DATA SHEET

SunSystems Sales

Take Complete Control of Sales Order Processing Management

Infor® SunSystems streamlines sales order and distribution operations helping organizations to deliver high levels of customer service. Users can raise sales orders directly from within SunSystems® and have them pass through multiple process flows such as picking and dispatch.

The SunSystems Sales module provides for flexible sales cycles with configurable value calculations, and extensive user-defined analysis fields. Organizations can configure order processes to suit the way their business works, create product profiles specifically for customers, along with advanced pricing.

With Infor Operating Services (OS) as its underlying technology platform, SunSystems provides users a unified modern experience and the ability to store and retrieve sales-related documents with Infor Document Management (IDM). Sales invoice documents can be emailed directly to customers; with the ability to automatically store these documents into Infor Document Management (IDM) and inherently link the document to the sales transaction.

SunSystems Sales is fully integrated with the Financials modules, with shared Analysis Codes and powerful mapping facilities to automatically generate accounting transactions in real time. This provides an up-to-date view of the financial position driven by Sales activity.

SunSystems Cloud Can Transform the Finance Function

Innovate Faster

React to ever-evolving market changes and pursue new business opportunities, more quickly and cost-effectively

Embrace Digital Transformation

Combine business processes with modern technology

Simplify Compliance

Security and compliance updates can be pushed out automatically to the entire organization

Infor SunSystems Overview

Sales Order Entry

Create quotations and convert quotes into orders using the quotation system, update the inventory balance with sales orders and credit notes, and create online inventory inquirie

Take advantage of an unlimited number of definable sales order types

Create standard, scheduled, blanket/contract, and create scheduled invoice payments based on payment rule

Perform credit checking and credit warnings, and set overdue limits

Set up credit approval and tolerance checkin

Make credit approvals based on security

Review order details with full revision history using entry amendment

Sales Order Processing

Sequence or eliminate various sales stages to match business needs

Create user-defined views and extensive drill-paths to associated information

Facilitate easy access to sales procedures for printing, converting quotations, or printing acknowledgements and invoices

Avoid arbitrage differences between currencies that can occur from successive conversions via a flexible conversion process

Hold invoices in their actual value according to the time they were created at a user-defined rate in up to three currencies

Customer Management

Utilize a flexible system for maintaining a wide range of customer details

Store multiple addresses per customer—each with definable characteristics, such as minimum sales order value or default dispatch warehouse

Advanced Pricing

Utilize the price book’s capability of product or service pricing when the prices need to be determined by several factors, such as timeframe, region, or discount codes.

Pricing Management

Take advantage of sophisticated and flexible pricing capabilities for structured price bands

Create a price book hierarchy of up to ten levels for complex requirements

Set user-updateable selling prices

Call-off statements for blanket orders

Credit Management

Take action on processes for orders on credit hold with reviewing and monitoring

Report on patterns of credit usage with automated credit-limit-exceeded warning at order-entry stage

Review payment monitoring to highlight changes in patterns

Reporting On Sales

Create standard reports on customer listings, order statuses, and sales listings

Base sales analysis on item, location, address, and analysis codes

Build user-defined reports on quotations, orders, credit notes, and invoices

Set up margin analysis based on costs captured at order entry

Perform quotation analysis, such as quotes converted to orders or cancellation reason

Produce performance reports for deliveries, quantities, and pricing

Assemble statistical declaration for EU VAT reporting

Generate simple and rapid reporting in any combination of currencies

Integration

Create custom workflows and alerts via Infor OS integration

Export sales orders from other systems using XML

Export sales transactions to allow manipulation

Allow orders to be mapped to the ledger with integrated processing

Leverage integrated mobile functionality

Complete Business Processes Control

With SunSystems, you can configure and control the complete business process for receiving and processing customer sales orders
—regardless of receipt method—from invoice generation and revenue recognition.