Free Infor M3 & CloudSuite tools
48 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.
Infor M3 Private AI Layer Blueprint Generator
Fill in your Infor M3 environment and get a ready-to-share architecture plan for a private, on-prem AI assistant.
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.
Infor M3 Accounting Dimensions and Chart of Accounts Worksheet
Plan the M3 chart of accounts and the other accounting dimensions (AIT1 to AIT7) row by row before setting up accounting identities in CRS630.
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.
Infor M3 AI Assistant Sizing and Value Calculator
Size the GPUs and estimate the monthly value and payback of a private, on-prem AI assistant for Infor M3.
Infor M3 BE Upgrade Modification Retrofit Effort Calculator
Size the retrofit of MAK modifications, H5 scripts, MEC maps and custom list APIs plus test cycles for an on-prem M3 BE 13.x upgrade.
Infor M3 ION BOD Message Volume Calculator
Size the BOD volume M3 13.x publishes through ION from your order lines and master data changes, with peak hour load and retention storage.
Infor Factory Track Scanner Device and Wireless Coverage Sizing Calculator
Plan a Factory Track Warehouse Mobility and Time Track rollout: access points, devices with spares, peak transaction load and kiosks for shift change.
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.
Infor M3 MI API Program List Reference (MMS200MI, OIS100MI, PPS200MI...)
The M3 MI programs integrations use most, grouped by area, with the M3 program each mirrors, confirmed transaction names, main tables and how to list the rest in MRS001 and MRS002.
Infor M3 Order Status Codes Reference (CO, PO, MO, DO)
Two-digit M3 status codes for customer order header, lines and deliveries that are confirmed in Infor documentation, with the program that sets each and the fields that hold PO and MO status.
Infor M3 H5 Hot Keys and Function Keys Reference
Keyboard shortcuts for M3 programs in the H5 client: function keys, list options, paging, and the Mac setting that makes them work.
Infor M3 OOHEAD and OOLINE Customer Order Columns Reference
Column-level reference for M3 customer order tables OOHEAD and OOLINE and the delivery tables they join to, with keys, joins and the OIS100MI fields that fill them.
Infor M3 Inventory and Allocation Tables Reference (MITBAL, MITLOC, MITALO, MITTRA)
Column-level reference for M3 stock, balance identity, allocation, material plan and transaction tables, with keys, joins and the programs that maintain them.
Infor Factory Track Warehouse Mobility and Time Track Transaction Reference (CSI / SyteLine)
Every common Factory Track Warehouse Mobility transaction for CloudSuite Industrial and SyteLine, with what the user scans, what it does and the usual gotcha.
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.
Infor M3 LCM Fix and Cumulative Update Checklist
Checklist for applying M3 Business Engine fixes and cumulative updates on an on-prem M3 13.x system through Lifecycle Manager, including MAK retrofit and regression checks.
Infor M3 MI API and ION API Gateway Security Checklist
Security checklist for on-prem M3 13.x integrations using MI programs over REST and the ION API gateway: accounts, authorization, transport, monitoring and lifecycle.
Infor M3 Smart Office to H5 Script Migration Checklist
Checklist for moving Infor Smart Office scripts, mashups, shortcuts and personalizations to the M3 H5 client: inventory, classify, rewrite, test and decommission.
Infor Factory Track Installation and Go-Live Checklist (CSI)
A 37-item checklist for installing or enabling Infor Factory Track with CloudSuite Industrial, from version compatibility to labels, devices, pilot and hypercare.
Assessments
Infor M3 Cloud Migration Readiness Assessment
Ten questions to gauge how ready an on-prem M3 estate is for a move to Infor CloudSuite, with prioritized next steps.
Infor M3 13.x On-Premises Upgrade Readiness Assessment
Score how ready your on-prem Infor M3 environment is for an upgrade to a newer 13.x release, across modifications, client scripts, integrations, infrastructure and testing.