Logo

eConnect for Infor M3

LeanSwift eConnect for Infor M3 and Magento enables your Magento web shop to seamlessly integrate with Infor M3. It is an out-of-the-box solution that connects your Infor M3 to Magento.

Overview

eConnect enables a secure two-way communication between your Magento webstore and your Infor M3 system. The Magento extension offers configuration options to control the interaction between Magento, LeanSwift eLink and Infor M3.

Key M3 information such as inventory and pricing can be scheduled to be synchronized or can be updated in real-time. Customer and item information is synchronized over to Magento. Each customer will have on-demand access to their order, delivery and invoice history from M3.

Benefits

  • Easy installation and no need for any additional third party products
  • Extend the rich functionality of Infor M3 to your Magento store front
  • Reduce manual work by synchronizing data between the systems
  • Take full advantage of Magento’s rich marketing features
  • Offering backed by LeanSwift’s wealth of knowledge within the Infor M3 space
  • Standard product with maintenance guarantees compatibility with future versions of Magento and future versions of Infor M3

Functionality

Customer and address synchronization

Magento supports creating an unlimited number of attributes/fields for customers and products. LeanSwift eConnect enables synchronization of customer attributes between Infor M3 and Magento – including addresses.

Product synchronization

The Product Information transaction offers the ability to map and sync select fields from the M3 Item master (MMS001/MITMAS) to Magento’s Product attributes. Magento supports creating an unlimited number of product attributes. With LeanSwift eConnect you can continue to maintain the product info that you already have in Infor M3 and add additional product info in Magento to complete the product presentation. Any product attribute in Magento can be used for sorting and filtering of products.

With this transaction it is possible to keep in sync discrete values within M3’s Item Master (MMS001/MITMAS) with Magento’s product attribute. Synchronization can either be scheduled or initiated manually from the Magento Admin panel.

Products

Products from which data should be synchronized must first be created in Magento.

Pricing, synchronized retail price and real time pricing for B2B customers

LeanSwift eConnect pricing supports both B2B and B2C stores. Existing generic or customer unique M3 pricing and discounts are presented in your storefront. On top of the base pricing from Infor M3 – you can use Magento campaigns and advanced pricing to extend the M3 pricing even further.

For B2C stores and for customers not yet logged into your B2B store you can present the retail price from a price list maintained in Infor M3. When logged in, all B2B customers will get their customer specific price identical to orders placed directly in Infor M3.

Inventory

Inventory synchronization with M3 can be handled in two different ways – via a background scheduled jobs in Magento, or in real-time at various points throughout the shopping process.

Inventory Value Selection

eConnect now offers a possibility to select which quantity value from M3 should be used as ‘Quantity’. The setting can be found under the ‘Inventory Synchronization’ section of the eConnect configuration:

The available options are:

  1. Allocatable Net
  2. On-hand balance
  3. Available inventory

Where ‘Allocatable Net’ is the default setting with the eConnect install.

Background synchronization

The inventory synchronization can be scheduled to run at any frequency. The standard M3 API transactions MMS200MI_GetItmWhsBal and MMS162_LstStyleWhsBal are used depending on whether the product is Simple or Configured (M3 Style).

Real-time synchronization

The real-time sync uses the same API logic as the scheduled synchronization. eConnect supports real-time inventory sync at three different points, all controlled via the LeanSwift eConnect extension in Magento Admin:

  1. During load of a product detail page
    An inventory result where the selected quantity value in M3 is less than ‘0’ will lead to the product showing as ‘Out of Stock’
  2. At the Add-to-Cart stage
    The end-user is presented with an error message that the requested quantity isn’t available and Add-to-Cart isn’t possible.
  3. At the Complete Order stage
    The end-user is presented with an error message that the requested quantity isn’t available and final Checkout isn’t possible.

The net effect for the end-user on the site is the same for all three checks – it will not be possible to proceed past the step in question.

Order Entry

Order entry – B2B Scenario

LeanSwift eConnect supports B2C as well as B2B configurations. This example includes placing a B2B order when using Magento as a customer self service portal for your B2B customers. The customer has terms (30 days net) can place the order without using a credit card, including a PO number that will be used as the customers order number in Infor M3.

Order statuses from Infor M3 is being displayed in the storefront for a transparent supply chain.

Order entry – B2C Scenario (each Magento user is mapped to a unique M3 customer)

LeanSwift eConnect supports B2C business processes with two different integrations to Infor M3. In this scenario each new Magento user will automatically create and be mapped to a new customer in Infor M3. All you need to do is to define a template customer in Infor M3 that should be used when creating new customers.

Order entry – B2C Scenario (all Magento users share a common M3 Customer number)

LeanSwift eConnect supports B2C business processes with two different integrations to Infor M3. In this scenario each new Magento user will be mapped to a common customer number in Infor M3. All web orders will share a single customer number to avoid creating thousands of new customers in Infor M3 – the customer sales statistics will be kept in Magento. Each order will of course have its own address information.

Order detail information in Magento sent to Infor M3

LeanSwift eConnect supports passing shipping fees, invoice fees, gift wrapping, tax amounts and more to Infor M3 to make sure the account entries are posted correctly. These fees can be passed to Infor M3 either as charges or added to the order as non-stock items that you have setup in M3 for this purpose.

Shipping methods

Magento supports many shipping methods out of the box and an extensive list of additional shipping methods can be added with Magento extensions.

Enable and configure the shipping methods you’d like to use in Magento Admin. The Magento marketplace offers 100+ shipping extensions with carrier integrations and more.

Shipping Methods

LeanSwift eConnect enables a mapping between the Shipping Methods enabled in Magento and Delivery Method and Delivery Terms in Infor M3.

Shipping methods to M3

Order charges

eConnect 15.3 includes support for three types of order charges:

  1. Freight (Shipping)
  2. Invoice fees
  3. Gift Wrapping

Each of these are in M3 added as an order header charge (i.e. can in M3 be found within

‘Customer Order. Connect Charges’ (OIS103).

The following order provides an example of where all these three charges are present within Magento, and how they are represented within M3 (note – the Invoice fee setup is a backend configuration within eConnect):

OrderChargesStoreFront

Credit card processing

LeanSwift eConnect is designed to leverage the standard credit card and payment processing functionality in Magento. There are many local payment extensions designed for a specific market and therefore it’s been key in our design to support the Magento standard process.

Magento supports “Direct sale”, i.e. to both authorize & capture the funds as a single step when the order is placed or an initial authorization and a delayed capture. When delayed capture is used – then the eConnect will ensure that the amount to be captured is the invoice amount from Infor M3.

CC Config

The authorization of the customer’s card takes place as usual upfront when the order is placed. Once the entire (or part of) the order has been picked, packed, shipped & invoiced in Infor M3 – then eConnect will synchronize the invoice to Magento. Once the invoice is created, the capture transaction (depending on the setting above) will be initiated from within Magento.

It is also possible to opt to handle the capture from within M3 via the standard batch process that can be initiated following invoicing of the order. In this case, the above ‘Capture Payment Online’ parameter should be set to ‘No’ within Magento.

CC Config

The authorization of the customer’s card takes place as usual upfront when the order is placed. Once the entire (or part of) the order has been picked, packed, shipped & invoiced in Infor M3 – then eConnect will synchronize the invoice to Magento. Once the invoice is created, the capture transaction (depending on the setting above) will be initiated from within Magento.

It is also possible to opt to handle the capture from within M3 via the standard batch process that can be initiated following invoicing of the order. In this case, the above ‘Capture Payment Online’ parameter should be set to ‘No’ within Magento.

eConnect Add-on modules

Return Merchandise Authorization (RMA)

Return Merchandise Authorization (RMA) is offered as an add-on module to the core eConnect product. The RMA functionality supported by eConnect RMA’s is based on the functionality in Magento Enterprise Edition and is not supported in Magento Community Edition.

This module supports the following scenarios:

  • Returns
  • Claims with stock return
  • Claims without stock return
  • Exchanges

Magento Enterprise Edition RMA Workflow

rma-workflow

Related documents

Sales reps

LeanSwift eConnect Sales Rep module turns your eCommerce platform into an efficient sales tool for your sales reps. As a sales rep you will find a list of the customers that you are assigned to (in Infor M3 or in Magento). You will be able to view orders, shipments and invoices and have a good overview of historic transactions.

When selecting a specific customer you can “sign in as” this customer and start placing orders using the store front with full access to current product information, available inventory etc.

Testimonials

One of many…

Technical Requirements

  • Leverages standard M3 API transactions to ensure efficient and safe communication with the database
  • Compatible with Infor/Lawson Movex V12.x
  • Compatible with Infor M3 V7.x
  • Compatible with Infor M3 V10.x
  • Compatible with Infor M3 V13.x
  • Compatible with Magento Community Edition
  • Compatible with Magento Enterprise Edition

Related Document

Contact Us
Your message was successfully sent



×