The customer running this application is in the wholesale and retail business selling building material. All in all, they have around 110 shops based in Norway.
The application is built around the process of entry of customer orders in M3 (OIS100). We support a better customer search and entry system, including the creation of customers and customer addresses. This can happen in advance of the customer order entry, so the application can be used in both a back-office customer center and as a front end app out in the shops. We use several list transactions configured in M3’s CMS010/015, which is creating CMS100MI APIs and IES/enterprise search that are used in the “background”. The plan in Q2 is to integrate the application with Infor’s IDM to show the different documents linked to a customer order. Our customer wanted to use M3’s standard OIS100/101 for order entries, so the application is closely linked to OIS100 with the bookmark function. In OIS101, we have added an extend item search using the enterprise search engine to make searching for items more like a seamless experience. Related is also an order history tab, so you can search and follow up the lifecycle of a customer order. The application is using M3 rest APIs for both updates and listings of M3 information. No SQL is used to retrieve data. To do the extended search from OIS101, we are using a H5 script to start the app. The application is installed via H5’s admin tool and you can start the app as an H5 favorite. In the screenshot below, you’ll see that you can search for customers in a related search using parts of their name. Additionally, you can also see if the customer has related addresses created in M3’s OIS002. With a simple click of the button, you can create a customer, and if you want to, a delivery address in the same function.
