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Past Events › Finance

February 2018

Best practice for conducting Bank Reconciliation

February 26, 2018 @ 10:15 am - 11:15 am

In thissession, we will explore the setup and processing for the new Bank Statement Import functionality in SyteLine/CSI 9.01. The enhancements include importing accounts payable payments, importing accounts receivable payments to a workbench, and importing banking transactions utilizing an automatic bank reconciliation utility and workbench.Ê We will also discuss the use of standard banking formats and best practices for using the new Bank Statement Import solution.

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How are you calculating comminssions with your SyteLine or ISM Software?

February 26, 2018 @ 11:30 am - 12:30 pm

How are you calculating comminssions with your SyteLine or ISM Software?

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Five Tips for Tax Compliance with SyteLine

February 26, 2018 @ 1:45 pm - 2:45 pm

1-2-3-4-5-Learn how automation can ease the complexities of compliance with five starter tips. Automating exemption certificate management and sales tax compliance can protect your company, save you money, and keep your business running efficiently. Join us for a High Five!

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Multi-Site Implementation and Setup

February 26, 2018 @ 3:00 pm - 4:00 pm

Multi-Site Implementation and Setup

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Financial enhancements for CloudSuite Industrial/Business v9.01

February 26, 2018 @ 4:15 pm - 5:15 pm

Join this session to learn about the new financial enhancements in 9.01.00, including multi-currency, fixed assets, electronic banking, and more.

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Protected Flow Manufacturing

February 27, 2018 @ 12:45 pm - 1:45 pm

Protected Flow Manufacturing

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Changes to Credit Card Processing

February 27, 2018 @ 2:00 pm - 3:00 pm

Changes to Credit Card Processing

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Achieve total supplier collaboration from your desktop or smartphone

February 27, 2018 @ 3:15 pm - 4:15 pm

Achieve total supplier collaboration from your desktop or smartphone

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Expenseline

February 28, 2018 @ 10:15 am - 11:15 am

Expenseline

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You are definitely (not) getting the best shipping rates

February 28, 2018 @ 11:30 am - 12:30 pm

You are definitely (not) getting the best shipping rates

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February 2019

Keys to a successful Upgrade

February 25 @ 10:30 am - 11:30 am

This session will point out critical success factors and common pitfalls when going thru an upgrade of SyteLine and all expanded functionality. Real world examples will be given and discussed drawing on more than 15 years of consulting experience performing implementations and upgrades.

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Benefits of Using Projects in CSI

February 25 @ 12:45 pm - 1:45 pm

Learn the benefits that Projects can offer in CSI. You will learn how it integrates with many other modules in CSI and when it makes sense to use Projects. We will also demonstrate the visibility it offers to manage cost and the ability to invoice without a shipment.

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Tracking and Traceability for CloudSuite Industrial Made Simple

February 25 @ 2:00 pm - 3:00 pm

See how to use barcode technology and license plating with Viewpoint for Infor CloudSuite Industrial to Track and Trace inventory from raw materials through finished goods.

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AvaTax for Syteline and Cloudsuite Industrial | Customer Panel with the Sales Tax Experts

February 25 @ 3:15 pm - 4:15 pm

Sales tax compliance puts your company at risk and EVERY business has obligations regardless of the industry. Manufacturing companies face unique and specific challenges that make managing this process difficult while putting your business at risk. This session will feature Infor Syteline Customers using Avatax and Sales Tax Experts from Avalara.We will have a discussion with our panel that will include topics related to: South Dakota vs. Wayfair and how this Supreme Court ruling may affect your business The sales…

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Fluid Components Integration Enhancements to the CPQ and Sales Portal using Mongoose.

February 25 @ 4:30 pm - 5:30 pm

What to do when parts of your item Bill of Material live in the CPQ Model rulesets. This session will show how FCI manages this problem and how we plan to extend BOM control. Discussion on ideas of what INFOR can do to enhance BOM control. See how FCI views and manages CPQ Sales portal quote and large project activity from Syteline. The power of Mongoose Enhancements

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Scan, Read and import AP Invoices directly from email to SyteLine

February 26 @ 12:45 am - 1:45 pm

We developed an application to scan, read and import AP invoices directly from email into Syteline including a manager approval function. I did this presentation at the New England User Conference so I included that powerpoint. Most of the presentation was a live demonstration. It was in integration between Kofax Capture software and Syteline. Since then we have streamlined and enhanced the process some as well.

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Enterprise Transformation: Beyond basic efficiencies, small process optimizations and the mechanical benefits of ERP

February 26 @ 10:30 am - 11:30 am

Some ERP implementations focus purely on the automation side of the business, not the increase in capabilities that result from an enterprise wide system. And even those that start off with both efficiencies and strategic benefits as a goal, end up concentrating on the automation and efficiencies. Why? Key Questions the presentation will address: What transformations are of higher benefit? Which are easier? Which are both of higher benefit and are fairly quick to implement? Can I obtain some basic…

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SyteLine/CSI – Reporting, BI and Dashboards – Easy, Powerful and Inexpensive

February 26 @ 2:00 pm - 3:00 pm

This session will demonstrate how SyteLine and CSI customers can quickly and easily access information, combine that informationwith other data sources, and deliver that information as a query, a real-time production report, a spreadsheet, or as an impressive dashboards with drill-downs. Several SyteLine and CSI customers will present solutions that they have built with Cyberscience's Enterprise Cyberquery (eCQ) system.

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PCI Compliance and Electronic Transactions Interface

February 26 @ 3:15 pm - 4:15 pm

Learn how the CenPOS integration will reduce liability related to data security (PCI), risk associated to processing credit card payments, and processing cost. The CenPOS integration with Syteline/CSI will reduce the burden of PCI compliance, improve the customer payment experience, and streamline the payment acceptance process. Position your business to handle emerging payment methods while protecting your customer’s data with the CenPOS integration.

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What to expect from a Radley/CSI/SyteLine EDI Implementation

February 27 @ 9:00 am - 10:00 am

i. Radley Corporation was founded in the 70s, and as a charter member of the AIAG, is an industry leader in automotive, as well as non-automotive EDI. Attend this session to hear specifics about what’s available in a Radley implementation by industry expert Emily Messenger. How does this team work with SyteLine/CSI? It works great! Cassie Noles will bring her experience and share the stage answering questions on SyteLine/CSI EDI.

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Digital Transformation is Happening, Are You Ready? Industrial IoT Simplified

February 27 @ 10:15 am - 11:15 am

You face increasing demands to improve your manufacturing or distribution operations with lower costs, increased quality, and faster production. So how can you deliver with the same operation and equipment? With Prophecy IoT (“Industrial IoT” or “Manufacturing 4.0”). Prophecy provides you with real time data and statistical analysis to improve production and increase profitability. By merging your Machine Data with CSI SyteLine ERP data, quality control plan data, and other information, the User can now receive actionable insights in the…

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