Infor M3 Functional Specification Template
A short, clear functional specification prevents rework. This template gives you the sections every M3 enhancement, interface or report needs and exports to a document you can circulate for signature.
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Infor M3 Functional Specification Template
Document control
Project: M3 CloudSuite Implementation Specification ID: FS-014 Title: Customer order line label with customer barcode Author: Functional consultant Date: 2026-10-20 Type: Extension M3 area: Warehouse
Business need
Packers must print a customer specific barcode label at shipment packing. Today it is hand written and causes chargebacks.
Proposed behavior
At packing confirmation, the user triggers a label print. The label shows the customer part number, quantity and the delivery number. Layout is chosen by customer.
Assumptions and dependencies
Label printers are installed and reachable. Customer label layouts are approved by the customer. No change to standard packing logic.
Data and screens affected
| Item | M3 program or table | Change | Notes |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 |
Authorization and roles
| Role | Can run | Can approve | Notes |
|---|---|---|---|
Acceptance criteria
Label prints within 5 seconds. Barcode scans correctly with the customer scanner. Reprint is logged.
Approvals
This is a general structure for specifications. Adapt the sections to your project standards and your delivery partner's requirements.
Optional specification review
Send a completed spec for a quick read on gaps, assumptions and testability.
Optional. The tool and every export work without this. No spam.
How to use the template
Fill in the document control fields, then describe the business need in a few sentences. Say what problem occurs today, who is affected and what outcome is needed. Describe the proposed behavior step by step in terms the business can validate, and list assumptions. Use the data and screens table to name the M3 programs, tables or APIs involved so the developer does not have to guess. Finish with acceptance criteria that a tester can verify. Export to Word or PDF and circulate.
- One specification per change, linked to the requirement ID
- Write behavior as user steps, not as database edits
- Add screenshots of the current M3 screens after export
- Keep acceptance criteria measurable
What a good M3 specification covers
Name the exact program or panel where the change happens, the roles that use it, and what data is read or written. For interfaces, specify the message layout, key fields, error handling and replay. For reports, specify filters, sort order, totals and who receives them. For extensions, state whether the change is front end only or must run in the background, and describe upgrade impact. Record which standard behaviors must remain unchanged so testers know the boundaries.
Review and sign-off
Hold a short walkthrough with the business owner and the developer before sign-off. The business owner confirms the behavior matches the need. The developer confirms the spec is buildable and flags anything unclear. Changes after sign-off should go through change control with a revised version and a new date so effort and test cases stay aligned.
Common mistakes
Specifications that read like a wish list cause delays. Typical problems are missing acceptance criteria, unclear ownership, and silent assumptions about data quality. Another is describing a solution that duplicates standard M3 behavior. Check the standard first, and write a spec only for what is truly different.
Frequently Asked Questions
How long should a functional specification be?
Most M3 enhancements fit in two to five pages. Longer is fine for complex interfaces, but each section should be necessary. If the document is long because it repeats standard behavior, trim it and reference the standard.
Who writes the functional specification?
Usually a functional consultant or business analyst with input from the process owner. The technical specification that follows is written by the developer and links back to this document so intent and implementation stay aligned.
Do I need a spec for configuration changes?
A short one is worth it for configuration that affects several processes, such as order types or approval rules. It becomes the record of why the setting exists, which helps during upgrades and audits.
Can I reuse the template for non-M3 work?
Yes, the structure is general. The M3 specific parts are the field labels and the programs and tables table. Replace them with your own system names if you use it elsewhere.
If your team writes many M3 specifications and wants them checked for ambiguity and upgrade risk, Netray can discuss an AI assisted review that runs inside your own environment.
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