M3 Training Catalog

CloudSuite Distribution Course Catalog

Your learning solution for any role and skill-level.

Maximize your potential with innovative training programs developed to help you master your CloudSuite Distribution solution. Designed for any role and skill level, you ’ll benefit from collaborative and expert led learning.

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Instructor Led Training (ILT)

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Course Name Course Description Course Duration Course Audience
CloudSuite Distribution/SX.e: ION API Overview - Instructor-Led Training Learn how to use the ION API gatewayto submit orders and retrieve data from the Distribution system. Web sites and other systems can make REST API calls via OAuth 2 authentication to access data the Infor Distribution system from outside of the network. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 16 Hours Partners,Customers,Employees
CloudSuite Distribution: Extending WebUI - Instructor-Led Training This course covers the principles and practices of WebUI extensibility within Infor Cloud Suite Distribution, focusing on using JavaScript and Angular for customizing the user interface. It details the architecture differences between cloud and on-premises environments, requirements for SX.e extensibility, and the process for downloading and configuring the WebUI. The course guides learners through setting up development environments, updating configuration files, and creating solutions in Visual Studio. It explains how to download JavaScript sources, set up security permissions, and manage extensions using SAAEA. Learners are introduced to testing JavaScript code, personalizing UI elements, and adding new features. The workbook also covers adding fields, colors, and columns to viewers and grids, using REST API calls, and migrating extensions between databases. Advanced topics include creating custom tables, adding lookup values, and integrating new tabs and iFrame objects. The course emphasizes best practices for extension management, security, and deployment in both cloud and on-premises scenarios. Learners gain hands-on experience with tools, scripts, and controllers essential for WebUI extensibility. 24 Hours Partners,Customers,Employees

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
CloudSuite Distribution: Using Field Service - Self-directed Learning This course covers using the CloudSuite Field Service application to manage distribution equipment. Participants will create service order templates and generate service request orders (SROs), following the SRO through scheduling, billing, and invoicing processes. The course provides an overview of the required setups and configurations for Field Service. Learners will gain insight into the integration between Field Service and CloudSuite Distribution. The training includes hands-on experience with service order management, scheduling, and contract workflows. By the end, users will understand the end-to-end process of managing field service operations within CloudSuite Distribution. 12 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Field Rental and Warranty - Self-directed Learning This course covers using the CloudSuite Service and Rental application to manage distribution equipment using rental and warranty management in a call center environment. Participants will get an overview of the setups and configurations required to run Service & Rental and gain insight on the integration between Service & Rental and CloudSuite Distribution. The course details the process flows of Service & Rental, unit setups, rental contract setups, rental processing, call center incidents, and warranty claims. All content is based on the official course workbook for version 2021 and previous versions. The course agenda provides lesson-level learning objectives and supporting objectives. 16 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Proof of Delivery for Managers - Self-directed Learning This course covers how to set up and use Infor Distribution Proof of Delivery for managing delivery orders and delivery routes for warehouse managers. Participants will learn about the terminology, workflow, and navigation of the Proof of Delivery system. The course details the functions and tasks used by the Managers application, including managing warehouses, users, routes, and deliveries. Learners will gain hands-on experience with the setups and screens of the Manager application. By the end, users will be able to efficiently manage delivery operations and routes using Proof of Delivery within Distribution SX.e. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Troubleshooting Vendor Invoice Center (APECE) - Self-directed Learning This course covers how to use the Vendor Invoice Centers setups and processing concepts including how to set up and use matching tolerances, how to correct invoice center variances and other errors, troubleshooting tips, and reporting tools. The course explains how tolerances are used in CloudSuite Distribution, describes the process of costing a vendor invoice at receipt cost versus match cost, and discusses running the AP Group Update/Reconcile Invoices report. Participants will learn scenario troubleshooting tips, how to correct issues on reports, and how to clean up open transactions and purchase orders. The course also covers default settings and matching error codes, and understanding AP processing reports. The training is for version 11 and all previous versions. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Customer Orders - Self-directed Learning This course covers creating, updating, and managing customer sales orders in Infor Distribution SX.e. The course describes customer orders and workflow, including the types of customer sales orders and configuration of order numbers. It explains order dispositions, stages, and their impact on inventory. Participants will learn to create customer sales orders using the Order Entry screen, review taxes and totals, and collect payments. The course also covers maintaining customer sales orders, handling different product types and returns, and managing order inquiries, changes, and comments. Special order products and return lines are discussed. The training is for v11.19 and previous versions. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Personalizing Forms in Infor Document Management - Self-directed Learning This course covers how to personalize CloudSuite Distribution (CSD) forms using Infor Document Management (IDM) including the required setups and configurations needed to personalize forms. The training is for version v11. Participants will learn about IDM components, benefits, and user roles. The course details the setups and configurations required for form personalization, including generating XML files and Microsoft Word setups. Learners will gain hands-on experience in changing logos, text styles, fonts, and adjusting columns or margins. The training also covers adding or replacing columns in forms. By the end, users will be able to effectively personalize forms within CSD using IDM. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Birst Reports and Dashboards - Self-directed Learning This course covers the Distribution SX.e Birst Analytics common navigation and dashboard functions used in your day-to-day business. The training includes an overview of analytics and dashboard components, navigating dashboards, and reporting domains such as Accounts Payable, Accounts Receivable, Inventory Control, Purchasing, and Sales. Participants will learn how to use the toolbar, view data, select attributes and measures, and understand the function of dashboards. All content is based on version 11 and previous versions. The course agenda provides lesson-level learning objectives and supporting objectives. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Navigating the User Interface - Self-directed Learning This course covers the web client user interface (UI) components and common navigation functions, and serves as a prerequisite for any Distribution SX.e v11.19 foundation-level course. The course explains how to use common web client UI navigation functionality, including context applications such as Help, Reports, and Notes. It also covers personalizing the web UI and provides a summary and debrief. The training is for version 11.19 and all previous versions. Participants will learn to navigate the UI efficiently and utilize available tools for productivity. 04 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Warehouse Planning - Self-directed Learning This course covers warehouse practices within Infor Distribution SX.e as they relate to the warehouse operators role, including pre-receiving and receiving purchase orders, receiving a warehouse transfer, updating inventory with received stock, shipping orders, and shipping warehouse transfers. Participants will also gain insight into the physical and cycle counting process and using bar codes. The course explains the process flow for warehouse operations, shipping and receiving activities, and the use of bar codes and replenishment action reports. All content is based on version 11.19 and previous versions. The course agenda provides lesson-level learning objectives and supporting objectives. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Receivable - Self-directed Learning This course covers posting the accounts receivable functions including customer payments, making account corrections, and completing month-end processes in accounts receivable. The training is for version 11.19 and previous versions. Participants will learn about the accounts receivable functions available in Infor Distribution SX.e, including creating customers, managing invoices and transactions, and handling payments. The course details managing customer credit controls, corrections, and month-end processing. Learners will gain hands-on experience with customer records, payment applications, and credit management. By the end, users will be able to efficiently manage accounts receivable operations within Distribution SX.e. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Inventory Control - Self-directed Learning This course covers inventory management and product management in Infor Distribution. The training includes the inventory control process, performing inventory management tasks, and product management tasks. Participants will learn about creating warehouse records, managing direct order and non-stock items, physical and cycle counting, stock level adjustments, and reports used in inventory management. The course also covers product management tasks such as cross-reference types, unit conversions, catalog records, pricing records, and managing lot and serial number products. All content is based on version 11.19 and previous versions. The course agenda provides lesson-level learning objectives and supporting objectives. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Pricing - Self-directed Learning This course covers price and discounting in Infor Distribution SX.e. Participants will gain insight into creating and maintaining pricing records including the different record styles, using mass maintenance and pricing reporting tools available. The course explains the pricing process, identifies pricing setups, and details pricing inquiry. It describes the process of creating pricing records, including the various types and styles, and how to test a price record. The course also covers maintaining pricing records, mass maintenance, exporting and importing price records, and running price record reports. Reporting tools for pricing and discounting are discussed. The training is for version 11.19 and all previous versions. Course summary and debrief are included. 04 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Report Scheduler - Self-directed Learning This course covers the Report Scheduler module in Infor Distribution SX.e. Participants will gain insight into report schedules and report manager, the functions of creating and using print queues, and using stored reports. The course explains the function of Report Manager and Report Scheduler, describes the difference between them, and details the required settings and startup functions. It covers how to use report scheduler components, including print queues, jobs, and stored reports. Managing schedules and Distribution SX.e reporting tools are also discussed. The training is for version 11.19 and all previous versions. Course summary and debrief are included. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Purchase Planning - Using Purchase Orders This course covers creating, updating, and managing Purchase Orders (POs) in CloudSuite Distribution. Learners will explore the end-to-end process of initiating purchase orders, adding line items, and reviewing totals. The course details the various PO types, stages, and line item categories, including stock, non-stock, and not for resale (NFR) products. Participants will gain practical experience with the Purchase Order Entry screen, learning to use both Easy and Advanced Line Entry methods. They will then learn how to apply add-on charges such as freight and handling. The course will cover the workflow for printing, holding, approving, canceling, and deleting POs, as well as copying and converting orders. The importance of accurate product and product line setup, vendor management, and the integration of purchasing with inventory and sales order processes. By the end, participants will be equipped to efficiently manage purchase planning and order processing within CloudSuite Distribution, supporting organizational procurement and inventory control. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Purchase Planning - Using Recommended Replenishment (RRAR) - Self-directed Learning This course covers the automated inventory replenishment process in CloudSuite Distribution. Participants will learn to utilize basic ordering controls, demonstrate running the Purchase Entry Recommended Replenishment Action Report (RRAR), and use the Purchase Demand Center to create purchase orders and warehouse transfers to replenish inventory. The course introduces key aspects of purchase planning, including purchase order types, stages, products, and product lines. It explains the recommended replenishment process and the key ordering controls used in the replenishment process. Learners will understand how to execute the recommended replenishment process using the Demand Center and discuss the four key month-end processes. The course also highlights improvements in the Infor OS Portal Buyer Workspace, enhancements to Product 360 inquiry, and the addition of Infor Process Catalog business process flows. Exercises and demonstrations are designed to build practical skills for managing inventory and purchase planning in CloudSuite Distribution. Reference materials and system requirements are provided to support learning. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Managing Operator Security - Self-directed Learning This course covers essential system administrator functions related to operator passwords and security in CloudSuite Distribution. It provides a comprehensive understanding of operator records, including the significance and setup of the R&D operator record for system default General Ledger accounts. The course details the process of adding, maintaining, and deleting operator records, emphasizing the importance of proper security levels and the impact of operator maintenance on system integrity. Participants will learn about password security, including best practices for creating strong passwords, the importance of not sharing passwords, and methods for monitoring security violations. The course also explores Role-Based Security, outlining how to efficiently manage operator setup data within a secure location, create and edit user roles, and configure user permissions and security rights. It explains the various operator setup screens—Static Information, Entry Options, Controls, Other Options, and Function Security—and their roles in managing access and security. Additionally, the course covers authorization points and levels, providing guidance on how to grant, authorize, and manage operator access to specific functions and tasks within the system. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Accouting Controller - Self-directed Learning This course covers accounting practices within CloudSuite Distribution as they relate to the controller’s role, including configuring GL accounts, integrating the GL, entering GL transactions, balancing the GL, and processing month- and year-end activities. Participants will also analyze divisionalized accounting and financial statements. The course demonstrates the activities controllers are responsible for that update the General Ledger, outlines the steps required to set up the General Ledger, explains integration with subsidiary modules, details the process for entering General Ledger transactions, describes balancing procedures, and illustrates month- and year-end closing activities. Learners will summarize recurring controller tasks, identify components involved in GL setup, and evaluate reporting and auditing processes for the GL. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Payable - Self-directed Learning This course covers the core functionality and processes of the CloudSuite Distribution (CSD) Accounts Payable module. Participants will describe the integration of Accounts Payable with Purchasing and General Ledger, identify the stages of invoice processing, and explain the creation and management of vendor records. The course guides learners to apply procedures for entering and updating invoices, analyze batch transactions, and reconcile payments to vendors. Attendees will demonstrate the use of the AP Manager Role-Based Workspace to streamline tasks, evaluate the benefits of expense and trade vendors, and configure vendor master records. The course also enables users to summarize miscellaneous processing tasks, explain the Vendor Invoice Center features, and describe AP month-end and year-end processes. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Sales Order Entry - Self-directed Learning This course covers how to create, manage, and maintain customer sales orders within Infor CloudSuite Distribution. Learners progress through the end‑to‑end customer order lifecycle, from entering new sales orders to maintaining, updating, and controlling orders through inquiry, modification, holds, copying, and cancellation. 04 Hours Partners,Customers,Employees

eLearning

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Course Name Course Description Course Duration Course Audience
CloudSuite Distribution: Total Warehouse Logistics Overview This course provides an overview of Total Warehouse Logistics (TWL), the warehouse management solution for Distribution SX.e. Topics include the TWL functional footprint, TWL components, and the options available in TWL. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Storeroom Overview This course provides an overview of Storeroom for CloudSuite Distribution SX.e. Topics include sign in setups and inquiries, issues and returns, inventory movement, cycle and physical counting, and storeroom receiving. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Project Job Management Overview This course covers the process and tools to manage multiple bids within a project. This training is for CloudSuite Distribution/SX.e version 11 and all previous versions. This course is a 1-hour, self-paced course. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Electronic Transaction Control Center (ETCC) This course covers the Electronic Transaction Control Center (ETCC) and how electronically-transmitted documents are managed. We will review how ETCC is setup in CloudSuite Distribution and how transactions are populated. We will also discuss business rules, review common errors and purging files. 1.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Proof of Delivery for Drivers This eLearning course covers how to download and install the CloudSuite Proof of Delivery for Drivers mobile app. We will demonstrate the app functions and tasks along with troubleshooting the app issues. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Exploring the User Interface This course introduces the basics for using the CloudSuite Distribution user interface (UI) and navigation features. 0.25 Hours Partners,Customers,Employees
Distribution SX.e v11.18.9 Rebate Sub Type Pricing Overview Present functionality added to Infor Distribution SX.e version 11.18.9 that allows the ability to create and use pricing records that are Rebate Sub Type records. These records are used as a subset of the already existing Customer (Type 2) and Customer Price Type (Type 4) Rebate Type records. The Rebate Sub Type records require a Rebate Type before being allowed. 0.75 Hours Partners,Employees
CloudSuite Distribution: v11.20.5 RT EDI 820 Inbound - Remittance Advice/Lockbox - Product Use An overview of the enhanced EDI 820 Inbound AR Lockbox functionality using ION Bods. It will also cover ETCC Processing and system setups. 0.50 Hours Partners,Employees
CloudSuite Distribution: v11.20.09 RT Using Cartonization - Product Use Cartonization is used to determine the best packages to use when packing items on an order or mixed orders. Utilizing the dimensions of the items and the packages in the system. Allowing for controlled capacity settings, product types, mixed items, special dimensional items. There is a new package setup as well as a package control center. 01 Hours Partners,Employees
CloudSuite Distribution: v11.20.7 RT Demonstrating What's New Demonstration of New Features and Functionality in Infor CloudSuite Distribution (SX.e) v11.20.7. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.20.9 RT Selective Printing of Product Notes - Product Use An overview of enhancements to Product Notes and Order Line Item Comments to allow flexibility on which documents they print. Restrictions by customer, vendor and date are also allowed. 0.25 Hours Partners,Employees
CloudSuite Distribution: v11.20.08 RT CSD Consumer Extension - Product Use This course provides an information aboutCSD content dashboard & reports extension. It addresses how to customize dashboards, reports, filters & Subject Areas in consumer space 28 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.20.11 RT Operational Hold Codes - Product Use Overview of the Operational Hold Codes enhancement including use, business process impact, and activation. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.20.06 RT CSD Analytics PPV This course provides a knowledge of CSD Analytics post provisioning steps. It addresses enabling & configuring CSD data lake, Running SAABE Reports to load data and how to run initial workflow and schedule daily incremental. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.20.06 RT CSD Analytics Overview This course provides a overview of CSD Analytics. It addresses from where & how the data is extracted, number of CSD spaces, CSD high level Design, Shared Connection & its Query Based objects, Workflows, Standard Dashboards, reports and Custom Subject areas. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.4 RT Using Assembly Sales Orders - Product Use The purpose of this course is to discuss the usability ofa new type of sales order, theAssembly Sales Order. This training is applicable to the following CloudeSuite Distribution version: 11.21.4. This course is a one hour self-paced course. Course Code:02_0331120_EEN1158_SXE. 01 Hours Partners,Employees
CloudeSuite Distribution: v11.21.1 RT TWL Cross Docking Functionality - Product Use This course details the product use of the TWL Cross Docking Functionality improvements introduced in this release. 0.25 Hours Partners,Employees
CloudSuite Distribution: v11.21.3 RT AP Freight Allocation - Product Use Present the functionality added to Infor CloudSuite Distribution version 11.21.3 to support AP Freight Allocation. This includes the setups required and the functionality impacted. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.4 RT Integrating with CSD VA and CPQ CloudSuite Distributionintegration changes to enhance the Value Add module with Configure Price Quote to support multiple inventory sections and both internal and external processes 0.25 Hours Partners,Employees
CloudSuite Distribution: v11.21.7 RT IDM Barcode Printing - Product Use Setup and basic use for IDM Label printing from CloudSuite Distribution 0.25 Hours Partners,Customers,Employees
Cloudsuite Distribution: Configuring Coleman AI - Item Recommender The course shows how CSD Item Recommender Upsell and Crossell works. It also shows all the steps involved in configuring in-context widgets for Item Recommender in CSD. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.9 RT TMS (KBX) Integration Freight Rate Shopping - Product Use Release Transfer TMS (KBX) Integration Freight Rate Shopping - Product Use 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.9 RT Manufacturer Representative Commission Processing - Product Use Manufacturer Representative Commission Processing allows the distributor to become a representative for additional sales to a vendor using referral channels of their normal customers. The distributor receives a commission from the vendor for the direct business referred by the distributor. The distributor can in turn pay a commission off their commission to the inside/outside sales reps that referred the sales to the vendor. Introduction of the new type of order in Order Entry that is used to track the commission payment from a manufacturer to the distributor. Allows the distributor to track the sales that the manufacturer is getting and receive payment from the vendor off commission totals without affecting inventory, taxes, customer balances. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.9 RT Gift Card Processing (CenPOS) - Product Use This course presents the functionality added at version 11.21.9 to support Gift Card Processing integrated with CenPOS. This includes the setup required and the functionality impacted. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v11.21.9 RT Regionalize Margin Hold Logic - Product Use Overview of new Regionalize Margin Hold functionality, including activation, setups and processing. Also covered are other functions affected by the enhancement. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2021.10.00 RT Purchasing and Customer Homepages - Product Use This course will provide you an overview of CSD Customer Service and Purchasing Homepages. It addresses use & functionality of the respective homepage widgets, roles assign to homepages. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2021.11.00 RT Allow for Ship Via Product Restrictions Product Use An Overview of Ship Via Product Restrictions in CloudSuite Distribution. Topics include Administrator Options, Setups, changes to workflow in OEET, OEES, OEEPI, OERM, WTET, WTES, WTRM and API calls. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v2021.10.00 RT Transfer Process to Move Inv for TWL/ISM - Product Use This course details the use of the Transfer Process to Move Inventory for TWL/ISM. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2021.12.00 RT Production Scheduling Phase 1 - Product Us An overview of the Production Scheduling enhancement to CloudSuite Distribution 2021.12.00 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2021.12.00 RT Accounts Receivables and Payables Homepages - Product Use This course will provide you an overview of CSD Accounts Receivables and Payables Homepages. It addresses use & functionality of the respective homepage widgets and roles assign to thehomepages. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.02 RT TWL Using Product Scans to Increment Quantity - Product Use Describe the optional Quick Scan function which uses Product Scanning to Increment Quantity during Receiving, Putaway, Picking, Packing and Cycle Counting in the browser based TWL RF product. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.02.00 RT OE Cut Wire Phase 1 - Product Use Present the functionality added to CloudSuite Distribution version 2022.02.00 as part of the first phase of the OE Wire Cut project. This includes setups required, length tracking and the new OEEM Cut Maintenance function. 1.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.01 RT Generic Products Rebates Price Claims for Manual Rebates - Product Use This course presents what's new in the cloud for Generic Rebates 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.01 RT What's New Overview of enhancements delivered in the release 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.03 RT Integration with Canada Post for Address Validation CSD Web Integration with Canada Post for Address Validation 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.04 RT Warranty Claim Multiple GL Postings - Product Use This course provides an overview of the Warranty Claim multiple GL Posting feature. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.04 RT What's New This course provides an overview of whats new for CSD v2022.04. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.05 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.04 RT OEET Tie to RM in Shipped Stage - Product Use This course details functionality to create returns for shipped-stage orders, introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.05 RT CSD Model Extension - Product Use This course provides information on how to extend the CSD content using model extension space. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.05 RT TWL Time Zone Processing - Product Use This project shows how to start using Client, Static, or Warehouse time zone settings within TWL. Prior to the project, TWL system date and time are always updated with server date and time. For Cloud users, advancing the system a day early. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.05 RT Integrate TWL with ISM for Picking - Product Use This course provides an overview of the enhancement to allow TWL to be used for picking materials for ISM service orders. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.06 RT Respect Pricing Hierarchy - Regardless of Best Price - Product Use Distributors need the ability to override the current multiple level pricing hierarchy, so they can define based on their own pricing strategies. 0.25 Hours Partners,Employees
CloudSuite Distribution: v2022.06 RT Central Distribution Center - Product Use Overview of the new Central Distribution Center capability provided with Sales Warehouse. A process that optionally allows for automation of the order processing of orders to be done at a Central Distribution Center warehouse and then delivered direct to the ordering branch warehouse so the ordering branch can then deliver to the customer. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.06 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.07 RT Direct Order Returns - Product Use This course details the product use of Direct Order Returns introduced in this release. 01 Hours Partners,Employees
CloudSuite Distribution: v2022.07 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.07 RT OE Wire Cut Phase 2 - Product Use This course details the product use of the Cut Wire Phase 2 introduced in this release. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.08 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT Restrict Update to Product and Commission Cost at Invoicing - Product Use This course details the product use of the enhancement introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT OE Wire Cut Change Lots - Product Use This course details the product use of the Cut Wire Change Lots functionality introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT Credit Limit Hold Improvements - Product Use This course details the product use of the credit limit processing enhancement introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT Stripe Payment Integration - Product Use This course details the product use of the Stripe Payment Integration in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.09 RT SX.e Reports Conversion to Excel - What's New This course presents what's new in the CSD v 2022.09 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.10 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.10 RT User Level View Cost Type Override - Product Use This course details the product use of the user level view cost type override enhancement introduced in this release. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.10 RT OE Wire Cut Replenishment - Product Use This course details the product use of the Cut Wire Replenishment functionality introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.11 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.11 RT OE Cut Wire Containers - Product Use This course details the product use of the Cut Wire Containers functionality introduced in this release. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.11 RT New Customer Overview Tab in ARIC - Product Use This course details the product use of the new customer overview tab, order details, Master data- Ship to, Pricing records, Customer reservations and Product restrictions tabs introduced in this release. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.12 RT Add Controls to Unlink Ties - Product Use This course details the product use of the Add Controls to Unlink Ties introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2022.12 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution Analytics: v2022.09.00 RT - Hierarchy Setup & GL Dashboards High level information on how to setup General ledger configuration in CloudSuite Distribution Analytics 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.01 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.01 RT Foreign Currency Improvements Phase 1 - Product Use This course details the product use of the foreign currency enhancements introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.03 RT Role Based Security - Product Use This course details the product use of the Role Based Security in this release. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.03 RT What's New This course provides an overview of whats new for this version of CloudSuite Distribution. 0.25 Hours Partners,Customers,Employees
CSD: April 2023 Release Overview - CloudSuite Distribution April 2023 Release Overview - CloudSuite Distribution (Sx.e). Agenda: Product Overview; Product Highlights; Highlight Deep Dives and Demo; and Additional Resources. 0.50 Hours Partners,Employees
CloudSuite Distribution: Extensibility Overview This course is an introduction to the CloudSuite Distribution Extensibility features and functions. The course includes feature and functiondemonstrations. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.04 RT Automate Carrier by Postal/Zip Code - Product Use This course details the product use of the Automate Carrier by Postal/Zip Code Enhancement introduced in this release. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.04 RT Functional Configuration This course provides training for the functional configuration of the CloudSuite adoption of Infor OS Portal. This course augments release notes and other technical reference material with the developer's insight and recommendations regarding new implementations vs. activation of features for already implemented customers. 0.25 Hours Partners,Employees
CloudSuite Distribution: Personalization Overview This course provides an overview of the core personalization features in CloudSuite Distribution (CSD), covering essential topics such as configuring and managing personalizations, understanding the different levels of personalization, and using personalization tools to maintain and refine customizations. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Proof of Delivery Overview This course is an introduction to the CloudSuite Distribution Proof of Delivery application. Topics include an overview of the manager and mobile applications. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v11 Solution Overview These short videos provide end users, administrators, and project team members an overview of the CloudSuite Distribution solution including what it is, who uses it, and how embedded processes enable you to do your work more efficiently. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Vendor Contract Pricing Improvements - Toggled Vendor Contract Records used in purchasing required manual selection and assignment. Improvements have been made to help in the selection and use of the contracts in entry, demand center and replenishment. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using ARECE Allocate Payments Based on Period Totals - Toggled Describes the new ARECE screen which allows invoices to be selected for payment based on period balance totals. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Increased Commodity Code Character Limit - Toggled This course details the product use of the Increase in the Commodity Character Code Limit and other Commodity Code Enhancements introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using New Vendor Payment Selection Options - Toggled This course details the product use of the new Vendor Payment Selection Options introduced in this release. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Delayed Reservation for Serial and Lot Products This course explains new features that allow Serial and Lot products to be configured as Delayed Reservation products. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using STRIPE Integration Card Not Present Allow a Sales Rep in OEET the flexibility to perform both card present and non-card present (MOTO) transactions as required when using the STRIPE credit card processor. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Buyer Persona Workspace A new way of performing Business Process activities and monitoring Alerts and notifications through persona driven Buyer workspace 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Introducing New Enhancements High-level overview of key product enhancements for the October 2023 release with reference on where to find additional information and full details. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using CSR Persona Workspace CloudSuite Distribution: v2023.10 RT Using CSR Persona Workspace 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Manual Rebate Default Contract Number This enhancement allows the user to enter a default contract # during OEET initiate order. As products are entered during Advanced Line Entry in OEET, any Vendor on Sale Manual Rebates that match that contract # will be automatically assigned to the line and the user will receive a message showing that one was applied. If multiple rebates qualify for the search, then they will receive a different message stating that multiple rebates were found. Additionally, this field is visible in OEET Customer Order Settings and can be seen and set in OEET Copy Order. OEIO Order Inquiry and OERM Order Master Report both show the field. The OEET Data Conversion will import this field and the SXAPI Full Order Maintenance will import it as well. No changes were made to the Manual Rebate setups, this enhancement is focused on streamlining Order Entry Line Add by automatically assigning the Manual Rebate if possible. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Product 360 Enhancements Overview and demonstration new enhancements of Product 360 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2023.10 RT Using Product Attribution Functionality This Release Training course describes the Product Attribution Functionality feature and assign it to the product attributes and attribute groups of a particular product. These are the properties that describe a product or service and provide customers/shoppers with information they can use to find, compare, and, ultimately, make a purchasing decision. This helps in convey the physical aspects of a product, such as its size, shape, and color. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using Data Lake Audit - Toggled Presents the functionality added to CloudSuite Distribution version 2023.11.00_AWS for Data Lake Audit This includes setup and use. This project adds the ability to select data (database column and filtering options) from the Data Lake repository and store in the CSD database. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using ARECE Excel Import - Toggled This course details the product use of the Accounts Receivable Cash Receipt Excel Import enhancement introduced in this release. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using Stripe Multi-Merchant - Toggled This course details the product use of Stripe Multi-Merchant introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Introducing New Enhancements This course presents information related to the 2024.04 release for CloudSuite Distribution. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using Storeroom UI Personalization This course details the Storeroom UI personalization feature introduced in this release. 0.42 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using the Product Attribution Functionality This Release Training course describes the Product Attribution Functionality feature and assign it to the product attributes and attribute groups of a particular product. These are the properties that describe a product or service and provide customers/shoppers with information they can use to find, compare, and, ultimately, make a purchasing decision. This helps in convey the physical aspects of a product, such as its size, shape, and color. 0.32 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Receivable Cash Receipt Excel Import This course demonstrates how to use the Import From Excel feature to process and manage accounts receivable transactions into the Account Receipt Cash Entry function. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using Product Certificates This course details the Product Certificate feature introduced in this release. 0.42 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using Vendor 360 This Release Training course describes the Vendor 360 features which are primarily used by the Purchase Manager or the company buyer to have a complete view of the different vendors available. 0.45 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using the Credit Manager Inquiry This Release Training course describes the Credit Manager Inquiry features and as a Credit Manager/Clerk, they should be able to view the information that is available in the credit info container under the credit exposure tab for follow-up. 0.27 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.04 RT Using POD Shipping Manifest to Accompany the Driver This Release Training course describes that As a driver I would like a hard copy of the deliveries so that I have a printout incase the mobile application is down. 0.27 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Credit Manager Inquiry This course will explain the Credit Manager inquiry tools used to manage customer credit within Customer Setup Customer and Customer Inquiry Customer. We will demonstrate using the Credit Exposure screen to view customer credit, identify risks, and manage customer credit. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Data Lake Audit Inquiry This course demonstrates the Data Lake auditing functionality within CloudSuite Distribution. We will cover how to create, process, and view audit batches, as well as how to maintain and delete batches 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Certificates This course will demonstrate the function of using product certificates in CloudSuite Distribution. We will cover the required setups for CloudSuite Distribution (CSD) and Infor Document Management (IDM), as well as how to view certificate details and review certificate document output options. 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Auto Cancel Remaining Balance During Receiving This course details the Auto Cancel Remaining Balance During Receiving feature introduced in this release. The objective of this feature is to make the purchase order receiving and backorder process more efficient for distributors who frequently order products where the received quantity is almost always different than the ordered quantity. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Total Warehouse Logistics H5 shortcuts and hotkeys This how-to course will demonstrate the functions of Total Warehouse Logistics (TWL) using the new H5 shortcuts and hotkeys. It also provides a hotkey guide listing the Character user interface (CHUI) to the H5 shortcut steps. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Introducing New Enhancements High level overview of key product enhancements for the October 2024 release with reference on where to find additional information and full details. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Validate Tank ID in Order Entry This course describes the setup and use of Tank Validation in Advanced Line Entry 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Add Minimum Labor Charge to VASP & VAET This course details the Add Minimum Labor Charge to VASP & VAET feature introduced in this release. The objective of this feature is to apply a minimum charge to External Labor Lines on Value Add orders, when the net amount is less than the minimum charge. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution Sx.e : v2024.10 RT Using GL Hierarchy import from Data Lake for CSD Analytics - Product Use Adding the GL/PL tables in the data lake through the atlas widget since the GL/PL-related tables are unavailable in the data lake. 0.27 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Advanced Search Using ICIP This course details the and usage of Advance search & grid view of the products in Product Inquiry (ICIP). 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Auto Attribute Generation Using GenAI This course details the attributes generation of a product automatically using GenAI capabilities. 0.18 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Accounts Receivables Clerk Persona Workspace This course details the use of the Accounts Receivables Clerk Persona Workspace introduced in this release. 0.40 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Add Line Comments to Tote-based Pack List This course describes how to include line-item comments on a tote-based packing list. Line-item comments are used to communicate with departments in the warehouse to perform various tasks, for example, a comment may be added to inform the picker to verify that a particular lot is picked. Without these comments, personnel are not aware of these requests. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Carrier Route and Lines Display This course describes viewing the Carrier, Route and Total Lines on the TWL Picking Extended Information screen and the TWL Packing Extended Information screen. This information has always been available from the Order Picking by list screen and now it is available in the Picking and Packing Extended Information screen to make the information more accessible during TWL Picking and Packing. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using OEEPI OE Addon Override Sales Warehouse Division This Release Training course describes using a new OE Addon - Override Sales Whse Division flag feature to allow addons to be posted to the division on the order warehouse instead of the sales warehouse during invoice processing. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Operator Security for Vendor Notes This Release Training course describes how to use Operator Security for Vendor Notes. This feature added an Allow Update of Vendor Notes flag to the SASO/Controls screen. The new flag indicates whether the user has permission to add, update, or delete vendor notes. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Pick to Pack by Employee This Release Training course describes the Pick to Pack by RF Employee Functionality. This feature provides the ability to control how an individual TWL RF Scan Gun operator will process orders. Up until now this option was only controlled at the TWL Warehouse level and TWL Item level. Having the ability to set the Pick to pack option by TWL RF Employee allows for flexibility during incremental training processes and can be used to reduce handling costs. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Role Based Security Additional Enhancements This course provides a high-level overview of the additional enhancements made to the Role Based Security functionality in the release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using TWL RF Scan - Display Receiving Warehouse During Warehouse Transfer Picking This course details the product use of TWL RF display of the receiving warehouse during Warehouse Transfer Picking introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using WebUI Alabaster CSD WebUI has been updated to the latest Alabaster style of the Infor Design System. This course details the WebUI Alabaster features introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using WebUI and TWL Simultaneous Login in CSD This Release Training course describes using the new ability to simultaneously login to TWL Web RF and CloudSuite Distribution with the same user. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using WM Mobile Scanning Workflow This course describes additional workflow for WM Mobile (IBC) scanning with H5. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Improved Birst Extractions with Compass Driver This course highlights improvements made to Birst extractions when using the Compass driver. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Product Advisor Using GenAI This course will describe the Product Advisor widget using GenAI. 0.22 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Ability to Change Customer Shipping Address on a Direct PO in Storeroom This course details the ability to change a Customer Shipping Address in Storeroom. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Show Warehouse Availability in Storeroom This course details the ability to show warehouse availability in Storeroom. 0.22 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Role Based Security This course covers the use of the Role Based Security function in CloudSuite Distribution (CSD). Participants will be able to demonstrate an understanding of the Role Based Security function in CSD by setting up user roles, describing the reporting functions and identifying the various setup options. 02 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Stripe Level 2 and Level 3 Credit Card Processing This course describes Level 2 and Level 3 credit card processing available with Stripe. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Bypass Carton Sortation Message This course describes how to allow bypassing of the Carton Sortation error when trying to update a Pallet ID for a carton that has already been closed and shipped. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: v2024.10 RT Using Proof of Delivery to Sequence Deliveries Within a Route This course details the Delivery Grouping grid functionality in POD. 0.15 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Advance Search Using ICIA This course details the use of the advance search using ICIA. 0.15 Hours Partners,Customers,Employees
CloudSuite Distribution: Using ION API for SX.e: sxapioeordercalc A new Infor Distribution API call used to total line items for a potential order and calculate addons and taxes for 100 lines items in less than 1 second. No updates to the database will occur as part of this calculation. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Bypass Carton Sortation Message This course describes how to allow bypassing of the Carton Sortation error when trying to update a Pallet ID for a carton that has already been closed and shipped. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Avalara Exemptions by Customer This course provides a high-level overview of enhancements delivered in the release. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using SASTT Hide Fields Option This course details the enhancement adding a new “Hidden” option to lookups for several of the records configured in SASTT. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Extended TWL RF Serial Number Scan This course explains how to use the extended serial number barcode scan feature on TWL H5 RF units to scan barcodes up to 90 characters and programmatically trim the stored serial number to a maximum length of 20 characters. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Optional Changes to Layout of SX Vendor Rebate ION BOD (EDI 849) This course details the enhancement allowing an optional new layout of the SX Vendor Rebate Claim ION BOD for EDI 849 data, to permit multiple claims with the same Supplier Invoice Number and Contract, to be in a single BOD. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Mexican Localization This course details the product use of the Mexican Localization Pegaso Interface introduced in this release. 0.78 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Printing and Emailing Stripe Receipts This course details the use of the Printing or Emailing of receipts when using Stripe as a credit card processor for one-time Sale/Authorization (in-person) credit card transaction. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Proof of Delivery to Enhance Routes Through Scanning Pick Tickets to Add Deliveries This course details the enhancement of adding deliveries to route by scanning pick ticket functionality in POD. 0.20 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL Web RF Pack Verification This course describes how to verify orders in TWL Web RF Packing – Order Verification function by Tote, Pallet, or Carton ID. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Requested Ship Date from ICIA - Future Grid This course explains adding the new Requested Ship Date column to the ICIA Future result grid. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Sort by Order During Zone Picking This course describes how to enable sorting by order number during TWL RF zone picking. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Storeroom Export Import Personalization This course details the new feature for Exporting and Importing Personalization Records in the Storeroom application. 0.18 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Proof of Delivery to Enhance WT Visibility for Routes and Deliveries This course details the new feature to Enhance Routes and Deliveries through WT in the POD application. 0.27 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Spelling and Grammar Check Using GenAI This course details the use of the Spelling & Grammar check using GenAI. 0.12 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Restrict User Ability to Backpost This course details the enhancement to restrict the ability to backpost to the General Ledger to approved users only. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Introducing New Enhancements In this high level overview discover the latest features and enhancements of the CloudSuite Distribution 2025 April release. 0.83 Hours Partners,Customers,Employees
CloudSuite Distribution: Using OEPricingExternal Operator Security Override This course describes the new API External Pricing Operator Setup (SASO) option to bypass the customer API Key validation and control returning rebate information. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL Auto Lot Number Assigned at Receiving This course describes how to auto assign lots during TWL receiving and limit the number of lots to create. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using WM Mobile Bin Location and Balance Inquiry This course describes the benefits of using the new WM Mobile Bin Location and Balance Inquiry functions. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Payable Manager Role-Based Workspace This course describes how to make use of Accounts Payable Manager Role-Based Workspace, released 2025.04. 0.28 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Buyer Role-Based Workspace Enhancement This course describes how to make use of the Enhancements in the Buyer Role-Based Workspace, released 2025.04. 0.18 Hours Partners,Customers,Employees
CloudSuite Distribution: Using CSR Role-Based Workspace Enhancement This course describes how to make use of the Enhancements in the CSR Role-Based Workspace, released 2025.04. 0.13 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Additional Warehouse Transfer Options This course outlines the additional enhancements made to bring additional controls to the WT RARR based on Warehouse level controls, expanding the current capabilities from AO/Company level restrictions, released 2025.04. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Net Price Rounding This course describes how to make use of the Net Price Rounding Option. 0.18 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Attribute Based Searching in ICIP List View This course details the attribute based searching in ICIP list view which can give you an e-comm type experience in viewing/filtering the products. 0.23 Hours Partners,Customers,Employees
CloudSuite Distribution: Introducing Bulk Functionality in OE Shopping List This course details Bulk functionality added to Order Entry Past Sales and Previous Orders shopping lists. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Distribution Analytics Overview This course covers the CloudSuite Distribution Analytics. You will identify analytic components, navigate menus and toolbars, and apply filters to view and generate reports. 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Extension Code Reviews Utilizing GenAI This course details the usage of the feature to perform Code Reviews on Extensions utilizing Generative AI, v2025.10. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL Balance Inquiry This course describes the benefits of using the new TWL Balance Inquiry function, v2025.10. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using EDI845 ION BOD This course details the using an ION BOD for EDi845 Processing, v2025.10. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Price Override Reason Codes This course details the usage of Price Override Reason Codes, v2025.10. 0.22 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Required Line Comments During TWL RF Picking This course describes how to use the Line Comments Required flag to mandate entering a line comment during picking with the TWL H5 RF Scan Gun, v2025.10. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using ARCustomerMnt Changes To Update ARSC/ARSS Inbound Purchase Order Settings This course describes how to set Customer/Ship To Inbound Purchase Order Settings using API, v2025.10. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Attribute Refinement in OEET, POET, and WTET This course details the product use of the feature to utilize Product Attribute Refinements in the Document Entries: OEET, POET, & WTET. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Distribution Analytics - Accounts Payable domain This course covers the CloudSuite Distribution Analytics Accounts Payable (AP) domain. Participants will learn to navigate the dashboards using menus and toolbars, use data measures and attributes to identify trends, and use prebuilt reports to improve day-to-day tasks. 1.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Summarization of Notes Using GenAI This course details the usage of the feature to summarize the notes that haas been created in notes widget by using GenAI capabilities. 0.12 Hours Partners,Customers,Employees
CloudSuite Distribution: Using WM Mobile Cycle Count and ICEPE / ICEPP Improvements This course details the usage of the improvements made to WM Mobile Count Entry, CSD Count Entry (ICEPE), and CSD Physical Count Report (ICEPP) for usability. 0.33 Hours Partners,Customers,Employees
CloudSuite Distribution: Introducing New Enhancements This session will introduce the upcoming 2025.10 release for CloudSuite Distribution, Infor Service Management, Storeroom and Proof of Delivery. New features will be highlighted describing the business need and value the feature brings at a high level. Enhancements fall under the categories of Strategic UX, Industry Core, Sustain, Platform Modernization, Maintenance, Regulatory and Compliance, and Customer-Specific. 0.77 Hours Partners,Customers,Employees
CloudSuite Distribution: Using CenPOS Overview This course provides an overview of CenPOS, a hosted payment solution integrated with CloudSuite Distribution (CSD). It covers system setup, transaction workflows, tokenization, and reporting, enabling users to securely process payments and manage credit card data within the CSD environment. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Summarization of notes using GenAI This course details theusage of the new feature within Cash Receipt Entry to allow the ability to enter invoice payments using credit card or ACH processing v2025.11 0.50 Hours Partners,Customers,Employees
Cloudsuite Distribution: Using AR & AP Inquiry Score Cards Utilizing Infor AI This course details the usage of the Score Card feature in Customer Inquiry (ARIC) and Vendor Inquiry (APIV) Utilizing Infor AI v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using New Ranges in APEGU This course describes how to use the ranges added to APEGU v2025.10 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Allow for Credit Card Payments in Cash Receipts This course details theusage of the new feature within Cash Receipt Entry to allow the ability to enter invoice payments using credit card or ACH processing v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Maintain order integrity in WMS when marked as Ship Complete in CSD This course details the usage of the new feature Maintain order integrity in WMS when marked as Ship Complete in CSD v2025.10 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Avalara Interface POO Ship From Option This course details the addition of a “Ship From” option to the selections available for the default address to be used when loading Point of Order Origin data that will be passed from CloudSuite Distribution to the AvaTax external taxing application v2025.10 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using WMS integration support of Return receiving for Build on Demand Kits This course details the usage of the new feature WMS integration support of Return receiving for Build on Demand Kits v2025.10 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using CSD Changes for the Unallocation of Shipment Lines in WMS This course details the usage of the new feature CSD Changes for the Unallocation of Shipment Lines in WMS v2025.10 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Keep Empty Functionality to Bulk Delivery Module This course details the Add Keep Empty Functionality to Bulk Delivery Module feature introduced in this release. v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Alternate Bridge IP Address in SASTT-Device Location This course details the usage of the Alternate Bridge IP Address functionality in SASTT-device Location. v2025.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Ability to Create a Single PO for VA External Sections This course describes the added ability to create tied Purchase Orders of VA external lines to determine if the line should be added to an existing Purchase Order or create a new PO v2025.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Distribution Analytics - Accounts Receivable Domain This course provides an overview of CenPOS, a hosted payment solution integrated with CloudSuite Distribution (CSD). It covers system setup, transaction workflows, tokenization, and reporting, enabling users to securely process payments and manage credit card data within the CSD environment. 1.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Payable Invoice Processing Advanced Role-Based Workspace This course describes how to make use of Accounts Payable Invoice Processing Advanced Role-Based Workspace for feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using CEO Role-Based Workspace This course describes how to make use of Chief Executive Officer Role-Based Workspace. For feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using AR Credit Manager Advanced Role-Based Workspace Enhancement This course describes how to make use of the Enhancements in the AR Credit Manager Advanced Role-Based Workspace. For feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Delivery Receipt Digitization This course describes how to make use of Pickup/ Delivery receipt RPA Flow for feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Expense Invoice Processing RPA Flow This course describes how to make use of Expense Invoice RPA Flow for feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Trade Invoice Processing RPA Flow This course describes how to make use of Trade Invoice RPA Flow for feature release v2025.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Distribution Analytics - General Ledger Domain This course covers the CloudSuite Distribution Analytics General Ledger (GL) domain. Participants will learn how to analyze financial transactions, create reports, and use dashboards to make smarter financial decisions. The course also covers how to spot trends, ensure data accuracy, and connect financial data with distribution operations. 1.50 Hours Partners,Customers,Employees
Infor Service Management: ISM Overview This foundational course introduces Infor Service Management (ISM), a cloud-based platform designed to enhance service operations within distribution environments. It covers ISM’s core components, user interface, foundational configuration, and integration capabilities while exploring key modules that manage service requests, scheduling, inventory, billing, and reporting. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Distribution Analytics - Inventory Domain This course covers the CloudSuite Distribution Analytics Inventory domain. Participants will learn how to analyze inventory transactions, create insightful reports, and leverage dashboards to optimize inventory management and operational efficiency. The course also focuses on identifying inventory trends, ensuring data accuracy, and connecting inventory data with broader distribution operations to support smarter supply chain decisions 1.75 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Distribution Analytics - Purchasing Domain This course covers the CloudSuite Distribution Analytics Purchasing domain. Participants will learn how to analyze purchasing transactions, develop comprehensive reports, and utilize interactive dashboards to enhance purchasing decisions and supplier management. 1.75 Hours Partners,Customers,Employees
CloudSuite Distribution: ISM Setup and Configuration Essentials This course provides foundational knowledge and practical configuration steps for effectively operating Infor Service Management (ISM) within CloudSuite Distribution (CSD). Participants will gain an understanding of system prerequisites, user roles and permissions, configuration of service types, equipment, locations, and integration methods that ensure secure, synchronized, and efficient service management operations. 01 Hours Partners,Customers,Employees
Cloudsuite Distribution: Using Improved Advanced Line Entry Workflow Navigation This course covers the new Action Button Toolbar feature designed to enhance workflow efficiency during Advanced Line Entry within Order Entry (OEET), Purchase Order Entry (POET), and Warehouse Transfer Entry (WTET). It explains how the previous toolbar required users to return to the main Line Entry screen before accessing other sub-screens, resulting in extra mouse-clicks and reduced efficiency. The course demonstrates the improved Action Button Toolbar, which is now prominently displayed above the Line Details card, providing instant, streamlined navigation between screens. Participants will explore how the toolbar dynamically displays buttons for various features—up to 25 in OEET, 13 in POET, and 6 in WTET—adjusting visibility based on the entered product and its type. The course details how users can directly access other screens from the currently open screen without navigating back to the Line Entry screen first, and how the system prompts users with a confirmation dialog when navigating away from a screen with unsaved changes. It also identifies current limitations, including the requirement for users to complete their work on each screen before navigating away, and the need to review and update Extensions to fully support the new toolbar functionality. 0.17 Hours Partners,Customers,Employees
Cloudsuite Distribution: Using Storeroom Side Labels This course covers the introduction of side labels across the application. It explains how the previous layout, where most fields displayed with top labels and limited visible data on screen required more scrolling, has been replaced with a new layout where the majority of fields now use side labels for better readability and optimized screen space, showing more data without scrolling. The course demonstrates specific improvements such as the Employee Setup screen increasing visible fields from 17 to 24, representing over 40% more data visible, and the Issues and Returns header card increasing from 14 to 24+ fields. It details grid enhancements where the default grid row height changed from Large to Small, increasing visible rows from 13 to 19, a 46% increase in visible data. The course also covers the incorporation of Error icons within grid columns for Issues and Returns Import, Cycle Count, Cycle Count Import, and Purchase Order Receipt Import, as well as Information icons for Issues and Returns Maintenance, Issues and Returns Backorders, and Issues and Returns Edit Lines. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Translate IDM Forms Based on Ship-To Language This course covers the IDM report fields are not being changed, new fields are being added that can be used for language translation purposes. The course details how, for the Acknowledgement and Quote template (OEEPA), there is a new ShipLang label section for labels in the Ship-to language, where the labels previously were only in the Customer Language. For the Invoice, Consolidated Invoice, and Commercial Invoice, there is a new BillLang label section for labels in the Invoice To language, which may be the Customer if the Ship-to is set to Invoice to Bill To, where the labels previously were only in the ShipTo Language. The course identifies the specific template names affected by these changes: SXAcknowledgementTemplate and SXQuoteTemplate for ShipLang, and SXInvoiceTemplate, SXConsolidatedInvoiceTemplate, and SXCommercialInvoiceTemplate for BillLang. The course addresses limitations and considerations, including that only templates requiring alternate language display should be changed, and a copy of the existing template should be saved before attempting changes. It also explains that the new fields will hold the existing fields data when the condition does not apply, meaning they may duplicate existing fields in some cases. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Support Multiple POs Per ASN This course covers the enhancement in CloudSuite Distribution (CSD) that enables the processing of multiple Purchase Order numbers via a single Inbound ION Advanced Ship Notice (ASN) Business Object Document (BOD). It describes the integration challenge between CSD and external systems such as Warehouse Management Systems (WMS) connected through EDI or interfaces, where multiple Purchase Orders can be associated with a single ASN. The course explains that CSD previously supported only one PO per ASN, which caused conflicts and prevented proper updates when external systems attempted to send ASN information containing multiple POs. Participants will examine the proposed solution, which involves correcting the flawed business logic within the Sync.AdvanceShipNotice ION BOD consumption process. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Automate Tax Write Off from Payment This course covers the new functionality for automating tax write-off from payment processing in CloudSuite Distribution. It explains how, previously, when using external tax packages such as Avatax, Sovos, or Vertex, users had to enter a correction in OEET to update taxing records during payment processing. The course demonstrates how this enhancement enables tax write-offs to be performed directly from Cash Receipt Entry (ARECE) and Lock Box Entry (ARELE) screens. It describes how to configure the feature by enabling the new Administrator Option in AO / Customers / Cash Receipts / Post To Tax Interface For Tax Writeoffs. The course identifies the new Event Manager Setup entries, including a new trigger for tax errors that captures and reports on any errors from the external tax system. It explains how, when the feature is enabled, a new column appears on the write-offs grid that is automatically updated when the write-off tax option is used, with the GL code derived from the Sales Use Tax Sales entry for the applicable state. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Customizable Subjects For IDM Emails This course covers how this enhancement enables CSD customers to personalize the subject lines of IDM form emails sent to their customers, vendors, and users, allowing for clearer identification and easier searching of legitimate emails. Participants will examine how users can select additional fields to include in the subject such as company name and translate the custom subject text into other languages, helping differentiate valid IDM emails from spam or phishing attempts while adding a branded, informative touch to communications. The course demonstrates how to configure the feature through Administrator Options by navigating to Integrations, Document Management, and the new Infor Document Management Email Subjects expandable area, where 23 new fields are available for custom email subjects. Participants will apply dynamic fields that automatically populate with appropriate values when emails are sent, configure subjects for 23 supported email types including Acknowledgement, AR Invoice, Bill of Lading, Purchase Order, Quote, Invoice, and others. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL Define Demand Parameter This course covers the TWL Cross Dock – Define Demand Quantity functionality introduced in CloudSuite Distribution. It describes how the TWL Administrator can exclude specific order types from the cross-dock demand calculation when orders are not 100% allocated. The course examines the business problem where demand may be overstated during TWL receiving, resulting in inventory being routed to cross-dock locations when it cannot immediately ship, causing congestion and additional handling. It explains how the new TWL Parameter 6271 – Cross Dock – Define Demand Quantity provides administrators control over which demand types are included in the cross-dock demand calculation, with eight exclusion options ranging from no exclusions to excluding any combination of KP, VA, and Ship Complete orders. The course demonstrates how to configure and enable the Cross Dock – Include Demand Quantity (6263) and Cross Dock – Define Demand Quantity (6271) system parameters through TWL Administration. It also details how to activate or deactivate the feature toggle using SASBR – Business Rule Setup with the SXWEB-57109 attribute in CSD. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Update to Avalara Interface to Reduce Tax Calls This course covers the update to the Avalara interface to reduce external tax calls in CloudSuite Distribution. It explains that to reduce the number of external tax calls, functionality has been added that tracks whether changes have been made to an Order Entry order that require recalculating the taxes associated with that order, and if nothing on the order that impacts the tax calculation has changed, external tax calls will be skipped as the previously calculated tax amounts would not have changed. The course examines why reducing external tax calls is necessary: the cost to use Avalara's AvaTax product is transactional, meaning the cost is based on the number of calls made to AvaTax and the number of lines processed during each call, where each line of each call is considered a transaction subject to cost. It describes how Avalara updated their pricing model from charging a fee per every 10 transactions to charging per each transaction, necessitating CloudSuite Distribution to reduce calls as much as possible. The course identifies that previously, external tax calls from CSD were based on navigation within the OEET entry function and throughout the order entry workflow, where movement between screens or functions resulted in an external tax call. 0.08 Hours Partners,Customers,Employees
Cloudsuite Distribution: Using SAAEA Export Import Improvements This course covers the usability enhancements introduced in CSD Extension Administration (SAAEA), focusing on the improved Export and Import features. It examines the problem definition where extensions stored in the SAAEA database could previously only be exported as a single binary zip file, preventing users from viewing source code files, integrating with Git repositories, or performing vulnerability scans. The course demonstrates a new "Text Files" export option that produces a zip archive containing readable JavaScript, JSON, or CSS files along with corresponding metadata files in JSON format. The course explains the file naming conventions based on extension level and revision, such as system-level prefixes and revision number suffixes, to ensure unique and clear file identification. It also details the enhanced Import functionality, including automatic detection of zip file structure (Binary or Text Files), the new Revision History drilldown, and the Import Detail screen that enables side-by-side comparison of revisions. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Reset WT Zero Ship from TWL This course covers the new TWL Warehouse Transfer (WT) zero quantity ship reset feature in CloudSuite Distribution. It explains how this feature automatically resets a zero-shipped Warehouse Transfer's shipped quantity from 0 to the backordered quantity when on-hand inventory can fully fulfill the transfer, with an optional auto-approve capability to remove the manual approval step. The course examines the business problem where inventory accuracy inconsistencies lead to discrepancies between the system's expected product locations and actual physical stock, and when short picking occurs on a Warehouse Transfer, CSD does not automatically reset the backordered quantity shipped even if sufficient stock is available. Participants will identify the benefits of the enhancement, where operators can allow backordered Warehouse Transfers to be systematically reset, eliminating the need for manual intervention, with configurable options to either fill the quantity shipped only or to fill the quantity shipped and automatically approve the transfer. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Additional Order Types For Driver for Proof of Delivery This course covers the configuration and utilization of additional order types for driver routing within CloudSuite Distribution's Proof of Delivery (POD) module. Participants will examine how to configure the system to enable different order types—including Stock Orders, Return Merchandise Orders, and Warehouse Transfers—to appear in POD Deliveries. The course demonstrates the end-to-end workflow, starting from creating orders in CloudSuite Distribution using OEET for Stock or Return Merchandise Orders and WTET for Warehouse Transfers, through to picking orders via OEIO or WTIT, and finally validating them in the Proof of Delivery Deliveries tab. Participants will identify how to apply filters to locate specific orders, verify the Order Transaction Type column, and confirm that supported order types are correctly displayed within both the Deliveries Header and Deliveries Details sections. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Sync Customer Products From CSD To Storeroom This course covers the feature that enables users to sync Customer Products from CSD to Storeroom without creating duplicates, activated by the setup property AutoCreateCustomerProducts. The course details how, when AutoCreateCustomerProducts is set to true, the product is created from CSD Product Setup and Warehouse Product Setup and syncs to Storeroom Customer Product Setup and Product Inquiry without doing ICSEC in CSD. Conversely, when set to false, ICSEC is needed to sync the Customer Product in Storeroom. The course also demonstrates the validation process when AutoCreateCustomerProducts is set to false, confirming the product is not automatically populated in Storeroom and will only sync after it is configured in CSD ICSEC. After completing the setup in ICSEC, participants will verify the product syncs to Storeroom and appears in Customer Product Setup and Product Inquiry. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Upgrade to Vertex API V2 This course covers the update of the CloudSuite Distribution interface to the Vertex Cloud tax application from using the REST API Version 1 endpoints to using the REST API Version 2 endpoints. It explains that Vertex is ending support and access to REST API Version 1 and that Version 2 offers enhanced security features, with minimal impact in CloudSuite Distribution. The course details the requirements in Vertex, including creating a new Credentials record to grant access to V2 API endpoints and creating a new Taxpayer record required for running reports in Vertex that indicates all tax jurisdictions in which taxes are calculated and collected. It covers the requirements in CloudSuite Distribution, including creating a new OAUTH_2 application endpoint record in SASAPI with data from the Vertex credentials record and the V2 authorization endpoint URL, updating the existing setup data in AO to indicate how to call the V2 endpoints and pass security data, and updating connection information in ICSD if using the Tax Organization By Warehouse functionality. The course identifies areas in CloudSuite Distribution with no changes, including SASC company tax fields, addresses on setup records and existing orders, taxes on open orders, and how data needed to calculate taxes is collected. 0.30 Hours Partners,Customers,Employees
Infor Service Management: Understanding Service Request Orders This course provides a foundational overview of Service Request Orders (SROs) in Infor Service Management (ISM), including their purpose, role in service workflows, common SRO types, key terminology, and the four-tier SRO structure. Participants will also explore how Service Order Templates streamline SRO creation and apply best practices for efficiently creating and managing SROs. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Distribution Analytics - Sales Domain This course covers the CloudSuite Distribution Analytics Sales domain. Participants will learn how to analyze sales transactions, develop comprehensive sales and customer reports, and utilize interactive dashboards to improve sales performance, customer relationship management, and revenue forecasting. 1.75 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Images in Storeroom This course covers the Product Images in Storeroom feature introduced in CloudSuite Distribution, which enables displaying Product Images and JSON data from Document Management to Storeroom Widgets. The course details the complete configuration workflow, starting with navigating to Document Management, clicking Add Document, selecting Product Images as the Document Type, creating the document, opening the Attributes tab, entering the Company and Product Number, and saving the configuration. Participants will examine how to navigate to Storeroom and validate the configured product by filtering for the specific product and clicking the Widgets icon located at the top-right corner to view the image and JSON details. The course also covers the verification of image and JSON data display across all key Storeroom sections, including Customer Product, Customer Product Warehouse, Issue Entry or Return Entry, and Product Inquiry. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Counter Sale Orders in Infor WMS This course covers how order entry operators can enter a Counter Sale type order for a WMS warehouse and depict what items the customer has brought to the counter versus items that need to be picked from the warehouse area. The course explains how a Pick Type is added to line items, allowing WMS to differentiate between 'counter' and 'warehouse' pick items and process them accordingly. It details how Counter Sale orders in WMS receive a higher priority for processing, with counter items being auto picked and shipped while warehouse items are manually picked and shipped. The course demonstrates how inventory balances in WMS are updated in real time and how inventory data is returned to CSD via the sync Shipment BOD, using WLIT/WLEBS functions to complete the order shipment. It covers setup requirements across multiple screens including SASA (enabling Warehouse Logistics), ICSD (configuring WL Live and WL Location settings), AO (creating WL Locations with ION WL Implementation), and SASO (configuring the WL Pick Type on CS Orders option). 0.33 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Additional Languages for POD This course covers the additional language support feature introduced for the Proof of Delivery (POD) module within CloudSuite Distribution. Participants will examine how POD now supports four additional languages: German, Swedish, Canadian French, and Mexican Spanish. The course demonstrates how to configure language preferences within the POD Manager by navigating to User Settings, selecting the preferred Language and Country/Region from the dropdown, and saving the selections.The course also explains the date format variations applied to Routes based on the selected language, such as German (5.3.2026), Swedish (2026-3-5), French Canada (2026-3-5), and Spanish Mexico (5/3/2026). Additionally, participants will apply the configuration workflow for POD Mobile, where language settings are changed through the device's local settings to translate the Log In, Routes, Deliveries, About, and Sign Out pages and tabs. The course further highlights that the selected language is applied across all tabs in both Proof of Delivery Manager and Proof of Delivery Mobile, while noting that certain words may remain in English due to limitations in the translated files. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Add Lots to Import File with Storeroom This course covers the process of adding lots to import files within the Storeroom module of CloudSuite Distribution. Participants will examine how lot allocation for ERP Lot Products is supported through CSV (Excel) upload in the Storeroom Issue Import process. The course demonstrates how to configure the CSV import file with a SerialLots column, specifying lot numbers and quantities using the LotNumber:Quantity format separated by pipe characters. Participants will apply the step-by-step workflow for adding a CSV file for lots, including configuring the required file format and column structure. The course further explains how the system parses and processes the Serial/Lots column, determines whether import line products are tracked by serial or lot, and populates lot IDs and quantities in the Lots drill-down. Participants will evaluate the validation process, where the system confirms each Lot ID exists and verifies that the sum of lot quantities matches the absolute value of the issue quantity. 0.18 Hours Partners,Customers,Employees
CloudSuite Distribution: Using AP Invoice Processing Advanced Workspace Role-Based Workspace Enhancements This course covers the enhancements introduced in the AP Invoice Processing Advanced Role-Based Workspace within CloudSuite Distribution.The course demonstrates how to configure and set up the AP Invoice Processing Advanced Workspace by navigating the application menu, adding the workspace from the catalog, and configuring portal extensions for company, vendor, and group settings. Participants will analyze the problems each enhancement addresses, such as the inability to customize data grid layouts, donut charts displaying historical and archived data instead of actionable records, and limited visibility into invoice processing performance and historical trends. The course also explores the solutions implemented, including customizable grid layouts with automatic preference saving, filtered donut charts showing only active and RPA exception records, and real-time KPIs such as Total Invoice Count, Success Count, RPA Exceptions, and APECE Exceptions. 0.17 Hours Partners,Customers,Employees
CloudSuite Distribution: Using CEO Advanced Workspace Role-Based Workspace Enhancements This course covers how to apply AI-driven insights across key business parameters, including Sales, Purchase, Inventory, Accounts Payable, and Accounts Receivable, to enable real-time analysis, trend identification, and predictive intelligence within the workspace. The course also demonstrates Widget Wise AI-Insights that automatically analyze available data, identify trends, variances, unusual patterns, and key drivers behind performance changes, and generate clear explanations and actionable suggestions for better decision-making. Additionally, it details the configuration and setup process for the CEO Advanced Role-Based Workspace, including navigating the application, adding a workspace from the workspace catalog, and configuring portal extensions. The course also addresses platform, integration, OS, and regional considerations such as Cloud Version (AWS), REST APIs via ION, Infor Birst, and GENAI capabilities, along with multi-language support for French-FR, French-CA, Spanish-AR, Spanish-ES, and English. 0.13 Hours Partners,Customers,Employees
Infor Service Management: Variations of Service Request Orders This course explores how Service Request Orders (SROs) in Infor Service Management (ISM) vary in execution, billing behavior, and integration with CloudSuite Distribution (CSD). Participants focus on managing SROs after creation, adding service work, and validating downstream results rather than recreating SROs from templates. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Distribution Analytics - TWL Domain This course covers the CloudSuite Distribution Analytics Total Warehouse Logistics (TWL) domain. Participants will learn to analyze TWL transactions, review comprehensive TWL and operational reports, and use interactive dashboards to improve transportation and warehouse performance, inventory accuracy, order fulfillment, and operational forecasting. 1.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Attribution Phase 2 This course covers the Product Attribution Phase 2 enhancements introduced in CloudSuite Distribution, focusing on how these changes transform the Item Catalog Inquiry Program (ICIP) into a visually rich, user-friendly, and AI-aligned modern interface. It addresses existing challenges such as attribute values displayed inconsistently with case mismatches, difficult navigation in large product catalogs, lack of visual cues for attribute grouping, inconsistent image management across systems, and high dependency on user expertise to find products, which resulted in misinterpretation of product identifiers, increased time to locate products, and poor user experience. The course explains the solution capabilities including accurate attribute display that preserves case sensitivity and formatting, ecommerce-style navigation that displays attribute groups as image-based tiles and cards with click-to-filter functionality, dynamic product list updates, and responsive grid layout. It also details centralized image management by storing attribute group images in IDM using standard document types and business context, enabling reuse across tenants and applications. 0.10 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Customer Insights This course covers the Customer Insights feature, a GenAI-powered capability integrated within the CloudSuite Distribution (CSD) application that allows users to generate automated insights for Customer records directly from application screens. It explains how Customer Insights addresses the challenge of manually analyzing Customer data from multiple screens, where extracting meaningful insights required manual reporting and decision-making regarding Customer performance or risk demanded significant effort and time. The course demonstrates how the Customer Insights feature integrates GenAI services directly into the CSD application, providing an Insights button on Customer inquiry screens that captures current tab or screen data automatically, sends the data to GenAI using predefined prompts, and generates structured insights dynamically. Participants will examine how the GenAI response is converted into a styled PDF report that is stored in the Reports Directory and displayed in the Reports Widget, while the process runs in the background ensuring users are not interrupted. 0.12 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Vendor Insights This course covers the Vendor Insights feature for CloudSuite Distribution (CSD), a GenAI-powered capability integrated within the CSD application that allows users to generate automated insights for vendor records directly from the application screens. The course examines how the Vendor Insights feature integrates GenAI services directly into the CSD application through an Insights button on vendor screens that captures current tab or screen data automatically, sends the data to GenAI using predefined prompts, and generates structured insights dynamically. The GenAI response is converted into a styled PDF report, stored in the Reports Directory, and displayed in the Reports Widget while the process runs in the background ensuring users are not interrupted. Participants will identify the configuration and setup requirements including procuring a GenAI license, installing GenAI services in the tenant, activating the INFOROS.GENAI business rule, and configuring the get-ai-insights prompt in SA Table Code Value Setup. The course demonstrates the one-click insight generation process and describes how AI-powered vendor analysis reports are automatically stored and accessible through the Reports Widget. 0.10 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Distribution Analytics - Warehouse Transfer Domain This course covers the CloudSuite Distribution Analytics Warehouse Transfer (WT) domain. Participants will learn to analyze WT transactions, use reports and interactive dashboards to improve inter‑warehouse transfer efficiency, inventory accuracy, order fulfillment, and operational forecasting. 1.50 Hours Partners,Customers,Employees
Infor Service Management: Scheduling and Dispatching This course provides a practical overview of scheduling and dispatching in Infor Service Management (ISM). Participants will learn how to plan service appointments, assign qualified technicians, and respond to schedule changes using the Scheduling Board and dispatch workflows within the Service Request Order (SRO) lifecycle to support effective service execution. 01 Hours Partners,Customers,Employees
Infor Service Management: Call Center Incidents This course introduces managing call center incidents in Infor Service Management, including setting up the call center, reviewing service codes, managing incidents through their lifecycle, and using the Incident Queue Console to track and prioritize work. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Replace PO Line Delete This course covers the replacement of the purchase order line delete functionality with a line cancel capability delivered in the CloudSuite Distribution v2026.10 release. It explains the rationale behind this change, highlighting that deleting a PO line previously resulted in permanent removal of the line from the document and a loss of historical data that could have been used to support future buying decisions. The course demonstrates how canceling a PO line instead inactivates the line while allowing it to remain on the document, thereby retaining the full history. It describes the screen changes in Purchase Order Entry, where the Delete button has been replaced by the Cancel Line button on the Advanced Line Entry screen and by the Cancel button on the Edit Lines screen. The course identifies that no setup is required as the delete functionality is automatically replaced by cancel functionality with the 2026.10.00 release, and there is no administrative or operator option to toggle between delete and cancel. 0.53 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Support Will Call in POD This course covers the Support Will Call in Proof of Delivery (POD) feature for CloudSuite Distribution. It explains how the Proof of Delivery module supports the Will Call function, enabling users to manage Will Call orders within both POD Manager and Mobile applications. The course describes how the feature is activated by setting up the feature flag "POD-926," which, when enabled, displays the Will Call page in both POD Manager and Mobile and syncs Will Call orders from CSD to POD. Participants examine the end-to-end workflow for Will Call orders, including creating transactions with a Will Call disposition in OEET, printing to pick orders in OEIO, and validating order display in the Will Call Module. The course demonstrates how to configure and use the Will Call Page in POD Manager, including refresh, filter columns, order number, status, date, and other columns, as well as the delete function for specific Will Call orders. 0.30 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL RF Admin Multi-Warehouse Picking This course covers the TWL RF Admin Multi-Warehouse Picking enhancement delivered in the 2026.10 release for CloudSuite Distribution. It explains how to configure the RF Admin flag on the RF Employee Setup (TWLAE) screen to designate employees who can operate across multiple TWL warehouses. The course examines how the employee assignment control on the Order Drop Manager (TWLOM), Employee Wave Assignments (TWLOE), and Auto Drop Rule Setup screens has been replaced with a scalable selection grid displaying Employee ID, Name, RF Admin status, and Default Warehouse, enabling cross-warehouse employee assignment during order drop and wave management. Participants explore how RF Admin employees switch warehouses using the Change Warehouse option in the RF side menu and execute picks in non-home warehouses via Wave Picking (511) or Order Picking (512). The course also addresses the earlier validation enhancement for voice picking, where APIs now validate wave assignments during pick retrieval rather than at submission, preventing wasted physical picks. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using WTERR Display Standard Pack On Report This course covers the enhancement that adds the ICSW Standard Pack to the WTERR Transfer Replenishment Report in CloudSuite Distribution. It describes how the WT Replenishment Report, also known as the Transfer Entry Recommended Replenishment Action Report (WT RRAR), displays relevant information on which to base transfer decisions, and explains the addition of ICSW Standard Pack visibility for the WT ship-to warehouse. The course identifies the business problem where staff previously lacked packaging context for transfer quantities due to the absence of ICSW Standard Pack on the report, which created downstream operational errors, extra labor, poor planning, and degraded inventory and transport performance. It explains how having visibility to the ICSW Standard Pack gives planners and warehouse staff immediate, per-ship-to-warehouse visibility of the item's standard packing quantity (units per case/pack) while leaving transfer quantities in stocking units unchanged. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Penny Cash Payment Type Rounding This course covers the implementation and use of the Rounded Cash payment type within CloudSuite Distribution, delivered in release 2026.10. It explains how to integrate a process and workflow that enables the use of a payment type within order entry that excludes the use of pennies while taking cash from a customer. The course examines the business impact of the cessation of penny production and describes how to configure the system to support Rounded Cash transactions. It details the automatic rounding up and down of payment amounts based on payment type, and explains how rounded-down amounts result in a Write Off amount attached to the order during Invoice Processing, while rounded-up amounts result in a Surcharge Addon attached to the order. 0.45 Hours Partners,Customers,Employees
CloudSuite Distribution: Leveraging Customer Orders Overview This course provides a practical, end-to-end introduction to customer sales orders and the supporting workflows in CloudSuite Distribution (CSD). Learners will gain a clear understanding of the Quote-to-Cash lifecycle, how sales orders are classified, and how order stages and dispositions affect inventory and warehouse processing. 0.50 Hours Partners,Customers,Employees
Infor Service Management: Service Contracts This course introduces service contract management in Infor Service Management. Participants will learn how to create and maintain service contracts, set up contract parameters and maintenance schedules, generate service orders, and manage contract billing and invoicing. The course focuses on preventive maintenance contracts, contract lifecycles, and integration with service orders and billing to support efficient service delivery and recurring revenue. 01 Hours Partners,Customers,Employees
Infor Service Management: Rental Contracts This course introduces rental contract management in Infor Service Management using the Rental Counter. Participants will learn how to configure rental setups, create rental contracts, and use the Rental Counter to create, check out, invoice, and check in rental contracts. The course also covers contract management and rental processing activities required to support the complete rental lifecycle. 01 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Automate Daylight Saving Time This course covers the Automate Daylight Saving Time enhancement delivered in the CloudSuite Distribution 2026.10 release. It explains how to configure and activate a new Administrator Option that automates the enabling and disabling of Daylight Saving Time, eliminating the need for administrators to manually toggle the existing AO setting during time changes. Participants will examine how enabling the "Automate Daylight Saving Time" checkbox reveals additional fields, including the "Daylight Saving Time Reference Time Zone," which allows selection of a region to govern time changes. The course demonstrates how the system automatically identifies and displays the next scheduled time change for the selected region and applies it without manual intervention. It also describes the underlying technical architecture, where the enhancement leverages the Linux Operating System's built-in time zone database to determine appropriate time changes and continuously monitor for updates via the report scheduler. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using OEET Open Orders and Whse Availability Improvements This course covers the latest usability enhancements in CSD Order Entry (OEET) Advanced Line Entry (ALE) that provide improved visibility into Open Orders and Warehouse Availability during the order entry process. It examines the problem faced by Customer Service Representatives (CSRs) who previously had no visibility into existing open orders or quotes for the same customer and product, resulting in duplicate orders, inconsistent pricing, and lost profit. The course explains the new "Open Orders" button in the ALE toolbar that displays a dynamic count of recent orders from the past six months and presents a detailed grid showing order dates, quantities, price, stage, type, warehouse, customer PO, and tied orders. 00.05 Partners,Customers,Employees
CloudSuite Distribution: Using OEET Quick Line Entry Improvements This course covers the latest usability enhancements in CSD Order Entry (OEET) Quick Line Entry (QLE) that address persistent data retention during navigation and provide quick access to Advanced Line Entry (ALE). It examines the problem faced by Customer Service Representatives (CSRs) where staged lines disappeared when navigating away from Quick Line Entry, requiring re-entry of products upon return. The course explains three key improvements: persistent data that retains all staged QLE lines and totals when navigating to Advanced Line Entry, product search, or any other screen until the user creates a new order or manually clears them; the "Move to Advanced Line Entry" feature that allows users to selectively promote a single staged line into ALE with its Product, Quantity, Unit, and Price already populated, eliminating the need to manually note and re-enter information; and the new "Clear All" button that removes all staged lines at once, resetting quantity and amount totals to zero. The course also identifies limitations, including that when ALE is opened from the new QLE button, the product is removed from QLE to prevent duplicate or conflicting entries, and if ALE is cancelled, the product is not automatically restored and must be re-added manually to maintain data integrity. 0.13 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Lockbox Discount Improvements and Visibility of the Cash Receipts In Process User This course covers the AR Lockbox Discount Processing Improvements and the Visibility of the Cash Receipts In Process User enhancements delivered in CloudSuite Distribution release 2026.10. It describes how to configure and apply a new Administrator Option (AO) that enables the discount taken for an invoice payment to be specified within the RemittanceAdvice BOD, overriding standard terms discount calculations when applying payments to invoices. The course also explains the Visibility of Cash Receipts In Process User enhancement, which provides visibility into the specific operator associated with Cash Receipts processing when it is flagged as in process for a customer. Participants will identify how the new "Cash Receipts Operator" field is loaded when Cash Receipts processing is initiated via Cash Receipt Entry (ARECE) or AR Entry Lockbox Update (ARELU), and how this field is displayed on the Customer Setup (ARSC) Credit tab and the AR Customer Master List Report (ARRMC). 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Feature Flag Management Improvements This course covers the Feature Flag Management Improvements introduced in CloudSuite Distribution release 2026.10. It describes how to navigate and operate the new Feature Flags screen added to Administrator Options (AO) under System, which provides System Administrators with a centralized view of all available features, the ability to activate or inactivate them on demand, and visibility into dependencies between features. The course explains how all new features are delivered inactive by default, organized by release version, and only appear on the screen once the application version reaches that release. It demonstrates how to activate and inactivate features using in-grid editing, and how dependency awareness prevents invalid configurations by blocking activation or inactivation when prerequisites are not met. The course also describes how to use grid search to locate features by JIRA number, description, or release version. The course also identifies key behavior rules, including that all features default to OFF and hidden flags can be managed by Infor support via SARSU. 0.25 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Excel Report Output This course covers how to set up, activate, and operate the Excel Print Output Type for SX.e reports in CloudSuite Distribution release 2026.10. It describes the business need for Excel report output, addressing the limitation that SX.e reports previously output only in PDF or Text format, which required significant manual effort to restructure data in Excel for filtering, sorting, pivoting, and manipulation. The course demonstrates how to run a report with Excel output by navigating to the report screen, setting report parameters, checking the Print Options Page checkbox, and selecting Excel from the Print Output Type dropdown. It explains the architecture and technical flow, including how an AWS Lambda function is triggered upon S3 upload to convert text output into structured .xlsx files using JSON metadata templates and Python scripts. The course addresses key considerations such as output format compatibility with Office 365, error handling through log files, performance validation for large reports, and the fact that existing PDF and Text output options remain fully functional with no regression. 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using List Functionality added to OEEPC This course details the use of new List Functionality added to OEEPC introduced in this feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Min Review Cycle Days to Calculate Review Cycle in ICAR when Target or Usage is 0 This course details the product use of the Inventory Management – Use Min Review Cycle Days to calculate Review Cycle in ICAR when Vendor Target is 0 for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Improvements to AR Split Payment Tracking This course details the use of the improvements to AR Split Payment Tracking, including capturing and displaying of the tracking data introduced in this feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using TWL Allow Pick and Pass Overlapping of Tote and Carton By Wave This course describes how to use the new TWL Pick & Pass feature when picking by Wave for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Changes to Support Canceling Shipment Order Lines and Removing PO Lines in WMS This course details the product use regarding the changes to support canceling shipment order lines and removing PO lines in WMS introduced in this feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Inventory Usage Improvements This course provides an overview for improving inventory usage accuracy by adding a minimum threshold usage rate, eliminating unwarranted exceptions and streamlining the buyer's usage review workflow for feature release 2026.10 0.50 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Track Governmental Fees Separate from Taxes This course covers how to activate the feature, how fees are captured from your tax integration, and how they appear across Order Entry screens, customer-facing documents, reports, and integrations for feature release 2026.10 0.75 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Quote Agent This release introduces a GenAI-powered Quote Agent that guides Customer Service Representatives through building and submitting quotes conversationally inside CloudSuite Distribution for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Purchasing Agent This release introduces GenAI-powered Purchasing Agents that bring conversational, AI-driven purchase order intelligence into the application for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Order Inquiry Agent This release introduces GenAI-powered Order Inquiry Agents that bring conversational, AI-driven sales order intelligence into the application for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Agent This release introduces GenAI-powered Product Agents that bring conversational, AI-driven product intelligence into the application for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Global Search Insights This release adds AI-powered intelligence to Global Search, providing users with contextual summaries and cross-entity pattern analysis directly within search results for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using GenAI Vendor Agents This course introduces GenAI Vendor Agents for CloudSuite Distribution for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Product Advisor with GenAI Assistant Image Recognition This course introduces the Product Advisor image recognition capability delivered in CloudSuite Distribution for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Customer Duplicate Detection This course introduces AI-powered Customer Duplicate Detection using Coleman AI's semantic matching engine for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Vendor Duplicate Detection This course introduces AI-powered Vendor Duplicate Detection using Coleman AI's semantic matching engine for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using ShipTo Duplicate Detection This course introduces AI-powered Ship-To Duplicate Detection using Coleman AI's semantic matching engine for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using ShipFrom Duplicate Detection This course introduces AI-powered Ship-From Duplicate Detection using Coleman AI's semantic matching engine for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Sales order Processing Robotic Automation Flow This course describes how to make use of Sales Order Robotic Process Automation flow​ for feature release 202610 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Bank Statement Reconciliation This course describes how to make use of Bank Statement Reconciliation​ for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Invoice Processing and AP Invoice Processing Advanced Workspace Enhancements This course describes how to make use of the Enhancements in the Invoice Processing and AP Invoice Processing Advanced Workspace Enhancements. for feature release 2026.10 0.08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Inventory Manager Advanced Workspace This course describes how to make use of the Inventory Manager Advanced Workspace for feature release 2026.10 0.08 Hours Partners,Customers,Employees

Training Guide

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Exam Guide

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Complete CloudSuite Distribution Course Catalog

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