Infor SyteLine User Guide for Infor OS Apps

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About this guide
Intended audience
Related documents
About Infor OS versions
Using widgets on homepages
Adding homepages from the page catalog
Adding widgets to homepages
Using filters in homepage widgets
Using drillbacks in homepage widgets
Descriptions of homepages and widgets
Controller homepage
Bank Addresses Lookup widget
Cash Impact widget
Cash Received widget
Controller Quick Links widget
Controller Today's Key Values widget
Customer Analysis widget
Days Payable Outstanding widget
Days Sales Outstanding widget
G/L Account Lookup widget
Inventory Value widget
Journal Entry Builder widget
PO Funds Committed widget
Remaining Shipment Value for Period widget
Vendor Analysis widget
Customer Service homepage
Actual vs Remaining Shipping Amounts widget
Avg Elapsed Time to Repair widget
Average Order Turnaround Days widget
Customer Order Document Lifecycle widget
Customer Order Follow Up widget
Customer Orders Quick Entry
Customer/Prospect Lookup widget
Customer Service Quick Links widget
Hot List widget
Incidents Logged vs. Closed widget
Item Availability widget
Jobs Sourcing My COs widget
Late Incidents widget
Late SROs widget
Leads Count widget
Mean Time to Repair widget
My Customer Interactions widget
My Customer Orders widget
On Time Delivery widget
Opportunity Count/Value widget
Outstanding A/R Balance widget
Percent of Orders Fulfilled On Time widget
% On Time Shipments widget
POs Sourcing my COs widget
Pricing widget
Return Material Authorization widget
RMA Amount widget
Service Orders widget
SRO Awaiting Parts widget
SRO Estimates widget
SRO % Margin PTD widget
SRO Labor Utilization widget
SROs Amount/Time widget
Top 5 Orders to be Shipped widget
Total Sales YTD widget
Upcoming Shipments widget
Customer Service Manager homepage
Critical Departmental KPIs widget
Customer Service Quick Links widget
My Favorite Customers widget
On Time Delivery widget
Order Monitor widget
Return Material Authorization widget
Total Sales YTD widget
Customer Service Representative homepage
Critical Departmental KPIs widget
Customer Service Quick Links widget
Customer Orders widget
My Customer Interactions widget
My Favorite Customers widget
Order Monitor widget
Price and Availability widget
Return Material Authorization widget
Executive homepage
Cash Received widget
Cash Flow widget
Days Payable Outstanding widget
Days Sales Outstanding widget
Inventory Value widget
Opportunity Close widget
Order Bookings Today widget
% On Time Shipments widget
Pipeline Value widget
PO Funds Committed widget
Sales Overview widget
Finance Manager homepage
Days Outstanding widget
Inventory value widget
Cash impact widget
Cash received widget
Customer analysis widget
Finance quick links widget
Finance Today's Key Values widget
Inventory Control homepage
5 Highest Valued Items widget
5 Highest Valued Item Shortages
5 Highest Valued Product Codes
Cycle Count Adjustments widget
Expiring Lots/Serials widget
Hot List widget
Inventory Control Quick Links widget
Inventory Follow Up widget
Inventory Value widget
Inventory Transactions widget
Item Exceptions widget
Item Lookup widget
Job Receipt widget
Orders Fulfilled widget
Receipts widget
Shipments widget
Warehouse Lookup widget
Production Planner homepage
Hot List widget
Item Exceptions widget
Job Exceptions widget
Job Orders widget
Jobs To Complete widget
Jobs To Release widget
Machine OEE widget
Operations Efficiency widget
Planned Production widget
Production Follow Up widget
Production Quick Links widget
Resource Group Utilization widget
Scrap Analysis widget
Top 10 Job Material Variances widget
Top WIP Value Job Orders widget
Upcoming Ending Jobs widget
Upcoming Starting Jobs widget
Project Manager homepage
Jobs Sourcing My Projects widget
My Project Shipments widget
My Project Variances widget
Past Due Milestones widget
POs Sourcing My Projects widget
Project Follow Up widget
Project Hot List widget
Project Item Exceptions widget
Project Lookup widget
Project Period Costs widget
Projects Quick Links widget
Purchasing homepage
Buyer Hot List widget
Inventory Stock on Hand widget
Item Lookup widget
Lines Received vs. Not Received widget
My Buyer Interactions widget
My Purchase Orders widget
Open PO Lines widget
Open PO Requisitions widget
Open Purchase Orders widget
Planned Purchases widget
PO Count widget
PO Count by Month widget
PO Requisition Line by Status widget
PO Returns widget
Purchase Monitor widget
Purchase Order by Vendor widget
Purchase Order Document Lifecycle widget
Purchase Order Follow Up widget
Purchasing Quick Links widget
Requisition Count by Status widget
Upcoming Receipts widget
Vendor Contract Pricing widget
Vendor Lookup widget
Vouchered PO Lines widget
Purchasing Manager homepage
Inventory Stock on Hand widget
Item Lookup widget
Open PO Requisitions widget
Open Purchase Orders widget
Planned Purchases widget
PO Count widget
PO Returns widget
Purchase Monitor widget
Purchase Order by Vendor widget
Purchasing Quick Links widget
Vendor Lookup widget
Quality Control homepage
QC Quality Control Quick Links
QC Rejection Percentage By Item
QC Top 10 Scrapped Stock By Item
QC Top 5 Activities By Cost
QC Top 5 On Hold Items By Cost
QC Past Due Alerts Report
Quality Manager homepage
Past Due Alerts Report widget
Quality Control Quick Links widget
Top 5 On Hold Items by Cost widget
Top 5 Activities by Cost widget
Top 10 Scrapped Stock by Item widget
Salesperson and Sales Manager homepages and widgets
Average Customer Order widget
Bookings by Time widget
Contact Lookup widget
Customer Order Backlog widget
Customer Orders Lookup widget
Customer Orders widget
Customer Orders Quick Entry
Customer/Prospect Lookup widget
My Favorite Customer widget
My Opportunity/ Lead Lookup widget
My Sales Forecasts widget
My Salesperson Customer Orders widget
My Salesperson Interactions widget
My Salesperson Lookup widget
My Top 5 Customer Orders widget
Order Monitor widget
Orders Shipped widget
Salesperson Follow Up widget
Salesperson Opportunity Close % widget
Salesperson Pipeline Value widget
Salesperson Quick Links widget
Salesperson Today’s Key Values widget
Total Sales widget
Today's Sales Activity widget
Service Manager homepage
Avg Elapsed Time to Repair widget
Customer/Prospect Lookup widget
Incidents Logged vs. Closed widget
Late SROs widget
Mean Time to Repair widget
Service Orders widget
SRO % Margin PTD widget
SRO Awaiting Parts widget
SRO Estimates widget
SRO Labor Utilization widget
System Administrator homepage
Background Task Exceptions widget
BOD Exceptions widget
Event Handler Exceptions widget
Kill Active Tasks widget
System Administrator Quick Links widget
Unlock Locked Functions widget
Unlock Locked Journals widget
Unlock Users widget
Expiring Passwords widget
Other available widgets
My Inbox widget
Estimates Quick Entry widget
Purchase Orders Quick Entry widget
Troubleshooting
Using critical numbers as KPIs or widgets
About critical numbers
Critical number definitions
Goal and alert status
Viewing critical numbers
Adding widgets to display critical numbers in Homepages
Using Document Management and the Related Information context app with the ERP
About the Document Management integration
Predefined document type settings
Document types and their assigned attributes
Document types and their assigned roles
Document types and predefined bundling rules
Document Management-related forms in the ERP
Automatic document capture and tagging through workflows
Capturing documents through OCR
Manually adding ERP-related files in Document Management
Viewing ERP documents in Document Management
Using the Related Information context app
Understanding context messages and context entities
Viewing automatically tagged document files
Manually adding and associating ERP documents in the Related Information context app
Default description for documents
Viewing a file in the Related Information context app that is associated with an ERP record
Example: tagging and searching with attributes
Bundling documents
Bundling prerequisites
Excluding documents from bundle lists
Extending document bundling
Archiving documents
Upgrading Document Management features
Importing ERP-related definitions into Document Management
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