Order Upload Process

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ORDER UPLOAD PROCESS
TABLE OF CONTENTS
1.
EXECUTIVE SUMMARY....................................................................................................
2.
OBJECTIVE AND SCOPE.................................................................................................
3.
INTRODUCTION AND PRE REQUIREMENTS OF THE SYSTEM....................................
4.
PROCESS..........................................................................................................................
Page 2 of 13
Infor XA GRN Upload Process
EXECUTIVE SUMMARY
Hayleys Consumer Products Limited (HCPL) uses Hayleys Groups
centralized Infor XA ERP Application to manage its internal and external
resources. HCPL has implemented POS Order Systems to manage the
sales at world of Hayleys outlet. This user manual will guidance user to
upload POS data to INFOR XA and process uploaded orders.
OBJECTIVE & SCOPE
This User Manual will most useful for a new user, in which they are guided
through each step of accomplishing order uploading and process task.
INTRODUCTION & PRE REQUIREMENTS

Order Uploading System lets you Upload all World Of Hayleys POS orders to the
INFOR XA and process Invoices from INFOR XA .
The General activities of an Order Uploading system will be
o
o
o
o
Upload POS Order data to INFOR XA Offline Files .

Process Offline Orders from INFOR XA.
Create Shipments.
Process Invoices.
Upload POS Order data to INFOR XA

Once user select Upload POS Orders option, all INFOR offline files will update by
summarizing the order information by Customer. If there are any errors in the
uploading data Error report will create as a out put of this option as below.
Pre Requirements of the System

POS system text data file should save in the following path of the client PC .
C:\WOH-XA\WOH-ORD\ ORD-DET.TXT
C:\WOH-XA\WOH-ORD\ ORD-HED.TXT
Page 3 of 13
PROCESS
Upload POS Sales to COM
Instruction
Screen Shots
Select Customer
Order Management
Screen by entering
"COM" and hit entre.
Then select option 1

for Order Processing.
Select Option 7 for

Invoice Processing in
Order Entry Menu.
Page 4 of 13
Customer Order
Management Infor XA
WHO (COM)
Supplementary task
will be displayed on
the selection of option
21.
Customer Order
Management Order
Upload task will be
displayed on the
selection of option
1.
Error list and a Edit

Report will generate
as a output of the
option 1.
History Records of the

Uploaded data can be
displayed in the
Option 2.
Page 5 of 13
Process Orders From Offline
Select COM Order

Entry Menu.
Get Option 2 to
Process Offline Orders
from COM.
Keep the Blanks in the

Order Origin Field and
press Enter to
Continue.
Page 6 of 13
If User need to do any

maintenance to
uploaded orders make
Maintain Offline
Orders field as Y as
below.
Order Numbers will be
generated from the
INFOR XA and orders
will summarized by
customer
Option 2 will do the

changes to Order
Header page .
To display order line

items and do the
changes to the
Line items get option
11.
Page 7 of 13
To process the
uploaded data make
process upload orders
field as Y.
Separate output
reports will generate
for a rejected orders
and approved orders.
If the order contain a
single error in the
header record or line
records, full order will
not be posted.
Rejected Order Report

will be generated due
to error records in the
posting order and
error description will
be shown in the
report with error ID.
Select option 11
(Pick/Pack/Ship
Orders) in the Order
Entry Menu to create
shipments.
Create Pick List and Process Invoicee
Page 8 of 13
Option 8 to Create
Shipments in the
Pick/Pack/Ship Menu.
Enter Order Number

and Correct
Warehouse to create a
shipment to the order.
Page 9 of 13
Enter Ship
Quantity as in the
screen.
Allocate Shipped
Quantities from
location.
Page 10 of 13
Select Option 7 in the

Order Entry Menu to
process invoices.
Select Option 2 in the

Process Invoices Menu
to Create a Invoice.
Page 11 of 13
Enter Correct Wear

House and press
Enter.
All Shipment
created Orders will
be shown in the
screen and Select
Option 6 to print
Invoices.
User can be
selected more
than one order and
press F2 to create
a Invoice.
Page 12 of 13
Then the Invoice

Print Confirmation
Screen will display
and Press Enter to
Confirm.
Invoice Document
will be generated
as a output of this
Option.
Page 13 of 13

Order Upload Process

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[

ORDER UPLOAD PROCESS

OBJECTIVE AND SCOPE.................................................................................................

INTRODUCTION AND PRE REQUIREMENTS OF THE SYSTEM....................................

OBJECTIVE & SCOPE

INTRODUCTION & PRE REQUIREMENTS

Upload POS Order data to INFOR XA Offline Files .

Upload POS Order data to INFOR XA

Pre Requirements of the System

Then select option 1

Select Option 7 for

Error list and a Edit

History Records of the

Process Orders From Offline

Select COM Order

Keep the Blanks in the

If User need to do any

Option 2 will do the

To display order line

Rejected Order Report

Create Pick List and Process Invoicee

Enter Order Number

Select Option 7 in the

Select Option 2 in the

Enter Correct Wear

Then the Invoice

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