a catalog product
Converting a quote order to a pricing record
Converting a quote order to a regular stock order
Reviewing quote orders
Revising quote orders
Approving a quote order on margin hold
Setting up margin hold criteria for quote orders
Canceling a quote order
Form and field descriptions - Sales
Inquiry
Sales Order Inquiry overview
Sales Order Inquiry field descriptions
Sales Order Inquiry - Header overview
Sales Order Inquiry - Line Detail overview
Sales Order Inquiry - Line Detail - One Time Rebate overview
Sales Order Inquiry - Line Detail - One Time Cost overview
Sales Order Inquiry - Line History overview
Sales Order Inquiry - Totals overview
Sales Order Inquiry - Taxes overview
Sales Order Inquiry - Taxes field descriptions
Sales Order Inquiry - Packages overview
Sales Order Inquiry - History overview
Sales Order Inquiry - Warehouse Logistics Inquiry overview
Sales Customer Pricing Inquiry overview
Sales Customer Pricing Inquiry - Pricing overview
Sales Customer Pricing Inquiry - Pricing Worksheet overview
Sales Customer Pricing Inquiry - Create Quote overview
Sales Customer Pricing Inquiry - Create Catalog overview
Sales Customer Pricing Inquiry - Create Catalog field descriptions
Sales Customer Pricing Inquiry - Customer Reservations overview
Sales Customer Pricing Inquiry - Warehouse Availability overview
Sales Customer Pricing Inquiry - Price Records overview
Sales Customer Pricing Inquiry - Rebates overview
Sales Order Fulfillment Inquiry overview
Fulfillment Order overview
Sales Credit Release Inquiry overview
Sales Credit Release Inquiry - Credit Release Detail overview
Sales Credit Release Inquiry - Credit Release Detail - Header overview
Sales Credit Release Inquiry - Credit Release Detail - Line Detail overview
Sales Credit Release Inquiry - Credit Release Detail - Customer overview
Sales Credit Release Inquiry - Credit Release Detail - Payments overview
Sales Credit Release Inquiry - Credit Release Detail - Transactions overview
Sales Credit Release Inquiry - Credit Release Detail - Customer Credit overview
Sales Credit Release Inquiry - Credit Release Detail - DNBi Integration overview
Sales Credit Release Inquiry - Header Fields overview
Sales Credit Release Inquiry - Header Fields field descriptions
Sales Credit Release Inquiry - Credit Card History overview
Sales Credit Release Inquiry - Credit Card Details overview
Sales Invoicing Exception Inquiry overview
Setup
Sales Commission Setup overview
Sales Commission Setup field descriptions
Sales Salesrep Setup overview
Sales Salesrep Setup field descriptions
Sales Order Fulfillment Setup overview
Sales Order Fulfillment Setup - Fulfillment Rules overview
Sales Order Fulfillment Setup - Fulfillment Rules field descriptions
Sales Order Fulfillment Setup - Preferred Warehouse List overview
Sales Order Fulfillment Setup - Preferred Warehouse List field descriptions
Sales Order Fulfillment Setup - Customer/Ship To List overview
Sales Order Fulfillment Setup - Customer/Ship To List field descriptions
Sales Prospect Setup overview
Sales Prospect Setup - General overview
Sales Prospect Setup - General field descriptions
Sales Prospect Setup - Information overview
Sales Prospect Setup - Information field descriptions
Sales Freight Rate Setup overview
Sales Freight Rate Setup field descriptions
Sales Freight Zone Setup overview
Sales Freight Zone Setup field descriptions
Sales Sales Rep Exception Setup overview
Sales Salesrep Exception Setup field descriptions
Entry
Sales Order Entry
Sales Order Entry - Collect Payment overview
Sales Order Entry - Collect Payment field descriptions
Sales Order Entry - Copy overview
Sales Order Entry - Copy field descriptions
Sales Order Entry - Copy - New Order Information overview
Copy - New Order Information field descriptions
Sales Order Entry - New Order Information - Select Lines overview
Sales Order Entry - Copy - New Pricing/Discounting Quote Record overview
Sales Order Entry - Import From Excel overview
Sales Order Entry - Import From Excel field descriptions
Sales Order Entry - Initiate overview
Sales Order Entry - Initiate field descriptions
Sales Order Entry - Create Order - Correction overview
Sales Order Entry - Create Order - Correction field descriptions
Sales Order Entry - Create Order - Floor Plan overview
Sales Order Entry - Create Order - Future Order overview
Sales Order Entry - Create Order - Return Merchandise overview
Sales Order Entry - Create Order - Return Merchandise field descriptions
Sales Order Entry - Order Entry - Blanket Order overview
Sales Order Entry - Order Entry - Direct Order overview
Sales Order Entry - Order Entry - Quote overview
Sales Order Entry - Order Entry - Standing Order overview
Sales Order Entry - Order Entry - Verify User Login overview
Sales Order Entry - Lost Business overview
Sales Order Entry - Maintain Customer Purchase Order overview
Sales Order Entry - Maintain overview
Sales Order Entry - Order Entry Defaults overview
Sales Order Entry - Order Entry Defaults field descriptions
Sales Order Entry - Print overview
Sales Order Entry - Print field descriptions
Sales Order Entry - Reassign Customer/Ship To overview
Sales Order Entry - Reassign Customer/Ship To field descriptions
Sales Order Entry - Receive On Account overview
Sales Order Entry - Receive On Account field descriptions
Sales Order Entry - Sales Order Fulfillment overview
Sales Order Entry - Select Products overview
Sales Order Entry - Advanced Line Entry overview
Sales Order Entry - Advanced Line Entry - Extended Fields - Customer Reservations overview
Sales Order Entry - Advanced Line Entry - Extended Fields - One Time Cost overview
Sales Order Entry - Advanced Line Entry - Extended Fields - One Time Rebate overview
Sales Order Entry - Advanced Line Entry - Extended Fields - One Time Rebate field descriptions
Sales Order Entry - Advanced Line Entry - Bin Allocation overview
Sales Order Entry - Advanced Line Entry - Bin Allocation - Allocate to Another Bin overview
Sales Order Entry - Advanced Line Entry - Bundles overview
Sales Order Entry - Advanced Line Entry - Comments overview
Sales Order Entry - Advanced Line Entry - Comments field descriptions
Sales Order Entry - Advanced Line Entry - Correction overview
Sales Order Entry - Advanced Line Entry - Correction field descriptions
Sales Order Entry - Advanced Line Entry - Cross Reference overview
Sales Order Entry - Advanced Line Entry - Customer Product overview
Sales Order Entry - Advanced Line Entry - Customer Product field descriptions
Sales Order Entry - Advanced Line Entry - Fabricated Kit Information overview
Sales Order Entry - Advanced Line Entry - Kits overview
Sales Order Entry - Advanced Line Entry - Kits - Add Component overview
Sales Order Entry - Advanced Line Entry - Kits - Add Component - Component Lots overview
Sales Order Entry - Advanced Line Entry - Kits - Add Component - Component Nonstock overview
Sales Order Entry - Advanced Line Entry - Kits - Add Component - Component Sourcing overview
Sales Order Entry - Advanced Line Entry - Kits - Add Component - Component Serials overview
Sales Order Entry - Advanced Line Entry - Kits - Cross Reference overview
Sales Order Entry - Advanced Line Entry - Kits - Add Group overview
Sales Order Entry - Advanced Line Entry - Kits - Delete Lines overview
Sales Order Entry - Advanced Line Entry - Kits - Multi-Comp Sourcing overview
Sales Order Entry - Multi-Line Sourcing overview
Sales Order Entry - Multi-Line Sourcing field descriptions
Sales Order Entry - Advanced Line Entry - Lots overview
Sales Order Entry - Advanced Line Entry - Manual Rebate overview
Sales Order Entry - Advanced Line Entry - Manual Rebate field descriptions
Sales Order Entry - Advanced Line Entry - Non-Stock overview
Sales Order Entry - Advanced Line Entry - Nonstock field descriptions
Sales Order Entry - Advanced Line Entry - Non-Stock Defaults overview
Sales Order Entry - Advanced Line Entry - Non-Stock Defaults field descriptions
Sales Order Entry - Advanced Line Entry - Optional Products overview
Sales Order Entry - Advanced Line Entry - Pricing overview
Sales Order Entry - Advanced Line Entry - Rebate overview
Sales Order Entry - Advanced Line Entry - Returns overview
Sales Order Entry - Advanced Line Entry - Returns Orders Containing Product overview
Sales Order Entry - Advanced Line Entry - Serials overview
Sales Order Entry - Advanced Line Entry - Sourcing overview
Sales Order Entry - Advanced Line Entry - Supersede Availability overview
Sales Order Entry - Advanced Line Entry - Tallies overview
Sales Order Entry - Advanced Line Entry - Tax Jurisdiction overview
Sales Order Entry - Advanced Line Entry - Tax Jurisdiction field descriptions
Sales Order Entry - Advanced Line Entry - Warehouse Availability overview
Sales Order Entry - Advanced Line Entry - Edit Lines overview
Sales Order Entry - Advanced Line Entry - Edit Lines - Pricing or Costing Worksheet overview
Sales Order Entry - Advanced Line Entry - Edit Lines - Multi-Line Sourcing overview
Sales Order Entry - Advanced Line Entry - Edit Lines - Multi-Line Move overview
Sales Order Entry - Advanced Line Entry - Edit Lines - Add Comment/Sub Total Line overview
Sales Order Entry - Advanced Line Entry - Edit Lines - Order Entry Line Fulfillment overview
Sales Order Entry - Advanced Line Entry - EDI Errors and Exceptions overview
Sales Order Entry - Advanced Line Entry - Create Catalog overview
Sales Order Entry - Advanced Line Entry - Create Catalog field descriptions
Sales Order Entry - Customer Order Settings overview
Sales Order Entry - Customer Order Settings field descriptions
Sales Order Entry - Customer Order Settings - View EDI Errors and Exceptions overview
Sales Order Entry - Easy Line Entry overview
Sales Order Entry - Easy Line Entry field descriptions
Sales Order Entry - Header Information overview
Sales Order Entry - Quick Line Entry overview
Sales Order Entry - Quick Line Entry field descriptions
Sales Order Entry - Return Multiple Line Entry overview
Sales Order Entry - Return Multiple Line Entry - Return Details overview
Sales Order Entry - Shopping List overview
Sales Order Entry - Shopping List - Past Sales overview
Sales Order Entry - Shopping List - Past Sales field descriptions
Sales Order Entry - Shopping List - Previous Orders overview
Sales Order Entry - Shopping List - Previous Orders field descriptions
Sales Order Entry - Shopping List - Product List overview
Sales Order Entry - Shopping List - Product List field descriptions
Sales Order Entry - Shopping List - Promotional Products overview
Sales Order Entry - Shopping List - Promotional Products field descriptions
Sales Order Entry - Shopping List - Customer Reservations overview
Sales Order Entry - Taxes & Totals overview
Sales Order Entry - Taxes & Totals field descriptions
Sales Order Entry - Taxes & Totals - Tax Details overview
Sales Order Entry - Taxes & Totals - Tax Detail field descriptions
Sales Order Entry - Taxes & Totals - Addons overview
Sales Order Entry - Taxes & Totals - Addons field descriptions
Sales Order Entry - Taxes & Totals - Discounts overview
Sales Order Entry - Taxes & Totals - Discounts field descriptions
Sales Order Entry - Taxes & Totals - Freight Rate Shop overview
Sales Order Entry - Taxes & Totals - Freight Rate Shop field descriptions
Sales Order Entry - Warehouse Logistics Counter Sales Shipping overview
Sales Order Entry - Warehouse Transfer Billing Orders overview
Sales Blanket Release Entry overview
Add Blanket Release field descriptions
OEE Reports
Sales Entry Handheld Delivery Report overview
Sales Entry Processing Acknowledgment Report overview
Sales Entry Processing Acknowledgments Report ranges and options
Sales Entry Processing Back Order Fill Report overview
Sales Entry Processing Back Order Fill Report ranges and options
Sales Entry Processing Cancel/Convert Orders Report overview
Sales Entry Journal Print overview
Sales Entry Journal Print ranges and options
Sales Entry Invoice Processing Report overview
Sales Entry Invoice Processing Report ranges and options
Sales Entry Bill of Lading Report overview
Sales Entry Bill of Lading Report ranges and options
Sales Entry Bill of Lading Report sample
Sales Entry Pick Tickets Report overview
Sales Entry Pick Tickets Report ranges and options
Sales Entry Sales Manager Update Report overview
Sales Entry Sales Manager Update Report ranges and options
Sales Entry Advance Shipping Notice (856) Report overview
Sales Entry Advance Shipping Notice (856) Report ranges and options
Sales Entry Quote Print Report overview
Sales Entry Quote Print Report ranges and options
Sales Entry Processing Print Manifest overview
Sales Entry Processing Print Manifest Report ranges and options
Sales Entry Processing Print Manifest Report sample
Sales Entry Processing Delivery Document Report overview
Sales Entry Processing Delivery Document Report ranges and options
Sales Shipping Feedback Entry overview
Sales Shipping Feedback Entry field descriptions
Sales Shipping Feedback Entry - Shipping Details Header overview
Sales Shipping Feedback Entry - Shipping Details - Header field descriptions
Sales Shipping Feedback Entry - Shipping Details Line Items overview
Sales Shipping Feedback Split to Backorder Entry overview
Sales Shipping Request Entry overview
Sales Shipping Request Entry - Shipping Request Details - Request overview
Sales Shipping Request Entry - Select An Address overview
Sales Shipping Request Entry - Shipping Request Details - Packages overview
Sales Shipping Request Entry - Shipping Request Document Print overview
Sales Drawer Transaction Entry overview
Sales Drawer Transaction Entry field descriptions
Sales Drawer Reconciliation Entry overview
Sales Drawer Reconciliation Entry field descriptions
Reports
Sales Allow Retotaling Report overview
Sales Allow Retotaling Report ranges and options
Sales Bill WT Orders Report overview
Sales Bill WT Orders Report ranges and options
Sales Cash Drawer Balance Report overview
Sales Cash Drawer Balance Report ranges and options
Sales Commercial Invoice Report overview
Sales Commercial Invoice Report ranges and options
Sales Configurator Import Report overview
Sales Configurator Import Report ranges and options
Sales Consolidated Invoice Report overview
Sales Consolidated Invoice Report ranges and options
Sales Demand Invoices Report overview
Sales Demand Invoices Report ranges and options
Sales Entry Whiteboard Whse Export overview
Sales Entry Whiteboard Whse Export ranges and options
Sales Export Data Report overview
Sales Export Data ranges and options
Sales FTC Compliance Report overview
Sales FTC Compliance Report ranges and options
Sales Goods and Services Tax Report overview
Sales Import Data Report overview
Sales Invoice Register Report overview
Sales Invoice Register Report ranges and options
Sales Master Entity Download Report overview
Sales Nonstock/Direct Order Inventory Report overview
Sales Nonstock/Direct Order Inventory Report ranges and options
Sales Order Audit Report overview
Sales Order Audit Report ranges and options
Sales Order Audit Report sample
Sales Order Master List Report overview
Sales Order Master List Report ranges and options
Sales Order Register Report overview
Sales Order Register Report ranges and options
Sales Package Analysis Report overview
Sales Package Analysis Report ranges and options
Sales Pre-Invoice Exceptions Report overview
Sales Pre-Invoice Exceptions Report ranges and options
Sales Report of Entities overview
Sales Sheets Report overview
Sales Sheets Report ranges and options
Sales Whiteboard Export Data overview
Sales Whiteboard Export Data ranges and options
Sales Warranty Returns Report overview
Sales Warranty Returns Report ranges and options
Form and field descriptions - Sales Manager
Reports
SM Tax Analysis Report overview
SM Government Tax Analysis Report ranges and options
SM Commission Report overview
SM Commission Report ranges and options
SM Extended Totals Hazardous Report overview
SM Government Tax Register Report overview
SM Government Tax Register Report ranges and options
SM Government Tax Register Report sample
SM Customer Sales History Report overview
SM Customer Master List Report overview
SM Return/Adjustment Analysis Report overview
SM Vendor Sales History Report overview
SM Extended Totals Product Category by Customer Report overview
SM Government Tax Recalculation Report overview
SM Government Tax Recalculation Report ranges and options
SM Product Category Sales History Report overview
SM Commission Master List Report overview
SM Non-Stock Sales Report overview
SM Product Category by Vendor Report overview
SM Administrator Customer Ranking Report overview
SM Extended Totals Warehouse/Product by Customer Report overview
SM Salesrep Sales History Report overview
SM Salesrep Information Master List Report overview
SM Rebate Report overview
SM Rebate Report ranges and options
SM Warehouse/Product by Vendor Report overview
SM Warehouse/Product Sales History Report overview
SM Service Level Analysis Report overview
SM Product Category Master List Report overview
SM Lost Business Report overview
SM Product Transfer/Resale-EDI 867 Report overview
SM Product Transfer/Resale-EDI867 Report ranges and options
SM Extended Product Category Sales History Report overview
SM Salesrep Sales Master List Report overview
SM Extended Warehouse/Product Sales History Report overview
SM Warehouse/Products Master List Report overview
SM Sales Analysis Report overview
SM Sales Analysis Report ranges and options
Purchasing
Entering and maintaining purchase orders
Creating a purchase order
Creating a purchase order using Easy Line Entry
Creating a purchase order from a nonstock order in order entry
Creating an accumulative purchase order
Creating a blanket PO and release
Maintaining a purchase order
Copying a purchase order
Manipulating the product price on a purchase order
Canceling a purchase order
Deleting a purchase order line
Applying addon charges to a purchase order
Applying auto vendor repricing to a purchase order
Distributing multiple VA PO addons
Manually tying an order in Purchase Order Entry
Automatically receiving a Direct Order PO
Approving a purchase order that is on hold
Correcting a wrong cost receipt
Correcting a wrong product receipt
Correcting an over or under receipt
Entering a tally bundle on a purchase order
Entering a tally product on a purchase order
Importing via spreadsheet
Excel spreadsheet formatting for purchase orders
Adding a comment to a PO line for import from Excel spreadsheet
Adding a note to a PO for import from Excel spreadsheet
Purchase order defaults
Setting up additional carrier and freight data
Printing purchase orders
Printing a purchase order
Printing multiple purchase orders
Manually returning acknowledged purchase orders to printed stage
Managing returns
Entering an RM purchase order
Tying a PO RM to a sales order return line
Copying a purchase order to a RM purchase order
Entering a core return
Returning a core product to the vendor
Returning tallies to vendors
Managing order controls
Updating ordering controls
Clearing ordering controls for OAN/DNR products
Setting up order point adjuster parameters
Setting up optional replenishment parameters
Replenishment process
Replenishing products using the Demand Center
Accepting and merging the PO RRAR
Merging history
Reviewing replenishment exceptions
Reviewing replenishment exceptions due to order point adjustments
Determining extra stock to purchase
Running the PO RRAR on demand
Running the PO RRAR with blank line items
Adding line items to a PO RRAR
Adding line items to a PO RRAR from the shopping list
Manually acknowledging purchase orders
Changing a vendor and repricing the PO RRAR
Refreshing the PO RRAR
Consolidating PO RRARs
Adjusting a PO RRAR to meet a target line buy
Deleting the PO RRAR
Applying auto vendor repricing during replenishment
Tracking documents
Entering a tracking document
Deleting lines from a tracking document
Deleting a tracking document
Purging inactive vessel and tracking documents
Form and field descriptions - Purchase
Inquiry
Purchase Order Inquiry overview
Purchase Order Inquiry field descriptions
Purchase Order Inquiry - Header overview
Purchase Order Inquiry - Line Detail overview
Purchase Order Inquiry - Totals overview
Purchase Order Inquiry - History overview
Purchase Order Inquiry - Custom overview
Purchase Order Inquiry - Warehouse Logistics Inquiry overview
Purchase Tally Calculator Inquiry overview
Purchase Tally Calculator Inquiry field descriptions
Entry
Purchase Demand Center
Purchase Demand Center Entry overview
Purchase Demand Center Entry field descriptions
Purchase Demand Center Entry - Add Blank RRAR overview
Purchase Demand Center Entry - Run PO RRAR Report overview
Purchase Demand Center Entry - Merge overview
Purchase Demand Center Entry - Merge field descriptions
Purchase Demand Center Entry - Refresh Documents overview
Purchase Demand Center Entry - Vendor Change overview
Purchase Demand Center Entry - Header overview
Purchase Demand Center Entry - Increase/Decrease overview
Purchase Demand Center Entry - Line Items overview
Purchase Demand Center Entry - Add/Edit Line overview
Purchase Demand Center Entry - Customer Forecast overview
Purchase Demand Center Entry - Line Item Information - Extended overview
Purchase Demand Center Entry - Line Item Information - Alternate Vendors overview
Purchase Demand Center Entry - Shopping List overview
Purchase Demand Center Entry - Product Search overview
Purchase Demand Center Entry- Messages overview
Purchase Order Entry
Purchase Order Entry - Header Information overview
Purchase Order Entry - Initiate overview
Purchase Order Entry - Initiate field descriptions
Purchase Order Entry - Select Products overview
Purchase Order Entry - Import from Excel overview
Purchase Order Entry - Purchase Order Settings overview
Purchase Order Entry - Purchase Order Settings field descriptions
Purchase Order Entry - Advanced Line Entry overview
Purchase Order Entry - Maintain overview
Purchase Order Entry - Maintain field descriptions
Purchase Order Entry - Entry Defaults overview
Purchase Order Entry - Entry Defaults field descriptions
Purchase Order Entry - Edit Lines overview
Purchase Order Entry - Copy overview
Purchase Order Entry - Copy field descriptions
Purchase Order Entry - Print overview
Purchase Order Entry - Print field descriptions
Purchase Order Entry - Review & Totals overview
Purchase Order Entry - Review & Totals field descriptions
Purchase Blanket Release Entry overview
Purchase Blanket Release Entry - Blanket Release Details overview
Purchase Blanket Release Entry - Details field descriptions
Purchase Batch Receiving Entry overview
Purchase Batch Receiving Entry - Set Receive to Yes overview
Purchase Batch Receiving Entry - Put Away Report overview
Put Away Report field descriptions
POE Reports
Purchase Entry Processing Print POs Report overview
Purchase Entry Processing Print POs Report ranges and options
Purchase Entry Recommended Replenishment Action Report overview
Purchase Entry Recommended Replenishment Action Report ranges and options
Purchase Entry VMI Product Activity Data EDI 852 Report overview
Purchase Entry VMI Product Activity Data EDI 852 Report ranges and options
Purchase Entry Load/Print Handheld Data Report overview
Purchase Entry Journal Print Report overview
Purchase Entry Journal Print Report ranges and options
Purchase Entry Processing Convert POs Report overview
Purchase Entry VMI Initial Product Data Load Report overview
PO Entry VMI Initial Product Data Load ranges and options
Purchase Entry Processing Receiving Advice EDI 861 Report overview
PO Entry Processing Receiving Advice EDI 861 ranges and options
Purchase Entry RRAR Merge Process Report overview
Purchase Entry RRAR Merge Process Report ranges and options
Purchase Entry Handheld PO Receiving Update Report overview
Purchase Entry Processing Open PO Cost Update Report overview
Purchase Entry Processing Open PO Cost Update Report ranges and options
Purchase Entry Program Purchase Report overview
Purchase Entry Program Purchase Report ranges and options
Purchase Entry Customer Owned Purchase Report overview
Purchase Entry Customer Owned Purchase Report ranges and options
Purchase Entry Customer Owned Purchase Report sample
Purchase Manual Acknowledgment Entry overview
Purchase Manual Acknowledgment Entry field descriptions
Purchase Receipt of Inventory Entry
Purchase Receipt of Inventory Entry overview
Purchase Receipt of Inventory Entry - Purchase Order Details overview
Purchase Receipt of Inventory Entry - Purchase Order Details - Quick View overview
Purchase Receipt of Inventory Entry - Purchase Order Details - Quick View field descriptions
Reports
Purchase PO Audit Report overview
Purchase Blanket Order Report overview
Purchase Pre-Receiving Report overview
Purchase Excessive Safety Allowance Report overview
Purchase Receiver # Report overview
Purchase Nonstock/Special Items Report overview
Purchase Non-Stock/Special Items Report ranges and options
Purchase Exceptions Report overview
Purchase Receiver # Verification Report overview
Purchase Return On Additional Investment Report overview
Purchase Usage Analysis Report overview
Purchase Master List Report overview
Purchase Expedite Report overview
Purchase PO Purchase Analysis Report overview
Purchase Buyers Threshold Report overview
Purchase Order Register Report overview
PO Order Register Report ranges and options
Purchase Demand Print Report overview
Purchase Demand Print Report ranges and options
Purchase Demand Print Report sample
Purchase Reports Receiving Update Report overview
Purchase Reports Receiving Update Report ranges and options
Purchase Reports Receiving Update Report sample
Form and field descriptions - Overseas Trade
Inquiry
OT Tracking Inquiry overview
OT Tracking Inquiry - Details - Header overview
OT Tracking Inquiry - Details - Totals overview
OT Tracking Inquiry - Details - Lines overview
OT Tracking Inquiry - Details - Lines - Line Comments overview
OT Vessel Inquiry overview
OT Vessel Inquiry - Vessel Inquiry - Header overview
OT Vessel Inquiry - Vessel Inquiry - Line Detail overview
Entry
OT Transaction Entry overview
OT Transaction Entry - Details - Header overview
OT Transaction Entry - Details - Header field descriptions
OT Transaction Entry - Details - Totals overview
OT Transaction Entry - Details - Total field descriptions
OT Transaction Entry - Details - Lines overview
OT Transaction Entry - Transaction Entry Details - Lines - Add PO Lines overview
OT Transaction Entry - Transaction Entry Details - Lines - Add PO Lines field descriptions
OT Transaction Entry - Quick Tracking Process overview
OT Vessel Entry overview
OT Vessel Entry - Overseas Trade Details - Header overview
OT Vessel Entry - Overseas Trade Details - Header field descriptions
OT Vessel Entry - Overseas Trade Details - Lines overview
OT Vessel Entry - Overseas Trade Details - Lines - Add Tracking to Vessel overview
OT Vessel Entry - Add Tracking to Vessel field descriptions
Reports
OT Admin Purge Tracking and Vessel Documents overview
OT Admin Purge Tracking and Vessel Documents ranges and options
OT Admin Purge Tracking and Vessel Documents sample
OT Tracking Master List Report overview
OT Tracking Master List Report ranges and options
OT Tracking Master List Report sample
OT Vessel Master List overview
OT Vessel Master List Report ranges and options
OT Vessel Master List Report sample
Products
Setting up products and product lines
Adding a new product line
Adding a new product record
Setting up labor products
Setting up core products
Copying a product record
Deleting a product record
Adding warehouse records
Creating a warehouse product from a catalog product
Assigning alternate vendors to a product
Setting up an alternate warehouse
Managing NCNR products
Managing surplus stock
Excluding a product from automatic vendor repricing
Setting up a certification or license record
Setting up a product restriction record
Setting up products for product configurator
Setting up multiple records for special price/cost products
Setting up a Catch Weight product
Product defaults
Defining a country of origin
Defining an ECCN code
Defining Incoterms and freight terms
Setting up tariff rates
Enabling expanded product numbers
Printing an expanded product number in reports
Assigning an alternate product group to a stock or catalog product
Setting up a product sourcing restriction record
Setting Up ABC Stratification and ranking logic
Implementing ABC Stratification
Setting up environmental handling fees
Setting up environmental handling fee exemptions
Creating an MSDS sheet
Printing an MSDS sheet
Cut/dimensional products
Setting up products for dimensional cutting
Tiers and preferences
Setting up tiers and preferences
Setting up for tiers and preferences usage and replenishment
Tally products
Tally bundle product setup
Setting up a tally product
Setting up and maintaining a tally bundle ID
Adjusting product levels
Adjusting product levels
Adjusting usage for seasonal products
Adjusting usage for stocked-out products
Managing products with exceptional usage
Overriding lead time
Reserving stock for customers
Entering a manual warehouse transfer
Evaluating inventory using ABC Stratification
Returning or transferring surplus stock
Overriding allocated product amounts on an order
Removing damaged products from unavailable inventory
Importing products
Setting up Product Import
Setting up import definitions for Product Import
Setting up new product defaults for Product Import
Setting up price cost multipliers for Product Import
Importing product records
Creating product records from an import file
Editing data for product import
Excel spreadsheet formatting for a manual product list
Transferring local import files to a shared file system
Serial and lot products
Setting up serial and lot products
Creating a Character Removal record
Recording serial numbers
Recording lot numbers
Removing characters from serial numbers
Scanning serial numbers
Cross-referenced products
Setting up an alternative or reference product cross-reference record
Setting up a customer product cross-reference record
Setting up a vendor product cross-reference record
Assigning alternate vendors to a product
Reactivating order as needed-nonstock products
Setting up a non-specific unit conversion
Setting up a product-specific unit conversion
Nonstock products
Monitoring nonstock products in the warehouse
Converting a single nonstock product to a stocked product
Converting a nonstock product to an OAN nonstock
Converting multiple nonstock products to a stocked product
Adjusting or correcting NS/DO transactions
Adjusting nonstock product broken ties
Creating a catalog product from a nonstock order in Sales Order Entry
Using Event Manager to manage nonstock inventory
Excluding a catalog product from automatic vendor repricing
Product lists
Creating a product list in Product List Setup
Maintaining a product list in Product List Setup
Creating a product list in Product Setup
Maintaining a product list in Product Setup
Deleting a product list
Forecasting
Creating a forecast
Adding products to a forecast
Importing a forecast
Activating an inactive forecast
Exporting a forecast
Inactivating a forecast
Deleting a forecast
LIFO/FIFO valuation
Setting up the base year LIFO valuation
Setting up LIFO layer records
Cartonization
Implementing cartonization
Manually assigning products to cartons
Manually assigning a nonstock to a carton
Changing automatically assigned cartons
Deleting cartons on a sales order or warehouse transfer
Automatically assigning cartons in the Cartonization Center
Manually combining sales orders or transfers for shipment
Shipping cartons
Printing labels in the Cartonization Center
Form and field descriptions - Products
Inquiry
Product Inquiry overview
Product Inquiry - General overview
Product Inquiry - General field descriptions
Product Inquiry - Pricing overview
Product Inquiry - Pricing field descriptions
Product Inquiry - Transactions overview
Product Inquiry - Transactions field descriptions
Product Inquiry - Unavailable overview
Product Inquiry - Unavailable field descriptions
Product Inquiry - Replenishment overview
Product Inquiry - Replenishment field descriptions
Product Inquiry - Cross Reference overview
Product Inquiry - Cross Reference field descriptions
Product Inquiry - Components overview
Product Inquiry - Components field descriptions
Product Inquiry - Service Warranty overview
Product Inquiry - Service Warranty field descriptions
Product Inquiry - Cores overview
Product Inquiry - Core field descriptions
Product Availability Inquiry overview
Product Availability Inquiry field descriptions
Product Availability Inquiry - Product overview
Product Availability Inquiry - Product field descriptions
Product Availability Inquiry - Product - Customer Reservations overview
Product Availability Inquiry - Warehouse Availability overview
Product Availability Inquiry - Warehouse Availability field descriptions
Product Availability Inquiry - Future overview
Product Availability Inquiry - Future field descriptions
Product Availability Inquiry - Cross Reference overview
Product Availability Inquiry - Cross Reference field descriptions
Product Availability Inquiry - Components overview
Product Availability Inquiry - Components field descriptions
Product Tally Bundle Mix Inquiry overview
Product Tally Bundle Mix Inquiry field descriptions
Product Tally Bundle Mix Inquiry - Bundles field descriptions
Product Tally Bundle Mix Inquiry - Components field descriptions
Product Core Inquiry overview
Product Core Inquiry - Master overview
Product Core Inquiry - Master field descriptions
Product Core Inquiry - Transaction overview
Product Core Inquiry - Transaction field descriptions
Product Core Inquiry - Allocation overview
Product Core Inquiry - Allocation field descriptions
Product Core Inquiry - Vendor overview
Product Core Inquiry - Vendor field descriptions
Product Storeroom Recovery Inquiry overview
Setup
Product Setup overview
Product Setup field descriptions
Product Setup - General overview
Product Setup - General field descriptions
Product Setup - General - Multiple Language Setup overview
Product Setup - General - Multiple Language Setup field descriptions
Product Setup - Pricing overview
Product Setup - Pricing field descriptions
Product Setup - Cores &Â Configurator overview
Product Setup - Cores & Configurator field descriptions
Product Setup - Intrastat overview
Product Setup - Intrastat field descriptions
Product Setup - Cut overview
Product Setup - Cut field descriptions
Product Setup - Warehouse Products overview
Product Setup - Warehouse Products field descriptions
Product Setup - Product List overview
Product Setup - Cartonization overview
Product Warehouse Product Setup overview
Product Warehouse Product Setup - New overview
Product Warehouse Product Setup - New field descriptions
Product Warehouse Product Setup - Catalog Inventory Create - Defaults overview
Product Warehouse Product Setup - Catalog Inventory Create - Defaults field descriptions
Product Warehouse Product Setup - Copy overview
Product Warehouse Product Setup - Copy field descriptions
Product Warehouse Product Setup - General overview
Product Warehouse Product Setup - General field descriptions
Product Warehouse Product Setup - Ordering overview
Product Warehouse Product Setup - Ordering field descriptions
Product Warehouse Product Setup - Ordering - Usage overview
Product Warehouse Product Setup - Ordering - Lead Time History overview
Product Warehouse Product Setup - Ordering - Lead Time History field descriptions
Product Warehouse Product Setup - Taxing overview
Product Warehouse Product Setup - Taxing field descriptions
Product Warehouse Product Setup - Costs overview
Product Warehouse Product Setup - Costs field descriptions
Product Warehouse Product Setup - Storeroom overview
Product Warehouse Product Setup - Storeroom field descriptions
Product Warehouse Product Setup - Warehouse Logistics overview
Warehouse Products Setup - Warehouse Logistics field descriptions
Product Extended Lot Number Setup overview
Product Extended Lot Number Setup - General overview
Product Extended Lot Number Setup - General field descriptions
Product Extended Lot Number Setup - Cuts overview
Product Extended Lot Number Setup - History overview
Product Extended Serial Number Setup overview
Product Extended Serial Number Setup field descriptions
Product Catalog Setup overview
Product Catalog Setup field descriptions
Product Catalog Setup - General overview
Product Catalog Setup - General field descriptions
Product Catalog Setup - Pricing overview
Product Catalog Setup - Pricing field descriptions
Product Catalog Setup - Intrastat overview
Product Catalog Setup - Intrastat field descriptions
Product Catalog Setup - Cartonization overview
Product Line Setup overview
Product Line Setup field descriptions
Product Line Setup - General overview
Product Line Setup - General field descriptions
Product Line Setup - Order overview
Product Lines Setup - Order field descriptions
Product Line Setup - Tax overview
Product Line Setup - Tax field descriptions
Product Special Price/Cost Setup overview
Product Special Price/Cost Setup field descriptions
Product Extended Unit Conversion Setup overview
Product Extended Unit Conversion Setup field descriptions
Product Additional Bin Location Setup overview
Product Additional Bin Location Setup field descriptions
Product Extended Product Cross Reference Setup overview
Product Extended Product Cross Reference Setup - Customer overview
Product Extended Product Cross Reference Setup - Customer field descriptions
Product Extended Product Cross Reference Setup - Reference overview
Product Extended Product Cross Reference Setup - Reference field descriptions
Product Extended Product Cross Reference Setup - Vendor overview
Product Extended Product Cross Reference Setup - Vendor field descriptions
Product Warehouse Description Setup overview
Product Warehouse Description Setup - New overview
Product Warehouse Description Setup - New field descriptions
Product Warehouse Description Setup - Copy overview
Product Warehouse Description Setup - General overview
Product Warehouse Description Setup - General field descriptions
Product Warehouse Description Setup - Count overview
Product Warehouse Description Setup - Count field descriptions
Product Warehouse Description Setup - Extended overview
Product Warehouse Description Setup - Extended field descriptions
Product Warehouse Description Setup - Taxing overview
Product Warehouse Description Setup - Taxing field descriptions
Product Warehouse Description Setup - Other overview
Product Warehouse Description Setup - Other field descriptions
Product Warehouse Description Setup - Route overview
Product Warehouse Description Setup - Route field descriptions
Product Warehouse Description Setup - eCommerce overview
Product Warehouse Description Setup - eCommerce field descriptions
Product Warehouse Description Setup - Storeroom overview
Product Warehouse Description Setup - Storeroom field descriptions
Product Warehouse Description Setup - Cartonization overview
Product GL Distribution Setup overview
Product GL Distribution Setup field descriptions
Product Extended Warehouse Cross Reference Setup overview
Product Extended Warehouse Cross Reference Setup field descriptions
Product Extended Serial Formatting Setup overview
Product Extended Serial Formatting Setup field descriptions
Product Extended FIFO Setup overview
Product Hazardous Information Setup overview
Product Hazardous Information Setup field descriptions
Product Hazardous Information Setup - Hazardous Information overview
Product Hazardous Information Setup - Hazardous Information field descriptions
Product UPC Number Setup overview
Product UPC Number Setup field descriptions
Product ABC Stratification Setup overview
Product ABC Stratification Setup field descriptions
Product Extended Tally Bundle Setup overview
Product Customer Grace Period Setup overview
Product Customer Grace Period Setup field descriptions
Product List Setup overview
Product List Setup field descriptions
Product List Setup - Multiple Language Setup overview
Product Replenishment Setup overview
Product Replenishment Setup field descriptions
Product Replenishment Setup - Ranking overview
Product Replenishment Setup - Ranking field descriptions
Product Replenishment Setup - Ranking - Detail Rank Records overview
Product Replenishment Setup - Ranking - Detail Rank field descriptions
Product Replenishment Setup - Usage overview
Product Replenishment Setup - Usage field descriptions
Product Replenishment Setup - Usage - Usage Rate Cost Matrix overview
Product Replenishment Setup - Usage - Usage Rate Cost Matrix field descriptions
Product Replenishment Setup - Rounding overview
Product Replenishment Setup - Rounding field descriptions
Product Replenishment Setup - Priority overview
Product Replenishment Setup - Priority field descriptions
Product Replenishment Setup - Exceptions overview
Product Replenishment Setup - Exceptions field descriptions
Product Replenishment Setup - Adjusters overview
Product Replenishment Setup - Adjusters field descriptions
Product Replenishment Setup - Lead Time overview
Product Replenishment Setup - Lead Time field descriptions
Product Warehouse Description Payment Types Setup overview
Product Warehouse Description Payment Types Setup field descriptions
Product Extended Product Info Exception Setup overview
Product Extended Product Info Exception Setup field descriptions
Product Restriction Setup overview
Product Restriction Setup field descriptions
Product Restriction Setup - General overview
Product Restriction Setup - General field descriptions
Product Restriction Setup - Customer Detail overview
Product Restriction Setup - Customer Detail field descriptions
Product Certification/License Setup overview
Product Certification/License Setup field descriptions
Product Sourcing Restriction Setup overview
Product Sourcing Restriction Setup field descriptions
Product Customer Reservation/Forecast Setup overview
Product Customer Reservation/Forecast Setup - Copy field descriptions
Product Customer Reservation/Forecast Setup - General overview
Product Customer Reservation/Forecast Setup - General field descriptions
Product Customer Reservation/Forecast Setup - Detail overview
Product Customer Reservation/Forecast Setup-Detail field descriptions
Product Customer Reservation/Forecast Setup - Product Detail overview
Product Customer Reservation/Forecast Setup - Product Detail field descriptions
Product Environmental Handling Fee Setup overview
Product Environmental Handling Fee Setup field descriptions
Product Environmental Handling Fees Exemptions Setup overview
Environmental Handling Fees Exemptions Setup field descriptions
Product Cash Drawer Setup overview
Product Cash Drawer Setup field descriptions
Product Cartonization Package Setup overview
Entry
Product Bin Maintenance Entry overview
Product Count Entry Overview
Product Adjustment Entry overview
Product Adjustment Entry field descriptions
Product Adjustment Entry - Update Serial Numbers overview
Product Adjustment Entry - Update Lots overview
Product Adjustment Entry - Printer Settings overview
Product Maintain Cost Entry overview
Product Unavailable Inventory Entry overview
Product Unavailable Inventory Entry - Move or Modify overview
Product Unavailable Inventory Entry - Move or Modify field descriptions
Product Unavailable Inventory Entry - Serials overview
Product Unavailable Inventory Entry - Lots overview
Product Adjust Non-Stock/Direct Order Entry overview
ICE Reports
Product Entry Load/Print Handheld Data Report overview
Product Entry Load/Print Handheld Data Report ranges and options
Product Entry Import Average Cost Report overview
Product Entry Import Average Cost Report ranges and options
Product Entry Cycle Count Report overview
Product Entry Cycle Count Report ranges and options
Product Entry Physical Count Report overview
Product Entry Physical Count Report ranges and options
Product Entry Physical Count Report sample
Product Entry Journal Print Report overview
Product Entry Journal Print Report ranges and options
Product Entry Physical Reconciliation Report Overview
Product Entry Physical Reconciliation Report ranges and options
Product Entry Count Update Report overview
Product Entry Count Update Report ranges and options
Product Entry Count Quantity Recalculation Report overview
Product Entry Count Quantity Recalculation Report ranges and options
Product Entry Label Printing Report overview
Product Entry Label Printing Report ranges and options
Product Entry Handheld Export/Import Report overview
Product Entry Handheld Export/Import Report ranges and options
Product Entry Control Non Stock Count Report overview
Product Entry Control Non Stock Count Report ranges and options
Product Entry Storeroom Count Report overview
Product Entry Storeroom Count Report ranges and options
Product Entry Ticket/Count Sheet Reprint Report overview
Product Entry Ticket/Count Sheet Reprint ranges and options
Product Entry Missing Product Report overview
Product Entry Missing Product Report ranges and options
Product Entry Count Results Report overview
Product Entry Count Results Report ranges and options
Product Master List Report overview
Product Master List Report ranges and options
Product Warehouse Descriptions Master List Report overview
Product Maintain Balance Entry overview
Product Maintain Balance Entry field descriptions
Product Reallocation Entry overview
Product Adjust Core Allocation Entry overview
Product Adjust Core Allocation Entry - Adjust Core Allocation overview
Product Adjust Core Allocation Entry - Adjust Core Allocation field descriptions
Product Adjust Core Master Entry overview
Product Adjust Core Vendor Entry overview
Product Cartonization Center Entry overview
Product Cartonization Center Entry - Packages overview
Product Cartonization Center Entry - Package Detail overview
Product Cartonization Center Entry - Print Labels overview
Reports
Product Transaction Activity Report overview
Product Transaction Activity Report ranges and options
Product Customer/Vendor Core Report overview
Product Customer/Vendor Core Report ranges and options
Product Cross Reference Master List Report overview
Product Cross Reference Master List Report ranges and options
Product Budget Report overview
Product Budget Report ranges and options
Product Alpha Product Master List Report overview
Product Alpha Product Master List Report ranges and options
Product Ticket Control Report overview
Product Customer Reservations Report overview
Product Customer Reservations Report ranges and options
Product Trial Balance of Stock Inventory Report overview
Product Trial Balance of Stock Inventory Report ranges and options
Product Inquiry/Advice EDI 846 Report overview
Product Inquiry/Advice EDI 846 Report ranges and options
Product Customer Core Credit Analysis Report overview
Product Customer Core Credit Analysis Report ranges and options
Product GL Distribution Master List Report overview
Product GL Distribution Master List Report range and options
Product Inventory Analysis Report overview
Product Inventory Analysis Report ranges and options
Product FIFO Report overview
Product FIFO Report ranges and options
Product Trial Balance of Non Stock Inventory Report overview
Product Trial Balance of Non Stock Inventory Report ranges and options
Product Inventory Core Analysis Report overview
Product Inventory Core Analysis Report ranges and options
Product Lot Number Master List Report overview
Product Lot Number Master List Report ranges and options
Product Line Master List Report overview
Product Hazardous Materials (MSDS) Report overview
Product Hazardous Materials (MSDS) Report ranges and options
Product Trial Balance of Direct Orders Report overview
Product Trial Balance of Direct Orders Report ranges and options
Product Core Product Totals Report overview
Product Core Product Totals Report ranges and options
Product Serial Number Master List Report overview
Product Serial Number Master List Report ranges and options
Product Needs Analysis Report overview
Product Needs Analysis Report ranges and options
Product Lot Report overview
Product Lot Report ranges and options
Product Unit Conversion Master List Report overview
Product Warehouse Product Master List Report overview
Product Nonstock/Direct Order Report overview
Product Nonstock/Direct Order Report ranges and options
Product Seasonal Product Analysis Report overview
Product Seasonal Product Analysis Report ranges and options
Product Catalog Product Master List Report overview
Product Catalog Product Master List Report ranges and options
Product Serial Number Report overview
Product Serial Number Report ranges and options
Product LIFO Valuation Master List Report overview
Product Return On Investment Report overview
Product Return On Investment Report ranges and options
Product Vendor UPC Number Master List Report overview
Product Vendor UPC Number Master List Report ranges and options
Product Warehouse Inventory Audit Report overview
Product Warehouse Inventory Audit Report ranges and options
Product Register Report overview
Product Register Report ranges and options
Product Warehouse Cross Reference Master List Report overview
Product Surplus Stock Report overview
Product Surplus Stock Report ranges and options
Product Batch Reservation Report overview
Product Batch Reservation Report ranges and options
Product Tally Bundle Report overview
Product Tally Bundle Report ranges and options
Product GAP Report overview
Product GAP Report ranges and options
Product Turnover Analysis Report overview
Product Turnover Analysis Report ranges and options
Product Unavailable Inventory Report overview
Product Unavailable Inventory Report ranges and options
Product Expired Customer Core Report overview
Product Expired Customer Core Report ranges and options
Product Commodity Codes Report overview
Product Commodity Codes Report ranges and options
Product Customer Reservation/Forecast Export/Import overview
Product Customer Reservation/Forecast Export/Import ranges and options
Product Customer Forecast Usage Report overview
Product Customer Forecast Usage Report ranges and options
Product Customer Forecast Report overview
Product Customer Forecast Report ranges and options
Administration
ICA Reports
Product Administrator Keyword Build Report overview
Product Administrator Keyword Build Report ranges and options
Product Administration Month End Processing Report overview
Product Administration Month End Processing Report ranges and options
Product Administration Inventory Classification and Rank Report overview
Product Administration Inventory Classification and Rank Report ranges and options
Product Administrator Change Product Category Report overview
Product Administrator Change Product Category Report ranges and options
Product Administrator Year End Process Report overview
Product Administrator Change Product Line Report overview
Product Administrator Change Product Line Report ranges and options
Product Administrator Warehouse Copy Report overview
Product Administrator Warehouse Copy Report ranges and options
Product Administrator Change Lot # Report overview
Product Administrator Change Lot # Report ranges and options
Product Administrator ABC Inventory Evaluation Report overview
Product Administrator ABC Inventory Evaluation Report ranges and options
Product Average Inventory Daily Calc Report overview
Product Administrator Change Product Report overview
Product Administrator Change Product Report ranges and options
Product Administrator Change Serial # Report overview
Product Administrator Change Serial # Report ranges and options
Product Administrator Usage Rate Analysis Report overview
Product Administrator Usage Rate Analysis Report ranges and options
Product Administrator Review Cycle Adjustment Report overview
Product Administrator Review Cycle Adjustment Report ranges and options
Product Administrator Storeroom Product Export Report overview
Product Administrator Storeroom Product Export Report ranges and options
Product Analyze Product Usage Rate Administration overview
Product Analyze Product Usage Rate Administration - Details overview
Product Administration Exception Center overview
Product Administration Exception Center - Value Change Inquiry overview
Product Administration Exception Center - Manual Product List overview
Product Administration Exception Center - Mass Update overview
Product Administration Exception Center - Import From Excel overview
Product Administration Exception Center - Detail overview
Form and field descriptions - Product Import
Inquiry
PI Import History Inquiry overview
PI Import History Inquiry field descriptions
PI Product Inquiry overview
PI Product Inquiry field descriptions
Setup
PI Import Definition Setup overview
PI Import Definition Setup - General overview
PI Import Definition Setup - General field descriptions
PI Import Definition Setup - Product Mapping overview
PI Import Definition Setup - Product Mapping field descriptions
PI Import Definition Setup - Packages overview
PI Import Definition Setup - Packages field descriptions
PI Import Definition Setup - IDW overview
PI Import Definition Setup - IDW field descriptions
PI Import Definition Setup - Quantity Break Mapping overview
PI Import Definition Setup - Quantity Break Mapping field descriptions
PI Price Cost Multiplier Setup overview
PI Price Cost Multiplier Setup field descriptions
PI New Product Default Setup overview
PI New Product Default Setup field descriptions
Entry
PI Entry Edit Product Update overview
PI Edit Product Update Entry field descriptions
PI Edit Product Update Entry - Additional Details overview
PI Edit Product Update Entry - Error and Hold Codes overview
PI Edit Product Update Entry - Full Product overview
PI Edit Product Update Entry - Full Product field descriptions
PI Edit Product Update Entry - Update Status Code overview
PI Edit Product Update Entry - Update Status Code field descriptions
PI Entry Journal Print overview
PI Entry Journal Print ranges and options
PI Entry Report From Update File overview
PI Entry Report From Update File ranges and options
PI Entry Update Products overview
PI Entry Update Products ranges and options
PI Entry Update Vendor Price Groups overview
PI Entry Update Vendor Price Groups ranges and options
Reports
PI IDW Import File Report overview
PI IDW Import File Report ranges and options
PI Import Definitions Master List Report overview
PI Import Definitions Master List Report ranges and options
PI New Product Default Master List Report overview
PI New Product Default Master List Report ranges and options
PI Price/Cost Mult Master List Report overview
PI Price/Cost Mult Master List Report ranges and options
PI Table Values Master List Report overview
PI Table Values Master List Report ranges and options
PI UPC Sync Report overview
PI UPC Sync Report ranges and options
Administration
PI Administrator Change Effective Date overview
PI Administrator Change Effective Date ranges and options
PI Administrator Change Supplier Group overview
PI Administrator Change Supplier Group ranges and options
PI Administrator Clear Active Update overview
PI Administrator Clear Active Update ranges and options
PI Administrator Build from Product Files overview
PI Administrator Build from Product Files ranges and options
PI Administrator Delete Inactive Record overview
PI Administrator Delete Inactive Record ranges and options
PI Administrator Import File overview
PI Administrator Import File ranges and options
Pricing and Discounting
Pricing
Pricing records
Setting up a pricing record
Adding a pricing record with a quantity break
Setting up a pricing modifier
Assigning a pricing modifier to a pricing record
Setting up a customer price type
Setting up multiple level customer price types
Creating a customer price book
Adding a vendor pricing record
Setting up a product price type
Inquiring on pricing records attached to a pricing modifier
Deleting a pricing modifier
Setting up and maintaining automatic pricing records
Changing prices and costs
Mass maintenance
Creating a product pricing set using a template
Importing new price and discount records from Excel
Editing an existing product pricing set in a spreadsheet
Creating a product pricing set using the wizard
Working with a product pricing set
Deleting a product pricing set
Updating price and discount records
Discount records
Setting up whole order discounts
Setting up price type discounts
Setting up special price type discounts
Price sheets
Setting up pricing sheets
Rebates
Setting up customer rebates
Setting up multiple level customer rebate types
Setting up a special price/cost rebate
Setting up vendor rebates
Setting up a share rebate
Creating a manual rebate in PD Pricing Setup
Creating an alternate rebate record
Creating a rebate by price
Searching for rebates by price
Entering or updating a temporary rebate receipt
Processing customer rebates
Processing and reconciling vendor rebates
Processing the rebate claim
Updating rebate reconciliation claims
Enhanced foreign currency rebate process
Activating enhanced foreign currency rebate processing
National Program
Setups for a National Program pricing structure
Activating National Program
Setting up a National Program variance account
Setting up operators for National Program
Setting up National Program product model numbers
Setting up a National Program claim account
Setting up a National Program vendor
Setting up National Program products
Setting up National Program kits
Setting up National Program records
Form and field descriptions
Inquiry
PD National Program Claim Inquiry overview
PD National Program Claim Inquiry field descriptions
Setup
PD Whole Order Discount Setup overview
PD Whole Order Discount Setup field descriptions
PD Pricing Modifier Setup overview
PD Pricing Modifier Setup field descriptions
PD Special Price Type Discount Setup overview
PD Special Price Type Discount Setup field descriptions
PD Pricing Sheet Setup overview
PD Pricing Sheet Setup field descriptions
PD Future Price/Cost Change Setup overview
PD Future Price/Cost Change Setup field descriptions
PD Automatic Pricing Setup overview
Automatic Pricing window overview
Automatic Pricing Window field descriptions
PD Alternate Rebate Setup overview
PD Alternate Rebate Setup field descriptions
PD Pricing Setup overview
PD Pricing Setup - Price Records overview
PD Pricing Setup - Price Records - New field descriptions
PD Pricing Setup - Rebate Records overview
PD Pricing Setup - Rebate Records - New field descriptions
PD Pricing Setup - Rebate Records - Detail field descriptions
PD Pricing Setup - Vendor Records overview
PD Pricing Setup - Vendor Contract Records overview
PD Pricing Setup - Vendor Contract Records - New field descriptions
PD Pricing Setup - National Program overview
PD Pricing Setup - National Program field descriptions
PD Pricing Setup - Copy overview
Entry
PDE Reports
PD Entry Journal Print overview
PD Entry Journal Print Report ranges and options
PD Vendor Price Change Entry overview
PD Mass Maintenance Entry overview
PD Mass Maintenance Entry - General field descriptions
PD Mass Maintenance Entry - New Set Wizard overview
PD Mass Maintenance Entry Wizard - Create field descriptions
PD Mass Maintenance Entry Wizard - Criteria field descriptions
PD Mass Maintenance Entry Wizard - Update/Create field descriptions
PD Mass Maintenance Entry Wizard - Sort field descriptions
PD Mass Maintenance Entry Wizard - Process field descriptions
PD Mass Maintenance Entry - Sheet Prices overview
PD Mass Maintenance Entry - Excel Import overview
PD Mass Maintenance Entry - Excel Import field descriptions
PD Mass Maintenance Entry - Import Set Creation overview
PD Mass Maintenance Entry - Import Set Creation field descriptions
PD Mass Maintenance Entry - Column Calculator Wizard overview
PD Mass Maintenance Entry - Disable Columns overview
PD Mass Maintenance Entry - Export to Excel overview
PD Rebate Reconciliation Entry overview
PD Rebate Reconciliation Entry - Vendor Receipts Detail overview
PD Rebate Reconciliation Entry - Vendor Receipts Detail - Add Vendor Receipts overview
PD Rebate Reconciliation Entry - Vendor Receipts Detail - Add Vendor Receipts field descriptions
PD Rebate Reconciliation Entry - Line Reconciliation overview
PD Rebate Reconciliation Entry - Final Update overview
PD Change Price and Cost Entry overview
Reports
PD Automatic Pricing Master List Report overview
PD Customer Pricing Master List Report overview
PD Customer Pricing Master List Report ranges and options
PD Customer Pricing Report overview
PD Customer Pricing Report ranges and options
PD Customer Pricing Report CSV output
PD Expired Pricing Records Report overview
PD Expired Pricing Records Report ranges and options
PD Extended Catalog List Report overview
PD Extended Catalog List Report ranges and options
PD Future Price/Cost Changes Master List Report overview
PD Import/Export National Program overview
PD Import/Export National Program ranges and options
PD Price Books Report overview
PD Price Books Report ranges and options
PD Quote Status Report overview
PD Quote Status Report ranges and options
PD Rebates Due Trial Balance Report overview
PD Rebates Due Trial Balance Report ranges and options
PD Rebates Master List Report overview
PD Rebates Master List Report ranges and options
PD Rebates Report overview
PD Rebates Report ranges and options
PD Remove Expired National Program Records overview
PD Remove Expired National Program Records ranges and options
PD Special Pricing Types Master List Report overview
PD Special Pricing Types Master List Report ranges and options
PD Table Values Master List Report overview
PD Vendor Product Pricing Master List Report overview
PD Vendor Product Pricing Master List Report ranges and options
PD Whole Order Discounts Master List Report overview
PD Whole Order Discounts Master List Report ranges and options
Administration
PDA Reports
PD Administrator Automatic Pricing Report overview
PD Administrator Automatic Pricing Report ranges and options
PD Administrator Future Price/Costs Report overview
PD Administrator Future Price/Costs Report ranges and options
PD Administrator Price/Costs Update Report overview
PD Administrator Price/Costs Update Report ranges and options
PD Administrator Remove Expired Rebates Report overview
PD Administrator Remove Expired Rebates Report ranges and options
PD Administrator Remove/Inactivate Customer Price Report overview
PD Administrator Remove/Inactivate Customer Price Report ranges and options
Kit Products
Creating manual work order ties
Setting up a prebuilt or build-on-demand kit
Creating ties for prebuilt kit components
Setting up a BOD kit with back-ordered components
Setting up a fabricated kit
Disassembling a kit
Setting up a core kit
Creating a new version of a KP product setup
Updating the product setup version on a KP order
Sourcing kit components
Manually creating work orders
Accepting work orders
Deleting or canceling work orders
Form and field descriptions
Inquiry
KP Work Order Inquiry overview
KP Work Order Inquiry field descriptions
KP Work Order Inquiry - Work Order Details - General overview
KP Work Order Inquiry - Work Order Details - Kit Components overview
KP Work Order Inquiry - Work Order Details - Warehouse Logistics Inquiry overview
Setup
KP Component Setup overview
KP Component Setup field descriptions
KP Group Setup overview
KP Group Setup field descriptions
KP Option Setup overview
KP Option Setup field descriptions
KP Substitute Component Setup overview
KP Substitute Component Setup field descriptions
KP Tally Mix Setup overview
KP Tally Mix Setup field descriptions
Entry
KP Work Order Center Entry overview
KP Work Order Center Entry - Quick Work Order Entry overview
KP Work Order Center Entry - Kit Components overview
KP Work Order Center Entry - Kit Components - Add Group overview
KP Work Order Center Entry - Kit Components - Add Group field descriptions
KP Work Order Center Entry - Kit Components - Multi-Comp Sourcing overview
KP Work Order Center Entry - Kit Components - Details overview
KP Work Order Center Entry - Kits Components - Details Sourcing overview
KP Work Order Center Entry - Kits - Components Sourcing field descriptions
KP Work Order Center Entry - Availability overview
KP Work Order Center Entry - Extended Information overview
KP Work Order Center Entry - Extended Information field descriptions
KP Work Order Center Entry - Work Order Ties overview
KP Work Order Center Entry - Serial/Lot overview
KP Work Order Center Entry - Final Update overview
KPE Reports
KP Entry Recommended Work Orders Report overview
KP Entry Recommended Work Orders Report ranges and options
KP Entry Print Work Orders Report overview
KP Entry Print Work Orders Report ranges and options
KP Entry Journal Print Report overview
KP Entry Journal Print Report ranges and options
KP Work Order Version Update Entry overview
Reports
KP Kit Component Master List Report overview
KP Group Master List Report overview
KP Bill Of Materials Report overview
KP Where Used Report overview
KP Where Used Report ranges and options
KP Options Master List Report overview
KP Work Order Status Report overview
KP Work Order Status Report ranges and options
KP Work Order Master List Report overview
KP Work Order Master List Report ranges and options
KP Substitute Master List Report overview
KP Tally Mix Master List Report overview
Administration
KP Administrator Cost Kits From Components Report overview
KP Administrator Cost Kits From Components Report ranges and options
KP Administrator Replace Kit Components Report overview
KP Administrator Replace Kit Components Report ranges and options
KP Administrator Copy Kits Report overview
KP Work Order Center Entry error messages
Fabrication
Fabrication
Product setup
Setting up defaults for a VA product
Setting up a product for VA assembly
Creating a new version of a VA product setup
Defining VA assembly product segment rules
Defining VA assembly product segments
Defining VA assembly product valid values
Defining VA assembly product variable labor
Updating the product setup version on a VA order
Viewing and updating VA orders
Creating and maintaining fabricated orders
Creating a VA order
Copying VA orders
Deleting Value Add orders
Adding late charges to a closed Value Add order
Moving a Value Add section to Work In Process
Ordering a configurable assembly-type item
Ordering a preset assembly-type item
Printing fabrication instructions
Replenishing Value Add products
Labor costs
Recording labor cost for VA orders
Updating or viewing VA time entry records
Working with ties
Tying a VA line
Creating a back tie to a VA line item
Accessing VA Order Entry directly from Sales Order Entry
Cut lots
Cutting a cut lot piece
Allocating/Unallocating cut lots
Receiving cut material products
Changing the product condition for a cut lot
Moving cut lots to on-hand inventory
Moving cut lots to unavailable inventory
VA integration with product configurator
VA integration with product configurator
Configuring VA items with product configurator
Viewing product configurator information
Workflow for dimensional cut products
Form and field descriptions - Value Add
Inquiry
VA Order Inquiry overview
VA Order Inquiry - Header overview
VA Order Inquiry - Sections overview
VA Order Inquiry - Line Detail overview
Setup
VA Product Default Setup overview
VA Product Default Setup - Product Default - New overview
VA Product Default Setup - Product Default - New field descriptions
VA Product Default Setup - Sections overview
VA Product Default Setup - Sections - Add Section overview
VA Product Default Setup - Sections - Add Section field descriptions
VA Product Default Setup - Sections - Extended overview
VA Product Defaults Maintenance - Sections - Extended field descriptions
VA Product Default Setup - Sections - Specifications/Instructions overview
VA Product Defaults Maintenance - Sections - Specifications/Instructions field descriptions
VA Product Default Setup - Line Items overview
VA Product Default Setup - Line Items - Add VA Line overview
VA Product Defaults Maintenance - Line Items - Add VA Line field descriptions
VA Product Default Setup - Line Extended Information overview
VA Product Defaults Maintenance - Line Items - Extended field descriptions
VA Product Default Setup - Line Items - Non Stock Entry overview
VA Product Default Setup - Non Stock Entry field descriptions
VA Product Default Setup - Line Items - Labor Product overview
VA Product Default Setup - Assembly Overview
VA Product Default Setup - Product Defaults Maintenance - Assembly field description
VA Product Default Setup - VA Assembly Segment Validation overview
VA Product Default Setup - VA Assembly Segment Validation field descriptions
VA Product Default Setup - VA Assembly Segment Rules overview
VA Product Defaults Setup - VA Assembly Segment Rules field descriptions
VA Product Default Setup - Custom overview
Entry
VA Late Charge Entry overview
VA Late Charge Entry - Enter Late Charges overview
VA Late Charge Entry field descriptions
VA Order Entry
VA Order Entry - Detail - Line Items overview
VA Order Entry - Detail - Add VA Line overview
VA Order Entry - Detail - Add VA Line field descriptions
VA Order Entry - Detail - Add New Section overview
VA Order Entry - Add New Section field descriptions
VA Order Entry - Detail - Line Extended Information overview
VA Order Entry - Detail - Line Sourcing PO/WT Interface - Back Ties overview
VA Internal Labor Time Entry overview
VA Internal Labor Time Entry - Internal Labor Detail overview
VA Internal Labor Time Entry - Internal Labor Details field descriptions
VA Internal Labor Time Entry - Value Add Section Completion overview
VA Internal Labor Time Entry - Value Add Section Completion field descriptions
VA Receipt of Inventory Entry overview
VA Receipt of Inventory Entry - Final Update overview
VAE reports
VA Entry Processing Pick Tickets Report overview
VA Entry Processing Print Pick Tickets ranges and options
VA Entry Processing Internal Value Add Print Report overview
VA Entry Processing Internal Value Add Print Report ranges and options
VA Entry Journal Print Report overview
VA Entry Journal Print Report ranges and options
VA Entry Recommended Replenishment Action Report overview
VA Entry Recommended Replenishment Action Report ranges and options
VA Shipping Entry overview
VA Shipping Entry - Details General overview
VA Shipping Entry - Details Line Items overview
VA Shipping Entry - Quick Ship overview
VA Shipping Entry - Quick Ship field descriptions
VA Cut Allocations Entry overview
VA Cut Allocations Entry field descriptions
VA Cut Allocations Entry - Cut Details field descriptions
VA Order Version Update Entry overview
Reports
VA Status Report overview
VA Status Report ranges and options
VA Master List Report overview
VA Master List Report ranges and options
VA Work In Process Trial Balance Report overview
VA Work In Process Trial Balance Report ranges and options
Financial Maintenance
Setting up General Ledger
Setting up and maintaining GL batches
Setting up account numbers
Integrating the General Ledger
Setting up automatic distributions
Setting up inventory-specific accounts
Entering General Ledger transactions
Entering and maintaining General Ledger transactions
Opening an existing journal
Opening and closing a journal
Creating GL entries from an Excel spreadsheet
Updating GL batch transactions
Printing GL batch groups
Balancing
General Ledger
Balancing GL Setup Account balances with GL Transaction Entry
Balancing GL accounts year-to-date and period-to-date
Removing suspense account postings
Payables
Comparing vendor balances to the AP Control account
Receivables
Comparing customer balances to the AR Control account
Balancing payment tendering accounts
Inventory
Balancing stock inventory accounts
Balancing nonstock inventory accounts
Balancing direct order inventory accounts
Financial statements
Creating a horizontal balance sheet
Exporting GL records to Infor F9
Processing month-end
Generating an automatic distribution
Using Check Reconciliation
Setting up a bank
Entering Check Reconciliation transactions in General Ledger
Balancing the bank statement with CR Check Center
Voiding checks with CR Check Center
Using CR Reconciliation Center
CR Reconciliation Center
Activate the CR Reconciliation Center
Matching rules in CR Reconciliation Center
Spreadsheet file formatting for CR Reconciliation Center
Creating matching rules with CR Reconciliation Center
Importing a bank statement with CR Reconciliation Center
Performing a rule matching with CR Reconciliation Center
Reconciling a bank statement with CR Reconciliation Center
Voiding checks with CR Reconciliation Center
Form and field descriptions - GL
Inquiry
GL Journal Inquiry overview
GL Journal Inquiry - Journal overview
GL Journal Inquiry - General Ledger overview
GL Journal Inquiry - Customer overview
GL Journal Inquiry - Vendor overview
GL Journal Inquiry - Inventory Control overview
GL Journal Inquiry - Revaluation overview
GL Account Inquiry overview
GL Account Inquiry - Account overview
GL Account Inquiry - Account field descriptions
GL Account Inquiry - Transactions overview
GL Account Inquiry - Transactions field descriptions
GL Account Inquiry - Balance History overview
GL Account Inquiry - Balance History field descriptions
GL Account Inquiry - Budget Compare overview
GL Account Inquiry - Year Compare overview
GL Financial Statement Inquiry overview
Setup
GL Batch Setup overview
GL Account Setup overview
GL Account Setup field descriptions
GL Account Setup - Account overview
GL Account Setup - Account field descriptions
GL Budget Setup overview
GL Budget Setup field descriptions
GL Budget Setup - Budget Amounts overview
GL Budget Setup - Budget Amounts field descriptions
GL Automatic Distribution Setup overview
GL Automatic Distribution Setup field descriptions
GL Automatic Distribution Setup - Transaction Entry field descriptions
GL Financial Statement Setup overview
Entry
GLE Reports
GL Entry Batch Import Report overview
GL Entry Batch Import Report ranges and options
GL Entry Batch Update Report overview
GL Entry Batch Update ranges and options
GL Entry Journal Print Report overview
GL Entry Journal Print ranges and options
GL Entry Batch Reconciliation Report overview
GL Entry Reverse A Journal Report overview
GL Entry Reverse a Journal Report ranges and options
GL Entry Distribute Automatically Report overview
GL Entry Distribute Automatically Report ranges and options
GL Maintain Balance Entry overview
GL Maintain Balance Entry field descriptions
GL Transaction Entry overview
GL Transaction Entry field descriptions
GL Transaction Entry - New overview
GL Transaction Entry - Final Update overview
Reports
GL Reports
GL Transaction Activity Report overview
GL Transaction Activity Report ranges and options
GL Transaction Activity Report sample
GL Balance Order Entry Report overview
GL Balance Order Entry Report ranges and options
GL Balance Order Entry Report sample
GL Account Master List Report overview
GL Account Master List Report ranges and options
GL Chart of Accounts Report overview
GL Chart of Accounts Report ranges and options
GL Budget Master List Report overview
GL Budget Master List Report ranges and options
GL Load G/L Transactions Report overview
GL Load G/L Transactions Report ranges and options
GL Balance Transfers Report overview
GL Balance Transfers Report ranges and options
GL Balance Transfers Report sample
GL Daily Change Report overview
GL Daily Change Report ranges and options
GL Distribution Master List Report overview
GL Distribution Master List Report ranges and options
GL Balance Purchase Order Report overview
GL Balance Purchase Orders Report ranges and options
GL Balance Purchase Order Report sample
GL Financial Statements Report overview
GL Financial Statement Report ranges and options
GL Financial Master List Report overview
GL Financial Master List Report ranges and options
GL Balance Matching Activity Report overview
GL Balance Matching Activity Report ranges and options
GL Balance Matching Activity Report sample
GL Memory Locations Master List Report overview
GL Memory Locations Master List Report ranges and options
GL Balance History Report overview
GL Balancing History Report ranges and options
GL Trial Balance Report overview
GL Trial Balance Report ranges and options
Administration
GL Administrator Create Budget Report overview
GL Administrator Create Budget Report ranges and options
GL Administrator Asset and Liability Revaluation Report overview
GL Administrator Asset and Liability Revaluation Report ranges and options
GL Administrator Copy Budget Report overview
GL Administrator Copy Budget Report ranges and options
GL Administrator Change Account Number Report overview
GL Administrator Change Account Number Report ranges and options
GL Administrator Freeze Budget Report overview
GL Administrator Freeze Budget Report ranges and options
GL Administrator Duplicate Chart of Accounts Report overview
GL Administrator Duplicate Chart of Accounts Report ranges and options
GL Administrator Roll Budget Report overview
GL Administrator Roll Budget Report ranges and options
GL Administrator Distribute Profit Report overview
GL Administrator Distribute Profit Report ranges and options
GL Administrator Year End Report overview
GL Administrator Year End Report ranges and options
GL Administrator Extract for F9 Report overview
GL Administrator Extract for F9 Report ranges and options
GL Administrator FRx GL Report overview
GL Administrator FRx GL Report ranges and options
GL Administrator Asset And Liability Revaluation History Report overview
GL Administrator Asset And Liability Revaluation History Report field descriptions
Form and field descriptions - CR
Setup
CR Bank Setup overview
CR Bank Setup field descriptions
CR Bank Setup - New overview
CR Bank Setup - New field descriptions
CR Reconciliation Rule Setup overview
CR Reconciliation Rule Setup field descriptions
CR Reconciliation Rule Setup - New overview
CR Reconciliation Rule Setup - New field descriptions
Entry
CR Check Center Entry overview
CR Check Center Entry - Quick Entry overview
CR Check Center Entry - Reconcile overview
CR Check Center Entry - Bank overview
CR Check Center Entry - Transaction overview
CR Check Center Entry - Transaction field descriptions
CRE Reports
CR Entry Balance Bank Accounts Report overview
CR Reconciliation Center Entry overview
CR Reconciliation Center Entry - Import From Excel overview
CR Reconciliation Center Entry - Import From Excel field descriptions
CR Reconciliation Center Entry - Rule Matching overview
CR Reconciliation Center Entry - Void Checks overview
CR Reconciliation Center Entry - Reconciliation Detail overview
CR Reconciliation Center Entry - Matching Detail - Matched Transactions overview
CR Reconciliation Center Entry - Matching Detail - Transactions Not Cleared overview
CR Reconciliation Center Entry - Matching Detail - Manual overview
CR Reconciliation Center Entry - Matching Detail - Manual field descriptions
Reports
CR Transaction Activity Report overview
CR Transaction Activity Report ranges and options
CR Master Bank List Report overview
CR Trial Balance Report overview
CR Check Register Report overview
CR Check Register Report ranges and options
CR Reconciliation Rule Matching Report overview
CR Reconciliation Rule Matching Report ranges and options
EDI
Setup
Setting up vendor user ID cross-reference records
Formatting outbound EDI documents at the company-level
Pricing
Creating and updating vendor on sale rebates
EDI 820 inbound
EDI 845 inbound
Setting up a vendor product group
Setting up Vendor Price Group cross references
Setting up rebate record calculation defaults
EDI 845 inbound data processing
Viewing Vendor on Sale rebate transaction records in ETCC
EDI 849 inbound
Setting up rebate reconciliation tolerances for vendor
EDI 856 inbound
Preparing ASN purchase order transaction sets for mass receiving
Receiving an ASN purchase order transaction set
ETCC
Setting up operator security for ETCC
Viewing inbound invoices in ETCC
Viewing advance shipping notices in ETCC
Viewing inbound requests for quotes and POs in ETCC
Viewing payment order/remittance advice in ETCC
Viewing inbound PO acknowledgments in ETCC
Reviewing EDI 855 errors on the Error tab
Viewing inbound vendor rebate claim responses in ETCC
Reviewing EDI 849 errors on the Error tab
Reviewing errors on the Error Detail page
Correcting errors in the Errors To Correct grid
Overriding transaction detail data
Reviewing notes and comments
Adding a note or a comment as a note on existing purchase orders
Resubmitting the document from the Error Detail page
Reviewing EDI 820 errors on the Transaction Detail Page
Reviewing EDI 849 and 855 errors on the Transaction Detail page
Form and field descriptions
Setup
EDI Vendor User ID Setup overview
EDI Vendor User ID Setup field descriptions
Entry
EDE Reports
EDI Entry Processing Rebates Report
EDI Entry Processing Rebates Report ranges and options
EDI Entry Processing Ship Notice Report overview
EDI Entry Processing Ship Notice Report ranges and options
EDI Entry Processing Contract Pricing Report overview
EDI Entry Processing Contract Pricing Report ranges and option
EDI Electronic Transaction Control Center Purge Report overview
EDI Electronic Transaction Control Center Purge Report ranges and options
Warehouse Management
Warehouse management
Product management
Maintaining multiple bin locations
Setting up additional bin locations for a product
Updating bin locations for nonstock products
Managing consigned inventory
Updating usage for a central warehouse
Using Warehouse Manager
Adding new Warehouse Manager bin locations
Setting up WM admin options
Setting up WM cross reference by size type
Setting up WM table values
Assigning products to WM bin locations
Changing quantities in a WM location
Reconciling WM records
Replenishing WM primary locations
Deleting a product record from a WM bin location
Warehouse transfers
Entering and maintaining warehouse transfers
Creating a warehouse transfer
Creating a warehouse transfer using Easy Line Entry
Entering a substitute or upgrade product on a transfer
Entering a superseded product on a transfer
Copying a warehouse transfer
Manually tying an order in Transfer Entry
Changing a warehouse transfer
Canceling a warehouse transfer
Printing warehouse transfers
Returning product to the shipping warehouse
Replenishing your customer's warehouse
Replenishing the branches
Adding a line item to a Transfer Entry Recommended Replenishment Action Report
Accepting and merging the Transfer Entry Recommended Replenishment Action Report
Running the Transfer Entry Recommended Replenishment Action Report
Deleting a Transfer Entry Recommended Replenishment Action Report
Rounding warehouse transfer packages
Enhanced warehouse transfer markup addon
Defining transfer markup addon types and hierarchy
Setting up transfer enhanced markup addons
Activating transfer enhanced markup addons
Overriding markup costs for transfer markup addons
Receiving
Prereceiving purchase orders
Automatically generating receiver numbers
Specifying receiver numbers in Purchase Receipt of Inventory Entry
Receiving purchase orders
Using Quick Receive to receive purchase orders
Receiving a purchase order
Receiving a purchase order with serial or lot products
Reviewing receiving exceptions
Receiving products requiring inspection
Receiving POs assigned to an OT tracking document
Updating inventory with stock received from purchase orders
Verifying receipts
Entering a total catch weight during receiving
Receiving a warehouse transfer
Pre-receiving a warehouse transfer
Receiving a warehouse transfer
Receiving a warehouse transfer with serial or lot products
Receiving cut pieces from another warehouse
Automatically filling orders with special receipts
Updating inventory with stock received from warehouse transfers
Adjusting exception receipts
Receiving Value Add products
Receiving a VA product - external process
Receiving a VA product - internal process
Using Quick Receive to receive a finished VA product
Picking orders
Finding a product location
Shipping
Changing or deleting a shipping request
Sales orders
Shipping sales orders
Shipping a sales order with cartons
Changing order information during shipping
Unshipping sales orders
Will Call order workflow
Manually shipping orders with restricted products
Assigning serial numbers to orders during shipping
Assigning lot numbers to orders during shipping
Tracking WT Billed Orders
Shipping tallies on customer orders
Entering a total catch weight during shipping
Warehouse transfers
Shipping warehouse transfers
Shipping a warehouse transfer with cartons
Assigning lot or serial numbers to transfers during shipping
Shipping cut pieces to another warehouse
VA work orders
Viewing and shipping VA inventory components (IN)
Shipping interface
Shipping sales orders without charging freight
Creating a shipping request
Physical and cycle counting
Counting nonstock products
Entering counts
Adjusting expected quantities
Reconciling and updating count differences
Fabrication
Printing fabricated kit components on sales order and transfer pick tickets
Allocating unavailable inventory for cut lot products
3PL - Third-party logistics
Implementing 3PL
Form and field descriptions - Transfers
Setup
Transfer Markup Addons Setup overview
Transfer Markup Addons Setup field descriptions
Entry
Transfer Entry overview
Transfer Entry - Initiate overview
Transfer Entry - Initiate field descriptions
Transfer Entry - Select Products overview
Transfer Entry - Select Products - Advanced Line Entry overview
Transfer Entry - Select Products - Easy Line Entry overview
Transfer Entry - Review & Totals overview
Transfer Entry - Review & Totals field descriptions
Transfer Entry - Entry Defaults overview
Transfer Demand Center Entry overview
Transfer Demand Center Entry - Header overview
Transfer Demand Center Entry - Header field descriptions
Transfer Demand Center Entry - Line Items overview
Transfer Demand Center Entry - Merge overview
Transfer Demand Center Entry - Merge field descriptions
Transfer Exception Receipt Entry overview
Transfer Exception Receipt Entry field descriptions
WTE Reports
Transfer Entry Recommended Replenishment Action Report overview
Transfer Entry Recommended Replenishment Action Report ranges and options
Transfer Entry Print WT Report overview
Transfer Entry Print WT Report ranges and options
Transfer Entry RRAR Merge Process Report overview
Transfer Entry RRAR Merge Process Report ranges and options
Transfer Entry Journal Print Report overview
Transfer Entry Journal Print Report ranges and options
Transfer Shipping Entry overview
Transfer Shipping Entry field descriptions
Transfer Shipping Entry - Quick Ship window
Transfer Receipt of Inventory Entry overview
Transfer Receipt of Inventory Entry Details - Header field descriptions
Transfer Receipt of Inventory Entry Details - Line Items field descriptions
Transfer Receipt of Inventory Entry - Line Item Extend field descriptions
Reports
Transfer Audit Report overview
Transfer Audit Report ranges and options
Transfer Exception Report overview
Transfer Exception Report ranges and options
Transfer Master List Report overview
Transfer Master List Report ranges and options
Transfer Register Report overview
Transfer Register Report ranges and options
Transfer Pre-Receiving Report overview
Transfer Pre-Receiving Report ranges and options
Transfer Customer Inventory Value Report overview
Transfer Customer Inventory Value Report ranges and options
Form and field descriptions - WM
Inquiry
WM Bin Inquiry overview
WM Bin Inquiry field descriptions
WM Bin Product Inquiry overview
WM Bin Product Inquiry field descriptions
WM Replenishment Status Inquiry overview
WM Replenishment Status Inquiry field descriptions
Setup
WM Bin Location and Product Setup overview
WM Bin Location and Product Setup - General field descriptions
WM Bin Location and Product Setup - Products field descriptions
WM Cross Reference by Size Type Setup overview
WM Cross Reference by Size Type Setup field descriptions
Entry
WM Accept/Review Replenishment Entry overview
WM Accept/Review Replenishment Entry field descriptions
WM Transaction Entry overview
WM Transaction Entry field descriptions
Reports
WM Administrator Change Bin Report overview
WM Administrator Change Bin Report ranges and options
WM Audit Report overview
WM Audit Report ranges and options
WM Entry Replenish Primary Bins Report overview
WM Entry Replenish Primary Bins Report ranges and options
Form and field descriptions - TWL
Inquiry
WL Transaction Inquiry overview
WL Transaction Inquiry - Advanced Search overview
WL Transaction Inquiry - Advanced Search field descriptions
WL Transaction Inquiry - Order Data overview
WL Transaction Inquiry - Master Data overview
WL Transaction Inquiry - Returns PO overview
Entry
WL Entry Batch Shipping overview
WL Entry Batch Shipping ranges and options
WL Entry Batch Receiving overview
WL Entry Batch Receiving ranges and options
WL Entry Batch Adjust Inventory overview
WL Entry Batch Adjust Inventory ranges and options
Reports
WL Delete Transmissions Report overview
WL Delete Transmissions Report ranges and options
WL Inventory Audit Report overview
WL Inventory Audit Report ranges and options
WL New Products Report overview
WL New Products Report ranges and options
WL Receiving Exception/RT Close Report overview
WL Receiving Exception/RT Close Report ranges and options
WL Zero Shipped Orders Report overview
WL Zero Shipped Orders Report ranges and options
WL Inventory Balance Report overview
WL Inventory Balance Report ranges and options
WL Transaction Summary Report overview
WL Transaction Summary Report ranges and options
Administration
WL Initialize Warehouse Administration overview
WL Initialize Warehouse Administration field descriptions
Form and field descriptions - IBC
Reports
IB Barcode Inventory Stock Labels Report overview
IB Barcode Inventory Stock Labels Report ranges and options
IB Bin Labels Report overview
IB Bin Labels Report ranges and options
IB Carton Labels Report overview
IB Carton Labels Report ranges and options
IB Customer Mailing Labels Report overview
IB Customer Marketing Mailing Labels Report overview
IB Customer Marketing Mailing Label Report ranges and options
IB Customer Price Labels Report overview
IB Customer Price Labels Report ranges and options
IB Cut Exception Report overview
IB Cut Exception Report ranges and options
IB Inventory Receiving Labels Report overview
IB Inventory Receiving Labels Report ranges and options
IB Inventory Warehouse Transfer Labels Report overview
IB Inventory Warehouse Transfer Labels Report ranges and options
IB Pick Labels Report overview
IB Pick Labels Report ranges and options
IB Shipping Labels Report overview
IB Shipping Labels Report ranges and options
System Setup and Administration
Companies
Setting up a company
Copying company information
Setting up a global phone number format
Setting up phone area code listings
Setting up matching tolerances for a company
Setting audit flags
Archiving and purging data
Generating an audit inquiry
Purging your audit records
Setting up multilingual functionality
Setting up currency tables
Setting up Return Adjust Reasons
Setting up Unavailable Reason codes
Setting up scrap return type reason codes
Setting up sales order addons
Creating user-defined fields
Modifying order type descriptions
Setting up a profile
Operators
Identifying the system administrator
Setting up password controls
Setting up an operator record
Checking on an operator's status
Setting operator function security
Implementing security by division
Setting up an operator for sales or purchase order approval
Maintaining or deleting an operator record
Assigning a profile to a user
Maintaining an operator's authorization level
Granting or denying authority
Setting up operator security for Vendor Invoice Center Entry processing
Clearing user sessions using the SA Administration Operator Disconnect Report
Clearing user sessions with SA Connection Inquiry
Setting up an operator to clear their own session
Setting authorization point security for multiple operators
Assigning a printer group to a user
Assigning default print queues to a user
Limiting hold codes a user can use in Sales Order Entry
Reports
Adding or modifying report schedules types
Creating a new report
Preventing printing of a report on demand
Setting up third-party forms printing
Enabling the Commercial Invoice Document
Setting up Delivery Document printing
Exporting metadata records in the cloud
Comparing metadata differences after an upgrade
Enabling report output to Dropbox
Printers
Setting up a printer in the system
Setting up a printer group
Deleting a printer group
Assigning printers to a group
Assigning a default printer to a user
Assigning a default forms printer to a user
Assigning a default receipt printer to a user
Using a Google Cloud Print printer
Warehouse
Setting up a warehouse group
Setting up Sales Warehouse functionality
Products
Setting up an alternate product group
Implementing alternate product language descriptions
Setting cross-reference conversions for ION
Setting up product restriction functionality
Setting up a cut product process
Activating Catch Weight functionality
Business rules
Creating a business rule
Customizing a business rule template
Maintaining or deleting a business rule
Setting up business rules for 3PL processing
Setting up an Alternate Warehouse Invoice Report business rule
Setting up an Alternate Warehouse Lost Business Type business rule
Setting up an Alternate Warehouse SXAPI Operator business rule
Deactivating the required notes feature
Credit cards
Setup
Creating a test account
Configuring the system for credit card processing
Setting up credit card security
Setting up credit card defaults
Setting up the credit card processor
Setting up a credit card payment type tied to more than one bank account
Setting up a credit card payment type tied to one bank account
Setting up ACH payment types
Setting up credit card terms
Setting up credit card tokens
Setting up ACH tokens
Setting up and associating multiple merchant IDs
Setting up stored reports for credit card verification
Setting an operator's authorization level
Setting up for scanner device transactions
Setting up a Centralized Virtual Terminal Bridge
Setting up a Standard Virtual Terminal Bridge
Additional setup for multiple devices
Enabling Force Sale Management Processing
Blocking creation of tokens at the customer level
Modifying credit card token information
Deleting a credit card token
Managing the credit card verification process
Running a Credit Card Manager Report
Running a Credit Card Status report
Rebates
Enabling manual rebate options
Activating an alternate rebate method
Freight
Setting up freight consolidation codes
Setting up freight rates for freight rate shopping
Setting up freight zones by postal code for freight rate shopping
Event management
Setting up or maintaining event triggers
Defining event actions
Creating an event
Copying events
Modifying events
Activating events
Inquiring on an Event Action
Deleting events
Deleting an event action definition
Deactivating an event
Activating the shipping notification event
Assigning operators to an Event Manager group
Removing an operator from an Event Manager group
Creating an Event Manager group
Deleting an Event Manager group
Activating the notification for receipt signature capture
Tax Interface
How to determine your tax interface setups
Defining your tax method and interface
Configuring your company for tax integration
Configuring table code values for tax interface
Configuring currency for tax interface
Configuring addons for tax interface
Setting up a Sales Use Tax master record
Setting up a Goods and Services Tax master record
Setting up a Value Added Tax master record
Configuring customer records for tax interface
Configuring warehouse records for tax interface
Configuring product records for tax interface
Configuring product lines for tax interface
Configuring warehouse product records for tax interface
Configuring vendor records for tax interface
Enabling the integration for tax interface
Setting up a tax exemption record
Setting up tax groups
Setting up VAT HMRC digital reporting
Using Report Scheduler
Implementing Report Scheduler
Viewing current Report Scheduler system loads
Printing a list of stored reports
Purging Report Scheduler stored reports
Report jobs
Creating a Report Scheduler job
Copying a report job group
Maintaining a Report Scheduler Job
Adding components to a Report Scheduler job group
Maintaining components on a Report Scheduler job group
Viewing Report Scheduler job detail
Running a report job immediately
Changing the run date and time of a print job
Clearing the status of a report job
Printing a list of Report Scheduler job groups
Moving a Report Scheduler job to a different queue
Viewing backlogged Report Scheduler jobs
Stopping Report Scheduler job processing
Viewing the Report Scheduler log
Deleting a job in RS Activity Administration
Deleting a job in RS Job Group Setup
Report queues
Setting up a default report queue
Creating a report queue
Copying a report queue to create a new queue
Modifying a report queue
Changing the default queue for multiple report jobs
Activating or inactivating a report queue
Printing a list of report queues
Printing a list of Report Scheduler reports and their default queues
Sending a queue log file to Report Viewer
Changing a Report Scheduler queue log directory
Deleting a report queue
Form and field descriptions - System Administrator
Setup
SA Local Tax Setup overview
SA Local Tax Setup field descriptions
SA Company Setup overview
SA Company Setup - Required overview
SA Company Setup - Required field descriptions
SA Company Setup - Taxes overview
SA Company Setup - Taxes field descriptions
SA Company Setup - Faxing overview
SA Company Setup - Faxing field descriptions
SA Exemption Setup overview
SA Exemption Setup field descriptions
SA Goods and Service Tax Setup overview
SA Goods and Services Tax Setup - General overview
SA Goods and Services Tax Setup - General field descriptions
SA Goods and Services Tax Setup - Addons overview
SA Goods and Services Tax Setup - Addons field descriptions
SA Sales Use Tax Setup overview
SA Sales Use Tax Setup - Addons overview
SA Sales Use Tax Setup - Addons field descriptions
SA Sales Use Tax Setup - General overview
SA Sales Use Tax Setup - General field descriptions
SA Sales Use Tax Setup - General Ledger overview
SA Sales Use Tax Setup - General Ledger field descriptions
SA Value Added Tax Setup overview
SA Value Added Tax Setup - General overview
SA Value Added Tax Setup - General field descriptions
SA Value Added Tax Setup - Addons overview
SA Value Added Tax Setup - Addons field descriptions
SA Printer Setup overview
SA Printer Setup - Required overview
SA Printer Setup - Required field descriptions
SA Printer Setup - Settings overview
SA Printer Setup - Settings field descriptions
SA All Company Information Setup overview
SA All Company Information Setup field descriptions
SA Business Rule Setup overview
SA Business Rule Setup field descriptions
SA Application Integration Endpoint Setup overview
SA Application Integration Endpoint Setup field descriptions
SA Freight Bill Account Setup overview
SA Freight Bill Account Setup field descriptions
SA Currency Setup overview
SA Currency Setup field descriptions
SA Currency Setup - Currency History overview
SA Order Entry Addon Setup overview
SA Order Entry Addon Setup field descriptions
SA Order Entry Addon Setup - General field descriptions
SA System Error Message Setup overview
SA System Error Message Setup field descriptions
SA Credit Card Processor Setup
SA Credit Card Processor Setup - Required field descriptions
SA Table Code Value Setup overview
SA Table Code Value Setup field descriptions
SA Table Code Value Setup - Alternate Product Group overview
SA Table Code Value Setup - Alternate Product Group field descriptions
SA Table Code Value Setup - Bin Type overview
SA Table Code Value Setup - Bin Type field descriptions
SA Table Code Value Setup - Brand Code overview
SA Table Code Value Setup - Business Rules overview
SA Table Code Value Setup - Business Rules field descriptions
SA Table Code Value Setup - Buyer overview
SA Table Code Value Setup - Buyer field descriptions
SA Table Code Value Setup - CAM Activity Code overview
SA Table Code Value Setup - CAM Activity Code field descriptions
SA Table Code Value Setup - CAM Activity Result overview
SA Table Code Value Setup - CAM Contact Method overview
SA Table Code Value Setup - CAM Contact Method field descriptions
SA Table Code Value Setup - CAM Contact Type overview
SA Table Code Value Setup - Condition Code overview
SA Table Code Value Setup - Country overview
SA Table Code Value Setup - Country field descriptions
SA Table Code Value Setup - Customer Table Setup overview
SA Table Code Value Setup - Customer Table Setup field descriptions
SA Table Code Value Setup - Customer Price Type overview
SA Table Code Value Setup - Customer/Industry Type overview
SA Table Code Value Setup - Date Format overview
SA Table Code Value Setup - Department overview
SA Table Code Value Setup - Device Location overview
SA Table Code Value Setup - Device Location field descriptions
SA Table Code Value Setup - Division overview
SA Table Code Value Setup - Division field descriptions
SA Table Code Value Setup - Division Group overview
SA Table Code Value Setup - Division Group field descriptions
SA Table Code Value Setup - ECCN Classification overview
SA Table Code Value Setup - Family Group overview
SA Table Code Value Setup - Freight Consolidation overview
SA Table Code Value Setup - Freight Terms overview
SA Table Code Value Setup - Freight Terms field descriptions
SA Table Code Value Setup - Frozen Reason (IC) overview
SA Table Code Value Setup - Lost Business (OE) overview
SA Table Code Value Setup - Lost Business (OE) field descriptions
SA Table Code Value Setup - Package Group Type overview
SA Table Code Value Setup - Package Type overview
SA Table Code Value Setup - Package Type field descriptions
SA Table Code Value Setup - Product Category overview
SA Table Code Value Setup - Product Category field descriptions
SA Table Code Value Setup - Search (Autocomplete) overview
SA Table Code Value Setup - Search (Autocomplete) field descriptions
SA Table Code Value Setup - Search (Global) overview
SA Table Code Value Setup - Search (Global) field descriptions
SA Table Code Value Setup - Search (Links Setup) overview
SA Table Code Value Setup - Search (Links Setup) field descriptions
SA Table Code Value Setup - Search (Links) overview
SA Table Code Value Setup - Search (Links) field descriptions
SA Table Code Value Setup - Ship Via overview
SA Table Code Value Setup - Ship Via field descriptions
SA Table Code Value Setup - Transfer Reason overview
SA Table Code Value Setup - Transportation Method overview
SA Table Code Value Setup - Transportation Method field descriptions
SA Table Code Value Setup - Transportation Service Level overview
SA Table Code Value Setup - Transportation Service Level field descriptions
SA Table Code Value Setup - Transportation Standard Carrier overview
SA Table Code Value Setup - Transportation Standard Carrier field descriptions
SA Table Code Value Setup - Unit Conversion overview
SA Table Code Value Setup - Unit Conversion field descriptions
SA Table Code Value Setup - Vendor Price Group overview
SA Table Code Value Setup - Vendor Product Group overview
SA Table Code Value Setup - Vendor Product Group Type field descriptions
SA Operator Setup overview
SA Operator Setup - Select Users overview
SA Operator Setup - Select Users field descriptions
SA Operator Setup - New User overview
SA Operator Setup - New User field descriptions
SA Operator Setup - Static Information overview
SA Operator Setup - Static Information field descriptions
SA Operator Setup - Entry Options overview
SA Operator Setup - Entry Options field descriptions
SA Operator Setup - Controls overview
SA Operator Setup - Controls field descriptions
SA Operator Setup - Other Options overview
SA Operator Setup - Other Options field descriptions
SA Operator Setup - Function Security overview
SA Operator Setup - Function Security field descriptions
SA Tax Table Setup overview
SA Tax Table Setup field descriptions
SA Authorization Point Setup overview
SA Authorization Point Setup field descriptions
SA Custom Table Setup overview
SA User Record Setup overview
Inquiry
SA Connection Inquiry overview
SA Connection Inquiry field descriptions
SA ION Inbox/Outbox Inquiry overview
SA ION Inbox/Outbox Inquiry field descriptions
Reports
SA reports
SA AvaTax Address Validation Report overview
SA AvaTax Address Validation Report ranges and options
SA Balance Maintenance Report overview
SA Balance Maintenance Report ranges and options
SA Company Information Report overview
SA Company Information Report ranges and options
SA Customer Mailing Labels Report overview
SA Customer Mailing Labels Report ranges and options
SA Default Label Retrieval overview
SA Default Label Retrieval ranges and options
SA Error Messages Report overview
SA Error Messages Report ranges and options
SA Generate PROMON Information Report
SA Government Exemption Table Report overview
SA Government Exemption Table Report ranges and options
SA Government State and Local Report overview
SA Government State and Local Report ranges and options
SA Government Tax Master Report overview
SA Government Tax Master Report ranges and options
SA Import Metadata Report overview
SA Import Metadata Report ranges and options
SA Index Rebuild Report overview
SA Index Rebuild Report ranges and options
SA Infor Support Assistant Report overview
SA Journal Assignment Report overview
SA Journal Assignment Report ranges and options
SA Label Configuration Review Report overview
SA Label Configuration Review Report ranges and options
SA Login Attempts Report overview
SA Login Attempts Report ranges and options
SA Menu Control Report overview
SA Menu Control Report ranges and options
SA Metadata Diff Report overview
SA Metadata Diff Report ranges and options
SA Operator Information Report overview
SA Operator Information Report ranges and options
SA Operator Menu Security Report overview
SA Operator Preferences Report overview
SA Operator Preferences Report ranges and options
SA Operator Security Violations Report overview
SA Operator Security Violations Report ranges and options
SA Phone Listing Report overview
SA Phone Listing Report ranges and options
SA Pricing Science Report overview
SA Pricing Science Report ranges and options
SA Printers Report overview
SA Printers Report ranges and options
SA Report Options Report overview
SA Report Options Report ranges and options
SA Run Support Programs Report overview
SA Summary Data Retrieval Report overview
SA Summary Data Retrieval Report ranges and options
SA System Tax Table Report overview
SA System Tax Table Report ranges and options
SA Table Currency Report overview
SA Table Currency Report ranges and options
SA Table Values Report overview
SA Table Values Report ranges and options
SA Word Index Rebuild Report overview
SA Word Index Rebuild Report ranges and options
SAD reports
SA Data Archive Business Analysis Report overview
SA Data Archive Business Analysis Report ranges and options
SA Data Archive Check Rec Records Report overview
SA Data Archive Check Rec Records Report ranges and options
SA Data Archive Customer Marketing Report overview
SA Data Archive Customer Marketing Report ranges and options
SA Data Archive General Ledger Report overview
SA Data Archive General Ledger Report ranges and options
SA Data Archive Inventory FIFO Layers Report overview
SA Data Archive Inventory FIFO Layers Report ranges and options
SA Data Archive Inventory Lots Report overview
SA Data Archive Inventory Lots Report ranges and options
SA Data Archive Inventory Serial Numbers Report overview
SA Data Archive Inventory Serial Numbers Report ranges and options
SA Data Archive Inventory Transactions Report overview
SA Data Archive Inventory Transactions Report ranges and options
SA Data Archive Orders Report overview
SA Data Archive Orders Report ranges and options
SA Data Archive Payables Report overview
SA Data Archive Payables Report ranges and options
SA Data Archive Purchase Orders Report overview
SA Data Archive Purchase Orders Report ranges and options
SA Data Archive Receivables Report overview
SA Data Archive Receivables Report ranges and options
SA Data Archive Sales Manager Report overview
SA Data Archive Sales Manager Report ranges and options
SA Data Archive Service Warranty Report overview
SA Data Archive Service Warranty Report ranges and options
SA Data Archive Shipments Report overview
SA Data Archive Shipments Report ranges and options
SA Data Archive System Audit Log Tracking Report overview
SA Data Archive System Audit Log Tracking Report ranges and options
SA Data Archive System Balance Changes Report overview
SA Data Archive System Balance Changes Report ranges and options
SA Data Archive System Balancing History Report overview
SA Data Archive System Balancing History Report ranges and options
SA Data Archive System Event Management Tables Report overview
SA Data Archive System Event Management Tables Report ranges and options
SA Data Archive System Journals Report overview
SA Data Archive System Journals Report ranges and options
SA Data Archive System Office Interface Report overview
SA Data Archive System Office Interface Report ranges and options
SA Data Archive System SXXML Log Tables Report overview
SA Data Archive System SXXML Log Tables Report ranges and options
SA Data Archive Transfers Report overview
SA Data Archive Transfers Report ranges and options
SA Data Archive Trend Quality Cycle Report overview
SA Data Archive Trend Quality Cycle Report ranges and options
SA Data Archive Trend Quality Events Report overview
SA Data Archive Trend Quality Events Report ranges and options
SA Data Archive WM Transactions Report overview
SA Data Archive WM Transactions Report ranges and options
SA Data Archive Work Orders Report overview
SA Data Archive Work Orders Report ranges and options
Administration
SAA reports
SA Administrator Birst Extraction Report overview
SA Administrator Birst Extraction Report ranges and options
SA Administrator Commerce Catalog Load Report overview
SA Commerce Catalog Load Report ranges and options
SA Administrator Cross Company Customer Copy Report overview
SA Administrator Cross Company Customer Copy Report ranges and options
SA Administrator Cross Company Product Copy Report overview
SA Administrator Cross Company Product Copy Report ranges and options
SA Administrator Cross Company System Copy Report overview
SA Administrator Cross Company System Copy Report ranges and options
SA Administrator Cross Company Vendor Copy Report overview
SA Administrator Cross Company Vendor Copy Report ranges and options
SA Administrator Inactive Catalog Removal Report overview
SA Administrator Inactive Catalog Removal Report ranges and options
SA Administrator Inactive Customer Removal Report overview
SA Administrator Inactive Customer Removal Report ranges and options
SA Administrator Inactive Product Removal Report overview
SA Administrator Inactive Product Removal Report ranges and options
SA Administrator Inactive Ship From Removal Report overview
SA Administrator Inactive Ship From Removal Report ranges and options
SA Administrator Inactive Vendor Removal Report overview
SA Administrator Inactive Vendor Removal Report ranges and options
SA Administrator ION Delete Processed I/O Records Report overview
SA Administrator ION Delete Processed I/O Records Report ranges and options
SA Administrator ION Initial Load Report overview
SA Administrator ION Initial Load Report ranges and options
SA Administrator Journal Recovery Payroll Report overview
SA Administrator Journal Recovery Payroll Report ranges and options
SA Administrator Journal Recovery Report overview
SA Administrator Journal Recovery Report ranges and options
SA Administrator Operator Disconnect Report overview
SA Administrator Operator Disconnect Report ranges and options
SA Administrator Re-Encryption Report overview
SA Administrator Re-Encryption Report ranges and options
SA ION I/C Balances Report overview
SA ION I/C Balances Report ranges and options
SA Mass Maintenance Utility Report overview
SA Mass Maintenance Utility Report ranges & options
SA Mass Maintenance Set Deletion Report overview
SA Mass Maintenance Set Deletion Report ranges & options
SA Monitor SAATI Process Report overview
SA Print Unix File Report overview
SA Print Unix File Report ranges and options
SA Tenant Refresh - Data Export Report overview
SA Tenant Refresh - Data Import Report overview
SA File Transfer Administration overview
SA File Transfer Administration field descriptions
SA MTD VAT Reporting overview
SA Mass Maintenance Administration overview
SA GDPR Compliance overview
SA GDPR Compliance field descriptions
SA Administrator Options overview
SA Administrator Options - Customers overview
SA Administrator Options - Customer - Defaults overview
SA Administrator Options - Customers - Defaults field descriptions
SA Administrator Options - Customer - Statements overview
SA Administrator Options - Customer- Statements field descriptions
SA Administrator Options - Customer - Service Charges overview
SA Administrator Options - Customer - Service Charges field descriptions
SA Administrator Options - Customer - Cash Receipts overview
SA Administrator Options - Customer - Cash Receipts field descriptions
SA Administrator Options - Customer - Balances overview
SA Administrator Options - Customer - Balances field descriptions
SA Administrator Options - Vendors overview
SA Administrator Options - Vendors - Print Formats overview
SA Administrator Options - Vendors - Print Formats field descriptions
SA Administrator Options - Vendors - Invoice Defaults overview
SA Administrator Options - Vendors - Invoice Defaults field descriptions
SA Administrator Options - Vendors - Analysis overview
SA Administrator Options - Vendors - Analysis field descriptions
SA Administrator Options - Vendors - Receiving overview
SA Administrator Options - Vendors - Receiving field descriptions
SA Administrator Options - Vendors - Balances overview
SA Administrator Options - Vendors - Balances field descriptions
SA Administrator Options - Products overview
SA Administrator Options - Products - Defaults overview
SA Administrator Options - Products - Defaults field descriptions
SA Administrator Options - Products - Alternates/UPC overview
SA Administrator Options - Products - Alternates/UPC field descriptions
SA Administrator Options - Products - Costs overview
SA Administrator Options - Products - Costs field descriptions
SA Administrator Options - Products - Replenishment overview
SA Administrator Options - Products - Replenishment field descriptions
SA Administrator Options - Products - Pricing overview
SA Administrator Options - Products - Pricing field descriptions
SA Administrator Options - Products - Multiple Level overview
SA Administrator Options - Products - Multiple Level field descriptions
SA Administrator Options - Products - Rebates overview
SA Administrator Options - Products - Rebates field descriptions
SA Administrator Options - Products - Alternate Rebate Methods overview
SA Administrator Options - Products - Alternate Rebate Methods field descriptions
SA Administrator Options - Products - Cores overview
SA Administrator Options - Products - Cores field descriptions
SA Administrator Options - Products - Product Restrictions overview
SA Administrator Options - Products - Product Restrictions field descriptions
SA Administrator Options - Products - Warehouse Manager overview
SA Administrator Options - Products - Warehouse Manager field descriptions
SA Administrator Options - Products - National Program overview
SA Administrator Options - Products - National Program field descriptions
SA Administrator Options - Documents overview
SA Administrator Options - Documents - Kit Production overview
SA Administrator Options - Documents - Kit Production - Processing overview
SA Administrator Options - Documents - Kit Production - Processing field descriptions
SA Administrator Options - Documents - Kit Production - Printing overview
SA Administrator Options - Documents - Kit Production - Printing field descriptions
SA Administrator Options - Documents - Sales Orders overview
SA Administrator Options - Documents - Sales Orders - Entry Settings overview
SA Administrator Options - Documents - Sales Orders - Entry Settings field descriptions
SA Administrator Options - Documents - Sales Orders - Processing overview
SA Administrator Options - Documents - Sales Orders - Processing field descriptions
SA Administrator Options - Documents - Sales Orders - Approval Process overview
SA Administrator Options - Documents - Sales Orders - Approval Process field descriptions
SA Administrator Options - Documents - Sales Orders - Back Orders overview
SA Administrator Options - Documents - Sales Orders - Back Orders field descriptions
SA Administrator Options - Documents - Sales Orders - Printing overview
SA Administrator Options - Documents - Sales Orders - Printing field descriptions
SA Administrator Options - Documents - Sales Orders - Highest Price overview
SA Administrator Options - Documents - Sales Orders - Highest Price field descriptions
SA Administrator Options - Documents - Sales Orders - Quote Orders overview
SA Administrator Options - Documents - Sales Orders - Quote Orders field descriptions
SA Administrator Options - Documents - Purchase Orders overview
SA Administrator Options - Documents - Purchase Orders - Entry Defaults overview
SA Administrator Options - Documents - Purchase Orders - Entry Defaults field descriptions
SA Administrator Options - Documents - Purchase Orders - Replenishment overview
SA Administrator Options - Documents - Purchase Orders - Replenishment field descriptions
SA Administrator Options - Documents - Purchase Orders - Accounting overview
SA Administrator Options - Documents - Purchase Orders - Accounting field descriptions
SA Administrator Options - Documents - Purchase Orders - Printing overview
SA Administrator Options - Documents - Purchase Orders - Printing field descriptions
SA Administrator Options - Documents - Job Management overview
SA Administrator Options - Documents - Job Management - Printing overview
SA Administrator Options - Documents - Job Management - Printing field descriptions
SA Administrator Options - Documents - Job Management - Processing overview
SA Administrator Options - Documents - Job Management - Processing field descriptions
SA Administrator Options - Documents - Transfer Orders overview
SA Administrator Options - Documents - Transfer Orders - Processing overview
SA Administrator Options - Documents - Transfer Orders - Processing field descriptions
SA Administrator Options - Documents - Transfer Orders - Replenishment overview
SA Administrator Options - Documents - Transfer Orders - Replenishment field descriptions
SA Administrator Options - Documents - Transfer Orders - Printing overview
SA Administrator Options - Documents - Transfer Orders - Printing field descriptions
SA Administrator Options - Documents - Service Warranty overview
SA Administrator Options - Documents - Service Warranty - Entry Settings overview
SA Administrator Options - Documents - Service Warranty - Entry Settings field descriptions
SA Administrator Options - Documents - Service Warranty - Printing overview
SA Administrator Options - Documents - Service Warranty - Printing field descriptions
SA Administrator Options - Documents - Value Add overview
SA Administrator Options - Documents - Value Add - Entry Settings overview
SA Administrator Options - Documents - Value Add - Entry Settings field descriptions
SA Administrator Options - Documents - Value Add - Printing overview
SA Administrator Options - Documents - Value Add - Printing field descriptions
SA Administrator Options - Financials overview
SA Administrator Options - Financials - Account Structure overview
SA Administrator Options - Financials - Account Structure field descriptions
SA Administrator Options - Financials - Period Structure overview
SA Administrator Options - Financials - Period Structure field descriptions
SA Administrator Options - Financials - Fiscal Year overview
SA Administrator Options - Financials - Fiscal Year field descriptions
SA Administrator Options - Financials - Profit Distribution overview
SA Administrator Options - Financials - Profit Distribution field descriptions
SA Administrator Options - Financials - Check Reconciliation overview
SA Administrator Options - Financials - Check Reconciliation field descriptions
SA Administrator Options - Sales History overview
SA Administrator Options - Sales History - Levels overview
SA Administrator Options - Sales History - Rebates/Basis overview
SA Administrator Options - Sales History - Rebates/Basis field descriptions
SA Administrator Options - Sales History - Customer overview
SA Administrator Options - Sales History - Customer field descriptions
SA Administrator Options - System overview
SA Administrator Options - System - General overview
SA Administrator Options - System - General field descriptions
SA Administrator Options - System - Options overview
SA Administrator Options - System - Options field descriptions
SA Administrator Options - System - User Fields overview
SA Administrator Options - System - User Fields field descriptions
SA Administrator Options - System - Function Types overview
SA Administrator Options - System - Menu Items overview
SA Administrator Options - System - Report Items overview
SA Administrator Options - System - Login Security overview
SA Administrator Options - System - Login Security field descriptions
SA Administrator Options - System - Report Scheduler overview
SA Administrator Options - System - Report Scheduler field descriptions
SA Administrator Options - Logistics overview
SA Administrator Options - Logistics - IBC Options overview
SA Administrator Options - Logistics - IBC Options field descriptions
SA Administrator Options - Logistics - WL Options overview
SA Administrator Options - Logistics - WL Options field descriptions
SA Administrator Options - Logistics - WL Locations overview
SA Administrator Options - Logistics - WL Locations field descriptions
SA Administrator Options - Integrations overview
SA Administrator Options - Integrations - Configurator Options overview
SA Administrator Options - Integrations - Configurator Options field descriptions
SA Administrator Options - Integrations - Tax Interface Options overview
SA Administrator Options - Integrations - Tax Interface Options field descriptions
SA Administrator Options - Integrations - Financial Interface overview
SA Administrator Options - Integrations - Financial Interface Options field descriptions
SA Administrator Options - Integrations - ION Interface Options overview
SA Administrator Options - Integrations - ION Interface Options field descriptions
SA Administrator Options - Integrations - Billtrust Options overview
SA Administrator Options - Integrations - Billtrust Options field descriptions
SA Administrator Options - Integrations - DNBi Integration Options overview
SA Administrator Options - Integrations - DNBi Integration Options field descriptions
SA Administrator Options - Integrations - Service Management overview
SA Administrator Options - Integrations - Service Management field descriptions
SA Administrator Options - Integrations - CRM Integration Options overview
SA Administrator Options - Integrations - CRM Integration Options field descriptions
SA Administrator Options - Integrations - Document Management overview
SA Administrator Options - Integrations - Document Management field descriptions
SA Administrator ION Noun Setup overview
SA Administrator ION Noun Setup field descriptions
SA Extension Administration overview
SA Personalization Administration overview
SA Personalization Administration field descriptions
SA Personalization Administration - Import Personalization overview
SA Audit Processing Administration overview
SA Audit Processing Administration field descriptions
SA Administrator Grant Authorization overview
SA Administrator Authorization Security Setup overview
Authorization Point Security overview
SA Printer Queue Setup overview
SA Audit System Administration overview
Tax Interface
TI Administration Audit Report overview
TI Administration Audit Report ranges and options
TI Tax Calculator Administration overview
TI Tax Calculator Administration field descriptions
TI Tax Jurisdiction Administration overview
TI Tax Jurisdiction Administration field descriptions
Event Manager
SA Event Manager Trigger Setup overview
SA Event Manager Trigger Setup field descriptions
SA Event Manager Event Setup overview
SA Event Manager Event Setup field descriptions
SA Event Manager Activate Entry overview
SA Event Manager Activate Entry - Activate Events Maintenance overview
SA Event Manager Activate Entry - Event field descriptions
SA Event Manager Activate Entry - Action field descriptions
SA Event Manager Transaction Inquiry overview
Form and field descriptions - Report Scheduler
Setup
RS Job Group Setup overview
RS Job Group Setup - Job Group Details overview
RS Job Group Setup - Job Group Details field descriptions
RS Job Group Setup - Job Group Components overview
RS Job Group Setup - Job Component Detail overview
RS Queue Setup overview
RS Queue Setup field descriptions
Reports
RS Queue Defaults Master List Report overview
RS Queue Defaults Master List Report ranges and options
RS Queue Master List Report overview
RS Queue Master List Report ranges and options
RS Job Group Master List Report overview
RS Job Group Master List Report ranges and options
RS Scheduled Reports overview
RS Scheduled Reports ranges and options
Administration
RSA Reports
RS Administration Purge Stored Reports overview
RS Administrator Purge Stored Reports ranges and options
RS Activity Administration overview
RS Activity Administration field descriptions
RS Default Queue Administration overview
RS Default Queue Administration field descriptions
RS Startup/Shutdown Administration overview
Form and field descriptions - Data Conversion
Reports
Data Conv Customer Convert ARSC Customers overview
Data Conv Customer Convert ARSL Lockbox overview
Data Conv Customer Convert ARSPT Price Types overview
Data Conv Customer Convert ARSRT Rebate Types overview
Data Conv Customer Convert ARSS Shiptos overview
Data Conv Customer Convert Open AR Trans overview
Data Conv Customer Convert SMSEH HazMat History overview
Data Conv Customer Delete ARSC Customers overview
Data Conv Customer Delete ARSL Lockbox overview
Data Conv Customer Delete ARSS Shiptos overview
Data Conv Customer Delete Customer Price Types overview
Data Conv Customer Delete Customer Rebate Types overview
Data Conv Customer Delete Open AR Trans overview
Data Conv Customer Delete SMSEH HazMat History overview
Data Conv Customer Validate ARSC Customers overview
Data Conv Customer Validate ARSS Shiptos overview
Data Conv Fully Divisional Setup overview
Data Conv GL Convert Accounts GLSA W/Balances overview
Data Conv GL Convert Auto Distrib. GLSD overview
Data Conv GL Convert Budgets GLSB overview
Data Conv GL Delete Accounts GLSA overview
Data Conv GL Delete Auto Distrib. GLSD overview
Data Conv GL Delete Budgets GLSB overview
Data Conv GL Delete Division Setup
Data Conv GL Delete Invent. Distr. ICSEG overview
Data Conv GL Delete Transactions GLET overview
Data Conv GL Validate Accounts GLSA overview
Data Conv IC Convert Shopping Lists ICSPL/ICSPLP overview
Data Conv IC Delete Shopping Lists ICSPL/ICSPLP overview
Data Conv Inventory Convert Add'l Bins overview
Data Conv Inventory Convert Catalog ICSC overview
Data Conv Inventory Convert FIFO Layers ICSEF overview
Data Conv Inventory Convert Kits KPSG & KPSO overview
Data Conv Inventory Convert Kits KPSK overview
Data Conv Inventory Convert Lots ICSEL overview
Data Conv Inventory Convert Prod Lines ICSL overview
Data Conv Inventory Convert Prod Refs ICSEC overview
Data Conv Inventory Convert Products ICSP &ICSS overview
Data Conv Inventory Convert Serial ICSES/ICETS overview
Data Conv Inventory Convert SHIMS ICSX Prep overview
Data Conv Inventory Convert UPC Codes ICSV overview
Data Conv Inventory Convert Units ICSEU overview
Data Conv Inventory Convert Whse Line Hits overview
Data Conv Inventory Convert Whse Prods ICSW overview
Data Conv Inventory Convert Whse Usage ICSWU overview
Data Conv Inventory Delete Add'l Bins overview
Data Conv Inventory Delete Catalog ICSC overview
Data Conv Inventory Delete FIFO Layers ICSEF overview
Data Conv Inventory Delete Kits KPSG & KPSO overview
Data Conv Inventory Delete Kits KPSK overview
Data Conv Inventory Delete Prod Lines ICSL overview
Data Conv Inventory Delete Prod Lots ICSEL overview
Data Conv Inventory Delete Prod Refs ICSEC overview
Data Conv Inventory Delete Prod Serial ICSES overview
Data Conv Inventory Delete Products ICSP & ICSS overview
Data Conv Inventory Delete Serial Tran ICETS overview
Data Conv Inventory Delete Transactions ICET overview
Data Conv Inventory Delete Units ICSEU overview
Data Conv Inventory Delete UPC Codes ICSV overview
Data Conv Inventory Delete Whse Prods ICSW overview
Data Conv Inventory Delete Whse Usage ICSWU overview
Data Conv Inventory Validate Prod Lines ICSL overview
Data Conv Inventory Validate Products ICSP overview
Data Conv Inventory Validate Whse Prods ICSW overview
Data Conv Order Entry Convert Closed Headers overview
Data Conv Order Entry Convert Closed Lines overview
Data Conv Order Entry Convert Fix Closed OE overview
Data Conv Order Entry Convert OE Journal #
Data Conv Order Entry Convert Open Headers overview
Data Conv Order Entry Convert Open Lines overview
Data Conv Order Entry Delete Closed Headers overview
Data Conv Order Entry Delete Closed Lines overview
Data Conv Order Entry Delete OE Journals overview
Data Conv Order Entry Delete Open Headers overview
Data Conv Order Entry Delete Open Lines overview
Data Conv PD Convert Customer Pricing PDSC overview
Data Conv PD Convert Future Changes PDSF overview
Data Conv PD Convert Price Sheets PDSPS overview
Data Conv PD Convert Rebates PDSR overiew
Data Conv PD Convert Spec Vend Contracts PDSVC overview
Data Conv PD Convert Vendor Quotes PDSV overview
Data Conv PD Delete Customer Pricing PDSC overview
Data Conv PD Delete Future Changes PDSF overview
Data Conv PD Delete Price Sheets PDSPS overview
Data Conv PD Delete Rebates PDSR overview
Data Conv PD Delete Specific Vend Contracts PDSVC overview
Data Conv PD Delete Vendor Quotes PDSV overview
Data Conv PD Validate Customer Pricing PDSC overview
Data Conv PD Validate Rebates PDSR overview
Data Conv PO Convert Open Headers overview
Data Conv PO Convert Open Lines overview
Data Conv PO Delete Open Headers overview
Data Conv PO Delete Open Lines overview
Data Conv Renumber POs from Reference overview
Data Conv SM Customer Sales Budget SMSC overview
Data Conv SM Delete Customer Sales Budget SMSC overview
Data Conv System Convert Comments overview
Data Conv System Convert Contacts overview
Data Conv System Convert Contacts-Methods overview
Data Conv System Convert Freight Bill Accounts overview
Data Conv System Convert Gov't Sales Tax overview
Data Conv System Convert HS Tariff Codes overview
Data Conv System Convert Notes overview
Data Conv System Convert Prospects overview
Data Conv System Convert Sales Reps overview
Data Conv System Convert Tax Setups overview
Data Conv System Delete Comments overview
Data Conv System Delete Contacts overview
Data Conv System Delete Contacts-Methods overview
Data Conv System Delete Freight Bill Accounts overview
Data Conv System Delete Gov't Sales Tax overview
Data Conv System Delete HS Tariff Codes overview
Data Conv System Delete Notes overview
Data Conv System Delete Prospects overview
Data Conv System Delete Sales Reps overview
Data Conv System Delete Sales Tax Exemptions overview
Data Conv TWL Delete Bin Master BINMST overview
Data Conv Utilities Source File Viewer overview
Data Conv Utilities List Characters in a File overview
Data Conv Utilities Remove Characters in a File overview
Data Conv Utilities Customize File Layout Report overview
Data Conv VA Convert Fab Assembly VASPSA/VASPSAS overview
Data Conv VA Convert Fab Line Items VASPSL overview
Data Conv VA Convert Fab Products VASP/VASPS overview
Data Conv VA Delete Fab Assembly VASPSA/VASPSAS overview
Data Conv VA Delete Fab Line Items VASPSL overview
Data Conv VA Delete Fab Products VASP/VASPS overview
Data Conv Vendor Convert APSS Shipfroms overview
Data Conv Vendor Convert APSV Vendors overview
Data Conv Vendor Convert Open AP Transactions overview
Data Conv Vendor Delete APSS Shipfroms overview
Data Conv Vendor Delete APSV Vendors overview
Data Conv Vendor Delete Open AP Transactions overview
Hide the Table of Contents
Infor Distribution SX.e online help
Open link in new tab
Open link in new window
Copy link to clipboard