Configuring a New Facility

When the Billing product is used with a new facility, a number of configuration steps are required.
  • Recurring Storage Job configured and scheduled
  • Master data transferred from the WM to the Billing product
  • Facility record updated with billing specific parameters
  • Accounting package configuration

New Facility Configuration Checklist

Use this checklist to support new facilities in the Billing system:

WM Integration

Run the Billing Maintenance job This job will transfer the Facility data from WM to Billing, and also create a Remit Address record for each facility (this job also transfers other types of data, such as item information and date information):

If this is the first facility, this job will need to be resumed from the Scheduled Jobs screen. Otherwise, the job can be run manually from the Job List screen. It should be run at a slow time in the facility and may take a significant amount of time to complete. See Infor Supply Chain Execution Administrator's Guide.

Add Recurring Job Add a new job for creating recurring storage charges in the Job List screen. Use the facility code as the parameter for this job.
Schedule Recurring Job Schedule the recurring job to run in the Scheduled Jobs screen. This is usually set to run on a daily basis.
Check Master Data After the interface jobs are complete, the system will add the Facility record to the Billing system (available under Configuration > Masters. You can also review the carriers, trading partners, and items that were transferred and added to the appropriate group records.

Facility Configuration:

Facility When the integration is working properly, the system will automatically create facility records in Infor SCE 3PL Billing module based on the facilities in the integrated WMS. You’ll need to update this record will billing-specific data.

Accounting Configuration

Corporations The corporation/department/account structure should match the setup in your accounting package. Create or make changes to this structure to accommodate the new facility that is being added.
Charge Account Distributions If charges are split out to different departments and accounts for different facilities, create the distribution entries for the facility.
Account Configuration Report The Account Configuration Report will allow you to print out the corporation/department/account and charge structure to verify its accuracy.