Infor M3 connection guide for Jitterbit App Builder

Overview

This guide provides an overview of using App Builder to connect with Infor M3 (or M3). Infor M3 is a cloud-based ERP system providing many manufacturing and distribution-specific APIs.

Specifically, we will review components used to refresh the Access Token to M3 on a periodic basis. In this scenario, the Refresh Token must be refreshed every 2 hours to execute API calls against M3.

System requirements

The following DLLs are required to be installed on the App Builder server to establish the Infor M3 connection:

• Refresh Token DLL

• Invoke Transaction DLL

Refresh token configuration

Param table

Within the App Builder application itself, you need to build a table named Param (exact name required) with the following columns defined:

Note that the Names provided must be exact as the API references them by Name.

*Optional columns that can be defined, but are not required for configuration.

Create a refresh token event

This custom Event must be created on the Param (Source) business object named RefreshToken. To leverage this functionality from within the App Builder app, you'll need the required DLL files placed in the environment, along with the Plugin and Assembly records added to the App Builder database.

1. Navigate to Param (Source)

2. Click Events

3. Click + Rule Event

4. Assign the Name as RefreshToken

5. Set Refresh Scope to Row

6. Click Save

7. Under Actions, click Register Existing

8. Set Type to Plugin

9. Set the Plugin to Refresh Token

10. Click Save

    

Create a scheduled job to refresh the token

1. Navigate to the App Builder IDE

2. Click Monitoring from the Runtime menu

3. Click Schedules

4. Click + Schedule and create:

   • Name: Provide an identifiable name. Example: M3 API Token Refresh

   • Frequency: Periodic Execution of Schedule

   • Application: Name of app assigning job to

   • Recurs every: 90 Minutes

5. Click Save

   

6. Confirm the Event associated with the Schedule has a single Event assigned

Identify the Infor M3 APIs to use

This step assumes Admin credential access to Infor M3:

1. Login and click Administration Tools

2. Click on M3 Metadata Publisher

3. Click the M3 API Repository tab

4. Select Search API

5. Locate the desired API

6. Drill into the API Program Name to identify the required transaction structure and expected naming convention to be built within the App Builder app. Example: PMS050MI

Build App Builder tables and columns to map to API

To use any of the Infor M3 APIs, you need to manually build corresponding Tables in App Builder with the expected names for Tables and Columns. The naming convention that must be used for any Table is ProgramName_TransactionName. For example: PMS100MI_Get

All Tables must contain Columns named exactly as the Infor M3 API definition. For example: FACI, NVarchar(3)

Add an event action to App Builder table

From the table built in App Builder to map to the M3 API, you will need to add an Event Action:

1. Click Events from the Table view

2. Select the Insert Event

3. Click the pencil edit icon

4. Under Actions, click Register Existing

5. Set Type to Plugin

6. Set the Plugin to Invoke Transaction

7. Set the When value to Before

8. Click Save

Create a CRUD rule to insert into table

With the previous steps configured, you can now create a CRUD Rule to insert into the tables in the App Builder app. Data can flow from the App Builder app to M3 and App Builder can receive calls back if needed as well:

1. Navigate to the Workbench > Rules

2. Click + Rule

3. Assign the following:

   • Name: Provide an identifiable Name. Example: PMS050MI_RptReceipt (Insert from MORoutePutaway)

   • Purpose: CRUD

   • Action: Insert

   • Target Layer: Logic Layer

   • Target: select the Table to insert data into. Example: PMS050MI_RptReceipt

   

4. Click the Columns tab to review the information.

   • Target should be set to the Column Name of the Target table where data will be inserted

Resources

Infor M3