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★★★ strong

Infor M3 Finance & Accounting

Infor M3 confirms 47 of the 77 finance & accounting capabilities we track, with a further 13 partially covered. Its deepest coverage is in Accounts Receivable; it is thinnest on Compliance & Regulatory.

Finance & Accounting is a core strength for Infor M3 — a primary capability included in standard deployments. The product is best suited to process manufacturers (food, chemicals, pharma) needing batch/formula control.

47of 77
Capabilities confirmed
504
Documented features
Accounts Receivable
Strongest area
Compliance & Regulatory
Thinnest area
Capability coverage47 of 77 confirmed

How Infor M3 scores against the 77 finance & accounting capabilities we track across every ERP in our catalogue.

  • Accounts Receivable7 of 8
  • Core Accounting9 of 12
  • Treasury & Cash Management6 of 8
  • Asset & Tax8 of 12
  • Financial Planning6 of 11
  • Closing & Audit6 of 10
  • Accounts Payable3 of 8
  • Compliance & Regulatory2 of 8
Confirmed (47)Partial (13)Not documented (17)

“Not documented” means our research has not confirmed the capability either way — it is not a finding that Infor M3 lacks it. Coverage is scored against one shared capability list, so it is comparable between products.

What’s in it504 documented capabilities

The finance & accounting scope Infor M3 ships, grouped as the product itself organises it.

Enabling Financial Management26

Covers the foundational setup tasks for M3 finance, including accounting dimensions and identities, currencies, bank accounts, voucher numbering, and invoice templates needed before financial transactions can be processed.

Highlights
  • Accounting DimensionRepresents one of seven segments that make up an M3 accounting string, each holding an identity of up to ten characters.
  • Accounting Dimensions SecurityRestricts which users can view or edit specific accounting dimension values through authorization tied to accounting identity records.
  • Accounting IdentityRepresents the individual values, such as GL accounts and cost centers, used to build structured accounting transactions.
  • Batch TotalLets a user set an expected total before entering a batch of transactions, then checks the running sum against it before posting.
  • Control Methods for Configuration of Bank Accounts (Sweden)Configures and secures Swedish bank account setup for supplier and customer payments processed through BankGiro and PlusGiro.
All 25 capabilities
  • Accounting DimensionRepresents one of seven segments that make up an M3 accounting string, each holding an identity of up to ten characters.
  • Accounting Dimensions SecurityRestricts which users can view or edit specific accounting dimension values through authorization tied to accounting identity records.
  • Accounting IdentityRepresents the individual values, such as GL accounts and cost centers, used to build structured accounting transactions.
  • Batch TotalLets a user set an expected total before entering a batch of transactions, then checks the running sum against it before posting.
  • Control Methods for Configuration of Bank Accounts (Sweden)Configures and secures Swedish bank account setup for supplier and customer payments processed through BankGiro and PlusGiro.
  • Convert document amounts and currency names to textConverts payment amounts and currency names into spelled-out text for use on supplier checks and customer drafts, as well as on withholding tax certificates.
  • Create accounting identityBuilds core accounting identities — things like business-level accounts and cost centers — applied uniformly across every dimension of the general ledger.
  • Create Accounting Structures for Financial MonitoringControls how general ledger balances are presented and aggregated at different levels for financial monitoring.
  • Create Bank Account Indicator with Company-Defined Bank Account FieldsLets a company define up to five custom fields, called a bank account indicator, required when registering bank accounts.
  • Create Column Template for the General Ledger Balance FileBuilds column templates that control how balance inquiry and period analysis results appear in the general ledger, at company level or other levels.
  • Create Invoice Accounting TemplateCreates templates of recurring invoice records to reduce manual work in invoice and payment processing.
  • Create payment typeDefines a user-specific subcategory within a payment class to represent a particular payment variance.
  • Create Petty Cash FunctionConfigures multiple petty cash function types for managing small day-to-day cash transactions.
  • Create user-defined balance keys to filter General Ledger informationCreates custom balance keys that filter general ledger data online or in printed reports, beyond the predefined keys.
  • Define Alternative Name (Pseudo ID) for Accounting StringAssigns a user-friendly alias, or pseudo ID, to a specific accounting string to simplify invoice accounting entry.
  • Define Cash Discount TermsSets terms for cash discounts, deductions applied to an invoice when a customer pays within an agreed window.
  • Define Central Currencies, Central and Local Exchange Rates, and Exchange Rate TypesDefines currencies, exchange rate types, and both central and local exchange rates for a multi-currency configuration.
  • Define Start Day IntervalsSets intervals marking the start of recurring periods, used to drive interval-based rules elsewhere in the system.
  • Define Voucher Number SeriesSets up the number series applied to vouchers generated when a FAM function detail record serves as the template for financial entries.
  • Enable Customer Invoice Date ControlTurns on a setting that enforces control over how customer invoice dates are applied during invoicing.
  • Enabling Financial ManagementGives a high-level overview of setting up the basic configuration needed to support a company's financial operations in M3.
  • Register Bank AccountRecords assorted bank account types held by the company, its divisions, along with employees, suppliers, and customers.
  • Manage Fields in MI StringsManages payment information, end-to-end ID, and instruction ID fields used within MI strings for AP and AR payment methods.
  • Registering Bank InformationRecords details about the banks and account types a company deals with, including its own banks and those of trading partners.
  • Tailoring Presentation of General Ledger BalancesBuilds custom filters that capture multi-dimensional, user-selected general ledger data for analyzing customer, product, or market profitability.

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Budgeting22

Supports building, adjusting, and monitoring budgets, from resource-plan-based and activity-based budgets to decentralized budgeting, templates, and PC-based import and export of budget data.

Highlights
  • Account Entry InstructionsAssigns account entry properties to a pay element, ensuring its transactions route to the correct general ledger account.
  • Activity-Based BudgetingBuilds a budget from a set of planned activities, factoring in the resources and costs each activity requires.
  • Adjust Resource PlanLets planners increase or decrease the resource quantities in an existing, previously reviewed resource plan.
  • Automatic BudgetingGenerates a new budget automatically by combining actual results with figures from earlier budget periods.
  • Automatic ReallocationReallocates an existing budget automatically whenever its underlying period accounting curve changes.
All 21 capabilities
  • Account Entry InstructionsAssigns account entry properties to a pay element, ensuring its transactions route to the correct general ledger account.
  • Activity-Based BudgetingBuilds a budget from a set of planned activities, factoring in the resources and costs each activity requires.
  • Adjust Resource PlanLets planners increase or decrease the resource quantities in an existing, previously reviewed resource plan.
  • Automatic BudgetingGenerates a new budget automatically by combining actual results with figures from earlier budget periods.
  • Automatic ReallocationReallocates an existing budget automatically whenever its underlying period accounting curve changes.
  • Cost control by commitment monitoringTracks a company's purchase commitments against budget so spending stays visible in real time.
  • Create Budget from Decentralized BudgetConverts data entered in a decentralized budget into account entries within a central, company-wide budget.
  • Create Budget Calculation TemplateDefines templates that control how new budgets get calculated when generated automatically.
  • Create Budget from Resource PlanTransfers resources planned in a resource plan into budget account entries, using the connected cost components.
  • Create Resource PlanBuilds a resource plan from previously entered activities, listing the resource types and quantities each one needs.
  • Create Transfer TemplateDefines standard settings for moving budget documents between M3 and a PC.
  • Currency SimulationSimulates how changed exchange rates would affect a budget's results, with the option to update or replace it.
  • Decentralized BudgetingLets individual budget officers manage their own portion of a company-wide budget.
  • Enter Activity for Budget OfficerRecords planned activities for a specific budget officer and budget during the budgeting period.
  • Enter BudgetEnters and allocates budget transactions, and lets users supplement or change existing budgets.
  • Enter Budget TemplateDefines the templates budget officers use to enter decentralized budgets, including named transaction lines.
  • Enter Decentralized BudgetLets budget officers enter their own budget for the upcoming period using predefined templates.
  • Export to PC DocumentCopies the transactions held in a budget out to a PC document.
  • Import from PC DocumentImports budget transactions from a PC document held in a designated M3 server folder.
  • Quick Entry - BudgetSpeeds up budget transaction entry through a pre-configured, streamlined entry panel.
  • Set Parameters for Quick Entry - BudgetLets users configure the layout of the panel used for quick budget entry.

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Managing Multiple Unit Coordination11

Covers configuring and running Multiple Unit Coordination (MUC) so a company with more than one legal unit can manage internal invoicing, cash pooling, and loan management between divisions.

Highlights
  • Configuration for Multiple Unit Coordination (MUC)Sets up Multiple Unit Coordination (MUC) so the M3 company structure supports managing more than a single legal unit smoothly.
  • Create cash pool and loan management IDSets up a loan-and-cash-pool management ID once a matching pool proposal is approved.
  • Create internal invoiceCreates internal invoices from approved proposals between divisions.
  • Create internal invoice proposalBuilds an internal invoicing proposal originating at the supplying division and covering deliveries to other divisions.
  • Specify standard comments for internal invoicesDefines reusable standard comments that appear on internal invoices passed between divisions of the same company.
All 10 capabilities
  • Configuration for Multiple Unit Coordination (MUC)Sets up Multiple Unit Coordination (MUC) so the M3 company structure supports managing more than a single legal unit smoothly.
  • Create cash pool and loan management IDSets up a loan-and-cash-pool management ID once a matching pool proposal is approved.
  • Create internal invoiceCreates internal invoices from approved proposals between divisions.
  • Create internal invoice proposalBuilds an internal invoicing proposal originating at the supplying division and covering deliveries to other divisions.
  • Specify standard comments for internal invoicesDefines reusable standard comments that appear on internal invoices passed between divisions of the same company.
  • Internal invoicingRuns internal invoicing for transactions between divisions using Multiple Unit Coordination.
  • Manage cash pool and loan management proposalBuilds and oversees cash pool and loan proposals, spanning intercompany currency transfers and interest billing.
  • Multiple Unit Coordination (MUC)Enables a company built from several legal units, potentially spanning different countries, to manage those units together as one structure.
  • Review and change internal invoice proposalReviews, edits, and approves internal invoice proposals, with the option to stop individual invoices or invoice lines before processing.
  • Set parameters for internal invoicingSets the parameters needed to create internal invoices among divisions that use Multiple Unit Coordination.

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List of Accounting Rules in M325

Lists and explains the individual accounting rules that determine which account entries M3 creates for each business transaction, organized by module.

Highlights
  • Accounting rules setup and usageDefines accounting rules and lays out the steps for configuring them.
  • The Impact of MUC TriggersDescribes which accounting rules apply when goods move between warehouses across separate legal divisions under multi-unit coordination.
  • Accounting Rules for VAT Account EntriesLists the accounting events that generate VAT account entries, based on how the VAT code is configured.
  • Accounting Rules for AB - Automatic Bank Statement ProcessingDetails the account entries created when bank statements are processed automatically or manually in the Automatic Bank Statement module.
  • Accounting Rules for AP - Accounts PayableDetails the account entries generated across accounts payable activities, such as manually recording supplier invoices.
All 24 capabilities
  • Accounting rules setup and usageDefines accounting rules and lays out the steps for configuring them.
  • The Impact of MUC TriggersDescribes which accounting rules apply when goods move between warehouses across separate legal divisions under multi-unit coordination.
  • Accounting Rules for VAT Account EntriesLists the accounting events that generate VAT account entries, based on how the VAT code is configured.
  • Accounting Rules for AB - Automatic Bank Statement ProcessingDetails the account entries created when bank statements are processed automatically or manually in the Automatic Bank Statement module.
  • Accounting Rules for AP - Accounts PayableDetails the account entries generated across accounts payable activities, such as manually recording supplier invoices.
  • Accounting Rules for AR - Accounts ReceivableDetails the account entries generated across accounts receivable activities, such as recording customer checks or drafts.
  • Accounting Rules for CA - Cost AccountingDetails the account entries generated by cost accounting activities, including order costing for manufacturing orders.
  • Accounting Rules for CO - Maintenance Customer OrderDetails the account entries generated for maintenance customer orders, including miscellaneous costs posted to work in progress.
  • Accounting Rules for DR – Freight Cost ManagementDetails the account entries generated when freight costs are distributed after a shipment or delivery is reported.
  • Accounting Rules for FA - Fixed AssetsDetails the account entries generated for fixed asset transactions, including depreciation runs.
  • Accounting Rules for GL - General LedgerDetails the account entries generated by general ledger activity, such as recording journal vouchers.
  • Accounting Rules for MF - Multiple Unit CoordinationDetails the account entries generated for internal invoices issued between divisions under multi-unit coordination.
  • Accounting Rules for MM - Materials ManagementDetails the account entries generated by materials management activity, including internal stock receipts through requisition orders.
  • Accounting Rules for MO - Maintenance OrdersDescribes how accounting strings are proposed for planned work performed against maintenance orders.
  • Accounting Rules for OI - Customer OrdersDetails the account entries generated for customer order activity, including customer returns.
  • Accounting Rules for OP - Point of SalesDetails the account entries generated for point-of-sale transactions, including item returns on sales tickets.
  • Accounting Rules for OS - Order Statistics and BudgetingShows which account entries get created once sales budget figures move into order statistics and budgeting.
  • Accounting Rules for PC - Product CostingDetails the account entries generated for product costing, including inventory cost variances.
  • Accounting Rules for PM - Production ManagementDetails the account entries generated for production management activity, including stock moved into work-in-progress inventory.
  • Accounting Rules for PO - Project OrdersDetails the account entries generated when a project is invoiced under project orders.
  • Accounting Rules for PP - Purchase ProcessingDescribes how accounting strings are proposed by default for planned purchase orders in purchase processing.
  • Accounting Rules for SO - Service OrdersDetails the account entries generated across service order activity, including delivery to customers.
  • Accounting Rules for TA - Time AccountingDetails the account entries generated for time transactions recorded against internal projects in time accounting.
  • Accounting Rules for TX - Tax ManagementDetails the account entries generated for tax management activity, including VAT declaration vouchers.

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Cash Flow Management12

Provides tools for forecasting, budgeting, and reviewing company cash flow, including converting profit and loss budgets into cash figures and building short-term cash flow plans.

Highlights
  • Cash Flow ConversionConverts budgeted income and expenses into projected payments made and received, timed across periods.
  • Cash Flow Management ToolsProvides cash flow budgets and cash flow plans as the core tools for defining a company's cash position.
  • Create Account Conversion Table for Cash Flow BudgetingBuilds a table that maps and reposts values from a profit and loss budget into a cash flow budget.
  • Create Allocation Table for Cash Flow BudgetingBuilds a table controlling how budget values get spread over time when a cash flow budget is created.
  • Create Cash Flow BudgetCreates a cash flow budget derived from an existing profit and loss budget.
All 11 capabilities
  • Cash Flow ConversionConverts budgeted income and expenses into projected payments made and received, timed across periods.
  • Cash Flow Management ToolsProvides cash flow budgets and cash flow plans as the core tools for defining a company's cash position.
  • Create Account Conversion Table for Cash Flow BudgetingBuilds a table that maps and reposts values from a profit and loss budget into a cash flow budget.
  • Create Allocation Table for Cash Flow BudgetingBuilds a table controlling how budget values get spread over time when a cash flow budget is created.
  • Create Cash Flow BudgetCreates a cash flow budget derived from an existing profit and loss budget.
  • Create Cash Flow ModelDefines a reusable template for automatically selecting and filtering values when building a cash flow plan.
  • Create and Review Cash Flow PlanBuilds and reviews a forward-looking cash flow plan covering a defined number of days or weeks ahead.
  • Creating Cash Flow PlansCreates a short-range cash flow plan in a chosen currency, giving visibility into the company's near-term cash position.
  • Managing Cash FlowProvides decision-making tools for building and reviewing company cash flow budgets and plans.
  • Managing Cash Flow BudgetsBuilds a balance budget of expected payments made and received, purpose-built for cash flow planning.
  • Manually Adjust Values in Cash Flow BudgetLets users manually revise a cash flow budget already in place, adjusting or adding values by day or period.

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Managing Group Consolidation9

Covers consolidating financial results from subsidiaries into a parent company's accounts, including chart-of-accounts conversion and subsidiary configuration.

Highlights
  • Configure transfer of consolidation transactionsControls how a subsidiary's consolidation data gets processed into M3 Group Consolidation, using separate setup for general ledger and other transaction types.
  • Create and approve consolidation proposal for subsidiaryCreates and approves a subsidiary's consolidation proposal, covering balance sheet and income statement figures for the parent company.
  • Define consolidation settings for subsidiaryConfigures the basic data a subsidiary needs to generate consolidation figures for its parent company.
  • Define conversion of subsidiary's chart of accountsDefines how a subsidiary's accounts map onto the parent company's ledger structure, enabling group consolidation across the business.
  • Enable M3 Group ConsolidationConfigures M3 Group Consolidation so account balances can be grouped across every unit that makes up the company.
All 8 capabilities
  • Configure transfer of consolidation transactionsControls how a subsidiary's consolidation data gets processed into M3 Group Consolidation, using separate setup for general ledger and other transaction types.
  • Create and approve consolidation proposal for subsidiaryCreates and approves a subsidiary's consolidation proposal, covering balance sheet and income statement figures for the parent company.
  • Define consolidation settings for subsidiaryConfigures the basic data a subsidiary needs to generate consolidation figures for its parent company.
  • Define conversion of subsidiary's chart of accountsDefines how a subsidiary's accounts map onto the parent company's ledger structure, enabling group consolidation across the business.
  • Enable M3 Group ConsolidationConfigures M3 Group Consolidation so account balances can be grouped across every unit that makes up the company.
  • Managing group consolidationConsolidates the accounts of multiple units within a multinational company, even where each subsidiary operates under its own rules.
  • Register subsidiary for parent companyRegisters each subsidiary that sends consolidated transaction data up to the parent company for group reporting.
  • Update parent company with consolidation transactionsUpdates the parent company's general ledger and budget with consolidation transactions received from its subsidiaries.

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Managing Accounts Receivable26

Covers the accounts receivable cycle in M3, from entering and collecting customer invoices to debt collection, payment reminders, and factoring.

Highlights
  • Accept Cash Discount for Customer PaymentAdjusts a recorded customer payment to reflect a cash discount granted for early payment of an invoice.
  • Adjust debt collection assignment proposal and create final assignment for past due customer invoices in (ARS670)Adjusts a proposed debt collection assignment and finalizes it for past-due customer invoices.
  • Adjust Receipt Orders from Batch File before Allocation to InvoiceCorrects electronically received payment orders, based on error status codes, before they update accounts receivable.
  • Annual Run in Accounts ReceivableRolls the accounts receivable balance file into a new year by carrying the current balance forward to opening balance.
  • Cancellation and replacement of domestic invoicesCancels a domestic invoice rejected by a government platform or buyer, then issues a compliant replacement invoice.
All 25 capabilities
  • Accept Cash Discount for Customer PaymentAdjusts a recorded customer payment to reflect a cash discount granted for early payment of an invoice.
  • Adjust debt collection assignment proposal and create final assignment for past due customer invoices in (ARS670)Adjusts a proposed debt collection assignment and finalizes it for past-due customer invoices.
  • Adjust Receipt Orders from Batch File before Allocation to InvoiceCorrects electronically received payment orders, based on error status codes, before they update accounts receivable.
  • Annual Run in Accounts ReceivableRolls the accounts receivable balance file into a new year by carrying the current balance forward to opening balance.
  • Cancellation and replacement of domestic invoicesCancels a domestic invoice rejected by a government platform or buyer, then issues a compliant replacement invoice.
  • Create allowance for doubtful accounts in (ARS630)Automatically creates partial or full write-offs for doubtful customer debts.
  • Create Customer Invoices Based on Payment PlanIdentifies and issues customer invoices tied to a registered payment plan, on schedule.
  • Create Interest RuleSets rules for calculating interest on overdue customer invoices and for stating interest on payment reminders.
  • Create Payment Reminder RuleDefines the criteria that decide which overdue invoices get pulled into a payment reminder.
  • Create and Verify Group Invoice ProposalCreates and verifies a proposal that groups multiple customer invoices into one or several group invoices.
  • Creating debt collection assignment for past due customer invoices in (ARS170)Builds a collection assignment that a collection agency can pursue to recover one or more late customer invoices.
  • Creating Written Payment Reminder for Past Due Customer Invoices in (ARS150)Creates a written list of overdue customer invoices as a payment reminder for one or more payers.
  • Define Indicator for Direct Debiting AgreementsDefines an indicator holding user-defined fields for registering country- or company-specific direct debiting agreement details.
  • Define Standard Opening and Closing Comments for Payment ReminderPredefines standard opening and closing text and signatures printed on payment reminders, by language.
  • Enter Customer InvoiceLogs customer invoices that originated outside the system so they flow into accounts receivable and the general ledger.
  • Invoice number allocation after approval from the authorityManages the sequencing of the internal invoice number once a tax authority approves the invoice.
  • Managing customer debtsTracks customer debt from account statements all the way through collection assignments and interest charges.
  • Managing Direct Debiting according to the Danish ModelRuns an alternative direct debiting workflow used in Denmark, letting payers review and remove invoices before collection.
  • Manually Allocating Customer Payments to InvoiceManually applies customer payments, in full or in part, to specific customer invoices or other receivable records.
  • Match Customer Invoice to Credit NoteRecords a payment by netting a customer invoice against a credit note.
  • Preparing for factoringSets the terms for handing off customer payment collection to an outside factoring company.
  • Reconcile Payments for Customer Invoices through Direct Debiting and FactoringReconciles customer payments collected through direct debiting or factoring against a report from the bank or factoring company.
  • Recording Customer PaymentsLogs incoming customer payments across categories and prepares them to be matched against open receivable invoices.
  • Report Customer Check or Draft Rejected by BankRecords a check or draft from a customer that a bank returned unpaid, typically due to insufficient funds.
  • Update the Financial System with Preliminary Postdated ChecksPosts account entries for postdated checks that had been entered earlier without yet updating the financial system.

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Cost Accounting22

Covers internal cost and revenue accounting, including fixed and variable budgets, cost of capital, cost center analysis, equipment profitability, and internal journal vouchers and allocations.

Highlights
  • Adjust Variable BudgetUpdates the variable-cost portion of a combined fixed and variable budget after resource drivers or source budget values change.
  • Calculate Cost of Capital - Cost AccountingWorks out the cost of capital used internally for cost accounting purposes.
  • Calculation of Cost of Capital - Cost AccountingDefines the rules for calculating cost of capital, then allocates the cost of tied-up capital to the departments or cost centers responsible for it.
  • Connect GL to Equipment Profitability PortalLinks the general ledger to the Equipment Profitability Portal so manual cost and revenue entries can be posted via an internal voucher.
  • Control Report for Delivered, Not Invoiced Goods or ServicesPrints a control report showing goods or services that have been delivered but not yet invoiced.
All 21 capabilities
  • Adjust Variable BudgetUpdates the variable-cost portion of a combined fixed and variable budget after resource drivers or source budget values change.
  • Calculate Cost of Capital - Cost AccountingWorks out the cost of capital used internally for cost accounting purposes.
  • Calculation of Cost of Capital - Cost AccountingDefines the rules for calculating cost of capital, then allocates the cost of tied-up capital to the departments or cost centers responsible for it.
  • Connect GL to Equipment Profitability PortalLinks the general ledger to the Equipment Profitability Portal so manual cost and revenue entries can be posted via an internal voucher.
  • Control Report for Delivered, Not Invoiced Goods or ServicesPrints a control report showing goods or services that have been delivered but not yet invoiced.
  • Cost Center AnalysisTracks costs against a predefined cost center model within a variable budget and can simulate actual results in that model.
  • Create Cost of Capital Interest Rules - Cost AccountingCreates rules for calculating cost of capital as internal interest, and links those rules to the relevant accounts used for debit and credit entries.
  • Create Fixed/Variable BudgetBuilds a combined budget that separates costs into fixed and variable shares, using values carried over from an existing budget.
  • Display Cost Center AnalysisDisplays follow-up costs against a predefined cost center model and can simulate outcomes within it.
  • Define Cost Center Model for Fixed/Variable BudgetDefines a cost model, a template built from named lines that set which cost types get tracked.
  • Enter Internal Journal VouchersRecords internal vouchers for manual cost adjustments between cost centers or product groups.
  • Equipment ProfitabilityTracks equipment profitability using account entries created across different M3 functions and transferred into FIM.
  • Fixed/Variable BudgetBuilds a combined fixed and variable budget that splits costs and revenues into fixed and variable shares, using values transferred from a source budget.
  • Generate Internal AllocationsDistributes costs and revenues across cost centers for internal accounting, using a defined voucher number series.
  • Generating Cost AccountingCreates the foundation for internal cost accounting by moving internal account entries over to the general ledger.
  • Internal Accounts AllocationSpreads real and planned costs and revenue across cost centers, accounts, and other bookkeeping categories for internal reporting.
  • Internal Journal VouchersRecords internal journal vouchers to manually adjust amounts between cost centers or product groups.
  • Multiple Equipment Lives by Period or DivisionSupports tracking multiple lives for a single piece of equipment within the Equipment Profitability Portal.
  • Period End Routines for Equipment Profitability Accruals and FundsManages warranty funds for equipment so associated warranty costs stay steady and predictable across each warranty period.
  • Transfer Internal Account Entries to General LedgerTransfers internal account entries, including stock and operation transactions, into the general ledger as a voucher.
  • Warranty Fund ValuationManages warranty funds within financials so that warranty-related costs remain steady and predictable across standard and extended warranty periods.

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Managing Accounts Payable26

Covers the accounts payable cycle, from entering and matching supplier invoices to approving, scheduling, and executing supplier payments.

Highlights
  • Adjust Supplier Payment Proposal in (APS130)Adjusts basic values on a supplier payment proposal, and on individual invoice records within it, before generating final payment documents.
  • Approval flow for expense invoicesRoutes supplier expense invoices through an approval flow, activated per division through a settings parameter.
  • Automatic matching of batch supplier invoices to purchase orderAutomatically matches supplier invoices received in batch against goods receipts or purchase orders.
  • Automating Your Supplier Invoice EntryStreamlines manual supplier invoice entry down to only the steps a given case actually needs.
  • Check Unapproved Supplier Invoice LinesSearches for unapproved supplier invoice lines and automatically matches any found against the related goods receipt.
All 25 capabilities
  • Adjust Supplier Payment Proposal in (APS130)Adjusts basic values on a supplier payment proposal, and on individual invoice records within it, before generating final payment documents.
  • Approval flow for expense invoicesRoutes supplier expense invoices through an approval flow, activated per division through a settings parameter.
  • Automatic matching of batch supplier invoices to purchase orderAutomatically matches supplier invoices received in batch against goods receipts or purchase orders.
  • Automating Your Supplier Invoice EntryStreamlines manual supplier invoice entry down to only the steps a given case actually needs.
  • Check Unapproved Supplier Invoice LinesSearches for unapproved supplier invoice lines and automatically matches any found against the related goods receipt.
  • Create Bank Fees - PaymentPre-configures bank fees tied to supplier payments so only the fee total needs entering at payment time.
  • Create and Verify Supplier Payment Proposal in (APS130)Builds a proposed batch of approved supplier invoices ready for payment, forming the basis for the resulting payment documents.
  • Configure Selection of Supplier Invoices in Payment Proposal for Cash Discount PurposesAdds extra criteria for which invoices get pulled into a payment proposal, timed to pay late while still catching early-payment discounts.
  • Define Allowed Variances for Invoice MatchingDefines rules for which price or quantity differences between goods receipts and supplier invoices are automatically accepted.
  • Define basic Accounts Payable settingsSets division-level rules governing accounts payable, including authorization, recoding, and approval of supplier invoices.
  • Draft Management in M3Manages drafts, or bills of exchange, across both accounts receivable and accounts payable.
  • Enter On Account PaymentLogs an on-account payment as its own sub-ledger entry with a unique ID that later payments can be matched to.
  • Enter Recurring Supplier PaymentsEnters a supplier payment intended to be paid in installments across several occasions, such as rent.
  • Managing Accounts PayableExplains, at an outline level, how to gain rational control over supplier payment flows through structured administration of supplier invoice processing.
  • Manage Automatic Invoice Matching for BrazilWraps up Brazil's invoice matching workflow, moving the supplier invoice into accounts payable and the general ledger.
  • Manually Entering Supplier InvoicesKeys in supplier invoices by hand, or builds a schedule of recurring entries for upcoming supplier payments.
  • Match Credit Request Transactions to Supplier Credit NoteMatches a supplier credit note against one or more visible credit request transactions.
  • Outgoing paymentsCreates and adjusts outgoing payment proposals to cover credit notes and customer accounts with negative balances.
  • Pay by DraftSettles supplier payments by draft, updating the payables ledger and general ledger while producing the corresponding draft and journal records.
  • Preparing Supplier Invoices for PaymentCovers entering supplier invoices, manually or from a batch file, and preparing approved invoices for payment.
  • Registering and Recoding Supplier Invoices with PO Invoice Matching using APS450MILoads supplier invoice approval and matching results from a third-party system into M3 through the APS450MI API.
  • Select Purchase Order for Invoice MatchingSelects one or more purchase orders to match against a supplier invoice, using the PO number, delivery note, or supplier reference.
  • Split VAT payment in local currencyHandles VAT and net payment amounts separately in local currency for supported payment classes and transfer methods.
  • Use Accounting Options - Payment VarianceWrites off unresolved invoice-level balances, such as bad debt, to user-defined accounts.
  • Using Payment Proposals to Create Supplier Payments in (APS130)Explains the factors that shape how supplier payments are generated from payment proposals in accounts payable.

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Product Costing34

Covers calculating and managing product costs, from standard costs to purchase and distribution costing, costing models, and costing components, to support pricing and profitability decisions.

Highlights
  • Account Entries Created in Purchase CostingDocuments which account entries post at goods receipt for purchased items under different scenarios.
  • Automatically Entering Cost Rates for Costing ComponentsAutomates cost-rate calculations for nearly every costing component paired with its cost driver, excluding subcontracting costs.
  • Average PriceCalculates the average price of stock on hand, recalculated whenever a new stock transaction is posted, mainly for inventory valuation.
  • Calculating historic actual costsWorks out a historic true cost for items that were purchased or produced, useful when auditing past valuations.
  • Calculation of item cost per inventory accounting methodDetermines an item's cost according to whichever inventory accounting method the company has chosen, for example standard costing.
All 33 capabilities
  • Account Entries Created in Purchase CostingDocuments which account entries post at goods receipt for purchased items under different scenarios.
  • Automatically Entering Cost Rates for Costing ComponentsAutomates cost-rate calculations for nearly every costing component paired with its cost driver, excluding subcontracting costs.
  • Average PriceCalculates the average price of stock on hand, recalculated whenever a new stock transaction is posted, mainly for inventory valuation.
  • Calculating historic actual costsWorks out a historic true cost for items that were purchased or produced, useful when auditing past valuations.
  • Calculation of item cost per inventory accounting methodDetermines an item's cost according to whichever inventory accounting method the company has chosen, for example standard costing.
  • Configure Basic Product Costing SettingsSelects a general costing model and defines the costing types and subtotal numbers used in product costing.
  • Costing components and cost drivers in M3 Product CostingExplains the cost drivers and costing components in M3 Product Costing, and how they combine to build a costing model.
  • Costing Distributed ItemsExplains how costs are calculated for items that move in from other company facilities rather than being purchased externally.
  • Costing Purchased ItemsExplains the two-part process for working out and testing the standard cost of items bought from outside suppliers.
  • Create Costing Components and Select Cost DriversSets up costing components and picks the cost drivers used to capture and present various types of production cost.
  • Create Costing Elements for the Product Costing ModelAdds costing elements alongside costing components to enrich how product costs are worked out and presented within a costing model.
  • Create Costing ModelBuilds a costing model used to work out what it costs to manufacture a product and to help set its selling price.
  • Create Costing TypesSets up separate costing types to tell apart current, simulated, and standard approaches to product costing.
  • Creating Building Blocks for a Product Costing ModelSets up the core building blocks, costing types, components, and elements, that a company uses to work out and simulate product costs.
  • Enabling M3 Product CostingSets up the basic data required to turn on M3 Product Costing.
  • Enabling purchase/distribution costingConfigures M3 to support calculating the standard cost of externally purchased and distributed items.
  • Introduction to Product CostingIntroduces M3 Product Costing and its functional approach to calculating product cost.
  • Introduction to Purchase/Distribution CostingWalks through how the building-block pieces of purchase and distribution costing fit together in M3 BE, covering costing bases, operators, and cost types for both purchased and distributed items.
  • Before you startOutlines the core concepts behind purchase and distribution costing before configuration work in M3 BE begins.
  • 1. The importance of costingExplains why accurate costing matters, since a product's price must ultimately cover all its underlying costs, including taxes and overhead.
  • 2. Introduction to M3 BE costing solutionIntroduces the M3 BE costing approach, which flexibly determines product cost plus the cost of items that are purchased or received through distribution.
  • 3. What to consider – business topicsCovers the business factors to weigh when introducing purchase and distribution costing, since cost quality depends on thoroughly analyzing related cost types.
  • 4. The costing modelExplains the costing model, the structure used to represent and calculate cost categories for both purchase and distribution costing.
  • 5. Differences between costing modelsCompares the different types of costing models available in M3 BE and where each one is created.
  • 6. Available costing basesLists which costing bases can be used as the starting cost-of-goods figure in either a purchase or a distribution costing model.
  • 7. Description of costing operatorsDescribes the costing operators available for a costing element and how each affects the calculated value.
  • 8. Costing parameters in (PPS280)Lists the fields available for a costing element and whether each applies to purchase costing, distribution costing, or both.
  • 9. Types of purchase costsLists the purchase cost values that can be calculated, along with the programs and data sources behind each.
  • 10. Types of distribution costsLists the distribution cost values that can be calculated, along with the programs and data sources behind each.
  • 11. Split of Cost of Goods Sold (COGS)Explains how cost of goods sold gets split for distributed items based on their associated product costing model.
  • Managing M3 Product CostingWorks out and reviews standard costs across manufactured, purchased, and distributed items so products keep a healthy profit margin.
  • Manually Entering Cost Rates for Costing ComponentsLets users enter cost rates by hand for each costing component, broken out by cost category.
  • Standard CostDefines the planned cost of running an operation or making a product, made up of materials, labor, and overhead.

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Customer Order Processing5

Handles the day-to-day processing of customer orders, including entry, copying, comments, charges, credit card and credit checks, allocation, returns, status tracking, and country- and industry-specific order flows.

Capabilities
  • Managing Payment Proposals for Customer OrdersCovers the payment proposal process that requires customers with poor credit or no account to pay in cash before goods are dispatched, including advance payment handling.
  • SummaryForces accounts with poor credit standing or no account on file to pay cash before goods can be dispatched.
  • Workflow for payment documentsLocks the delivery header until the payment document is paid, then releases it once the payment proposal is settled.
  • Workflow for advance payment documents (only if advance invoice setting is 3 = Prepayment calculated)Requires an advance payment on non-stocked orders before planned purchase, distribution, or manufacturing orders are released.
  • ConfigurationRequires the advance-invoicing field on the order type and the payment-proposal setting on the payment term to be configured to enable payment proposals.

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Managing Automatic Bank Statement20

Covers automated processing of bank statement files, including setup, allocation of transactions to invoices, and reconciliation against the general ledger.

Highlights
  • Allocate a Bank Statement Line ManuallyManually allocates a bank statement line, such as matching it to a customer or supplier invoice or recording a write-off.
  • Automatic processing of bank statementsAutomates processing of bank statement files covering both customer and supplier payment specifications.
  • Automatic Bank Statement Reconciliation SetupSets up the configuration needed to run automatic bank statement reconciliation.
  • Automatic Bank Statement Reconciliation ProcessingRuns the automatic bank statement reconciliation process, matching general ledger transactions against bank statement data.
  • Bank Statement TypesDefines the bank statement types that identify which kind of electronic bank statement is being processed.
All 19 capabilities
  • Allocate a Bank Statement Line ManuallyManually allocates a bank statement line, such as matching it to a customer or supplier invoice or recording a write-off.
  • Automatic processing of bank statementsAutomates processing of bank statement files covering both customer and supplier payment specifications.
  • Automatic Bank Statement Reconciliation SetupSets up the configuration needed to run automatic bank statement reconciliation.
  • Automatic Bank Statement Reconciliation ProcessingRuns the automatic bank statement reconciliation process, matching general ledger transactions against bank statement data.
  • Bank Statement TypesDefines the bank statement types that identify which kind of electronic bank statement is being processed.
  • Define Bank Account IdentifierDefines information about a bank account that controls how its bank statements are processed.
  • Define How to Retrieve Information from the Additional Information File - by Structuring the FileOrganizes the supplementary information file tied to a bank statement line so invoices can be matched against it.
  • Define How to Retrieve Information from the Additional Information File - Using Text IdentifiersUses text identifiers within the additional information file to identify payers and payees for on-account allocation.
  • Define Payment Variances when Processing Bank StatementsDefines allowed payment variances that control how cash discounts and overpayments are handled during automatic bank statement allocation.
  • Define scenarios for allocating invoices to bank statement linesDefines scenarios that control how customer or supplier invoices are automatically allocated to bank statement lines.
  • Enabling Automatic Processing of Bank StatementsSets the basic configuration that controls how manually entered or received bank statements are processed.
  • Enter a Bank Statement ManuallyManually enters a paper bank statement, including opening and closing balances.
  • Initiate Automatic Allocation of a Bank StatementStarts automatic allocation for a validated bank statement, or for a single statement line.
  • Initiate Automatic Validation of a Bank Statement and Correct Any ErrorsRuns an automatic validity check on a bank statement before allocation, with manual correction of any errors found.
  • Multi-Division PaymentsCentrally manages customer and supplier payments across several divisions within the Automatic Bank Statement module.
  • Prioritize Scenarios for Allocating Invoices to Bank Statements LinesSets which matching scenario applies to each kind of bank statement transaction.
  • Reset a Bank StatementResets a bank statement left in an inconsistent state after a job ended abnormally.
  • Review a partly or fully allocated bank statementReviews the outcome of an automatic or manual bank statement allocation and the actions available in response.
  • Review a Search for Information in the Additional Information FileReviews the log generated when searching the additional information file during invoice-to-statement-line allocation.

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Risk Management26

Covers managing customer credit risk, payment monitoring, letters of credit, and trade risk, including DSO analysis, credit policies, and insurance for at-risk customers.

Highlights
  • Analysis of Customer Payment Situation Using Calculation of Days of Sales Open (DSO)Uses Days of Sales Open (DSO) calculations to track how a customer's payment performance changes over time.
  • Apply Company Credit Policy to CustomerSets the rules for applying a company's credit policy to a customer, combining internal routines with external financial data.
  • Calculate Average Customer Credit Time as a DSO Value per Payer and PeriodCalculates the average time each payer takes to pay invoices, expressed as a DSO value per period.
  • Cancel Customer Risk for Draft PaymentsRemoves the risk that a collected or discounted customer draft is later rejected by the bank for non-sufficient funds.
  • Create payment instructionDefines a short instruction telling a customer which bank to pay, or explaining payment routines.
All 25 capabilities
  • Analysis of Customer Payment Situation Using Calculation of Days of Sales Open (DSO)Uses Days of Sales Open (DSO) calculations to track how a customer's payment performance changes over time.
  • Apply Company Credit Policy to CustomerSets the rules for applying a company's credit policy to a customer, combining internal routines with external financial data.
  • Calculate Average Customer Credit Time as a DSO Value per Payer and PeriodCalculates the average time each payer takes to pay invoices, expressed as a DSO value per period.
  • Cancel Customer Risk for Draft PaymentsRemoves the risk that a collected or discounted customer draft is later rejected by the bank for non-sufficient funds.
  • Create payment instructionDefines a short instruction telling a customer which bank to pay, or explaining payment routines.
  • Create Report with Payers with Insurance and Open InvoicesPrints a report listing insured payers who currently have open invoices.
  • Create Report with Payers with Insurance and Past Due InvoicesPrints a report listing insured payers who currently have past due invoices.
  • Create Status Code for Credit Monitoring ActionCreates custom status codes for different credit-monitoring actions, with up to 99 available.
  • Configure Calculation of Days of Sales Open (DSO)Configures the rules for calculating DSO figures used in credit monitoring.
  • Configure Credit MonitoringConfigures how customer information feeds into credit monitoring, defining which data is pulled and how it's calculated.
  • Define Payment TermsDefines how due dates are calculated for supplier and customer invoices.
  • Follow Up Future Rate AgreementReviews how invoices and payments affect an existing future rate agreement and the amount still reserved for it.
  • Credit ControlSurfaces each customer's credit limit next to their financial data, with options to update records and review standing.
  • Managing Customer CreditReviews a payer's credit history and assesses exposure to potential losses from that customer.
  • Managing Customer Credit and Trading RiskIdentifies and manages risk across customer credit exposure and international trade dealings, limiting negative impact on the business.
  • Managing Insurance for Potential Risk CustomerManages insurance policies for at-risk customers, guarding against write-offs on receivables that go unpaid.
  • Managing Letters of Credit for Export PurposesManages letters of credit issued for sales to customers based in other countries.
  • Managing Letters of Credit for Import PurposesManages letters of credit used to pay foreign suppliers for imported goods.
  • Managing Trading RiskGives a high-level overview of how letters of credit function as payment documents that lower risk exposure in cross-border trade.
  • Print Analysis of Payer Credit LimitsPrints an analysis comparing payers' credit status against their defined credit limits.
  • Process Credit MonitoringUses recorded transactions and supporting documentation to track payment trends and creditworthiness for chosen customers.
  • Process Letter of Credit in M3Tracks the steps involved in an international trade transaction that uses a letter of credit for payment.
  • Register Letter of CreditRegisters a letter of credit used for either import or export transactions.
  • Reminding Payer about Past Due Customer Invoices by PhoneTracks phone-based reminders sent to late-paying customers about overdue invoices, logging contacts via tickler notes.
  • Select Transactions for Credit Monitoring and Payment RemindersChooses which overdue customer invoices enter the credit monitoring routine, based on monitoring settings and due dates.

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Rental Invoicing10

Covers generating, reviewing, and correcting rental invoices, including advance credits, interactive invoicing, and closing completed agreements.

Highlights
  • Complete and Close Rental AgreementsCloses out completed rental agreements to improve the performance of the invoicing process.
  • Creating Auto Credit for a Rental Agreement LineAutomatically generates a credit proposal when equipment invoiced in advance is returned before its billed period ends.
  • Define Days to be Invoiced in RentalConfigures which days are counted and billed when invoicing a rental agreement.
  • Invoice History per EquipmentDisplays the full invoice history for a specific piece of rental equipment.
  • Invoice Rental AgreementCreates an invoice proposal for rental agreement lines that have not yet been billed.
All 9 capabilities
  • Complete and Close Rental AgreementsCloses out completed rental agreements to improve the performance of the invoicing process.
  • Creating Auto Credit for a Rental Agreement LineAutomatically generates a credit proposal when equipment invoiced in advance is returned before its billed period ends.
  • Define Days to be Invoiced in RentalConfigures which days are counted and billed when invoicing a rental agreement.
  • Invoice History per EquipmentDisplays the full invoice history for a specific piece of rental equipment.
  • Invoice Rental AgreementCreates an invoice proposal for rental agreement lines that have not yet been billed.
  • Invoicing Exchange Agreement LinesBills an exchange agreement line, created when a rented item was swapped, and sends the invoice to the customer.
  • Invoicing Rental AgreementProcesses rental agreement invoices for internal or external customers based on the assigned payer.
  • Managing Interactive Rental InvoicingLets users generate and review rental invoices interactively before they're finalized.
  • Reversion of Rental Invoice Service OrderReverses a rental invoice that was created through a service order.

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Managing Accounting System33

Covers general ledger administration tasks such as account allocation, balance file maintenance, reconciliation, period and year-end closing, and fixed asset corporate accounting.

Highlights
  • Account AdditionAutomatically appends one or more accounting identities to an accounting string, triggered by identities from other dimensions.
  • Accounts Allocation Template for General Ledger and BudgetBuilds reusable templates that spin off new accounting entries from an existing ledger or budget balance.
  • Analyze and Repair the General Ledger Balance FileFinds and fixes mismatches between the ledger balance file and either the general ledger itself or the budget transaction table.
  • Archive Accounts Receivable TransactionsMoves customer invoice and payment records out of active accounts receivable and into archive storage.
  • Automated problem solving in the Financial SystemAutomatically corrects transaction and status errors caused by a system failure.
All 32 capabilities
  • Account AdditionAutomatically appends one or more accounting identities to an accounting string, triggered by identities from other dimensions.
  • Accounts Allocation Template for General Ledger and BudgetBuilds reusable templates that spin off new accounting entries from an existing ledger or budget balance.
  • Analyze and Repair the General Ledger Balance FileFinds and fixes mismatches between the ledger balance file and either the general ledger itself or the budget transaction table.
  • Archive Accounts Receivable TransactionsMoves customer invoice and payment records out of active accounts receivable and into archive storage.
  • Automated problem solving in the Financial SystemAutomatically corrects transaction and status errors caused by a system failure.
  • Closing Period and Fiscal Year in General LedgerRuns the routine for closing accounting periods and fiscal years, balancing all general ledger transactions.
  • Create Allocation Selection TableBuilds a lookup table that spreads costs and revenue across other accounting dimensions in line with actual results.
  • Create Filing Template for Selective Archiving of Ledger TransactionsDefines filing templates for selectively archiving individual balance, profit and loss, customer, or supplier records.
  • Create finance interface templateCreates an interface template used to import financial transactions into M3 Business Engine.
  • Create Records in Period Accounting TableCreates period accounting table records, either directly or through an API.
  • Create target table for allocationDefines the new account entries produced by an allocation, for use with budget or actual result transactions.
  • Display balance informationPulls up financial balances for chosen dimensions over any date range you set.
  • Display financial informationDisplays individual general ledger transactions or balances for analysis.
  • Enter Bank TransactionCreates bank transactions that are offset against a bank account, including offsets for statement-of-account entries.
  • External ReconciliationReconciles the balance account against an external document on an ongoing basis to reduce workload at period and year-end close.
  • Maintaining the General Ledger balance fileRuns analysis, repair, or a full rebuild on the ledger balance file so it stays in sync with the ledger and any budget.
  • Managing finance interface transactionsManages financial transactions imported through the FIM interface, covering position-based and other usage types.
  • Manually Reconcile Against External DocumentMatches recorded transactions by hand against an outside document, such as a bank statement.
  • Petty CashTracks petty cash spending, which later feeds into the general ledger through the petty cash function.
  • Print List of Unbalanced Vouchers or JournalsLists vouchers or journals that don't balance within a given fiscal year, supporting period-close checks.
  • Reconcile internal transactionsMatches and reconciles offsetting debit and credit transactions in the balance account.
  • Record Profit/Loss for the YearBooks the year's profit or loss automatically, closing income statement figures against the balance sheet.
  • Security Check for a Financial SystemLimits access to information at the accounting identity level to prevent incorrect entries and unauthorized access.
  • Update Period AccountingBuilds and distributes accounting entries per a preset period accounting table, triggered on demand.
  • Use Standard VoucherReuses a predefined voucher for entries that recur often, such as standard cost allocations across cost centers.
  • Activating Corporate Accounting and Reporting in Fixed AssetsCovers enabling corporate accounting and reporting for fixed assets, including acquisition, revaluation, depreciation, and disposal transactions.
  • Setting up Corporate Accounting and Reporting in Fixed Asset TransactionsDefines the ledger-specific adjust value type and related settings needed to enable corporate accounting and reporting on fixed asset transactions.
  • Fixed Asset Acquisition and AdditionBooks fixed assets that originate as a supplier invoice, a journal voucher entry, or an asset under construction, all posted under one shared voucher type.
  • Fixed Asset - RevaluationRevalues fixed assets per depreciation type, tied to the voucher type connected to the relevant book of account.
  • Depreciation CalculationCalculates depreciation starting from the year and period determined by the accounting ledger's period type.
  • Extraordinary DepreciationHandles extraordinary depreciation entries, tied to an account book under the local ledger type.
  • Corporate Accounting and Reporting FAS - Selling EquipmentSwitches on the corporate accounting and reporting capability so fixed assets stay in sync with linked equipment, wherever that integration is active by division.

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Time Accounting10

Covers reporting, approving, authorizing, and transferring employee time and cost data to the general ledger, integrated with project management.

Highlights
  • Approve Time ReportApproves a time report and prepares it for authorization or direct transfer to the general ledger.
  • Authorize Time ReportAuthorizes a time report so it's ready to move on to the general ledger.
  • Basic Data for Time AccountingDefines and maintains the basic data needed to create, approve, and transfer time reports.
  • Create Time Report and Report Time and CostsCreates a time report and logs an employee's hours and expenses, completing it ready for approval.
  • Enter Labor Code TemplateDefines labor code templates that group related labor codes, such as allowances and travel, for use in time reports.
All 9 capabilities
  • Approve Time ReportApproves a time report and prepares it for authorization or direct transfer to the general ledger.
  • Authorize Time ReportAuthorizes a time report so it's ready to move on to the general ledger.
  • Basic Data for Time AccountingDefines and maintains the basic data needed to create, approve, and transfer time reports.
  • Create Time Report and Report Time and CostsCreates a time report and logs an employee's hours and expenses, completing it ready for approval.
  • Enter Labor Code TemplateDefines labor code templates that group related labor codes, such as allowances and travel, for use in time reports.
  • Invoice Time TransactionBills a customer for previously reported hours and expenses, then transfers the transaction to the general ledger.
  • Time AccountingCreates time reports that move through approval and authorization before posting to the general ledger.
  • Time Accounting ModuleCaptures hours worked on activities and projects; it connects to M3 Project Management yet also works as a standalone module.
  • Transfer Time Transaction to General LedgerTransfers internal time transactions to the general ledger, producing an accounting journal and proposal list.

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Customer Order Invoicing and Financial Transactions24

Covers customer order invoicing and the resulting financial transactions, including advance and summary invoicing, corrective invoices, invoice printing and restart, EU sales reporting, and posting to the general ledger.

Highlights
  • Advance InvoiceRequests upfront payment from a customer through an invoice issued ahead of delivery, always tied to a customer order.
  • Advance Invoicing MethodsOutlines the available advance invoicing methods and the business scenarios each one best suits.
  • Create Advance Invoice Proposal ManuallyManually creates an upfront-payment invoice tied to a customer order, letting billing happen before goods ship.
  • Create Corrective Invoice in Sales ManagementCredits a sales invoice containing errors and, where needed, issues a replacement debit invoice.
  • Customer Order Invoice - Cancel Transfer to FIMCancels the transfer of an invoice's account entries to Financial Integration Management when records are missing, correcting unbalanced vouchers.
All 23 capabilities
  • Advance InvoiceRequests upfront payment from a customer through an invoice issued ahead of delivery, always tied to a customer order.
  • Advance Invoicing MethodsOutlines the available advance invoicing methods and the business scenarios each one best suits.
  • Create Advance Invoice Proposal ManuallyManually creates an upfront-payment invoice tied to a customer order, letting billing happen before goods ship.
  • Create Corrective Invoice in Sales ManagementCredits a sales invoice containing errors and, where needed, issues a replacement debit invoice.
  • Customer Order Invoice - Cancel Transfer to FIMCancels the transfer of an invoice's account entries to Financial Integration Management when records are missing, correcting unbalanced vouchers.
  • Customer Order Invoice - Cancel Transfer to FIM and Remove Account EntriesCancels the FIM transfer and removes account entries for invoice transactions stuck due to erroneous entries.
  • Customer Order Summary InvoiceCombines multiple customer order deliveries into a single summary invoice when defined conditions are met.
  • Defer Invoicing until Customer Order is Fully DeliveredDelays invoicing until every line on a customer order has been fully delivered, based on the applicable summary invoice code.
  • Different Voucher Number Series for Different Types of InvoicesAssigns separate voucher number series to different invoice types by connecting a FAM function to the order type.
  • Immediate Invoicing - Customer OrderAutomatically invoices a customer order the moment entry or goods issue finishes, based on the order type setting.
  • Invoice Customer Order ManuallyManually invoices customer orders with selectable criteria for choosing which orders to include.
  • Invoice Post-processingManually completes remaining updates tied to a customer order that has already been invoiced.
  • Invoicing and Financial Transactions OverviewExplains the scenarios that trigger customer order invoicing within the broader order workflow.
  • Invoicing Customer OrdersInvoices customer orders and raises their delivery status to reflect that invoicing is complete.
  • Managing Advance InvoiceRequests upfront customer payment to limit exposure to obsolete stock.
  • Mirror AccountingUses a shared chart of accounts to mirror entries across affiliated companies in the same corporate group.
  • Post-process InvoicesUpdates information after invoicing that is not automatically updated at the point of invoice creation.
  • Print Advance Invoice in BatchPrints advance invoices in a batch run before the ordered goods are delivered.
  • Print Invoice CopyReprints a copy of a customer order invoice that has already been invoiced and printed once.
  • Restart invoicingResumes an invoicing job once its interruption clears and the job is no longer active.
  • Settings - InvoicingDefines division-level settings that control how invoicing behaves for a specific business.
  • Update EU SalesManually updates EU sales figures used as the basis for quarterly cross-border EU sales reporting.
  • Update Sales Account EntriesRecords account entries, including bonus and commission amounts, skipped during the original invoicing run.

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Managing Fixed Assets39

Covers the fixed asset lifecycle in M3, including acquisition, depreciation, revaluation, insurance, physical inventory, and disposal.

Highlights
  • Activate Fixed Asset Under Construction Proposal in (FAS660)Brings a previously saved proposal for assets under construction live, making sure the total build cost carries over correctly.
  • Automatic Registration of Equipment as a Fixed Asset at Goods ReceiptRegisters equipment as a fixed asset the moment it's received, then activates it once the matching supplier invoice clears.
  • Calculate Cost of Capital for Fixed AssetsCalculates a theoretical cost-of-capital interest figure related to a fixed asset, used for estimation purposes.
  • Change fixed asset entryChanges a fixed asset entry when the asset moves between cost centers or other accounting dimensions.
  • Configuring Depreciation of Fixed AssetsConfigures depreciation settings for fixed assets so calculations run automatically and match company policy.
All 38 capabilities
  • Activate Fixed Asset Under Construction Proposal in (FAS660)Brings a previously saved proposal for assets under construction live, making sure the total build cost carries over correctly.
  • Automatic Registration of Equipment as a Fixed Asset at Goods ReceiptRegisters equipment as a fixed asset the moment it's received, then activates it once the matching supplier invoice clears.
  • Calculate Cost of Capital for Fixed AssetsCalculates a theoretical cost-of-capital interest figure related to a fixed asset, used for estimation purposes.
  • Change fixed asset entryChanges a fixed asset entry when the asset moves between cost centers or other accounting dimensions.
  • Configuring Depreciation of Fixed AssetsConfigures depreciation settings for fixed assets so calculations run automatically and match company policy.
  • Create Depreciation Types for Fixed AssetsCreates depreciation types, the basic categories used to write off fixed assets, connected to specific fixed asset types.
  • Create Fixed Asset Type with Standard Values for Fixed AssetsCreates templates of predefined information common to a category of fixed asset.
  • Create Group for Fixed AssetsDefines optional groupings that let a company track similar fixed assets together.
  • Create Template for Double Declining Depreciation of Fixed AssetsCreates a template for the double declining method, a variant of declining balance depreciation.
  • Create or Update the Acquisition Cost of Fixed Assets with Project Costs through (FAS660)Adjusts a fixed asset's acquisition cost using costs booked to a particular project.
  • Create Value Type for Fixed AssetsDefines value types used to track figures a company wants to follow for a given fixed asset type.
  • Defining Components for Fixed Asset ManagementSets up the basic building blocks of fixed asset management, from types and value types to cost-of-capital methods and groupings.
  • Depreciation Plan Calculation ControlControls the simulation and recalculation of depreciation plans for fixed assets.
  • Distribution of Depreciation for Moved Rental Equipment Registered as Fixed AssetsCalculates and distributes depreciation proportionally across warehouses or facilities for moved rental equipment registered as fixed assets.
  • Enter Budgeted Fixed AssetEnters budgeted fixed assets, representing planned acquisitions and sales, for use in budget calculations.
  • Enter Insurance InformationRecords the insurance company, policy number, and insured value for a fixed asset.
  • Fixed Assets OverviewProvides a single Experience Designer view for monitoring fixed assets across preliminary, active, and fully depreciated states.
  • Impairment of Fixed Assets According to IAS 36 - HighlightsOutlines the fixed asset impairment procedure based on IAS 36 international accounting standards.
  • Upload disposal value and finance reason codeUploads disposal value and finance reason code data, with processing controlled by fixed asset acquisition settings.
  • Managing External User-defined Depreciation Plan for Fixed AssetsHandles depreciation schedules calculated outside the system through a connected external interface.
  • Physical Inventory of Fixed AssetsCreates the documentation needed to conduct a physical inventory of fixed assets and updates records with the results.
  • Revaluation of Fixed Assets in M3 According to IAS 16Revalues fixed assets when their fair value differs from carrying amount, based on IAS 16 accounting standards.
  • Selling Fixed AssetsIssues a customer invoice for a fixed-asset sale and works out the resulting gain or loss for each depreciation type.
  • Transferring to Derogatory DepreciationShifts a fixed asset onto derogatory depreciation, a French legal requirement, from whatever method it currently uses.
  • Update General Ledger with DepreciationPosts calculated depreciation for fixed assets to the general ledger for a given period.
  • Methods for Depreciating Fixed AssetsExplains the depreciation methods M3 supports for fixed assets, including linear, declining balance, derogatory, and user-defined variants.
  • OutcomeExplains the logic behind setting both planned and actual depreciation figures so balance sheet and income statement values come out correctly.
  • Before you startNotes that a company needs a well-defined depreciation policy based on local legal requirements before configuring fixed asset depreciation.
  • 1. Building Blocks of the M3 Depreciation SolutionOutlines the three core M3 depreciation methods — user-defined, linear, and declining balance — along with their variants.
  • 2. Automatic Calculation of Depreciation PlanAutomatically builds a depreciation plan for each depreciation type once the building blocks are ready and a new asset gets created or switched on.
  • 3. Linear DepreciationApplies straight-line depreciation, spreading an even loss in value across each year of an asset's life.
  • 4. Declining Balance DepreciationApplies declining balance depreciation, front-loading larger amounts in the earliest years of an asset's life.
  • 5. Derogatory DepreciationWorks out French derogatory depreciation as the gap between two separate depreciation methods.
  • 6. Auto-Change DepreciationShifts a fixed asset from declining-balance depreciation to a straight-line method partway through its useful life.
  • 7. Double Declining DepreciationApplies double declining balance depreciation using a coefficient defined in the depreciation template.
  • 8. User-Defined Depreciation PlanLets a company define its own depreciation plan, with a custom number of years and a chosen percentage or unit distribution.
  • 9. Impact on Depreciation When Working with Fixed AssetsExplains how quantity changes from sales, disposals, and splits of a fixed asset affect its depreciation.
  • 10. Extraordinary DepreciationStores an extraordinary depreciation type in a value type, applied alongside the standard depreciation method.

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Invoicing Agreement6

Covers correcting rental and leasing invoices after they've been issued, through full or partial credits and re-invoicing.

Capabilities
  • Correcting Invoices in Rental and LeasingCredits an incorrect rental or leasing invoice, for example when the amount or VAT details are wrong.
  • Create Full Credit in Rental and LeasingCredits an entire rental or leasing invoice in full and issues a corrected replacement invoice.
  • Create Partial Credit in Rental and LeasingCredits part of a rental or leasing invoice, such as a single incorrect price line, without reversing the whole invoice.
  • Credit and Re-invoiceCredits a rental invoice and reissues it for the same period with corrected amounts.
  • Corrective InvoiceCreates a matched credit and debit pair to correct a rental invoice through its connected service order.

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Managing Tax49

Covers tax management in M3, including VAT and sales tax calculation and reporting, country-specific tax invoicing, withholding tax, and trade statistics.

Highlights
  • Accounts Payable Tax Invoices for South KoreaReconciles accounts payable tax invoices against the records held by South Korea's National Tax Service.
  • Accounts Receivable Tax Invoices for South KoreaCreates and adjusts accounts receivable tax invoices used to report tax to South Korea's National Tax Service.
  • Configuring M3 Business Engine for VAT managementSets up the standard process for managing value-added tax within M3 Business Engine, excluding country-specific localizations.
  • Create Template for VAT ReportsCreates user-defined templates for generating, reconciling, and declaring VAT reports to tax authorities.
  • Create XML file for Polish Tax AuthoritiesProduces the XML file Polish tax authorities require under the SAF-T JPK KR PD format.
All 48 capabilities
  • Accounts Payable Tax Invoices for South KoreaReconciles accounts payable tax invoices against the records held by South Korea's National Tax Service.
  • Accounts Receivable Tax Invoices for South KoreaCreates and adjusts accounts receivable tax invoices used to report tax to South Korea's National Tax Service.
  • Configuring M3 Business Engine for VAT managementSets up the standard process for managing value-added tax within M3 Business Engine, excluding country-specific localizations.
  • Create Template for VAT ReportsCreates user-defined templates for generating, reconciling, and declaring VAT reports to tax authorities.
  • Create XML file for Polish Tax AuthoritiesProduces the XML file Polish tax authorities require under the SAF-T JPK KR PD format.
  • Define Basic Trade Statistics Settings per DivisionConfigures per-division settings that let EU sales transactions, Intrastat, and Extrastat entries get created automatically.
  • Define CZ Tax ReportingLets Czech users leave invoices that are neither EU nor domestic out of VAT filings, and change the VAT date shown on credit notes.
  • Fiscal representatives in M3 and their impact on VAT calculation and internal invoicingDefines fiscal representatives and explains how they affect VAT calculation and internal invoicing across EU member states.
  • Golden Tax Invoice for Internal InvoicesSpecifies and checks the Golden Tax invoice number for China against an amount limit before an internal invoice proposal is confirmed.
  • Golden Tax Invoice for M3 BE Order Invoices - Manual ProcessManually specifies order and invoice information required by China's Golden Tax System for M3 order invoices.
  • Golden Tax Management for China in M3 Business EngineRoutes VAT-bearing invoices through China's Golden Tax System to obtain invoice numbers and print on official preprinted stock.
  • Goods and Service Tax (GST) in IndiaConfigures, levies, and reports Goods and Service Tax for India using M3 invoicing and reporting functionality.
  • Introduction to Reporting of Trade Statistics in the European UnionWalks through the basics of how various trade statistics get reported across the EU.
  • Manage Tax Calculation CodesManages the tax calculation codes that determine how withheld tax is calculated, set up at division level.
  • Manage Tax Calculation Code SelectionManages the selection criteria used to determine which tax calculation code applies to a transaction.
  • Online VAT reportingAutomatically generates and submits VAT reports online, and analyzes VAT exposure and expense sources.
  • Polish Tax AuditGenerates the Standard Audit File for Tax used by Polish authorities to audit taxable transactions.
  • Reconciling and declaring VATCreates and prints VAT reports covering analysis, reconciliation, and simulation, then supports correcting and filing VAT entries.
  • Reporting Supplier TaxGenerates and reports supplier tax transactions, such as year-end reporting to the United States Internal Revenue Service.
  • Reporting Trade StatisticsCovers Intrastat and Extrastat reporting of goods and service arrivals and dispatches to national authorities.
  • Setup of M3 Trade StatisticsConfigures the standard M3 solution to support EU sales, Intrastat, and Extrastat reporting across the European Union.
  • Tax Management in M3 Business EngineLays out the broader approach to handling tax within the platform.
  • Update General Ledger with Declared VATUses the VAT run to declare VAT owed or receivable to tax authorities and updates the general ledger accordingly.
  • Validation of VAT Registration Numbers for EU InvoicesAutomatically validates customer VAT registration numbers for invoices within the EU.
  • Negative Withholding Supplier Tax Using Flexible Service CodesCalculates tax withheld on supplier invoices carrying negative amounts — credit notes, for example — when flexible service codes are used.
  • Manage item related taxSets up, updates, and reports item-related environmental or resource taxes based on stock transactions.
  • Define item related taxSets up the basic programs needed to manage item related tax transactions.
  • Update tax transactionsFeeds stock transaction records into a dedicated table that item-related tax reports draw from.
  • Report item related taxGenerates a batch of item-related tax reports, one or several at a time, covering tax amounts and quantities from applicable stock transactions.
  • Sales Tax Management in M3 Business EngineCovers US and Canadian sales tax, including jurisdiction setup, exemptions, and tax calculation on customer and supplier invoices.
  • M3 Sales TaxDescribes the programs and concepts behind M3 sales tax and the purchase sales tax and sales tax interface method.
  • M3 Sales Tax ConceptsCovers the general concepts and settings used to manage M3 sales tax, including tax jurisdiction levels.
  • M3 Sales Tax ExemptionsReplaces standard tax rates for a geographical code with an exemption tied to a specific tax code and geography combination.
  • M3 Sales Tax for Customer InvoicesApplies sales tax to customer invoices based on state definitions, tax rules, tax points, drop boxes, and nexus.
  • M3 Sales Tax Concepts Related to Customer InvoicesCovers the concepts and settings used to manage sales tax specifically for customer invoices, including state definitions.
  • M3 Sales Tax Decision on Customer InvoicesShows how tax rules, tax points, drop boxes, and nexus shape sales tax outcomes across state lines.
  • M3 Sales Tax for Supplier InvoicesCalculates and reports sales tax on supplier invoices received without tax when tax is actually required.
  • M3 Sales Tax Concepts Related to Supplier InvoicesCovers the concepts and settings used to manage sales tax for supplier invoices, including costing elements for tax.
  • M3 Sales Tax Decision on Supplier InvoicesAdds tax to a supplier invoice not connected to a purchase order by specifying a geographical code.
  • Define and Manage AvaTax Sales TaxConnects the third-party AvaTax service to compute customer-invoice sales tax automatically.
  • Define and Manage Vertex Sales TaxConnects the third-party Vertex service to compute customer-invoice sales tax automatically.
  • VAT Management in M3 Business EngineCovers how M3 automatically proposes, calculates, and records VAT for national and international transactions, excluding country-specific localizations.
  • The VAT ProcessOutlines the core steps in managing VAT: making the VAT decision, calculating the VAT, and creating the related legal documents.
  • Making VAT decisionDetermines whether VAT applies to a transaction, the first step M3 performs in the VAT process.
  • Determining VAT RateAutomatically retrieves and proposes the correct VAT rate once a positive VAT decision has been made.
  • Triangular TradeHandles triangulation, a chain of supplies between three parties across EU member states where goods pass directly to the final party.
  • VAT ExemptionsPrints VAT exemption text on customer invoices for exempt or zero-rated goods and replaces VAT codes to comply with EU rules.
  • Summary of VAT Management in M3Summarizes how the CCHKIFV and CCRTVAT functional programs check and calculate VAT whenever an order, invoice, or customer or supplier record is created.

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Managing Current Assets13

Covers financial inventory valuation, including acquisition cost, actual value, and work-in-process valuation for cost accounting.

Highlights
  • Acquisition CostCaptures the direct cost of acquiring stock at a point in time, used alongside actual value to set inventory worth.
  • Actual ValueReflects current market value for inventory items, calculated by net sales value or by replacement cost.
  • Calculation of Inventory ValueWorks out inventory value for internal books by taking whichever figure is lower, acquisition cost or market value.
  • Create accounting strings for inventory valuation variancesCreates the accounting strings used to post inventory valuation variance calculations.
  • Create Inventory Valuation ProposalBuilds a draft calculation of financial inventory value.
All 12 capabilities
  • Acquisition CostCaptures the direct cost of acquiring stock at a point in time, used alongside actual value to set inventory worth.
  • Actual ValueReflects current market value for inventory items, calculated by net sales value or by replacement cost.
  • Calculation of Inventory ValueWorks out inventory value for internal books by taking whichever figure is lower, acquisition cost or market value.
  • Create accounting strings for inventory valuation variancesCreates the accounting strings used to post inventory valuation variance calculations.
  • Create Inventory Valuation ProposalBuilds a draft calculation of financial inventory value.
  • Depreciation of Net Sales ValueEstimates inventory's market value in cost accounting through the net sales value approach.
  • Enable inventory valuationSets the parameters controlling inventory valuation variances used in financial inventory valuation.
  • Enable WIP ValuationCreates the parameters needed to value work in process for cost accounting.
  • Inventory Value for Cost AccountingSets inventory's financial value for cost accounting as whichever is lower, acquisition cost or market value.
  • Recurring Transfer of General Ledger Transactions to External Financial SystemTransfers general ledger transactions from M3 to an external financial system on a recurring basis.
  • Valuate Work in Process (WIP)Values work in process for inventory valuation purposes, using the CA50 FAM function.
  • Valuation of Work in ProcessWorks out the value of in-progress manufacturing and work orders for cost-accounting inventory valuation.

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Point of Sales4

Integrates M3 with external point-of-sale systems, downloading customer, item, price, and user data, and handling cash, credit, telesales, returns, and refund transactions at the shop.

Capabilities
  • Manage the Payment Provider LedgerManages the payment provider ledger, which records M3 account entries for payment transactions handled by a third-party provider.
  • Update the Payment Provider Ledger with Credit Card Payments from POSEnables the payment provider ledger to update from card payments captured through a POS system.
  • Confirm Transactions in the Payment Provider LedgerConfirms recorded transactions held within the payment provider ledger.
  • Transfer Payment Provider Ledger Entries to FIMMoves account entries out of the payment provider ledger into Financial Integration Management.

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Creating Financial Reports25

Covers building and running custom financial reports in M3, including report structure, access control, and country-specific electronic reporting formats.

Highlights
  • Create Account Translation ScenarioSets up a scenario for translating accounts between different reporting or accounting structures for financial reporting purposes.
  • Authorize Access to Online ReportsAuthorizes specific users to access an online report in full or restricts them to only certain parts of it.
  • Create Category Group for Claim/Liability ReportsCreates a category group used to classify customer and supplier invoices within claim and liability reports.
  • Create CellsCreates calculation or text cells used within a financial report definition.
  • Create ColumnsDefines the text, detail, calculation, or percentage columns included in a financial report.
All 24 capabilities
  • Create Account Translation ScenarioSets up a scenario for translating accounts between different reporting or accounting structures for financial reporting purposes.
  • Authorize Access to Online ReportsAuthorizes specific users to access an online report in full or restricts them to only certain parts of it.
  • Create Category Group for Claim/Liability ReportsCreates a category group used to classify customer and supplier invoices within claim and liability reports.
  • Create CellsCreates calculation or text cells used within a financial report definition.
  • Create ColumnsDefines the text, detail, calculation, or percentage columns included in a financial report.
  • Create LinesDefines the text, detail, calculation, or external lines included in a financial report.
  • Create Report HeaderCreates a report header template that determines a report's appearance and how and where it prints.
  • Electronic Accounts Receivable Audit ReportCreates electronic accounts receivable audit files required by different countries' tax authorities.
  • Electronic Report for Accounting IdentitiesGenerates the electronic chart-of-accounts report required by the Mexican tax authority.
  • Electronic SAF-T Report Version for country version LithuaniaGenerates the Standard Audit File for Tax version required for Lithuania.
  • Electronic SAF-T Report Version 2 for country version NorwayGenerates version 2 of the Standard Audit File for Tax required for Norway.
  • Electronic Z4 reporting to bankReports Z4 cross-border service payment transactions electronically to the German Bundesbank.
  • Manage Claim/Liability ReportsCreates electronic claim and liability reports, classifying invoices into categories.
  • Manage E-InvoiceCreates electronic invoices in the format expected by Infor Localization Services Platform, based on the standard invoice business object document.
  • Manage Invoice BOD DataCreates the business object document data needed for an invoice when it is generated in M3 Business Engine.
  • Online Invoicing ProcessingProduces XML files from customer invoice records so they can be sent on to tax authorities via online invoicing.
  • Online Invoicing Processing for HungaryRuns online invoicing for Hungary, generating XML files for customer invoice transactions sent to tax authorities.
  • Online Invoicing Processing XML Structure for HungaryLays out how the XML files built for Hungary's online invoicing process are structured.
  • Manage supplier e-invoice for foreign or small domestic suppliersTracks and manages e-invoices submitted to government authorities for foreign or small domestic suppliers, including status and feedback.
  • Report DefinitionDefines a financial report used to organize and present information clearly within the financial system.
  • View Report Online and Drill Down to Individual Transactions in General LedgerReviews a financial report created with the M3 Report Generator online and drills down to the underlying vouchers and transactions.
  • Manage Financial ReportsBuilds and configures financial reports in XML, CSV, or flat-file form, or fires off events based on the underlying data.
  • Manage financial report proposalManages the creation and processing of financial report proposals generated from the Financial Report program.
  • Manage Financial Report GroupsCreates and manages groups of financial reports so proposals and files for multiple reports can be triggered together.

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Cash Desk16

Handles cash desk operations, including registering, reconciling, and validating cash payments and invoices, printing checks, and managing petty cash and credit card payments taken at the desk.

Highlights
  • Configure a cash desk for registering cash paymentsCreates a cash desk for registering cash payments and connects users and payment methods to it.
  • Display and Restart Interrupted Payment TransactionsDisplays and restarts credit card payment transactions in cash payment entry that were interrupted.
  • Handling Cash Payments of InvoicesProcesses cash received against customer invoices, whether or not they were originally intended to be paid that way.
  • Handling Petty Cash in Cash DeskControls which cash desks can handle petty cash withdrawals and records the resulting transactions.
  • Move Cash between Cash Desks in Cash DeskMoves cash between two cash desks in a single transaction on one screen.
All 15 capabilities
  • Configure a cash desk for registering cash paymentsCreates a cash desk for registering cash payments and connects users and payment methods to it.
  • Display and Restart Interrupted Payment TransactionsDisplays and restarts credit card payment transactions in cash payment entry that were interrupted.
  • Handling Cash Payments of InvoicesProcesses cash received against customer invoices, whether or not they were originally intended to be paid that way.
  • Handling Petty Cash in Cash DeskControls which cash desks can handle petty cash withdrawals and records the resulting transactions.
  • Move Cash between Cash Desks in Cash DeskMoves cash between two cash desks in a single transaction on one screen.
  • Print Checks in Cash DeskPrints checks as a valid payment method against a credit note recorded in the cash desk.
  • Print Selected Cash InvoicesSelects a range of unpaid cash invoices and prepares them for printing.
  • Print Selected Cash PaymentsSelects cash payments by criteria and prepares the chosen group for printing.
  • Reclassify an Invoice for Cash PaymentsSwitches an invoice's classification to cash after the fact, for cases where a buyer prefers to settle that way.
  • Reconcile and validate cash desksReconciles and validates a cash desk, setting its payments ready for transfer to accounting.
  • Register and Validate Cash Payments for InvoicesRecords and validates cash received against invoices at a cash desk, supporting several payment methods.
  • Search and Display Cash InvoicesSearches for and displays specific cash invoices.
  • Search and Display Cash PaymentsSearches for and displays specific cash payments.
  • Select Original Payment Method in Cash DeskRefunds a customer using the same payment method as the original invoice when that setting is activated.
  • Update the Payment Provider Ledger with Credit Card Payments from Cash DeskEnables the payment provider ledger to be updated with credit card payments validated through the cash desk.

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Financial Agreements4

Covers managing financial agreements, including matching supplier invoices against agreements and administering lease agreements.

Capabilities
  • Financial AgreementsManages financial agreements and their accounting, and matches supplier invoices against an agreement.
  • Leasing AgreementsCreates and manages financial lease agreements and their associated right-of-use assets.
  • Leasing Agreements HubProvides an Experience Designer view for working with leasing-type financial agreements and their agreement lines.

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Project Accounting2

Covers recognizing project revenue and cost at period end based on budget, actual values, and percentage of completion.

Capabilities
  • Project AccountingWorks out the revenue or cost a project should book by period end, factoring in budget figures, actuals, and percent-complete status.

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General Ledger5

Covers Experience Designer applications for managing, tracing, and displaying general ledger transactions and vouchers.

Capabilities
  • General Ledger AdminGives users a way to fix general ledger transactions that got stuck after a processing error.
  • General Ledger DeskProvides oversight and traceability of transactions affecting the general ledger, including voucher tracking.
  • GL Transaction DetailsConsolidates and displays general ledger transaction details in a simplified, modern view.
  • GL Voucher DisplayOffers one screen for viewing and searching general ledger vouchers, making long, multi-line vouchers easier to review.

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The Infor M3 Evaluation Kit

An independent assessment of Infor M3 — strengths, gaps and real pricing — plus a requirements template you can score its finance & accounting against alongside every other system on your shortlist.

Infor M3 Evaluation Kit

2026 Edition · PDF guide + XLSX template

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  • Buyer's guide (PDF): Infor M3 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 77 finance & accounting capabilities scored on this page
  • The questions to put to the vendor and to implementation partners
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Infor M3 add-ons & integrations

Extend Infor M3 with best-of-breed software that integrates with it:

Accounts payable automation softwareInvoice capture, 3-way matching and payment that post to your ERP.
BILL Accounts PayableAvidXchangeBasware
+10 more →
Accounts receivable softwareAR automation, collections and cash application synced to your ERP.
BilltrustChaserEmagia
+11 more →
Expense management softwareExpense reports, corporate cards and reimbursement synced to your ERP.
BILL Spend & ExpenseBrexEmburse
+10 more →
Financial close softwareClose orchestration, reconciliations and consolidation synced to your ERP.
Adra SuiteBlackLineCadency
+9 more →
Bank reconciliation softwareAutomated bank statement matching that reconciles clean into your ERP.
Adra SuiteAutoRekBlackLine
+11 more →
FP&A softwareBudgeting, forecasting and rolling plans synced with your ERP GL.
Anaplan (Finance / FP&A)BoardCCH Tagetik
+12 more →
Sales tax softwareSales tax, VAT and e-invoicing compliance wired to your ERP.
AnrokAvalaraFonoa
+9 more →
Treasury management systemCash forecasting, liquidity and payments connected to your ERP.
AgicapCoupa TreasuryFIS Treasury and Risk Manager (Quantum)
+9 more →
Revenue recognition softwareASC 606 / IFRS 15 revenue automation on top of your ERP.
Aptitude RevStreamBillingPlatform RevRecChargebee RevRec
+12 more →

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How it compares

Finance & Accounting coverage across the systems most often shortlisted alongside it, scored against the same capability list.

Finance & Accounting capability coverage by product, showing confirmed capabilities out of the number scored in each category.
Area
Infor M3 logo
Infor M3
Sage X3 logo
Sage X3
SAP S/4HANA Private Cloud logo
SAP S/4HANA Private Cloud
Microsoft Dynamics 365 logo
Microsoft Dynamics 365
Accounts Receivable7+1/86+1/85+3/84+1/8
Core Accounting9+2/1211+1/1210+1/129+2/12
Treasury & Cash Management6+1/84+1/86+2/83+1/8
Asset & Tax8+3/128+2/125+2/125+1/12
Financial Planning6+4/115+3/117+2/11—
Closing & Audit6/103+4/106+1/103+4/10
Accounts Payable3/85/85+1/84+2/8
Compliance & Regulatory2+2/82+1/84/82+1/8
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 →

Finance & Accounting — strength by vendor

VendorStrengthBest forStarting priceImplementationActions
SAP S/4HANA Public Cloud logo
SAP S/4HANA Public Cloud 		★★★ strongMid-market and standardised enterprises wanting fast time-to-value$180/user/mo3–6 months
Get SAP S/4HANA Public Cloud pricingAdd SAP S/4HANA Public Cloud to compareFind SAP S/4HANA Public Cloud partners
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
SAP Business ByDesign logo
SAP Business ByDesign 		★★★ strongMidsize companies or subsidiaries needing cloud-first SAP$120/user/mo4–8 months
Get SAP Business ByDesign pricingAdd SAP Business ByDesign to compareFind SAP Business ByDesign 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

Evaluating finance & accounting on Infor M3

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

  1. 1Multi-entity and multi-currency support
  2. 2Real-time financial consolidation
  3. 3Automated revenue recognition (ASC 606)
  4. 4Built-in audit trails and compliance controls
  5. 5Integration with banking and payment systems

Infor M3 starts at a custom quote with a typical total cost of $250K–$1.5M and a 8–15 months implementation.

Full Infor M3 pricing breakdown →

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Infor M3 Finance & Accounting FAQ

What does Infor M3's finance module cover?

M3's financial management covers general ledger, accounts payable and receivable, fixed assets, and multi-unit/group consolidation, with process-manufacturing-specific additions like grower pricing and payments for agribusiness customers and blend management for chemical and food producers.

Does Infor M3 support multi-currency and multi-entity consolidation?

Yes — Managing Multiple Unit Coordination and Base Currency Conversion handle consolidation and translation across business units and currencies, which is central for the multi-plant process manufacturers M3 is built for.

Can Infor M3 handle industry-specific tax and VAT requirements?

Yes, dedicated VAT and sales tax management capabilities address the compliance needs of process manufacturers operating across multiple tax jurisdictions, which matters for food, chemical, and pharma companies with international plants.

Does Infor M3 support product costing tied to manufacturing?

Yes, Product Costing calculates standard and actual costs for manufactured and process-based items, integrating with production data so cost variances from batch yields or formula changes flow directly into the general ledger.

Does Infor M3 finance include fixed asset and rental accounting?

Yes — Managing Fixed Assets covers standard depreciation, and Rental Management/Rental Invoicing address companies that also rent out equipment, reflecting M3's use across manufacturers with mixed product-and-rental revenue models.

Other Infor M3 modules

Manufacturing★★★ strongSupply Chain★★★ strongSales★★★ strongHR & Payroll★★ moderateProject Management★ basicInventory Management★★★ strongProcurement★★★ strongWarehouse Management★★★ strongEcommerce★ basicBusiness Intelligence★★ moderateQuality Management★★★ strongAsset Management★★★ strong

Explore Infor M3 by industry & company size

Industries

ERP for Food & BeverageERP for PharmaceuticalsERP for Manufacturing

Company size

Mid-Market (251–1,000)Upper Mid-Market (1,001–5,000)Enterprise (5,000+)

Related Resources

Overview

Infor M3 ERP — Modules & Review

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Pricing

Infor M3 Pricing & Costs

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Comparison

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Comparison

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Comparison

Microsoft Dynamics 365 Business Central vs Infor M3