A World of Infinite Possibilities Awaits

TUG CONNECTS 2020 is right around the corner… Are you ready?

March 8th -11th, our team will head to the beautiful Hilton Anatole in Dallas, Texas, for 4 days loaded with presentations, meetings, and networking at TUG Connects 2020.

We are excited to be presenting with members of our Senior-Level Leadership Team.

These sessions will be filled with information you can take back to your business and implement right away.

PLUS – You’ll discover just how easy it is to become a CSD Superhero at the LIVE DEMOS being given at our booth.

Schedule a 1 on 1 with NSA at TUG 2020





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March 8March 9March 10March 11
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Super Sessions

March 8th-11th

WebUI / CSD
Hands On Session: Processing a Sales Order in WebUI / CSD
Bill Socie

For those who have questions about how Sales Orders are processed in WebUI or just want to try WebUI out. This is a hands on session in a test WebUI environment.

WebUI / CSD
Hands On Session: Processing a Purchase Order in WebUI / CSD
Bill Socie

For those who have questions about how Purchase Orders are processed in WebUI or just want to try WebUI out. This is a hands on session in a test WebUI environment.

WebUI / CSD
Hands On Session: Processing a Warehouse Transfer in WebUI / CSD
Bill Socie

For those who have questions about how Warehouse Transfers are processed in WebUI or just want to try WebUI out. This is a hands on session in a test WebUI environment.

SX.e
Warehouse Manager (WM) Overview
Bill Socie

Do you need the ability to track quantity and counts by bin, perform directed putaway or other warehouse functions without going to a larger warehouse management system like TWL? Warehouse Manager is still a paper based warehouse but provides more advanced warehouse functionality than standard Sx.e. Join us to see the possibilities available in WebUI.

SX.e / WebUI / CSD
Optimizing eCommerce: Placing Orders and Getting Quotes on Your Website

Brian Weaver

There are many options for e-Commerce & they are all very different. Find out which options may make the most sense for your organizations specific needs. Picking the right choice can deliver huge ROI! Also find out ways you can create an amazing customer experience using e-Commerce to build a stronger customer relationship. Walk through an example in this session to see how.

General
2019 Ransomware Survey: Results & Trends for 2019

Brian Weaver

The State of the Market Ransomware Report is comprised of statistics pulled from a survey of over 100,000 Small, Medium and Large businesses around the world. The report provides unique visibility into the state of ransomware from the perspective of the IT Channel and their clients who are dealing with these infections on a daily basis. The report provides a wealth of detail on types of ransomware, including year-over-year trends, frequency, targets, impact, and recommendations for ensuring recovery and continuity in the face of the growing threat.

Key Session take aways:

  • Find out key findings from over 100,000 businesses surveyed
  • Most common ways business have been infected in the past year
  • Most effective methods of ransomware protection reported in 2019
  • How has Ransomware evolved, why it is more dangerous than ever now
  • Why is ransomware increasing so rapidly in hosted applications?
  • Multiple ways to immediately protect my business

SX.e
Practical Tips I can do now to Prepare my SX.e for a Migration to CSD

Carol Shinya

Are you ready to make that move to Cloudsuite? We will cover some practical tips that you can start on TODAY to get ready for that move to CSD. We will also cover some practical tips on what to expect with a migration to CloudSuite, consideration for the project team needed for a migration.

WebUI / CSD
What Should You Consider when Choosing On-Prem (OP) vs. Cloud (CSD)

Carol Shinya

CloudSuite or On-Prem, what about Hybrid? If you’re considering migrating from your current CHUI or GUI attend this session to find out the Pro’s and Con’s of each and how to determine what is the best option for your business. We will cover the three different options, and what the impact of each is for your infrastructure, services and to your Non-Infor or 3rd party products.

WebUI / CSD
Product Sales and Sourcing Restrictions

Carol Shinya

Sales restrictions prevents products from being sold to unauthorized customers and enables your company to comply with the product restrictions mandated by government entities, distributors, or vendors.

Sourcing restrictions allows you to create and maintain restriction records that enable you to maintain the terms of your purchasing agreements. Product sourcing restrictions are typically mandated by vendors to prevent gray market conditions, which is the legal distribution of a product that is unauthorized or unintended by the manufacturer. Purchasing agreements often identify which warehouses, based on location, are authorized to purchase the product, and restrict other warehouses from purchasing directly from the vendor.

WebUI / CSD
Product Import Module

Colin Rhyno

The Product Import (PI) module provides distributors with a method of importing updated pricing and product information from suppliers or service providers. Since these updates can be frequent and can contain vast amounts of information, specifying this data manually is impractical.

Product Import downloads this information electronically, accepting multiple formats, and updates your files programatically. This is an extremely useful tool for any distributor with a large number of products.

SX.e
Pricing Maintenance – Update and Create Pricing Records

Colin Rhyno

PD Entry Mass Maintenance expedites the process of updating and creating customer pricing records and rebate records by using pricing sets. This session will be a refresher on using the mass maintenance functionality to create new records and update existing records.

WebUI / CSD
Customer Master Overview

Kathy Lundquist

This session will review the AR Master records in WebUI/CSD. The Group feature allows you to group customers having a common thread, and also offers you flexibility in performing several AR tasks including service charges, unearned discounts, currency, credit manager, credit limits, hold periods, sales order status.

SX.e
Easy as Excel: Ad Hoc Reporting for SX.e

Kathy Lundquist

While SX.e has a large variety of standard reports, there are many times your company needs specific data that is not easily obtained from these reports. Accounting departments in particular need  quick specific data for analysis. Gathering information for audit requests can be burdensome if the data is not in a user friendly format. Leveraging standard tools in Excel to create quick reports will be a game changer! This reporting tool can be used for all versions except CSD.

Key Takeaways:

  • Benefits and drawbacks to Excel reporting
  • Step by step how to
  • Data dictionary
  • Joining tables and fields
  • Working with arrays
  • Prompting for values (runtime variables) – date range, warehouse, sales rep, etc.
  • Sample quick reports
  • White paper documentation

WebUI / CSD
System Tables in WebUI
Kathy Lundquist

SA System Tables (SASTT) have changed extensively over the years, with new tables being added regularly. This is a valuable review session for both new and seasoned SX.e users. As access to SA System Tables (SASTT) is often centralized, many users may not know what the tables are, how they are maintained and their impact. For data migrations, understanding the SASTT system tables is a critical element for data validation.

WebUI / CSD
Post Provisioning a New CSD Tenant
Rob Thayer

Learn what to do after your new CSD tenant has been setup by Infor. Provision users, assign roles, setup a dataflow, configure IDM and more. Everything you need to know to get things running smoothly.

WebUI / CSD
Understanding Dataflows, Monitors and Workflows
Rob Thayer

Learn how to make the most of your CSD tenant by using ION Desk. Direct a purchase order to the appropriate vendor based on a condition or get an alert when an order has shipped or even release an order that has been put on credit hold right from your InforOS inbox. Learn how to leverage ION Desk to do this and even more.

General
Infor Integrations with Cloud Suite Distribution
Brian Jones

Infor has done a lot of work with InforOS and integrating their products together. This session will focus on CloudSuite Distribution, CloudSuite Service Management, and Infor CRM. See how they work together with CSD. Learn what a “system of record” is and see the integration points. Learn a bit about what InforOS does.

General
Mobile Device Management
Brian Jones

Handheld and mobile devices are becoming more and more common and useful for a distributor. This provides a challenge though – how do you manage these devices? How do you deploy software to them? How do you keep them secure? We will take a look at device management and show some examples of handhelds and applications that are being used.

General
Unform Process Automation for Order Entry
Brian Jones

The session will focus on how NSA has utilized UnForm applications with their customers to automate the entry of inbound Customer Purchase Orders into SX.e / CSD giving Customer Service Representatives more time to focus on service rather than data entry.

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