Free Infor SyteLine tools
56 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
SyteLine User Access Request Form Template
A fill-in access request and approval form for new, changed and terminated SyteLine users, with a segregation of duties review block.
SyteLine Custom Report Request Template
A requirements form for new or modified SyteLine reports: purpose, parameters, columns, data sources, security and acceptance criteria.
SyteLine Change Request Form Template
A change control form for SyteLine configuration, customization, patch and integration changes with impact analysis and rollback plan.
SyteLine Private AI Layer Blueprint Generator
Fill in your SyteLine environment and get a ready-to-share architecture plan for a private, on-prem AI assistant.
Worksheets
SyteLine Item Import Worksheet
A staging sheet for item master data with computed first-buy value, ready to clean in the browser and export to Excel or CSV for loading.
SyteLine Data Conversion Mapping Worksheet
An editable source to target mapping sheet for SyteLine migrations, with transform rules, owner, record counts and a completion summary.
SyteLine UAT Test Script Worksheet
An editable UAT tracker with business process, steps, expected result, tester, outcome and defect reference, plus pass rate summary.
SyteLine Cutover Plan Worksheet
An editable cutover runbook with sequence, owner, planned duration, rollback point and a running total of the cutover window.
SyteLine Cycle Count Variance Worksheet
An editable cycle count sheet that computes variance quantity, variance value and record accuracy per line and overall.
SyteLine Work Center Capacity Load Worksheet
Compare weekly available capacity with planned load by work center and spot overloaded and underused resources.
Calculators and simulators
SyteLine Implementation Cost Calculator
Estimate the full first-year cost of an Infor SyteLine implementation, including licensing, services, data migration, and internal effort.
SyteLine to CloudSuite Upgrade Cost Estimator
Estimate what it will cost to move from your current SyteLine version to CloudSuite Industrial, including customization remediation and integration rework.
SyteLine Downtime Cost Calculator
Quantify the hourly, monthly, and annual cost of SyteLine outages using your revenue, labor, and operational dependency profile.
SyteLine License Optimization Calculator
Compare licenses owned against actual usage to estimate how much of your annual SyteLine spend could be recovered through rightsizing.
SyteLine Integration Complexity Calculator
Estimate build hours, testing effort, cost, and timeline for your SyteLine integration portfolio based on architecture and data volume.
SyteLine Consultant Cost Benchmarker
Benchmark what your SyteLine consulting engagement should cost by role, engagement model, staffing mix, and duration against current market rates.
SyteLine Database Growth Forecast Calculator
Project database size, backup storage and the effect of archiving for a SyteLine SQL Server database over a planning horizon.
SyteLine Reorder Point and Safety Stock Calculator
Work out statistically sound safety stock and reorder point values for SyteLine items from demand variability, lead time and service level.
SyteLine EOQ and Lot Size Calculator
Find the economic order quantity for a SyteLine item and see what your current lot size costs per year compared with the optimum.
SyteLine Job Cost Estimate Calculator
Estimate the unit cost of a job from setup hours, run time, labor and machine rates, material and scrap, and see how batch size moves cost per piece.
SyteLine Scrap, Yield and Start Quantity Calculator
Calculate rolled yield across three operations and the start quantity a SyteLine job needs to deliver the required good units.
SyteLine Job Lead Time Calculator
Estimate how many days a job spends in the shop from setup, run time, efficiency, queue and move time, and see how lot size changes the lead time.
SyteLine AI Assistant Sizing and Value Calculator
Size the GPUs and estimate the monthly value and payback of a private, on-prem AI assistant for SyteLine.
SyteLine SQL Server Core Licensing Calculator
Counts the core licences and 2-core packs a per-VM SQL Server licensing model needs for SyteLine, then applies your price and Software Assurance rate over several years.
SyteLine Upgrade Downtime Window Calculator
Turns rehearsal timings into a cutover window for a SyteLine upgrade weekend: backup, restore, database upgrade, metadata and FormSync, custom redeploy, validation and buffer.
SyteLine ION BOD Message Volume Calculator
Estimate how many outbound BODs SyteLine sends to ION per day, the peak rate per minute and the outbox storage if BODs are kept.
SyteLine TaskMan Background Queue Calculator
See whether TaskMan can keep up with the reports and utilities your users submit, how big the backlog gets after the peak and how long it takes to clear.
SyteLine Utility and Web Server Sizing Calculator
Turn named users, concurrency and your own per-session assumptions into a server count and RAM plan for the SyteLine 10 application tier.
Reference tables
SyteLine Job and Order Status Codes Reference
Look up what Planned, Firm Planned, Released, Stopped, Complete and the other SyteLine status codes mean and how they behave in planning and shipping.
SyteLine Database Tables Reference
Searchable lookup of the main SyteLine SQL tables, what each holds and its usual business key, for writing queries and reports.
SyteLine Item Master Fields Reference
Searchable list of important item_mst fields with typical values and what each one drives in planning, costing and inventory.
SyteLine IDO Names Reference
Searchable list of common SyteLine IDO names with the underlying tables, to speed up REST integrations and form work.
SyteLine 10 Keyboard Shortcuts Cheat Sheet
A searchable, printable list of the keyboard shortcuts used day to day in SyteLine 10 and CloudSuite Industrial, separated into SyteLine keys and general Windows keys.
SyteLine ION Outbound BOD Reference
Every outbound BOD SyteLine/CSI generates for ION, with verb, noun, the Infor applications Infor lists as receivers and the business area.
SyteLine Material Transaction and Reference Types Reference
The transaction and reference types behind SyteLine material transactions, with where each comes from and whether it counts as usage, so you can build reliable usage and aging reports.
SyteLine Customer Order Tables Columns Reference
The key columns in SyteLine 9/10 customer order tables, what they mean, how they join and how to use them in custom reports.
SyteLine Purchasing Tables Columns Reference
Searchable column list for SyteLine purchase order, line, vendor and receipt tables with join keys and the formulas behind open, late and unvouchered PO reports.
SyteLine Job Tables Columns Reference
Searchable column list for SyteLine production job tables with the composite keys, units basis and the formulas for WIP, shortages and actual hours.
SyteLine Admin Forms and Utilities Reference
The forms and server utilities a SyteLine 9 or 10 on-prem admin uses for configuration, background tasks, events, replication, customization and security, with what each is for.
Checklists
SyteLine Go-Live Readiness Checklist
Thirty expert checks across data, testing, people, technical, and cutover workstreams to tell you whether your SyteLine go-live is actually ready.
SyteLine Form Personalization Checklist
A practical checklist for scoping, building, testing, documenting and upgrading SyteLine form personalizations without creating upgrade debt.
SyteLine Upgrade Regression Test Checklist
A practical regression checklist for SyteLine upgrades across business processes, customizations, reports and integrations.
SyteLine 8/9 to 10 Technical Upgrade Checklist
The technical steps for moving an on-prem SyteLine 8.x or 9.x system to SyteLine / CSI 10, from customisation inventory to rehearsal and rollback.
SyteLine SQL Server Version Upgrade Checklist
Step by step checks for upgrading the SQL Server under SyteLine 9 or 10, in place or side by side, including reconnecting the application tier.
SyteLine SSRS Report Server Setup Checklist
Server, SyteLine-side, deployment, test and operations checks for SSRS based report output on SyteLine 9 and CSI 10 on-prem.
SyteLine Crystal to SSRS Report Migration Checklist
Inventory, data source, rebuild, integration, validation and retirement checks for moving custom Crystal Reports to SSRS on SyteLine 9 and CSI 10.
SyteLine TaskMan Background Task Troubleshooting Checklist
Step-by-step checks for background reports and utilities that sit in the queue, fail, or produce no output in SyteLine 9 and CSI 10 on-prem.
SyteLine ION BOD Integration Go-Live Checklist
Setup, scope, testing, cutover and hypercare checks for BOD based integrations between SyteLine or CSI 10 on-prem and Infor ION.
SyteLine Multi-Site Replication Health Checklist
Configuration, data, service, queue and post-upgrade checks that keep SyteLine 9 and CSI 10 on-prem multi-site replication healthy.
Assessments
SyteLine Version End-of-Life Risk Assessment
Score your exposure to running an aging or unsupported SyteLine version across support, security, compliance, and skills dimensions.
SyteLine MRP Health Check
Diagnose why your SyteLine MRP output is noisy or ignored, scoring data accuracy, parameters, and planner behavior across ten dimensions.
SyteLine Customization Technical Debt Scorer
Measure how much upgrade drag, risk, and maintenance cost your SyteLine customizations have accumulated, and learn where to pay it down first.
SyteLine AI Integration Readiness Assessment
Score your SyteLine environment across version, IDO and ION API maturity, data quality, integration middleware, and organizational readiness for an AI layer.
SyteLine MRP vs APS Assessment
Answer ten questions about capacity, routing complexity and planning cadence to see whether SyteLine MRP is enough or an APS tool is worth evaluating.
SyteLine Reporting and BI Maturity Assessment
A short assessment that scores how reliably SyteLine data reaches reports, dashboards and decision makers.
SyteLine IDO and SQL Performance Assessment
Score the performance risk of a SyteLine 9 or 10 on-prem install across data growth, IDO and extension code, background tasks and SQL Server configuration, with the specific fix for each weak answer.