Infor CloudSuite Industrial ERP Features
Administration
- Password Security – Cannot reuse password for next x number of times
- Security by user, group and site
- Security for multiple sites can be created and managed from a master site
- Create tasks for other users
- Form and field level security
- Data-level security
- Data access security
- Electronic Signature
- Licensing by session type
- Middleware access security
- Multi-language
- SOX compliant password management
- Printer output management
- User Session Management – Orphans
- System Administrator Home form to allow quick access to key system administration data
Estimating
- Quoting and cost analysis
- Engineering sandbox development
- What-If scheduling
- What-If planning
- Pricing tables
- BOM Import
- Multiple price breaks
- Same as except
- Quote status
- Quote conversion to customer orders
- Estimates Quick Entry Form
CRM, Marketing & Sales
- Opportunity / Lead / Tasks tracking
- Contacts with Outlook integration
- Prospect / Customers information
- Salesperson Home form
- 360 Account Management views
- Sales and booking analysis
- Pipeline Management and Forecasting Tools
- Sales Teams
- Competitor Tracking
- Sales Campaigns
- Single and split commissions by order/line
- Pricing and discounts by product, customer, customer type and complex matrixes
- Customer /Sales Contact /Prospect Communication Logs with email integration
- Mail Merge and Email Blast
- Optional SyteLine CRM license module – Salespeople can be licensed to use only the CRM forms, so they don’t need a full user license.
Estimating
- Centralized and decentralized order entry
- Customer Orders Quick Entry Form
- Automatic credit checking, warnings and hold
- Order change history
- Volume, customer/item, contract and matrix pricing
- Hard and soft allocations
- Return Material Authorizations
- Tier Customers (Corp – Bill To, Sold To(s), Ship To(s))
- Drop Shipping by order/line/release
- Regular/Blanket Orders
- Kit orders
- Ship Early/Partial processing
- Time-phased item availability
- Ability to link customer order lines directly to Job Orders, Inventory, Purchase Orders and Transfer Orders
- Order/Line Discounts
- Available to promise for real delivery dates
- Features and Options order configuration
- Muli-lingual customer paperwork
- Foreign currencies
- Sales tax calculations, including VAT & GST
- Multi-lingual invoices
- Progressive billings
- Customer Document Profiles
- Letters of credit
- Order acknowledgements
- Advanced Shipping Notices
- Consolidated invoicing
- Drop ship orders (direct from vendor)
- DIFOT Reporting (Delivery in Full and On Time)
Projects
- User defined activity tracking
- Full interface to manufacturing, purchasing, accounts payable, accounts receivable, order entry, inventory, payroll, & general ledger
- User defined project types and cost codes
- Multi-level % to complete analysis
- Revenue recognition by milestones
- Invoice milestone billing
- Invoice and Revenue milestones in different currencies
- Retention invoices
- Microsoft Project interface (import/export)
- Work Breakdown structures
- Budget by period
- Labor and expense reporting
- Shipping
- Late Alerts on Projects, Project Tasks, and Project Resources to alert managers about scheduling problems
- Out of Range (Schedule or Cost Code Variance) indicators by project
- Grid View of project transactions
- Project Manager Home form
Project Management
- Support of hybrid manufacturing (jobs, production schedules, JIT/Kanban)
- Labor reporting
- Labor efficiency reporting
- Payroll integration
- Machine-hour reporting
- Co-Products Jobs (multiple SKUs from the same Job)
- By-Products
- Rework jobs
- Overlapping Operations
- Scrap or Yield by Operation
- Outside Vendor Processing
- Comprehensive selective backflushing of material, labor, and overheads (Allows for backflushing of Lot and Serial tracked items)
- Tooling requirements
- Finite and infinite forward scheduling
- Planning can be used in place of scheduling
- ‚What-If‛ scheduling
- Dispatch lists by individual resources or resource groups
- Capacity Requirements Planning (machine, crew and tooling based)
- Intelligent setup sequencing
- Job prioritization and priority freeze
- Automated setup sequencing
- Manual override on job sequencing
- Drive costs by Work Center & Department
- Job tracking and costing broken out into 5 cost buckets
- Graphical views of capacity and schedule
- Schedule analysis by exception
- Resource Bottleneck analysis forms
Multi-Company & Multi-Site Operation
- Inter-site/Intra-site transfers
- Transfer Orders Quick Entry Form
- Site-based, linked Planning
- In-transit material tracking
- Flexible financial consolidation and reporting
- Automatic Inter-Company eliminations
- Inventory visibility across sites
- Divisions establish unique chart-of-accounts
- Divisions operate in any currency
- Consolidate to a standard chart of accounts
- Inter-site transfers at cost or markup
- One step inventory moves
- Multi-site journal entries
- Multi-site Customer, Vendor, and Item Maintenance
- Centralized Purchasing (PO Builder)
- Centralized Customer Order Entry
- Centralized PO Vouchering (Voucher Builder)
- Centralized A/P manual Vouchers
- Centralized Payment Processing (A/P)
- Centralized Payment Processing (A/R)
Shipping Management
- Hard and soft allocations/reservations
- Picking and Packing lists
- Delivery Orders
- Goods Received Notices
- Available to ship analysis
- Multiple units of measure
Material Planning
- Classic MRP or Infinite Advanced Planning (APS/I)
- Net change or regenerative MRP
- Master Production Scheduling
- Scheduler Batching groups several different items from different jobs into a batch for processing
- Firm planned orders for POs, PO Requisitions, Jobs, Production Schedules and Transfer Orders
- Material Planners Workbench
- Multi-level pegging
- Demand dependency
- Planning and Forecasting by Warehouse
- Prioritize demands by customer, by customer order, and by customer order lines, in addition to prioritizing by type.
- Customer-Specific Forecasts
- Planning BOMs (% of probability)
- Graphical capacity and scheduling charts
- What-If planning scenarios (APS/I)
- Single threaded planning from demand through indented BOM (APS/I)
- Automated Ready status flag states available or not for inventory demands or supply demands
- Components Shortage forms for visibility
Quality Management
- Vendor history
- Statistics for rework and repairs
- Return statistics
- Lot/serial tracking
- Accept/Reject Material
- Reason codes for rejections
- Non-nettable inventory locations
Inventory Management
- Real-time material tracking
- Real-time allocations
- Safety Stock
- Reorder Points
- Order min/mult/max
- Kitting
- Multiple Warehouses
- Selectable dedicated warehouses (as for spares)
- Location tracking
- Temporary and permanent item locations
- Lot/serial control
- Intelligent Serial and Lot Numbers
- Cradle to grave Lot/Serial Traceability
- Pre-assignment of Lot/Serial Numbers
- Container Inventory
- Dimensional Inventory
- Consignment Inventory
- Manufacturer’s Item Number
- Inter and intra Warehouse transfers and moves
- Obsolete and slow moving inventory flags and analysis
- ABC flags and Analysis
- Inventory aging reporting
- Cost methods, including standard, actual, LIFO, FIFO and Lot Specific by item
- Costs by Item or Item Warehouse
- Multiple units of measure
- User defined unit of measure conversion
- Physical inventory
- Cycle counting
- Multi-lingual item descriptions
Purchasing & Receiving
- Purchase Requisitions with approval limits
- Regular and blanket purchase orders
- PO Change Orders
- Vendor specific pricing
- Purchasing history
- Vendor Performance Analysis
- Receipt rejections and reason codes
- Landed Costs
- Vendor Document Profiles
Electronic Data Interchange (EDI)
- Support for 6 of the most common manufacturing transactions both Inbound and Outbound
- Supports Supply & Demand Management with 850 Purchase Order, 830 Planning Order and 862 Shipping Order
- Supports 855 Purchase Order Acknowledgement
- Supports 856 ASN transaction
- Supports 810 Invoice transaction
- Provides options for automatic data update or manual editing prior to posting
Financial Reporting
- User defined financial reports
- Up to 99 columns
- Unlimited sub-totals and totals
- Calculations between columns
- Ratio calculations
- Drill down on screen
- Full financial reporting within Microsoft Excel
- Optional PM10 reporting (See below)
- Excel Based SyteLine Financials
- Supports Sun Systems Financials v. 5.4.1
- Executive Home form
- IFRS Certified
General Ledger
- Hierarchical General Ledger
- Set G/L Account as Control Account
- Flexible robust chart of accounts
- Statistical accounts
- Allocation accounts
- Account Class
- Report against any combination of fields
- Export results of queries to Excel, ASCII file, Clipboard
- Full G/L drill down to source documents
- Budgeting
- Recurring Journals
- Upload Journal Data from External Sources
- Undo a Journal Entry
- Positive Pay File Utility
- Reversing entries
- Multi-site journal entries
- Bank reconciliation
- Fixed Assets module
- Obsolescence and effectivity dates on G/L accounts
- Built in Financial Report Writer
- Cash flow analysis
- Currency conversions
- Re-open closed years
- Security for out-of-period postings
- External Financial Interface
Accounts Payable
- A/P payments centralized or decentralized
- Consolidated Vouchers (one voucher for multiple POs)
- Recurring Vouchers
- Full integration with purchasing for 3-way match
- Voucher pre-register (enter voucher prior to PO receipt)
- Vendor and voucher holds
- Selective Auto Voucher of PO Receipts
- Remit-To vendors
- Vendor Debit Memos
- Electronic fund transfer payments with remittance advice
- Multi-currency
- Payment processing
- Track 1099 Vendors and Payments
- Multi-lingual vendor paperwork
Account Receivable
- A/R Cash Receipts centralized or decentralized that automatically post to Bank Reconciliations
- Consolidated Invoicing by period or group of shipments
- Multi-user Invoicing
- Credit management including customer and order holds
- Invoice Hold
- Progressive billing
- Adjustment Invoices
- Complex invoicing terms supported
- 3 Tier Customers (Corp – Bill To, Sold To(s), Ship To(s))
- Dunning letters
- Finance charges
- Letter of Credit support
- Multi-currency
- Multi-lingual invoices, credit memos & statements
CloudSuite Application Event System
- Assign user defined events to any SyteLine process, form, posting, record or activity.
- Electronic routing of information based on business rules
- Allows for collecting, distributing and approvals on line, real time
- Automates business processes
- Collaborate with Customers and Vendors
- Customize SyteLine’s application flow
- Send alerts based on any event or change in data
- Cell phone or PDA device enabled
- Alerting on any business process outside of ‘normal’ conditions
- Suspend business transaction for approvals
- Internal and external Inbox for reviewing messages
- Outlook enabled as well as other email systems
- Pre-defined workflow templates
Internationalization
- Translation into multiple languages
- Currency formatting in 0-8 decimals
- Store multi-currency transactions in any of 4 values
- Ledger reporting by currency and losses
- Separate recording of gains and losses
- Revalue the domestic value of foreign bank accounts
- Landed costs
- Payment authorization
- Letters of credit
- VAT with Voucher Pre-Register
- VAT Recognition on Service Invoices and Vouchers
- Fixed rate of exchange for key business documents
- Multinational taxation
- Delivery Orders
- Goods Receipt Notices
- Alpha-numeric document numbering
Microsoft Office Integration
- Outlook Add-In
- Outlook Emails Added to Customer Interaction Logs
- Outlook Emails Added to SyteLine CRM
- Outlook Task List Associated with Calendar Events
- Sync Contacts and Tasks (between SyteLine and Outlook)
- Sync Calendars (between SyteLine and Outlook)
- Sync Task Lists (between SyteLine and Outlook)
- SyteLine Application Search (search and access SyteLine data directly from the Office application)
- Outlook SmartLink
- SyteLine Explorer in Outlook
Business Reporting & Analysis
- Microsoft SQL Server Reporting Services (SSRS)
- Over 400 standard reports
- Graphing elements can be imbedded on any form
- Cut & Paste and export capability from Forms to MS Office applications
- Aging reports
- Reason reports on scrap and overages
CloudSuite Data Collection
- Integrated Data Collection supports all three types of commonly used collection methodology: Store & Forward, Wedge, and Radio Frequency.
- Store & Forward uses portable readers and scanners that capture and store information until the reader is placed back in its cradle, at which time it transmits contents in batch mode.
- Wedge data collection uses a reader attached to the PC keyboard to enter data which is immediately validated and checked for errors, and then directly posted to the database.
- The RF method offers the ability to enter data and scan transactions through the use of portable radio frequency equipment. It provides on-line, real-time validation of the Wedge method with the portability of the Store & Forward method.
- For Inventory Control: Cycle Counting, Physical Inventory, Material Movements.
- For Time & Attendance: Clock In/Clock Out, Lunch In/Lunch Out.
- For Manufacturing Control: Labor and machine reporting against jobs and production schedules, with moves, completions and scrap (including reason codes).
- Style sheets have been developed for the 1/4 VGA screen, 240 pixel wide Intermex CK31 device
CloudSuite APS - Finite Capacity
- Advanced Planning System with Finite Capacity Planning
- Allows manufacturers to make firm commitments on customer orders, quotes, project resources, MPS items and forecasts in real-time.
- Simultaneously plans material, labor, tools, and the machinery required for each customer order at the time the order is entered.
- Immediate real-time Capable-to-Promise dates, not just Available to Promise.
- Launch Control.
- Upon placing an order, ability to determine why late and bottlenecks throughout entire product structure.
- What-If simulation with ability to compare/copy multiple alternatives.
CloudSuite Configurator
- Advanced constraint and rules based order and product configuration
- Ability to tailor and configure customer orders within a graphical, interactive order environment.
- Integrates features & options and intelligent rules enabling order entry to take complex orders correctly every time.
- Ability to configure a quote, an order, an order line or a job
- Performs calculations, text processing, and rules inheritance
- Multi-level configuration capability
- Ability to support intelligent part numbers
- Will intelligently generate BOM and Routing and pricing
- Flow chart graphical constraint development
- Save configurations
CloudSuite Quality Control System
- Modules available for receiving, work in-process customer shipments, and enterprise
- User defined inspection test plans and frequency of inspection.
- MRRs and CARs track non-conforming product, corrective actions, and cost of quality.
- User defined material disposition codes.
- Vendor approval, status, and performance reporting and tracking.
- Equipment and gage tracking.
- Reports including material tags, action reports, cost reports and test result details.
CloudSuite FS-Plus Service Management
- Call center
- Customer profiles
- Call escalation
- Knowledgebase
- Event tracking
- Mean time to repair
- Resource scheduling
- Skill/certification/location matching
- Email notification
- Automatic service order generation
- SRO (Service Repair Orders)
- SRO customer estimates
- Customer deposit management
- SRO pre-defined templates
- Advance exchanges
- Loaners
- Planned vs. actual reporting
- Service calls
- Warranty claim
- Multiple customer billing on one SRO
- Preventative maintenance order support
- Return Material Authorization support
- Rework SRO
- Refurbish SRO
- Teardown/remanufacture SRO
- Time and expense tracking
- Multiple pieces of equipment per SRO
- Multiple operations per SRO Line
CloudSuite SM-Plus Mobile Service Management
- Provides laptop and PDA access to field service information
- Incident reporting
- Repair Order transaction entry
- Remote Unit Configuration maintenance
- Review of customer incidents (by customer and unit)
- Review of customer repairs (by customer and unit)
- Toolset to present ANY SyteLine data to the user remotely
- Optional drawing/document viewing
- Full synchronization with SyteLine back office
CloudSuite Advanced Plant Maintenance
- Production equipment
- Tool/Gage maintenance
- Fleet maintenance
- Facility maintenance
- IT infrastructure maintenance
- Call center/internal posts
- Call escalation
- Knowledgebase
- Event tracking
- Mean time to repair
- Resource scheduling
- Skill/certification/location matching
- Email notification
- Automatic service order generation
- Planned service
- Break/fix
- Automatically removes equipment from production schedule for planned service
- SRO (Service Repair Orders)
- SRO pre-defined templates
- Planned vs. actual reporting
- Warranty claim
- Preventative maintenance order support
- Rework SRO
- Refurbish SRO
- Teardown/remanufacture SRO
- Time and expense tracking
- Multiple pieces of equipment per SRO
- Multiple operations per SRO Line
- As-is configuration
- As-built configuration
- As-shipped configuration
- As-repaired configuration
- Multi-level bill of materials support
- Equipment meter
- Where used reporting
- Any level serial number/lot number/revision control
- Service history
- Multi-tiered/multiple warranty support
- Expense approval
- Expense reconciliation
- Expense reimbursement
- Transaction variance reporting
- Tiered and flat-rate labor pricing
- Unified transaction entry (material/labor/T&E)
- Data collection support
- Direct expense or WIP capability
- Service console
- SyteLine integration of inventory, purchasing, accounts receivable, accounts payable, general ledger
CloudSuite RFQ (Request for Quote)
- Manages requests to vendors for material quotations
- Mail, Fax, or Email RFQ’s to vendors
- Request up to 10 prices/quantity breaks
- Historical data retention
- Attach electronic documents to RFQ’s being sent out
- Pre-defined vendor sets by item or product code
- Automatic generation of vendors by vendor set, by item/vendor cross reference table or by past RFQ
- Supports non-vendors or first time vendors
- Selection assist by best price or best lead time
- Automatic assignment of vendor to related PO Requisition
- Cross reference to PO Requisition
CloudSuite WorkBench Suite
- Supports business driven KPI’s with full drilldown to related areas
- Functional area data sets from which to work
- Predefined combined views of SyteLine data for Customer Service, Purchasing, Inventory Management, Customer Orders, Production, Service Technician, etc.
- Ability to sort, rearrange, and override column data fully customizable with outputs to Excel / PDF or printed format
- Right click drill down into SyteLine program filtered to current data
- Screen filters for statuses
- Fully customizable with SyteLine toolset
CloudSuite Mobile Access
- Licensed modules (CloudSuiteMobile and CloudSuiteMobile_MS)
- Accessible from your smart phone
- Authorization groups to control mobile access
- IT Administrator Mobile Home page
- Production Supervisor Mobile Home page
- Controller Mobile Home page
- Executive Mobile Home page
- Salesperson Mobile Home page
- Subscribe to Alerts
- Customizable by user
- Specify default mobile Home page by user