Infor M3 Features
General Ledger (3)
Journal Entries
Based on 21 Infor M3 reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Based on 15 Infor M3 reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Based on 22 Infor M3 reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
Based on 18 Infor M3 reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Based on 15 Infor M3 reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Based on 15 Infor M3 reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Based on 21 Infor M3 reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Based on 20 Infor M3 reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Based on 20 Infor M3 reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Based on 18 Infor M3 reviews. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 20 Infor M3 reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Based on 15 Infor M3 reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Based on 14 Infor M3 reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting
Reporting & Analytics (7)
Financial Statements
Based on 24 Infor M3 reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Based on 22 Infor M3 reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
Based on 19 Infor M3 reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Platform (12)
Customization
Based on 23 Infor M3 reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 23 Infor M3 reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 25 Infor M3 reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 16 Infor M3 reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 24 Infor M3 reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 19 Infor M3 reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Integration (6)
Data Import and Export Tools
Based on 24 Infor M3 reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 17 Infor M3 reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 16 reviewers of Infor M3 have provided feedback on this feature.
Breadth of Partner Applications
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 14 Infor M3 reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Accounting (48)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
AP Automation
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Financial Statements
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
Based on 14 Infor M3 reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to schedule payments at predefined dates and times
Payment Batches
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers This feature was mentioned in 11 Infor M3 reviews.
Payment Methods
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Inventory & Warehouse (17)
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Shelf Life
Manage the time length for which ingredients may be used and finished products stored and sold
Traceability
Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer
Hazardous Materials
Identify hazardous materials and provide features for special storage and manipulation instructions
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Purchasing (16)
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process
In Transit
Track products and raw materials shipped by suppliers, from origin to destination
Receiving
Match the products received with the corresponding purchase orders and add them to inventory
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Demand
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Sales & Marketing (24)
Customer Master
Manages customer information including multiple ship-to and bill-to locations
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
Manufacturing (14)
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability
Formulas & Recipes
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them
MPS
Create and implement master production plans for multiple production lines and locations
Shop Floor
Assign equipment and monitor shop floor activities during various production stages
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance
Co-Products & By-Products
Track products manufactured along with a standard product (co-products) and secondary products (by-products)
Batch Management
Production batches can be resized up and down to include new sales orders and to reprioritize production orders
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS
Create and implement master production plans for multiple production lines and locations.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Quality Management (15)
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications
Rework
Identify rejected products and decide either they can be repaired or discarded
Waste
Track production waste such as scrap, as well as returns that cannot be repaired
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality
Recalls
Define procedures to be implemented during recalls to limit their negative impact on the company and its customers
Compliance
Ensure compliance with regulations and standards for production, storage, packaging, and transportation
Customer Requirements
Manage customer specific quality standards and requirements
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Distribution (11)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping
Custom Packing
Create packing options that are specific to one or more customers and can be modified for new clients
Labelling
Create labels that are compliant with governmental standards and with customer requirements
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping
Picking & Packing
Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Picking & Packing
Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
HR (12)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Discrete Manufacturing (6)
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
MPS
Create and implement master production plans for multiple production lines and locations.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Process Manufacturing (3)
Formulas & Recipes
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them
Co-Products & By-Products
Track products manufactured along with a standard product (co-products) and secondary products (by-products)
Batch Management
Production batches can be resized up and down to include new sales orders and to reprioritize production orders
ETO Manufacturing (3)
Engineering
Implement engineering changes across all manufacturing activities and locations
Product Configuration
Support advanced product configuration features to adapt to specific customer needs
Concurrent Engineering
Integrate design, engineering, manufacturing, and other functions to reduce the time to market.
Service (3)
Field Service
Manage field service activities related to the finished products delivered, such as installation and repairs
Warranty Management
Maintain information on warranties for the products delivered and for their components
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Accounting (10)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Payments can be processed by batch without manual intervention
Payments Scheduling
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Ability to schedule payments at predefined dates and times
Payment Settlements
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Inventory (5)
Inventory Tracking
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Warehousing (3)
Locations
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Create and manage warehouse locations and areas for shipping or receiving.
Multi-Warehouse
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Manage locatons accross multiple physical or virtual warehouses.
Third-Party
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Ability to monitor locations and inventory in third party warehouses.
Assembly (3)
BOM
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Provide Bill of materials to define what components and packaging should be used for assembly.
Kitting
Define kits and packages of two or more finished products that can be sold together or separately.
Disassembly
Ability to take apart assemblies and ensure that the components are transfered to inventory.
Logistics (5)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping.
Packaging
Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.
Shipping
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Plan deliveries based on inventory availability, transportation costs, and order priority.
Routing
Create routes for shipping directly to customers, to distribution centers, or for dropshipping.
Tracking
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Back Office (12)
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Create a list of all the assets owed by a company.
Maintenance
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Purchase Orders
Based on 14 Infor M3 reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Identify and assess suppliers for different products and services.
Status
Monitor the status of multiple types of assets.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
Front Office (14)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Notifies field service workers of their upcoming assignments.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
Logistics (10)
Centralized Inventory Database
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Create schedules for picking activities based on inventory availability.
Receiving
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Based on 11 Infor M3 reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Production (11)
BOM
Based on 12 Infor M3 reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources.
Manage Resources
Track resource availability for raw materials and production capacity.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
Based on 10 Infor M3 reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Based on 13 Infor M3 reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI (10)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
Agentic AI - Mixed Mode ERP (3)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Process ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Discrete ERP (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Distribution ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.







