Training Path Builder

SyteLine training path builder

Pick a role, the SyteLine modules you need and the hours you can spend each week, and get a dated week by week plan. Every lesson names the real SyteLine (CloudSuite Industrial) forms to practice on, from Customer Orders and Job Material Transactions to Event Handlers and IDO REST calls. Tick lessons off as you go, save the plan to your account and export it for your team.

59 lessons across 16 modules. Free, runs in your browser, no login needed.

1Your role

Swap modules to match your job, for example Purchasing for buyers or Jobs and shop floor for production staff.

2Modules

Modules

3Schedule

Lessons are spread over working days. A lesson that does not fit in a week moves to the next one.

Lessons
13
Study time
9.3 h
Weeks
3
Finish
-
0 of 13 lessons done0%
Free, optional. Reopen it on any device.
Download:

Practice in a test or training site, never in production. Form names follow the SyteLine online help; newer releases add hub forms and new UI forms, so if a name differs in your version, search for it in the Explorer.

Your week by week plan

  1. Week 1

    3.2 h

  2. Week 2

    3.7 h

  3. Week 3

    2.4 h

Official Infor SyteLine (CloudSuite Industrial) learning

Get this reviewed by an engineer

Rolling this out to a team? Send the plan and an engineer will reply with what to add, cut or reorder for your version and process.

How to use it

  1. 1

    Pick a role. Choose the role you are training for. It selects the lessons and the modules a person in that role usually needs.

  2. 2

    Choose modules. Add or remove modules. Navigation and basics are always included. Turn on advanced lessons for setup and design topics.

  3. 3

    Set your schedule. Enter hours per week and a start date. Lessons are packed into weeks and given target dates on working days.

  4. 4

    Practice in a test site. Work through each lesson in a test or training environment, never in production, and tick it off.

  5. 5

    Export or save. Download the plan as PDF, Excel, Word or CSV, or save it to your account to keep your progress.

Modules covered

Navigation and basics
Explorer, workspaces, filters, reports and the master records.
Customer service and order entry
Customer orders, shipping, invoicing, credit hold and estimates.
Purchasing and receiving
Requisitions, purchase orders, receiving, vendor contracts and outside processing.
Inventory and warehouse
Locations, lots, adjustments, cycle counts and transfer orders.
Items, BOMs and routings
Current operations and materials, ECNs and BOM import.
Jobs and shop floor
Jobs, material issue, labor, backflush, job receipt and close.
Planning (MRP and APS)
Planning output, planner workbench, forecasts and order policies.
Costing
Item costs, cost roll up and roll to standard.
Financials
General ledger, payables, receivables, period close and statements.
Reporting and DataViews
DataViews, Excel paste, report options and custom reports.
Security and administration
Users, groups, licenses, sessions, background tasks and server health.
Multi-site and replication
Sites, entities, intranets and replication.
Mongoose forms and personalization
Design Mode, personalization, user fields and scripts.
IDOs, APIs and integration
IDO REST calls, extension classes, ION and BODs.
Application Event System
Events, handlers, actions and framework events.
Environments and upgrades
Promoting changes, version uplifts and FormSync.

Questions

Where do I find official SyteLine training?

Infor delivers SyteLine training through Infor Campus. The SyteLine catalog has instructor-led courses such as SyteLine: Administering the System, SyteLine: Extending the Application with Mongoose and SyteLine: Creating Form Personalizations, plus self-directed courses such as Navigating the User Interface, Using Job Orders and Using Shipping. Course details and schedules require a Campus login.

Is there a SyteLine user guide?

Yes. The SyteLine online help on docs.infor.com has a topic for each form, overviews and step-by-step procedures, organized by release. The Mongoose framework help covers forms, IDOs, the Application Event System and the REST APIs for developers.

Is SyteLine the same as CloudSuite Industrial?

Yes. Infor uses both names for the same ERP. Infor documentation and courses use SyteLine, CloudSuite Industrial and CSI, for both cloud and on-premises deployments.

How long does it take to learn SyteLine?

It depends on the role and modules. Use the builder: an end user with two modules is a few weeks at a few hours a week, a functional consultant covering eight modules with advanced lessons is several times that. The plan shows total hours and a finish date for your choices.

What should a SyteLine beginner learn first?

Start with navigation: the Explorer, workspaces, filter-in-place, report options and the Items, Customers and Vendors master records. Then learn the transactions of your area, for example Customer Orders, Order Shipping and Order Invoicing/Credit Memo for customer service.

What does a SyteLine developer need to learn?

The Mongoose framework: how forms bind to IDO collections, form personalization in Design Mode, user-defined fields and scripts, IDO extension classes in C#, the Application Event System, and the IDO REST API, directly or through the ION API gateway.

Can I practice in my production SyteLine?

No. Use a test, pilot or training site. Many lessons post transactions, change parameters or create security records that you do not want in production.

Is SyteLine certification available?

Infor Campus has an exam guide area for SyteLine courses. Check the current exams and requirements in Infor Campus, as they change with releases.

Sources