INF
★★ moderateInfor CloudSuite Sales
Infor CloudSuite confirms 19 of the 37 sales capabilities we track, with a further 10 partially covered. Its deepest coverage is in Pricing & Revenue; it is thinnest on Industry-Specific Sales.
Infor CloudSuite provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 19of 37
- Capabilities confirmed
- 369
- Documented features
- Pricing & Revenue
- Strongest area
- Industry-Specific Sales
- Thinnest area
Capability coverage19 of 37 confirmed
How Infor CloudSuite scores against the 37 sales capabilities we track across every ERP in our catalogue.
- Pricing & Revenue6 of 7
- Post-Sale3 of 6
- Order Processing4 of 7
- Customer Management4 of 7
- Industry-Specific Sales2 of 10
Confirmed (19)Partial (10)Not documented (8)
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Infor CloudSuite lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
What’s in it369 documented capabilities
The sales scope Infor CloudSuite ships, grouped as the product itself organises it.
Setting Up New Customers7
Establishes and maintains customer master records, including multi-site customer and ship-to data, province/state codes, sales-contact assignments, and balance corrections.
Highlights
- Customer Orders OverviewExplains how a customer order gets created or updated any time a client asks for goods or services.
- Maintaining Customers from a Master SiteLets administrators maintain customer records for multiple intranet sites from one master site while each site keeps local control.
- Maintaining Multi-Site Customer Ship-TosManages ship-to customers and addresses across multiple sites on a shared intranet.
- About Province/State CodesDefines the codes used to identify a province or state on forms throughout the system.
- Assigning a Sales Contact to a Ship To AddressLinks a sales contact to a specific customer ship-to record for reference and interaction tracking.
All 6 capabilities
- Customer Orders OverviewExplains how a customer order gets created or updated any time a client asks for goods or services.
- Maintaining Customers from a Master SiteLets administrators maintain customer records for multiple intranet sites from one master site while each site keeps local control.
- Maintaining Multi-Site Customer Ship-TosManages ship-to customers and addresses across multiple sites on a shared intranet.
- About Province/State CodesDefines the codes used to identify a province or state on forms throughout the system.
- Assigning a Sales Contact to a Ship To AddressLinks a sales contact to a specific customer ship-to record for reference and interaction tracking.
- Rebalancing Customer BalancesRecalculates a customer's outstanding and posted balance totals, rebuilding them from current order figures.
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Build my requirements →Managing Inventory6
Groups the tools for setting up and maintaining stock records, including non-inventory items, warehouses, units of measure, lot and serial tracking, portal catalogs, cycle counts, and physical inventory counts.
Highlights
- About Portal CatalogsCreates targeted subsets of items, called portal catalogs, so individual customer or reseller portal users see only the products relevant to them.
- Setting Up Portal CatalogsBuilds a portal catalog on top of items and categories already configured for the portal.
- Activating Portal CatalogsMakes one or more completed portal catalogs available for use on the portal.
- Rebuilding Portal CatalogsRefreshes a portal catalog after back-office item information changes so the catalog reflects the update.
- Copying a Portal CatalogDuplicates a catalog that is already planned or live into a brand-new or existing catalog record.
All 6 capabilities
- About Portal CatalogsCreates targeted subsets of items, called portal catalogs, so individual customer or reseller portal users see only the products relevant to them.
- Setting Up Portal CatalogsBuilds a portal catalog on top of items and categories already configured for the portal.
- Activating Portal CatalogsMakes one or more completed portal catalogs available for use on the portal.
- Rebuilding Portal CatalogsRefreshes a portal catalog after back-office item information changes so the catalog reflects the update.
- Copying a Portal CatalogDuplicates a catalog that is already planned or live into a brand-new or existing catalog record.
- Removing a Portal CatalogDeletes a portal catalog that is no longer needed, provided it is not still referenced by a customer, customer type, or portal parameter.
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Build my requirements →Vendor Information4
Covers maintaining vendor master records, including multi-currency settings, multi-site data, interaction logging, payment holds, and DAS2 reporting types.
Capabilities
- Working with Demand and Source Vendor Site PO-CO AutomationCovers automatically syncing purchase and customer orders between paired demand and source vendor sites that share financial data entry.
- About Demand and Source Vendor Site PO-CO AutomationReduces duplicate data entry and sync errors between paired vendor sites that buy from and sell to each other.
- Using Demand and Source Vendor Site PO-CO AutomationAutomates PO and CO synchronization between intranet sites that share the preassigned lot table.
- Unlinking a Source Vendor SiteRemoves the link between a purchase order and its source vendor site, unless the order's lines have already been processed.
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Build my requirements →Estimating and Quoting7
Supports creating customer estimates and estimate lines, linking them to purchase requisitions or jobs, and adjusting projected costs before they become firm orders.
Highlights
- Estimating StepsLays out the sequence used to produce an estimate for a customer order or job order.
- Creating a Cross Reference to a Purchase Order RequisitionLinks an estimate line to a purchase order requisition so the two records stay connected.
- Creating an EstimateWalks through entering a new estimate record, including its default number and header details.
- Creating an Estimate LineCovers adding line items to an estimate through either the classic or newer entry form.
- Cross-Referencing an Estimate to an Estimate JobConnects an estimate line to an estimate job order so the estimate can later become an actual order and job.
All 6 capabilities
- Estimating StepsLays out the sequence used to produce an estimate for a customer order or job order.
- Creating a Cross Reference to a Purchase Order RequisitionLinks an estimate line to a purchase order requisition so the two records stay connected.
- Creating an EstimateWalks through entering a new estimate record, including its default number and header details.
- Creating an Estimate LineCovers adding line items to an estimate through either the classic or newer entry form.
- Cross-Referencing an Estimate to an Estimate JobConnects an estimate line to an estimate job order so the estimate can later become an actual order and job.
- Using the Estimation WorksheetDisplays estimate jobs tied to existing estimate order lines and lets users adjust projected production costs.
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Build my requirements →Managing Customer Orders31
Covers day-to-day order administration: shipment approvals, non-inventory item costing, billing terms, interaction logging, due-date corrections, price adjustments, reservations, progressive billing, supply pegging, and customer interactions.
Highlights
- About Approving Customer ShipmentsLets a company require sign-off before customer shipments are released.
- About Customer Order Entry Non-Inventory ItemsFor non-inventory items, just the COGS material account is charged, based on the cost entered on that order line.
- Determining the Cost of Goods Material AccountDescribes the lookup sequence used to determine which COGS material account applies to a transaction.
- About Multiple Due Date Billing TermsLets a company define terms codes so customers can pay an invoice in installments across several due dates.
- Attaching Files to Emails Sent from Interaction FormsAllows files to be attached to emails sent from customer, prospect, vendor, and sales-contact interaction forms.
All 30 capabilities
- About Approving Customer ShipmentsLets a company require sign-off before customer shipments are released.
- About Customer Order Entry Non-Inventory ItemsFor non-inventory items, just the COGS material account is charged, based on the cost entered on that order line.
- Determining the Cost of Goods Material AccountDescribes the lookup sequence used to determine which COGS material account applies to a transaction.
- About Multiple Due Date Billing TermsLets a company define terms codes so customers can pay an invoice in installments across several due dates.
- Attaching Files to Emails Sent from Interaction FormsAllows files to be attached to emails sent from customer, prospect, vendor, and sales-contact interaction forms.
- Automatically Changing Invalid Customer Order Due DatesCorrects order dates that fall on days when no staff are available to ship or receive items, manually or automatically.
- Price Adjustment InvoicesCovers creating invoices that adjust the discount or unit price of order lines that were already invoiced.
- About Price Adjustment InvoicesExplains how adjustment invoices capture changes to the discount or unit price on order lines that were already billed.
- Creating a Price Adjustment InvoiceWalks through generating a price adjustment invoice, noting that entered data stays temporary until the invoice prints and posts.
- Reserved InventoryCovers reserving on-hand inventory for a customer order or order line and how reserved stock is applied during shipment.
- About Reserving Inventory for an OrderLists the conditions, including an item's reservable setting, that must be met before inventory can be reserved for an order.
- Reserving Inventory for an OrderSteps through reserving inventory for an entire customer order once the header and lines are saved.
- Reserving Inventory for an Order LineSteps through reserving inventory for a single order line marked as reservable.
- Shipping an Order with Reserved InventoryConsumes reserved inventory, including reserved serial numbers, before non-reserved stock during shipment.
- Progressive BillingCovers partial billing of customer orders across multiple invoices, including generation, reversal, and printing.
- About Progressive BillingDefines progressive billing as a partial billing method for orders that do not include tax in their price.
- Crediting or Reversing a Progressive BillWalks through reversing a previously issued progressive invoice by adding an offsetting entry.
- Printing a Progressive BillCovers printing a progressive bill according to the invoicing method chosen for the order.
- Generating a Progressive Billing - Method 1Generates a percentage-based progressive bill by selecting an order and an invoice flag option.
- Generating a Progressive Billing - Method 2Generates a progressive bill using an alternate set of invoice flag options for a selected order.
- Pegging Demands to SuppliesCovers hard-pegging demand orders, such as estimates, customer orders, jobs, transfers, and projects, to their supply sources.
- Cross-Referencing Demands to SuppliesExplains the ways demand orders can be hard-pegged directly to specific supply sources.
- Cross-Referencing Blanket Releases and Order ShippingDescribes how a blanket release's cross-reference method affects the quantity shown for shipping.
- Cross-Referencing a Customer Order to a Job OrderLinks a customer order line to a job order to support job-packet lookups and order status checks.
- Cross-Referencing a Customer Order to a ProjectLinks a customer order line to a project task and reserves the resulting supply for that order.
- Cross-Referencing a Customer Order to a Transfer OrderLinks a customer order line at the receiving site to its corresponding transfer order line.
- Cross-Referencing a Customer Order to a Purchase OrderLinks a customer order line to a purchase order line and reserves the resulting supply for that order.
- Customer InteractionsCovers logging communications with customers and replying to them directly from interaction records.
- Logging Customer InteractionsRecords and tracks communications with customers, capturing the date, time, and relevant contact details.
- Replying to an Incoming Customer InteractionLets a user reply directly to a logged customer communication from within its interaction record.
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Build my requirements →Performance Obligation Events3
Covers creating and processing milestone events, including performance obligation thresholds tied to revenue recognition.
Capabilities
- Creating and Processing Project Milestone EventsCreates and manages notifications for project, task-completion, and performance obligation milestone events.
- How Performance Obligation Event Thresholds and Amounts are ProcessedShows how different performance-obligation event settings drive the calculated threshold and milestone amount values.
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Build my requirements →Contracts30
Covers setting up, creating, invoicing, and amortizing service contracts, including rental agreements and coverage-time calculations.
Highlights
- Using Contracts to Track Maintenance Agreements for CustomersAttaches a service contract to a customer's maintenance agreement so it can be tracked over time.
- Using Contracts to Generate Service OrdersGenerates a service order directly from an existing service contract.
- Setting Up the System for ContractsCovers configuring contract status codes, service types, and end-user types before contracts can be created.
- Setting Up Contract Status CodesDefines status codes and descriptions used to track the state of a service contract.
- Setting Up Service TypesDefines codes representing the different types of service contracts a company offers.
All 29 capabilities
- Using Contracts to Track Maintenance Agreements for CustomersAttaches a service contract to a customer's maintenance agreement so it can be tracked over time.
- Using Contracts to Generate Service OrdersGenerates a service order directly from an existing service contract.
- Setting Up the System for ContractsCovers configuring contract status codes, service types, and end-user types before contracts can be created.
- Setting Up Contract Status CodesDefines status codes and descriptions used to track the state of a service contract.
- Setting Up Service TypesDefines codes representing the different types of service contracts a company offers.
- Using End User TypesDescribes how end-user types are used to classify service contracts.
- Adding and Maintaining ContractsCovers creating fixed and calculated maintenance contracts and contract lines, and analyzing contract profitability and renewals.
- Adding a ContractCreates a new service contract, including its code and header details.
- Adding Contract LinesAdds the line record required for every item placed on a service contract.
- Creating a Fixed ContractConfigures a yearly service contract billed at one fixed amount.
- Creating a Calculated Maintenance ContractConfigures a yearly maintenance contract that bills a separate calculated amount for each line.
- Determining if a Contract is ProfitableCompares total amount invoiced against servicing cost to show whether a contract is profitable.
- Running the Service Contract Renewal Listing ReportLists contracts up for renewal, filtered by billing frequency and display options.
- Invoicing a Service ContractCovers identifying contracts ready to invoice, running the invoicing process, and printing multi-lingual contract invoices.
- Invoicing a ContractFlags contracts ready for billing via Contracts to be Invoiced reporting.
- Running the (Service) Contracts to be Invoiced ReportRuns a report of contracts eligible for invoicing, filtered by contract, contract line, and service type.
- Multi-Lingual Invoice SupportPrints contract and service-order invoices with item names, ship-via, and general text shown in the customer's own language.
- RentalsCovers setting up rental agreements, tracking item rental history, and creating long-term rental contracts.
- Setting Up RentalsConfigures a rental agreement by setting up each rented item on the Service Items screen.
- Generating an Item Rental History ReportReports the contract lines tied to a chosen range of rented units or items.
- Creating and Invoicing a Long Term Rental AgreementCreates and bills a long-term rental agreement, launched from Service Contract Rental Agreement screen.
- AmortizationsCovers setting up, scheduling, maintaining, and posting amortizations used to spread contract-related expenses over time.
- Using AmortizationsSpreads an expense, such as a contract cost, across a set span of time by prorating it as an amortization.
- Setting Up AmortizationsSets default amortization options, including how many total periods apply, on the Service Parameters screen.
- Maintaining AmortizationsCreates, updates, and maintains amortization records on the Amortizations form.
- Scheduling AmortizationsBuilds and maintains the schedule for amortized items on the Amortization Schedules screen.
- Running the Amortization Posting UtilityPosts amortizations for a specified range of customers, references, invoices, and accounts.
- Contract Coverage TimesCalculates due, warning, and follow-up dates for service level agreements using customer-specific contract hours.
- Contract Billing by Elapsed DaysWorks out the invoice amount using elapsed time since the last billing — useful for contracts billed in arrears.
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Build my requirements →Tracking Orders Using a Delivery Order7
Covers grouping multiple customer orders under a single delivery order and tracking number, including when lines and sequences get assigned.
Highlights
- Delivery Orders OverviewDescribes how a delivery order groups multiple customer orders shipped to one customer and ship-to under a single tracking number.
- Creating Delivery OrdersWalks through building a delivery order's header, lines, and sequences, and specifying the applicable customer and ship-to.
- Assigning Delivery Orders After ShippingCovers assigning delivery orders and sequences to shipments that were already processed.
- Assigning Delivery Orders Before ShippingCovers creating delivery order headers and assigning them to shipments before shipping occurs.
- Assigning Delivery Orders and Delivery Order Lines Before ShippingCovers creating delivery order headers and lines in advance, with line sequences generated during shipping.
All 6 capabilities
- Delivery Orders OverviewDescribes how a delivery order groups multiple customer orders shipped to one customer and ship-to under a single tracking number.
- Creating Delivery OrdersWalks through building a delivery order's header, lines, and sequences, and specifying the applicable customer and ship-to.
- Assigning Delivery Orders After ShippingCovers assigning delivery orders and sequences to shipments that were already processed.
- Assigning Delivery Orders Before ShippingCovers creating delivery order headers and assigning them to shipments before shipping occurs.
- Assigning Delivery Orders and Delivery Order Lines Before ShippingCovers creating delivery order headers and lines in advance, with line sequences generated during shipping.
- About Delivery TermsDefines the user-configurable codes that identify delivery terms, required when EU reporting is active.
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Build my requirements →Using Credit Hold7
Covers placing customers or individual orders on credit hold, activating the feature, and applying it to EDI orders.
Highlights
- About Credit HoldLets an authorized user manually place a customer account or order on hold for credit reasons.
- Using Credit HoldPoints users to the correct procedure for putting a customer or order on hold in a given situation.
- Activating Credit HoldToggles the credit-hold capability using settings on the accounts receivable parameters and reason codes.
- Activating Credit Hold for EDI Customer OrdersPrevents EDI customer orders from posting when a customer's credit limit has been exceeded.
- Manually Placing a Customer on Credit HoldSteps through placing a customer on credit hold from the credit tab of their record.
All 6 capabilities
- About Credit HoldLets an authorized user manually place a customer account or order on hold for credit reasons.
- Using Credit HoldPoints users to the correct procedure for putting a customer or order on hold in a given situation.
- Activating Credit HoldToggles the credit-hold capability using settings on the accounts receivable parameters and reason codes.
- Activating Credit Hold for EDI Customer OrdersPrevents EDI customer orders from posting when a customer's credit limit has been exceeded.
- Manually Placing a Customer on Credit HoldSteps through placing a customer on credit hold from the credit tab of their record.
- Manually Placing a Customer Order on Credit HoldSteps through placing a specific customer order on credit hold from its amounts tab.
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Build my requirements →Domain information28
Organizes Birst's available facts into finance, inventory, and sales domains.
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Build my requirements →Using Consolidated Invoices16
Covers combining multiple shipped orders into a single invoice per customer over a billing period, and maintaining those consolidated records.
Highlights
- Consolidated Invoice OverviewDefines a consolidated invoice as a single bill spanning several orders sent to one customer over time.
- Setting Up Consolidated InvoicesCovers configuring consolidated invoicing at the customer, order, or order line/release level.
- Setting Up Consolidated Invoicing for a CustomerMarks all future orders and lines entered for a customer to default to consolidated invoicing.
- Setting Up Consolidated Invoicing for a Customer OrderMarks all lines and releases under a specific order to default to consolidated invoicing.
- Setting Up Consolidated Invoicing for a Customer Order Line/ReleaseMarks an individual order line or blanket release for consolidated invoicing.
All 15 capabilities
- Consolidated Invoice OverviewDefines a consolidated invoice as a single bill spanning several orders sent to one customer over time.
- Setting Up Consolidated InvoicesCovers configuring consolidated invoicing at the customer, order, or order line/release level.
- Setting Up Consolidated Invoicing for a CustomerMarks all future orders and lines entered for a customer to default to consolidated invoicing.
- Setting Up Consolidated Invoicing for a Customer OrderMarks all lines and releases under a specific order to default to consolidated invoicing.
- Setting Up Consolidated Invoicing for a Customer Order Line/ReleaseMarks an individual order line or blanket release for consolidated invoicing.
- Deleting Consolidated InvoicesRemoves a pending consolidated invoice header and all of its lines through the invoice workbench.
- Deleting Consolidated Invoice LinesRemoves a single line, or an item within a line, from a pending consolidated invoice.
- Enabling or Disabling Consolidated InvoicingToggles consolidated invoicing on or off for a customer or a customer order/line using a dedicated utility.
- Invalid Consolidated Invoice RecordsFlags pending consolidated invoice records as modified whenever later changes affect their accuracy.
- Regenerating Consolidated InvoicesRebuilds a customer's pending invoice records using the consolidated invoice generation activity.
- Updating and Deleting Consolidated Invoice RecordsCovers editing pending consolidated invoices, including header fields like terms, ship via, weight, freight, and salesperson.
- Deleting a Range of Consolidated Invoice Records and Generating Updated Records in The Same RangeDeletes a specified range of consolidated invoice records and regenerates updated ones for that same range.
- Deleting All Consolidated Invoice Records and Generating Updated Records for AllDeletes all consolidated invoice records for customer and delivery orders and generates fresh replacement records.
- Deleting All Consolidated Invoice Records Without Adding New RecordsDeletes all consolidated invoice records without generating any replacement records.
- Generating New Consolidated Invoice Records Without Deleting Existing RecordsAdds new consolidated invoice records for selected items without deleting the existing ones.
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Build my requirements →Using Customer Contracts4
Covers setting up customer-specific pricing contracts, including support for contract manufacturing relationships with multiple end users.
Capabilities
- Creating a Customer ContractSets up a customer contract record linking a customer to an item and its contracted pricing.
- Customer Contract Pricing SetupExplains how the system checks first for a matching customer contract when pricing an order.
- Setting Up Customer Contracts for Contract ManufacturingLets contract manufacturers maintain distinct pricing, history, and rankings for each ultimate end user on an item.
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Build my requirements →Sending Mass Communications7
Covers sending communications, including emails, faxes, letters, and mail-merge blasts, to groups of sales contacts or portal users.
Highlights
- Sending a Communication to a Group of ContactsSends a communication out to a set of sales contacts using the Communication Wizard.
- Sending an Email to Portal UsersSends promotional emails to customer portal users who opted into special promotions and announcements.
- Sending a Fax or Letter to a Group of ContactsSends a fax or letter to a group of contacts using a Word mail-merge template.
- Sending an Email BlastSends a customized bulk email message built from a Word template with mail merge.
- Sending an Email Blast without a TemplateSends a group email blast with basic typed text, with or without HTML formatting, without a Word template.
All 6 capabilities
- Sending a Communication to a Group of ContactsSends a communication out to a set of sales contacts using the Communication Wizard.
- Sending an Email to Portal UsersSends promotional emails to customer portal users who opted into special promotions and announcements.
- Sending a Fax or Letter to a Group of ContactsSends a fax or letter to a group of contacts using a Word mail-merge template.
- Sending an Email BlastSends a customized bulk email message built from a Word template with mail merge.
- Sending an Email Blast without a TemplateSends a group email blast with basic typed text, with or without HTML formatting, without a Word template.
- Inserting MailMerge Fields for Contacts in a Word TemplateInserts contact fields into a Word mail-merge template using Microsoft Word's mail merge function.
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Build my requirements →Using Price Promotions and Rebates6
Covers setting up promotional pricing and rebate programs and managing the credits they generate as orders are invoiced.
Capabilities
- Promotion Pricing and Rebate Programs OverviewBuilds pricing promotions and rebate programs that can be limited to a chosen salesperson, customer, item, or product code.
- Applying Promotion Pricing to Customer Order LinesApplies an eligible promotion code to a customer order line during entry.
- Maintaining Earned RebatesAutomatically creates deferred revenue rebate credits as qualifying customer orders are invoiced.
- Processing Earned RebatesAdds earned rebate entries to a workbench so credit amounts can be applied to eligible orders.
- Closing Rebate ProgramsRequires manual journal entries to close out under- or over-estimated redemption amounts when a rebate program ends.
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Build my requirements →CRM Scenarios7
Walks through common CRM scenarios, including logging calls, recording leads, tracking opportunities, forecasting, closing deals, and running campaigns.
Highlights
- CRM Scenario 1Records a customer call about a new product line by creating a contact record and setting communication preferences.
- CRM Scenario 2Records a customer's interest in a new product line using a lead status assigned to a new or existing record.
- CRM Scenario 3Converts a successful customer meeting into a sales opportunity by recording the interaction and creating the opportunity.
- CRM Scenario 4Creates a forecast of opportunities by selecting a sales period and salesperson and updating the forecast status.
- CRM Scenario 5Records a won deal by assigning a win reason and updating the opportunity's status.
All 6 capabilities
- CRM Scenario 1Records a customer call about a new product line by creating a contact record and setting communication preferences.
- CRM Scenario 2Records a customer's interest in a new product line using a lead status assigned to a new or existing record.
- CRM Scenario 3Converts a successful customer meeting into a sales opportunity by recording the interaction and creating the opportunity.
- CRM Scenario 4Creates a forecast of opportunities by selecting a sales period and salesperson and updating the forecast status.
- CRM Scenario 5Records a won deal by assigning a win reason and updating the opportunity's status.
- CRM Scenario 6Creates and manages a marketing campaign by grouping contacts and setting up the campaign record.
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Build my requirements →Managing Multiple Currencies4
Covers converting customer records to the euro and creating customer orders and invoices in foreign currencies.
Capabilities
- Converting Customer Records to the EuroConverts a customer's current and historical records to euro currency after the customer switches.
- Creating Customer Orders and Invoices in Foreign CurrenciesDisplays order amounts in a customer's own currency, with a translate option to view domestic-currency equivalents.
- About the Customer Euro Currency Conversion UtilityConverts a euro-participating customer's current and historical transaction records into euros through a dedicated utility.
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Build my requirements →Using Letters of Credit4
Covers creating customer letters of credit and linking them to customer records and orders.
Capabilities
- Creating a Customer Letter of CreditCreates a letter-of-credit record for a customer, including its number and related details.
- How Letters of Credit Affect Customer OrdersDescribes the situations in which a customer letter of credit affects processing of that customer's orders.
- Linking a Customer LCR to Customers and OrdersLinks an existing customer letter of credit to that customer's file and to particular orders.
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Build my requirements →Field Topics7
Documents individual field definitions used throughout the service module, including escalation basis, billing code, and contract frequency fields.
Highlights
- Basis, Escalation TasksDetermines whether an incident's follow-up date or late date triggers the first escalation.
- Billing CodeSets which method is used to calculate charges on SRO material and labor lines.
- Contract Billing FrequencySets the billing interval — monthly, bi-monthly, quarterly, or another cadence — that a contract or its individual line follows.
- Change Priority CodeOptionally changes an incident's priority code automatically when parts fulfillment is set to automatic.
- Change Working Status ToOptionally changes an incident's working status automatically when parts fulfillment is set to automatic.
All 6 capabilities
- Basis, Escalation TasksDetermines whether an incident's follow-up date or late date triggers the first escalation.
- Billing CodeSets which method is used to calculate charges on SRO material and labor lines.
- Contract Billing FrequencySets the billing interval — monthly, bi-monthly, quarterly, or another cadence — that a contract or its individual line follows.
- Change Priority CodeOptionally changes an incident's priority code automatically when parts fulfillment is set to automatic.
- Change Working Status ToOptionally changes an incident's working status automatically when parts fulfillment is set to automatic.
- Consume ForecastDetermines whether SRO generation consumes forecast records for specific material transaction types.
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Build my requirements →Processing Returns and Replacements19
Covers the return material authorization process end to end, from setup through receiving returned goods and issuing credit or replacement.
Highlights
- Return Material Authorization OverviewLets a company respond quickly when customers reject material, minimizing the burden on internal resources.
- RMA SetupConfigures the codes and parameters used to tailor return processing to a company's needs.
- RMA StepsTracks returned damaged or faulty products and the credit, replacement, or repair issued in response.
- Receiving ReturnsLets each warehouse receive and dispose of returned material appropriately using the return transaction form.
- About ReturnsCreates the authorizing document that lets a customer send back rejected material.
All 18 capabilities
- Return Material Authorization OverviewLets a company respond quickly when customers reject material, minimizing the burden on internal resources.
- RMA SetupConfigures the codes and parameters used to tailor return processing to a company's needs.
- RMA StepsTracks returned damaged or faulty products and the credit, replacement, or repair issued in response.
- Receiving ReturnsLets each warehouse receive and dispose of returned material appropriately using the return transaction form.
- About ReturnsCreates the authorizing document that lets a customer send back rejected material.
- About Return ReceiptCovers the receiving side of the returns process once material arrives back from a customer.
- RMA Extended DispositionsCovers additional disposition options for returned materials, including setup and processing through vendor returns.
- About RMA Extended DispositionsAdds disposition options beyond the standard return-to-stock or replace process, tracked mainly for reporting.
- Setting Up RMA Extended DispositionsConfigures the warehouse, location, and accounts used for extended disposition processing.
- Setting Up Disposition CodesCreates the three-letter codes used to classify how returned material is dispositioned.
- RMA Extended Disposition - Accounting InformationIdentifies which accounts are used during extended disposition processing of returned material.
- Using RMA Extended DispositionsWalks through a full example of handling an RMA item needing extended disposition, including returns sent back to a vendor.
- Creating and RMA and RMA LineCreates a new return material authorization record, specifying the customer and matching disposition warehouse.
- Creating a Disposition Entry for the RMA LineCreates a disposition record for each RMA line to define how the returned item will be handled.
- Processing and Posting the RMA DispositionProcesses and posts the return of material back to stock through the RMA return transactions form.
- Shipping Vendor ReturnsShips a returned line or batch back to the vendor from the vendor shipping form.
- Processing Vendor ReturnsViews and processes outstanding vendor-bound RMA items awaiting return.
- Verifying the RMA DispositionRefreshes a disposition record to confirm that changes were applied correctly.
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Build my requirements →Features and Options Configurator5
Configures planning items with feature groups and qualifier logic so configurable products can be designed and ordered with selectable options.
Capabilities
- Creating and Entering a Planning ItemCreates a planning item for the Features and Options Product Configurator by first laying out its layout and feature groups.
- Designing a Planning Item LayoutDesigns the layout used by a planning item in the Features and Options Product Configurator.
- Example: Qualifier MasksShows worked examples of qualifier masks used in the product configurator.
- Example: Qualifier StringsShows a worked example of qualifier strings using a bicycle item with feature groups for lights and bulbs.
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Build my requirements →Picking, Packing, and Shipping7
Covers the physical fulfillment workflow of picking, packing, and shipping customer orders, plus supporting codes and batch processing.
Highlights
- Order Picking StepsCreates pick lists from ordered customer orders using the pick workbench and related optional steps.
- Order Packing StepsGroups pick lists into a shipment and assigns a packer and location using the pack workbench.
- Order Shipping StepsCreates, updates, and maintains a shipment, optionally assigning it to a parent container.
- About Ship Via CodesIdentifies delivery methods for merchandise and sets a default shipping method for a customer or vendor.
- About Shipping Processing OrdersBatch-ships orders and generates picking lists, packing slips, plus invoices, in one run.
All 6 capabilities
- Order Picking StepsCreates pick lists from ordered customer orders using the pick workbench and related optional steps.
- Order Packing StepsGroups pick lists into a shipment and assigns a packer and location using the pack workbench.
- Order Shipping StepsCreates, updates, and maintains a shipment, optionally assigning it to a parent container.
- About Ship Via CodesIdentifies delivery methods for merchandise and sets a default shipping method for a customer or vendor.
- About Shipping Processing OrdersBatch-ships orders and generates picking lists, packing slips, plus invoices, in one run.
- Confirming a PickVerifies and corrects the quantity actually picked against a pick list before confirming it.
Will Infor CloudSuite meet your picking, packing, and shipping needs? Build your requirements and perform a full analysis.
Build my requirements →Using Point of Sale for Orders and Contracts24
Covers walk-in retail transactions through the point-of-sale module, including cash drawer setup, rentals, walk-up sales, and returns.
Highlights
- Point of Sale OverviewHandles walk-in customer sales, service orders, returns, and rentals through a logical cash drawer reconciled at check-in and check-out.
- Setting up the Point of Sale (POS) FeatureCovers configuring cash drawers, payment types, receipts, and general point-of-sale information.
- Setting up Point of Sale Payment TypesConfigures accepted payment types—cash, credit, check, or house account—for point-of-sale transactions.
- Setting up General Point of Sale InformationConfigures general settings shared across other point-of-sale forms.
- Setting up the Point of Sale ReceiptDefines the general text printed on point-of-sale customer receipts.
All 23 capabilities
- Point of Sale OverviewHandles walk-in customer sales, service orders, returns, and rentals through a logical cash drawer reconciled at check-in and check-out.
- Setting up the Point of Sale (POS) FeatureCovers configuring cash drawers, payment types, receipts, and general point-of-sale information.
- Setting up Point of Sale Payment TypesConfigures accepted payment types—cash, credit, check, or house account—for point-of-sale transactions.
- Setting up General Point of Sale InformationConfigures general settings shared across other point-of-sale forms.
- Setting up the Point of Sale ReceiptDefines the general text printed on point-of-sale customer receipts.
- Setting up a Cash DrawerSets up a cash drawer used to record sale transactions and payments for a cashier.
- Setting up Point of Sale Information for RentalsConfigures point-of-sale settings needed to support service contract equipment rentals.
- Processing Rentals with Point of SaleChecks rental equipment in and out and collects related payments through point-of-sale contracts.
- Checking Out the Rental Equipment with an Initial PaymentChecks out signed-for rental equipment to a customer and records an initial payment.
- Checking in the Rental EquipmentChecks in returned rental equipment and charges the customer for any outstanding balance.
- Handling Walk Up-Sales with Point of SaleHandles purchases or service requests from customers who are not already in the system.
- Billing Code Stored Procedures to ModifyLists the stored procedures that can be customized when building a custom point-of-sale billing code method.
- Processing Orders with Point of SaleCovers the shift-based workflow of checking out a cash drawer, entering point-of-sale orders, and closing out at end of day.
- Check Out the Cash DrawerChecks out an assigned cash drawer at the start of a shift before entering point-of-sale orders.
- Log Into the Cash DrawerLogs a cashier into a cash drawer, a required step before entering orders in the POS module.
- Enter a Point of Sale Customer OrderEnters an on-demand customer sale through the POS order-entry screen.
- Enter a Point of Sale Service OrderEnters an on-demand service order through the POS order-entry screen.
- Handle Customer Pickups of Sales OrdersHandles orders a customer will collect later, such as out-of-stock items awaiting arrival.
- Run the End of Day ProcessReconciles the cash in a drawer against the day's sales transactions at the end of a shift.
- ReturnsCovers reversing a point-of-sale transaction, including credit and debit memo creation and verification.
- Processing Returns with Point of SaleGenerates a credit memo that reverses the invoice, plus a debit memo that reverses the payment, for a POS return.
- Verifying and Finalizing the Point of Sale InformationConfirms that a reversed point-of-sale entry mirrors the original transaction with opposite amounts and reimbursed payments.
- Finding and Reversing the Original Point of Sale OrderLocates and reverses an original point-of-sale order using customer-supplied lookup details.
Will Infor CloudSuite meet your using point of sale for orders and contracts needs? Build your requirements and perform a full analysis.
Build my requirements →Enterprise automations7
Bundles the Value+ enterprise automations, including AI-assisted quality trend analysis, make-vs-buy decisions, and RPA-driven document processing, that automate recurring SyteLine workflows.
Highlights
- Customer Order CreationUses Infor Robotic Process Automation to automatically create customer orders from incoming email or folder documents.
- Authorization and SecurityLists the setup prerequisites and security roles a user needs to run the customer order creation automation.
- PrerequisitesRequires the user account to hold authorization within the RPA mastermind section before running the customer order creation automation.
- Security rolesRequires a set of RPA and Infor OS administrator roles, including RPA-USER and IONAPI-Administrator, to run this automation.
- Logging In and Defining User ParametersWalks through logging into the Infor RPA Tray Assistant app and setting the account's user parameters.
All 7 capabilities
- Customer Order CreationUses Infor Robotic Process Automation to automatically create customer orders from incoming email or folder documents.
- Authorization and SecurityLists the setup prerequisites and security roles a user needs to run the customer order creation automation.
- PrerequisitesRequires the user account to hold authorization within the RPA mastermind section before running the customer order creation automation.
- Security rolesRequires a set of RPA and Infor OS administrator roles, including RPA-USER and IONAPI-Administrator, to run this automation.
- Logging In and Defining User ParametersWalks through logging into the Infor RPA Tray Assistant app and setting the account's user parameters.
- Process Flow for Customer Order CreationAutomatically checks a configured email inbox or folder for order documents and creates the matching customer orders.
- Best Practices and tipsRecommends keeping scanned PDFs under 5 MB, one document per file, and minimal emails per run for reliable processing.
Will Infor CloudSuite meet your enterprise automations needs? Build your requirements and perform a full analysis.
Build my requirements →Setting Up European Union Sales Information8
Covers configuring EU-specific reporting requirements, including sales list and supplementary statistical declaration reports.
Highlights
- European Union (EU) Supplemental InformationTracks additional item-level statistical data required by European Union member countries.
- Setting Up Information for the EU Sales List ReportRecords the aggregate value of VAT-registered sales to customers in other EU member states.
- Setting Up Information for the EU SSD ReportPrepares the monthly supplementary statistical declaration report required for larger intra-EU import and export activity.
- Intrastat SSD ASCII File Format and Data MappingFormats intrastat dispatch and arrival files using a fixed-length ASCII structure defined by German federal statistical requirements.
- Intrastat SSD XML File FormatDefines the file naming format used for intrastat statistical declaration XML submissions.
All 7 capabilities
- European Union (EU) Supplemental InformationTracks additional item-level statistical data required by European Union member countries.
- Setting Up Information for the EU Sales List ReportRecords the aggregate value of VAT-registered sales to customers in other EU member states.
- Setting Up Information for the EU SSD ReportPrepares the monthly supplementary statistical declaration report required for larger intra-EU import and export activity.
- Intrastat SSD ASCII File Format and Data MappingFormats intrastat dispatch and arrival files using a fixed-length ASCII structure defined by German federal statistical requirements.
- Intrastat SSD XML File FormatDefines the file naming format used for intrastat statistical declaration XML submissions.
- European Union (EU) Field DefaultsLists the typical sources that populate EU-specific fields across the system, illustrated with country examples.
- Process Indicator ExampleShows example process indicator codes, such as those used in the United Kingdom.
Will Infor CloudSuite meet your setting up european union sales information needs? Build your requirements and perform a full analysis.
Build my requirements →Customer Consignment Inventory Setup5
Covers setting up and managing inventory that a company owns but stores in a customer's warehouse.
Capabilities
- Perform General Customer SetupConfigures a warehouse to support customer consignment inventory, including its consignment type and ship-to assignment.
- Define Replenishment Needs and Create Consignment TransfersPlans and creates transfer orders to replenish inventory consigned to a customer.
- Record Customer UsageReports and records a customer's usage of consigned inventory.
- Set Up Multi-Site Use of Customer Consignment WarehousesSets up matching consignment warehouses across sites for a shared customer in a multi-site environment.
Will Infor CloudSuite meet your customer consignment inventory setup needs? Build your requirements and perform a full analysis.
Build my requirements →Getting started5
Covers the initial steps needed to begin using the mobile service app, including known platform limitations.
Capabilities
- Quick start for non-Infor O/S Portal usersWalks through a quick setup path for using the mobile app without the Infor O/S Portal.
- Back office system configurationLists the back-office fixes required before the mobile app can be used with older SyteLine versions.
- Setting permissions and licensingGrants a back-office user the module permissions and license needed for mobile access.
- Known limitationsDocuments known platform limitations of the Service mobile app.
Will Infor CloudSuite meet your getting started needs? Build your requirements and perform a full analysis.
Build my requirements →Configuration3
Covers configuring the mobile app to connect to the back office, with different steps depending on whether Infor OS is used.
Capabilities
- Configuring the app to connect to the back officeConfigures the mobile app's connection settings to reach the back office, including the ION API option.
- Useful back office formsLists back-office forms useful for managing mobile configuration and synchronization settings.
Will Infor CloudSuite meet your configuration needs? Build your requirements and perform a full analysis.
Build my requirements →Shipping and Invoicing Credit Card Orders3
Invoices and ships a credit card order as one delivery or split it across several partial deliveries.
Capabilities
- Handling Single Shipments for a Credit Card OrderAuthorizes and processes a credit card charge for an order shipped in a single delivery.
- Handling Multiple Shipments for a Credit Card OrderCharges the same card across all invoices generated from an order shipped in multiple deliveries.
Will Infor CloudSuite meet your shipping and invoicing credit card orders needs? Build your requirements and perform a full analysis.
Build my requirements →Electronic Data Interchange (EDI) Overview7
Introduces EDI processing, covering standards, translators, and both inbound and outbound transaction handling.
Highlights
- EDI StepsLays out the forms and steps for handling inbound and outbound EDI transactions once setup is complete.
- Posting EDI Inbound Purchase Order AcknowledgementsPosts changes to a purchase order's quantity, cost, or due date received through an inbound acknowledgment.
- About EDI StandardsConfirms compliance with the requirements of the major EDI standard-setting bodies.
- About EDI TranslatorsRequires access to a translator to send and receive EDI transactions electronically.
- About Inbound TransactionsManages translated EDI data received from the translator and prepares it for use in the system.
All 6 capabilities
- EDI StepsLays out the forms and steps for handling inbound and outbound EDI transactions once setup is complete.
- Posting EDI Inbound Purchase Order AcknowledgementsPosts changes to a purchase order's quantity, cost, or due date received through an inbound acknowledgment.
- About EDI StandardsConfirms compliance with the requirements of the major EDI standard-setting bodies.
- About EDI TranslatorsRequires access to a translator to send and receive EDI transactions electronically.
- About Inbound TransactionsManages translated EDI data received from the translator and prepares it for use in the system.
- Demand Side and Supply Side Inbound Transaction StepsSets up automatic posting for inbound demand and supply transactions from customers and vendors.
Will Infor CloudSuite meet your electronic data interchange (edi) overview needs? Build your requirements and perform a full analysis.
Build my requirements →General navigation6
Covers the general navigation elements of the mobile app, including the home page, main menu, action buttons, toolbar, and search.
Capabilities
- Using the Home pageDisplays an Information section and an Assigned Work section on the app's Home page after sign-in.
- Using the Main menuProvides quick access to key pages, including Appointments, through a swipe-out Main menu.
- Using the Action menus and Action buttonsProvides an Action menu, accessed through an ellipsis button, for viewing additional child options on a form.
- Using the Toolbar buttonsProvides toolbar buttons, such as Clock On/Off, on primary mobile forms.
- Using the Search optionsSupports device-native value selection alongside an advanced search option for most fields.
Will Infor CloudSuite meet your general navigation needs? Build your requirements and perform a full analysis.
Build my requirements →EDI Demand Processing16
Covers setting up and processing customer-facing EDI transactions, both inbound and outbound.
Highlights
- EDI Setup (Demand Side)Configures logical folders where translator-downloaded, demand-side EDI files should be located.
- Errors That Stop Demand EDI CO Transaction PostingLists the errors that can prevent EDI customer order transactions from posting.
- Inbound Demand TransactionsCovers importing planning orders, shipping schedules, and purchase orders received electronically from customers.
- About On-Hand Quantities and LocationsDetermines the stockroom location assigned to an EDI shipping transaction based on inventory parameters and lot tracking.
- Inbound Demand EDI Transactions - Flat-File LayoutDescribes the flat-file layout used for inbound demand EDI transactions.
All 15 capabilities
- EDI Setup (Demand Side)Configures logical folders where translator-downloaded, demand-side EDI files should be located.
- Errors That Stop Demand EDI CO Transaction PostingLists the errors that can prevent EDI customer order transactions from posting.
- Inbound Demand TransactionsCovers importing planning orders, shipping schedules, and purchase orders received electronically from customers.
- About On-Hand Quantities and LocationsDetermines the stockroom location assigned to an EDI shipping transaction based on inventory parameters and lot tracking.
- Inbound Demand EDI Transactions - Flat-File LayoutDescribes the flat-file layout used for inbound demand EDI transactions.
- Receiving an EDI Planning Order or Shipping Schedule (830 or 862)Imports a planning order or shipping schedule transaction from a customer using the EDI transaction load routine.
- Receiving a Radley EDI Shipping TransactionImports and posts a Radley-format EDI customer order shipping transaction.
- Receiving an EDI Purchase Order (850/ORDERS)Imports a purchase order transaction from a customer, creating EDI customer orders in the system.
- Making Changes to EDI Customer Order LinesDescribes the process for editing an EDI customer order line after it has been created.
- Outbound Demand TransactionsCovers generating advance ship notices, invoices, and acknowledgments sent electronically to customers.
- Outbound Demand EDI Transactions - Flat File LayoutDescribes the flat-file layout used for outbound demand EDI transactions.
- Creating an EDI Advance Ship Notice (Outbound 856/DESADV)Captures shipping and delivery details for EDI customer orders and produces the outbound advance ship notice.
- Example - Advance Ship Notice CalculationsExplains how the system calculates COD and total charge amounts for an advance ship notice.
- Creating an EDI Invoice (Outbound 810/INVOIC)Automatically generates an outbound EDI invoice when a customer's order is invoiced, if enabled on their profile.
- Transmitting PO Acknowledgments (Outbound 855/ORDRSP)Creates purchase order acknowledgment transactions when EDI customer orders post or the order verification report prints.
Will Infor CloudSuite meet your edi demand processing needs? Build your requirements and perform a full analysis.
Build my requirements →Data access and synchronization6
Covers offline data availability, sign-in behavior, data deletion, and resolving synchronization conflicts in the mobile app.
Capabilities
- Offline dataConfigures how much data is synchronized to balance transfer size against offline availability for technicians.
- Infor O/S offline sign inLets an Infor OS user continue working offline if connectivity drops while their session stays active.
- Deleting dataDeletes a record from a list form using a swipe or platform-specific delete action.
- Synchronization conflict indicatorsDisplays pop-up and Information-area messages when a synchronization error occurs.
- Resolving a synchronization conflictLists and resolves synchronization conflicts, grouped by whichever data field is causing the error.
Will Infor CloudSuite meet your data access and synchronization needs? Build your requirements and perform a full analysis.
Build my requirements →EDI Supply Processing13
Covers setting up and processing vendor-facing EDI transactions, both inbound and outbound.
Highlights
- EDI Setup (Supply Side)Sets up logical folders and vendor profiles before sending EDI information to vendors.
- Errors That Stop Supply EDI Transaction PostingLists the errors that prevent a supply-side EDI transaction from auto-posting.
- Inbound Supply TransactionsCovers importing invoices, acknowledgments, and advance ship notices received electronically from vendors.
- Inbound Supply EDI Transactions - Flat-File LayoutDescribes the flat-file layout used for inbound supply EDI transactions.
- Receiving an EDI Invoice (Inbound 810/INVOIC)Imports inbound vendor invoice data into the system's EDI database tables.
All 12 capabilities
- EDI Setup (Supply Side)Sets up logical folders and vendor profiles before sending EDI information to vendors.
- Errors That Stop Supply EDI Transaction PostingLists the errors that prevent a supply-side EDI transaction from auto-posting.
- Inbound Supply TransactionsCovers importing invoices, acknowledgments, and advance ship notices received electronically from vendors.
- Inbound Supply EDI Transactions - Flat-File LayoutDescribes the flat-file layout used for inbound supply EDI transactions.
- Receiving an EDI Invoice (Inbound 810/INVOIC)Imports inbound vendor invoice data into the system's EDI database tables.
- Receiving PO Acknowledgments (Inbound 855/ORDRSP)Determines, through vendor profile settings, whether purchase order acknowledgments can be received and posted or auto-posted.
- Receiving an EDI Advance Ship Notice (Inbound 856/DESADV)Imports an inbound advance ship notice from a vendor for optional review before posting.
- Outbound Supply TransactionsCovers sending planned orders, purchase orders, and shipping schedules electronically to vendors.
- Outbound Supply EDI Transactions - Flat-File LayoutDescribes the flat-file layout used for outbound supply EDI transactions.
- Creating an EDI Planned Purchase Order (Outbound 830/DELFOR)Sends MRP-generated planned purchase orders to a vendor electronically as forecasts.
- Creating an EDI Purchase Order (Outbound 850/ORDERS)Sends a completed purchase order to a vendor electronically as an outbound transaction.
- Creating an Outbound EDI Shipping Schedule (Outbound 862/DELJIT)Sends detailed shipping schedule information to vendors for items on blanket purchase orders.
Will Infor CloudSuite meet your edi supply processing needs? Build your requirements and perform a full analysis.
Build my requirements →Additional functionality7
Covers supporting mobile forms, credit card authorization, GPS tracking, attachments, printing, and switching sites.
Highlights
- Using the supporting formsLists supporting mobile forms, such as Partners, used alongside the primary service flows.
- Credit card authorizationsAuthorizes a credit card on a compatible device for future payment against an invoice the back office generates.
- GPS trackingCaptures latitude and longitude data at a user-defined polling frequency and stores it for use by the map feature.
- AttachmentsAdds or views attachments, such as photos, tied to an incident, order, or unit from a mobile device.
- Printing a work orderCaptures a customer signature on a work order and shares it as an attached document.
All 6 capabilities
- Using the supporting formsLists supporting mobile forms, such as Partners, used alongside the primary service flows.
- Credit card authorizationsAuthorizes a credit card on a compatible device for future payment against an invoice the back office generates.
- GPS trackingCaptures latitude and longitude data at a user-defined polling frequency and stores it for use by the map feature.
- AttachmentsAdds or views attachments, such as photos, tied to an incident, order, or unit from a mobile device.
- Printing a work orderCaptures a customer signature on a work order and shares it as an attached document.
- Changing sitesSwitches the mobile app to a different configuration by signing back in after selecting Change Site.
Will Infor CloudSuite meet your additional functionality needs? Build your requirements and perform a full analysis.
Build my requirements →Extending mobile data4
Covers extending the mobile app with custom fields, new forms, and linked child forms through Mobile Extensions.
Capabilities
- Adding custom fields to an existing formAdds custom fields to an existing mobile form by configuring the related IDO in Mobile Extensions.
- Adding a new form and dataAdds an entirely new form and its data to the mobile app by selecting an IDO in Mobile Extensions.
- Adding a linked child formConnects a subordinate form to its parent form within the mobile app via Mobile Extensions.
Will Infor CloudSuite meet your extending mobile data needs? Build your requirements and perform a full analysis.
Build my requirements →Configuration13
Configures items, estimates, jobs, and customer orders through the product configurator, including authorizations and printing.
Highlights
- Configuring Items, Estimates or JobsConfigures items, estimates, and jobs, including costing, deletion, and reconfiguration of configured records.
- Configuring an Item, Estimate, or JobLaunches configuration for an item, and in some cases its related order, estimate, or job, from any supported entry form.
- Configuring a Job or ItemEnables the Configure action for a saved job so its item can be built out.
- Costing Method for Configurable ItemsRecommends actual costing for configurable items, requiring a cost-roll step first under standard costing.
- Deleting Configurable Jobs, Items, and OperationsRemoves a configured job, item, or operation together with its underlying configuration record.
All 13 capabilities
- Configuring Items, Estimates or JobsConfigures items, estimates, and jobs, including costing, deletion, and reconfiguration of configured records.
- Configuring an Item, Estimate, or JobLaunches configuration for an item, and in some cases its related order, estimate, or job, from any supported entry form.
- Configuring a Job or ItemEnables the Configure action for a saved job so its item can be built out.
- Costing Method for Configurable ItemsRecommends actual costing for configurable items, requiring a cost-roll step first under standard costing.
- Deleting Configurable Jobs, Items, and OperationsRemoves a configured job, item, or operation together with its underlying configuration record.
- Reconfiguring a Line Item or JobReconfigures a previously configured line item or job, updating its stored configuration data.
- Example: Setting Up a Configured SubassemblyWalks through adding a configurable subassembly, such as a wheel with a selectable color, to a bill of materials.
- Configuring Customer Orders or EstimatesConfigures customer orders and estimates, including individual lines, headers, and copied records.
- Configuring a Customer OrderConfigures a customer order header on a planned order using the Customer Orders form.
- Configuring an Item from a Customer Order Line (Regular or Blanket)Configures an item on a regular or blanket customer order line.
- Configuring an EstimateConfigures an estimate header on a planned estimate using the Estimates form.
- Configuring an Estimate LineConfigures a line item on a planned estimate.
- Copying a Customer Order or Estimate with Configuration InformationDuplicates a configured customer order or estimate, carrying its configuration details forward.
Will Infor CloudSuite meet your configuration needs? Build your requirements and perform a full analysis.
Build my requirements →Troubleshooting5
Covers diagnosing common mobile app errors, including server errors, IDO access errors, and sync conflicts.
Capabilities
- Server Error: 404 messagesExplains possible causes of 404 server errors encountered in the mobile app.
- IDO Error: Read or write accessExplains possible causes of IDO read or write access errors in the mobile app.
- Error: Invalid credentialsExplains possible causes of invalid credentials errors in the mobile app.
- Sync Conflict: Method Not AllowedExplains a Method Not Allowed sync conflict that can occur after updating a record.
- Error: Error occurred processing a requestExplains possible causes of a generic request processing error in the mobile app.
Will Infor CloudSuite meet your troubleshooting needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities21
Capabilities
- Delivery schedulesCovers delivery schedules that represent time-based material arrivals from outside sources.
- Database table: MATLDELVRepresents a periodic, time-based delivery event, such as recurring raw material shipments from an outside source.
- Installing the appInstalls the SyteLine Service app on supported iOS and Android mobile devices.
Will Infor CloudSuite meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →Infor CloudSuite Sales screens
What sales actually looks like in Infor CloudSuite.
Free PDF · Vendor-neutral · No sales calls
The Infor CloudSuite Evaluation Kit
An independent assessment of Infor CloudSuite — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Infor CloudSuite Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Infor CloudSuite independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 37 sales capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Free Download
Infor CloudSuite Evaluation Kit
Infor CloudSuite add-ons & integrations
Extend Infor CloudSuite with best-of-breed software that integrates with it:
How it compares
Sales coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |  |  |  | |
|---|---|---|---|---|---|---|---|
| Pricing & Revenue | 6+1/7 | 2+3/7 | 5+2/7 | 4+1/7 | 2+2/7 | 7/7 | 6+1/7 |
| Post-Sale | 3+3/6 | 3+3/6 | 3+3/6 | — | 1+4/6 | 4+1/6 | 5+1/6 |
| Order Processing | 4+2/7 | 3+3/7 | 4+3/7 | 4+2/7 | 1+3/7 | 5+2/7 | 5+2/7 |
| Customer Management | 4/7 | 5+1/7 | 3+2/7 | 0+1/7 | 3+2/7 | 2+2/7 | 2+3/7 |
| Industry-Specific Sales | 2+4/10 | — | 5+1/10 | — | — | 4+3/10 | 2+3/10 |
ConfirmedPartialNot documented— not scored in this area
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
| ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
| ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
| ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Infor CloudSuite
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Infor CloudSuite starts at a custom quote with a typical total cost of $300K–$2M+ and a 9–18 months implementation.
Full Infor CloudSuite pricing breakdown →Need help evaluating Infor CloudSuite sales?
Tell us what you need it to do and we'll help you work out whether Infor CloudSuite is the right fit — and which partners have done it before.
Infor CloudSuite Sales FAQ
Is CRM a strong module in CloudSuite, or an area where it lags?
CRM is rated moderate — solid order and account management, but not CloudSuite's standout area compared to its manufacturing, finance, or asset management depth. Companies wanting best-in-class CRM sometimes integrate a dedicated CRM platform alongside CloudSuite for the sales side.
Can quotes convert directly into customer orders?
Yes — estimating and quoting flows into customer order creation, so a sales quote becomes an order without re-entering the same data, and order-processing capabilities like credit hold and consolidated invoicing apply from that point forward.
Does CloudSuite support EDI for customer orders?
Yes — EDI demand processing and inbound demand transactions handle customer orders arriving via EDI, which matters for CloudSuite's manufacturing and distribution customers trading with large retail or automotive partners that mandate EDI.
Is point-of-sale order processing available for CloudSuite editions with retail-style transactions?
Yes — processing orders with point of sale is a supported capability, useful for CloudSuite editions serving hospitality or retail-adjacent industries alongside its core manufacturing and distribution focus.
Other Infor CloudSuite modules
Finance & Accounting★★★ strongManufacturing★★★ strongSupply Chain★★★ strongHR & Payroll★★★ strongProject Management★★ moderateInventory Management★★★ strongProcurement★★★ strongWarehouse Management★★★ strongEcommerce★ basicBusiness Intelligence★★★ strongQuality Management★★★ strongField Service★★ moderateAsset Management★★★ strong
Explore Infor CloudSuite by industry & company size
Related Resources
Overview
Infor CloudSuite ERP — Modules & Review
Explore Infor CloudSuite ERP modules, pricing, and capabilities.
ModulesInfor CloudSuite Finance & Accounting
Infor CloudSuite Finance & Accounting capabilities and review.
ModulesInfor CloudSuite Manufacturing
Infor CloudSuite Manufacturing capabilities and review.
ModulesInfor CloudSuite Supply Chain
Infor CloudSuite Supply Chain capabilities and review.
ModulesInfor CloudSuite HR & Payroll
Infor CloudSuite HR & Payroll capabilities and review.