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Infor Syteline Reports in Power BI

In working with applications and ERP systems, you will find they are lacking in in-depth analysis and reporting. There comes a time where you realize there is a need for external reporting to augment the standard reporting. This is how the Infor Syteline Reports in Power BI came about.

In one of my previous roles and past consulting engagements, I built these Syteline reports in Power BI for:

  1. Analyzing the general ledger data
  2. Adding insight into estimates, orders, jobs, job hours, shipping/receiving, rma(s), order references, and customer/item/vendor addition.
  3. Providing extra insight into daily sales and invoicing activity

These came out of genuine business requests for data to help their everyday operations.

The Daily Sales Report in particular was built in order to ensure the companies were moving sales through the channels in a timely manner and invoicing their open orders before the end of the month. Are there too many order dollars in backorder, ordered but not shipped, or even more importantly – shipped but not invoiced? How much has been input this month? How much has been invoiced this month? How does that compare to the budget? How much is projected to be invoiced?

The General Ledger Report simply analyzes your general ledger data by unit codes 1-4 over time.

The Order Analysis Report provides valuable insight into your estimates, orders, jobs, job hours, shipping/receiving, rma(s), order references, and customer/item/vendor addition. Slice and dice estimates, orders, jobs, shipping/receiving, and rma(s), and compare job estimates to actuals. Review orders broken down by reference type as they are booked to analyze counts, value, margin, and gross margin percentage to find orders booked incorrectly before they are invoiced.

Take a look at the product and see if it would be valuable for you or your organization. It is available on vizbp.com:

While there, take a look at other solutions people like me are making available for free or for purchase. Take a look at becoming a seller yourself and offering your solutions in the marketplace.

https://vizbp.com/sell/

While here, take a look at my other articles related to vizbp.com:

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