5 Minutes SyteLine Pitstop is a series of quick tutorials and tips on Infor CloudSuite Industrial (SyteLine) ERP – Enterprise Resource Planning system.

PO Change Order Management in ERP SyteLine

March 9th, 2016|

      You will learn about: The process of a purchase order change in ERP system (SyteLine) from “opened” to “printed” Changing and Printing a Purchase Order Three SyteLine Forms: Purchase Orders, PO Change Orders, Change Order Report What we will create: Modification based on an existing Purchase Order Printed report on the modification made You need: Infor Cloudsuite Industrial /SyteLine version from 7.02 onwards.   Purchase orders are issued to vendors to place orders for supplies. Often times, a Purchase Order is modified to changes in demand and supply such as quantity, due dates and items. Further revision [...]

SyteLine Pitsop: Using Prefixes to control access to records

February 22nd, 2016|

**SyteLine Pitstop is an ERP tutorial series that explains tricks in Infor Cloudsuite Industrial ERP (SyteLine). Some purchasing departments have teams in charge of different product ranges. Usually, they use prefixes on Purchase Order numbers to segregate the purchase orders (PO).  It is important to make sure that neither one or the other can view or edit purchase orders that are not within their responsibility. In Infor CloudSuite Industrial ERP (Syteline), we can restrict access to purchase orders to team members, that will make this process easier. Today's Infor ERP Tutorial of 5 minutes SyteLine Pitstop will show you how to [...]

Building Shortcuts with Filtering and Sorting Order

February 2nd, 2016|

    You will learn:  Building shortcuts with your desired filters. What we will create: A Customer Orders shortcut filtered by customer number ‘1’ and sorted by descending order date. You need:  Infor Cloudsuite Industrial (SyteLine) version from 8.02 onwards.   In operation, we need to refer to or immediately jump to orders of certain customers or certain due dates. While SyteLine makes it relatively easy for us to set up filters, but easy access on the shortcuts would make it much smoother and more personal. In this tutorial, we will learn to create a shortcut which opens a form [...]

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