Supply Chain SyteLine Customization : Automating CARs, MRRs, and Dunning Letter Processes
About the User
A US-based manufacturer specializing in the mass production of instrumentation. Their products are used for the measurement and control of temperature, humidity, pressure, strain, force, flow, level, pH, and conductivity.
Supply Chain SyteLine Customization User Requirements
The company was using Infor SyteLine ERP to manage various business functions, including quality control and accounts receivable. However, several critical documentation processes—namely Corrective Action Requests (CARs), Material Review Reports (MRRs), and Dunning Letters—were largely manual, consuming substantial time and resources.
The primary requirements were:
- To reduce manual effort and the time spent completing CARs, MRRs, and Dunning Letters in Infor SyteLine ERP.
- To automate data entry for key fields such as Description, Cause/Correction, Preventive Action, and Correction/Containment within the Quality Module.
- To enable auto-filling of information based on the selected product or item, improving data consistency and process speed.
- To automate the generation and dispatch of Dunning Letters through the A/R Posted Transaction Summary form, ensuring timely and accurate customer communication with relevant invoice details.
- These improvements were aimed at enhancing operational efficiency, data accuracy, and user productivity within the existing Infor SyteLine ERP environment.
Project Details
The project involved supply chain SyteLine customization, including the design and implementation of custom automation functionalities within the Infor SyteLine ERP framework to optimize the documentation workflows.
Service:
Infor SyteLine ERP and Automation Development
Technologies & Tools:
Infor SyteLine ERP, Mongoose Framework, SQL Server, and Custom Scripting
Client Location:
United States
Infor SyteLine Customization Challenges
Despite the powerful features of Infor SyteLine, the user`s internal processes for CARs, MRRs, and Dunning Letters were manually intensive. The lack of automation within these specific modules created multiple challenges:
Manual and Repetitive Data Entry
Each CAR, MRR, and Dunning Letter required the user to manually input detailed information. Since this data often repeated across similar items, the process was redundant and time-consuming.
Operational Inefficiency
The manual documentation process increased the administrative burden, delaying response times and reducing productivity.
Inconsistent Data Quality
Human errors during manual input sometimes resulted in incomplete or inconsistent data, impacting the accuracy of quality reports and customer communication.
Limited System Integration
The absence of automation features prevented users from leveraging Infor SyteLine’s full potential to improve workflows in the quality and finance modules.
SyteLine Customization Solutions
To resolve supply chain SyteLine customization challenges, Fidel leveraged its Infor SyteLine development expertise to design and implement two major automation features that streamlined documentation workflows.
Autofill Functionality for CARs and MRRs
Development team introduced an “Autofill” button within the CARs and MRRs forms in the Quality Module of Infor SyteLine. This feature automatically populates key fields—such as Description, Cause/Correction, Preventive Action, and Correction/Containment—based on the selected product or item. It eliminates the need for repetitive manual entries and ensures standardized and accurate information across reports.
Automated Dunning Letter Generation
A new “Compose Dunning Letter” button was integrated into the A/R Posted Transaction Summary form, one of the key modules in Infor SyteLine for managing outstanding customer payments. With a single click, the system now generates a Dunning Letter and automatically emails it to the respective customer, attaching relevant invoice details. This enhancement ensures faster communication with customers and improves accounts receivable efficiency.
Seamless System Integration
The new automation functionalities were developed to integrate smoothly with the existing Infor SyteLine environment, ensuring minimal disruption and maximum scalability.
Infor CSI Customization Results
The automation initiative significantly improved the client’s operational efficiency and accuracy within the Infor SyteLine ERP.
Reduced Manual Effort
The Autofill feature eliminated repetitive data entry, allowing users to generate CARs and MRRs in a fraction of the previous time.
Time Savings and Efficiency
Automated generation of Dunning Letters streamlined customer communication and reduced administrative overhead.
Improved Accuracy
Standardized auto-populated fields ensured data consistency and minimized human error across all reports.
Enhanced Productivity
Employees could focus on value-driven tasks rather than routine documentation work, improving overall departmental performance.
Better Customer Communication
The automated emailing of Dunning Letters improved payment follow-ups and strengthened the client’s financial control process.
Conclusion –
By integrating intelligent automation within Infor SyteLine ERP, it successfully transformed a manual, time-consuming documentation process into an efficient, accurate, and streamlined workflow.
Through this automation, the user not only achieved substantial time savings and accuracy improvements but also enhanced their overall ERP user experience (UX) —reinforcing their position as a technology-driven enterprise focused on continuous improvement.
Contact Us
To explore how Fidel can help you enhance and customize your Infor SyteLine ERP for improved performance and automation, contact us at sales@fidelsoftech.com.