When creating a new supplier or customer in Infor SunSystems 5 or 6 there are so many different records to be created in the process and doing them online is quite slow. Is there a quicker way to do this and along the way ensure I capture all the required data?

There are a lot of different records to be created and in a particular order as well. For example for a new supplier you need to create the address record first then the supplier/chart of account record, then bank details (if paying by eft) and then contact records (if using IPOS).  It’s not to dis-similar for Customers.

Using a combination of Excel, Q&A Excel and Transfer Desk we can help improve the process. A template can be setup in excel, prompting for all the relevant fields (from across all the required record types). Then using Data Send and Q&A XL Macros we can transfer the data into Infor SunSystems.  This can be done directly or using Import Files and Transfer Desk to update Infor SunSystems.

Note this could also be applied for maintaining customer/supplier records or other high volume static data records (eg chart of accounts, fixed assets etc)

SunSystems Blogs

Raise your hand if you’re an Infor SunSystems customer. Keep it raised if you’re 100 per cent confident that your organisation is getting the most...
Current SunSystems users may not be aware that they are sitting on an extremely comprehensive reporting, analytical, budgeting and planning...
SunSystems is the legendary general ledger and financial management system from Infor. Over the years there have been a number of different product...

Our SunSystems clients include: