Free Other ERPs tools
92 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
Acumatica Generic Inquiry Design Template
A fill-in design specification for a Generic Inquiry (SM208000): purpose, tables and joins, result columns, parameters, access rights and test cases.
Priority ERP Form Design Template
A fill-in design document for a new or changed Priority form: identity, columns, triggers, privileges, sub-forms and test cases.
Infor VISUAL Private AI Layer Blueprint Generator
Fill in your Infor VISUAL environment and get a ready-to-share architecture plan for a private, on-prem AI assistant.
Infor XA Private AI Layer Blueprint Generator
Fill in your Infor XA version, database, hosting and use cases and get a shareable architecture plan for a private AI layer.
Infor LX / BPCS Private AI Layer Blueprint Generator
Fill in your Infor LX / BPCS version, database, hosting and use cases and get a shareable architecture plan for a private AI layer.
Infor System21 Private AI Layer Blueprint Generator
Fill in your Infor System21 version, database, hosting and use cases and get a shareable architecture plan for a private AI layer.
SYSPRO Private AI Layer Blueprint Generator
Generate a shareable architecture plan for adding a private, on-prem AI assistant to SYSPRO: read replica, e.net business objects, retrieval index, local model serving, permissions and audit.
Sage X3 Private AI Layer Blueprint Generator
Generate an architecture plan for adding a private AI assistant to on-prem Sage X3: SQL replica views, Syracuse SData and web services, retrieval, local GPU model, permissions and audit.
Sage 100 and Sage 300 Private AI Layer Blueprint Generator
Generate an architecture plan for a private AI assistant on on-prem Sage 100 or Sage 300: reporting copy or ODBC extract, Web API or BOI, retrieval, local GPU model and audit.
Deltek Costpoint Private AI Layer Blueprint Generator
Generate an architecture plan for a private AI assistant on on-prem Deltek Costpoint: SQL replica, web services and import interfaces, organization and project permissions, local GPU model and audit.
IFS Applications 10 Private AI Layer Blueprint Generator
Generate an architecture plan for a private AI assistant on on-prem IFS Applications 10: Oracle read-only copy, logical unit views, IFS Connect and projections, local GPU model, permissions and audit.
Macola Private AI Layer Blueprint Generator
Generate a shareable architecture plan for adding a private, on-prem AI assistant to Macola, with components, security controls and a three-phase rollout.
Made2Manage Private AI Layer Blueprint Generator
Generate a shareable architecture plan for adding a private, on-prem AI assistant to Made2Manage, with components, security controls and a three-phase rollout.
MAPICS and Infor XA Private AI Layer Blueprint Generator
Generate a shareable architecture plan for adding a private, on-prem AI assistant to MAPICS and Infor XA, with components, security controls and a three-phase rollout.
abas ERP and proALPHA Private AI Layer Blueprint Generator
Generate a shareable architecture plan for adding a private, on-prem AI assistant to abas ERP and proALPHA, with components, security controls and a three-phase rollout.
Worksheets
Sage X3 Import Template Worksheet
An editable import tracker for Sage X3: which object, which import template, source file, records loaded, errors and owner, with error rates calculated.
QAD Menu Program Reference Worksheet
An editable QAD menu and program reference you fill in once and export to Excel, with usage and risk columns for training, access reviews and migration planning.
ERPNext BOM Import Template
An editable BOM worksheet with finished item, component, quantity, UoM and rate columns, calculating extended and rolled up cost before you import to ERPNext.
Fishbowl Inventory Import Worksheet
An editable opening-inventory worksheet with part, location, quantity and cost columns and a valuation total to reconcile before importing into Fishbowl.
Kingdee BOM Import Worksheet
Prepare bill of materials data for a Kingdee load: parent, component, numerator and denominator, scrap rate, gross quantity and extended cost.
SYSPRO BOM Material Cost Rollup Worksheet
Editable bill of material costing sheet with scrap allowance per component, to sanity check the rolled up cost SYSPRO holds for a parent stock code.
Infor System21 Machine Manager Day Start / Day End Schedule Worksheet
An editable worksheet for documenting the System21 Machine Manager Auto Day Start and Auto Day End job streams, prefilled with the jobs suggested in the IBM Redbook.
Calculators and simulators
Acumatica Implementation Budget Estimator
Builds a planning estimate of implementation hours and cost from scope drivers: modules, integrations, custom reports, users and data entities to migrate.
QAD Subscription vs Perpetual License TCO Calculator
Model the multi-year total cost of owning QAD on a perpetual license plus maintenance versus a cloud subscription, and find the break-even year.
QAD EOQ and Reorder Point Calculator
Calculate economic order quantity, safety stock and reorder point for an item, with a lead-time sweep, to set QAD item planning values on evidence.
IFS Project Earned Value Calculator
Turn percent complete, planned progress and actual cost from your IFS project into CPI, SPI, estimate at completion and the to-complete performance index.
IFS Shop Order Lead Time Calculator
Estimate how long a shop order really takes through its routing, and what share of that time is actual work, as a check on lead times stored in IFS.
Infor VISUAL 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 VISUAL.
Infor XA AI Assistant Sizing and Value Calculator
Size the GPUs and estimate the monthly value and payback of an on-prem AI assistant for Infor XA users.
Infor LX / BPCS AI Assistant Sizing and Value Calculator
Size the GPUs and estimate the monthly value and payback of an on-prem AI assistant for Infor LX / BPCS users.
Infor System21 AI Assistant Sizing and Value Calculator
Size the GPUs and estimate the monthly value and payback of an on-prem AI assistant for Infor System21 users.
SYSPRO AI Assistant Sizing and Value Calculator
Estimate GPUs, index size and monthly value for a private AI assistant on SYSPRO. Enter your named users, usage pattern and cost assumptions to see peak concurrency, daily token volume and payback.
Sage X3 AI Assistant Sizing and Value Calculator
Size GPUs and estimate value for a private AI assistant on Sage X3. Enter named users, usage and cost assumptions to get concurrency, tokens per day, index size and payback.
Sage 100 and Sage 300 AI Assistant Sizing and Value Calculator
Estimate GPUs, index size and value for a private AI assistant on Sage 100 or Sage 300. Smaller sites often need very little hardware, and this calculator shows how little.
Deltek Costpoint AI Assistant Sizing and Value Calculator
Estimate GPUs, document index size and monthly value for a private AI assistant on Deltek Costpoint. Contract and policy documents often dominate index size, so the document inputs matter here.
IFS Applications 10 AI Assistant Sizing and Value Calculator
Estimate GPUs, document index size and monthly value for a private AI assistant on IFS Applications 10. Maintenance and engineering documents often dominate index size.
Infor VISUAL SQL Server Memory Sizing Calculator
Estimate total server RAM and the max server memory setting for the SQL Server behind Infor VISUAL Manufacturing.
Infor VISUAL Upgrade Cutover Window Calculator
Estimate the downtime and rollout effort of moving Infor VISUAL to a new version: database window, client installs and retesting macros and reports.
Infor XA History File Growth and Purge Retention Simulator
Estimate how big your XA inventory, MO and CO history files are today, how big they settle at for a chosen retention period, and how much disk a purge plus RGZPFM gives back.
Infor LX MRP Run Window Calculator (Regeneration vs Net Change)
Take one measured MRP run, scale it to more items or deeper bills, and see whether full regeneration and net change still fit the overnight window.
Sage X3 On-Premises License and Maintenance Cost Calculator
Enter the figures from your own Sage X3 quote and contracts to see total cost of ownership and cost per user per year for keeping X3 on-premises.
QAD Progress OpenEdge Storage Area Sizing Calculator (Records per Block)
Work out records per block, block count and storage area size today and after growth for a large QAD table such as tr_hist or ld_det.
IFS Applications 9/10 to IFS Cloud Upgrade Effort Calculator
Estimate the hours and weeks to move an IFS Applications 9 or 10 installation to IFS Cloud, driven by how many custom objects, reports, layered code changes and integrations you carry.
Reference tables
Infor VISUAL Work Order Status and Structure Reference
A searchable lookup of VISUAL work order statuses, the work order ID structure and the records that hang off a work order, with what each means on the floor.
Infor VISUAL Database Table Reference
A searchable lookup of the main VISUAL Manufacturing tables, what each holds and the usual join keys, for report writers and analysts.
Infor XA (MAPICS) Application Module Reference
A lookup of the main Infor XA (MAPICS) application areas with scope and a migration consideration for each, for inventory of what you use.
IBM i Commands for Infor XA Administrators Reference
A lookup of common IBM i CL commands for jobs, output, libraries, objects, data and backups, with what each is for.
Sage Intacct Objects and Standard Dimensions Reference
A searchable lookup of common Sage Intacct API object names and the standard dimensions used to tag transactions.
Sage 300 Database Table Reference
A quick lookup of well-known Sage 300 SQL table names, the module they belong to and what each stores, for reports and integrations.
Sage 100 Table and Module Prefix Reference
Find the Sage 100 module prefix and the commonly used table names for items, customers, vendors, orders and bills of material.
Acumatica Screen ID Reference
Look up common Acumatica screen IDs and names for role setup, generic inquiries, import scenarios and support tickets.
QAD Core Tables Reference
A searchable lookup of the QAD EE tables you query most, what each holds and how they are keyed.
ERPNext Stock Entry Types Reference
A lookup table of ERPNext Stock Entry purposes showing which warehouses are required, what the entry does and when to use it.
Odoo Manufacturing Technical Model Names Reference
Searchable lookup of the Odoo models behind manufacturing, inventory, purchasing and sales, with the fields you query most.
ERPNext DocType Reference for Manufacturing
Lookup table of ERPNext manufacturing, stock, buying and selling DocTypes with what each stores and where it links.
SYSPRO Common Table Name Reference
Searchable list of frequently used SYSPRO tables with module, purpose and key columns, for report writers and integrators.
Sage X3 Database Tables Reference
Key Sage X3 tables by module with what they store, typical key columns and naming conventions for SQL and reporting.
Infor VISUAL INVENTORY_TRANS Type and Class Reference
What each TYPE and CLASS combination in the VISUAL INVENTORY_TRANS table means, which order columns are filled, and how it moves on hand and usage.
Infor VISUAL Sales and Purchasing Columns Reference
Searchable column list for VISUAL customer orders, shippers, purchase orders and receivers, with the joins and unit of measure rules Crystal and SSRS reports need.
Infor XA (MAPICS) AMFLIB Database File Reference
The core Infor XA 9.x/10 physical files in AMFLIB with application area, what one record holds and the usual join partner, so you can find the right table before you write a query.
Infor System21 Key Application Files and Libraries Reference
The core System21 physical files with their file libraries, application, description and record-lock field, plus the library naming rules you need to find the rest.
Infor LX / BPCS Core Database File Reference
The core BPCS and Infor LX physical files on IBM i, with what one record represents, the related files and the size warnings that matter when you query them.
Infor Lawson S3 GL and AP Table Reference (GLTRANS, GLAMOUNTS, APINVOICE)
The Lawson S3 General Ledger, Accounts Payable and Cash Ledger tables report writers use, with field prefixes, primary index keys and common joins.
Infor Lawson S3 HR and Payroll Table Reference
The Lawson S3 Human Resources, Personnel Administration, Payroll, Benefits and Time Accrual tables with field prefixes, primary index keys and common joins.
Sage X3 4GL (L4G) Syntax and Functions Reference
One searchable table of the Sage X3 V11/V12 4GL keywords developers look up most, with one-line syntax and the gotchas, plus the fstat return values.
Sage X3 Supervisor and Dictionary Tables Reference (ATABLE, ATABZON, ATABDIV, AUTILIS)
The Sage X3 V11/V12 technical tables behind the dictionary, parameters, local menus, texts, users, batch server and payments, with keys, maintaining function and a SQL tip each.
Sage 100 ProvideX Error Codes Reference (Error 12, 43, 65, 88, 200)
Searchable list of the ProvideX run-time errors Sage 100 users actually see, with the exact message text, the usual Sage 100 cause and the first check to run.
QAD EE Key Fields Reference (pt_mstr, so_mstr, sod_det, wo_mstr, po_mstr)
Searchable list of the QAD Enterprise Edition fields report writers use most, by table, with type, meaning and the menu program that maintains them.
Code and query generators
Infor VISUAL Open Customer Order Backlog Query Generator
Builds read-only SQL for open customer order lines in Infor VISUAL Manufacturing, a backlog summary grouped your way, and a delivery schedule view.
SYSPRO SORTOI Sales Order Import XML Generator (e.net Business Object)
Fill in customer, PO, stock code and quantity to get the SORTOI parameters XML, the document XML and the C# call that posts them through e.net.
SYSPRO e.net REST URL Builder (Logon, Query, Transaction Post)
Fill in host, port, operator, company and business objects to get the full SYSPRO e.net REST call sequence (Logon, Query, Post, Logoff) as URLs and a PowerShell script.
Sage X3 REST API Query URL Builder (Syracuse api1)
Fill in server, endpoint folder, class, representation and filters to get ready-to-run Sage X3 api1 query and detail URLs with curl and PowerShell examples.
Sage X3 SOAP Web Service Request Generator (CAdxWebServiceXmlCC)
Generate ready-to-post SOAP envelopes for the Sage X3 generic web service (CAdxWebServiceXmlCC): run a subprogram, read an object by key, or save an object.
Sage 100 User-Defined Script Generator (VBScript UDS)
Builds a working Sage 100 Advanced or Premium user-defined script that looks up the customer, copies the credit hold flag into a UDF and optionally stops the save.
Sage 100 Business Object Interface (BOI) Sales Order Script Generator
Produces a working PowerShell script that logs in to Sage 100 through BOI, creates a sales order with one line and reports Sage's own error message on failure.
IFS Applications 10 PL/SQL API Call Generator (New__, Modify__ with Client_SYS)
Generate anonymous PL/SQL blocks that create or update IFS Applications 9/10 records through the logical unit API (New__, Modify__) with Client_SYS attribute strings, the supported way.
Checklists
Infor VISUAL Manufacturing Scheduling Checklist
A practical checklist for finding why VISUAL schedules do not match the floor: calendars, resource data, routings, lead times and release habits.
Infor XA (MAPICS) Period End Close Checklist
A step by step period end checklist for XA (MAPICS) sites covering cutoff, inventory, work in process, receivables, payables and the ledger.
Acumatica Manufacturing Edition Setup Checklist
A group-by-group checklist covering the foundation, engineering data, shop floor, planning and costing setup for Acumatica Manufacturing.
IFS Cloud Go-Live Readiness Checklist
A grouped checklist of what must be true before you switch an IFS Cloud implementation live, with critical items flagged.
Odoo Manufacturing Setup Checklist
A practical checklist for configuring Odoo Manufacturing from inventory foundations through BOMs, work centers, planning and go-live.
SYSPRO Month-End Close Checklist
Tick-off checklist for closing a period in SYSPRO across inventory, purchase orders, WIP, receivables, payables and the general ledger.
Odoo Go-Live Checklist for African Manufacturers
Checklist covering localization, tax, currencies, manufacturing, inventory, security and cutover before Odoo goes live.
Visma.net Integration Checklist
A 30 item checklist for scoping, building and testing an integration between Visma.net ERP and your MES, web shop, CRM or other systems.
Sage X3 Maintenance Checklist and Schedule
A tick-box routine maintenance plan for Sage X3: database, batch server, Syracuse, backups, patches, security and testing.
Infor XA Secure Net-Link Setup and Upgrade Checklist
A step checklist for deploying or redeploying Net-Link for Infor XA 9.2 and 10 in Apache Tomcat or IBM WebSphere, securing it with TLS and verifying it before users switch.
Infor LX / BPCS IBM i OS Release Upgrade Checklist
A step-by-step checklist for upgrading the IBM i operating system under Infor LX 8.x or BPCS 6.x, from compatibility checks to sign-off.
SYSPRO Reporting Services (SRS) Print and Preview Troubleshooting Checklist
A structured checklist for SYSPRO 8 Reporting Services problems: reports or documents that will not print, preview or email, after an install, upgrade or hotfix.
Sage X3 Patch, Syracuse and Version Upgrade Checklist (V11, V12 and Later Releases)
A five-stage checklist for applying a Sage X3 product update or moving V11 to V12 and later releases on-premises, from component inventory to rollback.
Sage 100 Year-End Close Checklist (Module Order SO, PO, IM, AR, AP, GL)
Step-by-step year-end list for Sage 100 2022 to 2025: what to back up, which reports to keep, how to handle 1099s and the order to close each module.
Sage 100 Version Upgrade and Data Migration Checklist (2023 to 2025)
A step list for moving Sage 100 Standard, Advanced or Premium to a new major version with a parallel install, covering customizations, reports, integrations and go-live.
QAD Progress OpenEdge Database Maintenance Checklist
Daily, weekly, monthly, pre-upgrade and disaster recovery tasks for on-prem QAD databases on Progress OpenEdge, with the utility to use for each.