FSM Prompt Library
The prompts in this library are drawn directly from Infor GenAI testing scenarios for FSM.
Each prompt represents recommended prompting methods (role, goal, format), and are ready to copy and paste into your GenAI Assistant chat window.
Prompts are organized by FSM module. Within each module, prompts are grouped by how they are used:
- Agents — persona-driven prompts for use with FSM GenAI agents. Each prompt is paired with the persona it was designed for.
- Industry AI Chat — general-purpose prompts for the Infor AI chat experience.
- Public Knowledge Hub — ‘How to’ general-purpose prompts that draw upon recommended use of FSM applications as documented on docs.infor.com.
Note: Industry AI Chat and Public Knowledge Hub prompts are sourced from a single combined set of scenarios and are intentionally duplicated across both surfaces.
Payables
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| AP Manager | I'm starting my day and need to understand where to focus. Show me invoices with errors, high dollar amounts, or that are past due, and group them by issue type. Then recommend which ones I should prioritize first and why. |
| AP Specialist | I need you to provide some AP invoice and vendor assistance. A key vendor - [insert vendor name] - is asking why they haven't been paid and may stop shipments. Pull all open invoices for this vendor, explain any delays or errors, and tell me what needs to happen to get them paid quickly. I also need to know about any risks to consider for this vendor. Potential follow up question: Are there any other vendors I can use instead to prevent business disruption? |
| Finance | I want to optimize cash flow for the next week. Show me all payments coming due, highlight any early payment discounts, and recommend which payments we should prioritize or delay. |
| AP Analyst | We're seeing more invoice errors than usual. Analyze current invoice errors and group them by type, like mismatches or pricing issues, and explain the likely root causes and what actions we should take. |
| Controller | I'm preparing for payables month-end close and need a clear picture of liabilities. Summarize all open and unpaid invoices, highlight any errors or risks, and tell me if anything could delay close. |
| Audit | I'm reviewing payables transactions for unusual activity. Identify any payments or invoices that look like outliers based on amount, frequency, or vendor behavior, and explain why they might be risky. I want you to use facts, not assumptions. Also provide a confidence score for your findings. |
| AP Manager | Invoices are taking too long to get approved. Show me invoices currently pending approval, identify bottlenecks by approver or team, and recommend how we can speed things up. |
| Master Data | I suspect our vendor data is causing issues. Identify vendors with missing or inconsistent information, possible duplicate vendors, vendors on hold, or anything that could cause processing errors, and recommend cleanup actions. I want you to use facts, not assumptions, and provide a confidence score. |
| AP Manager | I want you to act as a Finance Leader. You need to Analyze invoice approval delays. Use the following guidelines: Prioritize accuracy over agreement Challenge assumptions Identify risks and anomalies Separate facts vs assumptions Provide confidence level Recommend actions |
| AP Manager | Using payables data for January, February, and March 2025, produce: (a) AP aging table by vendor and legal entity (b) trend of average days-to-pay (c) top 10 vendors by outstanding |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Payables application |
| I'm a new payables administrator for FSM system and would like to learn how to request a new vendor setup. can you help? |
| I need to inactivate several vendors in the system at one time. How do I do this? |
| I want to understand common challenges in the general payables industry. For each cause, propose a troubleshooting playbook with step‑by‑step checks, data queries to run, required evidence, and recommended corrective actions. |
| What are general payables industry IRS compliance practices and forms? |
| I need to transfer funds between banks. How do I do this? |
| I need help with setting up a one time vendor. How do I do this? |
| As a Payables leader, I want to ensure we comply with 2026 GAAP accounting standards and industry trends. What AP trends do I need to know about, including paperless processing, security and fraud prevention, and common AI solutions to support our teams and drive a competitive edge. |
Cash
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Cash Manager | I’m starting my day and need a clear view of our cash position. Show me current balances across all accounts, highlight any negative balances or unusual changes, and tell me where I should be concerned. Summarize any liquidity risks I should act on immediately. |
| Cash Analyst | I need to make sure all bank activity is accounted for. Show me any missing or unreconciled bank statements, and tell me which accounts or dates are incomplete. Highlight anything that could delay reconciliation or impact reporting. |
| Treasury | I need to understand our upcoming cash outflows. Show me payments due in the next week, identify any large or unusual transactions, and tell me if we have any risk of shortfall based on current balances. |
| Cash Manager | I want to review our wire transfers for potential risk. Show me recent and pending wire transfers, highlight anything unusual in amount, timing, or destination, and flag anything that might require investigation. |
| Cash Operations | We’re seeing issues with bank processing. Show me any errors in bank statements, interfaces, or transactions, explain what’s causing them, and tell me which ones are most critical to fix first. |
| Treasury Analyst | I need to monitor intraday cash movement. Show me the latest intraday balances and highlight any large changes or unusual activity. Explain what’s driving those movements. |
| Treasury/Audit | I want to review access and control risk across our accounts. Show me who can approve or initiate transfers, highlight anyone with high or unlimited limits, and flag any potential segregation-of-duty risks. |
| Treasury Leadership | I want to understand our exposure across banks. Show me the latest cash balances for all cash management accounts in USD with a balance greater than zero, grouped by financial institution, including account number, account title, statement date, ending balance, currency, and percentage of total. Show in a table format. Please provide recommendations. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Cash Management application |
| I'm a new cash management administrator for FSM system and would like to learn how to create a new cash fund accounting rule. can you help? |
| I need to see cash code balances. How do I do this? |
| I want to understand common root causes of FSM cash variances in the general cash industry. For each cause, propose a troubleshooting playbook with step‑by‑step checks, data queries to run, required evidence, and recommended corrective actions. |
| what are general cash industry IRS cash compliance practices and forms? |
| I need to transfer funds between banks. How do I do this? |
| I need help with cash forecasting. What tools can I use? |
Contract Management
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Contract Manager | I need to understand which contracts require immediate attention. Show me contracts that are expiring soon, summarize supplier, value, and status, and highlight risks. I need you to provide a recommendation for which issues I should prioritize first. |
| Contract Analyst | I need to compare contracts [contract number], [contract number], and [contract number] in contract group [contract group]. Compare these contracts and summarize the most important differences in terms, status, expiration, and limits. Tell me if one appears riskier or inconsistent and what I should review next. |
| Contract Admin | I need you to evaluate contract errors that pose risk for my company. Show me contract line errors for contract group [contract group]. I want to understand types of issues, and what is most critical. Using facts and not assumptions, provide an assessment of what is causing issues and what need to prioritize for resolution. |
| Sourcing Manager | We need to audit a supplier to ensure better contract governance. I need you to review all contracts for supplier [supplier name] and summarize active, closed, and risky ones. Highlight missing data or unusual issues and explain where we might have exposure. |
| Contract Specialist | I need to review contract lines across contracts for items with a description that contains the word [item keyword]. This is a high volume item and we want to control costs. I need you to highlight errors, missing data, or unusual quantities and explain whether coverage looks complete or risky. |
| Legal Ops | We need help researching contracts in contract group [contract group]. Show me contracts missing descriptions, contacts, redlines, or milestones. Summarize which gaps create the most risk and what should be fixed first. |
| Contract Manager | I need an executive summary for contract group [contract group]. We have been asked to present information to include ( but is not limited to) supplier, terms, dates, contacts, and risks. Tell me what I should know before discussing it with leadership. |
| Ops Lead | Show me contract statuses, history, and any issues across contract group [contract group]. Highlight stale, incomplete, or risky contracts and recommend follow-up actions. |
| Contract Manager | I need an executive summary for contract group [contract group]. We have been asked to provide better rebate management. Tell me what I should know before discussing it with leadership. |
| Contract Analyst | I need you to assist with contract milestone analysis for active contracts. I need to surface progress and identify risks that need attention. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Contract application |
| In the Infor FSM contract application, how do I attach questions to contracts |
| What standard application reports are delivered with Infor FSM Contract Management |
| Can I customize the standard reports in Infor FSM Contract Management? |
| What contract analytic dashboards are delivered for Infor FSM (CSF) contracts |
| I am looking at FSM contract and line items and I see a field called base cost. what is this? |
| when working with contracts, what are industry standard key points that I need to consider when working with in healthcare? |
| Translate this text into formal Spanish: "Either party shall have the right to terminate this agreement in the event of a material breach by the other party, including but not limited to repeated instances of late deliveries. In the event of such a breach, the non-breaching party shall provide written notice to the breaching party, specifying the nature of the breach. The breaching party shall have a period of [X] business days to cure the breach. If the breach is not cured within the specified time frame, the non-breaching party shall have the right to terminate this agreement immediately upon written notice to the breaching party.". Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
Global Ledger
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Finance Controller | I'm preparing for close and need to ensure everything is accurate. Show me posted vs unposted journals, any errors, and summarize risks that could delay close. Highlight anything unusual I should review before finalizing. |
| GL Accountant | I need to audit recent journal activity. Show me transactions by account and journal, highlight unusual amounts or patterns, and flag anything that may need investigation. |
| Grant Manager | I want to monitor funding risk. Show me funding sources with low remaining balances or nearing expiration, and explain which ones are at risk and require action. |
| Accounting Operation | Show me recurring journal entries that are unprocessed, pending, or failed. Explain why they are stuck and what needs to be done to complete them. |
| Finance Analyst | As a finance analyst, I need to understand account trends. Show me account balances for the last account and period, highlight significant changes or anomalies, and explain possible drivers behind those changes. |
| GL Analyst | As a GL analyst, I'm investigating transactions for company 100. Provide a high level review of recent GL transactions, highlight anything unusual, and explain what might be causing it. |
| Finance Manager | Provide a summary of general ledger activity for the past three periods. Highlight key totals, major variances, and any risks leadership should be aware of. |
| Finance Operation | As a finance analyst, I'm researching data inconsistencies. Scan the ledger for errors, inconsistencies, or missing data. Highlight the most critical issues and recommend what should be fixed first. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Global Ledger application |
| How do I use the Infor Global Ledger Report Designer |
| In Infor FSM Global Ledger, what are the journal entry types |
| In Infor FSM Global Ledger, how do I setup recurring journals? |
| In Infor FSM Global Ledger, what are the period close statuses? |
| I am looking at FSM journal entry and I see a field called unique journal ID. what is this? |
| When working with global ledger journals, what are industry standard key points that I need to consider when working with in healthcare? |
| Translate this journal entry comment into formal Spanish: “Cash received from customer for invoice #12345 – payment received on 2026-04-10.” Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
| How should I document evidence for an internal audit response to demonstrate compliance? |
| What does 'Out of range' status mean for a recurring journal control? |
| What are the key financial metrics tracked in Infor FSM Global Ledger? |
Inventory
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Inventory Manager | I need to understand our current inventory position. Show me items that are low on stock or out of stock across locations, and highlight anything at risk of running out soon. Recommend what actions I should take to prevent shortages. |
| Inventory Analyst | I need you to be an experienced inventory manager responsible for item inventory expiration and waste prevention across locations. Show me items that are expired or expiring soon, grouped by urgency. Highlight items at risk of waste and recommend actions we can take. Be sure to include potential inventory transfers based upon item movement. Use the following guidelines: Prioritize accuracy over agreement, separate facts vs assumptions, and provide a confidence level (0-100%). |
| Supply Chain Analyst | I want to analyze inventory movement trends. Show me recent transactions, highlight unusual spikes or drops, and explain what may be driving those changes. |
| Inventory Planner | Show me reorder points and replenishment sources for key items, and highlight where stock levels are not aligned with demand. Recommend adjustments to optimize inventory levels. |
| Warehouse Manager | I'm working with company [company number], location [location name] and need to optimize storage and picking processes. Show me bin, shelf, and location details for items, and highlight any inefficiencies or inconsistencies. Recommend how we can optimize storage and picking processes. |
| Inventory Manager | Identify items that are out of stock or expired and suggest replacement or substitute items. Explain the best alternatives and any risks in switching. |
| Inventory Auditor | Show me inventory adjustments and discrepancies over time, and highlight any unusual patterns or frequent corrections. Recommend areas that need investigation. |
| Supply Chain Manager | Provide a summary of inventory health, including stock levels, risks, expiring items, and key issues. Highlight what leadership should focus on immediately. |
| Inventory Manager | I am concerned about inventory for item [item number]. Based upon my data, can you help me understand recent usage and help me understand how long my current inventory will last? I want to know about any risks to consider about this item, and recommendations you have for review. |
| Inventory Manager | I need to present a status report on critical inventory updates, risks, and recommendations for our executive management team for company [company number]. Help me generate talking points for this meeting. |
| Inventory Manager | Someone mentioned they are worried about inventory adjustments for company [company number]. Using my data, can you review our most recent adjustments, provide a high level summary, and identify any unusual activity or risks we should be concerned about? |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Inventory application |
| What is the importance of the item master in the Infor FSM Inventory application? How do I set it up? |
| In Infor FSM Inventory, what are Item Locations, and how do we use them? |
| In Infor FSM Inventory, what are the key components and actions associated with receiving inventory? |
| I am looking at an FSM item record and I see a field called major inventory class. what is this? |
| When working with inventory locations, what are industry standard key points that I need to consider when working with in healthcare? |
| Translate this journal entry comment into formal Spanish: “Cash received from customer for invoice #12345 – payment received on 2026-04-10.” Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
| Generate general compliance notes for items under FDA, DEA, or hazardous material regulation. |
| What does 'Out of range' status mean for a recurring journal control? |
| What item types are supported for item locations in Infor FSM? |
| Draft standardized communication templates for recalls or expiring items requiring action. |
| What are a common inventory issues for an inventory manager to consider? |
| I need to prevent stockouts for inventory. What tools can I use? |
| Generate standardized, detailed item descriptions that include manufacturer, model, packaging, and UOM for consistent reporting. |
| Translate this text into formal Spanish: "Fragile - handle with care." Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
Requisitions, Requesters, Suppliers
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Procurement Manager | I need prevent supply chain disruption for company [company number], and I also need to understand our requisition backlog. Show me requisitions that are unreleased, in progress, or pending approval, and highlight high-value or urgent ones. Tell me which require immediate action and why. |
| Procurement Analyst | Show me a summary of requester activity and profiles. Highlight any unusual patterns, high volume requesters, or incomplete profiles, and explain what stands out. |
| Supply Chain Analyst | Show me killed requisition lines and summarize trends by item, requester, or location. Highlight where waste is highest and suggest what actions we should take. |
| Sourcing Manager | I need you to be an requisitions analyst for company [company number]. Show me requisitions by vendor and summarize trends, including service vs inventoried items and approval values. Highlight any risks or unusual supplier patterns. |
| Planner | Show me requisition trends by item and time period for company [company number]. Highlight spikes, frequent requests, and items with growing demand, and suggest what we should prepare for. |
| Operations Manager | Show me requisitions by status and identify bottlenecks in the process for company [company number]. Highlight delays and recommend how we can improve cycle time. |
| Procurement Ops | Scan requisitions for missing or inconsistent data such as descriptions, vendors, or delivery dates. Highlight the most critical issues and recommend corrections. |
| Procurement Lead | Provide a summary of requisition activity including volumes, statuses, risks, and trends. Highlight what leadership should focus on immediately. |
| Procurement Manager | You are a leader in purchasing. Analyze all open purchase requests and provide a full risk assessment, including overdue deliveries, missing vendors, high spend items, and buyer workload imbalances for the past 30 days. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| I need you to write a professional urgent requisition justification explaining why expedited delivery of a requisition for catheters is required. Emphasize patient care impact, operational risk if delayed, and why standard shipping is not viable. Use formal healthcare operational language. Limit to 3–5 sentences. Notes: Critical supply needed for scheduled procedures within 48 hours, however increased shipping charges will apply. Current inventory insufficient. Delay would require case rescheduling. |
| As a requester, I need to explain why pricing changed unexpectedly (tariffs). Write a professional requisition justification explaining increased cost due to newly implemented import tariffs. Focus on external economic impact, supplier pricing adjustment, and lack of viable lower-cost alternatives. Use neutral financial language suitable for audit review. Limit to 3–5 sentences and provide a list format. Notes: Supplier notified tariff surcharge effective this quarter. Existing contract pricing no longer available. |
| We need to create a Budget exception request. I need you to Draft a requisition exception justification requesting approval for tariff-driven price increase. Emphasize necessity of purchase, market conditions, and operational impact if delayed. Use executive-ready language. Limit to 3–4 sentences in a list format. Notes: Item required to maintain operations. Alternative vendors subject to same tariff conditions. |
| Draft a polite vendor-facing message for Requisition [requisition number] requesting a change to the scheduled delivery date. State reasons, indicate whether a PO amendment is required, ask vendor to confirm within 5 business days, and include contact info. |
| Translate this comment into formal Spanish suitable for a supplier: "Urgent: Approval blocked for critical feature. Potential $50K revenue loss and 2-week schedule delay. Requires decision: 1) Expedite review and approve now, 2) Postpone release to next quarter, 3) Cancel feature. Deadline: COB tomorrow.". Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
Projects
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Project Manager | I need to understand how my projects are performing financially. Show me budget vs actuals for my key projects, highlight any significant variances, and explain what is driving those differences. Recommend where I should take action. |
| Project Manager | Show me projects that are ending soon or within the next 30–60 days. Highlight any that appear at risk based on progress or financial status, and tell me where I should focus immediately. |
| Project Analyst | Compare active project contracts associated with system upgrades projects. Summarize key differences in budget, timelines, vendors, and completion status. Highlight any risks or inconsistencies I should review. |
| Finance/Project Analyst | Show me funding sources that are low on budget or nearing expiration. Highlight projects at risk and recommend actions to prevent funding issues. |
| Program Manager | Provide a summary of my project portfolio including active, billable, and high-risk projects. Highlight key trends and issues leadership should be aware of. |
| Finance Analyst | Show me invoices and revenue for project contracts, highlight trends or anomalies, and explain any unusual patterns. Recommend where we may have revenue risk. |
| Leadership | Give me an executive summary of the [project name] project including financials, timelines, risks, and status. Highlight what leadership needs to know. |
| Project Manager | My project id [project id] is at risk of running out of budget and I need to understand why. Show me all invoices tied to this project, highlight high-cost items or trends, and explain what's driving the overrun. |
| Project Manager | I need to research active billable capital projects assigned to [Person Responsible] . I want to see a table list of his projects, budget amount, the amt invoiced, and remaining balances |
| Project Manager | I need to research all project contracts with a federal grant funding source. I want to see the end date and totals associated with each contract in a table format |
| Project Auditor | Generate structured audit trail explanations for our federal project funding sources and approval workflows. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Projects application? |
| What does the labor distribution reversal action do? |
| How can I update paid invoices for a project? |
| What are the key features of the Project Ledger application for tracking costs? |
| Give me a list of the Infor FSM standard application reports available for project ledger |
| What integration capabilities exist between Project Ledger and other Infor FSM modules? |
| What should I include in a project funding reconciliation report that aligns with audit compliance requirements? |
| Author capital vs. expense rationale for project classification, referencing organizational policies. |
| I'm working with federal grant projects. What is SEFA? |
| Generate structured audit trail explanations for our federal project funding sources and approval workflows. |
| Generate communication templates for payment clarification, performance evaluations, or final invoice acceptance. |
| Generate a kickoff comment summarizing scope, key contacts, timeline, and next steps for the project called [Project Name]. |
Purchase Order
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Buyer | I need to understand which purchase orders are at risk of late delivery. Show me POs that are past due or nearing delivery dates, highlight high-risk items, and recommend what I should follow up on immediately. |
| AP/Procurement | You are a procurement leader for company 102. I need a prioritized, decision-ready view of PO vs. invoice mismatches, root-cause signals, and recommended actions. |
| Procurement Analyst | Analyze all open purchase requests and provide a full risk assessment, including overdue deliveries, missing vendors, high spend items, and buyer workload imbalances. |
| Sourcing Manager | As a purchasing leader, you need visibility into supplier performance for group 1000. Show me supplier performance metrics and evaluations. Highlight underperforming vendors, risks, recommend actions, or alternatives. |
| Procurement Ops | Show me acknowledgement messages needing action. Highlight vendors with delays or missing responses and explain the impact. |
| Warehouse/Procurement | Show me purchase order receipts and highlight any missing or partial deliveries. Explain discrepancies and recommend next steps. |
| Procurement Lead | Show me vendors with minimum order amounts and pricing patterns. Highlight opportunities for negotiation or cost savings. |
| Leadership | Provide a summary of recent purchasing activity including open POs, delays, risks, and vendor performance. Highlight key issues leadership should address. |
| Supply Chain | I want to understand our supplier risk. Show me our top vendors by spend and balance, identify any heavy dependencies, and highlight where we might be exposed if a supplier fails. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Purchasing application? |
| What are the methods I can use to create an FSM purchase order? |
| I need to cancel a PO. How do I do this? |
| I need to copy a PO and create a new one. How do I do this? |
| Translate this comment into formal Spanish: "Due to a regional ice storm, the supplier has notified us that all shipments are currently paused due to hazardous road conditions. A confirmed delivery date has not yet been provided. The vendor will reassess the situation once the weather clears and provide an update as soon as possible.". Preserve technical terms in English in brackets when necessary, and provide a one-sentence English summary for internal reviewers. |
| I need help working with RNI (received not invoiced) POs. What tools can I use? |
| Write a professional PO comment for PO 7 to the vendor notifying them we have not received the scheduled shipment. Request an immediate status update and an updated ETA, explain the business impact, and ask them to expedite or provide a partial shipment if possible. Close with a required confirmation deadline of 5 business days. Note: Tone: firm but cooperative. Include impact and deadline. |
Lease
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Lease Manager | I need to understand which leases require immediate attention. Show me leases nearing expiration, upcoming renewals, and high-value liabilities. Highlight risks, summarize key dates, and recommend what I should prioritize first. |
| Lease Accountant | I'm preparing for month-end and need visibility into lease obligations. Show me unpaid or upcoming lease payments, identify exceptions or unusual balances, and explain anything that could impact financial reporting. |
| Facilities Manager | Show me all leases associated with company [company number]. Highlight leases nearing expiration, renewal decisions, or assets that may require operational planning. |
| Real Estate Manager | I want to identify leases that are due for closure. Show me leases with low remaining obligations, expiring terms, or inactivity indicators, and recommend next steps. |
| AP/Lease Operations | Analyze lease payments due within the next 30 days. Highlight large obligations, overdue payments, and vendors with significant exposure. Explain any risks to cash flow. |
| Treasury/Finance | Provide a summary of total lease liabilities by vendor. Identify concentration risks, major obligations, and upcoming payment commitments. |
| Compliance/Audit | Review lease records for unusual activity. Highlight missing details, recent lease modifications, large adjustments, or patterns that may require audit review. |
| Leadership | Give me an executive summary of our lease portfolio including active leases, obligations, renewal risks, payment exposure, and key issues leadership should address. |
| Asset Manager | Show me leased assets associated with active leases. Highlight assets tied to expiring agreements, potential replacement needs, and any operational risks. |
| Lease Administrator | I need to research vendor [vendor name]. Show all related leases, payment obligations, upcoming expirations, and any significant risks or actions we should consider. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Lease application? |
| I'm a new lease administrator for the FSM system and would like to learn how to set up a new lease. Can you help? |
| In Infor FSM Lease, what is the difference between an operating lease and a finance lease? |
| In Infor FSM Lease, how do I record a lease modification or adjustment? |
| In Infor FSM Lease, what are the lease statuses? |
| I am looking at an FSM lease record and I see a field called lease accounting method. What is this? |
| What are general lease accounting compliance practices and standards, such as ASC 842 and IFRS 16? |
| What does a right-of-use (ROU) asset represent, and how is it measured? |
| As a lease manager, I want to ensure we comply with current lease accounting standards and industry trends. What lease trends do I need to know about, including ROU asset management, renewal and renegotiation strategy, and common AI solutions to support our teams? |
Reconciliation
FSM Agents
Copy and paste these prompts when working with FSM GenAI agents. Each prompt is shown with the persona it was designed for.
| Persona | Prompt |
|---|---|
| Reconciliation Manager | I need to understand where to focus our reconciliation efforts. Show me open and in-progress reconciliations, grouped by priority and risk level. Highlight the most urgent issues and recommend next actions. |
| Accounting Manager | Show me reconciliations pending approval and identify bottlenecks by team member or approver. Explain what may delay period close and recommend corrective actions. |
| Reconciliation Analyst | Analyze reconciliations requiring supporting documentation. Highlight missing attachments, incomplete records, and accounts most at risk of compliance issues. |
| Controller | I'm preparing for close. Provide a summary of open reconciliations by account type, risk, and priority. Highlight issues that could delay financial close. |
| Audit | Review reconciliations for unusual patterns. Identify inactive reconciliations, accounts not visible to auditors, and reconciliations missing documentation. Explain any control risks. |
| Finance Operations | Show me reconciliation workload by team and team member. Identify imbalances, aging reconciliations, and areas where resources may need to be reallocated. |
| Reconciliation Lead | Show me reconciliations tied to close tasks. Highlight overdue activities, missing dependencies, and accounts that may impact period-end processing. |
| Risk & Compliance | Provide a summary of reconciliation risk exposure. Group reconciliations by risk level and priority, identify the highest-risk accounts, and recommend mitigation actions. |
| Leadership | Give me an executive summary of reconciliation activity including open items, pending approvals, risk distribution, high-priority accounts, and potential close risks. |
| Reconciliation Manager | Show me reconciliations assigned to [team name or person]. Highlight open items, in-progress work, aging records, and areas requiring immediate attention. |
Industry AI chat and Public Knowledge Hub
| Copy-and-paste prompts |
|---|
| What is the Infor FSM Reconciliation application? |
| I'm a new reconciliation administrator for the FSM system and would like to learn how to set up a new reconciliation account. Can you help? |
| In Infor FSM Reconciliation, what is the difference between a Reconciliation Account and a Period End Reconciliation? |
| In Infor FSM Reconciliation, how do I set up an auto-reconciliation policy? |
| In Infor FSM Reconciliation, what are the reconciliation statuses? |
| I am looking at an FSM reconciliation record and I see a field called risk. What is this? |
| When working with account reconciliations, what are industry standard key points that I need to consider when working within healthcare? |
| I want to understand common root causes of reconciliation discrepancies in the general accounting industry. For each cause, propose a troubleshooting playbook with step-by-step checks, data queries to run, required evidence, and recommended corrective actions. |
| What are general account reconciliation compliance and internal control practices, such as SOX? |