KPM Order Receipt User Guide - C-Systems Software...

KPM Order Receipt User Guide Ver. 1.3

© C Systems Software Inc. 2016 – All Rights Reserved 1 9-8-2016

1 When the KPM ordering system is interfaced to Infinity, a user can transmit purchase orders directly to KPM from within the business system, conduct product registration for sales, warranty claims, and look up parts on the KPM website. To view the KPM Purchase Order choose ‘Products and Services’ > ‘Inventory’ > ‘Purchasing’ in Infinity.



2 When the ‘Vendor Maintenance [Purchasing]’ form is displayed the ‘Vendor Finder’ screen will pop up automatically. Enter ‘KPM’ in the ‘Vendor’ box, then choose it by clicking that record and the ‘OK’ button.



3 If this is the first time accessing a KPM purchase order, ensure that the feature is enabled and configured by choosing ‘Purchasing Controls’ > ‘Vendor Communications’ from the menu tabs near the bottom of the form. In the example below the default value of ‘’ shows next to ‘Communication Protocol’. This means the ‘KPM’ feature is not enabled.



4 To activate the KPM order feature click on the drop-down box next to ‘Communication Protocol’ and scroll down to ‘KPM’. Be sure the check box ‘Enable Protocol’ is checked. Next, enter the company KPM ‘Account Number’ and an optional ‘Location Code’. Click ‘Save’ to make the change.

*Note: If the ‘OPEI Code Mapping’ has not been set up do the following steps:

1. Click on the OPEI Code Mapping button, located near the bottom of the window o From the table on the left, select each of the product Lines you will be ordering, then highlight the

corresponding code in the table to the right; press the Map button to link the entries o Instead of linking the Lines individually, you can also use the Auto Map function; this will

automatically link all of your Infinity Product Lines with their corresponding OPEI Code. Once the process has completed, carefully review the mapping, to make sure it is correct.

o Unlink an OPEI Code from its corresponding Infinity Line by highlighting the Line in the left-hand box and clicking the Clear button

o Use the Clear Mapping button if you need to erase all of the links to start over o Save, and then Close the Mapping window

2. Confirm that all entries have been completed; click ‘OK’ to close the window, and Close Configuration



5 From the ‘Vendor Maintenance [Purchasing]’ screen choose the menu tab labeled ‘Open Orders’ to view them. In the example below 1 open KPM purchase order is displayed.



6 When you click on the order number the KPM purchase order detail will display like the example below.

At the bottom of a PO that was transmitted with KPM’s order transmission, a new button will appear that reads “Fill KPM Order”. Clicking this button will open a dialog that will give the current shipment status of the PO, including Quantities Shipped, Serial numbers shipped, and tracking information for the shipment.



7 Clicking the ‘Fill Purchase Order’ button at the bottom of the window will automatically populate the shipped/backordered quantities and serial number directly into the purchase order, saving the person doing the receiving the time that would normally be spent putting in backordered and canceled quantities.



8 The example shows the results of filling the KPM purchase order.

KPM Order Receipt User Guide - C-Systems Software...

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