M3 Training Catalog

CloudSuite Industrial(SyteLine) 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 Industrial(SyteLine) 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
SyteLine: Managing Version Uplifts - Instructor-Led Training This course covers the process of uplifting a SyteLine database to the latest version, including the use of FormSync and application changes required for a successful uplift to the latest build in a v10 environment. It explains the differences between version 9.01 and 10, focusing on the new Single Version model, which consolidates multiple databases into one. The course details preparatory tasks, upgrade and uplift procedures, and the use of diagnostic tools to analyze uplift status. It also addresses conflict resolution during the uplift process and demonstrates how to synchronize custom forms using FormSync. Practical exercises guide learners through downloading, preparing, and installing build files, performing uplifts, and managing environment configurations. 04 Hours Partners,Customers,Employees
Syteline: Creating Form Personalizations - Instructor-Led Training This course covers the essential concepts and practical steps for personalizing forms in SyteLine. Learners will explore the system's data architecture, including the relationship between forms, fields, records, collections, and Intelligent Data Objects (IDOs). The course provides detailed instructions on assigning and managing form editing permissions, modifying form properties such as fonts, background colors, and images, and configuring form components using the toolbox and layout settings. Participants will learn to apply inherited attributes, construct list sources, implement validators, and generate static and translatable strings. The curriculum also includes adding user-extended table fields, setting up event handlers, and executing FormSync processes to synchronize customized forms. 08 Hours Partners,Customers,Employees
SyteLine: Using the Application Event System - Instructor-Led Training This course covers the Quality Control Solution (QCS) Customer module, focusing on tracking and managing quality information for products shipped to customers. It details how to handle customer complaints, returns, and certificates of conformance, and provides guidance on item inspections, holds, rejections, and acceptances. The course explains the use of QCS to control shipments, ensuring only products accepted by quality control are shipped. It also covers the management of customer returns, complaints, and the generation of quality-related reports. Participants will learn about the dashboard features of the Quality Control Solution Home form, including navigation, alerts, tasks, and setup options. The course emphasizes compliance with ISO 9001 Quality Systems Model and demonstrates how to use QCS forms and reports to support quality assurance processes. 08 Hours Partners,Customers,Employees
SyteLine: Creating Reports Using Mongoose Reporting - Instructor-Led Training This course covers the Mongoose Reporting methodology which includes FlexForm components, Report Type forms, how to create a stored procedure based DataView, passing of starting and ending parameters to a DataView, adding images to a Report Type form, adding a Secondary Collection to a Report Type form, adding a Sub-Report to a Report Type form, creating Report Criteria forms and creating Fixed form forward-facing reports. The course provides step-by-step guidance on building custom reports using Mongoose, including the use of IDO Methods, DataView reports, and FlexLayout components. Participants will learn how to incorporate Secondary Collections, Sub-Reports, and set up input parameters for report generation. The course also covers creating Event Handlers, Background Task Definitions, and linking data maintenance forms to report type forms. By the end of the course, learners will be able to design, implement, and manage advanced reporting solutions within the SyteLine environment, ensuring effective data presentation and analysis. 16 Hours Partners,Customers,Employees
SyteLine: Extending the Application with Mongoose - Instructor-Led Training This course covers the Mongoose framework capabilities used to enhance and extend the SyteLine system, including building tables, Intelligent Data Objects (IDOs), and forms. It explains the architecture of the Mongoose development framework and its relationship to CloudSuite, details the methods to interact with CloudSuite application components and underlying data structures, and demonstrates running forms within CloudSuite using the Mongoose environment. The course guides users through setting up the system development environment, creating user accounts, configuring preferences, and personalizing the Explorer. It introduces design mode basics, editing scopes, and form component manipulation. Learners build data maintenance applications, extend existing tables and IDOs, construct header and detail data maintenance, configure event handlers, and design multi-page portal forms for web clients. The course also covers checking IDOs and property classes in and out for development control, form security, and multi-developer support features. 16 Hours Partners,Customers,Employees
SyteLine: Administering the System - Instructor-Led Training This course covers the Infor framework architecture and basic system administration tasks, including creating databases, editing configurations, setting up the Infor TaskMan service, managing background tasks, managing users and groups, creating audit trails, and working with various other system administration forms and utilities. The course provides a comprehensive understanding of the Infor framework, its components, and the processes involved in system setup and maintenance. Participants will learn how to utilize the System Administrator Home form, navigate through dashboard and navigator tabs, and perform tasks such as license management, session management, replication management, printer setup, process defaults, and database maintenance. The course also addresses utilities for unlocking journals and functions, crash recovery, recommended patch analysis, and background task history. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: Golden Demo Image Enablement Workshop - Instructor-Led Training This 2-day remote workshop uses a story-based approach to help our partners obtain and master the new CSI Golden Demo tenant environment. The detailed agenda can be found below. The sessions will be recorded and later made available on Infor U Campus for those who are unable to attend the sessions in real time. In order to qualify for a complimentary golden CSI image, at least one resource from your organization must attend the workshop 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,Employees
CSI Golden Demo Environment - Phase 2 Training - Instructor-Led Training This instructor-led virtual training provides an in-depth review of the latest enhancements to the CloudSuite Industrial (CSI) Golden Demo Image, including new data updates, configuration fixes, usability improvements, and roadmap updates designed to strengthen demo quality and selling effectiveness. Partners will learn how to apply the enhanced tenant in sales demos and proof-of-concept scenarios, complete required post-provisioning steps following the tenant refresh, and leverage best practices for consistent, value-aligned presentations across teams. This session is recommended for CSI partner sales, pre-sales, delivery, and demo practitioners who use the Golden Demo Image in customer-facing activities. 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,Employees

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
CloudSuite Industrial: v10 Using Factory Track - Time Track - Self-directed Learning This course covers Factory Track Time Track functionality including basic configuration, collecting time and attendance data, managing labor records, processing payroll, and viewing data. The training is for version 10.18.00 and all previous versions. Students learn to explain the purpose and features of the Factory Track Time Track module, configure facility parameters, payroll schedules, and time and attendance, manage labor records, perform labor transactions, process payroll, modify payroll records after processing, perform Time Track activities using Shop Floor and Warehouse Mobility, and view time and attendance information. The course includes exercises for navigating and viewing additional Factory Track Time Track forms, configuring site and facility parameters, and conducting Shop Floor and Warehouse Mobility time and attendance transactions. 16 Hours Partners,Customers,Employees
SyteLine: Using Shipping - Self-directed Learning This course covers the end-to-end shipping process in SyteLine, including order shipping and the pick, pack, and ship workflow. It explains how to generate pick lists, create packing slips, and process shipping transactions. The course details the steps for picking items from inventory, packing them for shipment, and tracking shipped items by ship date. It also covers system impacts, troubleshooting shipping issues, and modifying shipments before and after invoicing. Learners will understand how to manage inventory, assign locations, and handle returns. The workbook includes practical exercises for generating pick lists, shipping orders, and printing packing slips.The course emphasizes the importance of accurate inventory management and provides guidance on using SyteLine forms and utilities for shipping operations. 04 Hours Partners,Customers,Employees
CloudSuite Business: v9 Foundation 101 (v9.01) - Self-directed Learning This course covers CloudSuite Business fundamentals, including setting up a Chart of Accounts, customers, items, and vendors. It guides learners through creating customer orders, purchase order requisitions, and purchase orders, as well as receiving purchase orders and shipping customer orders. The course explains invoicing customer orders, recording invoices in accounts receivable, paying invoices, recording vouchers in accounts payable, paying vouchers, and using the general ledger. Learners will also explore generating accounts payable transactions, posting journals to the general ledger, and reviewing financial statements. The workbook provides practical exercises and demonstrations to reinforce these concepts, ensuring participants gain hands-on experience with CloudSuite Business operations. The course emphasizes the integration of logistical, accounting, and financial data within the ERP system, preparing users to manage business processes efficiently. Participants will learn to navigate the user interface, utilize reporting tools, and understand the impact of transactions on financial records. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v9 Foundation 101 (v9.01) - Self-directed Learning This course covers the foundational concepts and principles of CloudSuite Industrial, focusing on the setup and management of customers, items, vendors, work centers, employees, and bills of materials (BOM). It guides learners through creating customer orders, jobs, and purchase orders, managing inventory, recording invoices in accounts receivable (AR), paying vouchers from accounts payable (AP), and reviewing the financial impact of these transactions in the general ledger (GL). The course uses a business scenario to simulate an actual environment, providing basic data for a fictitious corporation, Progressive Cycles, which manufactures bicycles and yo-yos. Learners will enter logistical, manufacturing, accounting, and financial data into the ERP system, considering factory layout, BOM, costed BOM, chart of accounts, logistical files, and operational files. The course also includes diagrams and tables to illustrate BOM and costed BOM, and covers the use of various forms and activities within the system. 16 Hours Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Navigating the User Interface (v9.01) - Self-directed Learning This course covers the CloudSuite Business and CloudSuite Industrial user interface, focusing on the essential elements such as menu bars, Master Explorer, and main toolbar. It guides users through opening and working with forms, customizing the interface, and utilizing filters and queries to retrieve records. The course also explains how to add, edit, delete, and print records and collections, create and attach notes to records, and export data. Learners will understand the structure and navigation of the application, including the use of keyboard shortcuts and context menus. 04 Hours Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Using Customer Service/Order Entry (v9.01) - Self-directed Learning This course covers creating customer records, setting up customer order parameters, and creating, shipping, and invoicing customer orders. Basic customer service activities and using the Customer Service Home form are also covered. The course provides step-by-step instructions for practice exercises, including creating customer records, managing multiple ship-to locations, and understanding the information contained in the Customers form. It explains how to create customer document profiles, record communications, and use customer contracts. The course details the setup of order entry parameters, the process for regular and blanket customer orders, and the Delivered In Full and On Time (DIFOT) standard. It includes lessons on pre-shipping, shipping, invoicing, and additional charges, as well as pick, pack, and ship functionality. The Customer Order Document Lifecycle and Customer Service Home forms are explored, with demonstrations and exercises to reinforce learning. Reference materials and system requirements are provided to support learners throughout the course. Learners will gain practical skills for day-to-day business tasks and activities in CloudSuite Business and CloudSuite Industrial environments. 08 Hours Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Using the Workbench Suite and DataViews (v9.01) - Self-directed Learning This course covers the tools and capabilities of the systems Workbench Suite by providing hands-on practice with key features of the application. Students will gain experience with DataViews, Data Search, DataView Actions, and critical numbers and will explore options for implementing workbenches in their organizations. The Workbench Suite is designed to help users interact with and format organizational data in real time, offering configurable tools for all levels to access and display data meaningfully. The course includes an overview of workbenches, DataViews, DataSearch, critical numbers, process flows, and DataView Actions. Participants will learn about the types of workbenches, their functionality, and integration into home pages. The course also covers the benefits of using the Workbench Suite, such as communicating corporate objectives, monitoring performance, and creating reports. Additionally, students will understand how to set up goals, alerts, and critical numbers, and how to use DataView Actions for dynamic navigation. The course provides practical exercises for navigating critical numbers and DataViews on the home page, and customizing workbenches to meet organizational needs. By the end of the course, learners will be equipped to implement and utilize the Workbench Suite effectively within their organizations. 08 Hours Partners,Customers,Employees
SyteLine: Using Quality Control Solution (QCS) - Customer - Self-directed Learning This course covers the Quality Control Solution (QCS) Customer module, focusing on tracking and managing quality information for products shipped to customers. It details how to handle customer complaints, returns, and certificates of conformance, and provides guidance on item inspections, holds, rejections, and acceptances. The course explains the use of QCS to control shipments, ensuring only products accepted by quality control are shipped. It also covers the management of customer returns, complaints, and the generation of quality-related reports. Participants will learn about the dashboard features of the Quality Control Solution Home form, including navigation, alerts, tasks, and setup options. The course emphasizes compliance with ISO 9001 Quality Systems Model and demonstrates how to use QCS forms and reports to support quality assurance processes. 08 Hours Partners,Customers,Employees
SyteLine: Using Quality Control Solution - In Process - Self-directed Learning This course covers the various QCS processes involved in managing Work in Process (WIP) material inventory, primarily as it relates to handling defective parts, including the automated processing of test results. Test results, disposition procedures, Material Review Requests (MRRs), and Corrective Action Requests (CARs) are included in the course. Learners will understand how to track quality information on jobs and production schedules, define quality plans, and manage checkpoints to ensure process and product performance. The course details the requirements for QCS In Process setup, the management of in-process quality, and the MRB process for non-conforming material. It also explains the use of the Quality Control Solution Home form as a dashboard for QCS information. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v10 Using the Workbench Suite and DataViews - Self-directed Learning This course covers the tools and capabilities of the systems Workbench Suite by providing hands-on practice with key features of the application. The Workbench Suite is a set of tools designed to help you interact with and format organizational data in real time. The application is easily configurable, allowing people at all levels in your organization to get the data they need and display it in meaningful ways. The Workbench Suite also lets you compare individual, departmental, and organizational performance against defined goals. Workbenches are specialized forms that bring the tools of the Workbench Suite together, helping you focus on what is important based on your role or specific data needs. There are several types of workbenches, each associated with certain managerial or non-managerial data, and workbenches may also be integrated into a home page. DataViews are the reporting tools of the Workbench Suite, enabling users to create custom reports and layouts with real-time data. The course also covers the navigation panel, critical numbers panel, top list panel, items/details panel, and DataView panel, providing a comprehensive understanding of the Workbench Suite environment. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v10 Using Factory Track - Warehouse Mobility - Self-directed Learning This course covers CloudSuite Industrial Factory Track Warehouse Mobility functionality, focusing on the execution of warehouse transactions using mobile devices. It provides an in-depth understanding of how to perform inventory movements, receive and issue materials, and manage warehouse operations efficiently through the Factory Track Warehouse Mobility module. The course details the integration of mobile technology with ERP systems, enabling real-time data entry and transaction processing. Participants will learn to navigate the Warehouse Mobility interface, execute common warehouse tasks such as picking, packing, and shipping, and utilize barcode scanning for improved accuracy. The training includes best practices for inventory control, cycle counting, and handling exceptions. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v10 Using Factory Track - Shop Floor - Self-directed Learning This course covers CloudSuite Industrial Factory Track Shop Floor functionality including performing labor and material transactions, creating and managing a Kanban system, and viewing and interpreting information and status. It provides a comprehensive overview of the Factory Track Shop Floor module, its integration with ERP systems, and the use of touch screen, barcode scanning, and label printing on the shop floor. The course details how users can input labor and material transaction information directly from the shop floor, and how the system supports labor and material transactions, Kanbans, teaming, and label printing. Participants will learn to navigate the Work Center Navigation Home form, perform labor and material activities, and manage Kanban replenishment cycles. The course also covers document integration parameters and system requirements for optimal use. 08 Hours Skytap Users,Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Managing Inventory (v9.01) - Self-directed Learning This course covers basic inventory management functions, including setting inventory control parameters, creating inventory items, using lot and serial number tracking, using inventory forms and reports to monitor inventory status, performing inventory cycle counts and physical inventory counts, completing miscellaneous inventory transactions, and creating, shipping, and receiving transfer order items. The course details how to configure inventory parameters, set up product codes, add warehouses and locations, and establish distribution accounts. It also explains compliance programs and their use in tracking hazardous or restricted materials. Participants will learn to create inventory items, reserve items, and manage non-inventory items. The course includes lessons on tracking inventory items with lot and serial numbers, monitoring inventory status, identifying obsolete or slow-moving items, and conducting cycle and physical inventory counts. Additional topics cover inventory transactions, container management, and transfer order processing. Appendices provide reference information on learner accounts, item and lot attributes, inventory pieces, consignment processes, and inventory reports and utilities. 08 Hours Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Using Bills of Materials and Engineering Change Notices (BOM/ECN) (v9.01) - Self-directed Learning This course covers the creation and management of bills of materials (BOMs) in the system, including the item records, routing, resources, and materials that make up the BOM. It also includes instruction on the use of Engineering Change Notices (ECNs) to manage item revisions. The course details the general procedure for creating a BOM, steps to create item records, item operation records including outside operations, resource and work center records, material records including alternate materials, and generating BOM reports. It explains the procedure for copying routings and BOMs, activating ECN control, and managing item revisions through ECNs. Participants will learn to identify BOM types, set up supporting code lists for ECNs, and use BOM-related reports and utilities. Appendices provide reference information on user accounts, review exercises, reports, utilities, and phantom items. The course is designed to provide comprehensive knowledge for users to effectively manage BOMs and ECNs within CloudSuite Business and CloudSuite Industrial systems. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v9 Using Factory Track - Shop Floor (v9.01) - Self-directed Learning This course covers CloudSuite Industrial Factory Track Shop Floor functionality including performing labor and material transactions, creating and managing a Kanban system, and viewing and interpreting information and status. The course provides a comprehensive overview of the Factory Track Shop Floor module, its integration with ERP systems, and the use of touch screen, barcode scanning, and label printing for shop floor operations. Participants will learn to conduct labor and material transactions, manage Kanbans, and utilize the Work Center Navigation Home form for efficient shop floor management. The training includes exercises for logging into the application, configuring document integration parameters, and setting up user accounts. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v9 Using Factory Track - Warehouse Mobility (v9.01) - Self-directed Learning This course covers basic setup and functionality of Factory Track - Warehouse Mobility. Using simulated mobile scanners, participants will perform common warehouse transactions and then view transactional data within CloudSuite Industrial. The course explains the integration of Factory Track modules, focusing on real-time inventory updates, barcode scanning, and wireless label printing. It details the configuration of devices, user groups, and parameters, and demonstrates how to connect FT-WM to a database. Participants learn to perform purchase order receipts, move inventory, conduct item and location inquiries, issue job materials, and execute pick-pack-ship processes. The course also covers cycle counts, field service, and utilities transactions, and provides exercises for each transaction type. 08 Hours Partners,Customers,Employees
CloudSuite Industrial: v9 Using Job Orders (v9.01) - Self-directed Learning This course covers creating a job bill of material (BOM), setting up job defaults, creating job orders, issuing materials to jobs, entering and posting job transactions, backflushing, posting finished goods to inventory, and the various tools the system offers for helping plan work. You will learn how to automatically create a job BOM and set up job defaults, as well as manually create job orders. The course explains issuing materials to jobs and the process for entering and posting job transactions. It also covers backflushing job transactions and posting finished goods to inventory. Various planning tools are introduced to help manage and optimize job orders. The workbook provides guidance on troubleshooting material transaction posting errors and viewing, posting, and deleting pending operation transactions. You will also explore outside process management parameters and learn about managing outside operations. Utilities for job lot splitting, merging, and status changes are included to support advanced job order management. 08 Hours Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Using Purchase Orders and Requisitions (v9.01) - Self-directed Learning This course covers fundamental CloudSuite Business/CloudSuite Industrial purchasing functionality, including planning for purchase orders, setting up vendors, generating purchase order requisitions, generating regular and blanket purchase orders, processing change orders and drop shipments, receiving purchase orders, and generating vouchers. The course guides learners through the processes of purchase order planning, vendor setup, requisition creation, and conversion to purchase orders. It also addresses the creation and management of regular and blanket purchase orders, change orders, and drop shipments. Participants will learn about purchase order receiving, vouchering, and returns, as well as the document lifecycle and buyer home forms. Appendices provide additional reference information on user accounts, landed costs, purchasing reports, letters of credit, goods receiving notes, and updates to the workbook. Learners will gain practical skills for optimizing purchasing operations within CloudSuite Business and CloudSuite Industrial environments. 08 Hours Partners,Customers,Employees
SyteLine: Managing Fixed Assets - Self-directed Learning This course covers the end-to-end management of fixed assets within the SyteLine Financial Plan To Report business process. It guides learners through the creation of fixed asset records, including the setup of supporting tables and codes, and details the process for adding purchase and enhancement costs. The course explains how to establish depreciation schedules using various methods, such as straight line and accelerated depreciation, and demonstrates the calculation and posting of depreciation to the general ledger. Learners will understand how to transfer assets between departments or class codes, including the impact on asset and depreciation accounts. The course also covers the disposal of assets, outlining the steps for recording disposal transactions, posting to the ledger, and updating asset status. Throughout, learners engage with exercises and demonstrations to reinforce practical application, ensuring compliance with accounting standards and effective asset tracking. 2.50 Hours Skytap Users,Partners,Customers,Employees
SyteLine: Configuring Multi-Site - Self-directed Learning This course covers the comprehensive configuration and management of multi-site environments within SyteLine. It begins with the foundational concepts of multi-site systems, including the design and planning of corporate structures, and the decision-making process between multi-site and multi-warehouse configurations. The course guides learners through setting up licensing at sites and entities, establishing entity and site hierarchies, and configuring site groups. It details the setup of replication for site administration, shared currency, and general ledger, as well as the creation and testing of replication rules. Learners will also explore the configuration of multi-currency parameters, bank reconciliations, master sites, and inter-site parameters. The curriculum extends to the replication setup for accounts receivable, order entry, transfer orders, and the parameters for accounts payable, planning, and purchasing. Throughout, practical exercises and demonstrations reinforce the application of these concepts in real-world scenarios, ensuring participants gain hands-on experience in configuring and maintaining a robust multi-site system. 08 Hours Partners,Customers,Employees
SyteLine: Using Pricing - Self-directed Learning This course covers the pricing hierarchy in the Lead To Order business process for the customer service role. It explains how the system calculates item prices on customer order lines by establishing a price based on the pricing hierarchy and applying order line discounts. The course details three pricing methods: Customer Contract Prices, Price Formulas, and Item Pricing, each with options for contract price, quantity price breaks, price formulas, and unit price calculations. It describes how to set up product markup and discounts, including the use of the Product Codes form for markup percentages and the Discounts form for customer type/product code combinations. The course also covers viewing item prices, using price formulas, and associating price codes with customers and items. Exercises guide learners through creating items, setting up pricing methods, assigning price codes, updating price formulas, and calculating discounts and markups 01 Hours Partners,Customers,Employees
SyteLine: Using Commissions - Self-directed Learning This course covers the commission process within the Order To Cash business process, focusing on how commissions are managed and generated for salespeople and vendors. It explains the steps involved in setting up commission parameters, assigning salespeople to customer orders, and defining commission structures based on product codes and sales hierarchies. The course details how commissions are calculated, reviewed, and paid, including the use of payroll and accounts payable for different types of salespeople. It also covers adjusting commission defaults, splitting commissions among multiple salespeople, and handling sales returns that affect commission amounts. Participants will learn about the business process flow from order entry to shipping, invoicing, and payment, and how commission records are created and managed throughout these stages. The course provides practical exercises for setting up and processing commissions, ensuring learners understand both the conceptual framework and the procedural steps required for effective commission management in SyteLine. 01 Hours Partners,Customers,Employees
SyteLine: Using Progressive Billing - Self-directed Learning This course covers the comprehensive process and principles of progressive billing within SyteLine. It guides participants through the creation, management, and posting of progressive bills, emphasizing the benefits of invoicing customers before shipping products. The course details the associated journal transactions, including how revenue and accounts are handled during progressive billing and shipment. Learners will explore the Progressive Billings form, understand how to manually and automatically generate billing records, and set billing amounts by percentage or flat value. The course also explains the steps for printing and posting progressive bills, as well as the use of the Order Invoicing/Credit Memo activity. Practical exercises are included to reinforce the creation of items, customer orders, and progressive bills, ensuring learners gain hands-on experience. The course concludes with guidance on viewing invoices in report output files and answers to common questions about progressive billing. 0.50 Hours Partners,Customers,Employees
SyteLine: Using Area-based Sales Tax - Self-directed Learning This course covers the principles and practical steps for using area-based sales tax within SyteLine. It guides participants through adding area-based sales tax to customer orders, ensuring compliance with regional tax regulations. The course explains the different types of tax systems, including area-based, item-based, and parametric sales tax, and details how to configure tax settings for each. Learners will understand how to set up tax systems and codes, assign tax codes to customers and items, and manage tax parameters for accurate reporting. The workbook provides step-by-step instructions for creating and assigning tax codes, discusses the hierarchy of tax code application, and highlights the importance of correct configuration to maintain data integrity. It also covers the customization of tax code labels and the handling of tax exemptions. 0.75 Hours Partners,Customers,Employees
SyteLine: Using Promotional Pricing - Self-directed Learning This course covers the essential concepts and practical steps for setting up and managing promotional pricing programs in SyteLine. You will learn how promotional pricing programs adjust item prices for customers at order entry, including the creation of programs that offer discounts, fixed prices, or free items such as Buy One Get One offers. The course explains how to define promotions for specific customers, items, or product lines, and how to use effective and expiration dates to limit the applicability of promotions. It details the pricing hierarchy used during order entry, the limitations of promotional pricing programs, and the process for setting up and maintaining promotion pricing and rebate programs. You will also explore how to apply promotions to customer order lines, run the Order Verification Report, and process shipping and invoicing for promotion order lines. 0.50 Hours Partners,Customers,Employees
SyteLine: Configuring Portals - Self-directed Learning This course covers the end-to-end process of configuring, managing, and administering CloudSuite portals for SyteLine and CloudSuite Industrial. It begins with foundational concepts, including licensing, data restrictions, and multi-site implementation, then details the setup and management of the Portal Manager, including creating and applying data sources, activating portal content, and session initialization. The course further explores portal configuration, such as email setup, publication subscribers, and portal customization, before moving into advanced administration topics like maintaining knowledge content, document approval, user account management, and workflow event handler configuration. Throughout, the course emphasizes best practices for portal security, user permissions, and content version management, ensuring participants can effectively deploy and maintain robust portal environments for customers, vendors, and resellers. 3.50 Hours Partners,Customers,Employees
SyteLine: Using Rebates - Self-directed Learning This course covers the essential concepts and practical steps for setting up and managing rebate programs within SyteLine. You will learn how rebate programs can be used to incentivize customer sales, enhance engagement, and align with business objectives. The course details the process of creating rebate programs, applying rebates to customer order lines, maintaining and processing earned rebates, and closing rebate programs with accurate financial adjustments. It explains the use of effective and expiration dates, the configuration of rebate fair values and redemption rates, and the criteria for qualifying rebates. You will also explore how to convert earned rebates into credit memos, manage customer payments, and ensure proper reporting for accounts receivable, sales, and cash accounts. The workbook includes step-by-step exercises for setting up rebate programs, creating customer orders, shipping, invoicing, and processing credit memos. 0.75 Hours Partners,Customers,Employees
SyteLine: Using Surcharges - Self-directed Learning This course covers the setup and management of surcharges within SyteLine, focusing on accurate item pricing by accounting for fluctuating commodity prices. It explains the process of calculating surcharges, including the comparison between actual and base pricing, and the application of surcharges based on commodity content and surcharge factors. The course details how to configure surcharge factors, accounts receivable surcharge accounts, and tax records, as well as how to create item contents, exchanges, and price records. It describes the method for establishing item content references at various levels, such as item, contract, and order line, and outlines the rules for determining surcharge amounts and when they should be applied. The course also covers the implementation of surcharge rules, including price methods and offset intervals, and provides guidance on specifying accounts and tax code data to ensure surcharges are included in tax calculations. Additionally, it addresses the precedence of account specification and the forms used to record surcharge amounts during invoicing and shipment. The workbook includes practical exercises for creating item content records, exchanges, prices, references, and surcharge rules, ensuring learners gain hands-on experience in managing surcharges effectively. 1.75 Hours Partners,Customers,Employees
SyteLine: Using the Application Event System - Self-directed Learning This course covers the Application Event System in CloudSuite, providing a comprehensive understanding of how to extend and customize business processes using events, event handlers, and event actions. The course begins with foundational concepts, explaining the structure and hierarchy of the Application Event System and its basic components. Learners explore how events are generated, handled, and sequenced, including synchronous and asynchronous processing. The course delves into using system elements, designing custom events and handlers, and managing workflows with the Workflow Wizard. It also addresses viewing event messages, tracking event system status, requesting approvals, adding information to records, generating events from forms, setting up external email, and implementing voting rules. Through practical exercises and scenarios, participants gain hands-on experience in configuring, monitoring, and automating processes within CloudSuite, enabling them to tailor the application to organizational needs and integrate with external systems. The course emphasizes no-code rule creation, making it accessible for a wide range of users. 08 Hours Partners,Customers,Employees
SyteLine: Managing Version Uplifts -Self-directed Learning This course covers the process of uplifting a database to the latest version in CloudSuite Industrial (CSI) v10. It explains the differences between upgrades and uplifts, focusing on the transition from multiple databases in previous versions to a single database model in v10. The course details the steps required to prepare for an uplift, including backing up the database, validating schema, and understanding the roles involved in installation. It describes the Single Version Installer (SVI) tool used for uplifting, the importance of confirming eligibility, and the procedures for downloading and preparing the latest build. The course also addresses conflict resolution, customization impacts, and the use of FormSync for synchronizing forms and resolving conflicts post-uplift. Additionally, it covers the management of features, including pre-release and hidden features, and outlines the responsibilities of administrators in both cloud and on-prem environments. 04 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Overview - Self-directed Learning This course covers the foundational aspects of SyteLine costing, focusing on strategic implementation of diverse costing methods, configuration of cost types, and analysis of cost implications for inventory and financial reporting. It details how to select and apply cost types and methods at the item level, configure accounts for inventory transactions, and generate journal entries for accurate ledger postings. The course explains the use of standard, average, FIFO, LIFO, and specific costing methods, and demonstrates how costs are calculated for purchased, manufactured, and transferred items. It describes the flow of costs through the system, including the impact on inventory, production, and financials, and outlines the process for updating and maintaining cost values using BOM cost roll-ups and item costing reports. The course also evaluates the implications of costing by warehouse, the use of GL accounts for tracking cost details, and the procedures for posting inventory transactions to the general ledger. 01 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Actual - Self-directed Learning This course covers actual costing methodologies and their application within manufacturing operations. Participants will describe the impact of actual costing methods on cost control and financial reporting, determine the effects of purchase order costing on financial accuracy, calculate job costs using job order costing for precise financial reporting and effective cost control, execute job order processes to improve production and ensure accurate cost tracking, calculate direct and indirect manufacturing costs to support financial reporting and cost control, analyze customer order cost reports to determine the financial impact of cost variances on profitability, and evaluate costing alternatives using the Costing Analysis Workbench to assess the financial impact of variable changes on production costs. The course integrates theoretical concepts with practical exercises to enable participants to apply costing principles, configure costing systems, and analyze cost variances in real-world scenarios. 5.25 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Standard - Self-directed Learning This course covers the application of Standard costing methodologies and their influence on manufacturing processes. Participants will describe the configuration of standard cost types and methods, explain the impact of cost types on inventory and financial reporting, summarize the process of setting up and managing item records, and analyze the procedures for cost roll-ups and variance analysis. The course guides learners to identify the steps for managing purchase order and job order costing, evaluate the calculation of manufactured current unit costs, and apply costing alternatives using the Costing Analysis Workbench. Learners will demonstrate the ability to configure planner codes, execute BOM cost roll-ups, and assess the financial impact of cost changes. 4.75 Hours Partners,Customers,Employees
Syteline: Managing Projects - Self-directed Learning This course covers how to explain project interfaces for managing and coordinating integrated tasks across modules, manage estimate projects, evaluate project parameters, types, tasks, and resources for enhanced tracking and execution, describe and apply project planning tools to allocate and manage resources efficiently, define and process resource transactions, create and cross-reference purchase orders to projects, describe and execute job order processes within projects, use A/P vouchers and adjustments to record and manage project expenses, utilize project shipping tools for direct resource shipments and tracking, apply WIP relief methods for comprehensive cost management and reporting, utilize Work Breakdown Structures to optimize project oversight, create and post project revenue milestones for accurate revenue recognition, describe and post project invoices including retention and milestone processes, explain payroll generation with labor transactions tied to projects, describe functions and navigation within the Project Manager Home form, and describe import/export features between Infor CloudSuite and Microsoft Project for project synchronization. 08 Hours Partners,Customers,Employees
Syteline: Using Service - Self-directed Learning This course covers the processes for configuring and using incidents, service orders, scheduling, and contracts within SyteLine. It details the Service to Cash business process, including the management of incidents, creation and tracking of service orders, and the flow from service order to invoice and cash collection. The course explains how to record, manage, and escalate incidents, enabling efficient resolution of customer issues and creation of service orders. It demonstrates the steps for tracking expenses, assigning service resources, and billing customers accurately. The course also describes the use of service order templates to streamline operations, maintain consistency, and improve efficiency. Additionally, it covers the Invoice to Cash process for effective payment collection and cash flow management, and outlines the role of service contracts in managing ongoing customer agreements, ensuring improved satisfaction and consistent service delivery. 08 Hours Partners,Customers,Employees
SyteLine: Using RMA Extended Dispositions - Self-directed Learning This course covers the configuration and application of extended disposition settings in SyteLine to control the processing and accounting of returned items. Participants will describe the use of disposition types for classifying returned item outcomes, configure the RMA Parameters form to enable extended disposition processing, and define disposition codes for vendor return or rework handling. The course guides learners to assign disposition codes to RMA line items, record item-level disposition details, and post extended disposition records to finalize item processing. Learners will analyze the impact of extended disposition records on accounting fields and verify the financial implications. 0.50 Hours Partners,Customers,Employees
SyteLine: Administering the System - Self-directed Learning This course covers the Infor framework architecture and essential system administration tasks, including database creation, configuration management, TaskMan service setup, background task scheduling, user and group management, audit trail creation, and utilization of various system administration forms and utilities. Participants will describe the components and benefits of the Infor framework, explain database creation processes, apply configuration edits, demonstrate TaskMan service setup, manage background tasks, configure user and group authorizations, evaluate license management, enable audit logging, and utilize miscellaneous administration utilities. 08 Hours Partners,Customers,Employees
Syteline: Using Multi-Site - Self-directed Learning This course covers the configuration and management of SyteLine’s multi-site functionality for enterprise-wide operations. Participants will describe the multi-site operations and finance processes that support coordination across multiple locations, configure site-specific parameters and entities to enable accurate data flow, perform material transactions to manage inventory across sites, execute centralized customer order processing and fulfillment. Learners manage accounts receivable and payable tasks for invoice posting, cash application, and reporting, process purchasing tasks for vendor setup and cross-site demand, manage general ledger activities for consolidated financial reporting, and execute planning processes to generate and manage projected material needs across linked sites. The course prepares learners to optimize inter-site data flow, maintain integrity in financial and operational records, and leverage SyteLine tools for efficient multi-site management. 06 Hours Partners,Customers,Employees
Syteline: Using Multi-Currency - Self-directed Learning This course covers the configuration and processing of multi-currency transactions in SyteLine, focusing on both accounts receivable and accounts payable. Participants will describe foundational concepts of multi-currency, explain how SyteLine manages and revalues foreign transactions, and summarize the two main approaches for handling currency: monthly revaluation and fixed rate. Learners will identify steps to enable multi-currency, configure setup forms for accurate processing and reporting, and set currency translation methods for compliance. The course prepares users to process AR and AP transactions, manage customer and vendor records, create and process purchase orders, generate vouchers, apply payments, and execute utilities for currency revaluation and bank account reconciliation. Learners will demonstrate how to post gains and losses, view posted transactions, and ensure accurate financial reporting across multiple currencies. 3.25 Hours Partners,Customers,Employees
SyteLine: Creating Form Personalizations - Self-directed Learning This course covers the principles and procedures for creating, customizing, and managing form personalizations within the SyteLine environment. Participants will describe the system data architecture, explain the assignment of form editing permissions, apply editing attributes to forms, utilize inherited properties, create list sources and inline lists, configure validators, create and edit strings, add user-extended tables and user-defined type lists, apply event handlers, and demonstrate the use of FormSync for preserving customizations during upgrades and deployments. The course emphasizes observable actions such as configuring, applying, and demonstrating form personalization techniques, ensuring participants can effectively manage and synchronize customizations across various scopes within the application. 08 Hours Partners,Customers,Employees
Syteline: Using Advanced Plant Maintenance - Self-directed Learning This course covers how to apply Advanced Plant Maintenance (APM) in SyteLine to manage internal maintenance for company-owned assets. Participants examine the integration of incidents, units, service request orders, scheduling, and inspections to facilitate preventive maintenance, unplanned repairs, and asset lifecycle tracking. The course details the configuration of service items for accurate unit maintenance, the creation and use of service order templates to standardize request processing, and the management of service request orders for internal cost tracking. Learners will analyze scheduling methods to coordinate maintenance resources and timelines, finalize maintenance expenses through recording and approval processes, and utilize inspections to verify maintenance quality. The course emphasizes the use of planned transactions for cost visibility, the automation of service order generation, and the maintenance of accurate asset configuration records. 4.42 Hours Partners,Customers,Employees
SyteLine: Administering Portals – Vendor Self-directed Learning This course covers the configuration and administration of the SyteLine Vendor Portal to enable secure, controlled vendor self‑service. You will learn how to manage portal users, vendor records, interactions, item pricing requests, documents, planned orders, consigned inventory, and monitor portal activity using the Portal Administrator Home form. The Vendor Portal supports and improves Procure‑to‑Pay execution by enabling vendors to participate directly in purchasing activities—streamlining collaboration, reducing manual effort, and ensuring vendor‑initiated actions are validated and processed through standard SyteLine Procure‑to‑Pay workflows. 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'. 3.75 Hours Partners,Customers,Employees
SyteLine: Administering Portals - Customer and Reseller - Self-directed Learning This course provides learners with the knowledge to configure and manage SyteLine Customer and Reseller Portals. Learners explore portal user setup, security, and navigation; prepare products and freight for portal orders; process orders, estimates, and RMAs; manage customer interactions and documents; and review account balances, invoices, and credit card payments. The course also covers reseller-specific capabilities and the Portal Administrator Home, enabling learners to monitor activity, manage tasks, and support efficient self-service experiences for customers and partners. 3.50 Hours Partners,Customers,Employees
SyteLine: Extending the Application with Mongoose - Self-directed Learning This course equips developers to extend and customize the SyteLine application using the Mongoose framework. Participants configure development environments, manage security and source control, design and enhance forms, extend IDOs and database structures, implement business logic, and build data maintenance and portal applications. Through hands-on scenarios, they apply Mongoose tools to create scalable, maintainable solutions that support organizational requirements while enabling efficient CloudSuite application enhancement and collaborative development practices. 16 Hours Partners,Customers,Employees
SyteLine: Using Production Schedules and JIT/Kanban - Self-directed Learning This course equips manufacturing professionals to configure, execute, and manage SyteLine’s repetitive production control environment. Participants analyze repetitive production concepts, configure work centers, items, and floor stock, and establish control points and backflushing. The course guides learners through creating standard BOMs, defining and processing production schedules, and executing completion, scrap, JIT, and work center transactions. Emphasis is placed on accurate production reporting, inventory control, and operational visibility to support high-volume, rate-based manufacturing operations. 6.25 Hours Partners,Customers,Employees

eLearning

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Course Name Course Description Course Duration Course Audience
CloudSuite Industrial: Product Demonstration - Lead to Order Checkpoint The focus of this checkpoint is to prepare for and present a demonstration of the CloudSuite Industrial Lead to Order process. The learning path described in this checkpoint includes references to relevant product training courses, a demo webinar, case study review, discovery template review, and demo preparation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Program Overview The CloudSuite Industrial Product Demonstration Program will enable you to deliver a powerful presentation and demonstration to your customer or prospect. This overview module provides the program objectives, a roadmap of program activities, some frequently asked questions, and requirements for your demo presentations. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Lead to Order Checkpoint Evaluation This module includes activity instructions for presenting your Lead to Order demonstration and completing a self-evaluation quiz. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Technical - Infor OS Checkpoint Evaluation This module includes activity instructions for presenting your Technical Infor OS demonstration and completing a self-evaluation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Technical - Infor OS Checkpoint The focus of this checkpoint is to prepare for and present a demonstration of the CloudSuite Industrial Technical Infor OS process. The learning path described in this checkpoint includes references to relevant product training courses, a demo script, case study review, discovery template review, and demo preparation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Quote to Cash Checkpoint Evaluation This module includes activity instructions for presenting your Quote to Cash demonstration and completing a self-evaluation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Quote to Cash Checkpoint The focus of this checkpoint is to prepare for and present a demonstration of the CloudSuite Industrial Quote to Cash process. The learning path described in this checkpoint includes references to relevant product training courses, a demo script, case study review, discovery template review, and demo preparation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Financial Plan to Report Checkpoint Evaluation This module includes activity instructions for presenting your Financial Plan to Report demonstration and completing a self-evaluation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Financial Plan to Report Checkpoint The focus of this checkpoint is to prepare for and present a demonstration of the CloudSuite Industrial Financial Plan to Report process. The learning path described in this checkpoint includes references to relevant product training courses, a demo script, case study review, discovery template review, and demo preparation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Procure to Pay Checkpoint Evaluation This module includes activity instructions for presenting your Procure to Pay demonstration and completing a self-evaluation. 0.25 Hours Partners,Employees
CloudSuite Industrial: Product Demonstration - Procure to Pay Checkpoint The focus of this checkpoint is to prepare for and present a demonstration of the CloudSuite Industrial Procure to Pay process. The learning path described in this checkpoint includes references to relevant product training courses, a demo script, case study review, discovery template review, and demo preparation. 0.25 Hours Partners,Employees
SyteLine: Costing Advanced Topics This course addresses specific topics and scenarios frequently encountered when using SyteLine Costing. 01 Hours Partners,Customers,Employees
SyteLine: How Do I Library This course is for learners who want to know how to perform a specific task. 01 Hours Partners,Customers,Employees
CloudSuite Industrial: Setting Up CloudSuite Industrial Data Load Utility This module will provide a guided walk-through for System Admins and Professors to create and run data for users attending the Foundations course. 0.25 Hours Partners,Employees
CloudSuite Industrial: v2020.02 RT What's New Monthly release updates for Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial Birst Analytics: v2020.03 RT What's New Release Training for CSI Content for Birst 0.50 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.03 RT What's New What's new in the March 2020 CSI release 0.75 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.04 RT What's New What's new in the April 2020 release of CloudSuite Industrial 0.50 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.05 RT Product Use Product use cases in the May 2020 release of CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.06 RT Poland Localization - Product Use Product Use Demonstration for June 2020 CloudSuite Industrial release 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.06 RT What's New What's New in the June 2020 CloudSuite Industrial release 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.06 RT Changes to Available Options Changes to Available Options for the June 2020 CloudSuite Industrial release 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.06 RT Navigation and User Experience Updates to Navigation and User Experience for the June 2020 CloudSuite Industrial release 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.07 RT What's New What's New in the 2020.07 release of CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.07 RT Vietnam Country Pack - Product Use Product Use training for enhancements delivered regarding the Vietnam Country Pack 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.07 RT Integrating with Global Human Resources (GHR) Exploring the new integration between CSI and GHR 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.07 RT Integrating with Smart Help Exploring the new integration between CSI and Smart Help 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.07 RT Integrating with Rhythm Exploring the new integration between CSI and Rhythm 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.08 RT What's New What's New in the August release of CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.09 RT What's New What's New in the September 2020 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.10 RT What's New What's New in the October 2020 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.11 RT What's New What's New in the November 2020 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.11 RT IDM Enterprise Print - Product Use Product Use training for enhancements delivered regarding IDM Enterprise Print, which is replacing Google Cloud Print 0.75 Hours Partners,Customers,Employees
CloudSuite Industrial: v2020.12 RT What's New What's New in the December 2020 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2021.01 RT What's New What's New in the January 2021 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2021.03 RT What's New What's New in the March 2021 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial Birst Analytics: v2021.03 RT What's New What's New in the March 2021 release of Infor CloudSuite Industrial Birst Analytics 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2021.04 RT What's New What's New in the April 2021 release of Infor CloudSuite Industrial 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: v2021.04 RT Offsetting VAT Entries - Product Use Product Use demonstration of Offsetting VAT Entries enhancement 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2022.02 RT What's New What's New in the February 2022 release of SyteLine 01 Hours Partners,Customers,Employees
Infor SyteLine: v2022.02 RT SyteLEAN - Product Use A technical deep dive on the new SyteLEAN module 01 Hours Partners,Customers,Employees
Infor SyteLine: v2022.03 RT What's New What's New in the March 2022 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2022.04 RT What's New What's New in the April 2022 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2022.05 RT What's New What's New in the May 2022 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2022.06 RT What's New What's New in the June 2022 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2022.10 RT What's New What's New in the October 2022 release of SyteLine 0.25 Hours Partners,Customers,Employees
CSI: v2022.12 RT Mexico Localization - Technical Configuration This course provides training for any change in the setup or technical configuration. 2.50 Hours Partners,Employees
Infor SyteLine: v2023.01 RT What's New What's New in the January 2023 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2023.02 RT What's New What's New in the February 2023 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2023.03 RT What's New What's New in the March 2023 release of SyteLine 0.25 Hours Partners,Customers,Employees
Infor SyteLine: v2023.04 RT What's New What's New in the April 2023 release of SyteLine 0.25 Hours Partners,Customers,Employees
CSI: v2023.04 RT Functional Configuration This course provides training for the functional configuration of the Syteline 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. 0.50 Hours Partners,Employees
CSI: April 2023 Release Overview - CloudSuite Industrial April 2023 Release Overview - CloudSuite Industrial (Syteline) Agenda: Product Overview; Product Highlights; Highlight Deep Dives and Demo; and Additional Resources. 0.50 Hours Partners,Employees
CloudSuite Industrial: v9.01 How to Stop Releasing Jobs That Are Short Components (2018-04 Webinar) A free course. Are you wasting time picking and restocking because you don't have a full set of materials for your job. Or picking and storing partial sets? Or picking, getting to work, and then having to stop because you don't have what you need? If so, learn the powerful APS feature that will let you know you're planned jobs are ready to be released to the shop floor. In this webinar, you’ll learn about: the Ready flag and the Component Shortages APS form. If you work in planning or production management, you don’t want to miss this seminar. 01 Hours Partners,Customers,Employees
CloudSuite Industrial: v10 Foundation 101 (Japanese) (IPN) This course covers -CSI 101 in Japanese Basic Operation and User Interface Master Data Setup From customer order to shipment Financial Management 03 Hours Partners,Employees
CloudSuite Industrial: v10 Using Infor Document Management This course covers how to use Infor Document Management (IDM) with CloudSuite Industrial. This training is for version 10 and version 9.01. 02 Hours Partners,Customers,Employees
Infor SyteLine: v2023.05 RT What's New What's New in the May 2023 release of SyteLine 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: Saving Time in Managing Outside Operations (2019-02 Webinar) A free course. This is a recording of a CloudSuite Tips webinar where you learn how to setup, process, cost, and schedule outside operations. If you work in engineering, production, planning, or finance, you won’t want to miss it. 0 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using BOM Tree on Items Form This course details the product use of the BOM Tree on Items form introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Communication Wizard (Web Client) This course details the product use of the Communication Wizard (Web Client) introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Customer Service Homepage This course details the product use of the Customer Service Homepage introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using DataView Results Captions This course details the product use of the DataView Results Caption introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Quality Enhancements This course details the product use of the Quality enhancements introduced in this release. 0.50 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Transaction Number on Tab Bar This course details the product use of the Transaction Number on Tab Bar form introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Vendor Email Notification of Expired Certifications This course details the product use of the Vendor Email Notification of Expired Certifications introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Wisconsin State Tax Change This course details the product use of the Wisconsin State Tax Change introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Introducing New Enhancements This course presents information related to the v2023.10 for Infor CloudSuite Industrial / SyteLine. 0.75 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Bank Statement MT 940 This course details the product use of the Bank Statement MT940 Support introduced in this release. 0.50 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Serial Number Auto-Expand Parameter This course details the product use of the Serial Number Auto-Expand Parameter introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using MX VAT Utility with Tax System 2 This course details the product use of the MX VAT Utility with Tax System 2 introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Customer Service Representative Role-Based Workspace This course details the product use of the Customer Service Representative Role-Based Workspace introduced in this release. 0.50 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using e-Business Document Preservation for Japan This course details the product use of the e-Business Document Preservation for Japan introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Petty Cash Process for Thailand This course details the product use of the improvements in Petty Cash Process for Thailand introduced in this release. 0.25 Hours Partners,Customers,Employees
CloudSuite Industrial: Configuring Cloud Quick Start This course is for system administrators who are setting up a SyteLine multi-tenant environment the first time. It covers how to set up new users in OS Portal, configure user access, assign security groups, and configure Infor OS applications to work with SyteLine. 03 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Buyer Role-Based Workspace This course details the product use of the Buyer Role-Based Workspace introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using A/P Quick Payment Application with Foreign Currency Open Payments  This course details the product use of the AP Quick Payment Application - Foreign Currency Open Payments introduced in this release. 0.75 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Transfer Orders Accounting Improvement In this session we will cover the details and specifics of the new enhancement and how to use it.  1.75 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Voucher Adjustment Improvement This course details the product use of the Voucher Adjustment Improvement introduced in this release. 0.50 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Customer Serial Numbers This course details the product use of the Customer Serial Numbers introduced in this release. 01 Hours Partners,Customers,Employees
CSI: v2023.10 RT Using Data Anonymization This course details the product use of the Customer Serial Numbers introduced in this release. 01 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Consolidated Quality Forms This course details the product use of the consolidated quality forms introduced in this release. 0.32 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using New Homepage Uplift This course details the product use of the new UI homepages introduced in this release. 0.33 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Consolidated Planning Parameters This course details the product use of the consolidated planning parameters introduced in this release. 0.28 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Vendor Performance Scorecard This course details the product use of the vendor performance scorecard introduced in this release. 0.32 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Financial Report Writer This course details the product use of the Financial Report Writer introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Site Copy Template This course details the product use of the Site Copy Template introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using New UI Forms This course details the product use of the new UI forms introduced in this release. 0.28 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using FMEA Report This course details the product use of the FMEA Report introduced in this release. 0.33 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Lot Prefix/Suffix This course details the product use of the Lot Prefix/Suffix introduced in this release. 0.33 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using Customer/Vendor Document Profile Customizable Messages This course details the product use of the Customer/Vendor Document Profile Customizable Messages introduced in this release. 0.25 Hours Partners,Customers,Employees
CSI: v2024.04 RT Using France Country Pack Enhancements This course details the product use of the France Country Pack Enhancements introduced in this release. 0.50 Hours Partners,Customers,Employees
CSI: v2024.04 RT Introducing New Enhancements This course presents information related to the v2024.04 for CSI. 0.63 Hours Partners,Customers,Employees
CSI: v2024.10 RT Introducing New UI Forms This course details a high-level overview of the new UI forms introduced in this release. 0.38 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using New UI Forms This course details a high-level overview of the new UI forms introduced in this release. 0.33 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using IDM Features This course details the configuration of the Ability to Customize Emails from SyteLine and the IDM Split ‘ranged’ documents capabilities introduced in this release. 0.20 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Bank Statements This course details the product use of the Poland Localization - Bank Statements introduced in this release. 01 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Cost Reconciliation and Inventory Valuation This course details the product use of the Poland Localization - Cost Reconciliation/Inventory Valuation introduced in this release. 0.60 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Downloading NBP Rates (API) This course details the product use of the Poland Localization - Downloading NBP Rates (API) introduced in this release. 0.07 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Invoicing Process This course details the product use of the Poland Localization - Invoicing Process introduced in this release. 2.27 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Reports for a Day This course details the product use of the Poland Localization - Reports for a Day introduced in this release. 0.53 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Statutory Reports This course details the product use of the Poland Localization - Statutory Reports introduced in this release. 0.47 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - VAT Enhancements This course details the product use of the Poland Localization - VAT Enhancements introduced in this release. 0.67 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Vouchers Adjustments This course details the product use of the Poland Localization - Vouchers Adjustments introduced in this release. 1.22 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Poland Localization - Whitelist Checking (API) This course details the product use of the Poland Localization - Whitelist Checking (API) introduced in this release. 0.65 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Gen AI - Communication Wizard Promo Email This course details the product use of the Gen AI – Communication Wizard Promo Email introduced in this release. 0.17 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Gen AI - Translations on Multi-Lingual Forms This course details the product use of the Gen AI – Translations on Multi-Lingual Forms introduced in this release. 0.08 Hours Partners,Customers,Employees
CSI: v2024.10 RT Using Warehouse Manager Rolebased Workspace This course details the product use of the Warehouse Manager Rolebased Workspace introduced in this release. 0.32 Hours Partners,Customers,Employees
CSI: v2024.10 RT Introducing New Enhancements This course presents information related to the v2024.10 for CloudSuite Industrial / SyteLine. 0.33 Hours Partners,Customers,Employees
CSI: Using APS Ready Flag - Phase 2 This course details the second phase of the ongoing APS Ready Flag enhancement which looks to improve the user experience and expectation of the ready flag within production. This enhancement deals specifically with the ready flag on the Job Operations form. 0.25 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Customer This course details the new module based hub form for customer that will be available in SyteLine in April 2025, including a demo and detailed descrption of the features of the page. 0.25 Hours Partners,Customers,Employees
CSI: Using Financial Report Writer Enhancements This course details additional enhancement made to the Financial Report Writer, including generation and re-sequencing of lines, among others. 0.33 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Service This course details the new module based hub form for service that will be available in SyteLine in April 2025, including a demo and detailed descrption of the features of the page. 0.42 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Vendor This course details the new module based hub form for vendor that will be available in SyteLine in April 2025, including a demo and detailed descrption of the features of the page. 0.50 Hours Partners,Customers,Employees
CSI: Introducing New Enhancements This course details all of the enhancements coming to CloudSuite Industrial/SyteLine in the April 2025 release, covering each enhancement at a high-level overview. 0.57 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Finance This course details the new module based hub form for finance that will be available in SyteLine in April 2025, including a demo and detailed description of the features of the page. 0.67 Hours Partners,Customers,Employees
CSI: Introducing Value+ Enhancements This course details all of the Value+ enhancements coming to CloudSuite Industrial/SyteLine in the April 2025 release, covering each enhancement at a high-level overview. 0.13 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Production Planner This course details the new module based hub form for production that will be available in SyteLine in April 2025, including a demo and detailed descrption of the features of the page. 0.18 Hours Partners,Customers,Employees
CSI: Using Germany B2B e-Invoicing This course details the new enhancement for the Germany country pack related to e-invoicing requirements. 0.15 Hours Partners,Customers,Employees
CSI: Using Rolebased Workspaces This course details the new rolebased workspace for the buyer, customer service representative, and service coordinator personas that will be available in OS Portal in April 2025, including a demos and detailed descrption of the features of the workspace. 0.75 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Inventory This course details the new module based hub form for inventory that will be available in SyteLine in April 2025, including a demo and detailed description of the features of the page. 0.08 Hours Partners,Customers,Employees
CSI: Using Mexico CFDI LSP Adoption This course details the new enhancement of LSP adoption for the Mexico country pack which addresses CFDI functionality. 2.50 Hours Partners,Customers,Employees
CSI: Using Invoice Processing - Value+ Content This course provides a demonstration of the new Invoice Processing automation solution, exclusively available with the Velocity Suite. Release v2025.04. 0.13 Hours Partners,Customers,Employees
CSI: Using Bill of Lading - Value+ Content This course provides a demonstration of the new Bill of Lading automation solution, exclusively available with the Velocity Suite. Release v2025.04. 0.13 Hours Partners,Customers,Employees
CSI: Using Customer Order Creation - Value+ Content This course provides a demonstration of the new Customer Order Creation automation solution, exclusively available with the Velocity Suite. Release v2025.04. 0.17 Hours Partners,Customers,Employees
SyteLine: Introducing Workspaces and Hub Forms This course covers SyteLine's workspaces and hub forms, examining their functionalities and role in enhancing user productivity and decision-making. It explores the OS Portal as the central hub for accessing Infor applications, detailing its role as a unified interface that provides consistent navigation and quick access to essential tools for managing industrial manufacturing operations. Participants will identify primary OS Portal features that support efficient task management and explain the use of the Navigation menu to configure settings for consistent workflows. The course examines workspaces as role-based configurations of forms and tools designed to facilitate specific tasks, including their overview, value, features, and navigation of widgets used in daily operations. It further explores hub forms, which complement workspaces by offering deeper insights into specific entities such as customers, vendors, and products, enabling detailed analyses of complex relationships and data sets. 1.75 Hours Partners,Customers,Employees
CSI: Using Financial Report Writer Enhancements A detailed review of three new features to the Financial Report Writer which are designed to improve the user experience and bring it closer to the original version of the Report Writer, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Customer A detailed review of the Customer Hub form, which is designed to bring together important and relevant information for a customer service user, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Finance A detailed review of the Finance Hub form, which is designed to bring together important and relevant information for a finance user, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Production A detailed review of the Production Hub form, which is designed to bring together important and relevant information for a production user, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Projects A detailed review of the Projects Hub form, which is designed to bring together important and relevant information for a project user, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Hub Forms - Quality A detailed review of the Quality Hub form, which is designed to bring together important and relevant information for a quality user, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Invoice Processing - Using Value+ Content This course describes a detailed review of the Value+ use case for Invoice Processing. This advanced solution streamlines invoice processing by using RPA, IDP, Infor GenAI, and Infor AI to automatically extract and ingest complex data from PDFs into CSI. With API integration and end-to-end archiving in IDM, it ensures greater accuracy, efficiency, and traceability across all invoice tasks. (Feature Release 2025.10) 0.50 Hours Partners,Customers,Employees
CSI: SPC Trend Analysis - Using Value+ Content This course describes the SPC Trend Analysis solution. This uses AI-driven insights to detect quality trends and deviations in real time, enabling proactive action to prevent machine discrepancies and ensure compliance. (Feature Release 2025.10) 0.50 Hours Partners,Customers,Employees
CSI: Using Mexico Country Pack Enhancements A detailed review of enhancements to the Mexico Country pack, including regulatory requirements, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using GenAI Text Generation A detailed review of Gen AI use cases for CARs, MRRs and Dunning Letter large text generation, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Make vs. Buy - Using Value+ Content A detailed review of the Value+ use case for make v. buy consideration, v2025.10. 0.50 Hours Partners,Customers,Employees
CSI: Using Mexico CFDI Progressive Billing This course details the product use of the Mexico CFDI Progressive Billing features introduced in this release v2025.10. 0.50 Hours Partners,Employees
CSI: Using France Country Pack Enhancements A detailed review of enhancements to the France Country pack, including regulatory requirements, v2025.10. 4.27 Hours Partners,Employees
CSI: Introducing New Enhancements This course details all of the enhancements coming to CloudSuite Industrial/SyteLine in the October 2025 release, covering each enhancement at a high-level overview, v2025.10. 01 Hours Partners,Customers,Employees
CSI: Using APS Cross-Site Sequencing This course covers the cross-site sequencing model and explains the current APS True Global Planning process, where sites are planned individually in accordance with their site priority. The course identifies key planning issues, including how planned transfer demands propagated to downstream sites consume supplies and manufacturing capacity before other demands, while those at upstream sites are unable to allocate supplies or capacity already dedicated to previously planned orders.The course also describes design considerations, including the new "Global Planning with Cross-Site Sequencing" global planning mode configured via the Planning Parameters form. Additionally, participants will analyze how job component demands may be configured for APS planning at non-standard priorities and evaluate the limitations, such as the new mode not being available in non-zero alternatives and not impacting existing site recursion behavior. The course further demonstrates how to activate and troubleshoot the Cross-Site Sequencing functionality. 01 Hours Partners,Customers,Employees
CSI: Using Inventory Hub - Engineering View This course covers the Engineering View functionality within the Inventory Hub, where users can access engineering data through the View/Search section by selecting the Engineering option from a dropdown menu. The course explains how Open ECNs (Engineering Change Notices with status Requested/Approved) are displayed in a grid with details including ECN number, status, originator, requested date, approved date, priority code, reason code, and distribution code. Participants will analyze the Engineering Material Cost Variance Analysis, which displays the material cost variance for Engineering/NPD items in a bar chart comparing target cost versus actual cost. The course also describes the Engineering Change (ECN) Throughput Rate displayed in a stacked column chart on a monthly basis for the past six months, and the Inventory Aging Report for ECN tracked items. The course further demonstrates tile sub-grids for Engineering Change Orders, Job Orders Due, Material Shortages, Labor Hour Variance, and Material Transactions for open ECN items, and explains how to activate and troubleshoot the Engineering View. 0.08 Hours Partners,Customers,Employees
CSI: Using Production Hub - Job Order View This course covers a detailed description of how to set up, activate, and apply this enhancement within the CSI production environment. The course explains the Production Hub's view and search functionality, including the All Production View that displays all information about current production on the shop floor, and the Job Orders View that provides detailed information about a specific job order. Participants will identify the high-level details displayed in the Job Orders View overview section, including Item Image, Job Order with Suffix number, Item number and description, Released Quantity, and Job Status. The course details the data sections available for a selected Job Order, covering Quantities (Revision, Warehouse, Release, Expected, Completed, Scrapped), Job Details (Job Date, Start, End, Projected, Last Trans Date, Output Type, Scheduled, Ready), References (Destination, Qty Ordered, Order Date, Due Date, Customer Name), and Job section (Est Job, Parent Job, Finish Job). It also examines the WIP Cost Detail Grid displaying Material Cost, Labor Costs, Fixed Overhead, Variable Overhead, Outside costs, and Total WIP, along with the BOM View presented as a tree view. 0.08 Hours Partners,Customers,Employees
CSI: Using Quality Hub - Vendor View This course covers how to navigate the View/Search section, which includes a dropdown menu with options for Item, QC Vendor, and Enterprise Views, where the Vendor View returns information related to vendor quality records. Participants will examine the QC Vendors View overview section, which displays high-level detail information about a selected vendor including Vendor Image, Vendor Name, Vendor Status, Vendor Rating, and Address, City, Postal/Zip. The course explains the Details/Data section containing three tabs: Vendor Information (displaying Vendor Status, Approved until, Communication status, Type, Date of Survey Letter, Date of Approval Letter, and Email from the Vendors form – QC Vendors tab), Certification Information (displaying details in grid format from the Certifications tab on Vendors), and Performance Information (showing on-time delivery Year-over-Year from the vendor hub). The course applies troubleshooting techniques for common issues during activation and use. 0.08 Hours Partners,Customers,Employees
CSI: Using Release Scheduler This course covers how to set up, activate, and use the Release Scheduler enhancement. Participants will examine the goals of the Release Scheduler, which include aligning tenant updates with business-critical timelines such as month-end, audits, and rollouts, ensuring extensions are validated before reaching production, and minimizing disruption to production users. The course explains the capabilities of the new Release Management form, including how tenants can defer automatic application updates at the tenant level and opt for manual updates instead of automatic progression from one version to the next. Participants will configure the setup requirements, including specifying email IDs for notifications in process defaults under Admin email addresses, and enabling customer control in the Release Management form to activate the manual update option. The course details the monthly maintenance process, describing how tenants opted in for manual update are transitioned to the next infrastructure version and how users need to log back in to resume activity. 0.17 Hours Partners,Customers,Employees
CSI: Using GenAI Chat Assistant This course covers the GenAI Assistant use cases introduced in the CSI (SyteLine) product release for three key personas: Finance Manager, Production Supervisor, and Service Coordinator. It enables participants to identify the GenAI Assistant capabilities available for Accounts Payable (AP) Management, Accounts Receivable (AR) Management, and General Ledger (GL) Management under the Finance Manager persona, as well as use cases for the Production Supervisor and Service Coordinator roles. Participants will demonstrate how to operate the GenAI Assistant features across these personas and analyze how each use case impacts or is impacted by the standard business process. The course also explains the architecture and technical flow behind each enhancement, examines limitations and considerations, and describes step-by-step setup and configuration procedures. 0.33 Hours Partners,Customers,Employees
CSI: Using Enhanced Value+ for Customer Order Creation This course covers enhancements to the existing Value+ Content for Customer Order Creation in CSI delivered in the 2026.04 release. It examines how exception handling for the Customer Order Creation solution has been moved from file explorer to the Review Center in Infor OS, where exceptions are categorized into Missing Information, Need Action, and Failure tabs, enabling users to manually correct errors and resubmit them. The course details PO Duplication Detection, which includes validation logic that checks whether an order already exists for the same customer and PO number, preventing duplicate Customer Orders. It explains the Validate Item Pricing enhancement that compares item prices extracted from inbound files against the CSI Pricing Hierarchy, routing mismatches to the Review Center. The course also covers how CO creation is stopped whenever Item Code information is missing or invalid, generating an exception record for correction. It demonstrates intelligent processing of multi-PO documents using RPA integrated with IDP and GenAI to split multi-PO PDFs into individual POs and create Customer Orders in CloudSuite Industrial. 0.50 Hours Partners,Customers,Employees
CSI: Using Enhanced Value+ for Invoice Processing This course covers detailing how these enhancements are used in the end-to-end Invoice Processing automation. It examines the Add Outlook 365 Compatibility enhancement, which extends the invoice ingestion capability beyond Outlook Classic to also support Outlook 365, removing platform limitations and ensuring continuity, modern compatibility, and alignment with current IT standards. The course describes the Support Non-Inventory Items enhancement, which adds support for processing non-inventory items within purchase order (PO) line items during invoice ingestion, eliminating processing limitations for invoices that include non-inventory PO line items. It explains the Support Duplicate Line Descriptions enhancement, which adds support for processing invoices that contain multiple line items with the same item description, accommodating real-world invoicing scenarios where vendors use identical descriptions across multiple line items but differentiate them by quantity, pricing, or other line-level attributes. The course also demonstrates the Split PDFs via Shared Folder enhancement, which enables RPA to monitor a designated shared folder for incoming PDF invoice files, automatically split multi-invoice PDF documents into individual invoices, and register each invoice directly in CSI for processing. 0.30 Hours Partners,Customers,Employees
CSI: Using New Value+ Vendor Compliance Checks This course covers how the automation cross-verifies vendor records against government exclusion lists such as the OIG (Office of Inspector General) and EU Financial Sanctions databases. The system retrieves compliance checklists from public sources, compares them with vendor data in CSI, and flags non-compliant vendors, reducing manual effort and minimizing compliance risks. Participants will examine the architecture and technical flow of the RPA-driven process, which runs on a predefined schedule to automatically download the most recent exclusion list from the OIG website and upload it to the Data Lake. Infor AI then processes the uploaded exclusion list and compares it against vendor master data in CSI. The course explains how to identify confirmed matches via the in-context widget, and apply the appropriate action to block or deactivate vendor accounts until resolution is achieved. 0.33 Hours Partners,Customers,Employees
CSI: Using Poland JPK CIT Single Control File & JPK_KR_PD This course covers the Poland JPK_KR_PD (JPK_CIT) audit file functionality delivered in release 2026.04 for CSI (CloudSuite Industrial / SyteLine). Participants will examine the JPK_KR_PD, a new annual regulatory reporting format introduced by the Polish Ministry of Finance and tax authorities as part of the Jednolity Plik Kontrolny (JPK) framework, which is Poland's version of the SAF-T (Standard Audit File for Tax) used across the EU. The course explains the structure and purpose of the JPK_KR_PD file, which includes general ledger data, tax tags, and financial mappings designed to streamline corporate income tax control by requiring companies to submit structured accounting data annually to Polish tax authorities. The course also addresses the architecture and technical flow of the enhancement, the business processes impacted by the JPK_KR_PD implementation, limitations and considerations to review, and troubleshooting techniques. 0.33 Hours Partners,Employees
CSI: Using Poland e-invoicing & JPK_VAT Reporting for KSeF 2.0 This course covers the setup, activation, and use of the Poland e-invoicing and changes in JPK_VAT reporting for KSeF 2.0 features delivered in the CSI 2026.04 release. It describes how Poland has introduced mandatory electronic invoicing through the KSeF (National e-Invoicing System), enabling businesses to issue, receive, and store invoices in a standardized digital format. Participants will examine the updated JPK_VAT reporting process under KSeF 2.0, which aligns VAT reporting with the new e-invoicing framework, ensuring consistency between invoices and tax declarations. The course explains how to configure Poland e-invoicing in the system, activate the KSeF 2.0 features for compliant invoice exchange, and apply the updated JPK_VAT reporting requirements. The course further analyzes how the Poland e-invoicing and JPK_VAT reporting changes impact or are impacted by the standard business process, reviews limitations and considerations, and applies troubleshooting techniques to resolve common issues encountered during setup and daily compliance workflows. 0.83 Hours Partners,Customers,Employees
Syteline: Using LSP for Mexico localization This course uplifts documentation from the field to enhance the learner’s experience and make knowledge of the Mexico localization through LSP broadly available. 02 Hours Partners,Customers,Employees
CSI: Using France VAT Enhancements This course covers the French Country Pack VAT Enhancements for SyteLine/CSI, which introduce several new features to improve compliance with French VAT regulations, enhance usability, and streamline tax reporting processes. The course explains how the France Country Pack VAT enhancements are released as Pre-Release (Beta) in the 2026.04 release and must be turned on by an administrator via the Feature Management form. Participants will identify that the France Country Pack is included in the core install but is separately licensed, and that it still needs to be licensed and activated by an administrator via the Optional Modules form to be utilized. The course demonstrates the setup and execution of the France Country Pack VAT enhancements functionality, including how to activate the "France - VAT Enhancements 2" feature from the Feature Management form under the Pre-Release Features tab. 0.37 Hours Partners,Customers,Employees
CSI: Using Mexico CFDI Service & Project Invoices This course covers the enhanced capability to generate SyncInvoice BOD for Project, Service, and Service Contract transactions, enabling CSI Mexico Country Pack users to issue statutory-compliant CFDIs for Service Orders, Service Contracts, and Projects. Participants will examine how each invoice line automatically includes the required SAT Commodity Code, ensuring accurate classification and successful CFDI submission. The course explains how to activate the Mexico CFDI: Service & Project Invoices feature via the Feature Management form and identifies that the Mexico Country Pack is included in the core SyteLine install but requires separate licensing and activation through the Optional Modules form. Additionally, participants will analyze limitations and considerations associated with this enhancement, describe how the Mexico CFDI Service & Project Invoices impact or are impacted by the standard business process, and apply troubleshooting techniques to resolve common issues encountered during setup and execution. 0.67 Hours Partners,Customers,Employees
CSI: Introducing New Enhancements This course covers the release overview, including features moving to General Availability (GA) across Available and Activated categories, as well as entirely new features introduced in this release. The course explores enhancements across multiple functional areas including Release Management, which enables customers to defer or manually apply tenant updates; Multiple Contacts for Vendors, which expands vendor contact management capabilities; and Financial Goal Tracking, which introduces built-in revenue target fields within CSI. It also addresses automated bank reconciliation processes that streamline file downloads and transaction matching, Financial Report Writer improvements covering sort options, column behavior, and ratio column heading labels, and the APS Ready Flag Phase 3 enhancement that adds readiness indicators to planning forms. The course further examines production rework tracking, customer document profile defaults, consolidated IDM integration, and new Birst Analytics dashboards. 0.67 Hours Partners,Customers,Employees
Syteline: Using LSP for Mexico localization (Spanish) This course uplifts documentation from the field to enhance the learner’s experience and make knowledge of the Mexico localization through LSP broadly available. (Spanish) 02 Hours Partners,Customers,Employees
CSI: Introducing CSI Birst Analytics This course covers a high-level overview of eight new dashboards spanning essential business domains: Purchase, Sales, Finance, Production, Inventory, Services, Quality, and Projects. Participants will examine how Birst Analytic Content reduces duplication, accelerates delivery, and enforces consistent, governed analytics across an organization, enabling teams to obtain trusted insights faster and at lower maintenance cost. The course describes the analytic-ready data models, purpose-built subject areas, and KPIs with self-service dashboards and reports available through Infor Cloud Suite Analytics. Participants will identify the Sales domain dashboards including Sales Analysis, Fill Rate Analysis, Sales Interactive Table, Sales to Budget, and Customer Scorecard, along with 22 KPIs and 28 reports. The Purchasing domain is examined with 14 dashboards such as Purchasing Analysis, Vendor Fill Rate Analysis, and Purchase Manager. The Finance domain encompasses 10 dashboards including Finance KPIs, Profit and Loss, Accounts Payable and Receivable Aging views, and the C-Suite dashboard. 0.20 Hours Partners,Customers,Employees
CSI: Using Target v. Actual Revenue Targets This course covers how to configure and monitor Financial Target Groups that are user-defined, enabling users to set specific target goals over time and track progress in real time with automatically updated results. The course demonstrates how to create groups such as Revenue and link multiple G/L accounts to manage targets collectively across different time periods. It also details how to set, store, and manage target and actual revenue data using the Target vs Actual Details form for accurate performance tracking. Additionally, participants will examine progress tracking through visual progress bars that compare target versus actual performance, apply the Calculate Historical Amounts feature to automatically compute and update actual revenue data, and utilize the Target Growth Utility to adjust target values using growth percentages applied across all time periods for efficient forecasting. 0.15 Hours Partners,Customers,Employees
CSI: Introducing EPM Lite This course covers the EPM Lite integration delivered in SyteLine release 2026.04, providing a high-level overview of enhancements included in the release. Participants will examine the full Infor EPM suite and differentiate between EPM and EPM Lite capabilities. The course explores the Infor EPM full coverage for performance management, including budgeting and planning, financial planning, operational planning, financial reporting, custom reporting capabilities, and financial consolidation. Participants will identify the specific scope of EPM Lite, which focuses on financial reporting for analysis, encompassing ad-hoc reports, dashboards, KPIs, mobile access, and reporting and planning native in Microsoft Excel. The course also highlights standard reports and KPI analysis available through the Financial Reporting Application. Participants will evaluate how the EPM Lite integration provides important metrics to aid in key business decision making. The course reviews selected enhancements to demonstrate their impact on industry, addressing the problem each enhancement solves, the solution provided, and the resulting business benefit. Participants will also identify deployment options, global coverage, and processes affected by the release enhancements. 0.10 Hours Partners,Customers,Employees
CSI: Using Outlook Web Add-in This course covers the setup, activation, and use of the Outlook Web Add-in enhancement delivered in the SyteLine 2026.04 release. Participants will examine the pre-requisites needed for the enhancement, demonstrate how to use the Outlook Web Add-in, and identify the business processes impacted by this integration. The new feature integrates the user's Microsoft Outlook (web) client with SyteLine, specifically integrating SyteLine Interactions, Incidents, and Contacts with Outlook emails and contacts. The course details how to create new and update existing SyteLine Interactions for Customer, Contact, Prospect, and Vendor, create new and update existing SyteLine Incidents for Customer, and add new and sync SyteLine Contacts by assigning Salespersons, customer, and prospect. Additionally, participants will apply methods to install the Web Add-In using sideload and via Exchange Admin Center, remove the Web Add-In, and set up Contact Synchronization by registering the SyteLine Outlook Web Add-In with Azure Entra ID and configuring the required Client ID and Tenant ID settings. 0.83 Hours Partners,Customers,Employees
CSI: Using In Process (IP) Rework Feature This course covers how CSI previously lacked native functionality to track in-process rework, causing manual tracking outside the system, limited visibility into true production performance, and reduced efficiency. Participants will examine the IP rework workflow from identifying rework through filling out the rework form, automating creation and release of rework sub jobs, issuing labor and materials, reviewing rework data in real-time, and closing rework sub jobs. The course demonstrates how to activate the feature through Feature Management and enable it in Shop Floor Control Parameters by configuring the IP Rework tab, entering an operation number, and selecting a default work center. Participants will configure IP Rework Reason Codes to support metrics tracking for new product development and engineering change notices, designate or create IP Rework Work Centers to fit business needs ranging from generic to specific configurations, and designate or create IP Rework Items that serve as cost buckets to accumulate labor and material expenses. The course also explains how rework costs are contained in sub jobs, with total rework costs displayed on Job Orders Cost Detail tab for instant visibility and rework cost rolling up into the total job cost for more accurate as-built cost. 0.57 Hours Partners,Customers,Employees
CSI: Using Role-based Workspaces - Engineering Manager This course covers how to activate the workspace by configuring OS Security Permissions by adding the "Workspace – Engineering Manager" role to users, setting up SyteLine Permissions through the CSI Users form, and updating the Portal Workspace List through the Standard Workspaces section. The course describes how to configure the five workspace filters including Days Behind, Days Ahead, Snooze Duration, Site, and Warehouse, and explains their impact on workspace performance and data display. It examines the supporting features including creating a new "New" material status code to identify and track items associated with engineering or new product development (NPD) initiatives, and the NPD Item Details form used to capture and track NPD-related attributes, dates, costs, and supporting details for items with "New" material status. The course also describes enhancements to the Engineering Change Notice Items form with Due Date and Completion Date fields for ECN timeline and compliance tracking, the introduction of "Include in NPD Metrics" checkboxes on key configuration forms such as Project Cost Codes, Employee Positions, and Reason Codes, and new columns on the RMA Evaluation Codes form to categorize returns into Engineering/NPD, Quality, Shipping, or Service/Warranty. 0.08 Hours Partners,Customers,Employees
CSI: Using Germany B2B e-invoicing - Phase 3 This course covers the Germany B2B e-invoicing Phase 3 functionality delivered in CSI (CloudSuite Industrial / SyteLine) for release 2026.04. This third and final phase extends the existing Germany e-invoicing solution, which previously only supported receiving and parsing inbound e-Invoices. Participants will examine the new capabilities introduced in this phase, including the ability to generate inbound e-Invoice reports with header, line, VAT, and totals in a paper-like format for streamlined review and processing. The course demonstrates how to enable easy AP voucher creation from inbound e-Invoices, simplifying the accounts payable workflow by allowing users to convert received e-Invoices into vouchers efficiently. Participants will also explore the support for generation of outbound/customer e-Invoices, completing the full compliance cycle for German B2B e-invoicing requirements. The course explains the step-by-step setup and configuration procedures required to activate the ability to send and receive German e-invoices from CSI, including the architecture and technical flow of the enhancement. 0.30 Hours Partners,Customers,Employees
SyteLine: Introducing the New Product Development (NPD) Item Detail Form Master the SyteLine NPD Item Detail form to drive accurate product data and actionable engineering insights. Analyze form structure and required fields to connect item details with engineering metrics. Execute best practices for precise data entry and ongoing maintenance, preventing common errors that hinder visibility. Apply exception reporting and review workflows to diagnose and correct data issues, strengthening data integrity. Leverage improved data quality to enhance reporting outcomes, support informed decisions, and enable continuous improvement across new product development processes. 0.75 Hours Partners,Customers,Employees
SyteLine: Introducing the Solution This course introduces the comprehensive end-to-end business processes supported by CloudSuite Industrial (SyteLine). Participants will learn how SyteLine enables operational efficiency across departments by exploring key workflows such as customer-facing services, supply chain optimization, product lifecycle management, financial operations, HR processes, and multi-site enterprise coordination. Through detailed insights into each process, learners will understand how SyteLine integrates functions to support scalability, reporting, and cross-functional collaboration. Ideal for professionals seeking to align business operations with strategic goals using SyteLine’s robust capabilities. 02 Hours Partners,Customers,Employees
SyteLine (CSI): Using APS Plan Safety time Learn how to use the new APS Plan Safety Time enhancement, which enables planners to incorporate configurable safety time buffers into material planning. Feature release 2026.10. 0.18 Hours Partners,Customers,Employees
SyteLine (CSI): Using France Country Pack - AP AR Payments A detailed review of the France Country Pack A/P and A/R Payments enhancements in CSI, including regulatory requirements, payment processing updates, compliance-related changes, and improvements introduced to support France-specific payment practices. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using France Country Pack - E-Invoice A detailed review of the France Country Pack E-Invoice enhancements in CSI, including regulatory requirements, business process impact, configuration considerations, and key functionality introduced to support France-specific e-invoicing compliance. Feature release 2026.10. 0.20 Hours Partners,Customers,Employees
SyteLine (CSI): Using France Country Pack - FEC enhancements A detailed review of the France Country Pack FEC enhancements in CSI, including regulatory requirements, data extraction requirements, audit and compliance expectations, and system changes introduced to support France FEC reporting. Feature release 2026.10. 0.23 Hours Partners,Customers,Employees
SyteLine (CSI): Using France Country Pack - SSD & Project Resource Transactions A detailed review of the France Country Pack SSD and Project Resource Transactions enhancements in CSI, including regulatory requirements, transaction reporting needs, project-related process impacts, and functionality introduced to support France-specific compliance and operational requirements. Feature release 2026.10. 0.50 Hours Partners,Customers,Employees
SyteLine (CSI): Using Poland Country Pack - JPK CIT-JPK_KR_ST enhancements A detailed review of the Poland Country Pack JPK CIT/JPK_KR_ST enhancements in CSI, including regulatory requirements, accounting data reporting expectations, statutory file generation needs, and system functionality introduced to support Poland-specific compliance reporting. Feature release 2026.10. 0.27 Hours Partners,Customers,Employees
SyteLine (CSI): Using Value+ Customer Order Creation Enhancements Learn about the latest Value+ Customer Order Creation enhancements, including support for Manufacturer Item identification, changes made to configurable customer order creation parameters, and automated note extraction. Discover how these updates improve order accuracy, increase automation flexibility, reduce manual effort, and streamline order entry processes. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using Value+ Invoice Processing Enhancements Learn about the latest Value+ Invoice Processing enhancements, including Dual Tax System support, PO invoice exception approval workflows, Blanket PO processing, Duplicate Invoice Validation, and Non-PO Invoice Automation. Discover how these updates improve automation, strengthen financial controls, reduce processing errors, and streamline AP operations. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using Value+ New Automated Pricing Validation with Insights Learn how Value+ Automated Pricing Validation with Insights helps organizations monitor and validate pricing changes while capturing the reason for manual price overrides. Discover how this enhancement improves pricing governance, increases visibility into pricing decisions, reduces revenue leakage, and provides actionable insights to support compliance and continuous pricing optimization. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using Value+ New PO Line Price Change Learn how the new Value+ PO Line Price Change Automation streamlines the processing of supplier price changes by automatically validating and updating purchase order lines and associated vendor contracts. Discover how this enhancement reduces manual effort, improves pricing accuracy, strengthens procurement controls, and helps ensure purchasing agreements remain aligned with the latest supplier pricing. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using Value+ RMA Automation Enhancements Learn about the latest Value+ RMA Automation enhancements, including IDM document attachments, updated RMA request forms and workflows, and support for non-inventory items. Discover how these improvements simplify returns processing, improve documentation management, increase workflow efficiency, and enhance the overall customer return experience. Feature release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine: Comparing classic, gen2, and web forms This eLearning course provides the necessary knowledge to understand and leverage the three different types of forms available in Syteline. 0.25 Hours Partners,Customers,Employees
SyteLine: Advanced Planning and Scheduling (APS) Overview and Concepts This course covers an overview of Advanced Planning and Scheduling basic concepts, benefits, how it differs from MRP, and prerequisites. 01 Hours Partners,Customers,Employees
SyteLine (CSI): Using APS Plan Materials at Operation Start or Job Start Option/s for Firm Jobs and PLNs Jobs This course explains how to configure and use the APS: Plan Materials at Operation Start or Job Start Options for Firm Jobs and PLNs Jobs delivered in the release 2026.10. 0.08 Hours Partners,Customers,Employees
SyteLine (CSI): Using GenAI Assistant New Capabilities Learn about the latest GenAI Assistant enhancements that help users work more efficiently and gain deeper insights from their data. Discover new capabilities such as emailing query results directly, generating intelligent summaries, leveraging IBC contextual messages, receiving explanations for operational delays, and performing multi-site queries. These enhancements improve productivity, provide richer business context, streamline decision-making, and enable faster access to actionable information across the organization. Feature release 2026.10. 0.42 Hours Partners,Customers,Employees

Training Guide

Course Name Course Description Course Audience
CloudSuite Business / CloudSuite Industrial / SyteLine: v9 Training Guide - Creating Reports with SQL Server Reporting Services (SSRS) This course contains a workbook covering: • CSB/CSI/SL: v9 Training Guide - Creating Reports with SQL Server Reporting Services (SSRS) Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Training Guide - Navigating the Tax Interface (v9.00.30) This course contains a workbook covering: • CSB/CSI: v9 Training Guide - Navigating the Tax Interface (v9.00.30) Partners,Customers,Employees
CloudSuite Industrial: v9 Training Guide - Foundation 101 (v9.01.00) This is the training guide that accompanies the course in the title Partners,Customers,Employees
CloudSuite Business / CloudSuite Industrial: v9 Training Guide - Using the Application Event System (v9.01.00) This is the training guide that accompanies the course in the title. Partners,Customers,Employees

Exam Guide

Course Name Course Description Course Audience
Complete CloudSuite Industrial(SyteLine) Course Catalog

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