Free Infor M3 & CloudSuite tools
31 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
Infor M3 MEC Mapping Design Template
A fill-in design document for an M3 Enterprise Collaborator mapping, from partner and flow to field rules and error handling.
Infor M3 Functional Specification Template
Fill-in functional specification for an M3 enhancement, interface or report, ready to export as a Word or PDF document for sign-off.
Infor M3 User Acceptance Test Script Template
Fill-in UAT script with scenario, preconditions, step table, results and sign-off for M3 end to end process testing.
Worksheets
Infor M3 Customer Order Status Tracking Worksheet
Document what each customer order status means in your M3 setup, stage by stage, and share it with the order desk.
Infor M3 Item Master Upload Worksheet
Collect and validate item master data for an M3 load, with status checks and a ready-to-export Excel or CSV layout.
Infor M3 Facility and Warehouse Structure Worksheet
Design the M3 hierarchy of division, facility, warehouse and locations on one sheet, with storage capacity totals.
Infor M3 Fit-Gap Analysis Worksheet
Editable worksheet to classify each requirement as fit, configure, extend or gap, with effort and cost per line and totals by the end.
Infor M3 Interface and Integration Inventory Worksheet
Inventory all M3 interfaces with method, direction, frequency and a built-in effort score so integration scope is visible before design starts.
Infor M3 Item Planning Parameter Worksheet
Work out safety stock and reorder point for each item and warehouse before loading planning parameters into M3.
Calculators and simulators
Infor M3 Implementation Effort Estimator
Rule of thumb calculator for M3 implementation effort from scope drivers, with cost, team size and duration, plus a chart by site count.
M3 Safety Stock and Reorder Point Calculator
Work out statistically sound safety stock and reorder point values before you key them into the M3 item/warehouse planning parameters.
M3 Economic Order Quantity (EOQ) Calculator
Find the cost-minimising order quantity and see how ordering and holding costs trade off, before setting order quantity parameters in M3.
M3 Manufacturing Lead Time Calculator
Estimate lead time for a manufacturing order from setup, run, queue and move time, and see how it scales with lot size.
M3 Exponential Smoothing Forecast Calculator (Holt Trend)
Step a Holt level and trend forecast forward one period and see how the smoothing constant changes the result.
M3 Standard Cost Rollup Calculator
Roll up a single-level unit cost and see how lot size changes the setup cost per piece.
M3 MI API Batch Load Time Estimator
Estimate how long a bulk load through M3 APIs will run and how added parallel threads change it, using your own measured response time.
M3 Customer Order Margin and Discount Calculator
Test how stacked discounts, rebates and freight erode margin on a customer order line before you set up price lists and discount models.
M3 Inventory Turnover and Days on Hand Calculator
Calculate inventory turns and days on hand, then see how much working capital a higher target turn rate would release.
VISUAL to CloudSuite Migration Cost Estimator
Estimate a first pass budget for moving from Infor VISUAL to a cloud ERP, with a chart showing how report and customization count drives the total.
Reference tables
Infor M3 Program Reference (MMS001, OIS100, PMS100)
Searchable lookup of frequently used Infor M3 programs by code, area and purpose, so you stop hunting through menus.
Infor M3 Core Database Tables Reference
Look up the main M3 tables, their two-letter column prefix and the key fields you join on. Searchable and exportable.
Infor M3 Field Name Glossary
Searchable list of common M3 field codes and what they mean, useful for MI APIs, reports and mapping documents.
Infor ION BOD Verbs and Nouns Reference for M3
Look up what each ION BOD verb does, common nouns used with M3, and key ION components in plain language.
Code and query generators
Infor M3 MI API Transaction Call Generator
Fill in program, transaction and parameters to get a ready M3 REST call as URL, curl and a JavaScript fetch snippet.
Infor M3 SQL Query Generator
Fill in company, warehouse and filters to get ready-to-adapt SQL against MITMAS, MITBAL, OOHEAD, OOLINE and MPLINE.
Infor M3 Bookmark URL Generator
Generate M3 bookmark strings that open a given program on a specific record, with option and panel, for links and mashups.
Checklists
Infor M3 H5 Script Review Checklist
A review checklist for H5 Client scripts covering design, coding, security, testing and upgrade risk.
Infor M3 Upgrade Test Checklist
A structured test checklist for an M3 upgrade or update, covering technical checks, core processes, integrations and cut-over.
Infor M3 Go-Live Readiness Checklist
Checklist of items to confirm before an M3 go-live, grouped by data, testing, security and integration, and people and support.
Infor M3 Month-End Close Checklist
A practical close checklist for M3 sites covering purchasing, sales, inventory, fixed assets, accruals, FX and period control.