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INFOR ERP SYTELINE

Functional Overview

Infor ERP SyteLine Functional Overview

TABLE OF CONTENTS

TABLE OF CONTENTS .................................................................................................................. 2

Introduction ...................................................................................................................................... 5

SyteLine Solution Map ..................................................................................................................... 6

Infor ERP SyteLine .......................................................................................................................... 7

SyteLine Framework .................................................................................................................... 7
Multi-Company/Multi-Site Operations .......................................................................................... 9
System Manager ........................................................................................................................ 11
Mobile Access ............................................................................................................................ 12
Personalization........................................................................................................................... 13
Application Event System .......................................................................................................... 14
Managed Services ..................................................................................................................... 15
Microsoft Outlook Integration ..................................................................................................... 16
Microsoft Projects Integration .................................................................................................... 17
Microsoft SharePoint Integration................................................................................................ 18

Customer Relationship Management ............................................................................................ 19

Customer Relationship Management (CRM) ............................................................................. 19
SyteLine Customer Portal .......................................................................................................... 20

Sales .............................................................................................................................................. 21
Estimating .................................................................................................................................. 21
Customer Order Entry and Invoicing.......................................................................................... 22
Delivery Orders .......................................................................................................................... 23
Return Material Authorization (RMA) ......................................................................................... 24
SyteLine Configurator ................................................................................................................ 25
Infor ERP Storefront ................................................................................................................... 26
SyteLine Instant Order Fulfillment.............................................................................................. 28
SyteLine POS (Point of Sale) ..................................................................................................... 29
SyteLine Channel Sales ............................................................................................................. 30

Enterprise Planning ....................................................................................................................... 31

Projects ...................................................................................................................................... 31
Advanced Planning & Scheduling (APS) ................................................................................... 32
Material Requirements Planning (MRP) .................................................................................... 33
Scheduling ................................................................................................................................. 34
SyteLine Forecasting ................................................................................................................. 35
SyteLine SytePlan ...................................................................................................................... 36

Infor ERP SyteLine Functional Overview 2

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Production Management ............................................................................................................... 38
Manufacturing Work Orders or Jobs .......................................................................................... 38
Production Schedules (Repetitive Manufacturing)..................................................................... 39
Batched Production .................................................................................................................... 40
Co-products and By-products .................................................................................................... 41
Infor Barcode.............................................................................................................................. 42
Infor Enterprise Asset Management (EAM) ............................................................................... 43
SyteLine Shop-Trak ................................................................................................................... 44
SyteLine Quality Control Solution .............................................................................................. 46
SyteLine Data Collection ............................................................................................................ 48
SyteLine Advanced Plant Maintenance ..................................................................................... 49

Supply Chain Management ........................................................................................................... 51

Purchase Order Requisitions ..................................................................................................... 51
Purchase Order Processing ....................................................................................................... 52
Goods Receiving Notes (GRN) .................................................................................................. 53
Inventory Management .............................................................................................................. 54
Physical Inventory ...................................................................................................................... 55
Cycle Counting ........................................................................................................................... 56
Shipping/Receiving .................................................................................................................... 57
Transfer Orders .......................................................................................................................... 58
Electronic Data Interchange (EDI) ............................................................................................. 59
SyteLine Outside Process Management ................................................................................... 60
SyteLine Request for Quote ....................................................................................................... 61
SyteLine Shipping & Logistics.................................................................................................... 62

Master Data Management ............................................................................................................. 63

Bills of Material ........................................................................................................................... 63
Routings ..................................................................................................................................... 64
Costing ....................................................................................................................................... 65
Engineering Change Notices (ECN) .......................................................................................... 66
Infor Product Lifecycle Management ......................................................................................... 67
SyteLine Doc-Trak ..................................................................................................................... 68
SyteLine FASView ..................................................................................................................... 70
SyteLine Flex2D Visualization ................................................................................................... 71
SyteLine Document Management.............................................................................................. 72

Financial Management .................................................................................................................. 74

General Ledger .......................................................................................................................... 74
Accounts Payable ...................................................................................................................... 75
Accounts Receivable ................................................................................................................. 76
Fixed Assets............................................................................................................................... 77
Multi-Currency ............................................................................................................................ 78
Infor Expense Management ....................................................................................................... 79
SyteLine Tax Interface ............................................................................................................... 81

Human Capital Management ......................................................................................................... 82

Human Resources ..................................................................................................................... 82
Payroll ........................................................................................................................................ 83

Infor ERP SyteLine Functional Overview 3

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Performance Management ............................................................................................................ 84
Home Pages .............................................................................................................................. 84
SyteLine WorkBench Suite ........................................................................................................ 85
SyteLine Business Intelligence .................................................................................................. 86
SyteLine Financial Reporting PM10........................................................................................... 87
SyteLine Integral Enterprise Viewer........................................................................................... 89

Services Management ................................................................................................................... 90

SyteLine Field Service Plus ....................................................................................................... 90
SyteLine SM-Plus Mobile Service Management........................................................................ 92
SyteLine RMx RMA Extension ................................................................................................... 94

Education & Training ..................................................................................................................... 95

Infor EPAK for SyteLine ............................................................................................................. 95
Infor KnowledgeZone ................................................................................................................. 96

Infor ERP SyteLine Functional Overview 4

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
INTRODUCTION execution. SyteLine‘s advanced process
automation technology handles routine tasks
and lets you continuously improve
Developed by experts in discrete processes in response to changing business
manufacturing, Infor™ ERP SyteLine has conditions. Built-in scalability lets you add
more than 25 years of experience built in. users, products, production sites or
That means you can be confident you've got warehouses and make other changes as
the tools you need to get the job done—and business grows.
that you're getting it all from an experienced
support team. Infor ERP SyteLine is built and deployed on
the Microsoft .NET technology platform for
You get a solution that works for you, and more flexibility, better application integration
lets you define your own business and improved interoperability compared to
processes. So you can make the system mixed-platform solutions - all at a lower total
your own instead of letting it dictate to you cost of ownership.
and quit trying to drive a square peg into a
round hole. This Functional Overview is meant to
provide a view into the features, functions,
Complexity and competition continue to and modules of Infor ERP SyteLine. This
increase in discrete manufacturing. information is provided at a strategic level
Personalize your enterprise resource and is intended to help you in your selection
planning system, focus on your work, and be of Infor products, as well as in strategic
confident you've got the right software and planning for your internal system
support team for the job...all with Infor ERP development.
SyteLine.
This document is not intended to serve as a
Because built-in processes go to work for complete listing of all the new capabilities,
you immediately, you'll: nor does it reflect the extent to which we
 Go to market faster may enhance the products. Rather, it
 Deliver products on time represents an overview of the product as of
 Do more with less. the date of publication and is subject to
 Reduce the impact of change. revision or change without prior notice.

Infor ERP SyteLine‘s comprehensive You can obtain more information about
functionality supports your business and features and functions through the Infor ERP
operational challenges. Regardless of your SyteLine team. Please contact your
mode or mixed-mode method of designated customer service or sales
manufacturing, Infor ERP SyteLine has the representative if you have questions or need
business processes configured for you: more detailed information is required.
 ETO - Engineer to order projects
manufacturer
 MTO/CTO - Make/configure to order
 MTS – Make to stock
 Repetitive
 Service management

Infor ERP SyteLine provides flexible

application screens, efficient data
management and tactical processes, which
adapt to your unique business requirements
and ensure smooth, efficient process

Infor ERP SyteLine Functional Overview 5

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 SYTELINE SOLUTION MAP

Infor ERP
Sales & Order Management Enterprise Planning
SyteLine

Customer Relationship
Production Management Performance Management
Management

Human Capital Services Supply Chain

Management Management Management

Event Management &

Financial Management Master Data Management
Configurable Platform

Customer Relationship Sales & Order Management Enterprise Planning

Management  Quote/Order Management  Forecasting and S&OP
 Contact Management  ATP/CTP  Item Planning (MPS/MRP)
 Lead Tracking  Pricing/commissions  Channel Planning
 Opportunity Tracking  Order Configuration
 Sales Forecasting

Human Capital Management Production Management Performance Management

 Human Resources  Serial / Lot Control  Home Pages
 Payroll  Product Configuration  Business Intelligence
 Production/Process Costing  Financial Reporting
 Shop Floor Control  Planning & Budgeting

Financial Management Services Management Supply Chain Management

 GL, A/P & A/R  Warranty Mgt.  Sourcing & Procurement
 Fixed Assets  Call Center Mgt.  Inventory Management
 Expense Management  RMA Depot Repair  Shipping/Receiving
 Multi Currency  Mobile Service  EDI
 Project Accounting

Master Data Management Event Management &

 Master Item Data Configurable Platform
 Document Mgt.  Real-time Alerts
 Bills of Materials  Workflow
 Multi Site  Notifications and Escalations

Infor ERP SyteLine Functional Overview 6

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
INFOR ERP SYTELINE
SyteLine Framework

Infor ERP SyteLine is built with extensibility

from the ground up. The SyteLine
framework gives you the ability to adapt the
system to your business, rather than
requiring you to force your business to fit the
software. The model in the SyteLine
framework makes it possible to adapt the
Infor ERP SyteLine application to new
business requirements without incurring the  Extend any portion of any screen:
high cost and delays involved in modifying By using the same tools as those
or writing new code. This, in turn, makes it used to build the base application,
feasible to rapidly adapt the system to your you can extend any portion of any
business, while continuing to receive new screen, including new tabs, new
features and fixes. fields, validation logic, and enabling
logic. You can even embed controls
In most ERP applications, adaptability is you write in technologies like
provided as a separate layer over the base Silverlight in any SyteLine form.
application, so your ability to extend and
build new functionality is limited. The  Extend any business process: Using
changes you need to make will inevitably the Application Event System
involve modifying the base application logic (AES), you can define rules that
and that means modifying code. But the execute whenever an insert or
base Infor ERP SyteLine application is built update occurs to any business
with the same metadata-driven approach object (order, item, etc.) in the
provided to customers, so your capabilities application or when trigger
to extend and adapt the application are conditions you define become true.
virtually unlimited. These event actions include
updating any data in the application,
To meet these objectives, the Infor ERP automating any process provided by
SyteLine Smart Framework uses a model the application, prompting a user or
defined by metadata (data defining the group of users to approve the
application behavior, stored in rows and change, integrating to an external
columns in databases); for the user-interface application, or simply notifying users
(forms), the business objects (IDOs, or of the change. Defining these types
Intelligent Data Objects); and business of actions is all done without writing
processes (Application Event System). In code.
the metadata approach, changes can be
kept separate from the base application and  Extend any business object: You
your changes automatically upgrade. can extend any of the Intelligent
Data Objects (IDOs) to create new
The Infor ERP SyteLine Framework makes it relationships to other IDOs in the
possible to perform the following changes base application, add new
without programming: calculated fields, add new tables,
and publish their properties on the
IDO. You also can create your own
IDOs over your tables. All of these
are done without writing code,

Infor ERP SyteLine Functional Overview 7

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 although if you want you can write
your own .Net classes and have that
logic incorporated in the IDO
processing as well.

 Add completely new functionality:

You can build new functionality,
such as new tables, IDOs, and
forms as required by processes
unique to your business. These are
automatically deployed with the
base application and automatically
take advantage of other framework
functions, such as translations, Web
Service access, and the Application
Event System.

 Introduce workflow, automation, or

other business process-level
changes using the Application Event
System, without writing code. With
drag-and-drop editing, you can
construct rules that can, for
example, query, update and execute
functions on any IDO, notify or
prompt users, or invoke web
services from external applications.
You can have your rules executed
on a wide variety of events,
including trigger rules you specify
(e.g. item quantity on hand is below
safety stock), or whenever data on
an IDO is updated in various ways.

This ability to extend and tailor the

application helps you to lower the cost of
your IT ownership and increase productivity
for your business.

Infor ERP SyteLine Functional Overview 8

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Multi-Company/Multi-Site Operations purchase orders to be created remotely
at multiple target sites. A multi-site
Infor ERP SyteLine is inherently a multi- purchase order can take advantage of
company, multi-site, multi-lingual and multi- quantity breaks from the vendor for
currency solution. SyteLine allows your items that are required at multiple sites.
companies to work together or separate Items being purchased may be subject
based on your needs. A "site" or to a Master Buy Agreement. This option
organization/company represents any place accumulates quantities of like items
where work is done. So, a "site" may from one vendor, to determine the best
correspond to company headquarters, a quantity break available. You can create
manufacturing plant, or a distribution center. printed documentation that groups
purchase order information from various
Sites and Entities: Sites have relationships sites. Cross site vendor maintenance
with each other. They combine to form can also be done.
financial entities, supply each other parts,
Ship-to common customers, and share  Multi-Site Linked MRP and APS—
administrative functions. SyteLine supports site-based, linked
MRP and APS. When you run the
Sites may report to financial reporting units Planning activity in Global mode, the
called "entities." An "entity" has a specific activity regenerates the plan at each site
currency, a chart of accounts, and the ability in order of site priority (defined on the
to produce financial statements. The entity is Planning Parameters form). The activity
the highest-level organizational component. generates planned transfer orders for
For financial reporting purposes, you can Transfer items across sites.
group sites under a particular entity.
However, sites can belong only to one  Multi-Site Transfer Accounting—Multi-
entity. Site Transfer accounting automates
inter-company financial transactions and
 Inter-Site/Warehouse Transfers— inter-company financial consolidation.
SyteLine provides functionality for any SyteLine provides parameter set-up for
one site to enter a Multi-Site Quantity profit/cost eliminations, and offers
Move or Transfer Order for items to be separate account tracking for inter-
RECEIVED at that site from an company profit, cost, Accounts
additional shipping site. SyteLine also Receivable, Accounts Payable, sales,
provides functionality for any one site to and cost of sales.
enter a Multi-Site Quantity Move or
Transfer Order for items to be SHIPPED  Manual Voucher Builder—The Manual
to an additional receiving site. Voucher Builder allows you to quickly
create a voucher in one or more sites for
 Centralized and Decentralized Order a single vendor's invoice. On any site,
Entry— Any site can originate a multi- you can specify the portion of the
site order, and line items can be shipped vendor invoice amounts to allocate. You
from any site. Credit checking and can enter all or some subset of the
inventory visibility is provided from site vendor invoice amounts. You can use
to site. In Multi-Site order entry, you can the originating site as the To Site.
enter an order that spans across sites.
In decentralized environments, you can  Multi-Site Journal Processing—The
enter an order at any site. multi-site journal processing activity
allows for the creation of a single journal
 Centralized Purchasing — Any site can processing form that will distribute
set up a PO that encompasses

Infor ERP SyteLine Functional Overview 9

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 transactional information into each sites
respective MS Journal.

 Multi-site Vouchering — Multi-site

vouchering functions enable a single
user to create a cross site voucher
based on PO generated receipts.

Sites have relationships with each other.

They combine to form financial entities,
supply each other parts, Ship-to common
customers, and share administrative
functions.

Infor ERP SyteLine Functional Overview 10

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
System Manager

You manage and administer Infor ERP SQL tools are designed to aid administrators
SyteLine using various end-user tools, which with the common tasks involved with
are built into the product. Some of the managing SQL databases.
management tools available within SyteLine
include: The database is administered using SQL
tools, such as:
 SyteLine Configuration Wizard —  Enterprise Manager—Centralized view
Allows administrators to create and of SQL databases with access to all
configure new SyteLine environments. common administration tasks,

 User Maintenance Screens — Set up  Query Analyzer—Easily create, parse,

new users and administer security and execute T-SQL queries,
settings and user privileges.
 SQL backup and restore—Create
 License Management Screens — automated online backup routines and
Manage licensed modules and maintenance plans to automatically
administer user/module privileges protect your data,

 Session Management – Monitor and  Query Optimizer Built-in tool to analyze

manage user sessions. and maximize the performance of T-
SQL queries.
 Background Task Administration —
Create, monitor and manage
background system tasks.

 User Audit Tracking — Set up user

audit trails to monitor user activity. Audit
trails can be set to field level capturing
time stamped previous and new values.

 User Extended Tables Administration

— Change the schema of the database
to add fields that may be required to
provide specific user functionality
securely and safely.

Set up new users and administer user

settings through the User Maintenance
Screen.

Infor ERP SyteLine Functional Overview 11

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Mobile Access  Alert when the material issues are
For It administrators and production more than required
supervisors), Infor ERP SyteLine Mobile  Alert when the actual labor hour
Access puts key functions on your mobile posting is more than planned
device.  Alert when a job is projected late for
The Mobile IT functions will help you identify a customer.
and resolve various issues in order to help  Alert when completed quantity is
provide a stable and responsive IT more than released
environment. There are a number of  Alert when there is any transaction
Windows Services and Processes that are with status error in the DCSFC table
required for the smooth functioning of
(shop floor transactions)
SyteLine and other programs, e.g. TaskMan,
Web Server, Exchange Server, etc. You
want to know the status of these services,
whether you‘re on site, off site, or
temporarily away from your desk. You can
create a list of services to be monitored and
SyteLine can trigger an alert (in the form of
text message) to your mobile device when
one of these services is stopped or not
responding. You can view the list of services
you‘re monitoring on your smart device and
perform tasks like start, stop, or restart the
service, if required.

Views into critical production status give the

production supervisor the ability to be
notified and resolve issues as they occur
even when away from their desk. Alerts can
be configured to be sent in certain
unexpected cases such as when the
material issues are more than required or
when the Actual labor hour posting is more
than planned. Using production calendar
forms, planned production can be viewed for
the day and into the future.

 Service monitoring/alerts and

resolution
 Unlock locked out users
 Kill active tasks
 Unlock locked functions
 Unlock locked journals The Mobile IT functions will help you identify
 Jobs to complete and resolve various issues in order to help
 Jobs to release provide a stable and responsive IT
environment.
 Jobs completing late
 Job labor status

Infor ERP SyteLine Functional Overview 12

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Personalization Personalization‘s can be made to:

Infor ERP SyteLine provides customers with  Forms

the ability to change the look and behavior
of forms without having to impact source  Variables
code.
 Menus
This provides you the ability to adapt
SyteLine where required to provide not only  Strings
a functional fit but more importantly to
achieve a Business Process fit.  Validators

Infor ERP SyteLine customers are able to  Scripts

take an ‗as shipped‘ form and change the
look and behavior to best suit the  Event handlers
requirements. These changes can be
migrated forward in conjunction with patches  Property Class Extensions
and upgrades to the base product.
 Component Classes
Changing forms is a secure activity and the
level or personalization that is allowed to a  UETs (User Extended Tables,8000
user can be set from ‗none‘ up to full control. bytes per table)
Customers are able to add and change the
position of fields, buttons and labels on a  UDFs (User-Defined Fields, 44
form as required. The default size and predefined per table)
shape of a form can also be changed.

Changes to forms can be made that will be

used for a whole site, a group of users, and
individual user level.

Such personalization‘s are made through to

the user interface and include copies of
forms and form objects, new forms and form
objects, and changes to forms and form
objects. These changes can automatically
be migrated forward in conjunction with
patches and upgrades to the base product.
Sample Infor SyteLine form.

Infor ERP SyteLine Functional Overview 13

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Application Event System

The Application Event System is a key

element in providing an organization with the
means for automation of business
processes.

Event-Driven functionality is rapidly

becoming a fundamental core desktop
technology, as important and omnipresent
as e-mail, spreadsheets, databases,
intranets and the Internet.
Easy access for user control of all your
Infor ERP SyteLine Application Event business processes.
System enables the right people to make the
right decisions at the right time. The
software's e-mail and internet-enabled
environment provides Information access,
delivery and work support across
organizational dimensions.

Infor Application Event System streams the

flow of work throughout your enterprise,
providing complete visibility and routing for
all the vital documents, notes and data
required for each person in the supply chain-
from the executive suite to the factory floor
and including suppliers and customers-to
react and execute the tasks necessary for
adapting to change rapidly and competing
more effectively.

You can export and deliver business

Information to and from Infor ERP SyteLine.
Triggered by events in SyteLine, the
Application Event System activates tasks
and e-mails details for subsequent execution
by the user. Information is automatically
passed to the right participant at the right
time according to a set of intelligent
business rules.

Open business issues, such as customer

credit issues, proposal sign-off, or purchase
order approvals are automatically routed to
the designated recipient(s) for action. Once
a decision has been made or a task
completed, the Application Event System
processes the new Information into SyteLine
and moves forward with the next open issue
until the entire process is completed.

Infor ERP SyteLine Functional Overview 14

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Managed Services solution on-premise. Hosting can be
part of an AMS agreement
depending on the level of assistance
Cost controls and business demands
you require.
typically drive the decision to use Managed
Services. Your organization can gain
flexibility, continuity, and important cost  Software as a Service
reductions when you bring selected IT (SaaS/Cloud) - Offers access to
functions to Infor Managed Services. Infor ERP SyteLine as a
subscription rather than as a locally
You can stop worrying about data security installed on-premises application
because you‘ll be hosting your applications that must be individually managed
on our global infrastructure. You won‘t need by you.
to invest in multiple, redundant data centers
to prevent data loss – our complex of  Customization Care and
multiple, fully ISO-certified data centers maintenance - Services to enhance
already stands available and completely your application framework to meet
ready to run, store and backup your data to specific business needs. It includes
eliminate the risk of data loss. architecture, customization,
integration, enhancements, and
We follow proven methodology, taking care migration development.
of updates and patches, and adding new
feature packs to your applications so that
you can stay focused on the things you do
best. Infor Managed Services assures
consistent uptime and top performance
through three- to five-year Service Level
Agreements, billed monthly. By tailoring an
agreement to the specific needs of your
business, you get to choose the ideal mix of
services and support in four critical areas:

 Application Management
Services (AMS) - covers all
operational services, including
service desk, system administration,
capacity planning, facility
management, service pack
maintenance, backup, recovery, and
archiving, as well as a full range of
services for optimum application
performance. Service level
agreements may even include
migrations and upgrades to
upcoming versions with richer
functionality.

 Hosting Service - Provides

hardware and infrastructure to you
to support and run Infor ERP
SyteLine in an Infor supported data
center versus you running the

Infor ERP SyteLine Functional Overview 15

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Microsoft Outlook Integration

For many people, especially those in sales

and marketing positions, Microsoft®
Outlook® is an essential tool for
communication and organization. You use
Outlook tools to manage your e-mail, your
calendar, your task list, and your contacts.

Infor ERP SyteLine includes a user

calendar, task lists, and sales contacts that
can be tightly integrated with their Outlook
counterparts, so you can work with the same With the click of a button, you can
information seamlessly in both Outlook and selectively duplicate contacts, appointments,
SyteLine. With the click of a button, you can and tasks from either Outlook or SyteLine
selectively duplicate contacts, appointments, into the other application.
and tasks from either Outlook or SyteLine
into the other application.

When you view e-mails in Outlook to or from

certain customers, the SyteLine details for
orders made by that customer display along
with the e-mail, for easy reference when you
reply to or call that customer. The details of
SyteLine customer interactions are also
available with the Outlook e-mail, so you can
see all interactions with that customer and
refer to ongoing discussions.

You can also add selected incoming or

outgoing Outlook e-mails to the SyteLine
Customer Interactions form by clicking a
button in Outlook.

 Outlook Add-In

 Emails Added to Customer Interaction

Logs

 Emails Added to SyteLine CRM

 Task List Associated with Calendar

Events

 Sync Contacts and Tasks

 Sync Calendars

 Sync Task Lists

Infor ERP SyteLine Functional Overview 16

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Microsoft Projects Integration

Infor ERP SyteLine interfaces with Microsoft

Project®. The interface includes an add-in
that adds a SyteLine toolbar and menu
option to Microsoft Office Project, similar to
the ones in Outlook and Excel. This add-in
allows you to pull in data from SyteLine and
also to send data from Microsoft Project to
SyteLine.

The Microsoft Project add-in is very easy to

install and configure. Once the add-in is
Infor ERP SyteLine can import and export
installed, you can create a SyteLine project
project task data to and from Microsoft
from within Microsoft Project. Infor ERP
Project.
SyteLine can import and export project task
data to and from Microsoft Project. If you
have Microsoft Project installed on the local
machine, import and export buttons appear
on the Project Tasks form.

 Sync In, Sync Out, and Enable Auto

Sync Out—Sync In and Sync Out
synchronize changes on the Project
between SyteLine and the Microsoft
Project client. Enable Auto Sync Out
enables you to Sync Out changes

 Create new projects in SyteLine using

Microsoft Project

 Create a new estimate project in

SyteLine using Microsoft Project

 Create a new project task in SyteLine

using Microsoft Project

 Create a new resource (Material) in

SyteLine using Microsoft Project

 Create a new work resource (employee,

user, etc.) in SyteLine using Microsoft
Project

 Assign existing work resources to

different tasks using Microsoft Project

Infor ERP SyteLine Functional Overview 17

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Microsoft SharePoint Integration

If your company uses Microsoft

SharePoint® to share information among
employees, the SharePoint pages can
include charts and lists that display current
Infor ERP SyteLine data. For example, you
can display a chart showing sales year-to-
date by salesperson, or a list of customers
on credit hold. If a list is set up to allow it,
you can also drill back to open the SyteLine
form that contains the data.

Infor SyteLine SharePoint web parts retrieve

and display on a SharePoint site the IDO
data from a specific SyteLine configuration.
You can download, deploy, and configure
these web parts, so that the web parts
display specific SyteLine information.
Administrators can include the configured
web parts on shared pages, or they can
export the configured web parts so that
users can import them to their pages.
Individual users can reconfigure each web
part to point to a different SyteLine
configuration or to log in with a different user
name.

 Display a chart based on a SyteLine

IDO using the Infor Chart Web Part.

 Displays a list based on a SyteLine IDO

using the Infor List Web Part. This is
similar to the collection of information
you see on many SyteLine forms.

 Drill back to SyteLine forms from

SharePoint.

Infor ERP SyteLine Functional Overview 18

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
CUSTOMER RELATIONSHIP  Convert prospects to customers
MANAGEMENT  Organize prospects and customers by
Territories

Customer Relationship Management  Create and manage sales teams for

(CRM) customers, prospects, and opportunities
CRM is a customer relationship
management solution that provides an  Track communications with sales
efficient method for managing the entire contacts, prospects, and customers
sales process within SyteLine, from
customer lead origination and sales  Maintain basic information about your
opportunity tracking through converting sales contacts
prospects to customers and placing the
order.  Create sales forecasts

The features in CRM provide an integrated  Add opportunities to a sales forecast

solution between your front and back offices.
It delivers productivity gains by streamlining  Create sales periods
sales and customer service processes,
decreasing the cost of sales and cost to  Sales person homepage
serve, and ultimately increasing revenue.
 Mail Merge and email Blasts
 Track all elements of a marketing or
sales campaign through Opportunities

 Manage all tasks associated with an

opportunity using the Opportunity Tasks
form

 Manage contact information and basic

company information of your
competitors

 Create and manage campaigns

 Track estimate orders assigned to Track all elements of a marketing or sales

prospects or customers campaign with CRM.

 Maintain territory information, the SIC

code, company revenue and number of
employees for each customer

 Cross reference your sales contacts

with customers and prospects

 Assist prospects and customers from

initial interest through order placement
using the Prospects and Leads forms

Infor ERP SyteLine Functional Overview 19

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Customer Portal

The Infor ERP SyteLine Customer Portal

enhances your customer relationships by
giving them direct access to SyteLine data
that they care about. Checking on order
status, viewing estimates, requesting an
RMA, or reprinting an invoice can now be
handled directly by the customer. In
addition, detailed product information can be
made available including browsing products
by category, displaying featured products
and top sellers, and then drilling down to
individual items with pictures, pricing and Checking on order status, viewing
associated recommended items. Product estimates, requesting an RMA, or reprinting
and support information can be published as an invoice can now be handled directly by
videos and white papers, etc. along with the customer.
answers to frequently asked questions.

 Order Status
 Product Lookup
 A/R Balance
 Top Sellers
 Featured Products
 Estimate Lookup
 My Company Profile
 My Profile
 Inbox
 Returns
 Contact Us
 Reprint Invoices
 Announcements
 Press Releases
 Video Library
 White Papers
 FAQ
 Knowledge Base

Infor ERP SyteLine Functional Overview 20

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SALES

Estimating

Infor ERP SyteLine‘s Quoting and

Estimating capabilities allow you to create
professional and comprehensive quotations
and turn these quotes into sales orders. You
SyteLine lets you track events that occur
can create Estimates quickly and easily by
during the Estimating process and can keep
copying from another Estimate, an existing
all documentation involved attached to the
work order, or a Bill of Material, then
Estimate.
modifying the new Estimate to match the
customer‘s specifications.

Infor ERP SyteLine computes a cost

estimate that includes material, labor,
burden, and outside services. When
awarded a contract, you can easily create
both a sales order and a work order from the
Estimate. SyteLine lets you track events that
occur during the Estimating process and can
keep all documentation involved attached to
the Estimate.

 Engineering Sandbox Development

 Quoting and Cost Analysis

 Copy an Estimate from another

Estimate, a work order, or Bill of
Material, and then make modifications
as necessary.

 What-if Scheduling

 Pricing tables

 Multiple Price Breaks

 Estimate Status to reflect Customer

acceptance

 Estimates Quick Entry Form

 Estimate Response Form for customers

Infor ERP SyteLine Functional Overview 21

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Customer Order Entry and Invoicing  Kit orders

Infor ERP SyteLine Customer Order Entry  Ship Early/Partial processing

and Invoicing features allow you to access
complete sales order information instantly,  Time-phased item availability
while providing your customer service
representatives with online support to enter  Ability to link customer order lines
and track customer orders and create directly to Job Orders, Inventory,
invoices. Infor ERP SyteLine is fully Purchase Orders and Transfer Orders
integrated from the point of customer quotes
through customer order entry, engineering,  Order/Line Discounts
production, costing, shipping, and customer
service.  Available to promise for real delivery
dates
This integration allows customer service
representatives to take action on credit  Features and Options order
problems, reschedule requirements, and configuration
release orders in a timely manner to meet
required shipment dates. It also provides  Multi-lingual customer paperwork,
access to crucial data including general including invoices
customer information and credit status,
order backlog, material and resource  Foreign currencies
availability, order acknowledgments,
commissions, percentage of completion, and  Sales tax calculations: VAT & GAT
shipping information. Comprehensive sales
analysis reports help decision makers track  Progressive billings
everything from customers to sales
representatives.  Customer Document Profiles
 Centralized and decentralized order  Letters of credit
entry
 Order acknowledgements
 Customer Orders Quick Entry Form  Advanced Shipping Notices
 Automatic credit checking, warnings and  Consolidated invoicing
hold
 Drop ship orders (direct from vendor)
 Order change history
 Customer Service Homepage
 Volume, customer/item, contract and
matrix pricing

 Hard and soft allocations

 Three-tier Customers (Corp—Bill To,

Sold To(s), Ship To(s))

 Drop Shipping by order/line/release

Infor ERP SyteLine Customer Order Entry
 Regular/Blanket Orders and Invoicing features allow you to access
complete sales order information instantly.

Infor ERP SyteLine Functional Overview 22

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Delivery Orders

Infor ERP SyteLine Delivery Order allows

you to ship multiple customer orders to a
single customer/ship-to combination under
one tracking number. In addition to shipping
under one tracking number, delivery orders
are also invoiced using one invoice number
through consolidated invoicing.

 Consolidate multiple Delivery Orders

onto one invoice

 Invoice for a specific Delivery Order

 Create Delivery Orders before, during,

or after Shipping

 Track multiple shipments with one

Tracking number

 Create Export Documents

 Printing a Delivery Order can be used to

create a Bill of Lading, Packing List, Pro
Forma Invoice, Advance Ship Notice,
Generating an Electronic Data
Interchange (EDI) Advance Ship Notice
(ASN) for a Delivery Order

 Specify Information about the Delivery

Order such as carrier, consignee,
consignor, invoicee, and special
instructions

Infor ERP SyteLine Delivery Order allows

you to ship multiple customer orders to a
single customer/ship-to combination under
one tracking number.

Infor ERP SyteLine Functional Overview 23

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Return Material Authorization (RMA)  Maintain documented control over the
return of parts
Infor ERP SyteLine allows companies to
manage Return Material Authorizations
(RMAs); documents that control the return of
parts previously sold and shipped to a
customer. Easily tailored to your particular
business, SyteLine offers codes and
parameters that allow you to define your
processes or to track important issues.

Many times, Customer Returns must be

routed through multiple groups within your
organization. Infor ERP SyteLine RMA
capabilities allow you to easily manage the
steps of a returned part. RMA supports you RMA supports you in performing such basic
in performing such basic tasks as tasks as authorizing returns, issuing credit,
authorizing returns, issuing credit, sending a sending a replacement, and receiving
replacement, and receiving returned returned material.
material. You can also repair the returned
item using a rework order.

Infor ERP SyteLine provides access to the

business information created through your
day-to-day transactions of customer returns.
This information can help you identify
problems quickly, track issues, verify
progress, and improve processes.

 Generate a unique RMA number

automatically

 Receive returns to non-nettable

locations

 Customer credit memos based upon

receipt of the returned item

 Add Notes or Documents to RMAs

 Manage cost of returned product by

linking to the original order shipped

 Issue repair or replacement orders for

returned materials

 Track information that will help you

improve both customer service and
overall part quality

Infor ERP SyteLine Functional Overview 24

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Configurator  Increase sales by making every sales
person, customer service rep, dealer,
The Infor ERP SyteLine Configurator is a and distributor a product expert.
new-generation product and sales
configurator that is easily integrated with any  Decrease costs by reducing the need for
or all of your web, enterprise, desktop, or engineering support in sales and other
laptop systems. Powerful and intuitive, The processes.
SyteLine Configurator has the flexibility to
handle any customizable product or service,  Eliminate errors in product specification
and support practically any type of user or and pricing.
application.
 Enable growth with the ability to quickly
Intuitive user interface — A dynamic user train new employees and sales partners.
interface makes the entire configuration
experience highly intuitive, productive, and  Speed new product introduction by
personalized. reducing or eliminating the need to
distribute product and pricing updates.
Powerful configuration engine — The
core configuration engine processes the  Streamline production and improve
rules, constraints and associated data in quality by providing accurate
product models based on inputs from the configuration-specific information to
user interface or other applications to manufacturing.
provide guided product selection, product
configuration, pricing, real-time product  Differentiate from the competition by
visualization, and output generation. becoming ―easy to do business with‖
when dealing with your customized
Graphical Design Studio — The product products.
models that drive the SyteLine Configurator
are developed in the Studio. You can easily
create comprehensive product models that
make selection and configuration of even
the most complex products intuitive and
error-free.

Deploy anywhere, manage centrally —

Besides its flexibility and ease of use, the
SyteLine Configurator has uniquely powerful
integration and administration capabilities.
Using these tools, you can easily deploy the
SyteLine Configurator for a specific function, SyteLine configurator’s dynamic user
or across all your applications and interface makes the entire configuration
computing platforms. You can decide to experience highly intuitive, productive, and
make it available to particular individuals or personalized.
to your global community of employees,
partners and customers.

 Accelerate key processes such as

quoting, order entry, and price
book/catalog generation.

Infor ERP SyteLine Functional Overview 25

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor ERP Storefront ERP Storefront with improved performance,
scalability, customization, search
With each passing year, online shoppers are capabilities, and overall user experience.
demanding more. Whether your company is
a manufacturer or distributor of products, Customers can now scale components
your customers are expecting you to deliver across several servers for better
more convenience, information, and performance in environments with a high
services. Offering an attractive and complete user count or high product count. Infor ERP
online catalog may have carried the day a Storefront has advanced caching to
few years ago. But now your customers minimize database access, and features an
want a higher level of service, such as in- optimized data structure to improve
depth product information, a more intuitive performance and ensure data integrity. The
and capable search experience, application is Java-based and uses XML
personalization, easy order entry, and transactions, making maintenance,
shipment tracking. And many companies upgrades, and product customization less
must provide enhanced e-commerce expensive.
services on a global basis, taking into
account a variety of currency, tax, and With Infor ERP Storefront, you can:
cultural differences.
 Increase revenue by increasing
The bottom-line goal for distributors and
conversion rates and expanding online
manufacturers with an e-commerce offering
sales.
is to increase product browsing to improve
order conversion rates and the overall
 Enhance customer satisfaction by
service performance of their site. To meet
making it more convenient to do
this goal many distributors and
business with your company.
manufacturers are building on their existing
enterprise resource planning (ERP)
 Expand your e-commerce services
capabilities by implementing Infor ERP
without burdening your customer-
Storefront to integrate and enhance their e-
service staff.
commerce capabilities.

Infor ERP Storefront's state-of-the-art web  Deliver a wide range of convenient

foundation is designed to provide a world- services to supplement core e-
class shopping experience on both B2C and commerce activity.
B2B websites. Featuring a robust catalog
with advanced searching, order entry,  Upgrade to new e-commerce
tracking, and account maintenance capabilities as business needs dictate.
capabilities, Infor ERP Storefront delivers
the capabilities distributors and  Offer B2C and B2B services in multiple
manufacturers need to automate selling, markets around the globe.
servicing, and sourcing.
 Provide easy access to product and
The solution has deep customer account information for you and your
personalization features, such as custom customers.
shopping lists and wish lists that help
convince users that your website is best at
meeting their needs.

To help distributors and manufacturers keep

pace with demands for more advanced e-
commerce services, Infor has enhanced

Infor ERP SyteLine Functional Overview 26

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Featuring a robust catalog with advanced
searching, order entry, tracking, and account
maintenance capabilities, Infor ERP
Storefront delivers the capabilities
distributors and manufacturers need to
automate selling, servicing, and sourcing.

Infor ERP SyteLine Functional Overview 27

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Instant Order Fulfillment SyteLine Workflow is accessible from a
single screen. Visibility of customer
Infor ERP SyteLine Instant Order Fulfillment records enables credit status review
(IOF) simplifies order entry and expedites before shipping.
the pick-pack-ship process.
 Pick/pack generation — Pick lists and
An efficient process improves customer packing slips can be automatically
satisfaction, contributes to a condensed created based on all pending orders and
order-to-cash cycle, and reduces time/labor jobs in the system.
required. Automation minimizes
administrative tasks and decreases errors.

In order entry, visibility from single screens

streamlines processes, makes them more
convenient and easier to administer. In the
fulfillment portion of the cycle, IOF provides
automatic picking functionality meaning pick
lists will be generated automatically when
needed material becomes available.
Packing slips are easily updated to speed
the pick/pack process thus making IOF an
optimal add-on for high-volume or
distribution environments.
Quickly create customer orders and lines
 Simplified order entry — Create from a single screen, so you can enter an
customer orders and lines from a single order while the customer is on the phone.
screen, so you can enter an order while
the customer is on the phone. Keep a
running total of order amount, cost,
margin amount and margin percentage.
Lock/Unlock orders for large order entry
and editing.

 Inventory visibility — See on-hand

availability by warehouse of the item
being entered on same screen. View the
time-phased availability of the item
being entered and leverage standard
inventory reservations. Customer order
and line item comments are visible and
editable from the same screen.

 Efficient order fulfillment — Utilize

highly configurable features to establish
a post-picking routine, maintenance of
the packing slip, and generation of the
BOL upon shipment.

 Convenient interface — Integration to

Infor ERP SyteLine means you can use
standard SyteLine features and options.

Infor ERP SyteLine Functional Overview 28

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine POS (Point of Sale)  Integration — Seamless integration to
SyteLine allows all POS data to flow
Infor ERP SyteLine Point of Sale (POS) through to other financial and service
module is used in retail applications to reports.
manage over-the-counter cash transactions
or phone-in requests where customers pick
up or are shipped product/materials. POS
streamlines the Order Entry, Order
Fulfillment, Order Invoicing and Order
Payment process speeding data entry of
sales transactions.

The POS transaction process automatically

prints an invoice and posts payments at the
same time. POS supports multiple cash
drawers generating invoices simultaneously.
Standard FS-Plus SROs (service repair
orders) are created for POS transactions You can access details on each of the items
making it possible to add items to an order being purchased from the POS Entry
at a later time. For material transactions, screen.
visibility into item availability by warehouse,
location, or lot is also provided.

A complete audit trail is kept and maintained

aiding in cash drawer reconciliation. Built-in
security supports multiple types of payment
on each transaction including cash, credit
card, on account, and check.

 Convenience — Record materials,

labor, and miscellaneous charges and
payment transactions from a single
screen.

 Payment types — Supports multiple

types of payments, including cash,
credit card, on account and check.

 Update inventory — As items are

added to customer‘s POS order, the
item‘s availability status is automatically
updated.

 Visibility — Access details on each of

the items being purchased from the
POS Entry screen.

 Easily update orders — Add, change

or delete items to the customer order
from the Point of Entry Screen.

Infor ERP SyteLine Functional Overview 29

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Channel Sales manage one system and one data
repository with the confidence that
Infor ERP SyteLine Channel Sales is a everyone‘s information is always be up-
comprehensive quoting and ordering system to-date.
for selling both configured and standard
products through all your channels, including
dealers, distributors, and/or your direct sales
force.

Channel Sales provides a full range of

capabilities to guide your sales people,
channel partners, and key customers
through product selection, configuration,
pricing, quoting, proposal, ordering, and
status inquiry.

 Select, configure, price, quote, and

order with confidence:
o Flexible product catalog Channel Sales provides a full range of
o Guided product selection capabilities to guide your sales people,
o Product configuration channel partners, and key customers
o Product visualization through product selection, configuration,
o Dynamic pricing pricing, quoting, proposal, ordering, and
o Quote/proposal document status inquiry.
generation
o Ordering
o Status and History Inquiry
o Internationalization

 Collaborate throughout your sales

channel — Support fast, effective
communication among all levels of your
sales channel, from customer to dealer,
distributor, and you as the manufacturer.
Export/import and Internet-based
communication capabilities for RFQs,
orders, and other transactions allow
your multi- level sales channel to work
closely together to win more business.
Customer service reps can work on
open quotes or orders with dealer or
outside sales reps to provide assistance

 Deploy anywhere, manage centrally

— Modular, Internet-centric deployment
architecture that lets you get the right
tools into the hands of all your sales
people, regardless of where they work.
You can deploy the system online as a
website, distributed to offline laptop or
desktop PCs, or both. In any case, you

Infor ERP SyteLine Functional Overview 30

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
ENTERPRISE PLANNING  Microsoft Project interface
(import/export)
 Work Breakdown structures

Projects  Budget by period

If you are a project-based business or a  Labor and expense reporting

professional services firm, Infor ERP
SyteLine offers a solution that will have you  Shipping
managing your projects with ease and
accuracy. It‘s time for you to take advantage  Microsoft Project add-in
of features that unite your project managers
with integrated data for capturing costs,  Late Alerts on Projects, Project Tasks,
maintaining contracts and projects, handling and Project Resources to alert
long lead-times, and delivering on-time managers about scheduling problems
complex projects.
 Out of Range (Schedule or Cost Code
Your project-oriented customers need Variance) Indicators by Project
complex goods built to specification and
delivered within budget. Your project  Grid View of Project Transactions
managers need real-time integrated tools to
track revenues, expenses, and profitability.

Project Management automates workflow,

increases efficiency, and, most importantly,
promotes customer satisfaction. This
solution facilitates teamwork and
encourages the exchange of information.

 User defined activity tracking

 Full interface to manufacturing,

purchasing, accounts payable, accounts
receivable, order entry, inventory, Project Management automates workflow,
payroll, & general ledger increases efficiency, and, most importantly,
promotes customer satisfaction.
 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

Infor ERP SyteLine Functional Overview 31

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Advanced Planning & Scheduling  ―What-if‖ capabilities — The ―what-if‖
(APS) capabilities of the SyteLine APS engine
let users determine the impact of
To meet your lean manufacturing goals—to decisions. For example, you can insert a
do more and more with less and less—lean high priority order into your current
planning capabilities are vital. Planning must production plan, add overtime hours, or
focus on customer demand today, pulling to outsource specific components. The
the customer due date and synchronizing system instantly determines which
the flow of material and capacity customer orders will be affected and
accordingly. Infor ERP SyteLine APS is a how delivery timeframes will change.
powerful solution that synchronizes the use
of work centers, inventory, resources, and  Real-time promise dates — At the time
supply with customer orders. of order entry, our solution provides the
ability to obtain a promise date for the
With SyteLine APS, you can rely on a order which considers the finite
solution that is built, serviced, and managed constraints of both material and
by manufacturing professionals who capacity. Users only need to perform a
understand your specific requirements— the Capable to Promise (CTP) check within
need for processes to flow smoothly and the order entry screens. This powerful
without mistakes; unnecessary steps; feature gives you real-time date promise
wasted resources; and waiting downstream capability at both the order header and
because upstream activities are late. Our line detail level.
solution helps you meet this goal by
providing seamless advanced planning
capabilities, increasing your on-time
performance and throughput while reducing
inventory and operating costs.

 Greater visibility in planning — Our

solution provides exceptional visibility
into the lean manufacturing plans it
creates. You get a continuously visible
plan for each order, so that every order
―knows‖ the jobs and POs it needs, and
every supply ―knows‖ the demand it
supports. You also gain new insight into
your inventory and your resources At the time of order entry, our solution
(machines, operators, work centers, cell, provides the ability to obtain a promise date
and facility utilizations). for the order which considers the finite
constraints of both material and capacity.
 Simultaneous materials and resource
scheduling — Our solution concurrently
plans all materials and capacity needed
to satisfy the customer order. It
balances available capacity with the
actual projected workload without
assuming that capacity is unlimited or
"infinite." Plans are continually adjusted
based on the changing dynamics of your
manufacturing environment.

Infor ERP SyteLine Functional Overview 32

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Material Requirements Planning
(MRP)  Define a source per part –
Manufactured, Purchased, or
Infor ERP SyteLine Material Requirements Transferred to define sourcing by site.
Planning (MRP) module assists you in
managing the balance between supply and  Available To Promise
demand. MRP is a mode of planning that
plans requirements in order by the lowest  View Exception messages when
level in which the item appears in a bill of exceptions occur such as on-hand
material. That is, it plans all end items first, quantity drops below safety stock, or
then all items at the next level, and so on, when a planned receipt is no longer
backward planning each requirement from needed (or needs to be moved in or out
the requirement's needed date to the item's in time)
lead time and batching together
requirements needed at the same period of  Use the Order Action Report to
time. determine the job orders and purchase
orders you must generate and release
Unlike APS, MRP does not consider routing for a given item to be available when
times, resource capacity, or shifts. The needed
responsibility rests with you, the planner, to
make sure your shop floor has the available  Replicate MRP planned transfer orders
capacity to work the plan. MRP generates to the supply sites in your multi-site
planned orders and exception messages to environment
help you implement an accurate plan. MRP
helps reduce inventory, increase  Peg each supply against demand using
manufacturing productivity, and ultimately the Pegging Display form
facilitates cash flow.

 Explode all assembly schedules into

component requirements

 Consume the forecast with actual orders

as they are received

 The master production schedule (MPS)

allows you to control production of key MRP generates planned orders and
end items to help you protect your exception messages to help you implement
schedule from fluctuations in order- an accurate plan that reduces inventory,
based demand (forecasts, customer increases manufacturing productivity, and
orders, parent job orders, etc.). MPS is ultimately facilitates cash flow.
a manually created, anticipated build
schedule for an item. You create it
based on your expectations of demand
and your estimation of resource
capacity.

 Material Planning Workbench for

automatic creation of Purchase Orders,
Jobs, or Transfer Orders

 Run MRP for all sites or individual sites

Infor ERP SyteLine Functional Overview 33

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Scheduling  Dispatch lists by individual resources or
resource groups
The Infor ERP Scheduler calculates the
 Graphical views of capacity and
dates and times to work on a subset of
schedule
existing orders - those manufacturing orders
that you need to complete in the near future.
 Schedule analysis by exception
You can run the schedule over any horizon:
a shift, day, week, month, etc. However, you
will usually run it for a one-day horizon, and  Resource Bottleneck analysis forms
you will usually run it each day.

The Scheduler adjusts operation start and

end times, suggests operation sequences,
and reports changes in inventory levels. It
also generates summary information (such
as job performance) you can view in reports
and graphs.

The Scheduler processes individual

operations for any Released jobs within the
defined time horizon based on their routing
and setup, run, and move times.

 Schedule Planned orders generated by

MRP or APS, Firm jobs, Working
estimate jobs, Planned estimate jobs,
production schedules

 Schedule jobs forward in time

 Schedule resources to perform

operations

 Event-based scheduling

 Utilize scheduling shifts, holidays,

resources, resource groups,
departments, and work centers

 Prioritize jobs by setting sequence and

selection rules

 Identify late jobs and causes using the

Scheduler output analysis forms or
Analyzer

 Runs automatically in the Background

Queue

Infor ERP SyteLine Functional Overview 34

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Forecasting  Analyze data — Analyze forecasts,
sales, bookings, or usage of materials
For discrete manufacturers, many factors by unit and dollar volume and compare
contribute to an efficient operation and forecasts to historical trends and to
healthy bottom line. One important factor actual demand. Information is presented
that can get overlooked is forecasting — graphically by groupings, including
determining the right amounts of raw product, family, commodity, planner,
materials and components needed to meet and user defined.
production requirements. A manual, informal
process can result in costly excess inventory  Adapt the forecast — Adjust the
or order fulfillment and production efficiency forecast for specific market factors such
problems. as promotions, competitive situations,
and new opportunities. These
At many companies, forecasting is done adjustments can be made at the various
using inefficient and error-prone group levels or at the item level.
spreadsheets. To compensate, many
companies maintain an inventory ―fudge  Calculate optimum inventory levels
factor,‖ keeping too much inventory on hand. —Calculate optimum safety stock, order
Other times, they maintain too little and size, and re-order points, factoring in
consequently lose sales, incur expediting average usage, variability, lead time,
costs, or ship late. and desired service level.

Forward-thinking discrete manufacturers  Perform top-down forecasting — For

overcome these operational challenges by configure-to-order products, use
automating their forecasting processes with planning bills to calculate or specify a
a solution integrated with their ERP system single forecast for a group of items and
to help them quickly calculate more accurate then consume that forecast when
forecasts and optimal safety stock levels. members of the group are sold. For
common components but with unlimited
SyteLine Forecasting automates the end-item possibilities, the solution
calculation of forecasts and other inventory enables you to forecast the
drivers such as safety stock, and alerts you components, rather than the end items,
when actual demand varies from the plan. and consume the forecast when the
Forecasting is easy to use and implement, components are used.
and automates the following processes:

 Collect data — Collect historical sales

of products or usage of components in
both units and dollars.

 Calculate forecasts — Use historical

demand and various algorithms with
what-if analysis. Forecasts also can be
generated collaboratively with customer
specific demand. The solution also
supports combined forecasting
methods, such as when part of demand
is forecast by statistics and part by Statistically calculate forecasts based on
imported customer data. historical demand using various algorithms
with what-if analysis.

Infor ERP SyteLine Functional Overview 35

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine SytePlan plans; why you‘ve failed to make them in the
past; and how you can make them in the
future—with a big picture perspective of
Sales & Operations Planning is a business dollars and units of various product
management process to achieve the groupings and drill down to identify root
alignment of all business activities to causes and corrective actions.
balance supply and demand. The Infor ERP
SyteLine SytePlan process helps sales, Features:
production, inventory, and financial
manager‘s work together to maximize  Plan/Budget Definition
customer fill rates, optimize inventory, and
maximize profits.  Plan/Budget Detail
SyteLine SytePlan provides workbenches,
 Annual Operating Plan Workbench
queries, graphs, and reports that facilitate
the Sales and Operations integrated
 Master Report
management process. These tools assist
you in creating an Annual Operating Plan
(AOP) and monitoring your performance  Current Month Analysis
against the plan.
 Last Month Analysis
SytePlan helps identify supply and demand
problems and directs your management  Historical Forecasts
team towards the activities that will balance
supply and demand and keep you on track  Forecast Stagger Chart
with the plan. Identify problems such as:
 Supply-Demand Weekly Summary
 Producing WIP/inventory for products in
excess of the demand  Monthly Analysis Report

 Booking more or less than the forecast  Customer On Time Delivery Analysis

 Changing the forecast too much for  On Time Delivery Detail

production to respond
 Building up WIP/inventory for products  Rough Cut Capacity Analysis
that have a backlog
 Inventory Turns Analysis
 Planned production that is inadequate to
reduce the backlog  Gross Margin Analysis

 Creating unreasonable forecasts

considering our capacity

 Selling what is most available and most

profitable

 On-time delivery problems

SyteLine tells you what jobs and POs are

needed to fill demand. SytePlan tells you if
you will make your revenue and inventory

Infor ERP SyteLine Functional Overview 36

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SytePlan tells you if you will make your
revenue and inventory plans; why you’ve
failed to make them in the past; and how
you can make them in the future—with a big
picture perspective of dollars and units of
various product groupings and drill down to
identify root causes and corrective actions.

Infor ERP SyteLine Functional Overview 37

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
PRODUCTION
 Review estimated versus actual
MANAGEMENT costs by job

 Payroll integration
Manufacturing Work Orders or Jobs  Machine-hour reporting

Infor ERP SyteLine allows you to use jobs,  Create jobs for By-products, Co-
also referred to as manufacturing work Products or Rework
orders, to track specific manufacturing
processes, including labor, material,  Allows for Overlapping Operations
machines, costs, scrap, work in process,
and finished goods inventory. A job is a  Outside Vendor Process
mechanism to launch and monitor
production to meet a planned requirement.  Drive costs by Work Center &
Department
Jobs are very flexible and easily changed to
meet a specific customer‘s requirements  Track all actual (or standard) labor
and provide great detail in cost tracking and and material, as well as WIP (work-
analysis. It‘s also a way to cross-reference in-process) costs, through a detailed
production to a specific customer order that routing.
needs to be tracked in detail. Jobs have
their own bill of material and routing  Transactions can be entered
structure and are individually released to manually, or posted automatically
manufacturing. In addition, job definition for with bar code data collection or back
rework order processing is available, flushing.
allowing for recursive item repair use with
planning impact basis.

 Infor ERP SyteLine provides several

methods of creating and defining a
job; you can use whichever method
you prefer.

 Use the Material Planner‘s

Workbench to manage the creation
of all of your jobs in a single screen.

 Link customer orders directly to jobs

Infor ERP SyteLine provides several
methods of creating and defining a job; you
 Schedule jobs based on finite and
can use whichever method you prefer.
infinite forward scheduling

 Issue materials to a work order or

back flush materials automatically
based on operation or job
completions

 Validate material availability to

determine whether or not a job can
be completed on time

Infor ERP SyteLine Functional Overview 38

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Production Schedules (Repetitive  Costs are charged to the items
Manufacturing) produced in the work center based
on the standard bill of material and
Infor ERP SyteLine Production Schedules routing
are typically used when you manufacture the
same item regularly — standard products —  Track the cumulative production for
and do not need precise tracking of actual an item in time buckets you choose
labor and material costs for every job. (daily, weekly, or monthly)

Rather than being required to report all  Best suited for Make-to-Stock
activity to a specific Work Order, SyteLine Finished Goods/Components, and
Production Schedules allow activities and High Volume-to-Order
their costs to be charged to Work Centers.
Production schedules allow you to authorize
and release production in a simplified
manner. A production schedule functions as
a blanket job order. Production schedules
are sometimes also referred to as work
order-less production.

With SyteLine‘s Production schedules, you

create production schedules for an entire With SyteLine’s Production schedules, you
plant, planner, family of items, or specific create production schedules for an entire
customer for a selected time period. You plant, planner, family of items, or specific
can set up a production schedule for an item customer for a selected time period.
with releases for each month of the year;
you don't have to create a separate job
order each month or each time the item is
manufactured.

 Allows manufacturers to be more

spontaneous in authorizing
production

 Flexibility in making schedule

changes

 Reduce effort in establishing and

maintaining production plans

 Reduce paperwork and system

transactions

 SyteLine Production Schedules do

not require actual labor and material
tracking. Instead, after a Production
Schedule is created you need only
report the item produced and the
quantity and the labor and material
are back flushed.

Infor ERP SyteLine Functional Overview 39

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Batched Production  View a summary of batch activity
that occurs during a Scheduling run
Using the Infor ERP SyteLine Scheduler,
you can group several potentially different  Maintain a list of the characteristics
items on different jobs into a batch and of items that can be separated into
process that batch through, for example, an batches
oven or a paint booth. After the batch is
processed, the different jobs then continue
on their own routing. Batching affects only
the Scheduler, not the Planner.

Each batch definition describes how batches

are formed, including a routing that
processes the batched parts. The operations
forms include a batch definition field. Any
operation on which a batch definition is
specified is referred to as the batch
operation.

In a jobs or production schedule routing, an

operation (the batch operation) references a
batch definition when the job or production
Each batch definition describes how batches
schedule can be combined with other jobs or
are formed, including a routing that
productions schedules for processing. This
processes the batched parts.
causes batches to be formed, based on the
rules defined on the Batch Definitions form,
and transfers control to the batch definition
routing. At the end of the batch definition
routing, the job or PS returns to its original
routing and continues processing as normal.

 User-defined or system-created
batches

 Tell the Scheduler how batches

should be formed including how
jobs/production schedules will be
batched together and when a batch
will be released to be processed.

 Define operations that use the batch

definitions

 Create user-defined batches which

include specific released jobs and
production schedule releases

 Define operations that use the

batched production definitions

Infor ERP SyteLine Functional Overview 40

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Co-products and By-products

Many production processes result in more

than one stock keeping unit (SKU). These
additional materials may be Co-products or
By-products and SyteLine models both.

A By-product is something that is a residual

of or incidental to the production process.
You are not in the business of making the
by-product, and if you could eliminate it from
the process, you would. But since it has
value, you need to inventory it. Co-Products
arise when you create many SKUs with the
same job.

SyteLine lets you:

 Create jobs that make groups of items,
rather than a single item

 Create Co-Product Mixes

 Support both Actual and Standard costs

 Support Production schedules and

Estimates for By-products

 Perform Lot tracking

 Assign the cost distribution percentage

between material, labor, and machine
for each co-product job operation

 Process job material transactions to

record receipt of By-products into
inventory

Infor ERP SyteLine allows you to model both

co-products and by-products.

Infor ERP SyteLine Functional Overview 41

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor Barcode

As a manufacturer competing in today‘s You probably won‘t need anything more

tough business environment, you know sophisticated than an automated data
speed and accuracy are critical in every capture server and a high-end PC. You can
business process. You can already scale the solution from several—to several
streamline planning, customer service, and hundred—devices, and get an extensive set
complex manufacturing processes thanks to of transaction analytics to manage it. Plus,
your core enterprise resource planning with a powerful, parameter driven
(ERP) solution, Infor ERP SyteLine—and administration tool, you can configure Infor
that‘s a great advantage. But you need to Barcode‘s standard and optional features
constantly improve to keep successfully yourself, without the need for
competing. And to do that you need to programming—and that means lower IT
streamline your business processes, ensure costs.
your inventory is accurate, and streamline
your logistics and production areas.

Simplify your business process to improve

your shop floor and warehouse operations,
with Infor Barcode for ERP SyteLine—a
scalable, automated data collection solution
that fully integrates with ERP SyteLine and
has more than 25 years of discrete
manufacturing experience built in. Activate
only the functions you need and join
hundreds of companies around the world
who depend on Infor Barcode. You will
eliminate warehousing, distribution, and
manufacturing activities you don‘t need,
because Infor Barcode helps you go lean.

With Infor Barcode for ERP SyteLine you

can improve your business processes, go
lean, and make sure you‘ve got accurate
inventory. From receiving to shipping and
everything in between, you can integrate
Barcode seamlessly with SyteLine. Not only
can you quickly activate and use the
application, you can configure and
reconfigure it as your business processes
change.

You can implement Infor Barcode with a You can implement Infor Barcode with a
range of hardware devices, including range of hardware devices, including
handheld, wall- and vehicle-mounted handheld, wall- and vehicle-mounted
scanners; wireless access points, personal scanners; wireless access points, personal
computers, and printers. Because you don‘t computers, and printers.
need to enter data manually, you won‘t
make as many errors. Transactions are
automatically posted, streamlining your
warehouse and shop-floor processes.

Infor ERP SyteLine Functional Overview 42

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor Enterprise Asset Management
(EAM) Features:
 Graphical User Interface
Capital assets often generate unseen costs  Predefined Reports
that turn profit into loss. If you don‘t pay  Key Performance Indicators
attention to the total cost of operating capital  Web Architecture
assets, you may be passing up the  Minimal Hardware
opportunity to ensure the success of your
business for months or years into the future. Modules:
Successful companies know that effective  Assets
enterprise asset management (EAM) does  Work Management
more than add to the bottom line—it also  Preventive Maintenance
reduces risk and gives your business a  Materials Management
measure of stability that makes a big  Purchasing
difference in volatile business conditions.  Mobile
Infor EAM delivers a time-tested solution
that helps your company increase the life Flexible buying and deployment options:
and value of assets, optimizes asset Infor now gives you unprecedented choice
utilization, decreases costs of operation, and over how you purchase, deploy, and
improves decision-making. It also gives you manage Infor EAM Business Edition. Now
an easy to use solution that you can you can get the power of Infor EAM
implement quickly. Business Edition three different ways:
Infor EAM is a powerful enterprise asset  On-Premises—Traditional perpetual
management solution that enables small software license operated by the
and mid-size organizations to control critical customer on site
functions such as work orders, purchasing,
inventory, and preventative maintenance,
 SaaS Hosted License—Traditional
without the investment and extended
perpetual software licensing with hosting
implementation time required for a larger-
from Infor
scale installation. Designed for companies
with single or multiple sites, this solution
 SaaS Subscription—Customer
increases productivity while reducing
subscription for on demand usage
downtime by enabling organizations to
manage several essential business
With such a wide range of deployment and
functions from within a single web-based
buying options for Infor EAM, your company
solution
can choose the model that best meets your
business needs.
Infor EAM provides companies that have
small or no IT departments with a full-
featured solution that delivers unparalleled
insight into operations and can fully integrate
with additional enterprise applications,
advantages typically reserved for
applications designed for large, multinational
corporations. The security model is also
uncomplicated, reducing installation time
even further. System users access the
features and functions of web-based Infor
EAM software through a browser, working
with an easy-to-use graphical user interface.

Infor ERP SyteLine Functional Overview 43

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Shop-Trak Production Execution—Accelerate
production throughout your organization
Top manufacturers have a new secret using:
weapon—manufacturing execution systems
(MES), because true quality management  Job moves and completes.
demands quality execution. Old-fashioned
punch clocks and paper-based schedules  JIT transactions.
simply can't keep a modern manufacturing
workforce like yours operating at peak  eKanban replenishments for internally
efficiency. and externally sourced parts and
components.
But, improving efficiency is only the first step
— you need full interoperability with all  Rules-based, user defined labels—
business applications to truly deliver rich, formatted specifically to individual
real-time communications between your customer or product requirements.
shop floor and the rest of your enterprise.
That ensures that your sales, finance,  Material Issues to production from
design, management, and operations multiple locations at once.
departments work with the same goals in
mind at all times.
Production status and work dispatching
Benefit from Infor‘s decades of expertise at — Show workers real-time dispatch
manufacturing execution and make your information for any work center or machine,
entire enterprise more productive every day. in a personalized format that every
Infor ERP SyteLine Shop-Trak connects the employee can easily understand.
comprehensive power of SyteLine with the
power of manufacturing execution systems  Real-time production schedules and
to deliver better results to every corner of priorities go directly to the shop.
your business. By creating a constant
communication stream throughout your  Check production status by drilling
company, you'll be constantly positioned to through to transactional data.
take the corrective and preventive actions
that lead to top quality and peak
performance. Time and attendance, with labor
collection — You'll streamline your full
Infor ERP SyteLine Shop-Trak automates range of manufacturing tasks when you can:
your entire range of shop floor workforce
administration and execution tasks. You'll  Achieve flawless accounting of payroll
get more done with less effort at a lower and job costing while starting or ending
cost by adding a powerful set of features to any number of machines at any time
the SyteLine solution you already have. with Shop-Trak‘s simultaneous multiple
machine management.
You get quality at every step of your
manufacturing process with Infor ERP  Allow one employee to process multiple
SyteLine Shop-Trak. With support for your jobs on a single machine simultaneously
current plant entry security devices, as well or in rapid succession. Sophisticated
as touch screen simplicity, biometric cost allocations give you perfect
support, barcode printing, and data precision and optimal productivity.
collection device support, you‘ll also gain
higher quality faster at less effort.  Take advantage of Shop-Trak‘s support
for work center teams or crews, allowing

Infor ERP SyteLine Functional Overview 44

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 one person to reassign a dynamically
sized team from one job to another.

 Reconcile time and attendance, with

shop floor labor, for better
recordkeeping.

 Push time and attendance data directly

into Infor ERP SyteLine Payroll or ADP.

Infor ERP SyteLine Shop-Trak automates

your entire range of shop floor workforce
administration and execution tasks.

Infor ERP SyteLine Functional Overview 45

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Quality Control Solution reviews mandatory and require that those
reviews get addressed as a precondition to
Your customers require products made to closing a change-management report.
their precise specifications. You require the
same of your suppliers. You are equally Because communicating quality issues and
committed to the same exacting level of their status is such a critical component of
quality within your company and across your any quality system, the QCS Web portal
entire organization. You face endless allows all employees to view quality data,
challenges in complying with government without the need to log into SyteLine. It also
regulations, providing quality records to monitors and reports quality performance
auditors and customers, and continually data, and offers basic document
making improvements to your organization. management functions.

Infor ERP SyteLine Quality Control Solution

(QCS) integrates best-in-class quality into
the SyteLine functions you already use to
run your manufacturing operation. It
supports quality activities related to
receiving, manufacturing, shipping, and
returns.
The QCS Web portal allows all employees
QCS also manages advanced quality to view quality data, without the need to log
activities across your entire organization, into SyteLine. It also monitors and reports
including quality incidents, change quality performance data, and offers basic
management, and responses to audit document management functions.
findings. Infor ERP SyteLine Quality Control
Solution creates the framework for building a
culture of continuous improvement  The QCS Supplier module manages:
throughout your organization. o Receiving inspection
o Vendor Return Merchandise
QCS supports quality activities of your entire Authorization (RMA)
enterprise, not just the manufacturing o Supplier performance reporting
process.
The process of managing your suppliers
The four distinct QCS modules, all built on a never ends. Beginning with a review of the
common foundation of powerful quality supplier facilities and an approval process,
management tools, include: the SyteLine QCS Supplier module helps
track vendor communications and quality
 The QCS Enterprise module control (QC) status. The receiving process
encompasses: of this module includes material handling,
o Topics safety alerts, printing tags, assigning unique
o Changes tracking numbers, and putting material in a
o Web portal QC holding area pending disposition.
o Process flow
From here, QC inspects and assigns the
QCS includes support for quality incidents, material to inventory for production or tracks
change management, responses to audit non-conforming material to its final
findings, machine and maintenance issues, disposition. It also provides integrated
safety, training, and opportunities for Vendor RMA support, including links with
continuous improvements. With Infor ERP accounting. QCS automatically calculates
SyteLine QCS, you can make specific vendor product quality and delivery

Infor ERP SyteLine Functional Overview 46

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
performance to help you build strong manufacturing, QCS lets you track each
supplier relationships. nonconforming item and capture the
associated costs of quality. In addition, when
a job requires you to send material outside
for processing, QCS prints paperwork to
attach to the product when it leaves your
facility and when it returns again.

 The QCS Customer module deals

with:
o Shipping inspection and QA
o Customer RMA
o Customer complaints

Beginning with a review of the supplier Customers may require you to ship
facilities and an approval process, the paperwork with each product to confirm that
SyteLine QCS Supplier module helps track you have designed, manufactured, or
vendor communications and quality control inspected the product to meet regulatory or
(QC) status. customer requirements. The QCS Customer
module improves your work process by
identifying which items require such
 The QCS In-Process module covers: confirmation and ensuring that these items
o Job inspection and rework are routed through QC prior to shipping. You
o Serial number tracking can record inspection results, print
o Cost of scrap necessary paperwork and then tag the
product as accepted and ready to ship.
Tracking quality requirements during
production often becomes a chore, what If your customers return the product, QCS
with the need to record the disposition of works with the SyteLine RMA module to
materials at multiple inspection points, track direct that product to QC for receipt,
sign-offs, capture test results, record inspection, disposition, and non-
defects, and track items requiring rework or conformance tracking. The Customer
repair. The QCS In-Process module Complaint Reporting (CCR) function helps
streamlines your entire process. you respond to feedback from your
customers, assign responsibility, track your
Many situations require you to track and internal review and corrective action, and
inspect manufactured items piece-by-piece, measure customer satisfaction.
according to serial number or tag number.
QCS supports all SyteLine production The Supplier, In-Process, and Customer
methods—jobs, production schedules, and modules are built on a common foundation
just-in-time (JIT). It also allows you to enter to help you manage key quality
all details while in a job, including requirements that span every facet of your
disposition, non-conformance tracking, cost organization. This common foundation
of quality, test results, defects, and failures. includes:

In addition, QCS reports the cost of scrap  Non-conformance

including labor, material, and overhead. You  Quick reporting of quality issues
can identify defective raw material at the  QC item definition
point of use rather than at receipt, which  Corrective action
helps you report the issue promptly. When  Cost of quality
you mark items as defective during  Record inspection results

Infor ERP SyteLine Functional Overview 47

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Data Collection Wedge method with the portability of
the Store & Forward method.
Infor ERP SyteLine Data Collection speeds
data entry, eliminates duplication of effort,  Inventory Control: Cycle Counting,
and improves the accuracy and timeliness of Physical Inventory, Material
data in the system. Data Collection can be Movements.
implemented quickly and effectively. Data
Collection fully supports lean initiatives, as it  Time & Attendance: Clock In/Clock
helps companies eliminate MUDA (a Out, Lunch In/Lunch Out.
Japanese term for any activity that does not
add value) in warehousing, distribution, and  Manufacturing Control: Labor and
manufacturing. machine reporting against jobs and
production schedules, with moves,
Data collection enables companies to fully completions, and scrap (including
unleash the power of Infor ERP SyteLine in reason codes).
all the areas where material moves in, out,
or through the operation, and where  Style sheets have been developed
manufacturing resources — be they for the 1/4 VGA screen, 240 pixel
machines or manpower — add value to the wide Intermex CK31 device
product being produced. Using Data
Collection to automate key material
processes opens up a whole wealth of
possibilities for streamlining logistics and
production areas, and reduces the time and
cost associated with key processes.

 Integrated Data Collection supports

all three types of commonly used
collection methodology: Store &
Forward, Wedge, and Radio
Frequency. Using Data Collection to automate key
material processes opens up a whole wealth
 Store & Forward uses portable of possibilities for streamlining logistics and
readers and scanners that capture production areas, and reduces the time and
and store information until the cost associated with key processes.
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

Infor ERP SyteLine Functional Overview 48

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Advanced Plant over time, organizations can make better,
Maintenance informed decisions about future ―repair
versus replacement‖ options.
Infor ERP SyteLine Advanced Plant
Maintenance (APM) makes it possible for Advanced Plant Maintenance helps profit-
organizations to manage their entire internal minded organizations enact such proactive,
maintenance process, from scheduling asset-protecting strategies. Now your
preventative maintenance events to organization can effectively manage the
handling the unexpected service repair. entire maintenance process:

Advanced Plaint Maintenance reduces  Unit configuration — Manage complex

equipment downtime, improves resource equipment, tools, and fixtures, the Unit
utilization, and streamlines service Configuration Screen can be used to
operations. It helps protect against track the detailed configuration of any
unscheduled maintenance when part and date. Each line item can have its own
materials may not be available. It helps set of comments and its own warranty
prevent interruptions in production which tracking information. SROs for PM,
can lead to bottlenecks in the system, inspection and calibration can be
inventory shortfalls and hampered abilities to generated automatically. For tools and
fulfill customer orders. less complex equipment, the
configuration need not be built.
Advanced Plant Maintenance seamlessly
integrates to Infor ERP SyteLine and  Automated SRO scheduling — Each
provides organizations with an internal Unit has a Unit master record. SROs of
system to manage preventative any user-defined type such as ―PM‖ for
maintenance schedules and/or service preventive maintenance or ―INSP‖ for
repairs. It manages inventory, purchasing, inspection may be established to
accounting, shop floor, and scheduling files. automatically generate either on a time
Any organization with equipment needing or meter basis. All SROs are tied to the
routine inspection, calibration, preventative proper machines and tools giving the
maintenance, or potentially service repairs user the ability to track all costs.
on equipment can benefit from this
integrated service management solution.  Resource scheduling — When
reviewing the schedules for a resource
Advanced Plant Maintenance helps the or resource group, the user can view
organization be proactive in its approach to ―Shift Exceptions‖ for blocks of time
maintenance of machines, tools, fixtures, required to perform maintenance on the
fleet, facility, or plant assets. A preventative resource. With a click of the mouse, the
maintenance schedule means fewer list of maintenance orders generated for
equipment failures. Routine service can be a resource or resource group can also
planned according to a schedule that will be shown.
least affect production demands.
 Incident/event tracking — All service
Preventive maintenance reduces the threat repair requests can be managed via the
of sub-par performance due to improperly Incident Maintenance screen. Calls may
maintained equipment and fixtures. Overall be related to specific PM or SRO item or
quality levels can be sustained. By any item/part within the unit
maintaining equipment/tools/fixtures on a configuration. Full user- defined
routine, scheduled basis, the life expectancy traceability is supported for multi-level
of assets is significantly extended. In reason and resolution codes. If a unit is
addition, by tracking maintenance expense identified as part of the incident,

Infor ERP SyteLine Functional Overview 49

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 warranty information is made available
to the user. Priority and status codes are
a basis for escalation and reporting.

Advanced Plant Maintenance seamlessly

integrates to Infor ERP SyteLine and
provides organizations with an internal
system to manage preventative
maintenance schedules and/or service
repairs.

Infor ERP SyteLine Functional Overview 50

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SUPPLY CHAIN
MANAGEMENT
Purchase Order Requisitions
Infor ERP SyteLine Purchase Order
Requisitions can help you enforce your
organization‘s internal financial controls by
managing requests for purchases that are
originating from within various departments
in your organization.
Infor ERP SyteLine Purchase Order
Purchase Order Requisitions authorize the Requisitions allow you to manually create a
purchasing department to procure goods PO requisition, or the requisition can be
and services. Requests are documented created by cross-referencing from a
and routed for approval within the customer order, transfer order, BOM, or job.
organization and then delivered to the
accounting group. Then, Infor ERP SyteLine
allows you to manually create a PO
requisition, or the requisition can be created
by cross-referencing from a customer order,
transfer order, BOM, or job. A planned order
can also be firmed into a PO requisition.

Proposed purchases are subject to

approvals and can be approved by users
with the proper authorization levels.

 Generate a unique Purchase Order

Requisition number automatically

 Create PO‘s for Inventory and Non-

Inventoried Items

 Create PO Requisitions from Customer

Order Lines, Customer Order Blanket
Releases, Estimated Materials, Estimate
Project Resources, Job Materials,
Project Resources, and Transfer Order
Lines automatically

 Set Approval Levels by PO Requisition

Limit and PO Requisition Line Limit

 See and approve all of the PO

Requisitions that an approver owns

 Convert approved PO Requisitions to

Purchase Orders automatically

Infor ERP SyteLine Functional Overview 51

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Purchase Order Processing  Maintain Blanket Purchase Orders,
supporting multiple delivery schedules
Infor ERP SyteLine allows you to easily and shipping addresses
coordinate material purchases by providing
online decision support that simplifies record  Buyer Home Page
keeping. Purchasing supports your company
in managing its expenditures and  Store and track information about a
reimbursing vendors promptly for services or particular item from a specific Vendor
goods provided. It helps you maintain using Vendor/Item Cross Reference
control of inventory to enhance your function.
company‘s cash flow and shorten delivery
times.  Specify multiple parts and delivery dates
on purchase orders and include the
Infor ERP SyteLine handles all types of vendor‘s part number for cross-
purchases, including inventoried items, referencing.
supply items, outside service operations
pertaining to a manufacturing order, and  Access Vendor Performance
subcontracted items that require information, the Vendor Communication
components being sent to the vendor. Drop Log, and a listing of vendor information
shipments can include specific locations for items purchased regularly. In this
other than the primary ship-to address, such manner, you can ensure that you have
as various warehouses or customer selected the best vendor for each
locations. purchase.

Infor ERP SyteLine‘s purchasing module  View the planned costs, actual unit
provides standard form reports such as costs, promise dates, and due dates for
purchase orders, acknowledgments, and each line item.
order lists for purchasing personnel, as well
as analytical accounts payable-related  Place vendors on payment hold if their
reports, including purchase order lists and goods or services are unacceptable
voucher‘s payable reports. using the Payment Hold feature.

 Enter purchase orders, order receipts,  Because a Purchase Order represents a

and returns in real-time and let Infor contract with a vendor, Purchasing
ERP SyteLine automatically calculate provides you with a utility for changing
the adjustments to POs Purchase Orders and tracking the
changes you make.
 Purchase materials directly to a job

 Link a PO line item to a specific job

requiring that item

 Issue materials to a work order when

you receive items purchased directly to
a job. Enter purchase orders, order receipts, and
returns in real-time and let Infor ERP
 Generate vendor purchase requisitions SyteLine automatically calculate the
with approval limits adjustments to POs.

Infor ERP SyteLine Functional Overview 52

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Goods Receiving Notes (GRN)

Infor ERP SyteLine Goods Receiving Notes

allows you to link a receipt to multiple
purchase orders for the same vendor. The
GRN lists which items and quantities have
been received and when. This GRN can be
sent to the Accounts Payable department
and can be used in the matching process.

Once the supplier sends the invoice, this is

matched to the GRN and purchase order. In
addition to receiving under one GRN
number, multiple receipts can also be
vouchered under one voucher number
during the voucher generation process.

 Consolidate multiple Goods Receiving

Notes under one voucher

 Generate a Voucher for a specific

Goods Receiving Note

 Create Goods Receiving Notes from

Purchase Orders or Posted Receipts
 Create a GRN record when an
Advanced Ship Notice (ASN) is sent by
a vendor automatically

 Use in place of packing slip for three-

way matching

You can consolidate multiple Goods

Receiving Notes under one voucher.

Infor ERP SyteLine Functional Overview 53

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Inventory Management  Perform automated physical inventories,
cycle counting, and ABC analysis.
Infor ERP SyteLine gives you more control
over your inventory by providing greater  Real-time material tracking and
accuracy and immediate access to inventory allocations.
information throughout the company.
SyteLine automates the process of tracking  Safety Stock, Reorder Points, Order
parts by adjusting inventory whenever you min/multiple/max, Lot/serial control.
create a transaction involving a part.
 Kitting.
Infor ERP SyteLine updates and maintains
raw materials, WIP and finished goods  Selectable dedicated warehouses (as
inventory quantities and costs. Inventory for spares).
items can be designated as purchased,
manufactured, or transferred so that you can  Temporary and permanent item
immediately place a purchase order or issue locations.
a job order when you need a particular item.
 Inter and intra Warehouse transfers and
Infor ERP SyteLine also allows you to easily moves.
track material and costs on a per-project
basis. The extensive reporting capabilities of  Obsolete and slow moving inventory
SyteLine provide complete profiles of any flags and analysis.
part in the system.
 Inventory aging reporting.
 Assign comprehensive part definitions
including variable length part numbers  Cost methods, including standard,
up to 30 characters long, extended part actual, LIFO, FIFO and Lot Specific by
descriptions, user-definable fields, and item.
supplier information.  Costs by Item or Item Warehouse.

 Stock goods in one unit of measure  User defined unit of measure

while purchasing, selling, and/or conversion.
consuming on a work order in another
unit of measure.  Multi-lingual item descriptions.

 Assign multiple warehouse locations for

a part and/or multiple locations within a
single warehouse.

 Issue materials by work order,

operation, or sub-assembly
automatically.

 Issue floor stock items automatically.

 Set up specialized item pricing such as

quantity and discounted pricing, contract
Infor ERP SyteLine automates the process
pricing, etc., for both purchasing and
of tracking parts by adjusting inventory
selling.
whenever you create a transaction involving
a part.

Infor ERP SyteLine Functional Overview 54

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Physical Inventory

Infor ERP SyteLine Physical Inventory is the

process of manually counting all inventory
for a specific warehouse or location. Upon
completion of the actual physical inventory,
all numbers are then recorded, and
discrepancies are identified and explained.

Accurate inventories result in more profitable

and successful businesses. Customer
relationships are improved because you can Infor ERP SyteLine Physical Inventory
ship their orders. Accurate inventories also allows you to obtain accurate information
lead to buyers being confident in buying about quantities on hand, which will help you
goods at the right time and the right quantity make more informed business decisions.
avoiding over- or under stock.

Infor ERP SyteLine Physical Inventory

allows you to obtain accurate information
about quantities on hand, which will help you
make more informed business decisions.

 Freeze/unfreeze inventory

 Inventory tags or inventory tag

sheets

 Generation of inventory count for

every item/location/lot/serial
combination

 Inventory pre-adjustment report that

lists quantity and cost variance
 Physical inventory approval

 Void/unvoid inventory tag sheets

 Void tag sheet report

 Generate blank tags or sheets

Infor ERP SyteLine Functional Overview 55

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Cycle Counting

Infor ERP SyteLine Cycle Counting allows

you to perform an inventory count on small
subsets of your total inventory on any given
day. Cycle counts are similar to a total
physical inventory in that it allows you to
track your on-hand inventory but do not
require a warehouse inventory freeze.

Therefore, Cycle counts do not disrupt your

daily operations, provide continuous Cycle counts can be triggered to focus on
measures for inventory accuracy, and can the items with high value, high volume, and
be triggered to focus on the items with high that are critical to on-time delivery.
value, high volume, and that are critical to
on-time delivery.

 Multiple ways to determine the ABC

Code on Items (Year-to-date usage,
Future usage, or Unit Cost)

 Determine ABC percentages for

Purchase, Manufactured, and
Transferred Items

 Mass update to determine Cycle

Type, Cycle Frequency, and Last
Count Date for Items

 Count sheets automatically

generated based on Cycle Triggers

 Exception reporting that does not

allow records to post until corrected,
such as:
o Item is not in Items
o Stockroom location not
found
o On-hand quantity is not
equal to on-hand quantity
when cycle count was
generated

 Variance reporting

 Eliminate the need for yearly

physical inventory counts

Infor ERP SyteLine Functional Overview 56

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Shipping/Receiving
Infor ERP SyteLine Shipping and Receiving
allows you to ship and receive items coming
in or out of your inventory. This might
include shipping against a customer order,
receiving raw material from a purchase
order directly to a job or directly into
inventory, or shipping an item from stock.

Infor ERP SyteLine Shipping and Receiving

are online transactions that are easy to use,
efficient, and cost-effective. You get: Ship against a customer order, receive raw
material from a purchase order directly to a
 Hard and soft allocations/reservations job or directly into inventory, or ship an item
from stock.
 Picking and Packing lists

 Delivery Orders

 Goods Received Notices

 Available to ship analysis

 Multiple units of measure

 Receipt rejections and reason codes

 Landed Costs

 The ability to create payment vouchers

from purchase order receipts

 The ability to create invoices from

shipments to a customer

Infor ERP SyteLine Functional Overview 57

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Transfer Orders  Data Collection for shipping and
Use Infor ERP SyteLine Transfer Orders for receiving transactions
moving items or materials between
distribution centers, or for component and  Quick Entry form to enter all information
sub-assembly movement between plants on one screen
that require a more formal multi-stage
transaction. Transfer Orders do not require
an approval process or a requisition
function.

SyteLine Transfer Orders support the

following:

 Visibility of in-transit inventory across

the system including Transfer Order SyteLine Transfer Orders give you visibility
number, item, quantity in-transit, into in-transit inventory across the system,
quantity to be shipped, date, shipment including Transfer Order number, item,
mode, freight cost, and value of quantity in-transit, quantity to be shipped,
shipment. shipment mode, freight cost, and more.

 Financial transactions

 Landed cost

 Cross-reference functionality

 Picking List functionality

 Packing Slip functionality

 Bill of Lading functionality

 Pro Forma Invoice functionality

 Various costing and pricing methods

 Automatic updating of inventory fields

for Planned Transfer Orders

 Ability to enter a transfer order without

knowing the location or lot number.
Location not required until receipt.

 Partial shipping and receiving

 Ability to track quantity differences, such

as: loss, shrink, damage, rejects, and
advance shipmen using Reason Codes.

Infor ERP SyteLine Functional Overview 58

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Electronic Data Interchange (EDI)

Any organization that exchanges

information, including enterprises involved in
procurement/purchasing, finance, trade and
transport, health, law, and revenue/tax
collection, can use Electronic Data
Interchange (EDI).

EDI can help you reduce paperwork and

administrative lead times, send timely
business transactions, access information Create standard transactions to meet your
quickly and easily, and eliminate redundant trading partners’ EDI requirements.
data entry. These benefits allow your
enterprise to adopt more efficient practices
such as Just-In-Time Delivery.

Infor ERP SyteLine is integrated with an EDI

translator. The system imports inbound
transactions from the translator and exports
outbound transactions to the translator. The
EDI translator interface supports six demand
side and six supply side transaction sets.

Infor ERP SyteLine EDI complies with the

American National Standards Institute
(ANSI) X12 and EDIFACT (International)
standards.

 Create standard transactions to meet

your trading partners‘ EDI requirements

 Convert inbound EDI documents into

customer orders

 Manage releases and ship schedules

from your customers

 Maintain fabricated and raw material

authorizations

 Create data files for Advanced Ship

Notices, Vendor Purchase Orders, and
Invoices

 Cross-reference Customer Part IDs to

Infor ERP SyteLine Part Numbers

Infor ERP SyteLine Functional Overview 59

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Outside Process
Management

Infor ERP SyteLine Outside Process

Management (OPM) extends the value of
Infor SyteLine ERP allowing the SyteLine OPM leverages the “Outside Service” field
user to streamline the process of tracking on the standard SyteLine Work Center to
and shipping materials from a standard flag material that requires the services of an
SyteLine job to an outside vendor/service. outside vendor.
OPM leverages the ―Outside Service‖ field
on the standard SyteLine Work Center to
flag material that requires the services of an
outside vendor. With OPM, no changes to
the standard SyteLine Bill of Material are
required. However, when the job material is
moved into an operation flagged with an
―Outside‖ work center, the system
automatically creates a purchase order for
the materials along with the necessary
records to identify those items to be shipped
and to which vendor.

Users also have the ability to print packing

slips and ship items from a new Vendor
Shipping screen. When the outside vendor
completes the contracted service, items are
received back into the job using the
standard SyteLine Purchase Order
Receiving functionality.

 Create Purchase Orders automatically

and cross reference the job.

 Track partial quantities for jobs

producing multiple items.

 Track job materials with lot quantities.

 Generate packing slips automatically, as
required, to include with shipments.

 Receive items back from a vendor.

 Produce various reports including ―Items

At Vendor‖ and ―Vendor To Be
Shipped‖.

Infor ERP SyteLine Functional Overview 60

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Request for Quote mailed, or posted on the Internet via the
Web add-on module.
Infor ERP SyteLine Request for Quote
(RFQ) module allows SyteLine users to  One-time vendor support — Supports
create and maintain within their SyteLine the use of vendors/suppliers that are not
system the RFQs they send to potential in the standard SyteLine Vendor Master
vendors and subcontractors. Users can for quoting purposes only. This will allow
record a variety of RFQ responses including a user to shop without creating a vendor
lead time, quote quantities, and price breaks until it is selected.
for each individual RFQ. Via an optional web
extension, vendors can update the RFQ  Multiple selection methods — Select
records via the Internet. RFQs are created a vendor/supplier based on multiple
and managed out of the standard Purchase selection methods, such as price, lead
Requisition function of SyteLine. time, or response time.

Using RFQ, a user can shop the purchase

request to all or a predefined set of vendors.
RFQ contains the complete flow from the SyteLine Request for Quote Web Access:
creation of the RFQ Header to the selection
of the winning Vendor. It helps streamline  Web access for vendors
the entire purchasing process, making it  Review of quote requests
more efficient and effective, helping  Update of quote requests with vendor
managers make decisions to optimize use of delivery & pricing
resources.  Feeds updates back to SyteLine RFQ

 Multiple price and quantity breaks —

Record pricing received from vendors or
suppliers based on up to 10 different
buckets for convenient evaluation and
comparison of cost advantages based
on variations to the RFQ.

 Predefined vendor sets — Determine

specifically which vendors or suppliers
will be given the option to submit a
quote based on the item or product code
that is being purchased. (For example:
One set of vendors may be used for
buying materials but another set may be Have the system automatically generate a
used for purchasing electronics.) list of vendors/suppliers to use based on the
standard SyteLine Vendor/Item Ranking, a
 Automatic vendor/supplier — Have past RFQ, or one of the Predefined Vendor
the system automatically generate a list Sets.
of vendors/suppliers to use based on
the standard SyteLine Vendor/Item
Ranking, a past RFQ, or one of the
Predefined Vendor Sets.

 Multiple quote distribution —

Generate quotes and send to vendors or
suppliers via email, fax, printed and

Infor ERP SyteLine Functional Overview 61

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Shipping & Logistics
 Give employees more flexibility —
For discrete manufacturers, today‘s Access the solution using a web
demanding business environment leaves no browser and view shipping schedules in
room for errors or inefficiencies. You need to real-time and easily verify orders to ship.
manufacture high-quality products with tight As needed, print labels and paperwork,
inventory management and super efficient including a bill of lading and export
production. But the need for excellence paperwork. Freight costs and tracking
doesn‘t stop once finished goods arrive at numbers are instantly captured and
your loading dock. On the contrary, shipping email notifications are sent
finished products to customers on time, at automatically. Employees also can
the lowest possible cost can contribute as leverage wireless/radio frequency (RF)
much to your overall success as producing technology to manage real-time
the right product at the right cost. As a warehouse and barcode scanning.
result, many discrete manufacturers are
seeking ways to streamline their supply and  Deliver new services to customers —
logistics processes to reduce costs and Respond to customer requirements for
improve customer service levels. special labeling, paperwork, and other
services. In addition, customers get the
To help discrete manufacturers meet the ability to track their shipments via a web
need for excellence in shipping and logistics, browser.
Infor ERP SyteLine Shipping & Logistics
provides enhanced shipping, warehouse,  Scale the solution to fit your needs —
and logistics capabilities. Infor ERP SyteLine Flexible and scalable packages
Shipping & Logistics helps accelerate and including:
simplify the picking, packing, and shipping
processes for engineer-to-order, configure- o Standard Shipping. Provides
to-order, and highly repetitive manufacturing workbenches for pick-pack-ship,
companies. UPS/FedEx integration, less
than truckload (LTL)/truckload
Infor ERP SyteLine Shipping & Logistics planning and paperwork,
features a modular design for easy documents, inventory staging,
installation without modifying your Infor ERP auto shipping, and web portal
SyteLine solution. Users get powerful new and web reports.
shipping tabs in key Infor ERP SyteLine o Advanced Shipping. Provides
screens to better manage shipping additional functionality for carrier
processes. Your customers get more selection, contents packing,
flexibility in tracking their shipments and export shipping and paperwork,
your company benefits from advanced lot/serial tracking, LTL contracts
capabilities for shipping the goods you and rating, freight quotes,
manufacture. load/route planning, transfer
order shipping, and
 Improve visibility — Visual workbench miscellaneous shipping.
that helps users quickly view shipments o Shipping, warehouse, and
by due date, priority, type of shipment, mobile. A complete shipping,
customer groups, or user-defined group. warehouse, and mobile solution
with additional capabilities for
 Automate shipping processes — using wireless/radio frequency
Reduce numerous manual steps by (RF) barcode scanning,
automating core shipping-related tasks inventory allocation, capable to
and reducing associated paperwork. ship services, and kitting.

Infor ERP SyteLine Functional Overview 62

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
  CAD BOM import
MASTER DATA
MANAGEMENT
Bills of Material

Infor ERP SyteLine supports the creation of

Bills of Materials for manufactured parts. A
Bill of Material (BOM) is the set of materials
needed to complete each of the operations.
The BOM can be multi-level, which means
one of the materials required for operation
xyz is a subassembly that has its own
routing and BOM.
You can create a new BOM by copying it
Changes to Bills of Materials are from another inventory item (which uses the
automatically captured at the time a Job is current routing and BOM), another job,
released. You can create a new BOM by estimate job, or a production schedule item
copying it from another inventory item or release.
(which uses the current routing and BOM),
another job, estimate job, or a production
schedule item or release.

 Create both the routing and Bill of

Material on one screen using
Engineering Workbench.

 Copy bills of materials from jobs, items,

estimates, or production schedules

 Assign fixed and variable overhead

rates to materials

 Maintain reference information (bubble

number, reference designator, assembly
sequence)
 Define alternate Bills of Materials

 Set Items to back flush

 Enter the percentage of scrap expected

for use with planning or purchasing

 Effectivity and obsolescence dates

 Phantom Items

 Where used

Infor ERP SyteLine Functional Overview 63

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Routings

Infor ERP SyteLine supports the creation of

routings for manufactured parts. A routing is
a group of operations, or steps which must
be performed to assemble an item. In
SyteLine, Routings must be created first and
Bills of Materials are linked to the
Operations where they are consumed.
You can create a new routing by copying it
Routings are used for the Planning, from another inventory item (which uses the
Scheduling, and Costing of manufactured current routing and BOM), another job,
items. Changes to Routings are estimate job, or a production schedule item
automatically captured at the time a Job is or release.
released. You can create a new routing by
copying it from another inventory item
(which uses the current routing and BOM),
another job, estimate job, or a production
schedule item or release.

 Create both the routing and Bill of

Material on one screen using
Engineering Workbench.

 Copy routings from jobs, items,

estimates, or production schedules

 Define your production standards —

pieces/hour, hours/piece, fixed hours

 Support of Outside Service routing steps

 Capture move, queue, setup, and finish

times

 Assign fixed and variable overhead

rates

 Unlimited Notes to operations

 Resource planning available

Infor ERP SyteLine Functional Overview 64

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Costing
The Cost Accounting features within Infor
ERP SyteLine support both actual costing
and standard costing, providing you with the
flexibility to choose the Cost Type and Cost
Method that works best for you.

Infor ERP SyteLine captures costs as

changes occur, ensuring up-to-date and
accurate costing. You can also link
purchases directly to existing work orders
through the Purchasing or Manufacturing Infor ERP SyteLine captures costs as
module, earmarking costs specific to the changes occur, ensuring up-to-date and
appropriate job. accurate costing.

Additionally, you can link work orders to

specific customer orders, which allows you
to know the true margin earned for each
customer order. Infor ERP SyteLine
automatically charges work order costs for
customer orders to the Cost of Goods Sold
upon shipment to the customer.

 Costs by Item or Item Warehouse

 Cost methods include Standard, Actual,

LIFO, FIFO and Lot Specific

 Update stockroom and WIP inventory

records in real-time automatically.

 Link POs to work orders to capture

costs for a job.

 Link work orders to customer orders to

measure true margins.

 Drive costs by Work Center and

Department

 Break out Job tracking and costing into

five cost buckets

 Create and post journals to the General

Ledger quickly and easily.

Infor ERP SyteLine Functional Overview 65

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Engineering Change Notices (ECN)

Use the Infor ERP SyteLine Engineering

Change Notices (ECN) form to control and
track revisions made to a Bill of Material or
to the routing of an item. The ECN process
is crucial in ensuring high quality, safety,
and consistency of products.

 Approvals of changes before it can be

used on Jobs or Estimates Use the Infor ERP SyteLine Engineering
Change Notices (ECN) form to control and
 Mass replace/delete track revisions made to a Bill of Material or
to the routing of an item.
 Enter a priority code to determine the
order in which you want to implement
the ECN

 Maintain reason codes

 Maintain distribution codes for who must

be notified of the ECN change

 Identify what needs to be changed

 Copy ECN functionality

 Revision Control

 Track ECN and revision history

 Maintain an audit trail of changes to the

ECN record throughout the change
process.

 Reporting that will allow you to see the

Jobs that are affected by ECNs

 Maintain a comprehensive audit trail of

changes to the Bill of Material and
routings

 Update part or document revision levels

automatically upon incorporating
changes.

Infor ERP SyteLine Functional Overview 66

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor Product Lifecycle Management mismatches to assessing the impact on
inventory, production, and sales, Infor PLM
Sharing critical business information across provides access to more information, deeper
the enterprise is essential for strategic validation, and better change control.
product lifecycle management (PLM). But Informed decisions, combined with
this requires organizing and managing data automated approvals and standard
from many disparate systems, then making integration to SyteLine, streamline the
that data easily accessible to those who process—without increasing risks or costs.
need it. Infor PLM helps leading
manufacturers capture, share, manage,  Vaulted document management
track, and store documents, tasks, and
product information in a central data  Document version control
repository. By making information more
accessible throughout the enterprise, PLM  BOM revision control
empowers these companies to work better
and faster, increasing operational efficiency.  Workflow collaboration

Everyone in your company will benefit from  Engineering change notices (ECN)
Infor PLM 8, from individual users, to
managers, and executives— spanning  ECN approval process workflows
purchasing, production, engineering,
customer service, senior management, and  Security by project, user profiles and
finance. At the user level, it prevents errors roles
by eliminating confusion about which version
of a document or design is the latest. At the  Drawing viewer
managerial level, it provides transparency
on the progress of projects, ensures  Design ―What-ifs‖
improved access to information and better
decision-making prevents delays, reduces  BOM Comparisons
costs, and boosts efficiency. The solution
also facilitates global collaboration and
 Optional CAD integrations
communication, as well as document
vaulting and change management.
 Vendor collaboration
Companies react more reliably and
profitably with streamlined and repeatable
business processes, accurate information,
and smarter decisions. Whether in PLM,
CAD, or ERP, you‘ll benefit from role-based
access to relevant, accurate PLM, quality,
and operational data. When combined with
integrated workflows and programs, you‘ll
better respond to bids and minimize time to
market for standard or configured products.

As time and cost pressures skyrocket, you

must consistently react with accurate costs,
better quality, and greater profitability. From
assessing the feasibility of initial requests to Infor PLM provides access to more
broad and deep validation of incoming CAD information, deeper validation, and better
files for identifying version or date change control.

Infor ERP SyteLine Functional Overview 67

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Doc-Trak
 Link documents in Infor ERP SyteLine
Doc-Trak by specifying the location of
The turbocharged pace of just-in-time the document in an ordinary web
manufacturing demands rapid, perfectly browser or file manager.
synchronized access to information. In a
world of information overload, paper  Take advantage of automated, rules-
documentation adds delays, confusion, and based attachments in SyteLine Doc-
errors to your work process. It also bloats Trak that can intelligently link your
your environmental footprint and raises the documents and folders.
costs of storing and managing paper
documentation. To further complicate
 Find any document instantly by letting
matters, it restricts the flexibility you need in
Doc-Trak automatically archive any form
your manufacturing process to stay
that you print on your network and link it
competitive. Worst of all, unnecessary
back to the point of origin in SyteLine.
paperwork robs you of the agility you need
to respond to rapidly changing business
conditions and seize new opportunities.
Document automation — Eliminate
duplicated effort and save time by letting
Infor™ ERP SyteLine represents the
Doc-Trak process documentation in the
culmination of decades of manufacturing
background while you perform normal
experience on the part of our global team of
functions in SyteLine.
experts. You get the benefit of their years of
manufacturing success in SyteLine, making
 Bundle or merge documents together
it the ideal solution for keeping your
with SyteLine forms, such as purchase
business agile, competitive, and responsive
orders or order verifications, to provide
to the rapidly evolving manufacturing
all documentation you need to ensure
marketplace. Doc-Trak adds the crucial
accuracy with your vendors and
information management connection that
customers.
your company needs to work effectively
every day.  Archive SyteLine forms and scanned
documents based upon your own rules
With Infor ERP SyteLine Doc-Trak, you get by document type that defines where
best-in-class document management that individual documents are stored on your
network and how they are named.
streamlines your office and manufacturing
operations, saves time, and eliminates the
annoyance of managing paperwork. You  Ensure document traceability when you,
can manage nearly any file type with Doc- your customers, or your suppliers
Trak and give everyone real-time access to require material certification document
the information they need to make better tracking throughout the use and
decisions. genealogy of materials.

Linking documents — You can waste less

time searching for documents by letting Doc- Integration with Infor ERP SyteLine
Trak link documents and other information Shop-Trak — Workers on your shop floor
directly to the point of use in SyteLine. When will have complete, real-time information
your documents electronically follow the flow about all assigned work when you integrate
of the related data — customer documents powerful document management capabilities
stay connected to customer information, with the unparalleled flexibility of Infor ERP
order documents stay connected to the SyteLine Shop-Trak manufacturing
order — you can stay focused on your execution software. They can instantly view
business and get more done. or print the documents they need to

Infor ERP SyteLine Functional Overview 68

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
complete their work without ever leaving
their workstation.

With drawings, schedules, quality

specifications, and manufacturing notes at
every shop employee‘s fingertips, Infor ERP
SyteLine Doc-Trak helps you create and
distribute paperwork faster. You‘ll also
prevent the confusion caused by having
employees work from outdated versions of
drawings or specifications.

You can manage nearly any file type with

Doc-Trak and give everyone real-time
access to the information they need to make
better decisions.

Infor ERP SyteLine Functional Overview 69

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine FASView (i.e., customer order line item maintenance,
job maintenance, job materials, purchase
order item) allowing the linkage to go
Infor ERP SyteLine FASView is a throughout the entire SyteLine system.
productivity tool that extends the value of
Infor SyteLine ERP in two ways:  View Attachments — From any
SyteLine screen using a standard Hot-
 By making it possible to view Key, a browser will appear that contains
external files from within SyteLine all of the documents that have been
attached either manually or through the
 By making it possible to send emails automated process. To view the
containing merged data from document, the user simply double-clicks
SyteLine fields from within the on the file name.
SyteLine user interface.

An unlimited number of Windows-supported

document files can be attached to any field,
wild-carded field or combination of fields
displayed on a SyteLine screen. Supported
file types include, but are not limited to,
Microsoft Word, Excel, PowerPoint, CAD
drawings, videos, html, etc.

FASView provides built-in flexibility to SyteLine FASView lets you view external
manually attach files or automate the files from within SyteLine.
process. The user can choose which
approach—or use a combination of the
two—to meet the needs of the business
environment and how the business
documents are organized. Having both
attachment options available allows the
organization to maintain a standard file
storage directory structure while at the same
time providing the end-user flexibility to
manually attach files as needed to support a
specific job function.

The real power of FASView is in automating

the file attachment process. Automated file
attachment links are set up via user-
definable naming conventions (i.e., ―co-
num‖) and a predefined directory structure.
Files may be stored anywhere on the
network or on any server accessible to the
network. This approach creates automatic
links between the attachment files and the
predefined SyteLine field name(s) thus
eliminating the need to manually attach each
document to each SyteLine screen. For
example, if a CAD drawing is linked to
―item,‖ the CAD drawing can be displayed
from any screen where ―item‖ is displayed

Infor ERP SyteLine Functional Overview 70

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Flex2D Visualization reduce errors in computation by using a
robust geometry engine to do the math, and
Infor ERP SyteLine Flex2D Visualization improve performance by using powerful
reduces order errors by providing real-time mathematical solvers built into the geometry
visual feedback of selected options. It also engine.
eliminates non-value-added time by
generating configuration-specific outputs for Parametric Flex2D template models used by
use by sales and manufacturing. the geometry engine are created with the 2D
sketching capabilities of the popular
Flex2D is a powerful geometry engine that AutoDesk Inventor™ or SolidWorks CAD
works with the SyteLine Configurator to system enhanced with a Flex2D plug-in.
dynamically generate dimensionally Using this innovative approach, existing
accurate 2D visuals. Outputs are produced drawings can often be turned into ―smart‖ 2D
in a variety of raster (e.g. JPG, GIF) and models in a matter of hours.
vector (e.g. SVG, EMF) formats that are
used as: The resulting models enable Flex2D to
automatically resolve constraints and
 2D model Images displayed during the dimensional relationships between
configuration process and in Channel geometric elements and perform complex
Sales quote screens. calculations necessary during configuration
to generate the images dynamically. This
 2D print Images used in printed results in reduced model design time, easy
documents such as bids, proposals, maintenance of complex logic in visual
product brochures, and reports. templates, optimal run-time performance.

 Annotated Drawings that are used in

submittals or as sales drawings.

 AutoCAD and CAD Files for inclusion by

engineers and designers in their own
CAD drawings.

Flex2D provides immediate confirmation that

a configured product looks exactly the way
the customer wants it to look. It can be run
interactively, as an integral part of the
configuration process, or after all
configuration selections are made. Flex2D provides immediate confirmation that
a configured product looks exactly the way
The Flex2D geometry engine can be queried the customer wants it to look.
for values it calculates based upon inputs
from the configurator. Key driving
dimensions are passed to the geometry
engine which resolves the constraints and
dimensional relationships to calculate the
values of derived dimensions.

The configurator can then use those values

in the configuration session. This capability
can be used to keep complex engineering
logic or math external to configuration rules,

Infor ERP SyteLine Functional Overview 71

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Document Management
 Decrease time and cost of assembling
Manufacturers are required to process and documents for audits.
store an ever-expanding quantity of paper
and information as compliance requirements  Decrease time and cost of managing
increase. Companies must find ways to compliance programs.
keep costs down, and respond quickly and
efficiently to market demands, in order to  Increase business and transactional
maintain competitive positioning. This volumes without adding staff.
process has become more difficult not only
because of the compliance issues, but also  Decrease Days Sales Outstanding
due to economic and competitive (DSO) by automating delivery of
challenges. invoices or past-due invoices.

Business-critical documents are increasingly Saving time and labor

governed by the practice of knowledge  Streamline business processes by
management, which advocates electronic— changing to a paperless, rules-based
rather than manual—document processing, workflow.
management, and retrieval. In order to
comply with knowledge management  Publish documents through a web portal
principles while processing and storing a to free up customer service
growing amount of information, enterprising representatives.
companies are utilizing new document
management technology.  Reallocate employees‘ time to revenue-
generating activities.
Infor ERP SyteLine Document Management
enables you to store all documents—  Manage internal documents through
including those relating to accounts payable, configurable queries.
human resources, customer or vendor sign-
offs, manufacturing specifications, and  Automatically import electronic
Material Safety Data Sheets—in one secure transactions, faxes, Electronic Data
database that has easy-to-use query and Interchange (EDI) messages,
look-up capabilities. Infor‘s configurable lockboxes, and more.
interface allows you to view images of
documents from any of the Document
 Leverage bar code and optical character
Management forms. Forward-thinking
recognition (OCR) technologies to
companies leverage Document
quickly file documents electronically.
Management to improve their business in
three significant ways:
Increasing responsiveness
 Research and resolve customer
Saving money
disputes from your desktop.
 Reduce costly labor expenses relating
to filing, retrieving, emailing, routing, and
 Review and approve accounts
searching for documents.
payable—comparing the purchase
order, invoice, and packing slip—from
 Eliminate costs associated with copying,
your desktop.
printing, and faxing documents.

 Improve productivity by validating data

against Document Management or
another database during scanning.

Infor ERP SyteLine Functional Overview 72

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor ERP SyteLine Document Management
enables you to store all documents—
including those relating to accounts payable,
human resources, customer or vendor sign-
offs, manufacturing specifications, and
Material Safety Data Sheets—in one secure
database that has easy-to-use query and
look-up capabilities.

Infor ERP SyteLine Functional Overview 73

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
FINANCIAL MANAGEMENT
 Bank reconciliation
General Ledger
 Obsolescence and effectivity dates on
GL accounts
Infor ERP SyteLine‘s General Ledger tracks
financial expenditures within the company  Built in Financial Report Writer
and generates financial statements and
reports for management, auditors, and
 Cash flow analysis
investors. The General Ledger is tied to
other parts of the system through the Chart
 External Financial Interface
of Accounts and the distribution journals. A
Chart of Accounts is easily created to control
 Currency conversions
how you want to report on your business.

Financial information collected during day-  Re-open closed years

to-day operations is posted frequently to
distribution journals. In addition to the  Security for out-of-period postings
distribution journals, there is a General
journal that you can use to hold closeout  Multi-Site Ledger Consolidation
and summary entries for year-end  Create your G/L reporting method
procedures. (monthly, 4-4-5,13 Period)

You can also create user-defined journals —

custom journals to store, retrieve, and track
entries specific to your business. Unit Codes
can be activated for each account in the
Chart of Accounts, to collect key
management data.

 Hierarchical General Ledger

 Define a Chart of Accounts that mirrors Infor ERP SyteLine’s General Ledger tracks
your enterprise structure. financial expenditures within the company
and generates financial statements and
 Statistical accounts reports for management, auditors, and
investors.
 Create recurring journals, reversal
journals, and automatic allocations
based on rules you specify.

 Account Class

 Export results of queries to Excel, ASCII

file, Clipboard

 Full G/L drill down to source documents

 Budgeting

 Multi-site journal entries

Infor ERP SyteLine Functional Overview 74

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Accounts Payable  Assign vendor accounts to specific A/P
accounts on the G/L.
Infor ERP SyteLine Accounts Payable brings
world-class functionality and control to your  Write checks ―on-the-fly‖ in support of
cash management system. With features immediate payment of invoices
that streamline and simplify the critical daily
tasks that make sound financial
management possible, SyteLine Accounts
Payable helps managers stay abreast of
critical cash positions to improve efficiency
and profitability.

Infor ERP SyteLine Account Payable's rich

connections to the entire suite of SyteLine‘s
modules will give your payables process full,
fast, and accurate financial and operational
information to help you make better
decisions and execute your business Create vouchers automatically through
strategy more effectively. POs/receipts matching.

 Centralized or decentralized A/P

payments

 Consolidate vouchers (one voucher for

multiple POs)

 Create recurring vouchers and specify

the frequency

 Create vouchers automatically through

POs/receipts matching

 Enter voucher prior to PO receipt

(Voucher pre-register)

 Vendor and voucher holds

 Remit-To vendors

 Vendor Debit Memos

 Electronic fund transfer payments with

remittance advice

 Multi-currency

 Payment processing
 Multi-lingual vendor paperwork

Infor ERP SyteLine Functional Overview 75

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Accounts Receivable
 Multi-currency
Other than inventory, no asset is typically
 Multi-lingual invoices, credit memos &
larger than your Accounts Receivable (AR).
statements
Infor ERP SyteLine‘s AR helps you become
more efficient, thus having a positive impact
on cash flow, reduction of bad debt, and  Generate A/R invoices automatically
improved customer relationships. from shipping activities

Infor ERP SyteLine‘s AR facilitates the  Assign customer accounts to specific

process of applying receipts, allows you to A/R accounts
view current account balances, and
improves the communication between your  Report customer prepayment and
billing, credit, and collection departments in automatically deduct the amount of the
real time. Payment information is tracked prepayment or credit from the invoice
instantaneously, allowing you to gather total.
statistical information about customer
payment history which helps to improve  Generate credit memos from returns
customer support and cash flow.
 Create credit memos for price
With Infor ERP SyteLine AR, you gain the adjustments, then apply them to open
accurate, real-time information you need to invoices
make immediate decisions about extending
credit limits, collections, and managing a key
component of your cash flow.

 Centralized or decentralized AR Cash

Receipts that automatically post to Bank
Reconciliations

 Consolidated Invoicing by period or SyteLine’s AR facilitates the process of

group of shipments applying receipts, allows you to view current
account balances, and improves the
 Multi-user Invoicing communication between your billing, credit,
and collection departments in real time.
 Credit management including customer
and order holds

 Progressive billing

 Support complex invoicing terms

 3 Tier Customers (Corp— Bill To, Sold

To(s), Ship To(s))

 Dunning letters

 Finance charges

 Letter of Credit support

Infor ERP SyteLine Functional Overview 76

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Fixed Assets

Full control over your entire asset picture —

from acquisition to retirement and
replacement planning — is crucial when it
comes to managing assets. Infor ERP
SyteLine Fixed Assets, a complete capital
asset information and management system,
gives your enterprise worry-free, boundary-
free control.

Infor ERP SyteLine Fixed Assets allows you Infor ERP SyteLine Fixed Assets allows you
to manage your assets through their entire to manage your assets through their entire
lifecycle. lifecycle.

 Cradle to grave asset management

 User-defined asset numbers

 Unlimited number of Asset classes

 Comprehensive Asset Definition

o Location
o Insurance
o Original PO and Invoice Number
o Serial and/or Model Number
o Manufacturer
o Costs

 Seven predefined depreciation methods

and allows additional, user-defined
depreciation methods to be added as
needed.

 Maintain multiple depreciation

schedules for each Fixed Asset.

 Interfaces to the General Ledger:

o Fixed Assets Disposal
o Fixed Assets Transfer
o Depreciation Posting (for BOOK
schedule only)
o Entering of a Fixed Asset
purchase

Infor ERP SyteLine Functional Overview 77

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Multi-Currency  Customer Orders defaulted in your
Infor ERP SyteLine Multi-Currency allows Customer‘s currency
you to buy and sell in foreign currencies.
Tracking of base (domestic) currencies as  Invoices defaulted to Customer‘s
well as extensive exchange rate tables, currency
reduce manual transactions. SyteLine
supports the following scenarios:  Converts Cash Receipts automatically

 Companies who process all transactions  Purchase Orders defaulted in your

for a month at a given exchange rate. At Vendor‘s currency
the end of each month (or the beginning
of the next month), the company  Print checks in the Vendor‘s currency
performs a revaluation of all foreign
currency translations.

 Companies who negotiate each foreign

currency transaction at a fixed rate
agreed with the customer/vendor.
Payments are at that fixed rate. When
using a fixed rate, specify that rate on
the Customer Orders or Purchase
Orders form's Amounts tab. (Running
the Currency Revaluation utilities will not
impact these entries.) Reduce manual transactions by tracking
base (domestic currencies) and maintaining
SyteLine also allows for a mix (using both extensive exchange rate tables.
the system exchange rate and orders with
fixed rates) of the previous methods
described above.

 Maintain Currency Rates and Tables

 Use either fixed or variable rates

 Euro conversion tools

 FASB52 compliance

 Recognition of currency exchange rate

gains or losses

 Maintain customer and vendor records

in the foreign currency but can quickly
be translated to your domestic currency

 Maintain general ledger in your

domestic currency

 Specify the currency used by the bank

for each of your accounts

Infor ERP SyteLine Functional Overview 78

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor Expense Management Expense Management includes four core
modules: Travel Plans, Reports, Payment
Requests, and Timesheets. Each module
Employee-initiated expenses can account features real-time policy notification, alerting
for a surprisingly large percentage of total employees to violations as they enter data
corporate spending. In challenging and allowing them to provide explanations or
economic times, companies that can‘t track, make corrections before submitting plans or
analyze, and control these expenditures are expenses; configurable workflow for alerting
missing an important opportunity for cost reviewers, obtaining necessary approvals,
savings. and then triggering events such as the
issuance of plane tickets or the
Consider, for example, the cost of reimbursement of expenses; and business
unnecessary travel, unauthorized intelligence tools to analyze the solution‘s
purchases, unused discounts and rebates, database and search for opportunities to
honest expense report errors, and under- transform spending into savings.
billed clients. Other hidden costs can include
the time and effort spent on administrative These applications work where you do—in
duties related to accounting for expenses your office, on the road, and around the
and payments, as well as outright fraud. globe. They support multiple languages and
Organizations that gain control over currencies, work with all international date
employee-initiated spending and automate and currency formats, and enable you to
expense-related processes can see apply rules and policies specific to
dramatic benefits to the bottom line. independent divisions or geographic
locations. Expense Management also
More than just an end-to-end travel expense accommodates country-specific per diem
management solution, Infor Expense rates, local taxation requirements, variable
Management enables employees to plan VAT rates, and mileage rates.
and expense business travel; request and
approve payment requests; capture time for Benefits include:
charging to projects and cost centers; and  Improve employee compliance with
calculate paid time off and overtime. These spending policies
integrated applications share a single,
intuitive interface, making them easy to  Lower administrative costs
learn, use, and maintain. With Expense
Management, the result is comprehensive
 Increase savings through effective
control over employee-initiated corporate
vendor negotiation and rebate usage
spending.
 Reduce unnecessary travel and
Infor Expense Management allows even
purchases
complex, multinational organizations to
automate expense-related business
processes and enforce policy compliance,  Reduce people needed to process
reducing associated administrative costs documents
and decreasing the opportunity for
accidental error and intentional fraud. With  Reduce manager time spent on
Expense Management, you can implement approvals
instantaneous global updates to policies and
processes to support continuous  Increase accuracy of time billed to
improvement, while simultaneously clients and paid time off due employees
managing local policies and statutory
requirements.  Higher amounts of foreign taxes
reclaimed

Infor ERP SyteLine Functional Overview 79

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 Increased efficiency through effective
domestic and nondomestic VAT
identification

 Reduced employee time spent on travel

planning, expense reporting, time
capture, and purchasing of goods and
services

Infor ERP SyteLine Functional Overview 80

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Tax Interface  Calculate taxes using the tax software
system and report them in SyteLine.
Infor ERP SyteLine Tax Interface performs
all aspects of the tax compliance process,  Calculate ―What-If‖ tax situations without
including billing, collections, remittance, and affecting posted transactions.
audit trail maintenance.
 Calculate taxes on a line-by-line level, if
Managing tax compliance across multiple needed.
countries, states, providences, cities and
counties can be a tedious and time  Include tax parameter and customer tax
consuming process. If compliance issues exemption maintenance.
are not managed properly, the results can
have serious repercussions. In addition to  Provide tax exemption reporting.
incorrect invoices, late payments and
disgruntled customers, the company may be  Interface directly with the tax systems‘
facing government fines and costly audits. geo-codes and sales tax APIs.
This can all be avoided.
 Customize to suit individual needs.
The SyteLine Tax Interface provides a
seamless interface between Infor ERP
SyteLine and tax management systems from
AvaTax, Taxware, Vertex, and Quantum.
These tax management systems and the
SyteLine Tax Interface work together to
streamline the sales tax compliance process
reducing administrative costs, improving
customer satisfaction and minimizing
compliance risks.

Calculate taxes on the following invoicing

functions:
 Customer Order Invoices

 Customer Order Credit Memos

 Customer Order Price Adjustment

Invoices

 Project Invoices

 SRO Invoices (FS-Plus)

 Service Contract Invoices (FS-Plus)

 A/R Invoices

 A/R Credit Memos

 A/R Debit Memos

Features and functions:

Infor ERP SyteLine Functional Overview 81

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
HUMAN CAPITAL
MANAGEMENT
Human Resources
Because employees can be a company's
most valuable asset, Infor ERP SyteLine
Human Resources (HR) provides a full
range of tools to help you track all aspects of
human resources. SyteLine HR maintains
vital data about applicants and employees
and provides numerous standardized
reports. The flexibility of Infor ERP SyteLine
Human Resources allows you to track as HR maintains vital data about applicants and
much or as little information as you require. employees and provides numerous
standardized reports.
Because of its dynamic interaction with Infor
ERP SyteLine Payroll, the shared data
between the two modules eliminates the
need for repetitive data entry, and ensures
consistency and accuracy.

 Record and track applicant

information, interview notes, and
results.

 ―Hire‖ an applicant to automatically

create an employee record

 Record and track employee

performance, education, salary,
attendance, seniority, and
grievances

 Report and track accidents and

workers‘ compensation claims

 Track Recruiting Programs such as

Application sources, Want Ad
Usage, and Want Ads

 Benefits Management

 Bar-coded employee badges

 Regulatory Requirements (I-9

Documents, EEO Classes, Ethnic
ID, Employment Eligibility)

Infor ERP SyteLine Functional Overview 82

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Payroll  Maintain a transaction history of the
activities against your company's
Infor ERP SyteLine Payroll automates the checking accounts through Bank
process of creating and maintaining Reconciliation
complete employee payroll records.
SyteLine Payroll supports all federal and  Payroll transactions automatically
state taxes and includes state-of-the-art posted to the Payroll Distribution Journal
functionality, such as direct deposit, 401(k) in the General Ledger
plans, electronic tax and wage garnishment
remittance using ACH or EFTPS payment
systems, magnetic media tax filing, and
sophisticated report sorting and timing
features.

Infor ERP SyteLine Payroll makes it so easy

to do yourself; you won‘t need to hire an
outside service.

 Manage Employee information (Hourly

or Salary, Shift ID, Deductions, Pay
Rates, Tax Codes, Union Dues, 401(k) Infor ERP SyteLine Payroll makes it so easy
to create and maintain employee payroll
 Manage Tax rate changes (federal, records, you won’t need to hire an outside
state, and local) firm.

 Flexible pay periods

 Direct deposit

 Retirement deductions

 Withholdings

 Worker's Compensation

 W-2 processing

 External Payroll Interface

 Vacation/Sick Leave Tracking

 Pay Types (Regular, Overtime, Double-

time)

 Print payroll checks, the check register,

and quarterly and year-end reports.

 Generate Pay from Manufacturing Labor

or Time & Attendance

Infor ERP SyteLine Functional Overview 83

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
PERFORMANCE  Home Tab displays links to forms and
activities useful for each Role
MANAGEMENT
 Charts—Hover your mouse pointer over
any of the columns to see the data value
Home Pages for that column

Infor ERP SyteLine Home Pages are role-  Alerts, Tasks, Inbox buttons— Red and
based home pages where we have identified green indicators
the specific daily tasks of specific career
positions in our customers‘ organizations  Navigator Tab includes pre-defined
and defined the exact collection of queries that equip each role with
information and actions that help you information to make informed business
accomplish that job effectively. We call each decisions
collection a home page, the set of actions
and data most closely associated with a  Tasks Tab includes Alerts, Tasks, and
specific, defined job in an organization, such Inbox
customer service, controller, or production
planner.  The Flow tab for each form contains a
business process flow including links to
Infor ERP SyteLine Home Pages gathers help topics and forms appropriate for
the information that‘s most relevant to your each form. Double-click labeled ovals to
responsibilities and puts it at your fingertips open help topics. Double-click squares
so that you can make rapid decisions and to open forms.
finish your daily work quickly and efficiently.
This information is specific not only to your
role in the organization, but also to the
industry in which you compete. You can
view and take action on the information from
a single location on your computer. That
way, you spend less time searching for
information and more time getting your job
done.

SyteLine Home Pages present the key

information for specific job functions, for
example Customer Service, to make it
easier to get your job done.

Infor ERP SyteLine Functional Overview 84

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine WorkBench Suite  Access ―role-based‖ critical numbers to
help user‘s measure metrics relevant to
their position, empowering self
WorkBench Suite for Infor ERP SyteLine regulation and performance
gives users a "home base" panel that improvements.
consolidates several role-related screens,
performance gauges, navigation shortcuts,  Consolidated screens and navigation
process flow guides, and advanced shortcuts save user‘s time and improve
search/report tools—all in one easy-access, productivity, leaving more customer
power location. attention.
 Process flow charts speed performance,
Providing employees with real-time
simplify training, and encourage
performance data empowers them to identify
compliance with best practices related
predictive trends, take preemptive actions,
to each function.
and respond quickly to critical issues
pertaining to their role, department, or
 Extended search capabilities save time
division.
by simplifying detailed research and
multi-level performance analysis.
WorkBenches are tailored around specific
company roles, from the C-level officer
monitoring company-wide KPIs for long-  Dynamic DataViews allow users to
range strategic planning, to the billing analyze data in detail and write reports
manager striving to expedite invoicing and with real-time, drill down capabilities for
maintain steady cash flow. WorkBenches confident strategic planning.
provide quick, timesaving access to data
(and supporting layers of related data), Easy-to-use Report Writer requires no
increase productivity, provide valuable role- technical skills to create custom reports,
related feedback, and support each minimizing reliance on IT support.
employee‘s problem-solving efforts.

WorkBenches gives users colorful, highly

visible gauges so key performance
indicators and influencers can be easily
monitored as needed, whether it is minute-
by-minute, hourly, daily, or weekly. The
performance indicators are tied to the live,
integrated SyteLine database, rather than a
static snapshot, and provide right-click
access to multiple layers of influencing WorkBenches gives users colorful, highly
specifics behind the numbers. visible gauges so key performance
indicators and influencers can be easily
 Monitor the easy-to-read gauges monitored as needed, whether it is minute-
continuously for critical information, by-minute, hourly, daily, or weekly.
providing the ability to project outcomes
and take appropriate preemptive
actions.

 Identify influencing factors and avoid

potential delays before they escalate
and affect the bottom line.

Infor ERP SyteLine Functional Overview 85

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Business Intelligence eliminating the need to know the database
structure or syntax.
Challenged by changing markets and
competitive pressures, manufacturers need  Delivered with a standard set of
the power to sift through, understand, and business analysis drill downs to
leverage the business opportunities SyteLine
concealed within their vast wealth of
business data.  Graphical data analysis and drill down

Infor ERP SyteLine Business Intelligence is  EIS tool that lets you look at, and
an interactive, graphical data access and analyze data relationships across
analysis solution that provides flexible, multiple databases
multidimensional views of business and
operations data.  Allows both integrated graphical and
spreadsheet multidimensional analysis
Infor ERP SyteLine Business Intelligence  Analyze buying patterns, customer
includes a complete set of standard behavior, spot strategic trends in
manufacturing and financial analysis cubes, product mix or cost structure, with
based on the business measures that are customized graphical reporting
most critical to manufacturers. Infor ERP
SyteLine Business Intelligence uses the
information contained in these cubes to
create three-dimensional graphical
summaries for at-a-glance trends and
exceptions.

Infor ERP SyteLine Business Intelligence

with web access makes multidimensional
data deployment and ongoing administration
easy through centralized, server-based
processing. Users explore information with a
browser so there is no client software to
deploy or manage. Because the software
runs in a pure HTML environment,
manufacturers have full administrative Infor ERP SyteLine Business Intelligence’s
control over user access and security. All information catalog defines critical business
processing occurs on the server, which knowledge and data-access rules—
generates Web pages containing HTML, transforming data into easily usable,
JavaScript coding, and GIF graphics for instantly accessible information.
display in the browser.

Infor ERP SyteLine Business Intelligence‘s

information catalog defines critical business
knowledge and data-access rules—
transforming data into easily usable,
instantly accessible information. This
intuitive catalog is designed to map ERP
data to your own business functions, using
familiar manufacturing terminology. Your
questions can be asked in business terms,

Infor ERP SyteLine Functional Overview 86

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Financial Reporting PM10 charts, bar charts, and line graphs—and
receive early-warning alerts when results
The speed, complexity, and global nature of deviate from expected performance.
today's business environment present Compare actual figures against budgets and
challenges for even the best-managed forecasts, drill down into details, evaluate
organizations. To adapt to this constantly trends, and see the results of currency
changing environment, you need broad, fluctuations.
deep access to critical information in real
time. You need cross-departmental,  Extends SyteLine‘s financial reporting
integrated views of operational and financial capabilities
drivers and results to support company-wide
collaboration, so you can harness the best  Presentation quality financial reports.
thinking possible no matter where in the
company or the world it originates. You must  Embedded accounting intelligence with
also gain firm control over your financial data integrity.
reporting and disclosure processes to
provide more information—faster—to satisfy  Drilldown from report to transaction
the requirements of regulators, detail.
shareholders, and other stakeholders.
 Flexible reporting hierarchies.
Delivering better information on demand to
more — and more types of — business  Consolidate multiple
people presents serious challenges. To do companies/accounts/calendars.
so, you need the ability to leverage and  Currency translation and reporting
extend existing technology investments. You capability embedded in PM10
must integrate data sources in a way that is supporting IFRS, FASB52, and US
transparent to system users and present GAAP.
data in a way that supports decision making.
Plus, you need to know that the technology  Import and export spreadsheet data.
you choose today won't be obsolete
tomorrow.  Electronic distribution options: e-mail &
Web
Companies of all sizes around the globe rely
on Infor PM to better monitor, measure, and  Easy to learn and also to create and
manage their business. With Infor PM, you maintain reports.
can streamline and improve the
effectiveness of your strategic management,
 Overall ease of use and flexibility.
planning and budgeting, forecasting,
financial consolidation, and financial
 Created by accountants for accountants.
reporting processes with Infor PM. Plus, you
gain the ability to monitor key business-
specific performance indicators to support  Customized graphical reporting.
effective decision making.

With SyteLine Financial Reporting you are

able to automate the generation, formatting,
and distribution of book-quality financial
statements and management reports.
Present data in the most useful format—
dashboards, scorecards, spreadsheets,
color-coded tables, bubble charts, pie

Infor ERP SyteLine Functional Overview 87

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Present data in the most useful format—
dashboards, scorecards, spreadsheets,
color-coded tables, bubble charts, pie
charts, bar charts, and line graphs—and
receive early-warning alerts when results
deviate from expected performance.

Infor ERP SyteLine Functional Overview 88

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine Integral Enterprise Viewer  Extract data outputs to e-mail, Excel,
PDF, other file formats, and printer
report options.
Infor ERP SyteLine Integral Enterprise
Viewer (IEV) is an Enterprise Data Access  Built-in inquiries for SyteLine, APS,
too allowing your company to access, and CRM, and other SyteLine solutions.
use, all of its data—no matter where or what
format it resides in. You can combine
 Create, personalize, and drill down into
different data stores together under one
any data source and save inquiries for
roof— empowering all of your users to
quick retrieval.
visualize critical decision-making data.
 Easy to use and users can learn the IEV
SyteLine IEV builds on this basic premise by
and begin to use it in just minutes.
offering reporting services – many common
reporting output types are supported (such
as PDF, Excel, Crystal Reports, XML,  Used by executive managers, end-
HTML, etc.) in addition to its own internal users, power-users, system
administrators and developers.
multi-level graphical reporting output.

SyteLine IEV is also a fast and easy way for

any user in your company to query data—
across sites, database technologies, and
other common boundaries. You can
optionally cache this information to off-load
slow network connections or legacy data
stores.

Finally, IEV is also an efficient and secure

way to create web-based dashboards.
Whether you want to graph important
financial metrics on your company‘s intranet
site in SharePoint, integrate additional Whether you want to graph important
customer-related data into CRM, or provide financial metrics on your company’s intranet
a portal dashboard for your vendors, IEV site in SharePoint, integrate additional
can do it with a few clicks. customer-related data into CRM, or provide
a portal dashboard for your vendors, IEV
 Powerful end-user reporting and viewing can do it with a few clicks.
tools.

 Inquire, view, report, navigate, and

export on any SyteLine data and any
data in other OLE DB databases in your
enterprise.

 Provides access to data locally or

across the World Wide Web, in single or
multi-site environments.

 Use IEV to call other applications and

serve as a system integration tool.

Infor ERP SyteLine Functional Overview 89

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SERVICES MANAGEMENT downtimes, extend the lifecycle of
equipment, and maximize warranty cost
savings.
SyteLine Field Service Plus
 Service contracts - Track and manage
An efficient service department improves service level agreements with maximum
your company‘s performance and efficiency. Visibility into the contract
productivity. A streamlined service process details, unit, and service history
helps you deliver error-free responses to improves decision making and creates
customer inquiries and quick completion of opportunities to up sell or extend service
work orders. You‘ll achieve an even higher agreements.
level of performance when you schedule
and dispatch field technicians efficiently,  Depot repair - Manage product returns
provide them with access to accurate for repair, refurbishment, or shipment to
historical data, and make sure they have the a third party vendor.
appropriate parts and tools on hand. With
higher resolution rates and a shorter order-  Service History - Access complete
to-cash cycle, you‘ll enjoy higher profits and historical data, including customer
greater customer loyalty. profile, unit description, contract status,
and service history.
With exceptional flexibility and ease of use,
Infor ERP SyteLine Field Service Plus is the  Analytics - Integrated data, total
ideal solution for nearly every field service visibility, and accurate tracking make it
requirement through the full spectrum of the easy to analyze data down to the detail
service lifecycle. This robust service level. Flexible reporting aids in decision
management solution meets the specific making, planning, and providing
needs of companies that manufacture, engineering with valuable information
install, or service complex products. Its needed to adapt product or part
powerful features include: designs.

 Contact center - Give your call center Field Service Plus also supports multiple
easy access to detailed data for fast languages and currencies, and has the
response to inquiries and work order ability to support local regulations. Its
creation. flexibility means it can grow to meet your
 Work orders - Track and manage work expanding needs.
orders for faster completion of service
requests, more accurate billing, and When you streamline your field service
greater customer satisfaction. process with the full range and power of
Infor ERP SyteLine Field Service Plus, your
 Scheduling and dispatch - Gain customers get better service faster and you
visibility into each technician‘s schedule, will enjoy greater efficiency and productivity.
route, certification level, and experience Improved first-call resolution rates and error-
with Field Service Plus, so that you can free billing will boost long-term customer
match the right technician with the right loyalty and will give you a unique
job. You‘ll also increase resolution rates competitive advantage. With a streamlined
and minimize the cost of non-essential service lifecycle and a condensed call-to-
trips back to the warehouse. cash cycle, you‘ll be positioned for maximum
profit opportunities.
 Plant maintenance - Schedule
preventative maintenance for internal
assets in order to prevent unexpected

Infor ERP SyteLine Functional Overview 90

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Gain visibility into each technician’s
schedule, route, certification level, and
experience with Infor ERP SyteLine Field
Service Plus, so that you can match the right
technician with the right job.

Infor ERP SyteLine Functional Overview 91

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine SM-Plus Mobile Service resolution rate as some of their key
Management performance indicators (KPIs) and look for
ways to drive greater efficiencies with the
wealth of data provided by mobile solutions.
Infor ERP SyteLine SM-Plus Mobile Service SM-Plus Mobile provides accurate and near
Management helps companies outfit their real- time information, enabling field
technicians with mobile devices, such as technicians, back-office users, and
hand-held wireless devices and laptops. As executives to make informed decisions.
a delivery mechanism, it bridges the costly
gap between the field and the back office,  Device compatibility — Empower your
improves operating efficiencies, and leads to workforce through the use of mobile
increased corporate wealth and stakeholder devices, such as Microsoft Pocket PC-
value. based handhelds or Windows-based
notebook computers.
Customers expect faster and more efficient
service order resolution. Faster response  Information Access — Field
times and more first-call resolutions are the technicians can easily access
building blocks of increased field technician customers, incidents, units, and service
productivity. When field technicians have orders.
access to information concerning parts
inventory, unit history, and repair  Transaction Processing — Field
instructions, there is a fundamental shift in technicians can process transactions for
productivity gains. Online or even labor, materials, and expenses
synchronized access of information associated with a Service Request
minimizes service order documentation and Order (SRO).
operational delays normally experienced
with a manual process. SM-Plus Mobile  Real-time lookups — With a wireless
minimizes the time spent on service order connection, technicians can access real-
resolution and billing processes, improving time data, such as inventory availability.
overall operational efficiencies throughout
the service delivery life cycle.
 Industrial environments — For
technicians working in high-impact or
SM-Plus Mobile acts as a delivery
industrial applications, industrial grade
mechanism especially designed for mobile
―ruggedized‖ devices can be used.
field service organizations that rely on a
steady flow of incoming and outgoing data.
 Selective synchronization —
Field technicians require access to centrally
Technicians can take with them to the
stored customer, inventory, service order,
job site only the information they need
scheduling, and resolution data. A
and synchronize when a wireless
competitive advantage is gained by
connection is available.
seamless integration between field
technicians and back-office customer
service, service logistics, inventory, and  GPS tracking — Technicians that have
accounting systems. SM-Plus Mobile helps mobile devices equipped with GPS can
organizations speed response time, transmit their coordinate information to
complete more service orders per day and the back office. The information is useful
provide superior customer service. to a scheduling manager or dispatch
which needs track the partners last
World-class service firms use resource known location for route optimization
productivity (i.e. service orders completed and chart historical locations for a given
per day/per technician), service response day.
time, customer satisfaction, and first-time

Infor ERP SyteLine Functional Overview 92

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
 Remote purchasing — Streamlines the
process of technicians acquiring
material required to complete a work
order,

 Forms designer tool — Standard

forms can be modified and new forms
can be created to personalize forms to
each unique business process.

SM-Plus Mobile acts as a delivery

mechanism especially designed for mobile
field service organizations that rely on a
steady flow of incoming and outgoing data.

Infor ERP SyteLine Functional Overview 93

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
SyteLine RMx RMA Extension

Infor ERP SyteLine RMx Return of Materials

extends the functionality of the standard
SyteLine RMA module through improved
management of the disposition process,
including return to vendor processing, as
well as providing direct integration to FS-
Plus Service Management. The disposition
process is the means by which users
evaluate/test/inspect the return to determine
the appropriate next step. Items and
materials can be tagged as scrap, rework,
return to inventory, or return to vendor (for
credit, exchange, or warranty repair).

Seamless integration with FS-Plus allows

users to efficiently manage the return
material authorization process automatically
from within FS-Plus as well as handle
―Rework‖, ―Advanced Exchange‖ and other
related service procedures.

RMA Disposition Maintenance is the main

screen used to enter disposition codes, item
descriptions, and quantities returned,
received, or dispositioned.

The Vendor Processing screen is used to

process the return. Users can keep track of
RMA numbers, line and item numbers, and
quantities returned.

Infor ERP SyteLine Functional Overview 94

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
EDUCATION & TRAINING
Pre-built content for ERP SyteLine:

Infor EPAK for SyteLine  Getting Started

o User Interface
Getting and keeping employees trained on
all your business processes and systems is  Accounting
no easy task. Like most companies in the o Accounts Payable
current economy, you‘re trying to do more o Accounts Receivable
with less—and the pressure on your o General Ledger
employees to get things right, the first time is
greater than ever. Add in new regulations  CRM
that force you to adhere to strict compliance o Marketing
standards, and the need to document and o Sales
capture critical business processes o Contact Management
becomes even more critical. o Order Management

The Infor Enterprise Performance  Customer Service

Accelerator Kit (EPAK) can help you meet o Customer Order Entry
these challenges, so you reduce costs and o Advanced Order Entry
errors and recognize ROI more quickly. o RMA

EPAK is a collaborative content  Engineering

development platform that drives end-user o BOM/ECN
and project team productivity throughout all
phases of the software ownership lifecycle.  IT
EPAK pre-built application specific content o Crystal Reports
provides significant additional benefit o Forms Personalization
beyond the EPAK Developer for o System Administration
organizations deploying Infor‘s applications.
 Materials
Key to the value of EPAK application o Purchasing
specific content is that it is authored in tight o Inventory
collaboration with the consultants in the field o Transfer Orders
that are implementing these applications
every day, thus creating content which  Production
accurately reflects industry best practices o Role
with detailed conceptual information. o Job Shop Manufacturing
o MRP
o APS
o Scheduling

 Projects

 Outlook Integration

Infor ERP SyteLine Functional Overview 95

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
Infor KnowledgeZone  Get help and cross-train long after the
official training is over
For nearly a decade Infor‘s SyteLine
customers have turned to the In addition, may IT departments use the
KnowledgeZone to help with their training KnowledgeZone to offload routine training
requirements in: questions users need answers to while on
the job.
 Implementation
It is often unrealistic to send people to one
 Migration to new software class and expect them to be trained.
Training takes time and repetition.
 Upgrading to new versions Furthermore, attending a whole-day or multi-
day class might not only be inefficient, but
 Employee turnover also unfeasible. The KnowledgeZone
provides training that is:
 Cross-training and retiring
 Available round-the-clock
 Expanded use of software
 Requires zero travel
A KnowledgeZone subscription gives your
people unlimited access to ALL our training  Delivered in a variety of formats
materials and classes for all versions of your
product for a full year. This includes a wealth  Broken into segments so you can focus
of instructor-led and self-study training on only the portion you need.
material:

 Training guides

 Online recorded classes

 Live instructor-led online classes

Your users can download all the training

guides, attend all instructor-led classes, and
take all the on-line recorded courses as
often as they wish, 24x7, for the duration of
the subscription. The subscription includes
all existing and forthcoming materials and
courses.

KnowledgeZone helps your project team

members, daily end users, and super-users:

 Preview the software

 Prepare for on-site consulting or training

events

 Remember and expand on what they‘ve

learned

Infor ERP SyteLine Functional Overview 96

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.
There is a better way.

At Infor, we work with a core belief. We

believe in the customer. We believe that the
customer is seeking a better, more
collaborative relationship with its business
software provider. And a new breed of
business software: created for evolution, not
revolution. Software that‘s simple to buy,
easy to deploy, and convenient to manage.
Our 70,000 customers in more than 100
countries stand with us. We look forward to
your sharing in the results of our belief.
There is a better way. For additional
information, visit www.infor.com.

Disclaimer
This document reflects the direction Infor may take with
regard to the specific product(s) described in this
document, all of which is subject to change by Infor in
its sole discretion, with or without notice to you. This Infor Corporate Headquarters
document is not a commitment to you in any way and 13560 Morris Road Suite 4100
you should not rely on this document or any of its Alpharetta, Georgia 30004
content in making any decision. Infor is not committing
to develop or deliver any specified enhancement, USA
upgrade, product or functionality, even if such is Phone: +1(800) 260 2640
described in this document.
www.infor.com

Infor ERP SyteLine Functional Overview 97

Infor is in no way committing to the development or delivery of any specified enhancement,
upgrade, product or functionality. See ―disclaimer‖ paragraph contained herein.