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 provides a comprehensive guide to configuring and managing surcharges to optimize pricing strategies and cost management. Participants will learn to calculate and apply surcharges effectively, taking into account fluctuating commodity prices. The course covers setting up and tracking surcharge accounts, integrating item content options for precise calculations, and establishing surcharge rules to ensure consistent application. Learners will also explore creating item content exchanges and references to maintain accurate pricing and tax compliance. By the end of the course, attendees will be equipped to analyze surcharge factors, generate insightful reports, and implement robust financial strategies. 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'. 1.75 Hours Partners,Customers,Employees
SyteLine: Using the Application Event System - Self-directed Learning This course provides a detailed understanding of the Application Event System, its hierarchy, and its components, including events, event handlers, and framework events. Participants will explore forms used in the system and global constants, along with essential concepts for creating custom events and handlers. The course covers identifying the Primary Collection on a Form, utilizing the Workflow Wizard, and understanding how event messages interact with the Inbox form. Learners will gain hands-on experience in tracking event system status, implementing events that prompt approvals, and evaluating user responses. Additionally, participants will learn to configure events to add information to records, respond to Inbox prompts, and request multi-level approvals. Practical application includes generating events within forms, setting up external email functionality, and defining voting rules and their associated definitions. By the end of the course, participants will be equipped to effectively leverage the Application Event System to streamline workflows and enhance decision-making processes. This training is for version 10 and all previous versions. Previous course name/code: Infor Mongoose Guide to the Application Event System. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
SyteLine: Managing Version Uplifts -Self-directed Learning This course explains how to uplift your database to the latest version, use FormSync, and make changes to the application that will successfully uplift your application database to the latest build on a v10 environment. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 04 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Overview - Self-directed Learning This course provides a foundational overview of costing within the SyteLine ERP system. Participants will explore the purpose of costing and how it influences inventory management, production planning, and financial reporting. The course emphasizes the importance of establishing appropriate costing methods before any transaction processing begins. Learners will also examine how different costing approaches apply to various item types, equipping them with the knowledge to make informed decisions that support accurate financials and efficient operations. This overview is ideal for those seeking to understand the strategic role of costing in business processes. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 01 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Actual - Self-directed Learning This course explores the application of actual costing methods in SyteLine to support accurate financial reporting and operational efficiency in manufacturing. Participants will analyze various costing approaches, including FIFO, LIFO, and average cost, and apply them to job orders, purchase orders, and customer orders. Learners will calculate unit costs, manage overhead, and track variances across production scenarios. Emphasis is placed on configuring job orders, understanding WIP accounting, and using the Costing Analysis Workbench to evaluate alternative strategies. By the end, users will gain the skills needed to maintain cost control and ensure reliable financial outcomes across manufacturing operations. 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'. 5.25 Hours Partners,Customers,Employees
SyteLine: Costing Foundation—Standard - Self-directed Learning This course covers the principles and application of standard costing in SyteLine to support precise budgeting, cost control, and financial planning. Participants will learn to configure item records, BOMs, and routing data for accurate cost analysis, manage job order and purchase order costing, and track WIP and inventory values. The course also emphasizes calculating current unit costs, analyzing cost variances, and using the Costing Analysis Workbench to simulate and assess cost structures. By exploring costing impacts across procurement, production, and customer orders, learners will gain critical insights for improving financial accuracy and making informed business decisions. 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'. 4.75 Hours Partners,Customers,Employees
Syteline: Managing Projects - Self-directed Learning This course covers all phases of project planning and management including how to set up parameters, creating estimate projects, creating projects for which actual cost will accumulate, analyzing percent of completion to view costs, planning for and issuing project resources, applying labor, linking purchase orders or requisitions, cross-referencing to a job order, capturing costs, and performing cost analysis at various levels of detail. The course concludes with how to create revenue milestones and recognize revenue for a project. This course is designed for version 10.18 of the software, but the vast majority of the lesson material applies to other versions as well. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
Syteline: Using Service - Self-directed Learning This course provides a comprehensive overview of the SyteLine Service to Cash process, guiding learners through incident management, service order creation, dispatching, invoicing, and contract handling. Participants will explore key forms, utilities, and workflows that support efficient service delivery and financial tracking. Through hands-on exercises and process flows, learners will gain practical skills in managing service requests, scheduling resources, and maintaining service quality. The course also introduces tools like the Salesperson Home and Customer 360 to enhance customer insights and performance monitoring. Ideal for professionals seeking to optimize service operations and improve customer satisfaction. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
SyteLine: Using RMA Extended Dispositions - Self-directed Learning This course provides a comprehensive overview of the Return to Credit process within the SyteLine system. Participants will learn how to configure RMA parameters, authorize customer returns, and process returned materials. The training covers essential tasks such as managing RMA replacements and repairs, issuing credits, and updating financial records. Through detailed workflows and system forms, learners will understand how each step supports customer service and operational accuracy. By the end of the course, users will be equipped to handle returns efficiently, ensuring customer satisfaction and proper inventory and financial management. 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'. 0.50 Hours Partners,Customers,Employees
SyteLine: Administering the System - Self-directed Learning This course covers 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. This training is for version 10. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
Syteline: Using Multi-Site - Self-directed Learning This course provides a comprehensive guide to using SyteLine’s multi-site functionality for enterprise-wide operations. Participants will learn to configure multi-site parameters, manage materials and inventory across locations, and execute cross-site sales and purchasing transactions. The training covers accounts receivable and payable processes, general ledger consolidation, and planning workflows to ensure accurate financial reporting and supply chain coordination. Through hands-on exercises, learners will gain the skills to optimize inter-site data flow, maintain integrity in financial and operational records, and leverage SyteLine tools for efficient multi-site management. Ideal for professionals managing complex, distributed business environments. 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'. 06 Hours Partners,Customers,Employees
Syteline: Using Multi-Currency - Self-directed Learning This course provides a practical introduction to managing multi-currency processes in SyteLine. It equips participants with the skills to configure currency settings, process AR/AP transactions across currencies, and use key utilities for accurate financial reporting and compliance. Learners will gain confidence in handling foreign transactions and leveraging SyteLine’s multi-currency features for efficient operations. 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'. 3.25 Hours Partners,Customers,Employees
SyteLine: Creating Form Personalizations - Self-directed Learning This course provides hands‑on skills for customizing applications using the Mongoose framework. Participants learn how system architecture, IDOs, and form components work together, then progressively build capabilities in form editing, layout configuration, inherited attributes, list sources, validators, and string management. Learners also create user‑extended table fields, manage type lists, and design event handlers to automate form behavior. The course concludes with FormSync, ensuring customizations remain aligned across scope types. By the end, participants can confidently personalize forms, enhance usability, and maintain consistent, upgrade‑safe configurations within the Mongoose development environment. NOTE: Once you have completed your training and the course is still showing as 'in progress' please send an email to us at InforU.Support@infor.com and request the course status be updated to 'completed'. 08 Hours Partners,Customers,Employees
Syteline: Using Advanced Plant Maintenance - Self-directed Learning This course provides a comprehensive introduction to Advanced Plant Maintenance (APM) in SyteLine, guiding learners through the full lifecycle of managing internal maintenance activities. Participants will explore how to configure service items and units, create service order templates, and generate service request orders to capture and track maintenance costs. The course also covers scheduling maintenance resources, recording and reimbursing service order transactions, and performing inspections to verify maintenance quality. Through hands‑on configuration and process execution, learners develop the skills needed to effectively maintain asset records, streamline maintenance operations, and ensure consistent, high‑quality service across the organization. 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'. 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

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
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
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 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. 0.25 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. 0.33 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 An overview of all new enhancements introduced in the 2026.04 release. 0.57 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. 0.67 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 provides an overview of SyteLine's workspaces and hub forms, emphasizing their functionalities and role in enhancing user productivity and decision-making. It also explores the integration of the OS Portal and role-based designs to streamline workflows. 01 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 An overview of all new enhancements introduced in the 2026.04 release. 01 Hours Partners,Customers,Employees
CSI: Using APS Cross-Site Sequencing Learn how to use the APS cross-site sequencing feature to better plan your demands across multiple sites. 2026.04 01 Hours Partners,Customers,Employees
CSI: Using Inventory Hub - Engineering View Learn how to use the Engineering view for the Inventory Hub form. 2026.04 0.08 Hours Partners,Customers,Employees
CSI: Using Production Hub - Job Order View Learn about the new Job Order View for the Production Hub form. 2026.04 0.08 Hours Partners,Customers,Employees
CSI: Using Quality Hub - Vendor View Learn about the new Vendor view for the Quality Hub form. 2026.04 0.08 Hours Partners,Customers,Employees
CSI: Using Release Scheduler Learn how to utilize the new Release Scheduler feature to help manage your monthly MT uplift process. 2026.04 0.17 Hours Partners,Customers,Employees
CSI: Using GenAI Chat Assistant Learn about the new GenAI Chatbot Assistant designed to help your users get what they need when they need it. 2026.04 0.33 Hours Partners,Customers,Employees
CSI: Using Enhanced Value+ for Customer Order Creation Learn more about the enhanced Value+ use case for Customer Order Creation. 2026.04 0.50 Hours Partners,Customers,Employees
CSI: Using Enhanced Value+ for Invoice Processing Learn more about recent enhancements to our Invoice Processing use case. 2026.04 0.30 Hours Partners,Customers,Employees
CSI: Using New Value+ Vendor Compliance Checks This course details the product use of the Vendor Compliance Checks introduced in this release. 2026.04 0.33 Hours Partners,Customers,Employees
CSI: Using Poland JPK CIT Single Control File & JPK_KR_PD Learn more about this Poland localization enhancement revolving around JPK CIT. 2026.04 0.33 Hours Partners,Employees
CSI: Using Poland e-invoicing & JPK_VAT Reporting for KSeF 2.0 Learn more about recent updates to the Poland localization to handle e-invoicing and JPK_VAT reporting for KSeF 2.0. 2026.04 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 Learn more about the new France localization VAT enhancements. 2026.04 0.37 Hours Partners,Customers,Employees
CSI: Using Mexico CFDI Service & Project Invoices Learn more about the most recent Mexico localization feature around CFDI invoices. 2026.04 0.67 Hours Partners,Customers,Employees
CSI: Introducing New Enhancements An overview of all new enhancements introduced in the 2026.04 release. 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 Introducing CSI Birst Analytics dashboards delivered in the release 2026.04. 0.20 Hours Partners,Customers,Employees
CSI: Using Target v. Actual Revenue Targets This course details the product use of the target vs. actual revenue targets introduced in this release. For feature release 2026.04 0.15 Hours Partners,Customers,Employees
CSI: Introducing EPM Lite This course provides a high-level overview of Introducing EPM Lite Integration delivered in the feature release 2026.04 0.10 Hours Partners,Customers,Employees
CSI: Using Outlook Web Add-in Learn more about the new SyteLine outlook add-in for use in the web version. 2026.04 0.83 Hours Partners,Customers,Employees
CSI: Using In Process (IP) Rework Feature Learn more about the latest enhancements to make rework jobs more streamlined and easier to use. 2026.04 0.57 Hours Partners,Customers,Employees
CSI: Using Role-based Workspaces - Engineering Manager Learn more about our latest role-based workspace for Engineering Managers. 2026.04 0.08 Hours Partners,Customers,Employees
CSI: Using Germany B2B e-invoicing - Phase 3 Learn about the most recent Germany localization enhancement for B2B e-invoicing. 2026.04 0.30 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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