Infor Cloudsuite Distribution Industry Content User Guide

Home

Back

Forward

  • Help
  • Copy URL
  • PDF
  • Print this page

Help

Copy URL

Topic URL copied to clipboard

PDF

Print

About this guide
Related documents
Overview
Role-based workspaces
Widgets
Industry Process Catalog
Industry analytics
Infor AI
Role-based workspaces
Accounts Receivable Credit Manager
Buyer
Customer Service Representative
Widgets
On Your Radar for a Buyer
Quick Actions for a Buyer
Purchase Priority
Purchase Orders to Expedite
On Your Radar for a CSR
Important links
Quick actions for a CSR
Check price and availability
Look up customer
Create customer activity
View my Open Orders
Orders to Expedite for a CSR
Aged Trial Balance for an AR Credit Manager
Monthly Payment and Sales for an AR Credit Manager
On Your Radar for an AR Credit Manager
Required Actions for an AR Credit Manager
Required actions for Credit alerts matrix
Required actions for Orders on hold matrix
Required actions for Pending lock box and unapplied cash matrix
Required actions for Accounts to manage matrix
Quick Actions for an AR Credit Manager
Manage invoices on dispute
Send dunning letter
Manage customer activities
Lookup customer documents
Lookup lock box transactions
Accounts Receivable by Customer for an AR Credit Manager
Important links
Process Intelligence
Industry Process Catalog for CloudSuite Distribution
Infor AI
Product Recommender context widgets
  • Links
  • docs.infor.com
  • Send Feedback on Current Topic
  • Product Support
  • Open link in new tab
  • Open link in new window
  • Copy link to clipboard