M3 Training Catalog

Infor Financials & Supply Management Course Catalog

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

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Course Name Course Description Course Duration Course Audience
Lawson Technology: v10 Administering Lawson System Foundation (LSF) - Instructor-Led Training This course covers the technical foundational skills required for performing system administration functions within the Infor Lawson system. It introduces the components, requirements, and procedures to maintain an Infor Lawson System Foundation (LSF) 10 system on Windows, Linux, or Unix platforms. The course details the architecture of Infor Lawson v10 and Landmark Technology v11, administrator and end-user interfaces, directory structure, server administration, environment and database structure, batch and online transaction processing, maintenance, security, and user administration. It also covers authentication, federation, and additional end-user topics, providing a comprehensive understanding of the systems core technology and maintenance procedures. 40 Hours Partners,Customers,Employees
Lawson Technology: v10 Administering Security - Instructor-Led Training This course covers how to set up Lawson security roles, classes, profiles, and rules; how to grant access to data sources, forms, and files; and how to secure printers, job queues, environment services, reports, users, and security. The training is applicable for the Infor Lawson Security version 10.x. The course discusses user provisioning with Infor Security Services (ISS) only where relevant for attending customers. It uses Infor Federation Services to establish users with their security roles. The workbook provides step-by-step instructions for logging in and off applications, creating roles, adding security classes, assigning security classes, and writing rules. It also includes appendices for exercise steps, implementation assistance, and planning for security administration. 32 Hours Partners,Customers,Employees
Landmark Technology: Designing and Administering Processes Using Infor Process Automation - Instructor-Led Training This course covers hands-on experience using Infor Process Server, Infor Process Designer, and Infor Ming.le to monitor and maintain Infor Process Automation (IPA), create and modify business processes, and access routed work in the Inbasket. It introduces the function and integration of IPA with other Infor systems, details the architecture and deployment platforms, and explains the use of activity nodes, administrative interfaces, and configuration sets. The course guides participants through designing processes with Infor Process Designer, building processes using variables, and managing Landmark transaction nodes. It also covers user action processes, modifying delivered Landmark processes, scheduling, and filtering processes by dates. Additional topics include the use of Data Iterator and File Access nodes, channels, XML and JSON nodes, web services, encryption, Landmark Admin node, Infor Document Management node, SMS node, SubProcess node, LDAP Query node, SQL Query node, and managing administrative tasks for IPA. 40 Hours Partners,Customers,Employees
Landmark Technology: Administering Landmark Foundation - Instructor-Led Training This course covers the technical fundamentals of the Landmark v11 system and applications, providing Landmark administrators with essential knowledge for effective implementation and maintenance. It explores the Landmark platform, its architecture, and key components, including administrative tools and directory structure. The course details how to access Landmark applications and administrative tools through various interfaces, manage and monitor servers using the Landmark Grid, and navigate the directory structure to locate important files. It also covers database management, async queue setup, troubleshooting, user administration, security configuration, process automation with IPA, embedded analytics, and updating Landmark. New features and enhancements in the v11 release, such as upgrade considerations, server environment changes, database and security updates, and IPA changes, are included. 40 Hours Partners,Customers,Employees
Lawson Technology: Designing and Administering Lawson Processes Using Infor Process Automation - 2 Day Supplemental Course - Instructor-Led Training This course covers the design and administration of business processes using Infor Process Automation (IPA) within the Lawson System Foundation (LSF) environment. Participants will gain hands-on experience with IPA tools to automate, control, and measure business processes that span systems, people, and applications. The course explores the architecture and deployment options of IPA, integration with other systems, and the use of LSF activity nodes. Learners will build processes using Resource Update and Infor Lawson Query nodes, manage tasks with proxy users, and design approval workflows. Additional topics include enabling services, configuring triggers, and utilizing the Lawson Form Transaction node for business processes. The course is tailored for Lawson application customers, focusing on real-world scenarios and exercises to reinforce key concepts. By the end, participants will be equipped to create, modify, and manage automated business processes in the Infor Lawson environment, ensuring efficient workflow automation and process management across the enterprise. 16 Hours Partners,Customers,Employees
Landmark Technology: Administering Async - Instructor-Led Training This course covers the Landmark Technology Administering Async framework, providing a comprehensive understanding of background execution processing for Landmark v11 systems. It explores the architecture of the Async framework, queue management, and the mapping of transactions to queues. Participants will learn how to monitor, troubleshoot, and maintain Async triggers, including best practices for handling application failures and misfires. The course details the use of Landmark administrative tools, the Async Administrator application, and the configuration of notification and queue group management. Through practical exercises, learners will gain hands-on experience in creating, scheduling, and managing jobs and reports, as well as resolving common issues in Async processing. The course is designed for application, system, and security administrators, support consultants, and partner consultants, equipping them with the skills to optimize Landmark Async operations and ensure reliable background processing. 08 Hours Partners,Customers,Employees
Lawson Technology: Designing and Administering Lawson Processes Using Infor Process Automation - 5 Day Full Course - Instructor-Led Training This course covers the design, administration, and monitoring of business processes using Infor Process Automation (IPA) for Lawson applications. Participants gain hands-on experience with Infor Process Server, Process Designer, and Process Server Administrator to create, modify, and maintain business processes. The course explores IPA architecture, activity nodes, process creation, user configuration, requisition approval flows, service enablement, and integration with other systems. Learners build processes for querying and updating resources, scheduling, file access, web services, and more. 40 Hours Partners,Customers,Employees
Landmark Technology: Designing and Administering Processes Using Infor Process Automation for the Cloud - Instructor-Led Training This course covers hands-on experience using Infor Process Server, Infor Process Designer, and Infor Ming.le to monitor and maintain Infor Process Automation (IPA), create and modify business processes, and access routed work in the Inbasket. It introduces the function and integration of IPA with other Infor systems, details the architecture and deployment platforms, and explains the use of activity nodes, administrative interfaces, and configuration sets. The course guides participants through designing processes with Infor Process Designer, building processes using variables, and managing Landmark transaction nodes. It also covers user action processes, modifying delivered Landmark processes, scheduling, and filtering processes by dates. Additional topics include the use of Data Iterator and File Access nodes, channels, XML and JSON nodes, web services, encryption, Landmark Admin node, Infor Document Management node, SMS node, SubProcess node, LDAP Query node, SQL Query node, and managing administrative tasks for IPA. 40 Hours Partners,Customers,Employees
Financials & Supply Management: Applications Foundation - Instructor-Led Training This course covers a foundational overview of the key business applications and processes used in Financials & Supply Management (FSM). The course introduces business processes, application functionality, how applications work together, and setup considerations. It also provides an overview of technology, security, and business process tools such as Infor Process Automation, Infor Spreadsheet Designer, and Configuration Console. Financial Reporting is included, and learners will explore integration paths, application features, and the role of FSM in supporting enterprise decision-making. The course emphasizes the importance of understanding both Financials and Supply Management applications, their integration, and the use of tools for reporting and analysis. Participants will gain insight into procurement, contract management, payables, inventory, and receivables, as well as the setup and navigation of the OS Portal. The course prepares users to optimize FSM environments and leverage business process tools for effective reporting and management. 32 Hours Partners,Customers,Employees
Landmark Technology: Using Spreadsheet Designer for Microsoft Excel - Instructor-Led Training This course covers the use of Infor Spreadsheet Designer (ISD) for Microsoft Excel to access Landmark application data, query, upload, and update information via business classes, and leverage Report Anywhere concepts. Participants learn to create basic and advanced queries, apply filters, and use comparative operators. The course details mapping, key features, and system requirements, including controlling access and security. It explains how data moves between ISD and Excel, and provides step-by-step guidance for uploading single and multiple spreadsheets, linking worksheets, and validating results. The workbook includes practical exercises for human resources, financials, and supply management, emphasizing the importance of correct data preparation and batch upload options. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Grant Accounting - Instructor-Led Training This course covers the configuration and administration of Grant Accounting within Financials & Supply Management. It guides learners through the setup, processing, and monitoring of grant-related data and transactions, including the grant process life cycle from project development to award closeout. The course details integration with other Infor applications such as Global Ledger, Project Ledger, and Project Invoicing and Revenue, and explains the setup requirements for these applications. Learners will explore security roles, the Projects consolidated webapp, and the Industry Process Catalog (IPC) business processes. The course also covers project prerequisites, project creation, funding setup, contract definition, invoice processing, budget setup, encumbrance processing, labor distribution, effort reporting, and generating reports for grant-related data. Additionally, it provides guidance on viewing grant project transactions from other systems and understanding the organizational structure, dimensions, hierarchies, and reporting basis required for effective grant accounting. 24 Hours Partners,Customers,Employees
Landmark Technology: Configuring and Administering Infor OS Security - Instructor-Led Training This course covers configuring and administering security using Infor Federation Services (IFS) within the Landmark technology platform. It explores the integration of IFS with applications such as Financials & Supply Management and HR Talent, highlighting the similarities in processes when integrating IFS with other Infor applications. The course details the Identity Provider (IdP) integration process, including examples of IdP integration. Learners will gain an understanding of the technical components of Infor OS Security, including authentication, authorization, and user management for cloud, hybrid, and on-premises installations. The course examines the features and functions of the OS Portal, including navigation, administration, and access to applications based on security configurations. It also covers the use of the Security tab, the IFS security application, and the management of user permissions and security roles. 08 Hours Partners,Customers,Employees
Landmark Technology: Administering Landmark Security - Instructor-Led Training This course covers the technical fundamentals required for administering Landmark Security across all deployments and Landmark applications. It explores the structure of security, the use of administrative tools, and the management of actors, identities, roles, and security classes with rule writing. The course provides detailed guidance on the Landmark Security application and architecture, including key pairs for encryption, and explains the relationship between roles, rules, and security classes. Participants will learn about the Landmark authorization model, security setup and enablement, and the process for creating and assigning roles and security classes. The course also addresses user management, actor context, and the use of Infor Federation Services for maintaining actors. Additional topics include the use of Landmark Administration Console, security utilities, Change Management, user proxies, and troubleshooting common security issues. The course is designed for all Landmark applications, including FSM, HR Talent, and Base (GEN), and emphasizes real-time configurability and the use of Landmark Pattern Language for security instructions. 32 Hours Partners,Customers,Employees
FSM: Case Study for Healthcare - Supply Management - Instructor-Led Training This Case Study is a further in-depth examination of the core business process and its configurations relating to the Healthcare industry. This case study is to test the user has a deep understanding and is ready to implement our key solutions to our customers. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 40 Hours Partners,Employees
FSM: Configuring CloudSuite Healthcare - Source to Settle Workshop - Instructor-Led Training The Source to Settle Workshop for the Healthcare Industry will cover the process configurations and use case scenarios for Strategic Sourcing and Contract Management, Supplier and Vendor creation/maintenance, Requisitioning and Purchasing. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 40 Hours Partners,Employees
FSM: Configuring CloudSuite Healthcare - Plan to Inventory Workshop - Instructor-Led Training The Plan to Inventory Workshop for the Healthcare Industry will cover the process configuration and use case scenarios for Inventory Control, Item Lifecycle Management, Point of Use. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 36 Hours Partners,Employees
FSM: Configuring CloudSuite Healthcare - Reconciliation to Close Supply Management Workshop - Instructor-Led Training The Reconciliation to Close Supply Management Workshop for the Healthcare Industry will cover the process configuration and use case scenarios for closing the supply chain modules within FSM. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 04 Hours Partners,Employees
Landmark Technology: Designing and Administering Configuration Console - Instructor-Led Training This course covers the administration and configuration of the Infor Landmark Technology Configuration Console. It introduces the Landmark Pattern Language (LPL) and explains the differences between configurations and personalizations. The course guides learners through making application user interface configurations, business logic configurations, and data area configurations. It also covers security class configurations and demonstrates how to create and manage Landmark application business reports. Learners will gain practical skills in navigating the Configuration Console, accessing application and security configurations, and using tools such as the LPL Viewer and Change Management. The course includes best practices for configuration development, testing, and troubleshooting, as well as guidance on exporting and importing configurations. 40 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Using Contract Management - Instructor-Led Training This course covers the setup, configuration, administration, process, and management of vendors and contracts in Contract Management within Financials and Supply Management. It guides learners through navigating the user interface, understanding security basics relevant to Contract Management, and performing primary, administrative, and shared setup of key components. The course details vendor and supplier setup, explores multiple methods for creating and processing contracts, and explains contract approval process flows. Learners will configure pricing and rebates, manage cost defaulting, and utilize contract utilities. Additional hands-on exercises include setting up subcontractors, approving contracts with redlining documents, creating contracts from interviews, setting milestones and deliverables, and maintaining supplier performance. 32 Hours Partners,Customers,Employees
Landmark Technology: Configuration Console Advanced Topics - Using Landmark Pattern Language (LPL) (OM) - Instructor-Led Training This course covers the fundamentals of Landmark Pattern Language (LPL), a proprietary specification language that applies programmatic patterns to business applications. It examines how to utilize the LPL Editor within the Configuration Console Web Application to configure business classes, fields, and actions in Landmark applications, as well as modify user interface elements such as menus, pages, forms, and lists. Participants explore the purpose, benefits, and basic syntax of LPL, including how to access and navigate LPL code through the Configuration Console. The course explains Landmark ontology concepts, object relationships, and the affordance structure that defines how business classes and key fields interrelate. It demonstrates how to configure delivered business classes, create user business classes from scratch, and define various types of user fields including persistent, transient, conditional, compute, and derived fields. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Foundation Differences to Lawson - Instructor-Led Training This course covers an overview of the technological side of Financials & Supply Management. This course covers navigation of the user interfaces (UI) and differences to Lawson v10 in the technology and the business process tools such as Configuration Console, Infor Spreadsheet Designer, Infor Process Automation, and Reporting. Course Agenda: Financials & Supply Management: Course Description for Foundation Differences to Lawson Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 16 Hours Customers
Financials & Supply Management: Technology Foundation - Instructor-Led Training This course covers the foundational technologies that underpin Financials & Supply Management (FSM) solutions, focusing on the Infor Operating Services (OS) platform and its shared services. Participants will explore the architecture and components of Infor OS, including user experience, security, integration, and data management. The course delves into navigation of user interfaces, the Landmark Technology Runtime, and the principles behind the Landmark Pattern Language (LPL). Learners will gain insights into security structures, configuration options, and embedded reporting features. Additional topics include the use of Infor Spreadsheet Designer, financial reporting, analytics, and process automation. Through practical exercises and conceptual overviews, the course prepares users to effectively manage, configure, and utilize FSM technology environments 16 Hours Partners,Customers,Employees
Landmark Technology: Administering Landmark Foundation for the Cloud - Instructor-Led Training This course covers the technical fundamentals of the Landmark system and applications deployed in the Infor Cloud. It provides Landmark administrators with comprehensive knowledge about the platform, including its architecture, multi-tiered and multi-tenant design, and the key components and categories that form its foundation. The course details how to access and use Landmark applications and administrative tools through various interfaces, and explains the use of Landmark Pattern Language (LPL) for application development. Participants will learn about the Landmark database, data areas, and utilities, as well as the administration of async queues and troubleshooting techniques. The curriculum also covers user and security administration, configuration using the Landmark Configuration Console, and automating processes with Infor Process Automation (IPA). Embedded analytics and their relationship to financial reporting are discussed, with practical exercises and demonstrations provided throughout to reinforce learning. The course is designed to equip administrators with the skills needed for effective implementation, maintenance, and security management of Landmark in a cloud environment, ensuring they can support both day-to-day operations and strategic initiatives. 32 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Lease Accounting (OM) - Instructor-Led Training This course covers the Lease Accounting application, including its key features, supported guideline standards such as ASC 842, GASB 87, GASB 96, SFFAS 54, and IFRS 16, and the main process flows. The course explains how Lease Accounting integrates with other FSM applications, including Global Ledger, Payables, Receivables, Asset Accounting, Project Ledger, and external systems. It identifies the setup requirements, including prerequisites to Lease Accounting, Finance Enterprise Group configuration, optional setup tasks, system controls, lease rate tables, and interest calculation. The course explains how to classify leases as operating, finance, or short-term, and describes the process of creating leases, defining payment information, and configuring subleases. It demonstrates the lease processing tasks such as invoice creation, invoice approval, interest calculation, accounting entries, and mass conversion of short and long-term liability accounts. The course explains the period close tasks, including additional processing and purging leases. It summarizes the reports used in Lease Accounting for processing and inquiry purposes. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Matching - Instructor-Led Training This course covers the setup, configuration, administration, and transaction processing in Matching within Financials & Supply Management. It provides a comprehensive overview of Matching functionality, including integration with other FSM applications such as Global Ledger, Payables, Asset Accounting, Inventory Control, Purchasing, Project Ledger, Contract Management, and Tax/Terms. The course details the main processes of Matching, such as setup, entering and matching invoices, and additional matching processes. It explains the types of matching available, including two-way, three-way, and four-way match, and discusses the business considerations for implementing Matching. Participants will learn about the flexibility in entering invoices, streamlining reconciliation processes, and messaging. The course also covers the Industry Process Catalog (IPC) and its relevance to Matching, as well as the organizational structure and account assignments necessary for effective Matching setup. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Global Ledger (OM) - Instructor-led Training This course covers how to configure, administer, and process transactions in Global Ledger within Financials and Supply Management (FSM). It provides an overview of Global Ledger, including its role as the core financial solution and central repository for data from other FSM applications. Participants describe the functions of Global Ledger, explain how it interfaces with subledgers such as Allocations, Budgeting, Currency, and other FSM solutions, and identify enterprise structure setup requirements. The course examines finance enterprise group (FEG) concepts, including global financial settings, currency setup, dimensions and hierarchies, ledgers, chart of accounts, calendars, reporting requirements, and close configuration. Participants describe how to set up finance enterprise groups by configuring currency codes, enterprise and entity level definitions, accounting entities, accounts, subaccounts, dimension structures, and account regular expressions. The course also explains currency processing, including multi-currency transactions, currency revaluation, and translation. Additionally, participants explain how to process journals, including creating, maintaining, releasing, and posting journal entries. The course identifies closing activities such as closing recurring journal periods, running currency revaluation and translation, closing periods and ledgers, and explains inquiries and maintenance activities for Global Ledger. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Purchasing - Instructor-Led Training This course covers administrative tasks such as setting up buyer groups and terms, and functional procedures such as creating, issuing, and managing purchase orders using various methods. The course also covers receiving and processing orders, reconciling receipts, handling vendor returns, and defining billing options with Bill Codes. Period closing and reporting are addressed, along with embedded analytics and business intelligence. Participants will learn to utilize procurement templates, manage vendor contracts, and optimize purchasing compliance and inventory. The course provides practical exercises for setting up procurement groups, configuring companies, and leveraging document management for purchasing documents. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Item Lifecycle Management - Instructor-Led Training This course covers how to process and manage recall notices, safety notices, and device corrections received by your organization using Item Lifecycle Management. You will learn to capture item lifecycle notices, create tasks and notices for individuals responsible for notices, and generate information for FDA compliance and risk management audits. The course details the process of configuring Item Lifecycle Management, including user roles, workflow steps, and required data elements. It explains how to create notices using various options, administer notices by running product transaction queries, and process and close notices. You will also learn to process new item proposals and trial items, and utilize reports, tools, and utilities to monitor and analyze notices and tasks. The course provides practical exercises and demonstrations to reinforce learning, covering the setup of item lifecycle management groups, users, organizations, domains, task instructions, notice types, and action reasons. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Payables - Instructor-Led Training This course covers configuring, administering, and processing transactions in Payables. It guides learners through the setup and integration of Payables with other FSM applications, including Global Ledger, Cash Management, and Vendor Structure. The course details the processes for invoice entry, payment processing, and approval workflows, emphasizing automation and accuracy. Learners will explore the creation and management of pay groups, vendor records, and payment codes, as well as the customization of invoice routing using Infor Process Automation. The course also addresses tax setup, payment terms, and reporting, ensuring compliance and efficient financial operations. Troubleshooting techniques and system controls are included to help maintain data integrity and streamline operations. By the end, participants will understand how to optimize Payables for their organization, leveraging FSM’s robust features for financial management and reporting. 32 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Receivables - Instructor-Led Training This course covers the setup, configuration, and administration of Financials & Supply Management (FSM) Receivables. Participants learn how Receivables integrates with other FSM applications and review the prerequisites required for successful processing, including Global Ledger, Currency, Cash Management, and Terms setup. The course covers customer group and company configuration, finance charges, process levels, receivables codes, and customer setup. Participants also learn how to create and maintain transactions, process payments, apply cash, manage electronic funds transfers (EFT), perform automatic applications, maintain cash applications, create chargebacks and return-to-maker transactions, review credit and aging information, complete period-end processing, generate reports, and use the Billing and Receivables Portal. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Billing - Instructor-Led Training This course covers how to set up a Billing Company, set up item pricing, create invoices, create and process recurring invoices, print and update invoices, and close the billing period. It also explains billing adjustments. The course details the processes and roles involved in managing billing operations within the Billing application, including configuration of billing companies, process levels, invoice types, and reason codes. It describes the relationship between item pricing and inventory, and provides guidance on creating, maintaining, and managing invoices and billing adjustments. The course includes instructions for setting up and creating recurring invoices, printing and updating invoices to ensure accurate data reflection in the Global Ledger, Project Accounting, and Accounts Receivable systems, and closing the billing period. The course also covers the integration of billing with other financial and supply management processes, and emphasizes best practices for period closing and record updates. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Requisitioning - Instructor-Led Training This course covers requisitioning features and setup processes for effectively managing your organization’s requisition activities. It includes configuring requisitioning structures, establishing requester and requesting locations, and defining approval levels. The course demonstrates how to create requisitions manually and through Requisition Self Service, outlines the use of catalog searches, templates, and Punchout vendors, and details replenishment of cart/par locations. Participants will apply system configuration for requisitions, identify item types, describe cost override procedures, and evaluate requisitioning rules. The course also explains automation for requisition approvals, describes batch and online allocation methods, and demonstrates processing requisitions through inventory and vendor channels. Learners will summarize requisitioning integration with other Infor solutions and analyze user roles and navigation features within the application. The course prepares participants to configure, create, approve, and process requisitions using Financials & Supply Management. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Close Management - Instructor-Led Training This course covers the automated task-based system in FSM for managing checklist-based workflows, including financial close cycles. It details how to configure and administer Close Management, schedule, monitor, and manage close processes across an organization, assign and track tasks, and maintain supporting documentation. The course demonstrates how to define and schedule close processes, create and assign work tasks and approvals, and utilize reporting tools for performance analysis. Participants will describe the setup of system calendars, period groups, and approval codes, configure teams and resources, and analyze workflow components. The course also explains the roles associated with Close Management, the flow of activities in a close process, and the integration of supporting documentation and audit trails. Learners will apply guidelines for scheduling, task assignment, and process management to ensure compliance and efficiency in financial operations. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Administering Project Ledger - Instructor-Led Training This course covers how to administer and maintain projects in Project Ledger. It addresses configuring new projects, processing transactions for comprehensive project accounting, and generating reports for project performance. Participants will describe the functionalities of Project Ledger, identify prerequisite tasks for project setup, set up project structures and hierarchies, assign employees to projects, and maintain project data. The course enables learners to explain the integration of Project Ledger with Global Ledger, configure accounts and structure relations, process journal entries, and evaluate project reports. Learners will demonstrate the use of reporting tools, analyze project performance, and apply best practices for project maintenance and financial management. The course prepares participants to configure, manage, and report on projects using Project Ledger, ensuring compliance with organizational and accounting standards. It emphasizes measurable actions such as describing, identifying, setting up, assigning, maintaining, processing, and evaluating throughout the project lifecycle. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Project Invoicing and Revenue - Instructor-Led Training This course covers the setup, configuration, and administration of Project Invoicing and Revenue in Financials & Supply Management (FSM). Participants learn how Project Invoicing and Revenue integrates with Global Ledger, Project Ledger, and other FSM applications, and how the Consolidated Projects webapp supports project management activities. The course also introduces the Industry Process Catalog (IPC) framework and its relationship to project financial workflows. The course covers configuring prerequisites, projects, contracts, funding, and related financial structures required for project billing and revenue management. Participants also learn how to process project transactions, generate and journalize invoices, recognize contract revenue, and create project-related journal entries. The course covers reviewing projects, transactions, and invoices, and maintaining Project Invoicing and Revenue processes and administration 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Inventory Control - Instructor-Led Training This course covers skills and knowledge necessary to define items and manage inventory using the Financials & Supply Management Inventory Control application. Participants will describe the functions of the FSM application, explain integration points between FSM processes and Inventory Control, configure Inventory Control settings, set up items and item locations, create inventory transactions, replenish inventory, conduct physical inventory, configure and replenish cart/par locations, explain the process for closing inventory control periods, and evaluate inventory reports. The course emphasizes the application of business decisions in setup, integration dependencies, organizational structure, and inventory codes. Learners will demonstrate the ability to manage inventory locations, apply multiple replenishment and costing methods, and maintain compliance with tracking and reporting requirements. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Reconciliation Management - Instructor-Led Training This course covers how to effectively manage and perform account reconciliations to ensure the quality and accuracy of financial statements. Participants will describe the benefits of Reconciliation Management for streamlining, optimizing performance, and reducing financial risks. They will explain the purpose of Reconciliation Management in achieving financial data accuracy, identify how its benefits improve financial process efficiency, and describe integration with other FSM applications for seamless data management. Learners will explain the tasks performed by security roles in Reconciliation Management that contribute to accurate account reconciliations, identify the purpose of the consolidated Reconciliation webapp in organizing reconciliation tasks, and explain the purpose of the actor and actor context to demonstrate how user assignments and contexts ensure secure workflows. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Cash Management - Instructor-Led Training This course covers bank administration, transaction processing, importing and reconciling bank statements, forecasting, and fee analysis. Participants describe the key features and benefits of Cash Management, explain the process flow, and summarize integration with other Infor and third-party solutions. The course guides learners to configure banking structures, establish currency codes and exchange rates, set up global ledger companies, and define posting accounts. Attendees apply setup tasks for banking institutions, create relationships between companies and cash codes, and define bank transactions and payment types. The course enables users to interface and import data, reconcile payments, accounts receivable, and other bank transactions, record fund transfers, and create cash receipts. Learners demonstrate releasing transactions for posting, updating bank account balances, and generating reports for transaction history, cash receipt deposits, fund transfers, and cash ledger transactions. The course prepares participants to access and evaluate current and alternate bank account balances, specific transaction types, and reporting features within Cash Management. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Strategic Sourcing - Instructor-Led Training This course covers the Strategic Sourcing module within Infor Financials & Supply Management (FSM), focusing on configuring, administering, and integrating the application with procurement processes. Participants will describe the module’s role in simplifying supplier engagement, apply setup requirements to streamline sourcing, and demonstrate event creation and management. The course explains supplier registration, vendor record creation, and event processing options, and analyzes integration with contracts and reporting. Learners will configure supplier groups, sourcing groups, and companies, and evaluate the impact of consolidated web apps and navigation features. The course prepares users to generate and analyze sourcing reports, optimize sourcing decisions, and maintain compliance with industry best practices. It also covers the relationship between supplier groups, sourcing groups, and companies, and the mapping of data across FSM applications. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Global Ledger Allocations (OM) - Instructor-led Training This course provides a comprehensive, hands-on learning experience for configuring and administering Global Ledger allocations within Infor Financials & Supply Management (FSM). Learners gain the skills needed to design, calculate, and journalize allocations that automatically distribute posted balances across accounts, dimensions, and companies—improving accuracy, consistency, and efficiency in financial operations. Through a structured learning journey aligned to Record to Report best practices and the Industry Process Catalog (IPC), participants progress from foundational allocation concepts to advanced, multi-dimensional allocation scenarios. By the end of the course, learners will be equipped to configure allocation controls, build basic and multi-line allocations, leverage custom totals and compute statements, and allocate amounts across multiple dimensions and companies in the Global Ledger. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Asset Accounting (OM) - Instructor-Led Training This course covers how to configure and administer the Asset Accounting application within Financials & Supply Management (FSM). It explains Asset Accounting functions and features that support asset lifecycle management, including setup, processing, and reporting activities. Participants identify the required setup elements such as asset companies, books, calendars, locations, divisions, account groups, asset types, and asset dimension groups needed for accurate configuration. The course describes how to define processing parameters including asset templates, depreciation and valuation methods, depreciation allocation, and asset groups and book groups. It demonstrates methods to add assets manually, using templates, and through leased asset processes, as well as explains interface options between Asset Accounting and other Infor solutions for integrated asset creation. The course also covers how to adjust existing assets, apply asset transfer options for individual and multiple assets, and execute disposal and review processes. 16 Hours Partners,Customers,Employees
Infor U SkillBuilder: Item Lifecycles Deep Dive - Understanding Item Trials and the Replacement Process - Instructor-Led Training This advanced hands-on lab provides an in-depth exploration of Item Lifecycle Management, with a focused examination of item trails and the replacement item process. Participants will gain a clear understanding of how items progress from creation through modification, obsolescence, and replacement—and how each stage is accurately tracked and maintained within the system. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 1.50 Hours Customers
Infor U SkillBuilder: Maintaining Your Organization's Landmark Pattern Language Repository After an Infor Release - Instructor-Led Training This session will explore the Configuration Console Version History feature as well as the Compare Against Base option. The lab experience will focus on using Configuration Console tools to keep your repository objects up to date with the Infor release changes that have been applied. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 1.50 Hours Customers
Infor U SkillBuilder: Sourcing Event Creation Process - Instructor-Led Training Discover how Strategic Sourcing enables organizations to optimize costs, streamline manual processes, and enhance the management of procurement activities. In this interactive lab, you will engage in multiple roles to gain practical experience: - As a sourcing manager, you will create a bidding event for a construction project. - As a supplier, you will respond to the bidding event by submitting proposals. - Finally, as the sourcing manager, you will analyze the submitted bids and select the most advantageous offer. This hands-on approach provides a comprehensive understanding of the end-to-end Strategic Sourcing process, empowering you to make informed procurement decisions. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 1.50 Hours Customers
Infor U SkillBuilder: Using the NEW Infor Spreadsheet Designer (ISD) Tool - Instructor-Led Training Explore the NEW Infor Spreadsheet Designer tool. Be able to create queries on a business class and related business class, plus complex filtering options. As well as explore the new tool for updating and uploading data. Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 1.50 Hours Customers

eLearning

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Course Name Course Description Course Duration Course Audience
Lawson: Introduction to Using Microsoft Add-Ins Upload Wizard This course covers key uses of the Infor Lawson Upload Wizard, methods for uploading data, and steps for uploading data. This training is for version(s) : 10.0.x and all previous versions. 01 Hours Partners,Customers,Employees
Lawson: Using Microsoft Office Add-Ins - Advanced This course explores advanced techniques to upload and query Infor Lawson data using Lawson Advanced Microsoft Office Add-Ins. This training is for version(s): 10.0.x and all previous versions. 01 Hours Partners,Customers,Employees
Lawson: Introduction to Spreadsheet Designer for Microsoft Excel This eLearning course highlights the value and usage of Infor Lawson Spreadsheet Designer. Use this tool to mass upload or change data in your Landmark applications. 0.25 Hours Partners,Customers,Employees
Lawson: Using Project and Activity Accounting This course provides an overview of the setup requirements to define activity structure for Project and Activity Accounting. 01 Hours Partners,Customers,Employees
Lawson: Automating User Creation with IPA from Source File This course provides an overview of the automating user creation process with Infor Process Automation (IPA) using Source File as the source. 0.25 Hours Partners,Customers,Employees
Lawson: Fast and Convenient with Infor Lawson Mobile Assets Fast and Convenient with Infor Lawson Mobile Assets helps organizations quickly look up assets, perform inventory, and update asset information through mobile devices. This mobile application provides mapping of locations and barcode scanning for easier inventory and higher accuracy. With its enhanced user experience and centralized Lawson security, Mobile Assets makes accessing your asset information faster and easier. 0.25 Hours Partners,Customers,Employees
Lawson: Introduction to Smart Office This course introduces the purpose, benefits, and functionality of Smart Office for Lawson. The course covers navigation and personalization of the Smart Office interface, as well as its use as a tool for increasing efficiency in querying. This training is for version(s): 10.1.1 and all previous versions. 01 Hours Partners,Customers,Employees
Lawson: Configuration Console Introduction This course covers an overview of the Configuration Console for Infor Landmark applications. This training is for version(s): Infor Landmark 10.x.x and all previous versions. 01 Hours Partners,Customers,Employees
Lawson: Infor Process Automation Introduction This course covers a high level overview of Infor Process Automation, including what it is, what it does, and how organizations will use it. This training is for version(s): Infor Lawson 10.x.x and all previous versions. 01 Hours Partners,Customers,Employees
Financials & Supply Management: Purchasing Application Overview for Healthcare Infor Financials & Supply Management (FSM) delivers end-to-end purchasing capabilities with our prescriptive design. This course will familiarize you with the purchasing application and the key concepts of the solution. 0.75 Hours Customers,Employees
Lawson: Designing for Performance with Infor Process Automation This course covers process, server, and performance tuning for Infor Process Automation. This training is for version 10. 01 Hours Partners,Customers,Employees
Infor: Exploring Enterprise Reporting and Analytics This course examines the broad range of reporting and analytics tools available to Infor customers and explains which are appropriate for specific reporting needs and requirements. 0.50 Hours Partners,Customers,Employees
Lawson HRM: Absence Management Introduction This course provides a basic overview of Absence Management for Lawson HRM. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: IDM Templates Introduction This training introduces Infor Document Management (IDM) templates for Infor Financials & Supply Management (FSM). 0.25 Hours Partners,Customers,Employees
Financials & Supply Management: Implementing IDM Templates This course covers concepts and activities for implementing Infor Document Management IDM templates for Infor Financials & Supply Management (Infor FSM). Course topics cover pre-implementation tasks, predelivered IDM templates, and installing the IDM template Microsoft Word add-in to create and customize templates. This course also covers how to configure IDM Enterprise Print. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Using IDM Templates This course provides details on how to use Infor Document Management (IDM) templates in the Financials & Supply Management (FSM) applications. 01 Hours Partners,Customers,Employees
Financials & Supply Management: EDI Exchange Navigation and Setup This eLearning course covers the purpose and benefits of EDI, the navigation of the EDI user interface by role, and the setup for outbound and inbound transactions. 01 Hours Partners,Customers,Employees
Lawson: Integrating Infor Products with Microsoft ADFS Using Azure AD This session will provide the audience information and the steps necessary to integrate Infor products with Microsoft ADFS using Azure AD as Identity Provider. 0.50 Hours Partners,Customers,Employees
Lawson: Integrating Infor Products with Microsoft ADFS Using PingFederate This session will provide the audience information and the steps necessary to integrate Infor products with Microsoft ADFS using PingFederate as Identity Provider. 0.50 Hours Partners,Customers,Employees
Mobile Supply Chain Management: Field Enablement August 2020 Overview Review of recent announcements related to: 1) MSCM v10 End of Mainstream Maintenance 2) Windows Handheld End of Enhancement Support Notice 0.50 Hours Partners,Employees
Lawson: v10 What's New in Lease Management Overview Review of new accounting rules for long term operating leases Review and compare current rules with new rules and walk through differences in processing 01 Hours Partners,Customers,Employees
Lawson: v10 Supply Management Enhancements for Q2 2021 Overview Overview of enhancements for Supply Chain for Q1 2021 02 Hours Partners,Customers,Employees
Lawson: v10.1.0 User Experience Overview The Infor Lawson User Experience 10.1.0 video series includes: Part 1: Navigation and Landing Page Part 2: Themes and Personalization Part 3: Improved Forms and Caching Part 4: Drills and Hotkeys Part 5: Shrink Forms to Fit on Screen Part 6: Enhanced Navigation Part 7: Ease of Use Part 8: Role Defined Default User Options Part 9: Save Custom Created List Views Part 10: Tab Groups 01 Hours Partners,Customers,Employees
CloudSuite Financials: Reporting and Analytics Solution Overview Overview of reporting and analytics capabilities in the Infor CloudSuite Financials & Supply Management solution. BI architecture and integration to Landmark Technology. Information on pre-packaged and delivered content available to customers - List views, embedded charts, analytic widgets and reports, and standard application reports. Overview of Infor BI Dashboard, Self Service, Infor Office Plus and Infor Spreadsheet Designer. Deployment differences. How to best leverage BI Self Service and personalize an existing report or create new reports. 1.50 Hours Partners,Employees
Infor CSF: Financials Differences Review of key differences in CloudSuite Financialsfrom Infor Lawson 10. 01 Hours Partners,Employees
CloudSuite Financials: Integrating IDM Overview of Integration of CloudSuite Financials & Supply Management to Infor Document Management including demo 01 Hours Partners,Employees
Lawson: Replicating Sets and Infor Messaging Services for Landmark Runtime Technology Overview of Replication Sets and Infor Messaging Services as used by application 01 Hours Partners,Customers,Employees
CloudSuite Supply Management: v11.0.1 Monthly Enablement Series Overview Monthly enablement sessions covering What's New in Supply Management 01 Hours Partners,Employees
Lawson Technology: v11.0.6 What's New in Landmark Runtime Technology Overview Agenda: o Infor Rich Client native installation o WebPing added to Landmark Administration Console o Configuration Cache Management utility added to Landmark Administration Console o Actor personalizations and reports can be removed 01 Hours Partners,Employees
Lawson Technology: v11.0.10 What's New in Landmark Runtime Technology Overview Agenda: New Role option for Securable Object Report Disabling incremental data replication Replication set file name parameter key Incorporating language setting from Infor Ming.le in Web UI Suppress distribution 0.75 Hours Partners,Employees
Lawson Technology: v11.0.19 What's New in Landmark Runtime Technology Overview Agenda: Confirmation Message Added Before Replicating Schemas Adding Fields to a Schema Results in an Incremental Replication Confirmation Before Replicating Schemas 0.50 Hours Partners,Employees
Lawson Technology: v11.0.21 What's New in Landmark Runtime Technology Overview ASYNC ENHANCED SCHEDULING & SCHEDULE EXCLUSION LIST INFOR PROCESS AUTOMATION REMOVING ACTIVITY LOGGING LANDMARK REPORTS INCLUDE PAGE BREAKS AFTER LIST DETAILS SECTION 0.75 Hours Partners,Employees
Lawson Technology: v11.0.24 What's New in Landmark Runtime Technology Overview Agenda: User notification warnings for Replication Sets Show why an async request or trigger isn't running Additional diagnostics for the Web Performance Analyzer 0.50 Hours Partners,Employees
Lawson Technology: v11.0.25 What's New in Landmark Runtime Technology Overview Agenda: 1) Overview of Landmark 11.1 for GovCloud 2) Updated user experience for Infor Landmark technologies. 3) Automate additional processing after a Replication Set completes. 0.50 Hours Partners,Employees
Lawson Technology: v11.0.26 What's New in Landmark Runtime Technology Overview Web service changes Solution Definitions New Enhancements Q&A 0.50 Hours Partners,Employees
Landmark: v11.0.30 RT What's New Overview of features in 11.0.30 April 2020 Release 01 Hours Partners,Customers,Employees
Landmark: v11.0.30 RT Functional Configuration Changes Overview of Functional Changes in Landmark 11.0.30 April 2020 0.50 Hours Partners,Customers,Employees
Landmark: v11.0.30 RT Technical Configuration Changes Overview of Technical Configuration Changes with Landmark 11.0.30 April 2020 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.0 RT What's New with Requisition Self Service What's New with Requisition Self Service and Infor Go 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.68 RT What's New in Project Ledger Overview of Project Ledger Enhancements 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.68 RT What's New for Item Master Overview of new fields in the Item Master with 11.0.68 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.69 RT EDI Changes - Product Use Overview of new EDI features in v11.0.69 June 2020 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.8.1 RT Birst Analytics - Product Use Overview of new features with CloudSuite Financials & Supply Management Analytics & Birst 11.0.8.1 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.70 RT Warehouse Location Rule - Product Use Learning Objectives Understand the new company field on the Warehouse Location Rule for cross company ordering Understand assigning the Warehouse Location Rule to a Requesting Location Understand the new alerts on requisitioning when a Warehouse Location rule is linked to a requesting location 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.8.1 RT (Customer) Birst Analytics Overview - Product Use 4 part Customer Training on CloudSuite Financials & Supply Management Analytics & Birst 11.0.8.1 (July 2020)Administrator & Developers Overview SecurityFinancials - UserSupply Management - UsersAdministrator Part 2 ExtensibilityCustomizations Performance 5.50 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.71 RT Asset Disposals Report - Product Use Overview of new features for asset disposal reports 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.71 RT Unbilled Project AR and Revenue Forecasting - Product Use Overview of unbilled Project Accounts Receivables and Revenue Forecasting 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.70 RT Budget Change Request - Product Use Overview of updates to Budget Change Request Wizard 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.72 RT Contract Management Attachments- Product Use CloudSuite Supply Management - Contract Management & Strategic Sourcing This course presents information related to the 11.0.72 release for CloudSuite Financials & Supply Management. Understand the difference between an attachment Name and Title How to update the attachment name How searching can be performed against the new field 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.73 RT IDM Vendor Remittance Advice for Non-Check EFT - Product Use This video introduces new functionality within CloudSuite Financials & Supply Management to generate non-check EFT advice using Infor Document Management (IDM). Configure IDM template to generate remittance advice for a non-check EFT. Generate a vendor remittance advice e-mail by utilizing IDM 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.72 RT Account Analysis - Product Use Introduction to new functionality within CloudSuite Financials & Supply Management to generate conduct Account Analysis with alternate dimension Structures and with a Period Range. Utilize alternate Structures and Period Ranges to enhance the experience of conducting an analysis of General Ledger accounts 0.25 Hours Partners,Customers,Employees
Infor Financials & Supply Management: v11.0.73 RT Supplier Portal 4UX Navigation and User Experience Course Description :This course highlights updates to Supplier Portal navigation and interface introduced with SoHo 4UX Supplier Portal 4UX Navigation and User Experience Learning Objectives: Highlight the navigational changes impacted by the 4UX changes ?Review steps needed to successfully navigate and use Supplier Portal as a result of these updates ?Help users prepare to communicate and plan for these changes with their suppliers 0.25 Hours Partners,Customers,Employees
Infor Financials & Supply Management: v11.0.73 RT In-Context Business Intelligence - Product Use Overview of In-Context Business Intelligence (ICBI) which provides contextual and meaningful business intelligence information directly next to the screen of the application. 0.25 Hours Partners,Customers,Employees
Infor Financials & Supply Management: v11.0.73 RT 1099 with IDM Overview of IDM and 1099 Process Flow: Setup Processing Output Demo 01 Hours Partners,Customers,Employees
Infor Financials & Supply Management: v11.0.73 RT Contract Record Images - Product Use Learning Objectives Understand where an image can be entered for a Supplier and Supplier Contract record Benefits of providing a visual aid for supplier records and supplier contract records 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Fax Notifications for Purchase Orders - Product Use Learning Objectives Understand the new configurable fields on the Fax Configuration Understand options available for notification of the fax transmission of Purchase Orders 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Structure Relationships - Product Use Course Description This course details the product use of Structure Relationships to Control Valid Dimension Value Combinations. Learning Objectives How to set up Structure Relations. How the default to functionality works. How the Structure Relations impacts future transactions. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Structure Exceptions - Product Use Course Description This course details the product use of the Structure Exceptions and how they will impact future transactions. Learning Objectives How to set up and use Structure Exceptions. How the Structure Exceptions impact future transactions. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Unscheduled Payments - Product Use Course Description Learn the various methods of recording an invoice that needs to be paid immediately, outside of your normal check run process. Learning Objectives How to mark an invoice for immediate payment. How to group invoices for immediate payment. Review the benefits of processing invoices outside of the routine payment process. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.70 RT Project Billing Revenue Recognition - Product Use Course Description This course details the product use of enhancement CU70, the ability to require invoices to go through an approval, but not Revenue Recognition. This Project Billing course will cover the product use of different Billing and Revenue Recognition Options. Learning Objectives Where to locate (what navigational screen) enhancement CU70 functionality. Explanation of different contract types and setup features, along with a demonstration of options used on a Subscription type contract using an Installment Billing and a Milestone Revenue Method. Contract types; Milestone, Time & Materials, Prepaids and Subscription Setup Options Funding Source Options Different Project Contract 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Close Management - Product Use Course Description This video introduces key features and functionality within Infor Close Management to manage and track close processes to include tracking assignments, re-assignments, task notifications and utilizing analytical dashboards for greater visibility into close processes. Learning Objectives Functional demonstration highlighting close management features to help organizations automate close processes. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Project Invoice Summarization - Product Use Overview of ability to select invoice generation by Posting Project in addition to the existing functionality of invoice generation by Summary Project. Additionally, invoices can be summarized by Billing Override selection (account category) or by Resource. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.73 RT Bank Statement Reconciliation Enhancement - Product Use Course Description This video introduces key features and functionality in Infor Cash Management to enhance the cash reconciliation process for more efficient reconciliations of summarized bank statement transactions Learning Objectives How organizations can benefit from the Cash Management application How to use the enhancement to reconcile summarized bank statement data 0.25 Hours Partners,Customers,Employees
Infor Financials & Supply Management: v11.0.8.2 RT Birst Analytics - Product Use Agenda: Overview Technology Replications Orchestrations MSCM Review 1.50 Hours Partners,Employees
Infor FSM: v11.0.74 RT Integration to Coleman AI - Product Use Course Description This course details the integration between Infor Financials & Supply Management & Infor Coleman AI Platform using Infor Data Lake. This course will NOT cover the detail of Infor CSF, Ming.le Widget SDK, Infor Data Lake or the Infor Coleman AI Platform Learning Objectives Get a basic understanding of the steps in Infor Coleman AI Platform Understand the CSF Example AI solution that is available 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.74 RT Replacement Items in RSS - Product Use Infor Supply Management Replacement items in Requisition Self Service This course presents information related to the 11.0.74 release for Infor Financials & Supply Management. Learning Objectives Understand where a replacement item is defined in Infor Financials & Supply Manage How the requester can view and is notified when a replacement item is active 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.71 RT Invoice Accruals by Fund - Product Use Course Description This course provides demonstrations of the Payables component of Financials and Supply Management, specifically around the Invoice Accrual Reconciliation Report. Learning Objectives Define Payables Accrual rules to represent how your organization requires them. Have full visibility into all accruals made so reconciliation of Payables to General Ledger by Fund is simple and quick. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.74 RT Catchweight Items - Product Use Review enhancements for processing of catchweight items This course provides information related to the 11.0.74 release for Infor Financials & Supply Management Learning Objectives for Catchweight Understand Item Master Setup for Catchweight Items Understand Item Location for Catchweight Items Understand ordering a catchweight item for Requisition Self Service Understand processing of purchase order receipt for catchweight Understand Warehouse processes for catchweight 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.74 RT Indirect Burden Offset Options - Product Use Course Description This course provides demonstrations of the configuration to utilize assignment of Partial instead of Full code block for the Offset Account Finance Structure when defining Indirect Burdens. Learning Objectives Partial code block definition of Indirect Burden Offset Finance Structures. Example showcasing resulting entry 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.8.2 RT (Customer) Birst Analytics - Product Use Agenda: Overview Technology Replications Orchestrations MSCM Review 1.50 Hours Partners,Customers,Employees
Infor FSM: v11.0.75 RT Cash Management Support for CAMT52/CAMT53 - Product Use Review of below: Bank statement import to support CAMT.052 XML format (CU64) Bank Statement Import to support CAMT.053 XML format (CU61) Support ISO Bank Transaction Type Codes from CAMT.053 XML format (CU63) Use the CAMT.053 bank statement to generate AR cash applications from remittance information (CU74) 01 Hours Partners,Customers,Employees
Infor FSM: v11.0.75 RT Contract Pricing for Punchout Items - Product Use Course Agenda: Understand the new feature for setting up contract pricing for punchout items Setting up the contract for the punchout vendor Understand how the requester will view the change in RSS 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.76 RT Inventory Intelligence - Product Use This course provides demonstrations of the Inventory Intelligence and the new application enhancements associated with this release. Learning Objectives Functional demonstrations highlighting new key features in contextual real-to-life scenarios for this release Provide information on how the enhancement is used and a high level understanding of what it does. 2.50 Hours Partners,Customers,Employees
Infor FSM: v11.0.76 RT SoHo 4UX Enhancements for Contract Management - Product Use Understand some of the new SoHo 4 UX uplift performed in Contract Management 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.76 RT EDI Enhancements - Product Use Understand EDI855 Acknowledgement for the PO1 segment and ACK segment Understand EDI855 Acknowledgement for the mapping of ACK06 Understand EDI977 functional acknowledgements for EDI received transactions 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.76 RT Extend Options for Average Daily Balance - Product Use Understand the new options around average daily balance 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.76 RT Multiple Expense/Revenue Distributions - Product Use This course provides demonstrations of the configuration of a Distribution Code on a Recharge Item as well as optional overrides of Expense and Revenue lines on Unreleased documents. Learning Objectives Understand purpose of using Distribution Codes on Recharge Items. Learn how to add/change distribution lines on Unreleased Intercompany Billing documents. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT Service Cost Messaging - Product Use Learning Objectives Setup in the Match Company for Service Contract cost messaging Actions for resolving the cost message 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0 RT Inventory Intelligence March 2021 - Product Use This course provides information related to Inventory Intelligence. Inventory Intelligence (II) leverages transaction history to provide recommendations on inventory and par levels to assist with reduction in unnecessary inventory and to reduce stockouts. Learning Objectives Understand the Replication Sets for Inventory Intelligence Replication Set action Understand the Access Rights for Inventory Intelligence users Global Configuration and filters for the recommendation Engine Rules Scheduling the recommendation engine Reviewing the Recommendations 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT Punchout Vendor Field Mapping - Product Use Learning Objectives Understand the new option for Punchout Vendor Field Mapping 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT New Finance Dimension Functionality - Product Use Learning Objectives New Finance Dimension Functionality 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT New Project Ledger Funding Source - Product Use Learning Objectives New Project Ledger funding source functionality Add ability to select eligible posting projects by funding source 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT Close Management - My Process Dashboard Enhancements - Product Use Course Description This video introduces enhancements made to the Infor Close Management application to enhance the My Processes Dashboard. Learning Objectives How the user experience has been updated to simplify the screen, improve navigation, and filter information. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.77 RT Supplier Portal Enhancements - Product Use Course Description This course presents information related to the CU 77 release for Supplier Portal Learning Objectives Introduce a new feature being added with this release Provide a functional information on how the feature is used and a high level understanding of what it does 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Reconciliation Match Enhancement - Product Use Course Description This video introduces an enhancement made to the Infor Reconciliation Management application to enhance how bank statement transactions can be matched and auto reconciled to Cash Ledger transactions. Learning Objectives How the matching rule definition can be defined to increase the number of transactions that are automatically reconciled. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Charge Back - New Reference Field - Product Use Infor Financials Enable the customer to enter a reference when creating a chargebackagainst an invoice This course presents information related to the 11.0.78 release for Infor Financials & Supply Management Learning Objectives Reference number on Payment Output File Remittance 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Auto Match - New Parameters - Product Use Infor Financials Add parameters to Auto Match This course presents information related to the 11.0.78 release for Infor Financials & Supply Management Learning Objectives Auto Match parameters were enhanced to add the ability to excludevendors and skip new invoices 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Contract Cost Savings - Product Use Infor Supply Management Cost savings on contracts This course presents information related to the 11.0.78 release for Infor Financials & Supply Management. Learning Objectives Using the cost savings report Action to run the report Viewing the impact of the cost change 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Supplier Portal Acknowledgement - Product Use Course Description This course presents information related to the CU 78 release for Supplier Portal Learning Objectives Introduce a new feature being added with this release Provide a functional information on how the feature is used and a high level understanding of what it does 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Purchasing Manual PO Range Enhancement - Product Use Learning Objectives ? Understand the setup for Purchasing Company for the Manual PO Range ? Understand the process to create a Purchase Order using a manual PO Number 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT Requester - DrillAround on Purchase Order Lines - Product Use Learning Objectives Understand the DrillAround options for the Requester Role Purchase Order Dashboard Purchase Order Line Dashboard Requisition Dashboard Requisition Line Dashboard 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT Buyer Interface Errors Visible on Review Messages - Product Use Learning Objectives Review Interface Errors on the Purchasing Manager Role Review Interface Errors on the Application Administrator Role 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT EDI810 Data Substitution for Trading Partners - Product Use Infor FSM: v11.0.79 RT EDI810 Data Substitution for Trading Partners 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT Contracts Restrict Child Contracts From Exceeding Parent Contract Max Amount - Product Use Learning Objectives How child contract lifetime maximum amounts that exceed parent contract max amounts will create an error Viewing a walk through of an example And how to fix the error 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT Enhanced Bank Statement Reconciliation Match Rules - Product Use Course Description This video introduces an enhancement made to the Infor Cash Management application to enhance how bank statement transactions can be matched and auto reconciled to Cash Ledger transactions. Learning Objectives How Cash Management matching has been updated to improve the bank statement to cash management reconciliation process by allowing string or text to be removed from a field 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT Support Credit Memos and Service Contract Invoices in IDM - Product Use Course Description This video introduces an enhancement made to the IDM Capture application to support additional AP invoice types for credit memos and service contract invoices. Learning Objectives How IDM Capture can be used to automatically create credit memos and service contract invoices through Optical Character Recognition (OCR). 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.79 RT New Funding Source Type for Intercompany Billing - Product Use Learning Objectives New Project Ledger funding source functionality 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.78 RT Integration to Paya - Product Use I2 part series - Introduction to Integration of Financials and Supply Management to Paya for AR Payments 02 Hours Partners,Employees
Infor Analytics: v11.0.9 Customer Overview for FSM, HR Talent, and MSCM This course covers the analytics for Infor FSM (Financials & Supply Management) and HR Talent Analytics, focusing on extensibility, customization, and performance optimization. Participants examine a combined analytics content release spanning Financials, Supply Management, Mobile Supply Chain Management, and HR Talent, including industry-specific content for Public Sector and Contract Management. The course explains how to configure Extension Spaces and delivered Business Class Extensions to add user-defined attributes to the Birst Model without modifying standard Model spaces. It demonstrates how to extend Replication Classes, add user-defined fields to Business Classes via Data Lake queries, and configure Scripted Sources within the Prepare and Relate modules of the Modeler. The course also addresses customization techniques and best practices such as copying dashboards and reports, implementing Data Driven Dashboards for personalized home pages, configuring filter usage with parameters and non-parameters in Global Ledger reports, and managing variables and saved expressions. 14 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT Sourcing Best and Final Offer on Bid Event - Product Use Course Description This course presents information related to the CU81 release of Strategic Sourcing Learning Objectives Allow to use Best and Final offer with two-step bid event 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT RSS GL Encumbrance Reference Field - Product Use Learning Objectives Understand the new feature for setting up the Inventory Company and Requester for the GL Encumbrance Field Understand the forms used in RSS for the GL Encumbrance field 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT UOM Inventory Balances Displayed in Different UOMs - Product Use Learning Objectives Understand the new feature for setting up Inventory Control Unit of Measure for Supplemental UOM Understand the Inventory Control views showing supplemental UOMs 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT Labor Distribution Email Notification - Product Use Grant Accounting Added the ability to send labor distribution email notification to employees. This action ensures grantees perform labor distribution and are in compliance with the grantor rules and requests 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT Labor Redistribution for Project Resource Role - Product Use Grant Accounting Created a new IPA flow for redistribute labor for the Project Resource role. This action streamlines the redistribution process 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.80 RT Budget Export Process - Product Use Overview ofa new action Export for Import is added to export budget data from a source scenario and import to another budget scenario 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.1 RT New Infor Ming.le Widgets - Product Use Review of newly available Ming.le widgets 0.50 Hours Partners,Employees
Landmark: v11.0.40-v11.1.9 RT April 2021 (Commercial & IRIS) Whats New Overview of new features for April 2021 release 0.25 Hours Partners,Customers,Employees
Landmark: v11.0.44-v11.1.15 RT Process Indicator - Product Use A review of the process indicator. 0.25 Hours Partners,Customers,Employees
Landmark: v11.0.45-v11.1.16 RT Web Configuration Console - Product Use Overview of the new Web Configuration Console including Security Administration and Change Management 03 Hours Partners,Customers,Employees
Mobile Supply Chain Management: v11.2 Installing Mobile Supply Chain Management Installation Overview for v11.2 including: Pre-installation requirements, a demo of installation upgrading from v11, and a demo of initial installation. 1.25 Hours Partners,Employees
Mobile Supply Chain Management: v11.2 What's New Overview Upgrade from 11.0.1.x and 10.8.1.x Auditing PFP and Issues Kill Quantity Kanban 01 Hours Partners,Employees
Mobile Supply Chain Management: v11.2.1 What's New Overview Review of new features in v11.2.1 September 2019 release 1) User Default Printer Enhancements: Bulk association of locations to a printer Location type association to printer 2) Medical Record Number and Date of Birth Searching Capability 0.50 Hours Partners,Employees
Mobile Supply Chain Management: v11.2.4 What's New Overview Overview of: Loading Unique Device Identifier Items in PO Receiving 0.25 Hours Partners,Customers,Employees
Mobile Supply Chain Management: v11.2.9 RT What's New for Android Devices Overview of new Android Features in 11.2.9 May 2020 release 0.25 Hours Partners,Customers,Employees
Mobile Supply Chain Management: v11.2.9 RT What's New with Handheld Devices Overview of Handheld Compatibility and how to use the Matrix Overview of new Handheld devices 0.25 Hours Partners,Customers,Employees
Mobile Supply Chain Management: v11.2.11 RT Issues, Returns, Dock Logging Defaults for Android - Product Use Overview of enhancements for Issues, Returns, Dock Logging Defaults This session includes information on activating the new functionality. 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.12 RT Demonstrating Whats New Overview of new features in 11.2.12 (August 2020) 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.13.0 RT Demonstrating Whats New Overview of new feature for Handheld Stock on Hand Display 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.14.0 RT Demonstrating Whats New This course provides demonstrations of the MSCM/POU and the new application enhancements associated with this release. Audit Logs in Location Management This new feature allows MSCM administrators to view and monitor configuration changes made in Location Management. 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.15 RT Handheld Inventory Adjustments - Product Use Course Description This course provides demonstrations of the MSCM/POU and the new application enhancements associated with this release. Inventory Adjustments This feature allows the Stock on Hand of items to be easily adjusted while on-the-fly in the Handheld Adjust multiple items Stock on Hand during one transaction Ability to adjust Inventory Tracked items, such as with Serial, Lot, and Bin details Print a report summary of transactions and view on the MSCM Web Application 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.16 RT Android Image Capture - Product Use Image Capture for Delivery Tracking in Android New configuration to enable image capturing in RAD Delivery Configuration New RAD Android settings to setup the default Image Quality and Image Size New option to take photos in the Confirm delivery screen in RAD Delivery of the Android device Viewing of captured images in RAD Tracking 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.17 RT Android Enhancements - Product Use Overview of 2 new features: Update main screen and application icons on Android New icons will replace the current MSCM products icons in the Android application menu and main MSCM screens. Also, the update notification link will now be in notification bell icon placed at the upper right side of the MSCM menu screen. Set toggle to prompt default popup display on the Android This feature will allow users to select to either automatically display the default setting pop-up message or not, when user switches to a different location, company, printer, etc. in RAD, MPC or POU during transactions. 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.17 RT SoHo 4UX Enhancements - Product Use SOHO 4.0 restyle of Administration, MPC and RAD web screens MSCM now supports SOHO 4.0 UI for Administration, MPC and RAD web screens. A toggle is available until Sept 2021 so users will have the option to use the SOHO 4.0 UI or retain on using the current. 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.20 RT Bone and Tissue Tracking - Product Use Learning Objectives Introduce new features and functionalities Present new value add and business/industry specific benefits Provide insight on what and who are impacted by the release 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.20 RT SoHo 4UX Enhancements - Product Use Demonstration of new SoHo UX for Mobile Supply Chain Management 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.21 RT Inventory Issues and Returns - UDI Details - Product Use Overview of new feature: Tracking UDI Details in RAD Issues and Returns 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.24 RT What's New Overview of new features: POUDI Support for Bill Only Requisitions and POU for Department Inventory Supply Interface to EMR System 0.25 Hours Partners,Customers,Employees
Lawson Technology: v11.0.28 RT What's New in Landmark Runtime Technology Overview Agenda: 1) New release cadence 2) New common inbox feature in Infor Process Automation (IPA). 3) Show form labels for fields for queries. (Infor Spreadsheet Designer) 0.50 Hours Partners,Customers,Employees
Landmark: November v2020 RT Whats New (Commercial & IRIS) Overview of enhancements for 11.0.36/11.1.5 releases in November 2020: Updates to Personalizations Business Tasks in Web Services 0.75 Hours Partners,Customers,Employees
Infor Analytics: v2021.10 RT Overview for FSM, HR Talent, WFM and MSCM Overview of new analytics for FSM, HR Talent, MSCM & WFM 0.25 Hours Partners,Employees
Infor FSM: v2021.10 RT Birst Analytics Overview of new content and improvements for FSM Birst Analytics 1.50 Hours Partners,Customers,Employees
MSCM: v2021.11 RT What's New Overview of new features: Item & Bin Search and Label Printing 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT EDI Handling of Expense Invoices - Product Use Learn how expense invoices are processed through EDI 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Vendor Account Numbers for Ship To Location - Product Use Understand the setup of the Ship to Account Numbers on the Vendor Purchasing Information 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Interest Allocation - Product Use Understand how to alloccate interest to custodial accounts based on average daily balance. 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Request Invoice Payment Action - Product Use Understand update request new invoice payment action form by improving layout and dividing action form into 3 panels to streamline the entry for the user 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Year End 1099 - Product Use Changes for 2021 1099 Processing with IDM Mainteance & Troubleshooting 01 Hours Partners,Customers,Employees
Infor FSM: RT 4-Part Application Reporting for the End User Series Learn more about Application Reporting techniques that will apply to whatever list from which you want to create a report. 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Custodial Account Management - Product Use Overview of Custodial Account Management (CAM) 0.75 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT Ming.le Widgets and Homepages - Product Use Overview of new Ming.le Widgets and Hompages 01 Hours Partners,Customers,Employees
Infor FSM: v2021.11 RT GL Financial Reporting - Product Use Infor FSM: v2021.11 RT GL Financial Reporting - Product Use 01 Hours Partners,Customers,Employees
MSCM: v2021.12 RT What's New Learn more about ability to Expand Cycle Counting to Par Locations 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.12 RT Contract Interface Errors - Product Use Understand the UI and menu changes to Contract Interface application that enable all Interface Errors to be displayed in List View, and the differences from the previous state. Use the Contract Interface to review and resolve all Interface Line Errors in one place, while updating the Contract Record accordingly from the GPO Contract Interface to remove the Interface Contract from the list for Interface Contracts Needing Action. Understand the required prerequisites to enable this functionality. 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.12 RT Training Item Substitute for Replenishment - Product Use Understand the processing for Substitute Items during the replenishment programs 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.12 RT Using Alexa - Product Use Overview of using Coleman and Alexa with FSM 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.12 RT Request New Vendor Uplift - Product Use Understand the process for adding new vendor uplift 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.12 RT Ability to Include Invoice and Vendor User Fields - Product Use Understand the processing for Substitute Items during the replenishment programs 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.01 RT Inventory Transaction Uplift - Product Use ? Understand the UI changes to the Inventory Transaction application that simplify Transaction Line creation and release. ? Create an Inventory Transaction using the new methods for Transaction Line creation and release. ? Understand the required prerequisites to enable this functionality. 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.01 RT Project Capitalization Process Update - Product Use Review the process of PO Creation, Receive, Match, Invoice and Capitalize and Asset and verify the results on the Asset Item record 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.01 RT IDM Manual Email Options for Remittance Advice - Product Use Understand new IDM manual email options for Remittance advice 0.25 Hours Partners,Customers,Employees
MSCM: v2022.01 RT What's New Learn more about Inventory Transfers and In-transit Receiving 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.01 RT Video Item Substitute - Product Use Understanding of substitute item to be created from contract line 0.25 Hours Partners,Customers,Employees
MSCM: v2022.03 RT What's New Learn more abouttransaction status inquiry on handheld (MCPC) 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.03 RT New BIFSM Financial Reports - Product Use New BIFSM Financial Reports. 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.02 RT Treasury Management with GTreasury - Product Use Overview of integration of GTreasury with FSM 1.50 Hours Partners,Employees
Infor FSM: v2022.02 RT FSM Reporting Strategy Update - Product Use Overview of the FSM Reporting Strategy 1.25 Hours Partners,Employees
Infor FSM: v2022.03 RT Allow Manual Change to Confirm Acknowledge for the Purchase Order Status - Product Use Allow Manual change to confirmed_acknowledge for the Purchase Order Status 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.03 RT Billing and Receivable Portal Allow Partial Payment - Product Use Billing and Receivable Portal _Allow Partial Payment 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.03 RT Add GHR Fields to the Gl Transaction Interface and GL Transaction Detail Business Classes - Product Use Add GHR fields to the Gl Transaction Interface and GL Transaction Detail business classes 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.04 RT Assign Purchase Order Document Template By Vendor - Product Use Assign Purchase Order Document Template By Vendor 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.04 RT Ability to Create Global or Actor Specific Project Reporting Setting - Product Use Ability to Create Global or Actor Specific Project Reporting Setting 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.04 RT Capability to Invoice or Recognize Revenue a Single Funding Source - Product Use Capability to Invoice or Recognize Revenue a Single Funding Source 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.04 RT Create Supplier Messages from Buyer Side - Product Use Create Supplier Messages from Buyer Side 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.05 RT Mobile Payables - Product Use RT Mobile Payables 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.05 RT Print Multiple Copy B 1099 Forms - Product Use RT Print Multiple Copy B 1099 Forms 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.06 RT Add Project Finance Structure Validation Functionality - Product Use Add Project Finance Structure Validation Functionality 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.06 RT Batch Run Allocation Lines - Product Use RT Batch Run Allocation Lines 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.06 RT Inventory Returns for Inventory Transactions - Product Use Inventory Returns for Inventory Transactions 0.25 Hours Partners,Customers,Employees
Lawson: v2022.06 RT EFM MSP v10.0.12 Release Knowledge Transfer - Product Use Overview of changes and enhancements for Lawson (EFM) Finance Manangement v10.0.12 Release 0.50 Hours Partners,Customers,Employees
Lawson: v2022.06 RT SCM MSP v10.0.12 Release Knowledge Transfer - Product Use Overview of changes and enhancements for Lawson (SCM) Supply Chain Manangement v10.0.12 Release 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Add Selected Payment Clearing File Creation Parameters - Product Use Add Selected Payment Clearing File Creation Parameters 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Automate Elimination of Inter Entity - Product Use Automate Elimination of Inter Entity 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT New BIFSM Public Sector Reports - Product Use New BIFSM Public Sector Reports 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Allow PO Receiving at Alternate Address - Product Use Allow PO Receiving at Alternate Address 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Tolerance Specification for Prices Changes on Contracts - Product Use Tolerance Specification for Prices Changes on Contracts 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Allow Multiple Unreleased Receipts per PO - Product Use Allow multiple unreleased receipts per PO 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.08 RT Configuration of Delivery Tolerance Days at the Vendor Level - Product Use FSM 2022.08 Configuration of Delivery Tolerance at Vendor Level 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.08 RT Update Vendor Bank Code to 150 Characters - Product Use FSM 2022.08 Update Vendor Bank Code to 150 Characters 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.08 RT GL Total Column View - Product Use FSM 2022.08 GL Total Column View 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Introduction - Product Use Infor Supplier Portal Video Series - Introduction 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Building URL - Product Use Infor Supplier Portal Video Series - Building URL 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Portal Display Settings - Product Use Infor Supplier Portal Video Series - Portal Display Settings 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Home Page Content - Product Use Infor Supplier Portal Video Series - Home Page Content 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Rearranging the Home Page - Product Use Infor Supplier Portal Video Series - Rearranging the Home Page 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.07 RT Infor Supplier Portal Video Series Add Quick Link - Product Use Infor Supplier Portal Video Series - Add Quick Link 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.09 RT Infor Landmark Technology Runtime Release Highlights - Product Use Infor Landmark Technology Runtime 2022.09 RT September Release Highlights 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.09 RT Add Search Form to Pivot Analysis - Product Use FSM 2022.09 Add Search Form to Pivot Analysis 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.09 RT Create Asset Book Defaults - Product Use FSM 2022.09 Create Asset Book Defaults 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.09 RT Supply Management Ability to Copy an Item Location - Product Use RT Supply Management 2022.09 Ability to Copy an Item Location- 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.10 RT Infor Landmark Technology Runtime Release Highlights - Product Use Infor Landmark Technology Runtime 2022.10 RT September Release Highlights 0.25 Hours Partners,Customers,Employees
Infor FSM: RT 4-Part Application Reporting for the End User Series - Part 5 - Product Use Infor FSM RT 4-Part Application Reporting for the End User Series - Part 5 0.25 Hours Partners,Customers,Employees
MSCM: v2022.10 RT What's New What's new in MSCM v2022.10 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.11 RT Infor Financials & Supply Management - Product Use FSM 2022.11 Release Highlights 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.11 RT MSCM - Product Use FSM 2022.11 MSCM What's New 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.12 Add Default Withholding Information to Vendor Import - Product Use FSM 2022.12 Add Default Withholding Information to Vendor Import 0.50 Hours Partners,Customers,Employees
Infor FSM: v2022.12 Include Invoice and Vendor User Fields in the Payment Output File - Product Use FSM 2022.12 Include Invoice and Vendor User Fields in the Payment Output File 0.25 Hours Partners,Customers,Employees
Infor FSM: v2023.01 RT Add Default Withholding Information to Vendor Import - Product Use FSM 2023.01 Add Deafault Witholding Information Add Deafault Witholding Information to Vendor Import 0.25 Hours Partners,Customers,Employees
Infor FSM: v2023.01 RT Include Invoice and Vendor User Fields in the Payment Output File - Product Use FSM 2023.01 Include Invoice and Vendor User Fields in the Payment Output File 0.25 Hours Partners,Customers,Employees
Infor FSM: v2023.02 Release Highlights - Product Use FSM 2023.02 Release Highlights 0.25 Hours Partners,Customers,Employees
Infor FSM: v2023.03 RT Add-On Charges for Supplier - Created Invoices - Product Use Add-On Charges for Supplier-Created Invoices 0.25 Hours Partners,Customers,Employees
Mobile Supply Chain Management: v11.2.2 What's New Overview Enhanced PO Delivery Document Processing Login Enhancements and Profile Loading in Android Delete POUDI Location 0.50 Hours Partners,Employees
Infor FSM: v11.0.82 RT Cash Offsets for Journal Entries - Product Use For Fund Accounting, functionally has been added to create the cash offset journals for manually entered journal. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.82 RT Labor Distribution entry - Product Use Added the ability for project resource to enter labor distribution on behalf of employees. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.82 RT Contracts Ability to setup Contract Record for IDM/Non-IDM - Product Use Ability to setup Contract Record for IDM/Non-IDM 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.82 RT Inventory Inventory Valuation List for Supplemental UOM - Product Use Understand the configuration option on the Item Location for the Supplemental UOM Understand the Inventory Valuation batch program 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.81 RT RSS Configuration for Advanced Search - Product Use Learning Objectives Understand the configuration options on the Inventory Company and Requester for Advanced Search. Understand the Advanced Search functionality for RSS 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.81 RT RSS Shopping Cart - Display Enhancement - Product Use Learning Objectives Newly added items will appear at the top of the list Viewing the recently added items to the shopping cart. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.81 RT Integration to GRC Process Insights - Product Use Overview of Governance Risk & Compliance and how it integrates to Financials & Suppy Management 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.81 RT Pre-Award ID Field Addition to Projects and Finance Dimension2 - Product Use Learning Objectives Add new field to both Project and Funding dimensions to track 3rd party pre-award systems grant identificaiton number. Add field to dimension upload business class forms. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.81 RT New field in Intercompany Billing and Receivables - Product Use Learning Objectives Undersatnd the new bill to field in the Intercompany billing document and its availbability in receivables. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Update Soho XI Controls to Latest Version - Product Use Review of updates to Requisition Self Service (RSS) to use new version of Soho XI Controls 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Entity Payables and Receivables - Product Use Review of new Entitity Payables and Receivables Dashboard in Payables and Receivables page 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Mobile Par Counting Using Infor Go - Product Use Review of updates to Par Counting Process on a mobile devise to use updated User Interface standards 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Receivables Statement Update to Include Current Amount - Product Use Reivew of how Current Amount will now be reflected in the Aging Preiod of the Receivables Statement 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Budget Structure Relationship Rules - Product Use Review of new feature that provies an option to enforce structure relation rules when importing budgets or creating change requests 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Requisition User Interface Enhancements - Product Use Review new color coded status tages and improved design of paensl and information within Requisitions 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New Infor Ming.le Widget for Contracts - Product Use Review new Ming.le widget for expiring and expired contracts 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New Infor Ming.le Widget for Contracts in Negotiation - Product Use Review new Ming.le widget which provides visibility to contracts in negotiation 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New Infor Ming.le Widget Unreleased Purchase Orders - Product Use Review new Ming.le widget which provides visibility to unreleased purchase orders 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New IDM Intercompany Billing Invoice Templates - Product Use New IDM Intercompany Billing Invoice Templates which include Customer Bill To information in the IDM document 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT AP Invoice Approvals with Dynamic Member Assignments - Product Use New functionality which allows users to dynamically create the approval path for an invoice in the approval process 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New Infor Ming.le Widget Overdue Invoices by Vendor - Product Use Review new Ming.le widget which provides visibility to Overdue invouces by vendor with aging 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Enhancement to Journalize Indirect Burden - Product Use Enhancement to Indirect Burden action to not select any transactions which fall outside the project date range or POP dates 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Invoice Approver's View Enhancement - Product Use Review of enhancement to the Invoice Approver's view of Invoice distributions and tax 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT New Inter Entity Payables and Receivables Dashboard - Product Use Overview of new Inter Entity Payables and Receivables Dashboard 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Enforcement of Structure Relation Rules in Budget Imports or Change Requests - Product Use Overview of option of enforcing the structure relation rules when importing budgets or creating change requests which eliminates need for manual validation and prevents inaccurate entries. 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Requisition Self Service SoHo Updates - Product Use Overview of SoHo enhancements for Requisition Self Service (RSS) 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT AP Invoice Approval Allowing Dynamic Member Assignments - Product Use Overview of new functionality to allow users to dynamically create the approval path for an invoice in the approval process 0.25 Hours Partners,Customers,Employees
Infor FSM: v11.0.83 RT Mobile Par Counting Infor Go - Product Use Overview of the user interface changes to Mobile views of Par Locations, as well as the screens for Mobile Par Counting in Infor Go. How to use Par Counting process on a mobile device using Infor Go and the required prerequisites to enable the functionality 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.22 RT What's New A review of key enhancements delivered in this release. 0.25 Hours Partners,Customers,Employees
MSCM: v11.2.23 RT What's New A review of key enhancements delivered in this release. 0.25 Hours Partners,Customers,Employees
MSCM: v2021.10 RT What's New Overview of new features: Add Issue To in RAD Issues and Returns, Android RAD Issues, Picking Delivery Ticket Adjustments, and Enhancements to Printed 0.25 Hours Partners,Customers,Employees
MSCM: v2021.10 RT What's New with POU Overview of new feature for POU Data Batch Upload 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.10 RT Contract Date Updating - Product Use ? Understand the process to change contract dates and update lines on Contracts ? Understand where to locate the fact sheet for UpdatingContractDates? Understand the new placement for the Purchase Order Acknowledgements on the Buyer Role 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.10 RT Purchase Order Acknowledgements - Product Use ? Understand the existing navigation for the Purchase Order Acknowledgements on Manage Purchase Orders > Alerts where you can act on the Messages Needing Action ? Understand the new placement for the Purchase Order Acknowledgements on the Buyer Role 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.10 RT Edit Fund by Flag - Product Use When using cash code equal to "Edit Available Funds" allow the abilityt to exclude specific funds from the edit 0.25 Hours Partners,Customers,Employees
Infor FSM: v2021.10 RT Speed Entry Invoice Processing - Product Use New Process action for managers to process other people's speed entry invoices as well as verify the data that has been entered before processing 0.25 Hours Partners,Customers,Employees
Infor FSM: v2022.08 RT Infor Landmark Technology Runtime Release Highlights - Product Use Infor Landmark Technology Runtime 2022.08 RT August Release Highlights 0.25 Hours Partners,Customers,Employees
Infor: The Future of Landmark Landing Pages Discussion on future of Landmark Landing Pages and move to Ming.le Homepages This applies to Landmark based products including CloudSuite Financials & GHR/TM product lines 01 Hours Partners,Employees
Infor Financials & Supply Management: Allocation Creation to Journalize - Introduction The purpose of this course is to be able to automatically disperse or allocate posted balances between accounts in Global Ledger through the journal entries in the Infor FSM solution. ?Upon completing this course, you will be able to:?Describe the key concepts of the Allocation Creation to Journalize process in the Record to Report end-to-end business process area. ?Identify how to perform key workflow activities in the Allocation Creation to Journalize process.? ? 0.50 Hours Partners,Customers,Employees
Infor Financials & Supply Management: Asset Creation to Release - Introduction This course is an overview of the application scope and Implementation Accelerator (IA) business processes most often implemented for the Level 2 Asset Creation to Release process in the Infor FSM solution. The purpose of this course is to demonstrate how to create and release an asset in the Infor FSM solution. Upon completing this course, you will be able to:Describe the key concepts of the Asset Creation to Release process in the Asset Creation to Maintenance end-to-end business process area.Identify how to perform key workflow activities in the Asset Creation to Release process.Explain how the Infor FSM application is configured using the Asset Creation to Release process 0.50 Hours Partners,Customers,Employees
Infor Financials & Supply Management: External Budget Import to Processing Introduction The purpose of this course is to demonstrate the introduction to the Level 2 External Budget Import to Processing process in the Infor Financials & Supply Management (Infor FSM) solution.Upon completing this course, you will be able to:Describe the key concepts of the External Budget Import to Processing process in the Record to Report end-to-end business process area.Identify how to perform key workflow activities for the External Budget Import to Processing process. 0.25 Hours Partners,Customers,Employees
Infor Financials & Supply Management: Inventory Count to Report - Introduction The purpose of this course is to allow the user to perform a complete physical inventory or cycle count using various methods of item selection as needed to maintain proper inventory counts in the Infor FSM solution. Upon completing this course, you will be able to:Describe the key concepts of the Inventory Count to Report process in the Plan to Inventory end-to-end business process area.Identify how to perform key workflow activities in the Inventory Count to Report process. 01 Hours Partners,Customers,Employees
Infor Financials & Supply Management: Reportable Income US 1099 Maintenance to Year End Reporting - Introduction This course is an overview of the application scope and Implementation Accelerator (IA) business processes most often implemented for the Level 2 Reportable Income US 1099 Maintenance to Year End Reporting in the Infor Financials & Supply Management solution. Other more advanced concepts and processes are addressed in other videos.? The purpose of this course is to demonstrate Reportable Income US 1099 Maintenance to Year End Reporting in the Infor Financials & Supply Management solution.? Upon completing this course, you will be able to:? Describe the key concepts of the Reportable Income US 1099 Maintenance to Year End Reporting process in the Source to Settle process area.?Identify how to perform key workflow activities in the Reportable Income US 1099 Maintenance to Year End Reporting process.?Explain how the Infor Financials & Supply Management application is configured using the Reportable Income US 1099 Maintenance to Year End Reporting process. ? 0.50 Hours Partners,Customers,Employees
Infor Financials & Supply Management: Smart Reconciliation to Payment - Introduction The purpose of this course is to demonstrate the Smart Reconciliation to Payment process in the Infor FSM solution. Upon completing this course, you will be able to:Describe how to assign invoices to the worklist.Explain when Smart Reconciliation is to be used.Define how Smart Reconciliation is used to reconcile match invoices.Identify when and why a chargeback is to be created. 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: v11.0.71 RT Punchout Categories - Product Use Understand where to setup the punchout vendor categories. Understand the impact of the enhancement to how punchout vendors are displayed. 0.25 Hours Partners,Customers,Employees
Financials & Supply Management: EDI Exchange Processing EDI Exchange Processing course covers how to transmit and receive EDI files. This includes: * Setting up triggers for outbound and inbound jobs * Translating outbound jobs * Transmitting outbound jobs to your vendor or carrier * Setting up automation processing for outbound and inbound jobs * Translating inbound jobs * Transmitting inbound jobs 01 Hours Partners,Customers,Employees
Lawson: v10 RT Financials Enhancements for Q3 2021 What's New This course provides an overview of the v10 Financials Enhancements for Q3 2021 0.50 Hours Partners,Customers,Employees
Lawson: v10 RT Financials Enhancements for Q3 CY2022 What's New This course provides an overview of the v10 Financials Enhancements for Q3 CY2022 0.75 Hours Partners,Customers,Employees
Lawson: v10 RT Financials Enhancements for Q4 2021 What's New This course provides an overview of the v10 Financials Enhancements for Q4 2021 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT Financials Enhancements for Q4 CY2022 What's New This course provides an overview of the v10 Financials Enhancements for Q4 CY2022 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT LeaseQuery Connector Enhancements for Q3 2021 What's New This course provides an overview of the v10 LeaseQuery Connector Enhancements for Q3 2021 Overview 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT SCM WebApps Q1 CY2022 What's New This course provides an overview of the v10 SCM WebApps Q1 CY2022 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT SCM WebApps Q2 CY2022 What's New This course provides an overview of the v10 SCM WebApps Q2 CY2022 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT SCM WebApps Q3 CY2022 What's New This course provides an overview of the v10 SCM WebApps Q3 CY2022 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT Supply Chain Management Enhancements for Q3 2021 What's New This course provides an overview of the v10 Supply Chain Management Enhancements for Q3 2021 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT Supply Chain Management Enhancements for Q4 2021 What's New This course provides an overview of the v10 Supply Chain Management Enhancements for Q4 2021 0.50 Hours Partners,Customers,Employees
Lawson: v10 RT Supply Chain Management Q2 CY2022 What’s New This course provides an overview of the v10 Supply Chain Management Q2 CY2022 0.50 Hours Partners,Customers,Employees
Lawson: v10 RT Supply Chain Management Q4 CY2022 What's New This course provides an overview of the v10 Supply Chain Management Q4 CY2022 0.25 Hours Partners,Customers,Employees
Lawson: v10 RT Vertex O Enhancements for Q2 2021 What's New This course provides an overview of the v10 Vertex O Enhancements for Q2 2021 Overview 0.25 Hours Partners,Customers,Employees
CloudSuite Financials: Global Ledger Allocations Overview This course is an overview of the Infor CloudSuite Financials Global Ledger Allocation module. This eLearning course will provide the basic concepts and how they can be used to eliminate and/or reduce traditional processing done in an organizations' Finance Department. 1.25 Hours Partners,Customers,Employees
CloudSuite Financials: Project Ledger Overview This course provides an overview of the CloudSuite Project Ledger solution, including an introduction to project ledger, solution and project prerequisites, project setup and maintenance, journal processing, and reporting. This is a self-paced elearning lesson. 0.75 Hours Partners,Customers,Employees
Lawson Technology: v11 Infor Process Automation Best Practices and New Features Overview Infor Process Automation (IPA) version 11 offers many new and updated features that will add value to your business applications. IPA can be used with Lawson v10, CloudSuite Financials & Supply Management, and HCM Global HR and Talent Management applications. Automate your current and future processes by incorporating the latest IPA improvements with new nodes including the SubProcess Node, Infor Document Management Node, LDAP Query Node, the SMS and Social Nodes, and updated File Access, and User Action Nodes.  This training highlights some of the other v11 enhancements including process designer improvements, a new in-basket user interface and IPA server updates. Watch this training to boost your IPA knowledge and develop the skills you need to build and manage application extensions that automate, control, and measure processes for your business applications. 01 Hours Partners,Customers,Employees
Lawson: Using Infor Process Automation Inbasket This course introduces the purpose of and procedures for using Inbasket in Infor Process Automation. This training is for version(s): 10.1.1.x. 01 Hours Partners,Customers,Employees
Lawson: Creating Custom Triggers for Infor Process Automation This course introduces the purpose of and procedures for creating custom triggers for Infor Process Automation. The course covers custom triggers for both the Infor Landmark and Infor Lawson applications. This training is for version(s): 10.1.0 and all previous versions. 01 Hours Partners,Customers,Employees
Financials & Supply Management: Global Ledger Overview This course provides end users, administrators, and project team members an overview of the Financials & Supply Management Global Ledger solution including what it is, who uses it, key business processes, and applications that comprise the suite. 0.75 Hours Partners,Customers,Employees
Financials & Supply Management: EDI Exchange Troubleshooting EDI Exchange Troubleshooting course covers how to resolve the most common errors caused by processing EDI files. This includes: • Reviewing the data menu options when troubleshooting • Identifying the most common types of errors • Repairing outbound data errors • Repairing inbound data errors 01 Hours Partners,Customers,Employees
Unified Reporting Approach: BIFSM, Pivot Analysis and Report Designer The purpose of this course is to provide a comprehensive review of the reporting financial approach and the financial tools used to fulfill the reporting needs of our customers in the most efficient way. 0.25 Hours Partners,Customers,Employees
Global Ledger: Using and Administering the Ad Hoc Report Designer - Basic The purpose of this course is to train you on the use of the Report Designer tool. Learn how to create standard type reports leveraging the different report building parameters, filters, and data dictionary capabilities. 0.25 Hours Partners,Customers,Employees
Global Ledger: Using and Administering Pre-defined GL Financial Analysis Tools - Basic The purpose of this course is to show you how to navigate and use the Account and Pivot Analysis tools. Learn how to leverage the different options to view data in various views. 0.50 Hours Partners,Customers,Employees
BIFSM: Using and Administering Pre-defined Financial ACFR Exhibits - Basic The purpose of this course is to take you through the Pre-Delivered Public Sector ACFR GL Financial reports. Learn how to produce and personalize them to fit the needs of the audience. 0.50 Hours Partners,Customers,Employees
BIFSM: Using and Administering Pre-defined Financial Reports - Basic The purpose of this course is to take you through the Pre-Delivered GL Financial reports. Learn how to produce and personalize them to fit the needs of the audience. 0.50 Hours Partners,Customers,Employees
Landmark: 2023.10 RT Introducing Landmark UX Enhancements This session will introduce you to a new way to navigate and search the application as well as new UI Perimeter Security enhancements for Menu and Report Security. 0.75 Hours Partners,Customers,Employees
Landmark: 2023.10 RT Introducing Enhanced Extension Capabilities This session will introduce you to a new Action Event Messaging capability which supports Process Mining, API Web Hooks and Datalake Streaming. 0.75 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing - Expanding Reporting to Average Daily Balance This course provides a high-level overview of enhancements delivered around average daily balance. 0.25 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing - Expanding Ad Hoc GL Report Designer Capabilities This course presents information related to the FSM 2023.10 for GL Report Designer. 0.75 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing how Infor OS has Enriched the User Experience of FSM This session will introduce you to how Infor OS through persona driven workspaces and common inbox has enriched the user experience of FSM since the first launch in 2023.04 with insights to roadmap features. 0.75 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing Capitated Contracts and Requisition Processing This session will cover the ability to create contracts for Capitated Pricing Agreements, where groups of procedures and underlying components will flow to requisition and PO modules for Bill-Only PO creation. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing New Enhancements - Consolidated Web Applications This course provides an overview of the Consolidated Web Applications delivered in the release. 0.50 Hours Partners,Customers,Employees
Landmark: v2023.10 RT Introducing New Enhancements This session will introduce you to the Infor Landmark Technology Runtime platform’s noteworthy new enhancements across its components. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing New Enhancements - UX Enablement This course provides a high-level overview of some UX enhancements delivered in the release. 0.75 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing UOM at Item Location This course describes Using UoM at the Item Location with the Problem-Solution-Business Benefit. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing New Enhancements - Report Catalog This course provides a high-level overview of the Report Catalog feature delivered in the release. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing New Enhancements - Application Navigation Menu This course provides an overview of the new Application Navigation Menu delivered in the release. 0.50 Hours Partners,Customers,Employees
FSM: v2023.10 RT Using Capitated Contracts and Requisition Processing This course provides an overview of setup and use of the feature, including Contract setup, Contract creation, Requester setup, and Requisition creation, as well as a few additional features, tips, and tricks for successful application of the functionality. 1.25 Hours Partners,Customers,Employees
Financials & Supply Management: Lease Accounting Overview This course describes how the Lease Accounting solution in Infor Financials & Supply Management (FSM) can support your organization’s efforts to effectively manage leases, subleases, and leased assets under GASB 87 and ASC 842 guidelines. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing Enhanced Stock on Hand Report This course details the use of the Days Stock on Hand changes introduced in this 2023.10. 0.50 Hours Partners,Customers,Employees
FSM: 2023.10 RT Introducing Cross Dimensional Responsibility Matrix This session will cover the new Cross Dimensional Responsibility Matrix that will govern transaction approvals for Global Ledger transactions using multiple dimension values to set budgetary responsibility. Use of this matrix will be expanded in future phases. This session will also include a demo. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Leveraging the Global Ledger Ad Hoc Report Designer This course covers the Global Ledger Ad Hoc Report Designer application within Financials & Supply Management (FSM), focusing on creating, managing, and running customized financial reports. Participants will explore the Report Designer interface, including its tabs, security classes, user flow, and async queue for report processing. The course demonstrates how to define dimension data within row layouts and specify data and measures within column layouts, including standard, calculated, and blank column types. Participants will apply filters and parameters to combine rows and columns into complete GL reports and utilize the Report Builder to generate reports using predefined templates. The course also explains how to preview report formats, run reports for data validation, and distribute reports to stakeholders. Additionally, participants will examine drillback capabilities within reports, configure composite reports, and manage created rows, columns, and reports. The course further addresses how to use the Overview tab and Report Activity log to visualize processing results, identify successes and errors, and track report runs. 02 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Key GL Financial Reports - BIFSM This course presents information related to the 2024.04 release for BIFSM. 0.17 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Cash Flow Statements - BIFSM This course presents information related to the April 2024 release in EPM for Cash Flow Statements. 0.22 Hours Partners,Customers,Employees
FSM: v2024.04 RT Using IDM Printed Financial Documents in IDM Repository - BIFSM This session will describe how to use the IDM repository with IDM Printed Financial Documents. 0.18 Hours Partners,Customers,Employees
FSM: v2024.04 RT Using the Expanded Functionality in the GL ad hoc Report Designer This course shows all the new FSM feature enhancements for the GL Report Designer in April 2024. These feature enhancements will benefit users and give them new functionality to easily create and distribute a better Adhoc report within the GL Report Designer. 0.33 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing the Expanded Functionality in the GL ad hoc Report Designer This course presents information related to the v2024.04 for the GL Ad Hoc Report Designer. 0.22 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Improved PO Backorder Process for Vendor Items This course presents information related to the v2024.04 for Financials & Supply Management (FSM)'s new feature on PO Backorder Process for Vendor Items. 0.37 Hours Partners,Customers,Employees
MSCM: v2024.04 RT Catch Weight During PO Receiving - Configuration and Using This course details the setup and using of Catch Weight PO Receipt processing in MSCM Receiving and Delivery (RAD). 0.08 Hours Partners,Employees
FSM: v2024.04 RT Using Requisition Self Service (RSS) via Landmark Application This session will describe how to use the expanded functionality in Requisition Self Service (RSS) via Landmark so that our customers are able to tailor to fit their business needs. 0.50 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing New FSM Reimagined Workspaces This course presents information related to the FSM: v2024.04 RT Introducing New FSM Reimagined Workspaces. 0.32 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Functionality to See Cash Receipts and Open Receivables by Project - Project and Grant Accounting This course presents information related to the April 2024 release in FSM Projects & Receivables. 0.23 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Cash Controls for Custodial Accounts - Cash Management This course presents information related to the April 2024 release in FSM for cash controls. 0.17 Hours Partners,Customers,Employees
MSCM: v2024.04 RT Two-Step Receiving and Putaway - Configuration and Using This course details the setup and using of Putaway of PO Receipt Lines in MSCM Receiving and Delivery (RAD), which is used in conjunction with PO Receiving to effectively increase the electronic Stock on Hand in the FSM Inventory Location. 0.13 Hours Partners,Customers,Employees
FSM: Configuring and Administering Global Ledger - Instructor-Led Training Course Agenda: FSM: Course Description for Configuring and Administering Global Ledger Please note: If there are no events scheduled below, but you are interested in future events please contact: inforu.support@infor.com. 0 Hours Customers,Employees,Partners
FSM: v2024.04 RT Introducing Data Archive Reporting Birst Content This release training provides a high-level overview of enhancements delivered for Data Archive Reporting v2024.04 using Birst Platform. The application reports ONLY on Lawson v10 data archived by customers migrating from Lawson v10 to v11 Cloud Suite applications. 0.50 Hours Partners,Customers,Employees
FSM: v2024.04 RT Introducing Birst Content This course provides a high-level overview of enhancements delivered in v2024.04 for FSM Analytics using Birst Platform. 0.50 Hours Partners,Customers,Employees
Landmark: v2024.04 RT Introducing New Enhancements This session will introduce you to the Infor Landmark Technology Runtime 2024.04 platform’s noteworthy new enhancements across its components. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: IPA Workflow Setup This course will teach system administrators how to set up Infor Process Automation (IPA) for seamless integration and efficient data exchange with Financials & Supply Management (FSM) Analytics. 0.75 Hours Partners,Customers,Employees
Financials & Supply Management: Update ION Schemas and Data Flow to Analytics Workflows This course will teach system administrators how to run the Infor Process Automation (IPA) workflow automation, specifically the Update ION Schemas and Data Flow to Analytics workflows. Before taking this course, system administrators should complete the Financials & Supply Management: IPA Workflow Setup course. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Analytics Upgrade Workflows This course will teach system administrators how to run the Infor Process Automation (IPA) workflow automations, specifically the Analytics Upgrade workflows in Financials & Supply Management (FSM). Before taking this course, system administrators should complete the following courses: Financials & Supply Management: IPA Workflow Setup. Financials & Supply Management: Update ION Schemas and Data Flow to Analytics Workflows. 0.50 Hours Partners,Customers,Employees
Landmark: v2024.10 RT Introducing Configuration Management This course presents information related to the v2024.10 release for Infor Landmark Technology Runtime, Infor Financials & Supply Management, and Infor HR Talent implementation of Infor Configuration Management. 0.50 Hours Partners,Customers,Employees
Landmark: v2024.10 RT Introducing New Enhancements This course will introduce you to the Infor Landmark Technology Runtime 2024.10 platform’s noteworthy new enhancements across its components. 0.50 Hours Partners,Customers,Employees
Landmark: v2024.10 RT Using Configuration Management This course describes Landmark Configuration Management that enables the transfer of configurations, content, security authorization data and extensions from one tenant to another in an automated way. 0.50 Hours Partners,Customers,Employees
Lawson: v10 Financials Enhancements for CY 2023 What’s New This course provides an overview of the v10 Financials Enhancements for CY 2023 0.75 Hours Partners,Customers,Employees
Lawson: v10 Supply Chain Management for CY 2023 What’s New This course provides an overview of the v10 Supply Chain Management Enhancements for CY 2023 0.75 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Birst Content This course provides a high-level overview of enhancements delivered in v2024.10 for FSM Analytics using Birst Platform. 0.25 Hours Partners,Customers,Employees
FSM: v2024.10 RT Using Contract Comparison, Project Summary, and Requisition Details - Gen AI Tool Chat In this session, we will delve into the capabilities of the Gen AI Tool Chat for optimizing contract comparison, project summaries, and requisition details. Learn how to leverage advanced AI functionalities to streamline the analysis of contract terms, generate comprehensive project overviews, and manage requisition data efficiently. This session will provide practical insights into harnessing AI to enhance accuracy and decision-making in your workflow. 0.45 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing MSCM in Landmark - Mobile Supply Chain Management (MSCM) This session will provide users on how the LPL Rewrite project will enhance the MSCM product, improving user experience and operations efficiencies. 0.28 Hours Partners,Customers,Employees
FSM: v2024.10 RT Using Rich Text for Assisted Authoring - Gen AI Rich Text Join us to explore how Gen AI's Rich Text feature can enhance your authoring process. This session will demonstrate how to use Rich Text capabilities to assist in creating, editing, and formatting content more efficiently. 0.18 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Approval Matrix - Cross Dimensional Responsibility Matrix This session will introduce the approval matrix with standardizing the configuration setup to enhance efficiency, consistency and accountability in the approval process for Requisitions, Purchase Orders and Contracts. 0.73 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing, Using and Selling RSS in Landmark - Requisition Self Service (RSS) This session will provide users on how the LPL Rewrite will enhance the Requisition Self Service application, improving user experience and operations efficiencies. 0.43 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Detailed Reconciliation of Infor and Non-Infor Transactions - Cash Management This session focuses on enhancing bank statement reconciliation processes to efficiently handle high volumes of credit card details and information from various billing systems. We will explore techniques for reconciling credit card transactions, lockbox receipts, and insurance payments with bank statement lines. 0.23 Hours Partners,Customers,Employees
FSM: v2024.10 RT Selling Value + Use Cases - Hyper Automation This session will provide information to sell RPA, IDP and AIML use cases developed for customers to automate processes once performed manually. 0.58 Hours Partners,Employees
FSM: v2024.10 RT Using Approval Matrix - Cross Dimensional Responsibility Matrix This session will provide users into how to use the approval matrix by reviewing the standardization of the configuration setup in order to enhance efficiency, consistency and accountability in the approval process for Requisitions, Purchase Orders and Contracts. 0.63 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Process Intelligence “Process Mining” Overview for Source to Settle This session will introduce the new feature of Process Mining, a capability within Process Intelligence. This session will address the capabilities of process mining and the insights customers will gain, using Source to Settle as the basis of the overview. 0.70 Hours Partners,Employees
FSM: v2024.10 RT Using GASB96 Compliance for Public Sector SBITA Accounting - Lease Accounting This session will inform users how to use the new GASB96 SBITA lease compliance. 0.28 Hours Partners,Customers,Employees
FSM: v2024.10 RT Using Detailed Reconciliation of Infor and Non-Infor Transactions - Cash Management Learn how to utilize standard bank statement reconciliation tools to integrate external details and reconcile summarized transactions at a more granular level within FSM (Financial Systems Management). This session aims to streamline your reconciliation efforts and improve accuracy in financial reporting. 0.25 Hours Partners,Customers,Employees
FSM: v2024.10 RT Using Expanded Report Designer Features - GL Ad Hoc Report Designer This course shows all the new FSM feature enhancements for the GL Report Designer in October 2024. These feature enhancements will benefit users and give them new functionality to easily create and distribute a better Adhoc report within the GL Report Designer. 0.25 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Persona Driven Workspaces for Principal Investigator, Staff Accountant and Payables Manager Discover the power of workspaces in visualizing key performance indicators (KPIs), metrics, and data points through consolidated and accessible formats. This session will highlight how workspaces can transform complex data into intuitive visual displays, making it easier for individuals and organizations to monitor performance and make informed decisions 0.32 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Distribution Management - Inventory and Warehousing This session will introduce the new feature for a comprehensive solution for inventory control and warehousing, tailored for customers with multiple inventory locations and smaller warehouse operations. 0.30 Hours Partners,Customers,Employees
FSM: v2024.10 RT Introducing Procedure Supply Planning - Leveraging Clinical Bridge This course presents information related to the v2024.10 for Financials & Supply Management (FSM) Inventory Control leveraging Infor Clinical Bridge. 0.53 Hours Partners,Customers,Employees
FSM: v2024.10 RT Using Data Archive Reporting Birst Content This release training provides a high-level overview of enhancements delivered for Data Archive Reporting v2024.10 using Birst Platform. The application reports only on Lawson v10 data archived by customers migrating from Lawson v10 to v11 CloudSuite applications. 0.53 Hours Partners,Customers,Employees
MSCM: v2024.10 RT Using Scan Digital Packing Slip During PO Receiving This course introduces and outlines the setup, configuration, administration, and use of the feature to Scan Digital Packing Slips During Mobile Supply Chain Management (MSCM) RAD PO Receiving. 0.13 Hours Partners,Customers,Employees
MSCM: v2024.10 RT Using Merging PO & Miscellaneous Receiving Processes View this Release Training Video to see and learn how to use the new consolidated Receiving sub-module within the Mobile Supply Chain Management (MSCM) Receiving & Delivery (RAD) module. This enhancement will consolidate the previously separate sub-modules and processes for PO Receiving and Miscellaneous Receiving, respectively, into one Receiving submodule that enables toggling between the processes without loss of data. 0.13 Hours Partners,Customers,Employees
Financials & Supply Management: Cross Dimensional Responsibility Matrix Overview This course provides an overview of the Financials & Supply Management Cross Dimensional Responsibility Matrix functionality. 0.50 Hours Partners,Customers,Employees
Landmark: Introducing New Enhancements for 2025.04 This session will introduce you to the Infor Landmark Technology Runtime 2025.04 platform’s noteworthy new enhancements across its components. 0.75 Hours Partners,Customers,Employees
FSM: Using the Enhanced Cash Forecasts Feature Learn how to increase the usability and efficiency of Cash Forecasts 0.20 Hours Partners,Customers,Employees
FSM: Introducing the Cash Management Workspace Join us for a training session where we will introduce the standard Cash Manager Workspace. 0.10 Hours Partners,Customers,Employees
FSM: Using Advanced Analytics in Cash Forecasting Learn how to use advanced analytics for more intuitive Cash Forecasting. 0.08 Hours Partners,Customers,Employees
FSM: Introducing GenAI Discovery and Adoption Join us for a training session where we will introduce Generative AI Discovery and Adoption for users. 0.28 Hours Partners,Customers,Employees
FSM: Supply Chain - Using Infor Analytics New Features Learn about new features released for Supply Chain analytics including the new Expired Products Inventory dashboard, Consolidation of CSAs, and new Infor delivered Analytic Widgets. 0.48 Hours Partners,Customers,Employees
FSM: Introducing the Receivables Manager Workspace Join us for a training session where we will introduce the Receivables Manager Workspace. 0.08 Hours Partners,Customers,Employees
FSM: Introducing New Financial Reports for Healthcare Join us for a training session where we will introduce new financial reports specifically designed for our Healthcare customers. 0.18 Hours Partners,Customers,Employees
FSM: Introducing New IFRS 16 Compliance Standards Join us for a training session where we will introduce new IFRS 16 compliance standards for Lease Accounting outside the US. 0.15 Hours Partners,Customers,Employees
FSM: Using the New Features in the Report Designer Learn about new features and functions within the Report Designer and how to incorporate them into their reports. 0.28 Hours Partners,Customers,Employees
FSM: Using Reporting to Improve Audit and Analytics Learn how to provide audit and analytic improvements with reporting to include beginning balance, detail transactions, and ending balance. 0.13 Hours Partners,Customers,Employees
FSM: Using the Enhanced Asset Review Feature Learn how users will now have the ability to create and maintain an 'Asset Review'. 0.17 Hours Partners,Customers,Employees
FSM: Using the Enhanced Birst Payable Manager Workspace Learn about the Birst Payable Manager Workspace Uplift. 0.20 Hours Partners,Customers,Employees
FSM: Introducing the EDI Administrator Workspace Join us for a training session where we will introduce EDI Administrator Workspace with innovative and interactive widgets to oversee processes. 2025.04 release. 0.18 Hours Partners,Customers,Employees
FSM: Introducing the VP Supply Chain Workspace Join us for a training session where we will introduce you to the workspace for VP Supply Chain. Limited Available in the 2025.04 release. 0.37 Hours Partners,Employees
FSM: Using the Enhanced Warehouse Picking in Distribution Management Learn about Optimizing Performance with Warehouse Picking - Phase 2 in Distribution Management. 2025.04 release. 0.37 Hours Partners,Customers,Employees
FSM: Introducing Data Archive Reporting Birst Content This release training provides a high-level overview of enhancements and bug fixes delivered (v2025.04 release) 0.33 Hours Partners,Customers,Employees
FSM: Using Data Archive Reporting Birst Content This release training provides a high-level overview of enhancements and bug fixes delivered (v2025.04 release). 0.10 Hours Partners,Customers,Employees
FSM: Introducing Value+ Content This course presents information related to the v2025.04 FSM Value+ Content. 0.43 Hours Partners,Customers,Employees
FSM: Using Value+ Content This course presents information - including demonstrations - related to the v2025.04 FSM Value+ Content. 0.88 Hours Partners,Customers,Employees
Landmark: Introducing Infor Spreadsheet Designer Nxt-06302025 This course provides a high-level overview of enhancements delivered for Infor Spreadsheet Designer. v2025.10 0 Hours Partners,Customers,Employees
FSM: AR Check Processing - Using Value+ Content This course details the product use of the “AR Check Processing” Value+ use case enhancements introduced in v2025.07, - related to the v2025.04 FSM feature release. 0.17 Hours Partners,Customers,Employees
FSM: Vendor OIG Checklist - Using Value+ Content This course details the product use of the “OIG Vendor Checklist” introduced in v2025.07, - related to the v2025.04 FSM feature release. 0.27 Hours Partners,Customers,Employees
Landmark: Introducing New Enhancements for 2025.10 This course provides a high-level overview of the Infor Landmark Technology Runtime platform�s noteworthy new enhancements across its components. (Feature Release 2025.10) 0.83 Hours Partners,Customers,Employees
FSM: Introducing Buyer Workspaces Enhancements Introducing a series of enhancements aimed at improving the overall efficiency and user experience within the Buyer & Advance Workspaces. These include an AI-driven mechanism for identifying upcoming order exceptions, the inclusion of PO ship dates for past due orders, and the addition of extended and more flexible date range options—now up to 4 weeks—for OYR widgets. These improvements are designed to support better planning and more informed decision-making. Feature release v2025.10. 0.20 Hours Partners,Customers,Employees
FSM: Introducing Select Enhancements Supporting Contract Lifecycle Management An introduction to a series of enhancements improving functionality, flexibility, and user experience at several critical junctures of the Contract Lifecycle - from administering Contract Access for a specific Contract, to processes for Contract Proposals, Change Orders/Change Requests, and periodic Contract Evaluations. This collection of enhancements expands capabilities for users to more effectively and efficiently administer Contracts throughout their lifecycle while improving collaboration and promoting conformance to organizational and regulatory standards. Feature release v2025.10. 0.20 Hours Partners,Customers,Employees
Landmark: Using Infor Spreadsheet Designer 2025 This course describes the Installation Process, Query, Upload, Sign In/Sign Out and Accessibility features of Infor Spreadsheet Designer 0.50 Hours Partners,Customers,Employees
Landmark: Introducing Infor Spreadsheet Designer Nxt This course provides a high-level overview of enhancements delivered for Infor Spreadsheet Designer. 0.50 Hours Partners,Customers,Employees
FSM: Introducing Webapp Consolidation and Application Navigation Requester Consolidated Menu for a cleaner and refresh look for Requester Role. Feature release v2025.10. 0.30 Hours Partners,Customers,Employees
FSM: Introducing Enhancements to the Cash Manager Workspace In this session you will learn about new updates to the Cash Manager Workspace, v2025.10. 0.13 Hours Partners,Customers,Employees
FSM: Introducing the New Features in Report Designer In this session we will introduce some significant updates to the Report Designer to increase efficiency and adoption, v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing a More Intuitive and Efficient Navigation for Financial Reporting In this session we will introduce a more modern UI/UX to easily navigate and locate financial reports in the Financial Reporting application, v2025.10. 0.08 Hours Partners,Customers,Employees
FSM: Introducing Purchase Date Overrides and/or Default Options in Project Interface Control In this session you will learn how to use the new flexibility with regards to purchase date and default options in the Project Asset Interface Control process, v2025.10. 0.10 Hours Partners,Customers,Employees
FSM: Introducing Asset Retirement Obligation Requirements In this session we will help you use new functionality to store Asset Retirement Obligations (ARO) data into the depreciation process, v2025.10. 0.20 Hours Partners,Customers,Employees
FSM: Introducing Office of Inspector General (OIG) Compliance Validation - Vendor/Supplier Introduce a new feature that automates validation of the OIG checklist against Vendors/Suppliers in FSM allowing users to take further action. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing the Enhanced Birst Payable Manager Workspace In this session you will be introduced to new, uplifted Birst Analytics developed and deployed on the Payables Manager Workspace, v2025.10. 0.12 Hours Partners,Customers,Employees
FSM: Using Item Image URL for Item Master and Contract Lines In this session, learn how to derive the Item Image and Contract Special Line Image from a new field called Item Image URL, and understand how this field may be supported via Integration thru the FSM “Attribute Update” process​. Feature release v2025.10. 0.20 Hours Partners,Customers,Employees
FSM: Using Data Archive Reporting Birst Content In this session you will learn how to use Data Archive Reporting for Birst Content. Feature release v2025.10. 0.08 Hours Partners,Customers,Employees
FSM: Introducing Process Pending for a Selective Template In this course we will look at the need ability to have a calendar year and a fiscal year for the same period in Close Mgmt. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Add Accounting Entity Custom Group in Weight Builder In this course we will look at Add Accounting Entity Custom Group in Weight Builder. Feature release v2025.10.In this course we will look at Add Accounting Entity Custom Group in Weight Builder. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Add Approval Tracking to Reconciliation Management In this course we will look at Add Approval Tracking to Reconciliation Management. Feature release v2025.10 0.25 Hours Partners,Customers,Employees
FSM: Introducing Aging Report for Fund Accounting Demo In this course we will look at Aging Report for Fund Accounting Demo. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Allow Requiring both Auto Recon Policy and Supporting Documents In this course we will look at Allow Requiring both Auto Recon Policy and Supporting Documents. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Budgeting-Clear Local Budget Copy In this course we will look at Budgeting-Clear Local Budget Copy. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Dynamic Column Configuration for Budget Parameters in Report Designer In this course we will look at Dynamic Column Configuration for Budget Parameters in Report Designer. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Improve the Journalize Process In this course we will look at Improve the Journalize Process. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Journal Entry Approval Code Security Group In this course we will look at Journal Entry Approval Code Security Group. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Need Ability to Have a Calendar Year and a Fiscal Year for the Same Period in Close Mgmt In this course we will look at Need Ability to Have a Calendar Year and a Fiscal Year for the Same Period in Close Management. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Position Columns Before Row Dimensions In this course we will look at Position Columns Before Row Dimensions. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Purchase or Transaction Date in Project Asset Interface Control In this course we will look at Purchase or Transaction Date in Project Asset Interface Control. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Reconciliation Match Rule Information In this course we will look at Reconciliation Match Rule Information. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Request New Vendor and Vendor Location In this course we will look at Request New Vendor and Vendor Location. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Support Blank Values for Two Dim Option In this course we will look at Support Blank Values for Two Dim Option. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
FSM: Introducing Enhacements for Buyer & Advance Buyer Workspaces In this course we will look at Enhacements for Buyer & Advance Buyer Workspaces. Feature release v2025.10. 0.25 Hours Partners,Customers,Employees
Financials & Supply Management: Supplier Portal Overview This course provides an overview of the Supplier Portal within Financials & Supply Management (FSM) focusing on configuration, authentication methods, and transactional workflows. This course covers all available Supplier Portal options with an emphasis on how supplier-initiated transactions interact with core FSM modules. 01 Hours Partners,Customers,Employees
Services Industry: Understanding Enterprise Data Exchanges This course provides a foundational knowledge of how data moves or is shared across interconnected enterprise systems, with a focus on inter-product data exchange and its operational implications. This course explores the logic behind data flows, the cause-and-effect relationships between systems, and the importance of maintaining data integrity across Financials & Supply Management (FSM), Infor Human Resources Talent (HR Talent), HR Payroll, and Workforce Management (WFM) platforms. 1.50 Hours Partners,Customers,Employees
Services Industry: Using Persona-Based Reporting and Analytics This course will familiarize you with the key concepts, tools, and practical strategies for leveraging Reporting, Analytics, Financial Reporting, and Data Access Tools within Infor CloudSuite Service Industries (CSSI). You will gain a comprehensive understanding of how to transform data into actionable insights, streamline operations, and ensure compliance using industry-leading capabilities and best practices. 01 Hours Partners,Customers,Employees
Services Industry: Troubleshooting Migration Implementations This course provides implementation teams with the practical skills and structured approaches needed to identify, analyze, and resolve common issues that arise during enterprise system migrations across Financials & Supply Management (FSM), Human Resources Talent (HR Talent), and HR Payroll. 01 Hours Partners,Customers,Employees
Landmark Technology: Troubleshooting Async This course covers managing asynchronous processes within enterprise financial management systems using Infor's Async Administrator. You will learn to oversee the architecture and workflow of the action request processing system within Landmark. 1.50 Hours Partners,Customers,Employees
Financials & Supply Management: Planning and Implementing Tax This course offers practical guidance for those who manage sales or use tax rates, set up tax data, or integrate tax engines in Infor FSM. You will gain insights into configuring and maintaining tax codes and related data. Course topics cover tax calculation systems, planning and setup, transaction management, reporting, European compliance, data integration, and basic integration with third-party engines such as Vertex and OneSource. By the end of this course, you will have a comprehensive understanding of the processes involved in sales and use tax management within Infor Financials & Supply Management. 0.75 Hours Partners,Customers,Employees
Financials & Supply Management: Clinical Bridge Overview This course provides a high-level overview of Clinical Bridge, a managed service that integrates supply data between electronic medical record (EMR) systems and Infor systems. Participants will explore how Clinical Bridge enhances clinical, financial, supply chain, and workforce operations by automating data mapping, reducing IT and supply chain workload, and improving data accuracy across systems like Epic®, Oracle Health®, and Meditech®. 01 Hours Partners,Customers,Employees
Services Industry: Troubleshooting Conversion Implementations This course provides implementation teams with the practical skills and structured approaches needed to identify, analyze, and resolve common issues that arise during enterprise system conversions across Infor Financials & Supply Management (FSM), Infor Human Resources Talent (HR Talent), and Human Resources Payroll (HR Payroll). 01 Hours Partners,Customers,Employees
Financials & Supply Management: Strategic Sourcing Overview This course provides a high-level overview of the Strategic Sourcing application within Infor Financial and Supply Management (FSM), where organizations can simplify the process of doing business with suppliers. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Item Lifecycle Management Overview This course provides a high-level overview of the Item Lifecycle Management application within Infor Financials and Supply Management (FSM), where organizations can ensure staff and customer safety by effectively processing and managing recall information. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Intercompany Billing Overview This course covers how the organizations operating across multiple entities and geographies utilize intercompany billing to maintain accurate financial records, ensure compliance, and streamline operations. The course describes the core features of the Intercompany Billing application, including how to create billing documents that interface invoices to Payables and Receivables, define document approvals, and obtain billing documents from Payables, Global Ledger, Transfer Pricing, or Projects applications. It identifies the FSM applications that integrate with Intercompany Billing, such as Global Ledger, Payables, Receivables, Cash Ledger, Projects, and Transfer Pricing, and explains how transactions flagged for intercompany processing are routed between these applications. The course also describes the role of the Intercompany Billing Specialist, including tasks such as creating and managing billing documents, editing document headers and lines, and managing document lifecycle statuses. It explains the initial prerequisite setup required across Global Ledger, Payables, and Receivables to enable intercompany billing. 0.75 Hours Partners,Customers,Employees
Landmark: Introducing New Enhancements This course covers the Infor Landmark Technology Runtime platform's noteworthy new enhancements delivered in the 2026.04 release, spanning User Experience, Framework, and Security components. Participants will examine ten key enhancements across these components. In the User Experience area, the course describes how the Show Breadcrumbs feature is now enabled by default, providing users a visual display of their navigation path with the ability to click any breadcrumb item to navigate directly to that screen. Participants will also identify how the Infor Spreadsheet Designer 2026 now supports date localization in query functionality, automatically adjusting the date format based on the Actor's locale set in Infor Landmark FSM or HRT applications. Within the Framework component, the course explains the Landmark Technology Archiving Capabilities that enable archiving application data, purging archived data, and viewing archived data through the UI, eliminating the need for third-party data archiving solutions. 0.67 Hours Partners,Customers,Employees
Landmark: Introducing Data Archiving This course covers the problem where the Infor Landmark Technology Runtime platform did not deliver built-in application data archiving, requiring customers to build their own solution or use a third-party tool. The course explains how applications can mark Business Classes as "archivable" and how the Landmark framework handles archiving data during purge processing by moving data to an archive table before purging it from the live Business Classes. Participants will identify the solution and technical goals, including delivering purge programs with application complexities built in, a centralized Purge and Archive Catalog user interface, comfortable end-user access to archived data, the ability to restore from archive, and optimizing application performance and database storage costs. The course describes FSM modules enabled for archiving, including Accounts Payable, Accounts Receivable, Billing, Global Ledger, Inventory Control, Lease Management, Order Entry, and Purchase Order. It also identifies HRT modules enabled for archiving, including Employees, Employee Export, Job Application, Job Requisitions, and Resource Transition. 0.75 Hours Partners,Customers,Employees
FSM: Introducing New Enhancements for Distribution Management This course covers the latest Distribution Management new features delivered as Limited Availability enhancements for Infor Financials & Supply Management (FSM). It examines five key enhancements that address increasing complexity in receiving, picking, containerization, and fulfillment within warehouse operations. The course explains the License Plate Number (LPN) enhancement, which automatically generates a unique License Plate Number for each received bundle at PO receipt, binding item identity such as SKU, quantity, lot/serial, and expiration to a single scannable unit for scan-driven receiving and putaway. It describes Item Unit of Measure (UOM) Volumetrics, which introduces a Measurement System configuration supporting Metric or US Customary standards, standardizing weight, dimension, and volume UOMs across Distribution Management entities including Item, Bin, Container, and Vehicle levels. The course explains how Adding Wave Members to Wave Picking Templates enables a single Wave Template to include multiple requesting companies and locations, allowing pick lists to be generated in one consolidated run while preserving entity visibility. It identifies UOM-Driven Container Exclusion, which introduces a configuration-driven flag to exclude specific Item UOMs from container assignment, treating excluded items as standalone handling units. 0.45 Hours Partners,Employees
FSM: Introducing Enhancements to Control the Display of Items and Contract Special Lines During Requisitioning This course covers how this enhancement expands on the existing Requester Purchasing Classes feature and RSS LPL filtering to address the fragmented control model where Item Master and Contract Special Lines previously required separate restriction mechanisms, creating inconsistent governance and administrative complexity. The course describes how the solution extends Purchasing Classes to Contract Lines with Item Types of Item, Special, and Service, and adds the ability to apply Purchasing Classes to Requesting Locations for RSS search filtering based on Requisition Header definitions. It examines how both Major and Minor Purchasing Classes are considered within search filtering, including filtering when using Add All in Add From Shopping Lists or copying a Requisition. The course also presents the new District Administration Panel, clearer Setup Menu in Item Group, and new Purchasing Class Groups that enable streamlined definition and maintenance of Purchasing Classes across Items and Contract Lines with the ability to assign them to Requesters and Requesting Locations. 0.53 Hours Partners,Customers,Employees
Landmark: Using Data Archiving This course covers detailed description of how to set up, activate, and use the new data archiving features for Financials & Supply Management (FSM) and HR Talent (HRT). It explains why this capability exists, addressing how transactional data grows continuously in MT environments, causing large transactional tables to degrade performance, increase replication and refresh durations, and necessitate structured archiving solutions. Participants will examine the data lifecycle model, distinguishing between Live, Archived, and Purged data states, and how each impacts user access, UI experience, CRUD capability, performance, replication, audit logs, reporting, governance control, storage footprint, and reversibility. The course demonstrates how to enable and configure Data Archiving using the Feature Toggle and configuration parameters such as EnableArchiving, and how to execute purge-to-archive programs through the Purge Catalog. It also covers how to access archived data using Archive Mode, which provides a read-only view of historical transactions within the FSM or HRT application screens, supporting personalization, report creation, and CSV and PDF output generation. 0.42 Hours Partners,Customers,Employees
FSM: Introducing Vendor Backorder Visibility for RSS This course covers the the common procurement challenge where vendors cannot fulfill orders in full due to insufficient stock, delaying delivery until items become available. Participants will explore the existing Vendor Backorder functionality introduced in Purchasing in April 2024, which captures all Vendor Backorder acknowledgements through EDI, Supplier Portal, and Manual Acknowledgements, and displays backorder notifications on Requisition Lines, PO Lines, and RSS-LPL. The course demonstrates the new enhancements that implement Vendor Backorder Notifications directly within the RSS-LPL Item Cart, Catalog Search (List View and Gallery View), and Shopping List (List View and Gallery View). Participants will identify how the system displays hover-over notifications in the Item Cart stating "Item is on backorder…" when an ordered item is in backorder status. The course also illustrates how backorder notifications can now be viewed directly within Catalog Search and Shopping List views, enabling users to identify backordered items before adding them to the cart. 0.25 Hours Partners,Customers,Employees
FSM: Introducing System Determined Bin for Bin Reorder Policy This course covers how the current bin replenishment process relies solely on the predefined bin source in the Bin Reorder Policy and does not consider product expiration dates, which may lead to inefficient stock utilization. The enhancement introduces the ability to prioritize issuance of inventory items that are first to expire using FEFO (First Expiry, First Out) methodology, ensuring that a picking job for bin replenishment directs the picker to the item with the closest expiry date. A new field called System Determined Bin has been added, allowing multiple bins to be used in determining where to pick to replenish the primary bin. When the System Determined Bin is enabled, the Bin Replenishment Report checks for the best bin in the following order: Lot Expiration, Unit of Measure, Lot Number, Sublot Number, and Bin. The enhancement delivers three key benefits: it reduces expiry and waste by ensuring items with the closest expiry are used first, it improves stock rotation by enforcing FIFO/FEFO and better inventory aging accuracy, and it increases picking efficiency by minimizing errors and standardizing picking decisions. 0.08 Hours Partners,Customers,Employees
FSM: Introducing New Enhancements for Item Lifecycle Management This course covers the enhancements to Item Lifecycle Management (ILM) delivered in the FSM release 2026.04, focusing on two key enhancements: Support for Decentralized Oversight of Recall Tasks (RN-7342821) and Support for Department Identified in NRAC with Triaging of Notices and Tasks based on Department (RN-7342796). The course examines the problem where FSM ILM allowed only one Coordinator per Notice, forcing central teams to manage recall workflows they could not realistically oversee, and where customers compensated with inefficient workarounds such as duplicating Notices for each site-specific coordinator. It explains the solution that enables assigning Coordinators at multiple levels of the ILM Organization including Companies and Locations, supporting multiple Coordinators for a single Notice, and conducting Notice Q&A between Responders and Organization Coordinators. 0.75 Hours Partners,Customers,Employees
FSM: Using New Value+ for Packing Slip Attachment Automation This course covers the Value+ Packing Slip Attachment Automation enhancement delivered in the FSM 2026.04 release as Limited Availability. It describes the problem of manually separating bulk packing slip files and attaching them to corresponding Purchase Order (PO) Receipts, and explains how the automation solution eliminates this tedious manual process. The course examines the end-to-end architectural and technical flow, detailing how RPA picks up packing slip documents from a folder or email, IDP identifies and separates bulk packing slips into individual files per PO, AI determines the ShipTo location from the address, and IDM stores the packing slip documents. It demonstrates the automation of attaching packing slips to their existing PO Receipts and Buyer Messages, as well as the optional automatic creation of PO Receipt Headers and Lines when no receipt exists in the system. The course identifies key limitations and exception scenarios including mismatches in item, quantity, or unit of measure between packing slips and PO Receipt lines, unsupported file formats, missing mandatory fields, and file size limits of 10 MB. It also explains how to configure the RPA process arguments through the setup screen to enable or disable automatic PO Receipt creation. 0.38 Hours Partners,Employees
FSM: Introducing Report Designer Enhancements This course covers the Report Designer Enhancements for the GL Ad Hoc Report Designer delivered in the Financials & Supply Management v2026.04 release, presenting eleven enhancements focused on improving usability, readability, and control in report creation and execution. Participants will examine the Enable Multiple Owners for Report Grouping Folders enhancement, which introduces the ability to assign multiple owners to a Report Grouping Folder allowing teams to collaboratively manage reports with a new Add Owner option. The course demonstrates the Restrict (Warning) for Scenario added to the Report Selection, which enforces Scenario usage exclusively in the Column Dimension Filter and prevents configuration conflicts that cause reports to return no data. Participants will analyze the Log All Parameters Used on Report at Preview and Run Report enhancement that populates all selected parameters at the end of the report for improved clarity and transparency. The course covers the Add Toggle Option for Displaying Negative Numbers with Parenthesis or Negative Signs, providing two formatting options under Reports Main tab. 0.33 Hours Partners,Customers,Employees
FSM: Introducing New Enhancements for Contract Management This course covers the ability to control the display of certain Items and Contract Special Lines in Requisitioning (RQ) and RSS searches for specific Requesters or Requesting Locations using Purchasing Classes, which simplifies and consolidates workflows while enhancing compliance with organizational purchasing policies. The course demonstrates the new Mass Maintenance Options for setting Contract Line Priority directly within FSM Contract Management, reducing reliance on ISD and streamlining contract setup by enabling global priority settings and ad-hoc line priority exception management. It explains the expanded search functionality for Commodity Code fields on Contract Lines, replacing the previous "Starts With" search with system default "Contains" search and advanced options such as Equals, Ends With, and separate search inputs for Commodity Code and Description fields. 0.55 Hours Partners,Customers,Employees
FSM: Introducing Invoice Processing Enhancements This course covers the operational challenges organizations face in high-volume invoice processing environments, such as performance constraints in sequential processing, email ingestion risks, duplicate file handling issues, and limited diagnostic visibility. The course details how parallel RPA execution with up to five concurrent runs and asynchronous IDP calls significantly reduce end-to-end processing time. It explains the self-learning AI feature within DII that captures user corrections during invoice validation, stores them in log tables, and applies them to improve future AI extraction predictions once configured thresholds are met. The course also describes process-level configuration for document classes and date formats through the ValidInvoiceTypes parameter, eliminating dependency on RPA code changes. It demonstrates how controlled reprocessing limits automatically route repeatedly failed invoices to the Archive folder based on user-configured limits. 0.18 Hours Partners,Customers,Employees
FSM: Introducing New Automation in Close Management Learn about new automation built into the close process in Close Management. 2026.04 0.18 Hours Partners,Customers,Employees
FSM: Introducing Status Fields in Project Financial Reports This course covers two key enhancements within the Projects module: a summary-level status field (e.g., Active/Inactive) introduced across all project financial reports to enable high-level filtering, and a posting-level status field implemented with four predefined options or user-defined values to allow for more granular filtering. The course identifies the industry problem where users were previously unable to run Financial Project Reports based on project status indicators, despite status indicators being available at both summary and posting levels, which reduced reporting flexibility and usability. Participants analyze the solution that enables filtering at both levels, such as generating reports specifically for capital projects by filtering by the status "Capital." The course explains how this enhancement improves the usability of reports by enabling users to quickly filter and identify relevant projects, streamlining the reporting process and enhancing decision-making efficiency. It describes how the new status information is displayed directly in the report, reducing the need for manual checks or external references and improving overall reporting clarity. 0.13 Hours Partners,Customers,Employees
Financials & Supply Management: Grant Accounting Overview This course covers the purpose of Grant Accounting, which provides the ability to set up, process, and monitor grant-related data and transactions for organizations such as universities, academic medical centers, research hospitals, research institutes, non-profit organizations, and K-12 school districts. The course examines the grant process life cycle, including project development, proposal submission, grant award, award management, and award closeout, and identifies how Grant Accounting is designated for use around the Award Acceptance phase. It describes the benefits of Grant Accounting, such as simplifying the user experience for data entry, calculation, and processing, operating independently of payroll for labor distribution and effort, empowering users with knowledgeable resource control, eliminating unnecessary adjustments and cost transfers, and facilitating adherence to federal guidelines. The course explains how Grant Accounting integrates with Global Ledger, Project Ledger, and Project Invoicing and Revenue applications within FSM financials core. 0.75 Hours Partners,Customers,Employees
Financials & Supply Management: Financial Reporting Overview This course provides an overview of Infor’s Financial Reporting approach. Learners will explore how Financial Reporting fits within Infor’s broader data, reporting, and analytics strategy, and gain familiarity with delivered reporting content across industries. The course introduces the Financial Reporting workspace, key configuration options, context parameters, and core report functionality. Participants will review standard and expanded report views within the Summary Trial Balance, and understand how reporting templates can be leveraged and managed. 0.75 Hours Partners,Customers,Employees
Financials & Supply Management: Cash Management Overview This course covers the primary functions of the Cash application, including recording bank transactions, maintaining accurate bank balances, reconciling bank statements with recorded transactions, and ensuring payments, receipts, and transfers match bank records. The course identifies key features such as maintaining a repository of all bank transactions, reconciling bank accounts, retaining bank account balance information, sending payments and voided payments generated by Payables, recording fund transfers between bank accounts, and creating cash receipts. It explains how the Cash application integrates with other FSM applications, including Global Ledger, Payables, Receivables, Currency, and Franchise Billing, to support complete and accurate financial processing. The course also identifies security roles such as Cash Administrator, Cash Manager, Cash Accountant, and Cash Analyst, describing the responsibilities associated with each role. Additionally, it describes the Cash process flow covering setup, interface, transaction processing, and accessing data, and explores the consolidated Cash webapp as a centralized location for all Cash-related processes. 0.50 Hours Partners,Customers,Employees
Financials & Supply Management: Payables Overview This course provides an overview of the Payables application in Infor Financials & Supply Management (FSM). Learners will explore the Payables process flow, key setup requirements, and integration points with Global Ledger and Cash Management. The course covers vendor structure configuration, invoice assignment setup, period-end and year-end closing activities, and methods for accessing Payables data. Upon completion, learners will understand how Payables supports vendor payment processing, financial accuracy, and reporting within FSM. 1.50 Hours Partners,Customers,Employees
Financials & Supply Management: Contract Management Overview Welcome to Financials and Supply Management: Contract Management Overview. This foundational course introduces the purpose, components, integrations, and creation processes of contract management within Infor FSM. You will explore how contract management centralizes supplier agreements, standardizes terms and conditions, and supports spend control, compliance, and cost reduction. Across four lessons, you will learn the core components of a contract, how Contracts consolidated webapp integrates with Purchasing, Inventory Control, Strategic Sourcing, Payables, and Supplier Portal, the seven ways to create contracts, and the identifiers used to differentiate them. The course also covers key security roles associated with contract processing. 01 Hours Partners,Customers,Employees
FSM: Using Enhanced Value+ for Invoice Processing Using Value+ use case for Invoice Processing, delivered with enhanced features in the 2026.04 feature release. 1.27 Hours Partners,Customers,Employees
FSM: Using New Value+ for Advanced Forecasting Using Value+ use case for Advanced Forecasting, introduced in the 2026.04 feature release. 0.50 Hours Partners,Customers,Employees
FSM: Using Enhanced Value+ for Buyer Advanced Workspace Using Value+ use case for Buyer Advanced Workspace, delivered with enhanced features in the 2026.04 feature release. 0.62 Hours Partners,Customers,Employees
FSM: Using Enhanced Value+ for Requisition Anomaly Using Value+ use case for Requisition Anomalies delivered with enhanced features in the 2026.04 feature release. 0.50 Hours Partners,Customers,Employees
FSM: Using Enhanced Value+ for Vendor Performance Insights Using Value+ use case for Vendor Performance, delivered with enhanced features in the 2026.04 feature release. 0.40 Hours Partners,Customers,Employees
FSM: Introducing New Features and Enhancements for the Payment Portal This session will cover how to use the new features and enhancements for the Payment Portal available in the 2026.10 release. 0.20 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Budgets This session will cover how to use the new features and enhancements for Budgets available in the 2026.10 release. 0.18 Hours Partners,Employees
FSM: Introducing Par Transfers for Inventory Management This course will provide an introduction to a new feature within FSM Inventory for managing the transfer of supplies from one Par Location to another Par or Requesting Location without going thru Inventory, supporting operational agility for the sharing of supplies while ensuring proper GL accounting and auditability. Feature release 2026.10. 0.17 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Allocations Introducing Purging and Archiving Capabilities in Allocations delivered in the release 2026.10. This course provides a high-level overview of enhancements included in the release. 0.13 Hours Partners,Employees
FSM: Using Inventory Region–Driven Purchase Order Management + Updates to Buyer Workspace This course will explore how to use the latest enhancements to FSM Purchasing to improve the management of Purchase Requests and Purchase Orders across large teams of Buyers, including insights available within the Infor OS Buyer Workspace. Feature release 2026.10. 0.33 Hours Partners,Employees
FSM: Using Infor GenAI for FSM Discover how the new GenAI Agents in FSM Feature release 2026.10. help users work smarter, faster, and more effectively. This session provides a practical introduction to agent-driven experiences, including key capabilities, real-world use cases, and best practices for getting started. 0.67 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Close Management This session will cover how to use the new features and enhancements for Close Management available in the 2026.10 release. 0.20 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Report Designer This session will cover how to use the new features and enhancements for Report Designer available in the 2026.10 release. 0.17 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Global Ledger This session will cover how to use the new features and enhancements for Global Ledger available in the 2026.10 release. 0.13 Hours Partners,Employees
FSM: Introducing Enhancements for Item Lifecycle Management This session will provide an introduction to the latest features and enhancements for Item Lifecycle Management available with the 2026.04 Feature Release, including improved visibility and searching for the FDA Recall Number, as well as the ability to handle modified NRAC Recall Notices. Feature release 2026.10. 0.28 Hours Partners,Employees
FSM: Introducing New Features and Enhancements for Financial Reporting This session will cover how to use the new features and enhancements for Financial Reporting available in the 2026.10 release. 0.12 Hours Partners,Employees

Self-directed Learning (SDL)

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Course Name Course Description Course Duration Course Audience
Lawson: Configuring and Administering Strategic Sourcing and Supplier Portal - Self-directed Learning This course covers the basics of each module within the Strategic Sourcing application, as well as integration considerations and their effects on the procurement process. It includes Supplier Portal setup and configuration, providing a comprehensive understanding of how to manage suppliers, events, and sourcing groups. The course details the architecture and security of Landmark Strategic Sourcing, outlines the relationships between supplier groups, sourcing groups, and companies, and explains the process of setting up and maintaining these entities. Participants will learn how to create and manage events, register suppliers, and handle responses and awards. The course also covers integration with Contract Management, reporting, and administrative utilities, ensuring learners are equipped to optimize procurement and supplier management within the Lawson environment. 24 Hours Partners,Customers,Employees
Lawson: v10 Using Microsoft Office Add-Ins - Basic - Self-directed Learning This course covers installing and using Infor Lawson Add-Ins for Microsoft Office, focusing on versions 10.0.x and all previous releases. It provides step-by-step guidance for using the Query Wizard to perform database table queries, mail merge, and application-based queries, as well as the Upload Wizard for uploading data to Lawson forms. The course includes practical exercises for mapping Excel worksheets, uploading employee and vendor data, and managing job classes. Participants will learn how to use advanced techniques with the Upload Wizard, including mapping columns and handling sub-forms. The workbook also details integration with Infor Smart Office and provides reference materials for further learning. The course is designed to help users maximize efficiency and accuracy when working with Lawson data in Microsoft Office environments. 08 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Accounts Payable - Self-directed Learning This course covers Accounts Payable setup, as well as processing, maintenance, and accessing Accounts Payable related information. The training is designed for versions 10.0.6 and all previous versions, and includes lessons on navigating the Infor Lawson user interface, understanding Accounts Payable process flows, integrating with other Lawson applications, and setting up required components such as currency, cash management, terms, tax, vendor structure, payment structure, company structure, and Accounts Payable codes. The course also addresses adding and maintaining vendors, entering and releasing expense invoices, maintaining invoices, paying invoices, invoice entry options, voiding payments, closing periods or year-end, processing reportable income, and accessing Accounts Payable data. Step-by-step exercises and demonstrations are provided throughout the workbook to reinforce learning and practical application. 32 Hours Partners,Customers,Employees
Lawson: v10 Administering Users - Self-directed Learning This course covers the knowledge and skills required for Infor Lawson administrators to provision different types of resources and users in the Infor Lawson System Foundation and Infor Landmark Technology Runtime environments using the Infor Security Administrator tool. The course focuses on managing user access in a federated environment through role assignment, role definition by adding or removing Infor-delivered security classes, and provisioning access to Infor applications such as Infor Rich Client, Infor Smart Office, Infor Ming.le, Infor Lawson for Infor Ming.le, Infor Lawson Add-ins, Infor Lawson Mobile applications, Infor Lawson Mobile Supply Chain Management (MSCM), and Infor Lawson Business Intelligence (LBI). Participants will learn to recognize architecture components, identify user interfaces, understand security services, and administer user access across multiple platforms. The workbook includes hands-on exercises, demonstrations, and step-by-step instructions for practical application. Reference materials and system requirements are also provided to support learning. 24 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Invoice Matching - Self-directed Learning This course covers setup of the Invoice Matching application and processing Match invoices. Topics include invoice match setup, the processes for invoice entry, setup, and reconciliation, and how to set up invoice messaging to notify buyers when entry or reconciliation discrepancies exist. The course provides guidance on integration dependencies, match class structure, rule groups, handling codes, company setup, match codes, invoice messaging, vendor match parameters, and the processes for entering, matching, and reconciling invoices. It also covers actions to take with invoice messages, available messaging flows, chargebacks, reversing matches, approving invoices for payment, prepaid processes, interface and auto-match processes, and completing the invoice matching process. 24 Hours Partners,Customers,Employees
Lawson: v10 Administering Security - Self-directed Learning This course covers the principles and practices of administering security within the Infor Lawson System Foundation 10 environment. It introduces the security components installed with LSF, including authentication, credentials, session management, authorization, and resource management. The course details the methodology for creating security profiles, classes, and rules, and explains the object-oriented approach to security design. Participants will learn about distributed administration, the creation of security sub-administrators, and the use of inheritance to simplify maintenance. The workbook provides step-by-step instructions for establishing roles, assigning security classes, and managing user access. It also covers the migration from LAUA to LSF Security, security auditing, reporting, and logging, and includes appendices for implementation assistance and planning. 32 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Project Accounting - Self-directed Learning This course covers the configuration and administration of Project Accounting within the Lawson system. It provides a comprehensive overview of project accounting concepts, including activity-based costing, integration with other Lawson applications, and operational detail management. The course guides learners through defining account categories, activity groups, activities, and resources, as well as budgeting, processing transactions, and reporting. It emphasizes the flexibility of Project Accounting to support multiple structures and work breakdowns, and details setup tasks required for effective tracking and reporting. Learners will also explore audit functions, allocation methods, and capitalization processes, ensuring a thorough understanding of both required and optional setup procedures. 40 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Accounts Receivable - Self-directed Learning This course covers tasks associated with accounts receivable, including setup, transaction creation, cash processing, credit management, and reporting. It is designed for version 10.0.x and all previous versions. The course provides a comprehensive review of the General Ledger, currency codes, cash ledger, terms, tax setup, customer group and company setup, finance charges, process levels, AR codes, customer setup, transaction creation and maintenance, cash entry and application, automatic application, maintaining cash and applications, chargebacks, credit and aging reports, period processing, closing periods, and inquiry reports. The workbook includes appendices for user interface guidance, student reference data, and system configuration tips. Learners will gain practical experience through demos and exercises, ensuring a thorough understanding of accounts receivable processes in Lawson. 24 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Asset Management - Self-directed Learning This course covers how to configure and administer the Asset Management application in Infor Lawson Financials. Through a series of hands-on exercises, students will learn how to set up Asset Management, define the reporting structure, define processing parameters, as well as add, adjust, transfer, and dispose of assets. Report creation and auditing setup and management are also discussed. The course includes detailed steps for defining required and reporting elements, processing parameters, and asset addition templates. It addresses adding assets both manually and from other Lawson applications, making adjustments, transferring, and disposing of assets. The course also covers closing and year-end processes, using asset attributes, generating listings and reports, and leveraging Lawson Business Intelligence to create data marts. 24 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Requisitions - Self-directed Learning This course covers the information and practice needed to effectively manage your organizations requisition activities. The course introduces the procurement process flow, integration with other applications, and the business decisions necessary for requisitions setup. Participants learn to create requisitions using direct entry, procurement templates, and by copying existing requisitions, as well as utilizing the Bill Only function. The course also covers approval processes, demand on stock and vendors, cart/par location creation and processing, and managing requisition statuses. Exercises and demonstrations are included throughout to reinforce learning and provide hands-on experience. 08 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Billing - Self-directed Learning This course covers how to set up Billing, set up item pricing, create invoices and billing adjustments, create and process recurring invoices, print and update invoices, and close the billing period. The course provides guidance for versions 10.x and all previous versions, including the setup of billing companies, process levels, invoice types, and special order items. Participants will learn about the integration of Billing with other Lawson applications, such as General Ledger, Accounts Payable, Inventory Control, Purchase Order, and Project Accounting. The workbook details the processes for defining pricing structures, managing invoicing, and period closing, as well as the best practices for closing billing periods before general ledger periods. The course also includes exercises for reviewing billing flowcharts, setting up billing companies, and defining invoice types. 08 Hours Partners,Customers,Employees
Lawson: v10 Administering Lawson Data - Self-directed Learning This course covers the administration of Lawson data, focusing on the essential concepts and principles required to manage and maintain data within the Lawson environment. It provides a comprehensive understanding of data structures, security, and user access, as well as the tools and techniques used for data manipulation and reporting. Participants will learn about best practices for data integrity, troubleshooting common issues, and optimizing system performance. The course also addresses the integration of Lawson data with other business applications, ensuring seamless data flow and consistency. Through practical exercises and real-world scenarios, learners will gain hands-on experience in administering Lawson data. The curriculum is designed to equip administrators with the skills necessary to support organizational data needs effectively. Emphasis is placed on compliance, audit requirements, and maintaining data confidentiality. By the end of the course, attendees will be prepared to handle complex data administration tasks within the Lawson system. 16 Hours Partners,Customers,Employees
Lawson: v9x - v10x Administering System Foundation Differences - Self-directed Learning This course covers the changes to architecture and maintenance procedures of Infor Lawson System Foundation. It is designed for versions 10.0.8 and all previous versions, focusing on the differences between 9x and 10x releases. The course provides an overview of the architecture, components, and requirements for the Infor Lawson System Foundation 10x release, as well as support for running the Infor Landmark Technology 10x required system. It includes guidance on user and security administration, maintenance of Infor Ming.le Foundation, and Infor Lawson for Ming.le. Administrators seeking detailed architecture and maintenance procedures for Landmark Technology products are advised to attend the Infor Landmark Foundation and Administration course. The workbook also contains appendices with reference data, synchronization process flows, and maintenance report samples. 24 Hours Partners,Customers,Employees
Lawson: Administering AP Invoice Automation - Self-directed Learning This course covers the knowledge and skills an Application Administrator would need to manage the Lawson AP Invoice Automation. Application training includes (but is not limited to) setup tasks such as creating resources, assigning security classes to roles, assigning roles to actors, creating finance groups, invoice assignment rules, invoice approval codes, and invoice routing rules. The course provides conceptual information and step-by-step procedural instructions for practical application, including system configuration, security setup, and administrative tasks. It also covers the AP Invoice Automation process flow, integration with Lawson Financials, and the use of dashboards for monitoring invoice statuses. Participants will learn about proxy management, troubleshooting utilities, and reporting features. 24 Hours Partners,Customers,Employees
Lawson: Configuring and Administering Reconciliation Management (v10.1) - Self-directed Learning This course covers foundational instruction on Infor Lawson Reconciliation Management. You will learn how to use account reconciliation to control the quality and accuracy of financial statements by effectively managing and performing reconciliations. The course provides guidance on integrating Reconciliation Management with Infor Lawson Financial applications, establishing finance groups, companies, and action reasons, and setting up calendars. It also covers creating resources and teams, approval codes and levels, and the various types of reconciliation including basic, AP accrual, cash, clearing accounts, and asset reconciliation. You will learn how to prepare for reconciliation, perform basic and specialized reconciliations, and analyze reconciliation statuses and accounts. 16 Hours Partners,Customers,Employees
Lawson: v10 Using Spreadsheet Designer for Microsoft Excel - Self-directed Learning (v10) This course covers the features and functions of Infor Spreadsheet Designer and its application within Lawson. It introduces the Excel add-in for Landmark applications, providing easy access to application data from within Excel. The course explains mapping Landmark data items to Excel spreadsheets, including queries, uploads, updates, and deletions. It details how to define multiple queries in a single spreadsheet, leverage pre-defined lists, and utilize Excels full functionality such as pivot tables, conditional styling, and charting. Participants learn about the integration with Infor Landmark and other user interfaces, the basics of Landmark Technology, data areas, database structures, and user interfaces. The workbook includes practical exercises for uploading data, validating results, and managing multi-spreadsheet uploads. 04 Hours Partners,Customers,Employees
Lawson: v10 Technology Foundation - Self-directed Learning This course covers the foundational concepts and administrative tools of Infor Lawson System Foundation (LSF) and Infor Landmark Technology. Learners are introduced to the architecture, directory structures, and interfaces for both platforms, including administrative and end-user perspectives. The course explores business process management tools such as Business Process Management, Infor Process Automation, Infor Lawson Add-ins for Microsoft Office, Infor Spreadsheet Designer, Infor Lawson Design Studio, and Application Development Workbench. Security, user administration, and monitoring are addressed, along with technology platform components like Infor ION, Infor Ming.le, and Infor Business Vault. Participants gain practical experience with system configuration, user management, and business process automation, preparing them for effective administration and integration of Infor solutions. 16 Hours Partners,Customers,Employees
Lawson Technology: Configuring and Administering Infor Security for the Cloud - Self-directed Learning This course covers configuring and administering security using Infor Federation Services (IFS). Exercises cover IFS integration with the Landmark technology platform to support applications such as CloudSuite Financials (CSF) and Global HR (GHR), although the process is very similar when integrating IFS with other Infor applications. The Identity Provider (IdP) integration process is also covered and includes an IdP integration example. This course complements the training in Lawson Technology: v11 Administering Landmark Security for the Cloud. Both security training courses are recommended if using a Landmark application. This training is for v11 CloudSuite applications running on Infor OS. The course provides practical exercises and guidance for configuring, integrating, and maintaining security across Infor applications in the cloud environment. Participants will gain hands-on experience with provisioning users, integrating applications with IFS, and troubleshooting security issues. The course is designed to optimize learning for those working with advanced security models and Landmark applications. 16 Hours Partners,Customers,Employees
Lawson Technology: v10 - v11 Administering Configuration Console Differences - Self-directed Learning This course covers the differences between Configuration Console version 10 and version 11, including new features, setup, creation of personalizations, configurations, security authorization, business classes, and action requests. Learners will explore the Configuration Console tool within the Infor Rich Client, focusing on real-time application and security configurations, web services, and MIME types. The course provides hands-on exercises and demonstrations for configuring data areas, application business logic, user interfaces, and using new Landmark Pattern Language (LPL) patterns. Administrative tasks for managing the Configuration Console, such as updates, cache clearing, and using Delivered LPL Compare, are addressed. Participants will gain practical experience in both global and user-specific configurations, extending application components, and integrating with external systems. 16 Hours Partners,Customers,Employees
Landmark Technology: Using Spreadsheet Designer for Microsoft Excel - Self-directed Learning This course introduces Infor Spreadsheet Designer and provides practice on using the tool with Landmark applications. Participants will learn methods for querying and filtering data, and for uploading single and multiple spreadsheets. The course also covers new features available in Landmark 11. This training is applicable to Infor Landmark version: 11 and all previous versions. This course includes a workbook, demonstrations, 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 Skytap Users,Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Grant Accounting - Self-directed Learning This course covers the configuration and administration of Grant Accounting within Financials & Supply Management. It guides learners through the setup, processing, and monitoring of grant-related data and transactions, including the grant process life cycle from project development to award closeout. The course details integration with other Infor applications such as Global Ledger, Project Ledger, and Project Invoicing and Revenue, and explains the setup requirements for these applications. Learners will explore security roles, the Projects consolidated webapp, and the Industry Process Catalog (IPC) business processes. The course also covers project prerequisites, project creation, funding setup, contract definition, invoice processing, budget setup, encumbrance processing, labor distribution, effort reporting, and generating reports for grant-related data. Additionally, it provides guidance on viewing grant project transactions from other systems and understanding the organizational structure, dimensions, hierarchies, and reporting basis required for effective grant accounting. 24 Hours Skytap Users,Partners,Customers,Employees
Financials & Supply Management: Applications Foundation - Self-directed Learning This course covers a foundational overview of the key business applications and processes used in Financials & Supply Management (FSM). It introduces business processes, application functionality, how applications work together, and setup considerations. The course provides an overview of technology, security, and business process tools such as Infor Process Automation, Infor Spreadsheet Designer, and Configuration Console. Financial Reporting is also included. Participants will learn about the integration paths for procurement, contract management, payables, inventory, and receivables, and how these applications support enterprise decision-making. The course details the features of the OS Portal, navigation options, and the role of workspaces in accessing FSM applications. It also covers the structure and functionality of FSM applications, including Global Ledger, Cash Management, Receivables, Project Ledger, Lease Accounting, Asset Accounting, Matching and Payables, Tax, Contract Management, Requisitioning, Purchasing, Warehouse, Inventory Control, Strategic Sourcing, and Item Lifecycle Management. The course emphasizes the importance of standardizing and automating procurement processes, optimizing vendor relationships, and extending the value of the supply chain. 32 Hours Skytap Users,Partners,Customers,Employees
Financials & Supply Management: Configuring and Using Contract Management - Self-directed Learning This course covers navigating the user interface, understanding security basics relevant to Contract Management, and performing primary, administrative, and shared setup tasks for key components. The course details vendor and supplier setup, multiple methods for creating and processing contracts, and outlines process flows for contract approval. Learners will configure pricing and rebates, cost defaulting, and contract utilities. Additional hands-on exercises include setting up subcontractors, approving contracts with redlining documents, creating contracts from interviews, setting milestones and deliverables, and maintaining supplier performance. Integration with Strategic Sourcing and advanced contract creation methods are also covered. 32 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Purchasing - Self-directed Learning This course covers administrative tasks such as setting up buyer groups and terms, and functional procedures such as creating, issuing, and managing purchase orders using various methods. The course also covers receiving and processing orders, reconciling receipts, handling vendor returns, and defining billing options with Bill Codes. Period closing and reporting are addressed, along with embedded analytics and business intelligence. Participants will learn to utilize procurement templates, manage vendor contracts, and optimize purchasing compliance and inventory. The course provides practical exercises for setting up procurement groups, configuring companies, and leveraging document management for purchasing documents. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Item Lifecycle Management - Self-directed Learning This course covers how to process and manage recall notices, safety notices, and device corrections received by your organization using Item Lifecycle Management. You will learn to capture item lifecycle notices, create tasks and notices for individuals responsible for notices, and generate information for FDA compliance and risk management audits. The course details the process of configuring Item Lifecycle Management, including user roles, workflow steps, and required data elements. It explains how to create notices using various options, administer notices by running product transaction queries, and process and close notices. You will also learn to process new item proposals and trial items, and utilize reports, tools, and utilities to monitor and analyze notices and tasks. The course provides practical exercises and demonstrations to reinforce learning, covering the setup of item lifecycle management groups, users, organizations, domains, task instructions, notice types, and action reasons. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Payables - Self-directed Learning This course covers configuring, administering, and processing transactions in Payables. It guides learners through the setup and integration of Payables with other FSM applications, including Global Ledger, Cash Management, and Vendor Structure. The course details the processes for invoice entry, payment processing, and approval workflows, emphasizing automation and accuracy. Learners will explore the creation and management of pay groups, vendor records, and payment codes, as well as the customization of invoice routing using Infor Process Automation. The course also addresses tax setup, payment terms, and reporting, ensuring compliance and efficient financial operations. Troubleshooting techniques and system controls are included to help maintain data integrity and streamline operations. By the end, participants will understand how to optimize Payables for their organization, leveraging FSM’s robust features for financial management and reporting. 32 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Billing - Self-directed Learning This course covers how to set up a Billing Company, set up item pricing, create invoices, create and process recurring invoices, print and update invoices, and close the billing period. It also explains billing adjustments. The course details the processes and roles involved in managing billing operations within the Billing application, including configuration of billing companies, process levels, invoice types, and reason codes. It describes the relationship between item pricing and inventory, and provides guidance on creating, maintaining, and managing invoices and billing adjustments. The course includes instructions for setting up and creating recurring invoices, printing and updating invoices to ensure accurate data reflection in the Global Ledger, Project Accounting, and Accounts Receivable systems, and closing the billing period. The course also covers the integration of billing with other financial and supply management processes, and emphasizes best practices for period closing and record updates. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Receivables - Self-directed Learning This course covers the setup, configuration, and administration of Financials & Supply Management (FSM) Receivables. Participants learn how Receivables integrates with other FSM applications and review the prerequisites required for successful processing, including Global Ledger, Currency, Cash Management, and Terms setup. The course covers customer group and company configuration, finance charges, process levels, receivables codes, and customer setup. Participants also learn how to create and maintain transactions, process payments, apply cash, manage electronic funds transfers (EFT), perform automatic applications, maintain cash applications, create chargebacks and return-to-maker transactions, review credit and aging information, complete period-end processing, generate reports, and use the Billing and Receivables Portal. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Global Ledger (OM) - Self-directed Learning This course covers how to configure, administer, and process transactions in Global Ledger within Financials and Supply Management (FSM). It provides an overview of Global Ledger, including its role as the core financial solution and central repository for data from other FSM applications. Participants describe the functions of Global Ledger, explain how it interfaces with subledgers such as Allocations, Budgeting, Currency, and other FSM solutions, and identify enterprise structure setup requirements. The course examines finance enterprise group (FEG) concepts, including global financial settings, currency setup, dimensions and hierarchies, ledgers, chart of accounts, calendars, reporting requirements, and close configuration. Participants describe how to set up finance enterprise groups by configuring currency codes, enterprise and entity level definitions, accounting entities, accounts, subaccounts, dimension structures, and account regular expressions. The course also explains currency processing, including multi-currency transactions, currency revaluation, and translation. Additionally, participants explain how to process journals, including creating, maintaining, releasing, and posting journal entries. The course identifies closing activities such as closing recurring journal periods, running currency revaluation and translation, closing periods and ledgers, and explains inquiries and maintenance activities for Global Ledger. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Inventory Control - Self-directed Learning This course covers skills and knowledge necessary to define items and manage inventory using the Financials & Supply Management Inventory Control application. Participants will describe the functions of the FSM application, explain integration points between FSM processes and Inventory Control, configure Inventory Control settings, set up items and item locations, create inventory transactions, replenish inventory, conduct physical inventory, configure and replenish cart/par locations, explain the process for closing inventory control periods, and evaluate inventory reports. The course emphasizes the application of business decisions in setup, integration dependencies, organizational structure, and inventory codes. Learners will demonstrate the ability to manage inventory locations, apply multiple replenishment and costing methods, and maintain compliance with tracking and reporting requirements. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Asset Accounting - Self-directed Learning This course covers configuring and administering the Asset Accounting application in Financials & Supply Management. Participants will describe the functions and features of Asset Accounting, explain the required setup components, summarize options for processing asset transactions, demonstrate methods to add assets, evaluate interface options between Infor solutions and Asset Accounting, analyze asset adjustment processes, apply asset transfer procedures, explain asset disposal and review methods, describe period and year-end closing activities, and identify Asset Accounting inquiries and reports. The course also prepares learners to describe key information needed for importing assets, ensuring compliance with reporting and audit requirements, and maintaining asset lifecycle records. Learners will configure asset templates, process additions, adjustments, transfers, and disposals, and utilize role-based landing pages for asset management. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Requisitioning-Self-directed Learning This course covers requisitioning features and setup processes for effectively managing your organization’s requisition activities. It includes configuring requisitioning structures, establishing requester and requesting locations, and defining approval levels. The course demonstrates how to create requisitions manually and through Requisition Self Service, outlines the use of catalog searches, templates, and Punchout vendors, and details replenishment of cart/par locations. Participants will apply system configuration for requisitions, identify item types, describe cost override procedures, and evaluate requisitioning rules. The course also explains automation for requisition approvals, describes batch and online allocation methods, and demonstrates processing requisitions through inventory and vendor channels. Learners will summarize requisitioning integration with other Infor solutions and analyze user roles and navigation features within the application. The course prepares participants to configure, create, approve, and process requisitions using Financials & Supply Management. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Project Invoicing and Revenue - Self-directed Learning This course covers the setup, configuration, and administration of Project Invoicing and Revenue in Financials & Supply Management (FSM). Participants learn how Project Invoicing and Revenue integrates with Global Ledger, Project Ledger, and other FSM applications, and how the Consolidated Projects webapp supports project management activities. The course also introduces the Industry Process Catalog (IPC) framework and its relationship to project financial workflows. The course covers configuring prerequisites, projects, contracts, funding, and related financial structures required for project billing and revenue management. Participants also learn how to process project transactions, generate and journalize invoices, recognize contract revenue, and create project-related journal entries. The course covers reviewing projects, transactions, and invoices, and maintaining Project Invoicing and Revenue processes and administration. 16 Hours Partners,Customers,Employees
Financials & Supply Management: Administering Project Ledger - Self-directed Learning This course covers how to administer and maintain projects in Project Ledger. It addresses configuring new projects, processing transactions for comprehensive project accounting, and generating reports for project performance. Participants will describe the functionalities of Project Ledger, identify prerequisite tasks for project setup, set up project structures and hierarchies, assign employees to projects, and maintain project data. The course enables learners to explain the integration of Project Ledger with Global Ledger, configure accounts and structure relations, process journal entries, and evaluate project reports. Learners will demonstrate the use of reporting tools, analyze project performance, and apply best practices for project maintenance and financial management. The course prepares participants to configure, manage, and report on projects using Project Ledger, ensuring compliance with organizational and accounting standards. It emphasizes measurable actions such as describing, identifying, setting up, assigning, maintaining, processing, and evaluating throughout the project lifecycle. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Close Management - Self-directed Learning This course covers the automated task-based system in FSM for managing checklist-based workflows, including financial close cycles. It details how to configure and administer Close Management, schedule, monitor, and manage close processes across an organization, assign and track tasks, and maintain supporting documentation. The course demonstrates how to define and schedule close processes, create and assign work tasks and approvals, and utilize reporting tools for performance analysis. Participants will describe the setup of system calendars, period groups, and approval codes, configure teams and resources, and analyze workflow components. The course also explains the roles associated with Close Management, the flow of activities in a close process, and the integration of supporting documentation and audit trails. Learners will apply guidelines for scheduling, task assignment, and process management to ensure compliance and efficiency in financial operations. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Reconciliation Management - Self-directed Learning This course covers how to effectively manage and perform account reconciliations to ensure the quality and accuracy of financial statements. Participants will describe the benefits of Reconciliation Management for streamlining, optimizing performance, and reducing financial risks. They will explain the purpose of Reconciliation Management in achieving financial data accuracy, identify how its benefits improve financial process efficiency, and describe integration with other FSM applications for seamless data management. Learners will explain the tasks performed by security roles in Reconciliation Management that contribute to accurate account reconciliations, identify the purpose of the consolidated Reconciliation webapp in organizing reconciliation tasks, and explain the purpose of the actor and actor context to demonstrate how user assignments and contexts ensure secure workflows. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Cash Management - Self-directed Learning This course covers bank administration, transaction processing, importing and reconciling bank statements, forecasting, and fee analysis. Participants describe the key features and benefits of Cash Management, explain the process flow, and summarize integration with other Infor and third-party solutions. The course guides learners to configure banking structures, establish currency codes and exchange rates, set up global ledger companies, and define posting accounts. Attendees apply setup tasks for banking institutions, create relationships between companies and cash codes, and define bank transactions and payment types. The course enables users to interface and import data, reconcile payments, accounts receivable, and other bank transactions, record fund transfers, and create cash receipts. Learners demonstrate releasing transactions for posting, updating bank account balances, and generating reports for transaction history, cash receipt deposits, fund transfers, and cash ledger transactions. The course prepares participants to access and evaluate current and alternate bank account balances, specific transaction types, and reporting features within Cash Management. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Lease Accounting (OM) - Self-directed Learning This course covers the Lease Accounting application, including its key features, supported guideline standards such as ASC 842, GASB 87, GASB 96, SFFAS 54, and IFRS 16, and the main process flows. The course explains how Lease Accounting integrates with other FSM applications, including Global Ledger, Payables, Receivables, Asset Accounting, Project Ledger, and external systems. It identifies the setup requirements, including prerequisites to Lease Accounting, Finance Enterprise Group configuration, optional setup tasks, system controls, lease rate tables, and interest calculation. The course explains how to classify leases as operating, finance, or short-term, and describes the process of creating leases, defining payment information, and configuring subleases. It demonstrates the lease processing tasks such as invoice creation, invoice approval, interest calculation, accounting entries, and mass conversion of short and long-term liability accounts. The course explains the period close tasks, including additional processing and purging leases. It summarizes the reports used in Lease Accounting for processing and inquiry purposes. 08 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Strategic Sourcing – Self-directed Learning This course covers the Strategic Sourcing module within Infor Financials & Supply Management (FSM), focusing on configuring, administering, and integrating the application with procurement processes. Participants will describe the module’s role in simplifying supplier engagement, apply setup requirements to streamline sourcing, and demonstrate event creation and management. The course explains supplier registration, vendor record creation, and event processing options, and analyzes integration with contracts and reporting. Learners will configure supplier groups, sourcing groups, and companies, and evaluate the impact of consolidated web apps and navigation features. The course prepares users to generate and analyze sourcing reports, optimize sourcing decisions, and maintain compliance with industry best practices. It also covers the relationship between supplier groups, sourcing groups, and companies, and the mapping of data across FSM applications. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Matching - Self-directed Learning This course covers how to setup/configure, administer, and process transactions in Matching which includes an overview of Matching and how to use it. This training is for version 2025.10 and all previous versions. 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'. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Global Ledger Allocations (OM) - Self-directed Learning This course covers how to configure and administer allocations within the Financials and Supply Management Global Ledger. Participants will define and build basic and multi-line allocations, and apply custom totals and computes to create user-defined formulas to calculate allocations. The course explains how Global Ledger allocation functionality automatically disperses posted balances between Global Ledger accounts using journal entries. It describes the key concepts including allocation controls, allocations, allocation lines, and posting options such as retain, consolidate, split, and compute. Participants will identify Finance Enterprise Group (FEG) dimensions and hierarchies as a key feature of the Global Ledger solution and allocations. The course demonstrates how to configure allocation controls that group allocations sharing processing requirements, and how to define allocations specifying ledgers, steps, and allocation groups. It covers creating multi-line allocations that result in multiple journal entry lines using various posting option combinations. 24 Hours Partners,Customers,Employees
Financials & Supply Management: Configuring and Administering Asset Accounting (OM) - Self-directed Learning This course covers how to configure and administer the Asset Accounting application within Financials & Supply Management (FSM). It explains Asset Accounting functions and features that support asset lifecycle management, including setup, processing, and reporting activities. Participants identify the required setup elements such as asset companies, books, calendars, locations, divisions, account groups, asset types, and asset dimension groups needed for accurate configuration. The course describes how to define processing parameters including asset templates, depreciation and valuation methods, depreciation allocation, and asset groups and book groups. It demonstrates methods to add assets manually, using templates, and through leased asset processes, as well as explains interface options between Asset Accounting and other Infor solutions for integrated asset creation. The course also covers how to adjust existing assets, apply asset transfer options for individual and multiple assets, and execute disposal and review processes. 16 Hours Partners,Customers,Employees

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