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Infor Cloudsuite Distribution Industry Content User Guide
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About this guide
Related documents
Overview
Role-based workspaces
Widgets
Industry Process Catalog
Industry analytics
Infor AI
Role-based workspaces
Accounts Payable Manager
AP KPIs
Purchases vs Payments
On Your Radar
Required Actions
Required actions for Discounts available matrix
Required actions for Invoice exceptions matrix
Required actions for Electronic transmission errors matrix
Required actions for Exception details matrix
Quick Actions
Manage invoices on dispute
Import vendor invoices
Manage vendor activities
Lookup vendor documents
Accounts Payable by Vendor
Important links
Accounts Payable Invoice Processing Advanced workspace
Trade Invoice
Expense Invoice
Exceptions
Exceptions - Invoice Details
Exceptions - Exception Details
Exceptions - RPA Exceptions
Exceptions - Electronic Transmission Errors
Accounts Receivable Credit Manager
Aged Trial Balance
Monthly Payment and Sales
On Your Radar
Required Actions
Required actions for Credit alerts matrix
Customer score calculation
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
Manage invoices on dispute
Send dunning letter
Customer score calculation
Manage customer activities
Lookup customer documents
Lookup lock box transactions
View customer score
Customer score calculation
Accounts Receivable by Customer
Customer score calculation
Important links
Buyer
On Your Radar
Required Actions
Quick Actions
Enter manual P.O. acknowledgement
Look up vendor contact info
View vendor score
Vendor score calculation
Purchase Priority
Purchase Orders to Expedite
Chief Executive Officer
Income Statement KPI
Balance Sheet KPI
Sales KPI
Important Links
Income Statement
Balance Sheet
Open AR Balance
Open AP Balance
Inventory Turnover Ratio
Customer Service Representative
On Your Radar
Required Actions
Quick actions
Check price and availability
Look up customer
Create customer activity
View my Open Orders
Important links
Orders to Expedite
Widgets
Process Intelligence
Industry Process Catalog for CloudSuite Distribution
Infor AI
Product Recommender context widgets
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