AGENDA
This is an beginner-level session that covers how to do fifteen of the most essential functions of an Accounts Receivable (AR) operator within Infor CloudSuite Distribution (CSD). This will cover the most common tools in Cash Receipts and AR Transaction Entry as well as some lesser-known functions that might be useful. Additionally, we will talk about some reports that are available for you to help better manage customer credit and be able to be proactive with your credit decisions.
Key takeAways
- How you can use ION scripting to manipulate data that comes from CSD
- How you can access data from the Infor DataLake
- What you need to make an API request and how to do it using a script
Presenters
Senior Technical Consultant, NSA
Rob.Thayer@nsacom.com
Rob joined the NSA team in 2019. He has been supporting Infor products since 2006 in a variety of roles. He was a Technical Consultant for Infor, managed the technical team for Groupe Laurier (later Infor Canada) and worked as a senior technical consultant for Novipro in Montreal.
Rob has worked with Infor’s SX.enterprise Distribution in all versions:
- Character (Trend)
- Graphical (SX.e GUI)
- WebUI on premises and CloudSuite Distribution (CSD)
Primary Responsibilities include:
- Implement and support SX.enterprise and related business applications.
- CloudSuite Distribution support, provisioning, security, ION (API, workflows, doc flows, mapping, scripting and training.
- InforOS on premise planning, installation, upgrades and support.
- Unform installation, configuration, form design, document archive and Image manager.
- 3rd party application installation, CSD integration and support.
- Server Migrations, upgrades, new installations.
- Physical to virtual migrations.
- Database and System Maintenance.
- Technical and system administration training.