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 how to extend the WebUI features of CloudSuite Distribution and Distribution SX.e. Scripting experience, especially JavaScript, is recommended. This training is for CloudSuite Distribution version 2020.12, Distribution SX.e version 11 and all previous versions.Course Agenda:CloudSuite Distribution: Course Description for Extending WebUIPlease note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 24 Hours Partners,Customers,Employees

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
Distribution SX.e: v11 Using Accounting Controller - Self-directed Learning This course covers accounting practices within Infor Distribution SX.e as they relate to the controller’s role, including setting up GL accounts, integrating the GL, entering GL transactions, balancing the GL, and processing month- and year-end activities. Participants will also gain insight into divisionalized accounting, budget setup and maintenance, and financial statements. This training is for version 11.19 and previous versions. Prerequisite courses: Distribution SX.e: v11.19 Navigating the User Interface; Distribution SX.e: v11.19 Foundation 101. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
Distribution SX.e: v11 Managing Operator Security - Self-directed Learning This course covers the system administrator functions that pertain to operator passwords and security. You will also gain an understanding of operator records and the importance of the R&D operator record. This training is for version 11.19 and all previous versions. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 04 Hours Partners,Customers,Employees
Distribution SX.e: v11 Using Accounts Payable - Self-directed Learning This course covers how to enter, track, and manage both expense and trade invoices from invoice receipt through invoice processing. This training is for version 11.19 and all previous versions. Prerequisite course: Distribution SX.e: v11 Navigating the User Interface. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Field Service - Self-directed Learning This course covers using the CloudSuite Field Service application to manage distribution equipment. We will create service order templates, and generate service request orders (SROs), taking the SRO through the scheduling process as well as the billing and invoicing processes. Participants will also get an overview of the setups and configurations required to run Field Service as well as gain insight on the integration between Field Service and CloudSuite Distribution. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 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 also get an overview of the setups and configurations required to run Service & Rental as well as gain insight on the integration between Service & Rental and CloudSuite Distribution. Prerequisite course: Distribution SX.e: Navigating the User Interface This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 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. Prerequisite courses: Distribution SX.e: v11 Navigating the User Interface; Distribution SX.e: v11 Foundation 101. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 04 Hours Partners,Customers,Employees
CloudSuite Distribution: Troubleshooting Vendor Invoice Center (APECE) - Self-directed Learning This course covers how to use the Vendor Invoice Center’s 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. This training is for version 11 and all previous versions. Prerequisite courses: Distribution SX.e: v11 Navigating the User Interface; Distribution SX.e: v11 Using Accounts Payable. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Using Customer Orders - Self-directed Learning This course covers creating, maintaining, and managing customer sales orders in CloudSuite Distribution. This course is for version v11.22.01 and previous versions. Prerequisite courses: Distribution SX.e: v11 Navigating the User Interface. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 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. This training is for version v11. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 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. Prerequisite course: Distribution SX.e: v11 Navigating the User Interface. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 04 Hours Partners,Customers,Employees
Distribution SX.e: v11 Using Purchase Planning - Self-directed Learning This course covers creating, updating, and managing POs in Infor Distribution SX.e. Participants will also learn to use the Demand Center and basic ordering controls in executing the replenishment process and to complete month-end processes. This training is for version 11.19 and all previous versions. Prerequisite courses: Distribution SX.e: v11 Navigating the User Interface; Distribution SX.e: v11 Foundation 101. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
CloudSuite Distribution: Navigating the User Interface - Self-directed Learning This course introduces the user to the Infor OS Portal and the CloudSuite Distribution web client user interface (UI) components and common navigation and search functions. This course serves as a prerequisite for any Infor CloudSuite Distribution (CSD) foundation-level course. This training is for version 11.This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. 04 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Warehouse Planning - Self-directed Learning This course covers the warehouse operations business processes within Infor CloudSuite Distribution as they relate to the warehouse operator’s role, including, shipping sales orders, and warehouse transfers, pre-receiving and receiving purchase orders, receiving a warehouse transfer, and updating inventory with received stock. Participants will also gain insight into the physical and cycle counting process and using bar codes. This training is for version 11. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Accounts Receivable - Self-directed Learning This course covers fundamental accounts receivable concepts in the Financial Plan To Report process for the account receivable clerk role. This includes creating customer records and invoices, posting customer payments along with managing and correcting incorrect postings. You will also review completing the month-end and year-end processes. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 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 CloudSuite Distribution. We will explore the process of setting up a warehouse, and adding products as well as managing inventory counts, warranty returns, serial and lot products as well as kit products. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Pricing - Self-directed Learning NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 04 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Distribution: Using Report Scheduler - Self-directed Learning This course covers the Report Scheduler module in CloudSuite Distribution. Participants will gain insight into report schedules and the functions of creating and using print queues and stored reports. NOTE: This is not a technical course but applies to the functions within CloudSuite Distribution. This training is for version 11.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 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. Participants will also gain an understanding of PO types and stages. You will also learn to perform inquiries, copy POs, and add comments and notes to purchase orders. This training is for version 11.NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 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. 0.75 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 covers core CloudSuite Distribution and homepage personalizations. It demonstrates how to use the personalization feature to change CloudSuite Distribution screens and how to create and edit role-based homepages for CloudSuite Distribution. 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

Training Guide

Course Name Course Description Course Audience
CloudSuite Distribution: Training Guide - Personalizing forms in Infor Document Management This is the workbook accompanying the CloudSuite Distribution: Personalizing forms in Infor Document Management course. CAMPUS_PLUS,Employees
CloudSuite Distribution: Training Guide - Foundation This course introduces a user to the fundamentals of Infor CloudSuite Distribution. It covers distribution, quote to cash, purchase to pay, warehouse transfer to receipt, and the financial reporting processes as defined in the CloudSuite Distribution End-to-End Business Processes. In this course, you will enter the required operational transactions, accounting, and financial data to purchase and sell Bluetooth® tracker in the company’s enterprise resource planning (ERP) system. This training is for version 11. CAMPUS_PLUS,Employees
CloudSuite Distribution: Training Guide - Navigating the User Interface This course contains a workbook covering: CloudSuite Distribution: Navigating the User Interface CAMPUS_PLUS,Employees
CloudSuite Distribution: Training Guide - Using Warehouse Planning This is the training guide that accompanies the course in the title. Content on this page is available to Campus Plus members only. If you do not have Campus Plus, click here for information on how to become a member.   CAMPUS_PLUS,Employees

Exam Guide

Course Name Course Description Course Audience
CSD: Exam Guide for CSD-288-1223 Infor Certified CloudSuite Distribution SMB (SX.e) Associate This exam guide outlines the target audience, exam details, registration information, related training/documentation and objectives for this exam. Partners,Customers,Employees
Complete CloudSuite Distribution Course Catalog

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