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

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