Module 1: Introduction to Infor CloudSuite Industrial

• CloudSuite Industrial (SyteLine) history and Infor's manufacturing ERP portfolio
• CSI architecture: multi-tenant cloud on AWS/Azure vs on-premise SyteLine
• Navigating the CSI interface: IDO framework, forms, and collections
• Site, warehouse, and inventory location setup
• Customer, vendor, and item master configuration
• CSI licensing, user roles, and security configuration

Module 2: Financial Management in CSI

• General ledger: chart of accounts and account categories
• Financial dimensions: units, chart of accounts, and transaction sets
• Accounts payable: vendor invoices and payment processing
• Accounts receivable: customer invoicing and cash receipts
• Bank reconciliation and cash management
• Financial closing and period management

Module 3: Purchasing & Supply Chain

• Purchase orders: standard, blanket, and subcontract POs
• Supplier quality management: incoming inspection
• Purchase order receipts and voucher matching
• Vendor pricing and contract management
• Material requirements planning (MRP) integration
• Supply chain analytics and purchasing reports

Module 4: Inventory & Warehouse Management

• Inventory transactions: receipts, issues, and transfers
• Lot and serial tracking for traceability
• Inventory counting: cycle count and physical inventory
• Warehouse locations: bins, zones, and putaway rules
• Consignment inventory management
• Inventory valuation methods: FIFO, average, and standard

Module 5: Bill of Materials & Routing

• Single-level and multi-level BOM configuration
• Engineering change order (ECO) management
• Routing operations: work centres, sequences, and run times
• Phantom assemblies and co-products
• BOM costing and routing cost roll-up
• Product configurator for engineer-to-order manufacturing

Module 6: Production Planning & Shop Floor

• Job orders: creation, scheduling, and release
• Forward and backward finite scheduling
• Production activity control: time cards and labour reporting
• Material issues to jobs: backflushing and manual issues
• Outside processing: subcontracted operations
• Shop floor KPIs: OEE, scrap rate, and throughput

Module 7: Quality Management

• Quality plans and inspection types
• Non-conformance management: NCR creation and disposition
• Corrective and preventive action (CAPA) workflow
• Customer complaint management
• Calibration management for measurement equipment
• Quality reporting: first pass yield and defect analysis

Module 8: CSI Reporting, Customisation & Certification

• CSI standard reports and report writer
• IDO (Intelligent Data Objects) customisation framework
• Mongoose framework: building custom forms and workflows
• Integration with Infor OS: Infor ION messaging bus
• Infor Birst analytics for CSI manufacturing data
• CloudSuite Industrial certification pathway and career development

Infor-Certified CloudSuite Industrial Consultants Our CSI instructors are Infor-certified implementation consultants who have deployed CloudSuite Industrial and SyteLine ERP for discrete and process manufacturers, job shops, and make-to-order companies across aerospace, automotive, industrial equipment, and food manufacturing sectors.

Manufacturing Operations Domain Knowledge Trainers combine ERP expertise with genuine manufacturing knowledge — several have worked as production planners, operations managers, and quality engineers before transitioning to ERP consultancy. This operational background ensures training is grounded in manufacturing reality.

SyteLine Legacy & Cloud Transition Experience With experience spanning SyteLine 7, 8, and CloudSuite Industrial, our instructors help learners understand the platform's evolution and guide organisations planning migration from on-premise SyteLine to the cloud-based CSI environment.

Quality & Compliance Focus Many of our manufacturing clients operate in regulated industries. Our instructors have configured CSI for ISO 9001, AS9100, and FDA-regulated environments, with expertise in quality management, traceability, and audit trail requirements.

Practical Shop Floor Training Approach CSI training is grounded in real manufacturing scenarios — from sales order to shipment, from purchase requisition to goods receipt. Learners work through complete manufacturing cycles in a training environment, building genuine operational confidence.