| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - Enterprise - Self-directed Learning |
This course covers setting up and using QCS Enterprise, including basic configuration. It provides a comprehensive understanding of the Quality Control Solution (QCS) Enterprise module, which enables users to track quality information not directly associated with material. The course details how QCS Enterprise supports continuous improvement by tracking quality activities, actions, and topics, as well as changes to processes, procedures, and documents. Learners will explore the requirements for QCS Enterprise setup, the management of quality control topics, and the review of topic reports. The course also explains the process for managing corrective action reports, change requests, and the QA process flow. Additionally, it highlights the benefits of the Quality Control Solution Home form, which serves as a dashboard for QCS information. Reference materials and system requirements are provided to support learning. The course is structured to ensure learners can effectively configure and utilize QCS Enterprise for quality management and improvement. |
2.25 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - In-Process - Self-directed Learning |
This course covers fundamental concepts of the Quality Control Solution, focusing on in-process quality within the Inspect To Correct process for the quality inspector role. It guides learners through identifying, tracking, and managing quality information for Work in Process (WIP), including test results, disposition procedures, Material Review Requests (MRRs), and Corrective Action Requests (CARs). The course explains how to use the Quality Control Solution module to track quality information for parts, comply with ISO 9001 standards, and manage items, vendors, jobs, and customers. It details the importance of quality control in maintaining product accuracy, reducing costs, and ensuring customer satisfaction. Learners will understand the business processes for customer quality, supplier quality, in-process quality, MRB to action, and customer/supplier MRB. The course also covers the creation and management of receivers, tracking non-conforming products, and reporting cost of quality. |
2.75 Hours |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - Supplier - Self-directed Learning |
This course covers fundamental concepts of the Quality Control Solution, focusing on supplier quality within the Inspect To Correct process for the quality inspector role. It explains how to identify, track, and manage quality information for purchased items and items returned to vendors, including Purchase Order Receiving and Vendor Return Material Authorizations. The course details the Supplier Quality, MRB To Action, and Supplier MRB processes, emphasizing the importance of quality control in reducing costs, ensuring customer satisfaction, and complying with regulations. It introduces the Quality Control Solution module, which tracks items, vendors, jobs, and customers, and provides tools for recording material disposition, managing certificates of conformance, recording tests, handling Material Review Reports and Corrective Action Reports, and linking non-conforming components. The course also covers vendor performance tracking, the use of dashboards for QCS information, and the integration of quality checkpoints into purchase order receiving. |
03 Hours |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - Customer - Self-direct Learning |
This course covers fundamental concepts of the Quality Control Solution, with a focus on customer quality within the Inspect To Correct process for the quality inspector role. It explains how to identify, track, and manage quality information for products being shipped to customers, including handling returns, issuing certificates of conformance, and addressing customer complaints. The course details the setup requirements for QCS Customer, the customer order receiver process, and the management of nonconforming material. It also covers the QCS shipping process, the RMA MRB return process, and the procedures for managing customer complaints. Additionally, it introduces the Quality Control Solution Home form, which provides a dashboard for tracking various quality-related activities and reports. Participants will learn how to use the system to record material disposition, manage certificates of conformance, and handle corrective actions. The course emphasizes the importance of quality control in maintaining product standards, reducing costs, and ensuring customer satisfaction. It provides practical guidance on using SyteLine tools and forms to support quality management throughout the customer order lifecycle. |
3.50 Hours |
Customers,Employees,Partners |
| SyteLine: Using Financial Report Writer - Self-directed Learning |
This course covers setting up financial statements using the Financial Report Writer. It guides users through generating and managing financial reports to support business analysis, including creating, editing, copying, and printing financial reports. The course details the use of the Financial Report Writer dashboard, report information tab, columns tab, lines tab, and report preview tab. It explains how to define report structure and content, update account ranges and group labels, and customize report templates for specific sites or purposes. Users learn to organize financial statements into groups for streamlined printing and to specify output formats, report orientation, paper size, and sorting methods. The workbook includes practical exercises for creating, editing, copying, and printing reports, as well as reference materials and system requirements. The course emphasizes the importance of maintaining report sequence and provides guidance on using the Financial Report Output form for previewing, printing, and scheduling reports. |
01 Hours |
Customers,Employees,Partners |
| SyteLine: Using Customer Relationship Management - Self-directed Learning |
This course covers essential Customer Relationship Management (CRM) principles within the Lead to Order business process, tailored for the salesperson role. It guides participants through creating and managing campaigns, generating leads, identifying opportunities, managing tasks, and creating estimates. The course details the flow from sales campaign initiation, lead generation, and opportunity tracking, through converting prospects to customers and converting opportunities to customer orders. Learners will understand how CRM links sales and marketing with operations, streamlining processes to generate revenue. The course explains the Campaign to ROI process, lead qualification, and conversion to opportunities, prospect management, and customer conversion. It also covers the use of supporting files for leads and opportunities, the benefits of the Salesperson Home and Customer 360 forms, and strategies for executing effective bulk communications. |
03 Hours |
Customers,Employees,Partners |
| SyteLine: Navigating the User Interface - Self-directed Learning |
This course covers the essential concepts and practical skills required to navigate the SyteLine user interface efficiently. You will learn about the main UI components, including the toolbar, Master Explorer, and navigation pane, and how to use them to access forms and manage records. The course guides you through opening, adding, editing, saving, and deleting records using various forms, applying filters to retrieve specific data sets, and customizing the interface for improved workflow. You will explore advanced UI features such as creating and attaching notes, exporting data to Excel, printing and previewing reports, and automating tasks with utilities and activities. The workbook includes step-by-step exercises for personalizing menus, setting up forms to open automatically, and linking related forms. |
2.50 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Configuring and Using Kit Items - Self-directed Learning |
This course covers the comprehensive process of configuring and using kit items within SyteLine. It guides learners through the steps required to create and build kit items, including the selection of components, setting up bills of materials (BOM), and managing the kitting process. The course details how kit items are manufactured, the Kit Builder activities used to streamline production, and the procedures for setting up kit items in the system. Learners will explore the creation of kit items and their components, the establishment of current and standard BOMs, and the updating of kit item records. The course also covers conditions for different kits, building kits using Kit Builder activities, and processing kits for customer orders, job materials, transfer orders, and project resources. Additionally, it provides practical exercises for creating kit items, BOMs, jobs, and processing kits, as well as issuing kits to jobs and shipping orders. |
01 Hours |
Customers,Employees,Partners |
| SyteLine: Using Job Orders - Self-directed Learning |
This course covers the fundamental manufacturing concepts in the Demand To Build process for the production role. It guides learners through creating job orders, establishing job bills of material (BOM), issuing materials to jobs, entering and posting job transactions, backflushing, and posting finished goods to inventory. The course begins with an overview of the Demand To Build business process, including planning, scheduling, and manufacturing to satisfy recorded demand. It details the Plan to Schedule and Schedule to Build components, focusing on analyzing APS plans, resolving capacity and supplier issues, and adjusting demand to meet due dates. Learners will explore procurement and production flows, releasing jobs to the shop floor, shop floor scheduling, and manufacturing activities. The course also covers managing job material and operation transactions, troubleshooting errors, and understanding the impact of posted quantities. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Outside Process Management - Self-directed Learning |
This course covers the setup and management of outside work centers and bills of material, the creation and linking of purchase orders, and the receipt and issue of materials to jobs. It explains how to configure outside process management settings, including work center and resource setup, bill of material configuration, and item creation for vendor services. The course details the steps for processing outside operations, such as posting job transactions to move work in progress, generating purchase orders automatically, shipping materials to vendors, and receiving processed items back into jobs. It also addresses the costing and scheduling aspects, including capturing outside processing costs, using purchase orders for vendor work, and scheduling operation finish dates based on PO due dates. Practical exercises guide learners through verifying outside operation setup, creating job orders, posting job transactions, confirming purchase orders, shipping and receiving materials, and issuing costs to job orders. |
02 Hours |
Customers,Employees,Partners |
| SyteLine: Factory Track - Shop Floor - Self-directed Learning |
This course covers the SyteLine Factory Track – Shop Floor module, focusing on the integration of manufacturing, labor, and attendance operations with ERP systems. It details how Factory Track Shop Floor enables paperless shop floor operations, touch screen and barcode support, and label printing. The course explains labor and material transactions, including job operations, setup activities, indirect tasks, machine operations, and team-based activities. It describes the use of worksets for managing multiple jobs, the Kanban system for material replenishment, and label printing for shop floor transactions. The course also covers navigation using the Work Center Navigation Home form, managing labor and material activities, and viewing and interpreting information and status through various reports and forms. Participants learn to set up and replenish Kanban systems, perform labor and material transactions, and utilize reporting and team management features to streamline shop floor operations and ensure accurate data collection and integration with SyteLine ERP systems. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Factory Track - Warehouse Mobility - Self-directed Learning |
This course covers the basic setup and functionality of Factory Track - Warehouse Mobility, focusing on how to use simulated mobile scanners to perform common warehouse transactions and view transactional data within SyteLine. The course introduces Factory Track as an auxiliary application for SyteLine and other ERP systems, enabling efficient data collection, real-time information sharing, and elimination of unnecessary paperwork for warehouse and shop floor users. It explains the three main modules—Shop Floor, Time Track, and Warehouse Mobility—and their integration with SyteLine. Participants learn to navigate the FT-WM mobile scanner interface, Factory Track workstation interface, and SyteLine interface, performing transactions such as inventory updates, production, labor collection, picking, putaway, receiving, and shipping. The course details the use of barcodes for inventory management, customizing scanner screens and function keys, wireless label printing, and integration with other Factory Track modules. It also covers the operational discipline required for inventory counting, issuing and unissuing materials, and managing production schedules. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Configuring Factory Track - Self-directed Learning |
This course covers configuring Factory Track Warehouse Mobility and Time Track, as well as setting up label printing in Factory Track Warehouse Mobility. The course begins with an overview of the setup process for Factory Track Warehouse Mobility, including connecting and configuring devices, assigning user groups, and managing licenses. It details the configuration of global, warehouse, and transaction parameters, and explains how to connect Factory Track Warehouse Mobility to a database. The course then guides learners through the label printing setup process, covering folder creation, label design with BarTender, connecting Factory Track Warehouse Mobility to BarTender, defining label formats, configuring printers, and setting up transactions for printing. The final section focuses on configuring Factory Track Time Track, including facilities, holidays, payroll schedules, employee types, premium codes, absence codes, time off groups, shifts, and work groups. |
02 Hours |
Customers,Employees,Partners |
| SyteLine: 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 course explains how Factory Track integrates with ERP systems to streamline shop floor operations, and details the modules involved, such as Warehouse Mobility, Shop Floor, and Time Track. It describes how to configure facilities and payroll schedules, manage employee clock-ins and clock-outs for shifts, lunches, and breaks, and track planned and unplanned absences. The course also covers managing job starts and stops, quantities produced, and provides guidance on using dashboard interfaces for reporting. Additionally, it includes instructions for correcting mistakes, adjusting hours, approving records, posting to ERP, and processing payroll. The course concludes with information on viewing timesheets, absence details, and performing time and attendance transactions using Shop Floor and Warehouse Mobility modules.= |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Estimates - Self-directed Learning |
This course covers the estimation capabilities within the Quote to Cash process in SyteLine, focusing on the creation of estimate orders, estimate job orders, and the preparation and transmission of price quotes to prospects and customers. It provides a high-level overview of the estimating process, including entering order specifications, creating estimates and estimate lines, cross-referencing estimate lines to estimate job orders, and entering product specifications. The course details how to set up Shop Floor Control Parameters, create and manage items, and utilize the Estimation Worksheet to determine pricing and delivery dates. Learners are guided through copying routing and bill of material (BOM) to estimate jobs, adding materials, rolling up BOM costs, and sending quotes. The course also explains the use of Material Availability Reports to assess delivery feasibility, the process for updating estimate status, and converting estimates into customer orders and job orders The course emphasizes the importance of accurate cost calculations, markup application, and integration with inventory and production planning modules. |
02 Hours |
Customers,Employees,Partners |
| SyteLine: Using Engineering Change Notices (ECNs) - Self-directed Learning |
This course covers fundamental engineering change notice management concepts in the Design To Release process for the product/manufacturing engineer and engineering manager roles. It includes creating and processing engineering change notices, basic configuration, and the conversion of engineering drawings to a manufacturing bill of materials (BOM). The course details the approval process for release to production, the use of SyteLine functions to maintain distribution codes for ECN changes, and the prevention of changes to the BOM outside of the ECN process. Learners will explore the steps for activating ECN control, setting up supporting code lists, and understanding the business process components. The course also provides guidance on maintaining item revisions, posting ECNs, and utilizing utilities for mass material substitution and revision tracking. |
2.25 Hours |
Customers,Employees,Partners |
| SyteLine: Using Bills of Materials (BOMS)- Self-directed Learning |
This course covers fundamental bill of material management concepts in the Design To Release process for the manufacturing engineer role. It includes creating resources, resource groups, work centers, operations, materials, alternative materials, and outside operations. Learners will understand the structure and creation of bills of materials (BOMs), the use of outside operations, and additional BOM activities. The course provides practical guidance on identifying BOM types, creating BOMs, and managing related activities such as copying BOM/routing and utilizing reports. Participants will gain insight into the components of the Design To Release business process and how BOMs fit into manufacturing workflows. The content is designed to ensure a comprehensive understanding of BOM management in SyteLine, equipping learners with the skills to optimize manufacturing processes and resource utilization. |
05 Hours |
Customers,Employees,Partners |
| SyteLine: Using Physical Inventory - Self direct Learning |
This course covers the physical inventory count process in SyteLine, detailing the procedural steps required to conduct a comprehensive inventory count for a warehouse or location. It explains how to freeze inventory, set tag and sheet controls, load physical inventory records, print inventory sheets or tags, and void or unvoid inventory sheets or tags. The course guides users through inputting and updating inventory counts, generating the Inventory Pre-Adjustment Report, approving and posting physical inventory counts, and unfreezing inventory after completion. It emphasizes best practices for each step, including reviewing reports for variances and ensuring accurate count and posting procedures. The content is designed to help users understand the factual valuation of inventory, reconcile physical counts with book counts, and manage inventory adjustments efficiently. The course also covers the use of SyteLine forms and utilities to facilitate each stage of the physical inventory process, ensuring compliance and accuracy throughout. |
06 Hours |
Customers,Employees,Partners |
| SyteLine: Managing the General Ledger - Self-directed Learning |
This course covers fundamental general ledger concepts in the Financial Plan To Report process for finance manager and accountant roles. It includes the chart of accounts, creating accounting periods, budgets, user journals, entering normal, reversing, and recurring journal entries, as well as month-end and year-end processing procedures. The course provides practical guidance on managing the general ledger, setting up unit codes, and using them with appropriate accounts. Participants will learn how to handle various journal types, import entries, and post transactions to the ledger. The course also addresses reporting, closing out net income, and utilizing the Controller Home form for key financial tasks. |
08 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using the Scheduler - Self-directed Learning |
This course covers the setup and use of the SyteLine Scheduler, including setting up job priorities, scheduling jobs, identifying on-time completion issues, and managing batches. Learners will explore how to model the site for scheduling, understand the difference between planning and scheduling, and use the Scheduler with both Advanced Planning and Scheduling (APS) and Material Requirements Planning (MRP). The course details the process of running the Scheduler, verifying task completion, and resolving scheduling issues. It also addresses the use of shop floor dispatch, additional operations impacting scheduling, and the integration of Scheduler outputs with other business processes. |
16 Hours |
Customers,Employees,Partners |
| SyteLine: Using Advanced Order Entry - Self-directed Learning |
This course covers advanced order entry processes in SyteLine, focusing on inventory management, reservation and unreservation of on-hand quantities, item pricing methods, tax system setup, order processing, progressive billing, commissions, promotional pricing, rebates, and surcharge functionality. Learners will gain practical knowledge on creating item contents, exchanges, prices, references, and establishing customer and vendor surcharge rules. The course provides detailed guidance on configuring factors, accounts, and tax records, and includes step-by-step instructions for setting up and processing rebates, commissions, and promotional pricing. Participants will also learn how to manage inventory, apply area-based sales tax, and utilize various reports and forms to optimize order entry operations. |
08 Hours |
Customers,Employees,Partners |
| SyteLine: Using the Excel Financial Reporting Toolset - Self-directed Learning |
This course covers setting up the Excel Financial Toolset and using the Excel Financial Toolset to build financial statements. It guides learners through the process of configuring the toolset, entering and managing data, and building various financial reports such as balance sheets, income statements, and cash flow statements. The course explains the use of Excel functions to retrieve financial balances directly from the database, either via SQL or IDO web service connections. Learners will explore the Report Wizard for creating and modifying standard reports, and learn how to drill down from Excel reports into detailed transactions. The workbook includes practical exercises for hands-on experience, emphasizes performance optimization techniques, and provides reference materials for further learning. The content is structured for multi-tenant environments and includes updates for web forms. By completing this course, participants will gain the skills needed to efficiently use the Excel Financial Reporting Toolset for financial data analysis and reporting. |
08 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - Supplier - Self-directed Learning |
This course covers how users review and report on the material quality of purchased items and items returned to the vendors. Purchase Order (PO) Receiving, Vendor Return Material Authorizations (VRMAs), Inspection, Test Results, Disposition, Material Review Requests (MRRs), Corrective Action Requests (CARs), and Vendor Vouchers and Adjustments are included in the course. This training is for version 10.20 and all previous versions. Prerequisite courses: CloudSuite Industrial: Navigating the User Interface; CloudSuite Industrial: Foundation; SyteLine: Using Purchase Orders and Requisitions; SyteLine: Using Return Material Authorizations This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. |
08 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using Quality Control Solution - Enterprise - Self-directed Learning |
This course covers setting up and using QCS Enterprise, including basic configuration. This training is for version 10.20 and all previous versions. Prerequisite courses: CloudSuite Industrial: Navigating the User Interface; CloudSuite Industrial: Foundation. This course includes a workbook, demonstrations, reference materials, and access to the Discussion Group. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.support@infor.com and request the course status be updated to 'completed'. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Advanced Planning and Scheduling (APS) in Customer Service/ Order Entry - Self-directed Learning |
This course covers the use of Advanced Planning and Scheduling (APS) in SyteLine for customer service order entry. It provides a comprehensive understanding of how APS integrates with order management processes, focusing on optimizing order fulfillment, managing inventory, and improving customer satisfaction. The course guides participants through the steps of entering customer orders, leveraging APS features to schedule and prioritize orders, and utilizing SyteLine tools to monitor and adjust order workflows. Participants will learn best practices for handling exceptions, coordinating with production and shipping, and ensuring timely delivery. The course also addresses common challenges in order entry and offers solutions using APS functionalities. By the end of the course, learners will be equipped to streamline customer service operations and enhance overall efficiency. |
02 Hours |
Customers,Employees,Partners |
| SyteLine: Using Request for Quote - Self-directed Learning |
This course covers the fundamentals of the Request for Quote module, including creating an RFQ, distributing an RFQ, selecting a vendor and closing an RFQ.It provides a comprehensive overview of the RFQ process, including requisition creation, RFQ generation, vendor selection, approval, and conversion to purchase order. The course emphasizes traceability throughout the process, supporting analytics and auditing. Key capabilities include creating requisitions as an approval step, generating RFQs for requisitions, customer orders, job orders, or inventory, and managing the entire flow from RFQ generation to vendor selection. Exercises are structured for multi-tenant environments and updated to use web forms. The workbook includes conceptual information and step-by-step procedural instructions for practical application, ensuring a thorough understanding of the RFQ module and its integration with procurement operations. |
02 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| CloudSuite Industrial: v10 Using Advanced Planning & Scheduling - Self-directed Learning |
This course covers planning demand and supply using Advanced Planning & Scheduling (APS). Students learn critical APS forms, fields, procedures, and processes, gaining sufficient knowledge to continue learning about advanced settings and begin implementing APS in their specific planning and scheduling situation. It includes conceptual information and step-by-step procedural instructions, with exercises and demos at the back of the workbook. The appendices provide reference information on user accounts, APS setup, items, unit of measure, warehouses, planning modes, parameters, sites, shifts, resources, bills of material, orders, supply allocation, what-if analysis tools, material planner workbench methods, troubleshooting outputs, upgrade considerations, lead time processor algorithm, manual supply allocation, APS planning activity, and updates made to the workbook. Students are guided through aligning business processes, modeling environments, planning sites, customer orders, forecasts, MPS orders, resolving shipment issues, releasing planned supplies, reviewing shop floor schedules, and assessing performance. Additional topics include installing APS, planning cells, fixed schedule operations, move and finish time, multiple sites, outside operations, overlapping operations, safety stock, same-day shipment orders, setup times, product configurator usage, advanced forecasting, expedited lead times, finite scheduling, scheduler usage, and what-if analysis tools. |
40 Hours |
Customers,Employees,Partners |
| SyteLine: Foundation - Self-directed Learning |
This course covers the fundamentals of Infor SyteLine. It covers manufacturing, planning, purchase to pay, order to cash, and financial reporting processes as defined in the CloudSuite Industrial End to End Business Processes. In this course you will enter all required logistical, manufacturing, accounting, and financial data to create a fitness tracking Smartwatch into the companys enterprise resource planning (ERP) system, SyteLine. The course provides an overview of key business processes, including Lead to Order, Order to Cash, Design to Release, Plan to Inventory, Procure to Pay, Demand to Build, and Financial Plan to Report. You will learn how to set up and manage data, configure business processes, and execute tasks in a typical manufacturing scenario. The workbook includes conceptual information and step-by-step procedural instructions for practical application, ensuring a comprehensive understanding of SyteLines capabilities and integration with industry best practices. |
10 Hours |
Customers,Employees,Partners |
| SyteLine: Using Purchase Orders and Requisitions - Self-directed Learning |
This course covers fundamental purchasing concepts in the Procure To Pay process for buyer and purchasing manager roles. It includes setting up vendors and vendor contracts, generating purchase order requisitions, generating regular and blanket purchase orders, and more. The course details vendor setup, purchase order requisition process, purchase order creation, and additional purchasing features. It provides both conceptual information and step-by-step procedural instructions for practical application. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Receiving Purchase Orders - Self-directed Learning |
This course covers the end-to-end process of receiving purchase orders in SyteLine, focusing on the Procure To Pay business process. It introduces the key concepts and steps involved in receiving goods, including vendor setup, purchase order creation, and the transition from requisition to purchase order to receipt. The course details how to manage vendor records, set up vendor contracts, and track purchasing activities. It explains the approval process for requisitions, the conversion to purchase orders, and the procedures for receiving items into inventory. Emphasis is placed on traceability, analytics, and auditing throughout the process. The workbook provides both conceptual overviews and step-by-step instructions, supporting practical application in a SyteLine environment. |
1.25 Hours |
Customers,Employees,Partners |
| SyteLine: Using Landed Costs - Self-directed Learning |
This course covers landed costs in the Procure To Pay process for the buyer, receiving clerk, and payables administrator roles. It explains how landed costs are used to separate vouchering of landed costs and material costs, allowing an alternate vendor to be selected in addition to the PO vendor. The course details the automation of landed cost allocation to purchase order lines, capturing estimated costs related to freight, duty, brokerage, insurance, and local freight. It describes the business process for purchasing, receiving, and accounting, including the three-way match of purchase order line, receipt, and invoice to authorize payments. The course also covers the impact of landed costs on inventory and accounts payable, and provides step-by-step exercises for creating purchase orders, allocating landed costs, receiving inventory, and generating landed cost vouchers. |
01 Hours |
Customers,Employees,Partners |
| SyteLine: Using Return Material Authorizations - Self-directed Learning |
This course covers the end-to-end process of Return Material Authorizations (RMAs) in SyteLine, guiding learners through authorizing customer returns, receiving returned items into inventory, and managing replacements and repairs. Participants will learn to configure RMA setup parameters and codes, process returned shipments, and issue and post credit memos. The course also details how to handle RMA-related codes, manage replacement orders, and create rework orders for repairs. Learners will gain practical experience through exercises that simulate real-world scenarios, including creating RMAs, processing returns, and issuing credits. The workbook emphasizes both conceptual understanding and step-by-step procedural instructions, ensuring learners can apply the RMA process effectively in SyteLine environments. |
2.50 Hours |
Customers,Employees,Partners |
| SyteLine: Fundamentals of Advanced Planning and Scheduling (APS) - Self-directed Learning |
This course covers the essential requirements for configuring Advanced Planning & Scheduling (APS) and setting up master data for APS. It introduces the critical forms, fields, procedures, and processes used to run and administer APS, including modeling the site for planning, understanding APS parameters and setup, and running APS to view the plan. The course also addresses next steps for implementing APS, troubleshooting, and provides guidance for aligning business processes and ensuring organizational motivation. Learners will gain practical knowledge through conceptual information and step-by-step procedural instructions. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Advanced Planning and Scheduling (APS) in Production Planning - Self-directed Learning |
This course covers the key concepts of using Advanced Planning and Scheduling (APS) to support the production planning process. It explains the critical APS forms, fields, procedures, and processes used to plan and schedule production activities. The course also details how to troubleshoot and adjust plans and schedules to ensure customer promises are fulfilled. Learners will understand the interaction between production and planning functions, setup of manufactured parts, site planning, daily process steps for planners and production managers, and APS shop floor scheduling. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Managing Customers and Sales Orders - Self-directed Learning |
This course covers fundamental customer service and order entry concepts in the Order To Cash business process for the customer service role. It includes setting up customers and customer contracts, creating regular and blanket customer orders, and managing customer-related data to support communication, reporting, and service tracking. The course introduces the Industry Process Catalog (IPC) and details the flow from quote to payment, emphasizing the importance of accurate customer records, fulfillment processes, and the use of forms such as Customer Orders, Customer Contracts, and Customer Ship-Tos. Learners will also explore additional features like customer document profiles, order verification, and consolidated customer data across sales, service, and CRM activities. |
04 Hours |
Customers,Employees,Partners |
| 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 |
Customers,Employees,Partners |
| SyteLine: Using Accounts Payable - Self-directed Learning |
This course covers fundamental accounts payable concepts in the Financial Plan To Report process for the payables administrator role. It includes setting up vendors, creating and posting vouchers, paying invoices, handling return to debit, and an overview of accounts payable setup and supporting files. Learners will understand how to manage vendor records, process payments, and utilize supporting files for accounts payable operations. The workbook provides step-by-step instructions for practical application, including exercises for vendor setup, voucher creation, payment processing, and check printing. The course emphasizes the importance of accurate setup and supporting files to ensure smooth accounts payable processing. Learners will gain insights into the use of SyteLine forms and utilities for accounts payable tasks. The course also covers troubleshooting and best practices for managing accounts payable efficiently. |
4.25 Hours |
Customers,Employees,Partners |
| SyteLine: Using Accounts Receivable - Self-directed Learning |
This course covers fundamental accounts receivable concepts in the Financial Plan To Report process for the receiver administrator role. It includes reviewing customer records, creating and posting invoices, applying and posting payments, and provides an overview of accounts receivable setup and supporting files. The course details the Invoice to Cash process, management of customer records, and the use of SyteLine forms for processing payments and transactions. Learners will gain practical experience through exercises on updating customer information, creating document profiles, and generating reports. The workbook also covers system parameters, setup files, and supporting files essential for accounts receivable operations. Additional appendices provide reference information on customer statements, dunning letters, letters of credit, consolidated invoicing, EFT bank statements, direct debit, and monthly invoicing. |
04 Hours |
Customers,Employees,Partners |
| SyteLine: Using Advanced Planning and Scheduling (APS) in Procurement - Self-directed Learning |
This course covers the key concepts of using Advanced Planning & Scheduling (APS) to support the procurement process. It explains the critical APS forms, fields, procedures, and processes used to plan and schedule procurement activities. Learners will understand how to troubleshoot and adjust plans to ensure purchased materials are available to meet customer demands. The course details the interaction between procurement functions and APS, setup of purchased parts, generation and management of purchase orders, and the use of planning tools in daily procurement. It also addresses implementation steps for APS in procurement, including process, team, and data preparation. The workbook includes exercises, reference materials, and appendices for further learning. |
04 Hours |
Customers,Employees,Partners |