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Guide TechnologiesGuide Technologies

The ERP Experts for Today’s Complex Manufacturer

CSI Productivity Pack – Operations Bundle

Guide Products are complementary solutions which run seamlessly and are tightly integrated with your Infor CloudSuite Industrial solution, providing the same look and feel that your users experience in all your ERP modules. Guide’s product offerings are designed to help you get the most out of your ERP investment.

The CSI Productivity Pack is designed to replace “one-off” customizations and best practices that customers desire. It allows you to replace individual customizations with a supported product & on-going enhancements, while leveraging the learning of fellow CSI customers. The CSI Productivity Pack includes three bundles, which can be used independently or together in any combination. Guide Technologies provides products and services that help “guide” you to the perfect destination: best practices, maximized profits, world class manufacturing, and outstanding performance.

ICSI - Calculate RVC for NAFTA

Related Infor Application:

Infor CloudSuite Industrial (CSI) – Engineering / Purchasing

Definition:

  • Regional Value Content (RVC) rules require that a product include a certain percentage of originating content.
  • RVC – A percentage that indicates to what extent a good is produced in the producer’s local region. The origin of the good’s components or materials and the location of the construction or production of the good can affect this percentage. You can use the transaction value method or the net cost method to calculate the regional value content. The US government has regulations that determine the method a producer must use to calculate this percentage.

Business Issue:

If you participate in NAFTA there is no utility in CSI to calculate the Regional Value Content (RVC) of an item and determine the country of origin for NAFTA reporting.

What It Does:

  • Runs through the Items Bill of Manufacturing (BOM) and calculates/updates the Items Country of Origin based on percentage of costs.
  • Produces a report showing the results of the BOM calculation.
  • Only posts the update to records whose Country of Origin changes.

Benefits:

  • Eliminates the manual calculation of the Country of Origin.
  • Produces a report showing the calculated results.
  • Allows the user to post/update when ready.

Customer Revision Match

Related Infor Application:

Infor CloudSuite Industrial

Business Issue:

Companies need to track and validate their Customers Item Revisions at time of Order Entry.   Standard functionality does not track Customer item numbers revisions and does not validate the Customer is ordering the correct revision of their items.

What It Does:

  • Customer’s Item Revision is maintained with Customer Contracts.
  • At Customer Regular/Blanket Order entry, the Customer Item Revision is validated.
  • Email notifications are generated when Customer Item Revisions do not match.

Benefits:

  • Allows tracking of Customer Item Revision.
  • Reduces the risk of shipping the incorrect Item Revision.
  • Notifications of mismatch Customer Item Revision allows users real time information to investigate data.

Automate Shipment / Invoicing Special Charge records

Related Infor Application:

Infor CloudSuite Industrial (CSI) Customer Service / Pick, Pack, Ship / AR Financials

Business Issue:

CSI does not have the functionality to add special charge record(s) to the Customer Order / Shipping records upon running Consolidated Invoice generation.

What It Does:

Based on the Special Charge record setup when Consolidate Invoice generation is run the system adds a Special Charge line item(s) to the Sales Order(s) and corresponding shipping and invoice record(s).

Benefits:

  • Eliminates the need of manual entry/maintenance of special charge record(s) within Customer Orders.
  • Eliminates the need to manually ship the special charge record(s).
  • One can preset unit price of the special charge record(s).
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