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★★★ strong

Infor CloudSuite Inventory Management

Infor CloudSuite confirms 13 of the 29 inventory management capabilities we track, with a further 6 partially covered. Its deepest coverage is in Stock Management; it is thinnest on Counting & Accuracy.

Inventory Management is a core strength for Infor CloudSuite — a primary capability included in standard deployments. The product is best suited to large enterprises wanting industry-specific cloud erp.

13of 29
Capabilities confirmed
411
Documented features
Stock Management
Strongest area
Counting & Accuracy
Thinnest area
Capability coverage13 of 29 confirmed

How Infor CloudSuite scores against the 29 inventory management capabilities we track across every ERP in our catalogue.

  • Stock Management6 of 8
  • Planning3 of 7
  • Warehouse Operations3 of 8
  • Counting & Accuracy1 of 6
Confirmed (13)Partial (6)Not documented (10)

“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 it411 documented capabilities

The inventory management scope Infor CloudSuite ships, grouped as the product itself organises it.

Managing Inventory60

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 Non-Inventory ItemsDefines items that are bought, sold, or consumed without being tracked as stock, managed through a dedicated Non-Inventory Items form.
  • Managing Non-Inventory ItemsWalks through adding a new non-inventory item, including naming it, setting its type, and specifying other required properties.
  • Inventory Control OverviewIntroduces the Items form as the central record of everything in stock, including quantity, price, and other tracked attributes.
  • Inventory Control StepsOutlines the recommended order of tasks for establishing and then keeping inventory records current.
  • About WarehousesExplains warehouses as physical locations within a site that hold on-hand stock and how they fit into the broader inventory structure.
All 59 capabilities
  • About Non-Inventory ItemsDefines items that are bought, sold, or consumed without being tracked as stock, managed through a dedicated Non-Inventory Items form.
  • Managing Non-Inventory ItemsWalks through adding a new non-inventory item, including naming it, setting its type, and specifying other required properties.
  • Inventory Control OverviewIntroduces the Items form as the central record of everything in stock, including quantity, price, and other tracked attributes.
  • Inventory Control StepsOutlines the recommended order of tasks for establishing and then keeping inventory records current.
  • About WarehousesExplains warehouses as physical locations within a site that hold on-hand stock and how they fit into the broader inventory structure.
  • Using an External Warehouse ApplicationCovers integrating with external warehouse systems such as Infor WMS Warehouse Management and Transportation Management.
  • Units of MeasureCovers defining units of measure, setting up conversions between them, and mapping custom units to ISO-standard codes.
  • About Unit of MeasureExplains how units of measure are defined and how relationships between existing units are established for conversion.
  • Creating Units of MeasureConfirms a unit doesn't already exist, then walks through registering it in the system.
  • Creating Unit of Measure Conversion RecordsExplains how to build a conversion record linking two existing units of measure.
  • Mapping ISO U/Ms to Existing U/MsCovers mapping custom units of measure to standard ISO codes so BOD-enabled integrations can use them without deleting existing definitions.
  • Setting Up Serial NumbersCovers assigning, preassigning, and tracing serial numbers for items, including intelligent prefix rules and handling purchase order returns of serialized stock.
  • Assigning New Serial NumbersAssigns individual serial numbers to each unit of stock flagged for serial tracking as it is received.
  • Preassigning Serial NumbersLets planners reserve serial numbers ahead of time for purchase orders, transfer orders, jobs, or co-jobs so they are applied automatically on receipt or completion.
  • Preassigning Serial Numbers for a Purchase OrderExplains how to reserve serial numbers in advance for an item on a purchase order.
  • Preassigning Serial Numbers for a Transfer OrderExplains how to reserve serial numbers in advance for an item on a transfer order line.
  • Preassigning Serial Numbers for a JobExplains how to reserve serial numbers in advance for an item included in a job.
  • Preassigning Serial Numbers for a Co-jobExplains how to reserve serial numbers in advance for an item included in a co-job.
  • About "Intelligent" Lot and Serial NumbersDescribes building serial and lot number prefixes from variable elements such as date, site, or reference number, alongside fixed literal text.
  • Defining an Intelligent Serial Number PrefixSteps through defining a global or item-specific intelligent prefix used when generating serial numbers.
  • Selecting Existing Serial NumbersCovers specifying serial numbers when shipping, moving, returning, or writing off a serial-tracked item.
  • Examples of "Intelligent" Serial Number PrefixesShows sample serial numbers produced from job receipts and miscellaneous receipt entries using configured prefix rules.
  • Handling PO Returns for Serial Tracked ItemsCovers receiving or returning serialized items on a purchase order through the receiving form's serial numbers tab.
  • Tracking Serialized MaterialsTraces serial numbers across multiple job levels using either the Serial Numbers form or the Item Serial Numbers report.
  • Using the Serial Numbers Form to Track Serialized MaterialsUses an expandable tree view within the Serial Numbers screen to trace where a given serial number originated and moved.
  • Using the Item Serial Numbers Report to Track Serialized MaterialsRuns a report over a range of items and serial numbers, showing either summary or detailed source-transaction traceability.
  • Setting Up LotsCovers creating lot-tracked items, preassigning and tracing lot numbers, defining intelligent lot prefixes, splitting job lots, and managing revisions and expiration.
  • Creating Lot Tracked Inventory ItemsEnables lot tracking for an inventory item by selecting the Lot Track option at the item level.
  • Preassigning Lot NumbersLets planners reserve lot numbers in advance for purchase orders, transfer orders, jobs, or co-jobs so they are assigned automatically on receipt or completion.
  • Preassigning Lots for a Purchase OrderExplains how to reserve a lot number in advance for an item on a purchase order.
  • Preassigning Lots for a Transfer OrderExplains how to reserve a lot number in advance for an item on a transfer order line.
  • Preassigning Lots for a JobExplains how to reserve a lot number in advance for an item included in a job.
  • Preassigning Lots for a Co-jobExplains how to reserve a lot number in advance for an item included in a co-job.
  • Tracking Lot-Controlled MaterialsTraces lot numbers forward or backward across transactions and job levels using the Lots form or the Lot Traceability report.
  • Using the Lots Form to Track LotsUses an expandable tree view on the Lots form to trace where a given lot originated and moved.
  • Using the Lot Traceability Report to Track LotsRuns a report over a chosen span of items and lot codes, showing either summary or detailed source-transaction traceability.
  • Lot Traceability Report flowchartIllustrates, in flowchart form, the logic the Lot Traceability report follows to locate source information.
  • Defining an Intelligent Lot PrefixSteps through defining a global or item-specific intelligent prefix used when generating lot numbers.
  • Splitting Job Lots with Predefined Lots or SerialsCovers splitting a job that has preassigned lot or serial numbers into a new job using the dedicated lot-splitting screen.
  • About Revision Numbers on LotsExplains where the item revision associated with a lot is captured when the lot was created.
  • Lot Expiration ExamplesShows worked illustrations of how expiration dates on lots factor into MRP-driven planning.
  • Item Category Workbench OverviewBuilds a category and subcategory hierarchy so items can be browsed and searched through the customer and reseller self-service sites.
  • Creating the Item Category Hierarchy for Customer PortalAdds any number of categories and subcategories to the portal hierarchy once item categories already exist.
  • Removing Categories or Items from the Hierarchy for Customer PortalCovers removing categories, subcategories, or items from the portal item hierarchy.
  • 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.
  • About Cycle CountsCounts a subset of inventory items periodically, rather than the entire warehouse at once, and posts the results to keep on-hand records accurate.
  • Doing a Cycle CountPerforms a count limited to a single flagged item or a related set of items rather than the whole warehouse.
  • About Posting Cycle Count QuantitiesPosts the results of a completed cycle count to update on-hand quantities.
  • About Physical InventoriesRuns a full manual count of all inventory in a warehouse or location and reconciles it against the system's on-hand book quantities.
  • Performing a Physical InventoryManually counts all inventory for a chosen warehouse or location and records the resulting figures.
  • Freezing/Unfreezing InventoryLocks inventory to a freeze status during a physical count so items stay unavailable for transactions until the count finishes.
  • Example: End Tag NumberIllustrates how an end tag number is assigned during a physical inventory count.
  • Posting Physical Inventory QuantitiesPosts counted quantities from a physical inventory to update on-hand records and create related journal entries.
  • Calculations for Rebalancing Item Quantity Allocated to Production and WIPSynchronizes figures for quantity committed to manufacturing and work-in-process after a database utility upload leaves them out of balance.

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Item Price Requests5

Lets buyers solicit and compare item pricing from a group of vendors through the Vendor Portal, then apply the responses to purchasing documents.

Capabilities
  • About Item Price RequestsRequests pricing for a selected item from a pre-set roster of suppliers through the Vendor Portal, similar to soliciting bids.
  • Entering Item Price RequestsCreates a pricing inquiry by hand or generates one automatically, assigning it an identifying ID.
  • Copying Item Price Responses to a POCopies a vendor's item price response directly onto a purchase order.
  • Copying Item Price Responses to a PO RequisitionCopies a vendor's item price response directly onto a purchase order requisition.

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Managing Compliance4

Tracks hazardous or restricted materials and export-control requirements at the item level, including compliance programs and ITAR-related data.

Capabilities
  • About Item Compliance ProgramsDefines compliance programs for hazardous or restricted materials, assigns qualifying items to them, and checks a finished good's structure against program requirements.
  • Managing Item ComplianceSets up a compliance program, assigns the affected items, then verifies structural compliance for manufactured goods.
  • About Export ComplianceCaptures export-control data on an item's Trade Compliance tab to support items subject to International Traffic in Arms Regulations.

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Managing Customer Orders5

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.

Capabilities
  • 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.

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Costing Items33

Covers the full range of costing methods and processes, including setup, posting, analysis, and comparison of standard, average, LIFO, FIFO, and specific costing.

Highlights
  • Costing OverviewIntroduces costing methods that support planning, control, and business decisions across product lines.
  • Setting Up CostingCovers configuring each supported costing method, including average, LIFO/FIFO, specific, and standard costing.
  • Costing SetupRecommends settling on one unified costing approach for the company before switching on any costing functionality.
  • Average Costing SetupSteps through enabling average costing, including posting inventory-affecting transactions to the general ledger.
  • LIFO and FIFO Costing SetupSteps through turning on either the LIFO or FIFO method for valuing inventory costs.
All 32 capabilities
  • Costing OverviewIntroduces costing methods that support planning, control, and business decisions across product lines.
  • Setting Up CostingCovers configuring each supported costing method, including average, LIFO/FIFO, specific, and standard costing.
  • Costing SetupRecommends settling on one unified costing approach for the company before switching on any costing functionality.
  • Average Costing SetupSteps through enabling average costing, including posting inventory-affecting transactions to the general ledger.
  • LIFO and FIFO Costing SetupSteps through turning on either the LIFO or FIFO method for valuing inventory costs.
  • Specific Costing SetupSteps through switching on the specific-cost valuation method for inventory.
  • Standard Costing SetupSteps through enabling standard costing so inventory transactions are valued at a fixed standard cost.
  • Using the Item Costs FormExplains when to use the Item Costs screen instead of its warehouse-level counterpart, depending on whether warehouse costing is enabled.
  • Posting CostsSummarizes how costs post to the general ledger under each supported costing method.
  • About Posting - SummarySummarizes how cost postings work across the system.
  • About Posting - Average Cost MethodDescribes how postings are generated under the average cost method.
  • About Posting - LIFO and FIFO Cost MethodsDescribes how general ledger postings are generated under both the LIFO and FIFO valuation approaches.
  • About Posting - Standard Cost MethodDescribes how postings are generated under the standard cost method.
  • About Costing TypesExplains how each supported costing method values inventory, covering standard, average, FIFO, LIFO, specific, and purchase overhead costs.
  • About Standard CostingAssigns a fixed standard cost to each item that changes only through manual edits or a cost roll utility.
  • About the Average Costing MethodMaintains one continuously updated weighted-average cost per unit for an item as receipts occur.
  • About the FIFO Costing MethodIssues inventory at the oldest received cost first, maintaining a stack of unit costs and quantities by date.
  • About the LIFO Costing MethodIssues inventory at the most recently received cost first, consuming a stack of receipt costs as items are issued.
  • About Purchase Overhead CostsAdds a purchase overhead component, defined through product codes, to the cost of purchased items.
  • About the Specific Costing MethodTies an item's cost to the exact location-and-lot combination where it was received, issuing it at that specific cost.
  • Costing ExamplesProvides worked examples covering average costing, co-product and by-product costing, LIFO/FIFO stack behavior, and inter-entity transfer cost and profit markups.
  • Examples: Average CostingWalks through several worked examples of average costing calculations.
  • Example: Co-Product and By-Product CostingDemonstrates how costs for materials, labor, and machine time split across co-product operations when a mix's bill of material is generated.
  • How LIFO/FIFO Stacks Function When Using Item/Warehouse CostingShows how existing LIFO/FIFO cost stacks are proportionally split across warehouses when item/warehouse-level costing is turned on.
  • Entity 1 Site A to Entity 2 Site C:Cost and Profit MarkupWalks through a transfer between two entities where a markup is applied for both cost and profit.
  • Entity 1 Site A to Entity 3 Site D:Profit and Freight Cost Markup (Different Currency)Walks through a cross-border transfer between two entities that applies profit and freight markups along with a currency conversion.
  • Entity 2 Site C to Entity 1 Site A:Profit and Freight Cost MarkupWalks through the reverse-direction transfer between the same two entities, again applying cost and profit markups.
  • Costing AnalysisModels alternative costing scenarios, and rolls up and compares hypothetical costs, without changing costs already recorded in the system.
  • Costing Analysis OverviewIntroduces costing analysis as a way to test how changing variables would affect costs without altering live data.
  • Creating Costing AlternativesCreates a costing alternative record through the Costing Analysis Workbench for later rollup and comparison.
  • Rolling Up Costs for Costing AnalysisRecalculates new or changed item costs within a costing scenario whenever a rollup utility flags it as needed.
  • Comparing Costs for Costing AnalysisCompares a recalculated hypothetical cost record against an item's current or standard cost on the workbench's comparison tab.

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Defining Lead Time5

Defines fixed and variable lead times used by APS and MRP planning, including the lead time processor algorithm and lead time shifts.

Capabilities
  • Defining Lead Time for APS PlanningSets item-level lead time that APS uses to approximate how long procuring, manufacturing, or receiving that item takes.
  • Defining Lead Time for MRP PlanningSets item-level lead time that MRP uses to approximate how long procuring, manufacturing, or receiving that item takes.
  • About the Lead Time Processor AlgorithmCalculates both the fixed and variable portions of an item's lead time from the operation durations in its current routing.
  • Using Lead Time ShiftsApplies lead time shifts in APS so lead time accumulates against a defined work calendar rather than continuously around the clock.

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Working with ECNs9

Manages engineering change notices used to record and approve changes to items, operations, materials, and revisions.

Highlights
  • Engineering Change Notice StepsRecords engineering changes to inventory items, job orders, and estimates, then updates whatever operations and materials are affected.
  • Creating an Engineering Change Notice HeaderCreates a new engineering change notice header, including the requested date and other identifying data.
  • Creating an Engineering Change Notice Line ItemAdds line items to an engineering change notice, defining changes at the level of an operation, a material, or a material reference.
  • Approving an ECNApproves an engineering change notice at either the header level, when all lines share a status, or line by line when statuses differ.
  • Approving an ECN at the Item LevelChanges the status of individual ECN line items from their current status to Approved.
All 8 capabilities
  • Engineering Change Notice StepsRecords engineering changes to inventory items, job orders, and estimates, then updates whatever operations and materials are affected.
  • Creating an Engineering Change Notice HeaderCreates a new engineering change notice header, including the requested date and other identifying data.
  • Creating an Engineering Change Notice Line ItemAdds line items to an engineering change notice, defining changes at the level of an operation, a material, or a material reference.
  • Approving an ECNApproves an engineering change notice at either the header level, when all lines share a status, or line by line when statuses differ.
  • Approving an ECN at the Item LevelChanges the status of individual ECN line items from their current status to Approved.
  • Approving an ECN at the Header LevelChanges the status of a range of engineering change notices to Approved at the header level.
  • Posting an Engineering Change NoticePosts an approved engineering change notice so its changes take effect.
  • Changing or Creating an Item RevisionCreates or changes an item's revision number, specifying the item and the new revision value.

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Vendor Consignment Inventory Setup4

Covers setting up and managing inventory a company owns but stores at a vendor's warehouse.

Capabilities
  • Perform General Setup, Vendor Consignment Inventory SetupConfigures warehouses to support vendor consignment inventory, including cost-at-warehouse settings.
  • Define Replenishment Needs at the Consignment WarehouseReviews usage and replenishment recommendations for inventory consigned from a vendor.
  • Manage Inventory at the Vendor Consignment WarehouseLogs shipments to and returns from a vendor's consignment warehouse.

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Using MRP and APS30

Covers both MRP and Advanced Planning and Scheduling engines, including forecasting, exception handling, and comparing the two planning modes.

Highlights
  • APS OverviewGenerates real-time completion projections by comparing all current demand against inventory, job schedules, forecasts, and purchase order due dates.
  • APS StepsGroups APS planning work into three buckets: getting it running the first time, keeping it running, and day-to-day use.
  • APS: Initial Setup StepsCovers the initial configuration steps for APS planning, some of which recur periodically.
  • APS: Periodic Maintenance TasksDescribes ongoing maintenance tasks required to keep APS planning running correctly.
  • APS: Routine ProceduresDescribes the day-to-day procedures involved in running APS planning.
All 29 capabilities
  • APS OverviewGenerates real-time completion projections by comparing all current demand against inventory, job schedules, forecasts, and purchase order due dates.
  • APS StepsGroups APS planning work into three buckets: getting it running the first time, keeping it running, and day-to-day use.
  • APS: Initial Setup StepsCovers the initial configuration steps for APS planning, some of which recur periodically.
  • APS: Periodic Maintenance TasksDescribes ongoing maintenance tasks required to keep APS planning running correctly.
  • APS: Routine ProceduresDescribes the day-to-day procedures involved in running APS planning.
  • MRP OverviewPlans requirements level by level in the bill of material, starting with end items and backward-planning each requirement in turn.
  • MRP StepsLinks to the initial setup, periodic maintenance, and routine tasks involved in MRP planning.
  • MRP: Initial Setup StepsCovers the initial configuration steps needed before MRP planning can run.
  • MRP: Periodic Maintenance TasksDescribes ongoing maintenance tasks required to keep MRP planning running correctly.
  • MRP: Routine ProceduresDescribes the routine tasks involved in running MRP planning, including scheduling them to run overnight.
  • Forecasting OverviewProjects future item requirements from past usage and sales predictions, then nets them against existing demand such as customer orders.
  • About Exception MessagesFlags discrepancies found by APS, MRP, and the MPS processor and suggests a corrective action for each one.
  • Comparing Planning ModesCompares the three available planning modes side by side.
  • Interpreting the Exceptions ReportExplains how to read both the detail and summary views produced when the exceptions report runs.
  • MRP PlanningCovers running and troubleshooting MRP planning, including switching from APS mode and how MRP times plan materials against operation starts.
  • Differences in MRP from PROGRESS to SQL VersionsLists the functional differences in MRP behavior between the legacy PROGRESS version and the SQL version.
  • Switching from APS Mode to MRP ModeSteps through switching a system that has been running APS planning over to MRP planning instead.
  • Running MRP PlanningRuns MRP planning, recommended only when no other users are saving changes to records in the plan, optionally on a recurring schedule.
  • Troubleshooting MRPDiagnoses and resolves error messages that can surface while MRP planning executes or during related activities.
  • MRP Processing of Plan Materials at Operation StartExplains that generated planned orders always schedule their materials to be needed at a job's opening operation.
  • APS PlanningCovers APS-specific planning behavior, including global planning, blocked demands, incremental planning, job dates, pull planning, and alternate materials.
  • About Global PlanningExplains the difference between single-site and global APS planning modes and how the plan sequence is determined across sites.
  • About ATP/CTP Input DatesExplains the different input dates APS uses to calculate a transaction's projected availability date.
  • About Blocked DemandsExplains how APS handles a demand it projects will be late by push-planning it forward to the earliest possible date.
  • About Incremental Planning and ATP/CTPExplains how APS defers applying data changes to the plan until the next planning run, and how that affects ATP/CTP results in the meantime.
  • About Job DatesExplains how a job order's start and end dates are calculated or entered, regardless of how the job was created.
  • About Pull PlanningBackward-plans a requirement starting from when it is needed, searching operation by operation for available supply, stock, or resources.
  • Using Alternate Materials in a Bill of MaterialLets an operation switch to one of several backup materials whenever the standard component cannot arrive in time to meet the due date.
  • Example: Setting Up a Bill of Material with Alternate MaterialsShows a worked example of a bill of material where several items serve as alternates for a primary material.

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Using Master Production Schedules5

Covers building and running a master production schedule to protect key items from fluctuations in order-based demand.

Capabilities
  • Using a Master Production ScheduleManually builds an anticipated production schedule for key items to shield them from swings in forecast and order demand.
  • Creating MPS Receipts ManuallyAdds a receipt by hand to the master schedule using its dedicated entry screen.
  • Firming MPS OrdersConverts scheduled receipts into either jobs or production schedules, depending on the item's production type setting.
  • Running the MPS ProcessorChecks demand for an item against existing jobs, schedules, and purchase orders, flagging any exceptions found.

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Using the Material Planner Workbench6

Provides an alternative to MRP or APS for generating supply orders, plus tools for replenishment rules, source rules, and cross-referencing demand to supply.

Capabilities
  • Material Planner Workbench OverviewGenerates planned supply orders across all warehouses and the full plan horizon without running MRP or APS.
  • Generating Data for the Material Planner WorkbenchPopulates the Material Planner Workbench with planned supply orders through a dedicated generation form.
  • About Replenishment OrdersDetermines how each item gets replenished in the workbench view using preassigned purchase order, schedule, or transfer references.
  • Creating Source Rules for Planned OrdersSets rules to automatically split a planned purchase order for an item or product code across multiple vendors by percentage.
  • Cross-Referencing a Range of Line ItemsHard-pegs a batch of requirement lines to their matching supply lines in one pass using the pegging tool.

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Working with Planned Orders11

Covers controlling, consolidating, and firming planned orders into purchase orders, job orders, production schedules, or intra-site transfers.

Highlights
  • Controlling Planned Order CreationUses parameters to limit the number of excess planned orders APS creates while still meeting current demand.
  • Consolidating Planned OrdersCombines individual planned orders into larger, more manageable increments using parameters set at the planning and item level.
  • Firming Planned OrdersConverts a planned order into a purchase order, requisition, job order, production schedule, or transfer order depending on item settings.
  • Firming Planned Orders into Job OrdersConverts a selected planned order into a job order when the item is manufactured with a job production type.
  • Firming a Planned Order into a Production ScheduleConverts a selected planned order into a production schedule when the item is manufactured with a production-schedule type.
All 10 capabilities
  • Controlling Planned Order CreationUses parameters to limit the number of excess planned orders APS creates while still meeting current demand.
  • Consolidating Planned OrdersCombines individual planned orders into larger, more manageable increments using parameters set at the planning and item level.
  • Firming Planned OrdersConverts a planned order into a purchase order, requisition, job order, production schedule, or transfer order depending on item settings.
  • Firming Planned Orders into Job OrdersConverts a selected planned order into a job order when the item is manufactured with a job production type.
  • Firming a Planned Order into a Production ScheduleConverts a selected planned order into a production schedule when the item is manufactured with a production-schedule type.
  • Firming Planned Orders into a Purchase OrderConverts a selected planned order into a purchase order when the item is purchased and requisitions are not required.
  • Working with Intra-Site TransfersSets up and reviews planned transfers of material between warehouses within the same site, including firming them into transfer orders.
  • About Intra-Site TransfersFactors in the travel time between a site's manufacturing and distribution warehouses when APS or MRP builds its forecast plan.
  • Intra-Site Transfer Setup, Planning, and ReviewConfigures warehouses and related settings so travel time between locations is included whenever the planning engines build a forecast.
  • Firming Planned Intra-Site Transfer OrdersConverts a proposed within-site material move, flagged with a TPLN reference, into a confirmed transfer order.

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About the Planner14

Explains how the Planner compares an order against the long-term shop-floor plan to project real-time completion dates, covering its database, lead-time, lot-size, safety-stock, and resource-availability logic.

Highlights
  • Defining item lead timesBuilds a purchased item's overall lead time out of its fixed, variable, and expedited components.
  • Standard lead timeRecords an item's baseline fixed and variable lead-time figures in the MATL table's FLEADTIME and VLEADTIME fields, independent of order size.
  • Expedited lead timeFalls back to a shorter, expedited lead time if the initial pull-planning pass using standard lead time fails.
  • Using item acquisition schedulesRestricts when lead time can apply during push or pull planning, such as limiting it to business days, using a defined acquisition schedule assigned to specific items.
  • Defining the acquisition scheduleRepresents an acquisition schedule as its own shift record, with start and end fields that define its interval independent of resource shifts.
All 14 capabilities
  • Defining item lead timesBuilds a purchased item's overall lead time out of its fixed, variable, and expedited components.
  • Standard lead timeRecords an item's baseline fixed and variable lead-time figures in the MATL table's FLEADTIME and VLEADTIME fields, independent of order size.
  • Expedited lead timeFalls back to a shorter, expedited lead time if the initial pull-planning pass using standard lead time fails.
  • Using item acquisition schedulesRestricts when lead time can apply during push or pull planning, such as limiting it to business days, using a defined acquisition schedule assigned to specific items.
  • Defining the acquisition scheduleRepresents an acquisition schedule as its own shift record, with start and end fields that define its interval independent of resource shifts.
  • Assigning the acquisition schedule to an itemAssigns an acquisition schedule to an item by linking it to the schedule's shift ID.
  • Defining a time fence for inventory/supply usageProtects inventory and supply for near-term orders by defining a time fence that later-dated demand cannot consume within, controlled through planning passes and optional trace logging.
  • Planning passesSteps through several passes that each treat the time fence differently, beginning with a backward plan anchored to the order's due date.
  • Enforcing the time fence at the expense of the due dateDisables a planning pass so the time fence always takes precedence over meeting the due date, when preserving inventory matters more.
  • Time fence messagesWrites a trace entry every time the fence keeps inventory or supply reserved, provided detailed logging has been switched on.
  • Using minimum and maximum lot sizesConstrains a manufactured item's production run to minimum, maximum, and multiple lot sizes, plus the earliest time planning can start a new order.
  • Using maximum order lot sizeCaps a manufactured end item's production run at a maximum lot size, not applied to its components.
  • Using order minimum/multipleSets a manufactured item's minimum production lot size and the multiple its run quantities must round to.
  • Defining the earliest start time for planning an orderFixes the soonest moment the Planner is allowed to begin working a brand-new order.

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Working with Transfer Orders27

Covers creating, shipping, receiving, and costing transfer orders that move material between warehouses, sites, or entities, including multi-site transfers.

Highlights
  • Transfer Orders OverviewUses order headers together with their line entries to control larger, more formal movements of material between locations.
  • Transfer Orders StepsTracks stock moving from one warehouse to another by building a header and its associated lines.
  • About Currency Conversions for Transfer OrdersApplies an exchange rate to a transfer order based on the destination site's buy rate, set through inter-site parameters.
  • About Push/Pull TransactionsDescribes push and pull transaction behavior for transfer orders.
  • About Transfer Order CostingValues material moved between warehouses, sites, or entities through transfer orders, whether costs match or differ across the transfer.
All 26 capabilities
  • Transfer Orders OverviewUses order headers together with their line entries to control larger, more formal movements of material between locations.
  • Transfer Orders StepsTracks stock moving from one warehouse to another by building a header and its associated lines.
  • About Currency Conversions for Transfer OrdersApplies an exchange rate to a transfer order based on the destination site's buy rate, set through inter-site parameters.
  • About Push/Pull TransactionsDescribes push and pull transaction behavior for transfer orders.
  • About Transfer Order CostingValues material moved between warehouses, sites, or entities through transfer orders, whether costs match or differ across the transfer.
  • Example: Warehouse To Warehouse, Different CostIllustrates, in table form, a move between two warehouses where the origin and destination valuations differ.
  • Example: Warehouse To Warehouse, Same CostIllustrates, in table form, a move between two warehouses where the origin and destination valuations match.
  • Receiving a Transfer OrderCovers the available methods for receiving a transfer order, manually or through a receiving list.
  • Manually Receiving a Transfer OrderReceives a transfer order manually, filtering the displayed line items as needed.
  • Using the Transfer Order Receiving ListProcesses a batch of incoming transfers in bulk through a dedicated receiving report.
  • Shipping a Transfer OrderCovers the available methods for shipping a transfer order, manually, via a pick list, or through a combined ship/receive process.
  • Manually Shipping a Transfer OrderShips a transfer order manually, filtering the displayed line items as needed.
  • Using the Transfer Order Ship Pick ListGenerates a pick list for shipping a range of transfer orders.
  • Using the Combined Transfer Order Ship/ReceiveGenerates the accounting entries for both sides of a move, the shipment and the receipt, in a single pass.
  • Calculating Unit Price for Inter-Entity Transfer OrdersDerives the unit price on a transfer line whenever the posting method configured for the two locations calls for inter-entity pricing.
  • Using the Delete Transfer Order Line Item Log Entries UtilityPurges historical activity log records tied to transfer order lines for a specified date range.
  • Using Multi-Site Transfer OrdersCovers costing, lot and serial tracking, receiving, and loss handling for transfer orders that span multiple sites.
  • Multi-Site Transfer Orders InformationIntroduces how multi-site transfer orders work across sites.
  • About Multi-Site Transfer Order CostingDescribes how costs are handled for transfers made between warehouses, sites within the same entity, or sites across different entities.
  • About Multi-Site Transfer Order Lot TrackingDetermines how lot tracking is processed on a multi-site transfer based on which site holds the FOB designation.
  • Example: Multi-Site Transfer Order Lot Tracking at From Site OnlyShows an example of lot tracking applied only at the originating site of a multi-site transfer.
  • Example: Multi-Site Transfer Order Lot Tracking at To Site OnlyShows an example of lot tracking applied only at the destination site of a multi-site transfer.
  • Example: Multi-Site Transfer Order Lot Tracking at Both SitesShows an example of lot tracking applied at both the origin and destination sites of a multi-site transfer.
  • About Multi-Site Transfer Order ReceivingDescribes how receiving works when a transfer spans more than one site.
  • About Multi-Site Transfer Order Serial Number TrackingWalks through a scenario involving serial-tracked goods moving between warehouses at different sites.
  • About Multi-Warehouse Transfer Order LossWalks through how a loss is recorded when it occurs during a transfer spanning multiple warehouses.

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Processing Returns and Replacements14

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 6 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.

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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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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.

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Defining Routings and Bills of Material10

Covers building, importing, copying, and exporting routings and bills of material, including integration with external PLM systems.

Highlights
  • BOM Bulk Import Forms OverviewIntroduces the forms used to integrate bills of material between the system and Infor PLM Discrete.
  • Using the BOM Bulk Import UtilityProcesses XML files containing full bills of material and loads each one into the current routing and BOM for its top-level item.
  • Using the BOM Import BuilderPulls a bill of material in from an outside system, such as Infor PLM Discrete, then lets operations be appended to it.
  • Copying Routings/BOMsBuilds a fresh routing and BOM by duplicating one already defined for another item, job, estimate, or production schedule entry.
  • Copying Routings/BOMs with the Copy Routing/BOM or Engineering WorkbenchDuplicates any routing or bill of material type using the dedicated copy screen or the Engineering Workbench's copy button.
All 9 capabilities
  • BOM Bulk Import Forms OverviewIntroduces the forms used to integrate bills of material between the system and Infor PLM Discrete.
  • Using the BOM Bulk Import UtilityProcesses XML files containing full bills of material and loads each one into the current routing and BOM for its top-level item.
  • Using the BOM Import BuilderPulls a bill of material in from an outside system, such as Infor PLM Discrete, then lets operations be appended to it.
  • Copying Routings/BOMsBuilds a fresh routing and BOM by duplicating one already defined for another item, job, estimate, or production schedule entry.
  • Copying Routings/BOMs with the Copy Routing/BOM or Engineering WorkbenchDuplicates any routing or bill of material type using the dedicated copy screen or the Engineering Workbench's copy button.
  • Copying Routings/BOMs with the Job Orders or Estimate Job Orders FormsBuilds a fresh job or estimate routing directly from an item's active routing without leaving the Job Orders or Estimate Job Orders screen.
  • How Alternate Materials Are CopiedExplains how alternate materials are handled when a current routing or bill of material is copied under APS planning.
  • Exporting a Bill of Material Structure to an XML DocumentExports a chosen bill of material type, such as current, standard, estimate job, or job BOM, to an XML document.
  • Making manual changes to BOMs controlled by external applicationsExplains how to preserve hand-made bill-of-material edits so an outside system, such as PLM Accelerate, doesn't overwrite them on its next update.

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Setting Up Work Shifts6

Defines the work week, shift exceptions, and overrun handling used by MRP, APS, and the Scheduler.

Capabilities
  • Defining the Work WeekSets up the work-week calendar and shift ID that the Scheduler, MRP, and APS all reference.
  • Defining Shift ExceptionsSets exceptions to standard shift patterns for APS and the Scheduler to handle special situations.
  • Shift Exception ExamplesShows worked examples of shift exceptions.
  • Handling Shift OverrunLets an operation incapable of pausing mid-run continue past shift end so it finishes before the resource clocks off.
  • How "Must Complete" and "Allow Overrun" Affect Resource Allocation DecisionsIllustrates how the Must Complete and Allow Overrun settings shape which resource-allocation choice the engine makes.

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Plants4

Defines plants, the manufacturing location tied to a site's manufacturing warehouse, and sets default plant and warehouse assignments.

Capabilities
  • About PlantsDefines a plant as the manufacturing location paired with a site's manufacturing warehouse, with only one plant allowed per site.
  • Creating PlantsCreates a new plant, specifying its description and manufacturing warehouse.
  • Changing the Default Plant and WarehouseChanges the default plant and warehouse assigned to the system.

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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.

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Defining Resources7

Models personnel, machines, and equipment as resources so APS and the Scheduler can plan and constrain activity against their availability and capacity.

Highlights
  • Resources OverviewModels personnel, machines, and equipment as resources so APS and the Scheduler can plan against accurate availability and capacity.
  • Handling Resource Reallocation During InterruptionsReallocates a resource when the Scheduler's normal progression from one operation to the next is interrupted.
  • Deleting Indirect Labor CodesRemoves an indirect labor code once all job transactions tied to it have been posted and purged.
  • Optimizing Resource Selection in the SchedulerApplies selection rules that speed up how quickly a queue of resource requests gets processed.
  • About Infinite Resource CapacityLets a resource work on unlimited operations at once under Infinite APS planning mode.
All 6 capabilities
  • Resources OverviewModels personnel, machines, and equipment as resources so APS and the Scheduler can plan against accurate availability and capacity.
  • Handling Resource Reallocation During InterruptionsReallocates a resource when the Scheduler's normal progression from one operation to the next is interrupted.
  • Deleting Indirect Labor CodesRemoves an indirect labor code once all job transactions tied to it have been posted and purged.
  • Optimizing Resource Selection in the SchedulerApplies selection rules that speed up how quickly a queue of resource requests gets processed.
  • About Infinite Resource CapacityLets a resource work on unlimited operations at once under Infinite APS planning mode.
  • Viewing Resource Utilization RecordsDisplays resource load over a chosen time period and utilization threshold.

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Defining Work Centers4

Defines work centers for capturing labor and overhead costs and groups them into departments and shared locations.

Capabilities
  • Work Centers OverviewUses work centers purely to capture cost, optionally referencing a resource group for scheduling defaults without a direct link between the two.
  • Creating a DepartmentGroups related work centers together so labor overhead and direct labor costs can be applied at a department level.
  • Setting Up Multiple Locations/Common Work CenterAssigns more than one physical location to a single work center so items stored differently can still be assembled at a shared point.

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Using Jobs39

Covers the full job lifecycle, from creation and release through material issuing, outside processing, shop floor execution, co-products, and job costs.

Highlights
  • Job StepsTracks a manufacturing work order's labor, materials, machine time, cost, scrap, unfinished stock, and completed output.
  • Creating JobsCovers creating estimate jobs and cross-referencing job materials to existing jobs, requisitions, purchase orders, or transfer orders.
  • Creating an Estimate JobCreates a quoting-only job that captures quantity and completion data without appearing on real shop floor schedules.
  • Cross-referencing a Job Material to a JobLinks a job material record to a job already in the system, or spins up a new one, from the Job Materials screen.
  • Cross-Referencing a Job Material to a PO RequisitionLinks a job material record to a purchasing requisition from the Job Materials screen.
All 38 capabilities
  • Job StepsTracks a manufacturing work order's labor, materials, machine time, cost, scrap, unfinished stock, and completed output.
  • Creating JobsCovers creating estimate jobs and cross-referencing job materials to existing jobs, requisitions, purchase orders, or transfer orders.
  • Creating an Estimate JobCreates a quoting-only job that captures quantity and completion data without appearing on real shop floor schedules.
  • Cross-referencing a Job Material to a JobLinks a job material record to a job already in the system, or spins up a new one, from the Job Materials screen.
  • Cross-Referencing a Job Material to a PO RequisitionLinks a job material record to a purchasing requisition from the Job Materials screen.
  • Cross-Referencing a Job Material to a Purchase OrderLinks a job material record directly to a purchase order from the Job Materials screen.
  • Cross-referencing a Job Material to a Transfer OrderLinks a job material record to a transfer order already in the system, or spins up a new one, from the Job Materials screen.
  • About Job DatesExplains how a job order's start and end dates are calculated or entered, regardless of how the job was created.
  • Releasing and Scheduling the JobCovers releasing a job and scheduling it once released.
  • Releasing a JobDescribes the available ways to release a job.
  • Scheduling a Job OrderAutomatically schedules job orders with Released status when the scheduling activity runs.
  • Issuing Materials to the JobCovers issuing required materials to a job order, moving purchased items into a job operation, and filtering job material records.
  • Issuing Materials to a Job OrderReleases the stock needed by a job order using one of the available issue methods.
  • Moving Purchased Items from a PO into a Job OperationShifts bought items from an order onto a job step, or transfers finished goods, using a dedicated posting screen.
  • Filtering Job Materials RecordsFilters a job's material list to find a specific material when the job includes hundreds or thousands of entries.
  • Sending Job Materials Outside for ProcessingCovers Outside Process Management, used to track and ship job materials to a vendor for plating, finishing, painting, or similar services.
  • About Outside Process ManagementTracks and dispatches materials from a standard job to a supplier that performs plating, finishing, painting, or a similar outside service.
  • Setting Up and Using Outside Process Management (OPM)Walks through initial parameter setup and job operation configuration needed to use Outside Process Management.
  • Setting Initial Parameters for Outside Process Management (OPM)Turns on Outside Process Management and sets the PO cross-reference method within the shop floor configuration screen.
  • Outside Process Management: Single Line ExampleShows a case where a single purchase order line is generated matching the full amount released for the job.
  • Outside Process Management: Multiple Line ExampleShows an example where a separate purchase order line is created for each posted job transaction.
  • Processing the Job on the Shop FloorCovers picking materials, entering job transactions, reviewing posted transaction calculations, and printing job paperwork.
  • Creating a Job Pick ListSelects materials for pulling and reserving against a specific job, skipping lot- or serial-tracked stock, which must be posted separately.
  • Entering Job TransactionsRecords the setup, material issue, run, and completion activity of a job order, including moving finished goods to inventory.
  • About Posted Job Transaction CalculationsExplains the order in which unposted job transactions are sorted and processed, with job-closing transactions processed last.
  • Printing the Job PacketPrints the paperwork that accompanies a job through production, including a job header summary.
  • Using Co-products and By-productsCovers creating jobs that produce a co-product mix and managing cost distribution and validation across the mix.
  • About Co-Products and By-ProductsRuns jobs that yield a group of items together as what the system calls a co-product mix, instead of just one output.
  • Co-Product Mix Distribution FormulaApplies formulas to calculate how material, labor, and machine costs are distributed across a co-product mix.
  • About Co-Product Mix ValidationChecks a mix definition, or the mix tied to a specific job, against several required attributes before allowing it.
  • Changing the Cost Distribution for a Co-Product MixAdjusts how cost is split across a mix's operations from the operations screen dedicated to co-product mixes.
  • Creating a Co-Product Job OrderBuilds a job that yields several co-products or, alternatively, by-products, managed either from the standard job screen's dedicated tab or a separate form.
  • Selecting a Preferred Co-Product Mix for an ItemSets which mix an item defaults to on the Controls tab of the Items screen.
  • About Job CostsCovers work-in-process cost buckets, recovering costs from accidentally closed jobs, planned cost figures, and how scrap affects job cost.
  • About Job WIP CostsMaintains two running work-in-process totals per job, one overall and one for completed portions, each split by material, labor, overhead, and outside cost.
  • Recovering WIP Costs for a Job Closed AccidentallyWrites off in-process costs to inventory adjustment or variance accounts when a job is closed by accident.
  • About Planned Costs on a JobDescribes the cost figures that make up planned cost on job costing reports.
  • How Scrap Affects Job CostDetermines how a scrapped quantity entered on a transaction hits job costing, which varies by whether the item uses actual or standard cost.

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Using Production Schedules15

Covers building, releasing, and processing production schedules, a simplified blanket-order alternative to individual job orders.

Highlights
  • Production Schedules OverviewAuthorizes and releases production through a blanket job order known as a production schedule, sometimes called work-orderless production.
  • Production Schedule StepsRecords manufacturing that is continuous or flow-driven rather than order-by-order, flagging obsolete or slow-moving items along the way.
  • Creating the Production ScheduleCovers creating a production schedule header or building one by copying an existing production schedule.
  • Creating a Production Schedule HeaderCreates a new production schedule to track continuous production runs using similar manufacturing processes.
  • Copying from Another Production ScheduleDuplicates an existing schedule and its releases into a fresh record with Planned status.
All 14 capabilities
  • Production Schedules OverviewAuthorizes and releases production through a blanket job order known as a production schedule, sometimes called work-orderless production.
  • Production Schedule StepsRecords manufacturing that is continuous or flow-driven rather than order-by-order, flagging obsolete or slow-moving items along the way.
  • Creating the Production ScheduleCovers creating a production schedule header or building one by copying an existing production schedule.
  • Creating a Production Schedule HeaderCreates a new production schedule to track continuous production runs using similar manufacturing processes.
  • Copying from Another Production ScheduleDuplicates an existing schedule and its releases into a fresh record with Planned status.
  • Adding Items and ReleasesCovers adding finished-goods items to a production schedule and entering the releases that schedule their production.
  • Entering Production Schedule ItemsAdds the completed-goods items that a given production schedule is set up to produce.
  • Entering Production Schedule ReleasesCreates the release schedule specifying the quantity of each finished-goods item planned for production on a given day.
  • Adding a Production Schedule Release ManuallyCreates a release by hand from the screen used to manage a production schedule's items.
  • Mass-generating Production Schedule ReleasesMass-generates production schedule releases for an item using the rate-based generation form.
  • Processing the Production Schedule on the Shop FloorCovers recording completion and scrap transactions against a production schedule and updating its status.
  • Creating Production Schedule TransactionsRecords finished goods and scrapped inventory against a production schedule using dedicated complete and scrap transaction forms.
  • About Production Schedule Posted TransactionsAutomatically updates a production schedule's completed or scrapped quantities when its transactions are posted.
  • Updating the Production Schedule StatusUpdates the status of a production schedule or its individual items, cascading changes as appropriate.

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Scheduling Shop Floor Activity40

Covers running and customizing the Scheduler, including batching, operation setup, output analysis, and writing custom scheduling rules.

Highlights
  • Scheduling OverviewCalculates dates and times for near-term manufacturing orders over a chosen horizon, typically run daily.
  • Scheduling StepsLists the typical steps for using the Scheduler, starting with entering production data such as items, routings, shifts, and resources.
  • How Event-based Scheduling WorksSimulates production activity event by event, advancing to each point in time where a scheduling event occurs.
  • Using Scheduler RulesCovers the three categories of logic the engine relies on when deciding which resource handles an operation.
  • Scheduler BatchingGroups different items from different jobs into a shared processing batch, such as an oven or paint booth run, before returning each job to its own routing.
All 39 capabilities
  • Scheduling OverviewCalculates dates and times for near-term manufacturing orders over a chosen horizon, typically run daily.
  • Scheduling StepsLists the typical steps for using the Scheduler, starting with entering production data such as items, routings, shifts, and resources.
  • How Event-based Scheduling WorksSimulates production activity event by event, advancing to each point in time where a scheduling event occurs.
  • Using Scheduler RulesCovers the three categories of logic the engine relies on when deciding which resource handles an operation.
  • Scheduler BatchingGroups different items from different jobs into a shared processing batch, such as an oven or paint booth run, before returning each job to its own routing.
  • Scheduling OperationsCovers operation setup, overlapping and splitting, outside operations, resequencing, and priority settings for scheduled work.
  • About Operation SetupCovers how run time, setup time, and setup matrices factor into an operation's scheduled duration.
  • About Operation Run Time - Planning and SchedulingCalculates operation duration from four components: preparation, processing, movement, and completion time.
  • Operation Setup Time OverviewFactors in the portion of an operation spent readying a resource, such as tooling or proofing, as part of its scheduled length.
  • Example: Setup TimeWalks through how changeover time gets applied across three separate operations, each making a different item.
  • Setup Matrix: Item Basis ExampleShows a worked example of a setup matrix defined by item-to-item changeover times.
  • Setup Matrix: Setup Group Basis ExampleShows a worked example of a setup matrix defined by changeover times between setup groups.
  • Setup Matrix: Resource Group Basis ExampleShows a worked changeover-time table built at the resource-group level.
  • About Operation Overlapping and SplittingCovers overlapping successive operations and splitting a load across multiple resources to shorten scheduled time.
  • Defining Overlapping OperationsAllows an operation's start time to overlap the previous operation's start, enabling parallel processing across operations.
  • Overlapping Operation Processing - SchedulerBreaks a job with overlapping steps into smaller loads so the next resource can start before the prior step fully wraps up.
  • Example: Overlapping OperationsIllustrates an overlapping-operation scenario across several resource groups, each staffed by a single on-shift resource.
  • Splitting a Job Across ResourcesSplits a single operation's load into smaller loads so multiple resources can work on it at once.
  • Defining Offset HoursSets how many hours of processing on the prior step must finish before the current one can begin.
  • Creating Outside OperationsCaptures the status of work performed off the shop floor through special steps needed for accurate APS and scheduling.
  • Calculating Duration for Outside OperationsDerives an outside step's run length from posted time and quantity when the linked-PO approach isn't in use.
  • Resequencing Scheduled Jobs and OperationsReorders queued jobs and steps for one resource, or an entire resource group, after rerunning the scheduling activity.
  • About Global Priority Settings: Due Date vs. Critical RatioRanks jobs either by a critical-ratio calculation or by how many days remain before they're due.
  • Analyzing Scheduling OutputCovers reviewing Scheduler output graphically and statistically, including Gantt chart views for Windows and web clients.
  • Analyzing Scheduler OutputPresents run results as graphs and reports covering both overall system performance and individual component behavior.
  • Using the Resource Gantt Chart on a Windows ClientSelects resources and display options for the Resource Gantt Chart when running on a Windows client.
  • Analyzing and Adjusting Resource Gantt Chart Data (Windows Client)Reviews and adjusts the Gantt chart, which shows one row per selected resource, on the Windows client.
  • Using the Resource Gantt Chart on a Web ClientSelects resources and display options for the Resource Gantt Chart when running on a web client.
  • Analyzing and Adjusting Resource Gantt Chart Data (Web Client)Reviews and adjusts the Gantt chart, which shows one row per selected resource, on the web client.
  • Manually Adjusting the Resource Gantt ChartManually adjusts Gantt chart bars on the Windows client version of the Resource Gantt Chart form.
  • Customizing Scheduling RulesCovers writing and compiling custom logic for scheduler, job release, resource allocation, and batch rules.
  • Writing a Custom Scheduler RuleWrites custom C++ functions to fill user-defined positions within the Scheduler's built-in rule sequences.
  • Scheduler User-Callable Function NamesCatalogs the callable helper functions available for tailoring engine behavior in custom code.
  • Writing Custom Job Release RulesWrites logic that orders jobs sharing an identical release timestamp.
  • Writing Custom Resource Allocation RulesWrites a custom rule to decide which resources within a group the Scheduler selects, including during reallocation.
  • Compiling and Linking Custom Scheduler RulesCompiles and links custom Scheduler rule code using Microsoft Visual C++.
  • Writing Custom Batch Override RulesWrites a custom rule to determine whether a forming batch should release before reaching its minimum quantity.
  • Writing Custom Batch Release RulesWrites logic that sets how much quantity an arriving job contributes toward a batch still forming.
  • Writing Custom Batch Separation RulesWrites logic that decides how incoming jobs get split into distinct batches.

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Recording Status of Shop Floor Activity15

Covers recording shop floor transactions, backflushing, end-of-period costing, backflush reporting, and reversing job transactions.

Highlights
  • About Shop Floor TransactionsSupports period-based costing by recording production schedule and JIT transactions against work centers rather than specific jobs.
  • About BackflushingAutomatically issues materials or records machine and labor hours based on an item's routing, minimizing manual transaction entry.
  • Example: BackflushingDemonstrates how default backflush locations are sourced for a job under a given setup.
  • About Backflushing and Control PointsUses control points on operations to reduce manual entries by defining which operations trigger production reporting.
  • About Backflushing Labor and Machine HoursSets the Backflush field on operations to automatically capture labor and machine hours, with the default sourced from the work center.
All 14 capabilities
  • About Shop Floor TransactionsSupports period-based costing by recording production schedule and JIT transactions against work centers rather than specific jobs.
  • About BackflushingAutomatically issues materials or records machine and labor hours based on an item's routing, minimizing manual transaction entry.
  • Example: BackflushingDemonstrates how default backflush locations are sourced for a job under a given setup.
  • About Backflushing and Control PointsUses control points on operations to reduce manual entries by defining which operations trigger production reporting.
  • About Backflushing Labor and Machine HoursSets the Backflush field on operations to automatically capture labor and machine hours, with the default sourced from the work center.
  • Examples: Backflushing and Control PointsIllustrates how a control point operation causes a posted completion quantity to be assumed complete for upstream operations.
  • About Backflushing MaterialsSets multiple backflush locations at the material level so the same item can be manufactured on different lines with different source locations.
  • About End of Period CostingBases earned costs on an item's standard routing, accumulating only as production schedule and JIT quantities are completed.
  • Example 1: Actual Materials, Labor and Machine Hours - CostingIllustrates the accounting transactions recorded for inside labor.
  • Example 2: Scrap Transactions - CostingIllustrates how scrap transactions are recorded differently from standard production schedule completions.
  • Example 3: Earned Materials Labor and Machine Hours - CostingIllustrates how earned hours and costs are calculated from the standard routing and moved to inventory at rolled cost.
  • Example 4: Accounting (Labor Usage for WC)Illustrates how labor usage and rate variances are calculated from actual versus earned hours and cost.
  • About Reports For BackflushingProduces a printed material requirement list for a job, optionally posting issue transactions automatically instead of by hand.
  • Reversing a Job TransactionCorrects a wrongly posted transaction by entering a matching one with the figures reversed to negative.

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Production Hub5

Gives a unified view for monitoring and analyzing shop floor activity, including equipment effectiveness, job efficiency, summary metrics, and a job calendar.

Capabilities
  • Machine OEEDisplays Overall Equipment Effectiveness data for each shop floor resource group over a selectable date range.
  • Operations EfficiencyDisplays job efficiency data for every job on the shop floor over a selectable date range.
  • SummaryPresents clickable summary matrices of shop floor activity that expand into detailed grid views.
  • Job CalendarDisplays jobs on a calendar by their scheduled dates, with filters for jobs to release and other statuses.

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New Product Development3

Manages the lifecycle of a new item from concept through production, combining material status controls with dedicated NPD codes and item settings.

Capabilities
  • Setting Up NPD CodesSets up codes representing a project or category so new items can be tied to a specific development initiative.
  • Defining NPD ItemsLinks an item to its development program on the dedicated NPD detail screen.

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IP Rework4

Tracks and manages in-process rework during production, capturing the reason, work center, and cost of each rework occurrence.

Capabilities
  • Enabling IP rework for the siteTurns on rework tracking for a site and sets its default rework operation number from the shop floor configuration screen.
  • Defining IP rework reason codesDefines the reason codes used to classify why a rework occurrence took place.
  • Creating a rework job orderCreates a rework job order linked to the original job order for the item being reworked.

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Other capabilities10
Capabilities
  • ItemsCovers the item record representing what is being manufactured, stored across the Scheduler's PART table and the Planner's MATL table.
  • Database table for Scheduler: PARTSpecifies the characteristics of a manufactured item as referenced by an order, distinct from how materials are represented.
  • Creating JIT TransactionsRecords Just-In-Time production transactions for standard-cost items produced on demand.
  • Infor Rate Shopping - TM OverviewIntegrates with Infor Transportation Management so shipping rates can be compared and selected from within the system.

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Infor CloudSuite Inventory Management screens

What inventory management 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 inventory management 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 29 inventory management capabilities scored on this page
  • The questions to put to the vendor and to implementation partners
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Infor CloudSuite Evaluation Kit

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Infor CloudSuite add-ons & integrations

Extend Infor CloudSuite with best-of-breed software that integrates with it:

Warehouse management systemReceiving, picking and packing integrated with your ERP.
Acumatica Warehouse ManagementBlue Yonder Warehouse ManagementDynamics 365 Supply Chain Management Warehouse Management
+12 more →
Demand planning softwareForecasting, S&OP and inventory optimisation for your ERP.
Anaplan (Supply Chain)Atlas Planning PlatformBlue Yonder Planning
+12 more →
EDI softwareTrading-partner EDI integrated with your ERP.
BabelwayBoomiCeligo
+9 more →
Inventory optimization softwareSafety stock, reorder points and replenishment tuned to ERP inventory data.
ArkievaEazyStockFlieber
+10 more →
Retail management softwareMerchandising, order management and store operations synced to your ERP.
Aptos MerchandisingBlue Yonder Merchandise OperationsFluent Commerce
+9 more →
POS integration softwarePoint-of-sale that syncs in-store sales, inventory and customers to your ERP.
Celerant TechnologyCloverConnectPOS
+10 more →
Marketplace integration softwareConnect Amazon, eBay and Walmart orders and stock to your ERP.
AnchantoCedCommerceCeligo
+7 more →
How it compares

Inventory Management coverage across the systems most often shortlisted alongside it, scored against the same capability list.

Inventory Management capability coverage by product, showing confirmed capabilities out of the number scored in each category.
Area
Infor CloudSuite logo
Infor CloudSuite
Epicor Kinetic logo
Epicor Kinetic
IFS Applications logo
IFS Applications
Oracle ERP Cloud logo
Oracle ERP Cloud
Microsoft Dynamics 365 logo
Microsoft Dynamics 365
SAP S/4HANA Private Cloud logo
SAP S/4HANA Private Cloud
Infor M3 logo
Infor M3
Stock Management6/83+3/85+2/85+1/84/84+1/87/8
Planning3+2/74+1/73+2/76+1/70/71+4/72+3/7
Warehouse Operations3+1/82+2/82+3/85+1/85+1/83+3/86/8
Counting & Accuracy1+3/61+3/6—2+3/61+3/62+3/61+2/6
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.

Compare these systems side by side →

Inventory Management — strength by vendor

VendorStrengthBest forStarting priceImplementationActions
SAP S/4HANA Private Cloud logo
SAP S/4HANA Private Cloud 		★★★ strongLarge, complex enterprises needing deep customisation and controlled upgradesCustom6–18 months
Get SAP S/4HANA Private Cloud pricingAdd SAP S/4HANA Private Cloud to compareFind SAP S/4HANA Private Cloud partners
SAP Business One logo
SAP Business One 		★★★ strongSmall to midsize businesses wanting SAP reliability$95/user/mo3–6 months
Get SAP Business One pricingAdd SAP Business One to compareFind SAP Business One partners
Oracle NetSuite logo
Oracle NetSuite 		★★★ strongFast-growing mid-market companies wanting unified cloud ERP$99/user/mo4–9 months
Get Oracle NetSuite pricingAdd Oracle NetSuite to compareFind Oracle NetSuite partners
Oracle ERP Cloud logo
Oracle ERP Cloud 		★★★ strongLarge enterprises moving from on-premise Oracle to cloudCustom9–18 months
Get Oracle ERP Cloud pricingAdd Oracle ERP Cloud to compareFind Oracle ERP Cloud partners
Microsoft Dynamics 365 logo
Microsoft Dynamics 365 		★★★ strongMid-to-large companies in the Microsoft ecosystem$50/user/mo6–14 months
Get Microsoft Dynamics 365 pricingAdd Microsoft Dynamics 365 to compareFind Microsoft Dynamics 365 partners
Acumatica logo
Acumatica 		★★★ strongMidsize companies wanting unlimited users and flexible cloud ERPCustom4–8 months
Get Acumatica pricingAdd Acumatica to compareFind Acumatica partners
Epicor Kinetic logo
Epicor Kinetic 		★★★ strongDiscrete and mixed-mode manufacturers$100/user/mo5–10 months
Get Epicor Kinetic pricingAdd Epicor Kinetic to compareFind Epicor Kinetic partners
Sage X3 logo
Sage X3 		★★★ strongMidsize process manufacturers and distributors$100/user/mo4–9 months
Get Sage X3 pricingAdd Sage X3 to compareFind Sage X3 partners

Evaluating inventory management on Infor CloudSuite

What to put in front of the vendor before you commit.

  1. 1Multi-location and multi-warehouse support
  2. 2Lot/serial number traceability depth
  3. 3Integration with barcode scanners and RFID
  4. 4Inventory valuation methods supported
  5. 5Real-time stock visibility across channels

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 inventory management?

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Infor CloudSuite Inventory Management FAQ

Does CloudSuite track lot and serial numbers for regulated or traceable products?

Yes — preassigning and tracking both lot and serial numbers are native capabilities, which matters for CloudSuite's industry editions in food, pharma, and other regulated manufacturing where full traceability is a compliance requirement, not just an inventory nicety.

Can inventory be consigned from or to a customer/vendor?

Yes — both customer consignment and vendor consignment inventory setups are supported, letting stock ownership stay with the original party until it's consumed or sold, which is common in distribution-heavy CloudSuite deployments.

How does CloudSuite handle inventory costing?

Multiple costing types are supported, along with transfer-order costing for stock moved between sites, so valuation methods can be set per item or site rather than forcing one costing approach across the whole business.

Is cycle counting or full physical inventory supported for accuracy checks?

Yes, physical inventory counting is supported, though it's a smaller capability area relative to CloudSuite's stock management and planning depth — most of the inventory strength here is in transaction volume and costing rather than count-process sophistication.

Other Infor CloudSuite modules

Finance & Accounting★★★ strongManufacturing★★★ strongSupply Chain★★★ strongSales★★ moderateHR & Payroll★★★ strongProject Management★★ moderateProcurement★★★ strongWarehouse Management★★★ strongEcommerce★ basicBusiness Intelligence★★★ strongQuality Management★★★ strongField Service★★ moderateAsset Management★★★ strong

Explore Infor CloudSuite by industry & company size

Industries

ERP for ManufacturingERP for HealthcareERP for HospitalityERP for Aerospace & Defense

Company size

Upper Mid-Market (1,001–5,000)Enterprise (5,000+)

Related Resources

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Infor CloudSuite Manufacturing capabilities and review.

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Infor CloudSuite Supply Chain capabilities and review.

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