Content for Infor Syteline 9.1

Transcription

1 Content for Infor Syteline 9.1 Getting Started 1. Logging in to Infor Ming.le and Infor CloudSuite 2. Logging Out of Infor CloudSuite and Infor Ming.le 3. Navigating with Master Explorer 4. Roles Navigation 5. Using Filter In Place 6. Using the Grid View 7. Sample Assessment - User Interface Portals 1. Portal Administrator Home 2. Customer Portal 3. Vendor Portal 4. Reseller Portal 5. Sample Assessment - Portals Materials Purchasing 1. Buyer Home 2. Adding a Blanket Purchase Order 3. Creating a Purchase Order Change Order 4. Receiving a Purchase Order Line 5. Adding a Regular Purchase Order 6. Returning a Purchase Order after Vouchering 7. Returning a Purchase Order before Vouchering 8. Receiving a Purchase Order Line- Lot Tracked 9. Add a GRN Header 10. Add GRN Lines Via Purchase Order Receiving 11. Add a PO Change Order Note 12. Add a Purchase Order Requisition 13. Approve PO Requisition 14. Change a PO Requisition Status 15. Convert PO Requisition 16. Sample Assessment - Purchasing

2 Inventory 1. Inventory Control Home 2. Add a Manufacturer 3. Maintain the Manufacturer Item table 4. Linking the Item Manufacturers to Manufacturer Item 5. Add an item 6. S/N and Lot by Item & S/N and Lot Prefix Configuration 7. Update lot and serial number tracking 8. Update material status 9. Add a location 10. Add item stockroom location 11. Change rank of item stockroom location 12. Physical inventory freeze 13. Quantity Adjustment 14. Miscellaneous Receipt 15. Setting ABC Code 16. Miscellaneous Issue 17. Quantity Move 18. ABC Analysis Report 19. Sample Assessment - Inventory Planning and Forecasting by Warehouse 1. Define Distribution Warehouses 2. Intra-site Transfer Master Display 3. Define a Forecast Container Inventory 1. Setting up Permanent or Temporary Containers 2. Creating and Adding Items to a New Container 3. Using Container Reports and Utilities 4. Additional Transactions Affected by Container Inventory

3 Content for Infor Syteline 9.1 Receiving into a Container 1. Add Quantities to a Container at the Time of Receipt 2. Directly Add Quantities into a Container 3. Purchase Order Receiving into a Container Shipping a Container 1. Set up container for customer order 2. Ship the customer order by container Consignment Inventory General Setup 1. Setting up a Consignment Warehouse 2. Using the Item/Warehouse form Inventory Consigned to Customer Customer Consigned WH 1. Create a Consignment Transfer Order Header 2. Create a Consignment Transfer Order Line 3. Ship a Consignment Order 4. Using the Transfer Order Receive Form 5. Record Customer Usage of Consigned Inventory Inventory Consigned to Vendor Vendor Consigned WH 1. Assign a Consignment Warehouse to a Vendor 2. Record Delivery of Inventory Consigned from Vendor Receipts 3. Define Replenishment Needs at the Consignment Warehouse 4. Using Inventory Consigned from the Vendor 5. Reviewing the Inventory Consigned From Vendor Summary Transfer Orders 1. Create a Transfer Order 2. Transfer Order Ship 3. Transfer Order Receive

4 4. Combined Transfer Order Ship/Receive 5. Transfer Order Ship Pick List 6. Transfer Ship Packing Slip 7. Transfer Order Loss 8. Sample Assessment Transfer Orders Engineering Bill of Material (BOM) 1. Adding an operation to a BOM 2. Adding a material to a BOM 3. Creating a Job BOM - Copy Routing BOM Activity Engineering Change Notice (ECN) 1. Create an Engineering Change Notice 2. Create an ECN Item Update 3. Create an ECN Item for Mass Material Substitution 4. Approving an Engineering Change Notice 5. Change ECN Status 6. Post an Engineering Change Notice 7. Sample Assessment - BOM/ECN Production Role 1. Production Planner Home 2. Sample Assessment - Production Role Job Shop Manufacturing 1. Processing a Job Material Transaction - lot tracked items 2. Processing a Job Material Transaction 3. Adding a Job Order 4. Releasing a Job Order - Manual 5. Posting Job Transactions 6. View Job Transactions on Job Transactions Form 7. Adding a Move Transaction

5 Content for Infor Syteline Adding a Run Transaction 9. Creating a Job BOM - Copy Routing BOM Activity 10. Printing the Job Packet 11. Item Serial Number Report 12. Lot Traceability Report 13. Sample Assessment - Job Shop Manufacturing Back Flush Lot & Serial Tracked Items 1. Review Activation of Backflush Lot & Serial Tracked Items 2. Processes & Forms Affected by Back Flush Lot & Serial Track Items Scheduling 1. Reviewing Late Orders - Scheduling 2. Manually Resequencing a Resource Group Schedule 3. Printing the Resource Group List Dispatch Report 4. Printing the Projected Item Completions Report 5. Identifying Resource Groups Scheduled Over Capacity Scheduling 6. Sample Assessment - Scheduling Customer Service Customer Order Entry 1. Customer Service Home 2. Update credit limit 3. Manually Put Order On Credit Hold 4. Create blanket order 5. Viewing Item/Warehousee Details 6. Sample Assessment - Customer Order Entry

6 Advanced Order Entry 1. Adding a Price Adjustment Invoice 2. Generating Credit Memos from CO Returns 3. Returning CO Shipment After Invoice 4. Returning CO Shipment Before Invoice 5. Sample Assessment - Advanced Order Entry Pick Pack Slip Pick 1. Set Inventory Parameters 2. Sample Assessment - Pick Pick Workbench 1. Create a new Pick List 2. Generate a Bulk Pick List/Bulk Pick List Report 3. Pick Maintenance - View Pick Lists 4. Confirming a Pick 5. Split a Pick List 6. Print a Pick List/Pick List Report 7. UnPicking Items Pack/Ship 1. Create a Shipment from the Shipment Master Form 2. Create a Package from the Pack Confirmation Form 3. Using the Pack Confirmation Form 4. Ship Confirmation 5. Merging Shipments 6. Splitting Shipments 7. Unpacking Shipments 8. Deleting Shipments 9. Shipment Bill of Lading Report 10. Shipment Pro Forma Invoice Report 11. Certificate of Origin Report

7 Content for Infor Syteline Shipment Pack Slip Report 13. Sample Assessment - Pack/Ship Pack Workbench 1. Create a Shipment without Packages 2. Create a Shipment with Packages Return Material Authorization 1. Create an RMA Header 2. Add RMA Line Items 3. Add RMA Replacement Lines 4. Generate RMA Replacement Orders 5. RMA Return Transaction 6. Create an RMA Credit Memo 7. Sample Assessment - RMA Accounting Accounts Receivable 1. Running the To Be Invoiced Report 2. Printing Invoices from Order Entry 3. Creating Manual A/R Invoices 4. Posting A/R Invoices 5. Applying A/R Payments 6. Re-Applying A/R Open Payments 7. Posting A/R Payments 8. Sample Assessment - AR Accounts Payable 1. Entering a Vendor Record 2. Using Vendor Payment Hold 3. Entering a Remit-To Vendor Record 4. Generating A/P Vouchers from PO's 5. Creating Manual Vouchers 6. Generating A/P Payments

8 7. Printing A/P Checks 8. Voiding A/P Checks Before Posting 9. Voiding A/P Checks After Posting 10. Add a Vendor Interaction 11. Put a Vendor on Payment Hold 12. Create a Recurring Voucher 13. Recurring Voucher Generation 14. Review Accounts Payable Aging Report 15. Sample Assessment - AP General Ledger 1. Controller Home 2. Mass Journal Posting 3. Post a Journal 4. Add Manual Journal Entries 5. Sample Assessment - GL Positive Pay 1. Positive Pay Format Sections 2. Define Positive Format Fields 3. Generate Positive Pay File 4. Sample Assessment Positive Pay Information Technology (IT) System Administration 1. System Administrator Home 2. Adding Infor CloudSuite Users 3. Adding Infor CloudSuite Group Authorizations 4. User Authorization Report Electronic Signature 1. Create Electronic Signature Reason Code 2. Electronic Signature Setup 3. Electronic Signature Authorizers

9 Content for Infor Syteline Adding an Electronic Signature to a Form 5. Sample Assessment - IT CRM Marketing 1. Add Campaign Statuses 2. Add Campaign Types 3. Add a Campaign 4. Add a Campaign Item to a Campaign 5. Add a Lead to a Campaign Sales 1. Salesperson Home 2. Add a Sales Team 3. Add Sales Territories 4. Add Sales Periods 5. Add a Prospect 6. Add a Prospect Interaction - NEW 7. Add a Sales Contact 8. Adding Sales Contact Interactions - NEW 9. Add Lead Statuses 10. Add Opportunity Sources 11. Add Opportunity Stages 12. Add Opportunity Statuses 13. Add Opportunity Task Types 14. Add Opportunity Lost Reasons 15. Add Opportunity Won Reasons 16. Add a Lead 17. Add an Opportunity from a Lead 18. Add Opportunity Tasks 19. Viewing an Opportunity Task - NEW 20. Moving a Prospect to a Customer 21. Adding a Competitor

10 Order Management 1. Add an Estimate to an Opportunity Contract Management 1. Cross Reference Sales Contact to Salesperson 2. Cross Reference Sales Contact to Customer 3. Cross Reference Sales Contact to Prospect Sample Assessment - CRM MS Outlook Integration (On Premise Only) 1. Infor CloudSuite to MS Outlook Sync Out For Sales Contact 2. Infor CloudSuite to MS Outlook Sync Out All - Sales Contact 3. Infor CloudSuite to MS Outlook Sync Out for Tasks 4. Infor CloudSuite to MS Outlook Sync Out All - Task List 5. Infor CloudSuite to MS Outlook Sync Out for User Calendar 6. MS Outlook to Infor CloudSuite Sync In All 7. MS Outlook to Infor CloudSuite Sync Out 8. Add MS Outlook s Received to Customer Interactions Form 9. Add MS Outlook s Sent to Customer Interactions Form 10. Viewing MS Outlook s w/infor CloudSuite Order and Interaction Details 11. Sample Assessment - MS Outlook Integration Projects 1. Creating a Project Type 2. Creating the Project Parameters 3. Creating a Project Cost Code 4. Creating Project Retention Codes 5. Copying a Project 6. Creating a Project Header 7. Defining General Details on a Project 8. Viewing Percent Complete on a Project 9. Sample Assessment - Projects