Infor M3 Customer Order Management: OIS100 Configuration, Pricing, and ATP
Customer order management in Infor M3 is centered on the OIS (Order Entry and Invoicing) module, with OIS100 as the primary order entry program. Every configuration decision—from order type setup to pricing hierarchy, ATP (Available to Promise) rules to credit checks—directly impacts order fulfillment speed, pricing accuracy, and customer satisfaction. This guide covers the OIS configurations that make the difference between a streamlined order desk and a bottleneck.
Order Entry Configuration: OIS100, Order Types, and Defaults
OIS100 is where every customer order begins in M3. Order types defined in OIS010 control the behavior of the entire order lifecycle—from entry validation to allocation rules to invoicing. Each order type maps to a specific business scenario: standard sales, sample orders, returns, intercompany transfers, and consignment. Default values for facility (FACI), warehouse (WHLO), and delivery method (MODL) must be configured per order type to minimize manual entry and enforce business rules.
- Define order types in OIS010 with lifecycle rules: entry panels, allocation method, invoice basis, and delivery handling
- Configure customer-level defaults in CRS610/OIS002: payment terms, delivery method, freight terms, and price list
- Set up order-type-specific validation in OIS009: mandatory fields, credit check enforcement, and margin floor alerts
- Enable automatic order confirmation generation via OIS150 with customer-specific email or EDI delivery
- Use OIS101 (Order Entry - Batch) for high-volume EDI order creation with MI program integration
Pricing Hierarchy, Discounts, and Margin Management
M3's pricing engine in OIS modules supports a multi-level hierarchy: base price from OIS017, customer-specific pricing from OIS130, contract pricing from OIS035, and promotional discounts from OIS070. The pricing waterfall evaluates each level in sequence, applying the most specific match. Margin management through floor pricing and escalation rules prevents below-cost orders from slipping through during high-volume order entry.
- Configure pricing priority in OIS017: price list level → customer level → customer group → contract → promotion
- Set up tiered quantity pricing in OIS035 with volume break points and date-effective pricing periods
- Enable margin floor alerts in OIS100: warn or block orders with gross margin below configurable threshold (e.g., 15%)
- Implement promotional pricing in OIS070 with start/end dates, quantity limits, and customer eligibility rules
- Use OIS390 to analyze pricing effectiveness: revenue impact per price change and discount utilization rates
ATP, Credit Management, and Delivery Scheduling
Available to Promise (ATP) in M3 determines when and how much inventory can be committed to customer orders. ATP calculations in MMS190 consider on-hand inventory, incoming supply from production and purchase orders, and committed demand from existing orders. Credit management through ARS110 and CRS627 enforces customer credit limits before order confirmation, preventing exposure to high-risk accounts. Delivery scheduling through OIS100 delivery date calculation ensures realistic promise dates.
- Configure ATP rules in MMS190: include on-hand, scheduled receipts, and firm planned orders; exclude soft demand
- Set up credit limit enforcement in ARS110 with hard block, soft warning, and auto-escalation to credit manager
- Enable delivery date calculation in OIS100 using transport lead times from DRS005 and warehouse availability
- Implement partial delivery rules in OIS002: allow partial shipments, backorder management, or complete-order-only policies
- Monitor order-to-ship cycle time via OIS990 reporting: target 24-48 hours for stock items, track exceptions
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