Infor SyteLine Microsoft Office

Integration User Guide

Copyright © 2014 Infor

Important Notices
The material contained in this publication (including any supplementary information) constitutes and
contains confidential and proprietary information of Infor.
By gaining access to the attached, you acknowledge and agree that the material (including any modi-
fication, translation or adaptation of the material) and all copyright, trade secrets and all other right,
title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest
in the material (including any modification, translation or adaptation of the material) by virtue of your
review thereof other than the non-exclusive right to use the material solely in connection with and the
furtherance of your license and use of software made available to your company from Infor pursuant
to a separate agreement, the terms of which separate agreement shall govern your use of this mate-
rial and all supplemental related materials ("Purpose").
In addition, by accessing the enclosed material, you acknowledge and agree that you are required to
maintain such material in strict confidence and that your use of such material is limited to the Purpose
described above. Although Infor has taken due care to ensure that the material included in this publi-
cation is accurate and complete, Infor cannot warrant that the information contained in this publication
is complete, does not contain typographical or other errors, or will meet your specific requirements.
As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any
loss or damage to any person or entity which is caused by or relates to errors or omissions in this
publication (including any supplementary information), whether such errors or omissions result from
negligence, accident or any other cause.
Without limitation, U.S. export control laws and other applicable export and import laws govern your
use of this material and you will neither export or re-export, directly or indirectly, this material nor any
related materials or supplemental information in violation of such laws, or use such materials for any
purpose prohibited by such laws.
Trademark Acknowledgements
The word and design marks set forth herein are trademarks and/or registered trademarks of Infor
and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or ser-
vice names referenced may be registered trademarks or trademarks of their respective owners.
Publication Information
Release: Infor SyteLine 9.00
Publication date: December 8, 2014
Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Contacting Infor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Chapter 1 Excel-Based Toolset for Financial Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
List Separator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Installing the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Setting up the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Using the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
GL Helper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Using the Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Report Template Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Cash Flows from Operating Activities Using the Direct Method. . . . . . . . . . . . . . . . .31
Reporting Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
To define a reporting group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
To add to a reporting group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Images for Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Caching (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Enable Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Clear Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Drilldown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
New Worksheet Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
SyteLine Form Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Drilldown to Purchase Order Receipt and Invoice from Ledger . . . . . . . . . . . . . . . . . . . .41
Drilldown Transaction Selection Criteria (Examples) . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
SLDESC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
SLGL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Infor SyteLine - Microsoft Office Integration User Guide | 3

Contents

SLGLBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
SLNGL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
SLGLTRAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
SLNGLBAL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
SLNGLTRAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
SLPARMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
SLPL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
SLPLMTD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
SLGRPDESC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
SLGRPGL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
SLGRPGLBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
SLGRPGLYTDBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
SLNGRPGLYTDBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
SLNGRPGL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
SLNGRPGLBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
SLGLYTDBAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Associating a Site with a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Building a Dynamic Excel Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Chapter 2 Microsoft Outlook Add-in for SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Calendars, Tasks, and Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
E-mails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
SmartLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
SyteLine Explorer in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Behind the Scenes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Installing and Setting Up Outlook Integration with SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Installing the SyteLine Outlook Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Setting Up the Add-in in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Linking Windows User Names to SyteLine Salespersons . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Setting SyteLine User License and Authorizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Authorizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Seeing the Sync Buttons In SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Using the Outlook Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Sync In or Sync Out? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

4 | Infor SyteLine - Microsoft Office Integration User Guide

 Contents

Caution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
In Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
In SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Adding Contacts in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Adding Contacts in SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Updating SyteLine Contact Information in Either System . . . . . . . . . . . . . . . . . . . . . . . .77
Deleting Contacts in Either System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Viewing Sales Contacts in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Adding Tasks in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Adding Tasks in SyteLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Updating Task Information in Either System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Deleting Tasks in Either System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Calendar Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Adding Appointments in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Adding Appointments in SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Updating Appointments in Either System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Deleting Appointments in Either System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Customer, Vendor, Prospect, and Sales Contact Interactions . . . . . . . . . . . . . . . . . . . . . . . .83
Adding Outlook E-mails to SyteLine Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Sending E-mail Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Viewing Outlook E-mails with SyteLine Interaction Details . . . . . . . . . . . . . . . . . . . . . . . . . .85
Viewing E-mail Attachments in SyteLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86
Using SmartLink with Outlook E-mails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Example Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Using the Data-Grid Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Data-Grid Example for Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Replacing a Data-Grid with a Custom SyteLine Form . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Hiding and Showing SyteLine Custom Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Hide Panes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Show Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Using the Search Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Search Button 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Search Button 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
Cross Referencing Customer, Prospect, and Salesperson from Outlook Contact . . . . . . . . .93
Adding a New Cross-Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94
Sending and attaching a New Email to an Interaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94

Infor SyteLine - Microsoft Office Integration User Guide | 5

Contents

Using the SyteLine Explorer in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Adding, Deleting and Changing Folders and Forms in the Explorer . . . . . . . . . . . . . . . .95
Finding a Property Name to Use in a Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96

Chapter 3 SyteLine Application Search Service for Microsoft Office Products . . . . . . . . . . . . .97
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Search Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Behind the Scenes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Setting Up the Search Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Registering the Search Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Configuring the Search Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Removing or Reconfiguring the Search Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Searching for Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102

Chapter 4 Microsoft Project Add-In for SyteLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
Installing the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Setting up the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
Using the Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108
Sync In, Sync Out, and Enable Auto Sync Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Sync In Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Object Mapping: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Updating a Project Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Sync In and MS Project Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Project Items Affected During Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
SyteLine Project Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
Creating an Estimate Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Creating a Project Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Assigning a SyteLine Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Assigning SyteLine Work Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116
Summary Task Information Resources Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Creating a New Project in SyteLine Using Microsoft Project Client . . . . . . . . . . . . . . . . . . .117
Creating a New Project Task in SyteLine Using Microsoft Project Client. . . . . . . . . . . . . . .118
Create a Single Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Create a Multiple Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

6 | Infor SyteLine - Microsoft Office Integration User Guide

 Contents

Creating a New Resource (Material) in SyteLine Using Microsoft Project Client . . . . . . . . .119
Creating a New Work Resource (Employee, User, etc.) in SyteLine Using Microsoft Project Cli-
ent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Assigning Existing Work Resources to Different Tasks Using Microsoft Project Client . . . .120

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Infor SyteLine - Microsoft Office Integration User Guide | 7

Contents

8 | Infor SyteLine - Microsoft Office Integration User Guide

About This Guide

This guide is intended for SyteLine users who also work in one or more Microsoft Office products and
want to share information between SyteLine and the Office product.
SyteLine integrates with Microsoft Excel, Microsoft Outlook, and Microsoft Project. Each of these
integrations requires some installation and configuration, which is described in the individual sections
of this guide.
The integration also includes a "search" Web service, so that you can search for related SyteLine
data from any Office application’s Research task pane. This integration, which does not require any
installation but does require registration of the service, is described in a section of this guide.
The requirements (prerequisites) for integration with each product are described in the appropriate
sections.

Installation Files
All of the files that are required to install these Office add-ins are included in the
SyteLineOfficeIntegrations[version].zip file, where version is the latest version. You can download
this file from our Product Download Center, which you can access through the [Link]
support site. For instructions to install and configure each of the add-ins, see the appropriate chapter
in this guide.

Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at http://
[Link]/inforxtreme.
If we update this document after the product release, we will post the new version on this Web site.
We recommend that you check this Web site periodically for updated documentation.
If you have comments about Infor documentation, contact documentation@[Link].

Infor SyteLine - Microsoft Office Integration User Guide | 9

About This Guide

10 | Infor SyteLine - Microsoft Office Integration User Guide

Chapter 1: Excel-Based Toolset for
Financial Reporting 1

This section describes how to install, set up, and use the Excel-based Toolset for Financial Reporting.

Requirements
 Microsoft Excel version 2010 or 2013.
 The latest Windows and Office Updates.
 Ability to connect to SyteLine ERP database server.
 The Period Sorting method 1 and 2 must exist in SyteLine ERP, and the Index is active for both.
 If you use the drill-down functionality and choose to have the data displayed in a SyteLine form,
and a separate SyteLine session is open at the same time, you must have a multi-session
license. If you don’t have a multi-session license, you can still operate in the given scenario if you
have two User IDs; one for SyteLine and the other to use in the drilldown from Excel.
 Using SyteLine forms for drilldown is subject to certain conditions. If you choose to show data in
a SyteLine form, the forms that open are standard forms rendered on a Web Browser. This
feature is available only when the Web Client framework is installed and configured on the utility/
webserver. The add-in must know the details of the utility server, and this must be configured prior
to using this feature. See the Infor ERP SyteLine Installation Guide for information on how to
install and configure the Web Client.
Note: Drill-down data can be displayed on a new Excel Worksheet without the above drill-down
requirements.

Recommendations
 Use absolute cell references instead of relative cell references for faster performance.
 Turn off the automatic calculations for better performance. This is most important when using a
large spreadsheet with lots of complex calculations. Press the F9 key in Excel to perform the
calculations on demand when automatic calculations is off, or use CTRL+ALT+F9 to calculate all

Infor SyteLine - Microsoft Office Integration User Guide | 11

 formulas in all open workbooks. To set the calculations to manual, choose Tools > Options and
then click the Calculations tab. Set the calculation to Manual. See the help in Microsoft Excel for
all recalculating options.
 Turn on caching and use populate cache whenever possible. This is a performance
recommendation.

List Separator
The examples in this guide use a comma (,) as a list separator. You may be using a different
character as a list separator. Excel uses the default list separator from your operating system’s
Region and Language settings (the name of which is slightly different in different versions of
Windows), and different areas of the world have different default list separators.

Installing the Tool

Note: You may need administrator privileges to install the add-in.
This tool comes bundled with other Microsoft Office Add-Ins in a zip file. The zip file is named
SyteLineOfficeIntegrations[version].zip.
1 Download the SyteLineOfficeIntegrations[version].zip file from the Product Downloads site
(see Chapter 1). From within the SyteLineOfficeIntegrations[version].zip file, copy
[Link] to the computer on which you want to use this tool. If you are installing
into Excel 64-bit, copy [Link]. The computer to which you copy the file
must be a client machine.

12 | Infor SyteLine - Microsoft Office Integration User Guide

2 Launch either [Link] or [Link] depending on the
criteria mentioned in step 1 above. The SyteLine Financial Reporting Tool Excel Add-In
screen is displayed.

3 When asked whether to remove the installation files, read the instructions and select an option.
 The first option allows the setup to choose the folder where it will unpack the installation files.
This can cause an error if you do not have appropriate permissions on the selected folder.
 The second option is recommended, because you can specify a folder that has appropriate
permissions.
4 Click Next. The Welcome screen is displayed.

Infor SyteLine - Microsoft Office Integration User Guide | 13

5 Click Next. The Select Installation Folder screen is displayed.

6 Accept the default folder for installation or Browse to another folder.

7 Set the availability of the tool to just you or to anyone who has access to the computer it is being
installed on.
8 Click the Disk Cost button to see the space available on all available drives.
9 Click Next. The Confirm Installation screen is displayed.
10 Click Next to start the installation.
11 When the installation is complete, the Installation Complete screen is displayed.
12 Click Close to close the wizard.
13 Check the installation folder that you chose earlier to ensure .dll files have been installed. Provide
read-write permission to this folder. The add-in needs to create an XML file that is required for
some functionality.

Setting up the Tool

Now that the tool is installed, you must set up the tool to work with your environment.
Note: If, after following the directions in this section, you notice that the SyteLine functions are not
available, perform the following steps:
 Disable all third-party Add-ins (do NOT remove them) from Excel. Do not disable the SyteLine
Add-in.

14 | Infor SyteLine - Microsoft Office Integration User Guide

  Close and restart Excel. You should now see the SyteLine functions.
 Enable the third-party Add-ins that you disabled.
1 Open Microsoft Excel.
2 Select the SyteLine menu.

Note: You must use your operating system’s uninstall process to remove the tool once it is
installed.
The toolbar contains the following fields and buttons:
 Version Info - Click this button to see the version of the SyteLine Excel Add-In, the version of
SyteLine that is compatible with this version of the Add-In, the version of Excel, and the
version of SyteLine you are connected to (if you are connected).
 Site - Use this field to select the desired site.
 Period - Use this field to select the desired period. The period value shows the current period
of the default site. You can change the period here. The default value is shown whenever you
change the value in the site field.
 Year - Use this field to select the year. The year value shows the current fiscal year of the
default site. You can change the year here. The default value is shown whenever you change
the value in the site field.
 Query - This field lists all the possible queries. See the list below:
Query Command Description
GET ALL CODES Returns all codes from the COA
GET ASSET CODES Returns all codes with type Asset
GET LIABILITY CODES Returns all codes with type Liability
GET REVENUE CODES Returns all codes with type Revenue
GET EXPENSE CODES Returns all codes with type Expense
GET EQUITY CODES Returns all codes with type Owner's Equity
GET CODES STARTING WITH Returns all codes staring with a given pattern
Example: GET CODES STARTING WITH 1005*
GET CODES ENDING WITH Returns all codes ending with a given pattern
Example: GET CODES ENDING WITH *100
GET DESCRIPTION STARTING Returns all codes whose associated description start with the
WITH given pattern
Example: GET DESCRIPTION STARTING WITH Cash
GET DESCRIPTION ENDING Returns all codes whose associated description end with the
WITH given pattern
Example: GET DESCRIPTION ENDING WITH "Discount"
GET DESCRIPTION CONTAINS Returns all codes whose associated description contains a
given pattern
Example: GET DESCRIPTION CONTAINS Inventory

Infor SyteLine - Microsoft Office Integration User Guide | 15

 Query Command Description
GET UNITCODE {1..4} FOR Returns unit codes for the given account
Example: GET UNIT CODE 1 FOR 102000 (Returns all the
unit codes 1 for account code 102000)
GET UNIT CODE 4 FOR 504000 (Returns all the unit codes
4 for account code 504000).
GET CURRENT ASSESTS Return all codes with Account Class 'Current Assets'
GET NONCURRENT ASSETS Return all codes with Account Class 'Noncurrent Assets'
GET CURRENT LIABILITIES Return all codes with Account Class 'Current Liabilities'
GET Return all codes with Account Class 'Noncurrent Liabilities'
NONCURRENTLIABILITIES
GET EQUITY(AC) Return all codes with Account Class 'Equity'
GET REVENUE Return all codes with Account Class 'Revenue'
GET COST OF SALES Return all codes with Account Class 'Cost of Sales'
GET OPERATING EXPENSE Return all codes with Account Class 'Operating Expense'
GET DEPRECIATION AND Return all codes with Account Class 'Depreciation and
AMORTIZATION EXPENSE Amortization Expense'
GET INTEREST INCOME Return all codes with Account Class 'Interest Income
EXPENSE Expense'
GET NON-OPERATING Return all codes with Account Class 'Non Operating Income
INCOME EXPENSE Expense'
GET TAX EXPENSE Return all codes with Account Class 'Tax Expense'
 ! Go - Use this button to execute your chosen query.
Note: If you select a query command that requires extra input, the Search String field displays
as in this example:

 Setup - Click this button to set up your company information as detailed in the next step.
3 While viewing the SyteLine Add-In (on the SyteLine menu), click the Setup button.

16 | Infor SyteLine - Microsoft Office Integration User Guide

4 The SyteLine GL Setup window is displayed.

5 Click the SL Connection [Link] are two ways to use the information on the SL Connection
tab. Either choose the Direct Connection option or the IDO Web Service option.
 Direct Connection - If you select this option, the Direct Connection area of the window
becomes enabled. Select this option if you plan to have a direct (non-web) connection to
the database. If you choose this option, jump to step 6.
 IDO Web Service - If you select this option, the IDO Web Service area of the window
becomes enabled. Select this option if you plan to use a URL to connect to the database.
If you choose this option, jump to step 7.
6 For the Direct Connection, provide the following information:
 Server Name - Enter the name of the server where the data you want to see resides. If you
have an instance also, provide that with the following syntax - servername\instance.
 DB Name - Enter the database name that contains the data you want to see.
 User ID - Enter the user ID for the database.
 Password - Enter the password associated with the user ID you supplied.
7 For the IDO Web Service, provide the following information:
 End Point - This is the URL address of IDO Web service. Use the following syntax: http://
utilityorwebservername/IDORequestService/[Link]
 Active Configs - This is a list of check boxes that displays all available configurations
retrieved from the given End Point. This list may contain configuration for the test environment
or multiple configurations pointing to the same Site.
You must select at least one configuration from the list. The selected Config(s) is used to
retrieve the Site name that is available for selection from the Tool Bar within Excel.

Infor SyteLine - Microsoft Office Integration User Guide | 17

  Default Config - This is the default site that is used when no Site name is explicitly provided
as a parameter. You can select the Default Config from the drop-down list. This list is
populated based on the selected items in the Active Config field.
 SyteLine User ID - This is a valid SyteLine User ID.
 Password - This is the password for the SyteLine User ID you provided.
Note: In order to use the IDO Web Service, the user must be assigned a SyteLineAutomation
license. For more information about this license type, see the Infor SyteLine Licensing guide.
On the Object Authorizations for User form in SyteLine, these privileges must be granted
for any user who wishes to use the IDO web service.
 set Object Type to MIDDLEWARE
 set Execute Privilege to Granted
 set Read Privilege to Granted
 set Object Name for each of these (you have to do them one at a time): SLPertots,
SLLedgers, SLPoVchs, SLInvItemAlls
8 Click the General tab.

 Enable Logging - Select or clear the Enable Logging check box. Query execution details
and error log, if any, are logged into the System Event Log if you check this check box. The
event log is named "Infor Global Solutions - SyteLine", and the entries are logged with the
source name "SyteLineGL Excel Add-Ins". Use Windows Event Viewer to access these logs.
In order to write to the event log, you must have the read and write permission in the registry
for:
 HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\eventlog\Application
 HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\eventlog\Security

18 | Infor SyteLine - Microsoft Office Integration User Guide

  HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\eventlog
Note: The Enable Logging should be enabled only for troubleshooting purposes. Turn it off when
the troubleshooting is complete.
The Add-ins creates an Event Log one time and writes entries into the log when Event
Logging is enabled. However, the event log creation may fail if you do not have administrator
privileges to create one. So, we recommend that you run EXCEL in Admin mode at least once
to create the Event Log. A standard user can read or write into an Event log unless there are
special security settings that prevent doing so.
To run Excel in Admin mode:
[Link] the Windows Start Button.
[Link] "Excel".
[Link] SHIFT + CTRL + ENTER.
 Enable Caching - Select or clear the Enable Caching check box. If this field is cleared,
caching is enabled only for the current session when activated by selecting 'Populate Cache'
from the Toolbar menu. If you want to enable caching every time you work with GL functions,
select this field.
 Web Service Client URL - If you plan to view drilldown details on a SyteLine form, enter the
internet address of the Web Server where the Web Client is installed. The syntax is http://
servername/WSWebClient/[Link].
 Display inside the default Browser - Select this check box to display the SyteLine form in
your default browser. If you clear this check box, the form is displayed as an embedded form
in Excel.
 Image Location for Report Templates - Enter the name or browse to the name of the folder
where you store images for the report templates. If you aren’t using the report templates, you
can leave this field blank.

Infor SyteLine - Microsoft Office Integration User Guide | 19

9 If you plan to use the Chinese Reporting Pack, click the Reporting Pack tab; otherwise, skip to
Step 13.

10 Select the Chinese Reporting Templates check box. You should also select the Standard
Reporting Templates check box.
11 Select a default reporting pack from the drop down list.
12 Click OK.
13 Restart Excel after making any changes in the SyteLine GL Setup window.

Using the Tool

Now that the tool has been installed and set up, you can use it.

GL Helper
The GL Helper is a learning tool for beginning users that helps them become familiar with the way the
Excel-Based Toolset for Financial Reporting tool works. It helps the user build formulas.

20 | Infor SyteLine - Microsoft Office Integration User Guide

1 Click the GL Helper button on the SyteLine toolbar.

2 The GL Function Helper screen is displayed.

3 Provide the following information:

 Chart of Account - The accounts in the two drop-down fields default from the from the site
selected in the Site field. Choose the range of accounts. Select the Use Cell Reference
check box to use the cell reference of the account code instead of the actual code; see
example below.

 Parameters:
 Site - Select a Site from the drop-down. The default site comes from the Site selected
from the Excel Toolbar. The Start Account Code, End Account Code, and Year fields are
updated when you change the site.
 Period - Select the period that will be used in the formula

Infor SyteLine - Microsoft Office Integration User Guide | 21

  Year - Select the fiscal-year that will be used in the formula
 Use Dynamic Parameters - Select this check box to make the report more interactive by
using the selectable parameters list. Period, Fiscal Year, and Site are added to the top of
the spreadsheet, each with a selectable drop-down list; see example below.

 Selected Item(s) - This area is divided into two panes. The left pane includes items that are
NOT selected. The right pane includes items that ARE selected. You have to select an item
and click one of the arrows (either pointing left or right) to get the item into the pane you want.
By default, all items are in the left (unselected) pane. Move the items you want to be in the
right (selected) pane.
Description of the items:
Item Description
Account Code Insert Account code as text.
Description Insert SLDESC function to retrieve the Account Name.
Examples:
=SLDESC("10000")
=SLDESC(A1)
Period Balance Total Insert SLGL function to retrieve the period total for the
selected Period and Fiscal Year.
Examples:
=SLGL("10000",7,2011, "A")
=SLGL(A1, $B$1, $B$2, "A")
Period Budget Total Insert SLGL function to retrieve the Budget amount for the
selected Period and Fiscal Year.
Examples:
=SLGL("10000",7,2011, "B")
=SLGL(A1, $B$1, $B$2, "B")
Period Plan Total Insert SLGL function to retrieve the Plan amount for the
selected Period and Fiscal Year.
Examples:
=SLGL("10000",7,2011, "P")
=SLGL(A1, $B$1, $B$2, "P")
YTD Balance Total Insert SLGL function to retrieve the balance as of the
selected Period and Fiscal Year.
Examples:
=SLGLBAL("10000",7,2011, "A")
=SLGLBAL(A1, $B$1, $B$2, "A")

22 | Infor SyteLine - Microsoft Office Integration User Guide

 Item Description
YTD Budget Total Insert SLGL function to retrieve the Budget amount as of the
selected Period and Fiscal Year.
Examples:
=SLGLBAL("10000",7,2011, "B")
=SLGLBAL(A1, $B$1, $B$2, "B")
YTD Plan Total Insert SLGL function to retrieve the Plan amount as of the
selected Period and Fiscal Year.
Examples:
=SLGLBAL("10000",7,2011, "P")
=SLGLBAL(A1, $B$1, $B$2, "P")

4 Click the Generate button. The following is an example of the result.

Using the Report Wizard

The Report Wizard is a simple step method used to generate various financial reports on the fly by
using the GL function to retrieve data from the selected site.
1 Click Report Wizard in the toolbar.

Infor SyteLine - Microsoft Office Integration User Guide | 23

2 The following screen is displayed.

3 Provide the follwing information:

 Select a Reporting Pack - Select either Standard or Chinese.
 Report Template - There are four financial report templates available for selection if you use
the standard reporting pack. The templates are Balance Sheet By Type, Balance Sheet By
Account Class, Trial Balance, and Profit and Loss Statement. Select the template that you
want to use. There are also four financial report templates avalable for selection if you use the
Chinese reporting pack. The templates are Income Statement, Balance Sheet, Statement of
Cash Flow, and Statement of Changes in Equity Report. Select the template that you want to
use.
 Site - Select a site. This default site name comes from the site selected on the Excel toolbar.
The Year field is updated when the site changes.
 Period - Select the period that will be used in the formula.
 Year - Select the fiscal year that will be used in the formula.
 Use Dynamic Parameters - Select this check box to make the report interactive. When
selected, Period, Year, and Site are added to the top of the report, each with a selectable
drop-down list. Choose an option in the drop-down list, and the data in the report changes.
 Include Zero Balance - This check box does not display if using the Chinese Reporting Pack
and Income Statement is selected as the report template. Otherwise, if this check box is
cleared, the tool removes GL accounts that have zero balances for the selected period and
fiscal-year. Select this check box if you want to include zero-balance accounts.

24 | Infor SyteLine - Microsoft Office Integration User Guide

4 Click Generate. The report is generated. The following is an example of the Balance Sheet By
Type report.

Report Template Details

There are 4 report templates if you use the standard reporting pack: Balance Sheet by Type, Balance
Sheet by Account Class, Trial Balance, and Profit and Loss Statement.
Balance Sheet by Type - This report, grouped by the Type column from the Chart of Accounts, has
Account Code and the SLDESC function to retrieve the description, and either the SLGLBAL or the
SLNGLBAL function to retrieve the balance amount. The Site, Period, and Year have a selectable
drop-down list, so you can easily change the data that displays in the report. The difference between
revenue and expenditure is added to the bottom of the Balance Sheet with a title of Estimated P/L.

Infor SyteLine - Microsoft Office Integration User Guide | 25

The argument value of the GL function uses absolute cell reference for Site, Period, and Year, and
relative cell references for account code, when the Use Dynamic Parameters is checked in the Report
Wizard.
Balance Sheet by Account Class - This report is the same as Balance Sheet by Type except that
the grouping is performed based on Account Class.
Trial Balance - This report is set up with the use of an extra drop down list field on the Report Wizard.
When you select Trial Balance as the Report Template, the Income Summary Account field is
displayed.

This report is grouped by Account Class. It includes account codes with type Assets, Liabilities,
Owners' Equity, Revenue and Expense. The closing amount, which may be already part of Retained
Earnings, may cause a non-balanced debit and credit totals. To avoid this, the closing balance must
be subtracted from the Retained Earnings account. Since the SL doesn’t keep the Income Summary
account while performing the Year-end closing activities, the Add-in requires you to select the same
prior to generating the Trial Balance. The Income Summary Account field only displays account
codes with the type ‘Owners Equity’.
The closing summary amount is calculated as:
SLPL(12, 2012, "OH", "Y") - SLPL(12, 2012, "OH", "N")

26 | Infor SyteLine - Microsoft Office Integration User Guide

Profit and Loss Statement - This report is set up with the use of an extra check box on the Report
Wizard. When you select Profit and Loss Statement as the Report Template, the Use Expense-to-
Revenue check box is displayed.

If you select the Use Expense-to-Revenue check box, the period total and YTD total percentage is
calculated by dividing an individual expense by total revenue. If this check box is cleared, the
percentage is calculated by dividing an individual expense amount by total expense.
This report includes items from revenue and expenditure type accounts. You must assign the
appropriate Account Class to your chart of accounts code to generate this statement. The report is
formatted in the following order:
 Revenue and Group Total
 Cost of Sales and Group Total
 Gross Profit. Calculated : Revenue - COS
 Operating Expense and Group Total
 Profit from Operations. Calculated: GP - Operation Total
 Interest Income Expense and Group Total
 Non-Operating Income Expense and Group Total
 Depreciation and Amortization Expense and Group Total
 Profit before Tax Expense. Calculated: GP - Total Expense (without Tax)
 Tax Expense and Group Total
 Net Profit Calculated: GP - Total Expense

Infor SyteLine - Microsoft Office Integration User Guide | 27

Here is an example of the Profit and Loss Statement:

There are four report templates if you use the Chinese reporting pack: Income Statement, Balance
Sheet, Statement of Cash Flow, and Statement of Changes in Equity Report. The main content of the
Chinese reports consists of the Reporting Group, Sequence Number, Amount columns that show the
current month as well as the cumulative amount.
Income Statement (CRP only) - This is an income statement report. It includes the Company Name,
Site Name, Day, Month, Year of the statement, and the name of the person who prepared this
statement. Initially, this report is generated with no balance amount. That's because the Reporting
Group definition has no account code associated with it. Once the report is rendered on a worksheet,
you can right click on each Reporting Group and assign account codes from the Add To Reporting

28 | Infor SyteLine - Microsoft Office Integration User Guide

Group form. This is a one-time setup, and you can modify the grouping when [Link] is a
sample:

Balace Sheet - CRP (CRP only) - This report is grouped by the Type and Account Class column from
the Chart of Accounts. It is formatted using the Excel functions, SLDESC to retrieve description and
SLGLBAL function to retrieve the balance amount. The Site, Period and Year are choices in the drop-
down list, so the report can be viewed for different periods.
Statement of Cash Flow - The Statement of Cash Flow shows the actual cash collected and paid by
using inflow and outflow.
The Statement of Cash Flow has these three sections:
 Operating Activities
 Investing Activities
 Financing Activities
The columns headers in the report are: Item, Line No, Subtotal, and Cumulative. The report template
is formatted using the SL GROUPING functions such as SLGRPDESC, SLGRPGLBAL,
SLGRPGLYTDBAL and SLNGRPGLYTDBAL. Initially, the report is rendered without any balance;
that is because there is no COA associated with any group definitions. Once the template is
generated, you can add COA to each group. You can modify the group definition to suit your
requirement.
Most of the inflow and outflow balances are derived after adding or subtracting certain Balance Sheet
items. In this case, an increase or decrease in current year balance is calculated by comparing with
the previous year balance. The columns that retrieve previous year and current year balance to
calculate the difference are hidden.

Infor SyteLine - Microsoft Office Integration User Guide | 29

This table shows the addition or subtraction of differences to Inflow and Outflow total:
Increase Decrease
Asset Outflow Inflow
Liabilities Infow Outflow
Equity Inflow Outflow

30 | Infor SyteLine - Microsoft Office Integration User Guide

Cash Flows from Operating Activities Using the Direct Method
Line Item Description
Sales of goods or services Sales +- (add or subtract) A/R difference - Bad Debt Expenses
received in cash Line 1 : Net Sales = YTD Sales (SLNGRPGLYTDBAL)
Line 2: A/R Difference = Previous Year A/R
Type: Inflow Balance(SLGRPGLBAL) - Current Year A/R Balance
(SLGRPGLBAL)
If difference is + amount (means decrease in AR) then amount is
added to the inflow.
If difference is - amount (means increase in AR) then amount is
subtracted from the inflow.
Prev. Year Current Year Result (Prev-Curr) Effect
100 80 +20 Inflow.
Added to
Sales

70 100 -30 Outflow.

Subtracted
from Sales
Line 3: Bad Debts = Total bad debts expenses(P/L)
Cash Received from Other Other Income +- Income Receivable difference
Operating Activities Line 4: Other Income = Income Accounts excluding Sales.
Line 5: Difference Income Receivable : Previous Year Balance(B/
Type: Inflow S) - Current Year Balance (B/S)
If difference is + amount (means decrease in Income Receivable)
then amount is added to the inflow.
If difference is - amount (means increase in Income Receivable)
then amount is subtracted from the inflow.
Refunds of taxes Line 6 : Tax Refund Account
Type: Inflow
Interest Income Line 7: Interest Income
Type: Inflow
Other operating cash Line 8: Other Cash Receipt
receipts
Type: Inflow

Infor SyteLine - Microsoft Office Integration User Guide | 31

 Line Item Description
Purchase of goods and COG+- Difference Inventory - Difference A/P
services paid by cash
Line 9: COG = Cost of Goods Sold
Type: Outflow
Line 10: Difference Inventory = Current Year Balance(B/S) -
Previous Year(B/S)

If difference is + amount (means increase in Inventory) then

amount is added to the COG.
If difference is - amount (means decrease in Inventory) then
amount is subtracted from the COG.

Current Year Prev. Year Result (Curr-Prev) Effect

100 80 +20 Outflow.
Added to
COG
70 100 -30 Inflow.
Subtracted
from COG

Line 11: A/P = Previous Year (B/S) - Current Year (B/S)

If difference is + amount (means decrease in A/P) then amount is

added to the COG.
If difference is - amount (means increase in A/P) then amount is
subtracted from the COG.
Prev. Year Current Year Result (Curr-Prev) Effect
100 80 +20 Outflow.
Added to
COG
70 100 -30 Inflow.
Subtracted
from COG
Cash Payments for Total Operating Expenses +- Accrued Liabilities difference
Operating Expenses
Line 12: Total Operating Expense=Expense type accounts
Type: Outflow excluding Bad Debt Expenses and Depreciation

Line 13: Accrued Liabilities = Previous Year - Current Year

Prev. Year Current Year Result (Curr-Prev) Effect

100 80 +20 Outflow.
Added to
Operating
Expenses
70 100 -30 Inflow.
Subtracted
from
Operating
Expenses

32 | Infor SyteLine - Microsoft Office Integration User Guide

 Line Item Description
Paid to and for employees Line 14: Employee Expenses

Type : Outflow
Cash Paid for Interest Line 15: Interest Expense
Cash Paid for Taxes Tax Expense +- Difference Accrued Taxes Payable

Type : Outflow Line 16: Tax Expense: YTD Tax Expense total (P/L)

Line 17: Accrued Taxes Payable = Previous Year - Current Year

Prev. Year Current Year Result (Curr-Prev) Effect

100 80 +20 Inflow.
Added to Tax
Expense
70 100 -30 Outflow.
Subtracted
from Tax
Expense
Other Payment Line 18: +/- Other Expense
Type : Outflow

The Add-In finds the previous fiscal-year by using the current fiscal year definitions. The end-period of
the previous fiscal-year is retrieved from the period table.
Financing and Investing sections have total inflow and outflow which is added to the total Inflow and
Outflow at the end.
Statement of Changes in Owner's Equity Report (SOCE) - The SOCE statement shows the
increase and decrease in the owner's equity.
Description Retrieved using the SLGRPDESC function
Line No A sequence number
Share Capital Record the opening balance and subsequence changes in
the share capital
Capital Reserve Record the opening balance and subsequence changes in
the capital reserve
Surplus Reserve Record the opening balance and subsequence changes in
the surplus reserve
Reserve
Undistributed Profit Record the opening balance and subsequence changes in
the undistributed profit
Treasury Shares Record the opening balance and subsequence changes in
the treasury shares
Total owners' equity Calculate the total

Infor SyteLine - Microsoft Office Integration User Guide | 33

This table shows line items:
Line No. Description Details
1 Balance at the end of The balance from the previous year is
last year calculated using the function SLGLGRPBAL.
The end-period of previous fiscal year is
used.
2 Changes in accounting The balance is added to the undistributed
policies profit
3 Prior period errors The balance is added to the undistributed
profit
4 Profit for the year The balance is added to the undistributed
profit
5 Other The balance is added to the undistributed
profit
6 Owner Capital The balance is added to the share capital
investment
7 Repurchase of treasury The balance is added to the treasury shares
shares
8 Allocated to the owners The balance is added to the share capital
(shareholders)
9 Transfer to surplus The balance is added to the surplus reserve
reserve
10 Capitalizing of capital The balance is added to the capital reserve
reserves
11 Capitalizing of surplus The balance is added to the surplus reserve
reserves
12 Surplus reserves make The balance is added to the surplus reserve
up losses

Reporting Group
A Reporting Group is collection of COA Codes and related Unit Codes that precisely define a subset
of real data. This high-level data model can be used along with other parameters such as Period,
Fiscal Year, etc. to retrieve summary balance amount for generating various financial statements,
KPIs etc.
The Reporting Group definition is stored in a file and placed in a folder where the Add-In assembly is
located. The local user may require read and write permission on this folder. The definition file is a
simple XML file named "[Link]". If you want to share your XML file with other
people in the same company, simply copy the XML file and place it in the same folder where the Add-
in is installed. You can find the Assembly location from the SyteLine Add-In Information window which
can be opened from the Add-Ins Ribbon.

34 | Infor SyteLine - Microsoft Office Integration User Guide

The following is an example of Report Group "COG" and the Excel function SLGRPBAL that retrieve
the sum of the balance amount of accounts code that is grouped under "COG".

To define a reporting group

1 Select Tools > Reporting Group > New Reporting Group. The Reporting Group form is
displayed.

2 Provide the following information:

 Group Name - Enter a unique group name. The maximum character allowed is 100.
 Description - Enter a Description for the group. The maximum character allowed is 240. This
description can be retrieved by using the Excel function =SLGRPDESC() by passing the
Group Name as an argument.
3 Click Save.

Infor SyteLine - Microsoft Office Integration User Guide | 35

 The example below shows the Excel function used to retrieve the Group Description.

To add to a reporting group

There are three different methods you can use to assign COA codes to a Reporting Group.
 Method 1 - Select a cell or multiple cells that have Excel functions SLDESC, SLGL, SLGLBAL,
and SLGLTRAN, then right click to access Add to Reporting Group menu.
Method 1 Example
1 Generate a Trial Balance Template including zero balance account.
2 Select one or more cells that contain the related accounts.
3 Right Click and select Add To Reporting Group.

4 From the Add To Reporting Group window, select an appropriate Group name. Click New
Group Name to add a new group.
5 Click Apply to keep the changes.
OR
 Method 2 (Modifying) - Modify the existing definition using this method.
Method 2 Example
1 Select a cell that has an Excel Function SLGRPDESC, SLGRPGL, and SLGPGLBAL.
2 Right click and choose Modify Reporting Group. The Add To Reporting Group window opens.

36 | Infor SyteLine - Microsoft Office Integration User Guide

3 Make any changes you wish and click Apply to keep the changes.
OR
 Method 3 - Use the Add to Reporting Group form from the Tools Menu.
Method 3 Example
1 Select Tools > Reporting Group > Add to Reporting Group.

2 Select a Group Name.

3 Click New to add a new code. The code and Unit 1 to Unit 4 components are enabled so you can
enter new values.
4 Select a code from the dropdown or enter a code directly into the column below. The add-in does
not validate the code entered manually. Invalid codes are ignored when retrieving the data.
How to use the Reporting Group:
=SLGRPDESC("COG") retrieves the description "Cost of Goods Sold" and
=SLGRPGLBAL("COG") retrieves the total amount of all the COA codes defined under this group.
See SLGRPDESC and SLGRPGLBAL functions for more details.
5 Click Save to keep the changes.

Infor SyteLine - Microsoft Office Integration User Guide | 37

Images for Report Templates
The header part of the reports is formatted with an image. By default, the image looks like this (Trial
Balance used as an example):

You can use your own images to format each report. There are four images that are part of the
standard reporting pack and two that are part of the Chinese reporting pack. To format the report with
custom images:
1 Create images in PNG format and place them in a folder.
The images (for the standard reporting pack) must be named exactly as follows:
 Balance Sheet By Account [Link]
 Balance Sheet By [Link]
 Trial [Link]
 Profit and Loss [Link]
The images (for the Chinese reporting pack) must be named exactly as follows:
 Income Statement [Link]
 Balance Sheet [Link]
2 From the General Tab of the SyteLine GL Setup dialog, enter or select the name of the folder
where the images are stored.

Caching (optional)
Caching is an option to optimize the performance of Excel calculation of the SyteLine GL data. It's a
memory-based output caching where the data result returned from the server is stored in the memory
for reuse when an Excel GL function requests the same data again.
The cache can be cleared and refreshed anytime, and it clears automatically when you shut down the
Excel Application.

Enable Cache
When caching is enabled, the Excel GL functions look for data in the cache prior to searching the
database. Data is retrieved from the database only when no data is found in the cache. The data is
then added to the cache for future use.
You can enable the caching feature in two ways:
 By selecting Enable Caching on the General tab of the SyteLine GL Setup window as shown in
step 8 on page 19 (this way enables caching every time you work with GL functions) or

38 | Infor SyteLine - Microsoft Office Integration User Guide

 By selecting Populate Cache from the Tools menu. This option generates cache much faster
than individual function caching. It consolidates a number of GL functions as a batch and
retrieves the data from the database. This reduces the number of round-trips to the database,
improving performance.

Clear Cache
To clear the cache, select Clear Cache from the Tools menu.

Drilldown
Functions SLGL, SLNGL, SLGLBAL, SLNGLBAL, SLGLTRAN and SLNGLTRAN have the drilldown
feature enabled. This feature enables you to navigate into informative accounting journals. You can
right-click on an Excel cell that contains one of the above formulas and choose how to drilldown. You
can also use the Drilldown menu on the toolbar.
You can drilldown in two different ways.
 choose to display transaction details on a new work sheet OR
 open the SyteLine G/L Posted Transaction form in a new window that displays the transaction
details. The details are filtered based on the argument values extracted from the Excel formula.
1 Drilldown using either the right-click method or the toolbar.
 If you use the Drilldown button on the toolbar, click in the cell you want to drilldown and click
Drilldown.

Infor SyteLine - Microsoft Office Integration User Guide | 39

  If you want to right-click on the cell, right-click and choose Drilldown: What makes up this
number?

 In either case, you are given two options: Show me in a new Worksheet or Show me in a
SyteLine form. See the example below about how the two options are rendered:

40 | Infor SyteLine - Microsoft Office Integration User Guide

New Worksheet Details
When you choose Show me in a new Worksheet, a new Worksheet is added to the existing
Workbook each time you choose this option.
The following columns headers are included:
 Sequence
 Account Code
 Unit Code 1- 4
 Date
 Amount (Domestic)
 Reference
 Cust/Vendor
 Invoice/Voucher
 Invoice/Vch Seq
 Check#
 Check Date
 Bank Code

SyteLine Form Details

When you choose Show me in a SyteLine form, a new Excel Window is opened to host a SyteLine
form each time the drilldown option is selected. The G/L Posted Transactions form is used when the
"Actual" argument is used. The Chart of Accounts Budget and Plan form is used when the "Budget"
or"Plan" argument is used.

Drilldown to Purchase Order Receipt and Invoice from Ledger

Further drilldown is allowed from the Journal entries to the source transactions such as Purchase
Order Receipt and Sales Invoice.
The Invoice/Voucher number is bold and underlined if further drilldown is allowed. You are presented
with a Purchase Receipt or Invoice (depending upon the type of transactions) context menu, when
you right-click on this cell.

Infor SyteLine - Microsoft Office Integration User Guide | 41

The following graphic shows the drilldown journals that can be further drill downed (Purchase Receipt
in this case).

For Purchase Receipt, the following column headers are included:

 PO#
 PO Line
 PO Release
 Item
 Item Description
 Received Date
 Qty Vouchered
 Item Cost
 Extended Cost
 Voucher
For Sales Invoice, the following column headers are included:
 Invoice#
 Site
 Invoice Date
 Customer
 CO#
 Cust PO
 Item
 Co Line
 Co Rel
 Qty Invoiced
 Price
 Extended Price

42 | Infor SyteLine - Microsoft Office Integration User Guide

Drilldown Transaction Selection Criteria (Examples)
The criteria for selecting journal transactions from the ledger is determined based on the GL functions
and its [Link] following graphic is of the Chart of Accounts and Budget Plan form.
Information from this graphic is used in the examples that follow.

Consider this graphic with regard to the SLGL drilldown process:

The selection criteria is as follows:

Cell Description
C6 Ledger transactions from the Start Date to the End Date of the given period
as defined in the Accounting Periods ( 01/01/2011 and 01/31/2011)
E6 Ledger transactions between 03/01/2011 and 03/31/2011

Infor SyteLine - Microsoft Office Integration User Guide | 43

 Cell Description
E7 Chart of Accounts Budget and Plan form filtered by fiscal-year 2011

Consider this graphic with regard to the SLGLBAL drilldown process:

The selection criteria is as follows:

Cell Description
C6 Ledger transactions from the beginning of the fiscal-year (01/01/2011) until
03/31/2011. System does not bring transactions prior to the specified fiscal-
year, although the balance amount may consist of transactions from the
previous year
C7 Chart of Accounts Budget and Plan form filtered by fiscal-year 2011

Consider the following with regard to the SLGLTRAN drilldown process:

Ledger transactions between the start date and end date are included in the drilldown details.

Functions
The following are the User Defined Functions added to Excel when you installed the tool. These are
NOT SyteLine functions or components; they are Excel functions. In the example formulas used, you
can substitute a cell reference for another item when appropriate. For example, one of the examples
below is SLGL(10200, "AUG", 2009, "600"). If "AUG" or "August" is in cell C9, your formula could be
SLGL(10200, C9, 2009, "600") instead.

SLDESC
SLDESC returns the description associated with an account code or unit code.
Use it in this way (proper syntax): SLDESC(Account/unit code, [Unit Segment], [site]).
 Account is the Chart of Account code or unit code.
0 returns the description for an Account Code. 0 is the default and can be omitted.

44 | Infor SyteLine - Microsoft Office Integration User Guide

 1 returns the description of Unit Code 1
2 returns the description of Unit Code 2
3 returns the description of Unit Code 3
4 returns the description of Unit Code 4
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".
Examples:
SLDESC(102000) returns the description associated with the account.
SLDESC(600,1) returns the description associated with the unit code 1 (600).
SLDESC("101000") returns the description associated with the Chart of Account 101000
from Site OH when OH is the default site.
SLDESC("101000",,"MI") returns the description associated with the Chart of Account
101000 from Site MI.

SLGL
SLGL returns the period balance amount for the given account code, period, and fiscal year.
Use it in this way (proper syntax): SLGL(Account [: Account], [Period], [Fiscal Year], [Unit Code
1[,...4]], [Type], [site]).
All parameters except the Account are optional. The system uses the default value when other
parameters are not supplied. To use the default value, the parameter value has to be returned as a
blank value supported by Excel using a pair of empty double quotes ("").
 Account is a valid account code defined in the Chart of Accounts. A range of accounts can be
grouped by specifying a starting account and ending account separated by a colon (:).
Example:
"100100:100500"
Cell references can be used when a range is specified with the proper syntax.
Example:
SLGL(A1&":"&B2, [Period], [Fiscal Year], [Unit Code 1[,...4]], [Type], [site]).
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine.
The parameter value can be 1 to 13.

Infor SyteLine - Microsoft Office Integration User Guide | 45

 January (or Jan) to December (or Dec) also can be used to specify the accounting period. If used,
Jan or January reads as period 1, and Dec or December reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format.
Example:
1999 or 2009.
 Unit Code is a valid unit code/sub-account defined in the Unit code table. A maximum of four unit
codes (Unit Code 1, Unit Code 2, Unit Code 3 and Unit Code 4) can be used as a single
parameter separated by commas. If you don’t want to use a certain unit code in the formula, then
use a comma.
Example:
Use "600" for Unit Code 1
Use "600,,,ABC" for Unit Code 1 and Unit Code 4
Use ",XYX,30,ABC" for Unit Code 2, Unit Code 3, and Unit Code 4
You can also use wild cards in formulas for unit codes.
Example:
Use "100, *, *, *" to return the total of Unit Code 1 (100) and everything for Unit Codes 2, 3,
and 4.
Use "100, 001, *, *" to return the total of Unit Code 1 (100), Unit Code 2 (001) and everything
for Unit Codes 3 and 4.
Use "*,*,*,A*" to return the total of all Unit Codes 1, 2, 3, and then any Unit Code 4 that begins
with "A".
You can specify a range of codes in your formula.
Example:
Use "100:200, *, *,*" to return the total of the range of Unit Code 1 from 100 to 200 and
everything for Unit Codes 2, 3, and 4.
 Type is an optional parameter. Possible values are Actual, Budget, and Plan.
Actual or A returns the actual account balance for the given period
Budget or B returns the budget amount for the given period
Plan or P returns the planning amount for the given period
The default is 'Actual'.
Example:
SLGL(10200, "AUG", 2009, "600"). The Type parameter is returned as blank, and the
system takes the default value as Actual.
Use of empty quotations ("") can be omitted, if there is no subsequent parameter returned with a
value.
Example:
SLGL(10200, "AUG", 2009). The last three parameters Unit Code, Type, and Site are
omitted as there is no parameter supplied after them.

46 | Infor SyteLine - Microsoft Office Integration User Guide

 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".
Examples:
SLGL(“102000”) returns the current period total.
SLGL(“102000”, 9, 2009) returns the period total for period 9 and year 2009.
SLGL(“102000”, 9, 2009, "1020") returns the balance of account code 102000 and unit code
1 (1020) for period 9 and year 2009.
SLGL(“102000”, 9, 2009, "1020,,ABC") returns the balance of account code 102000, unit
code 1 (1020) and unit code 3 (ABC) for period 9 and year 2009.
SLGL(“102000”, 13, 2009, "", "B") returns the budget amount for the period of 13 and fiscal
year 2009.
SLGL(“102200:102500”, 8, 2009,, "Actual") returns total balances of accounts between
102200 and 102500 for the period of 8 and fiscal year 2009.
SLGL("101000") returns the amount associated with the Chart of Account 101000 from Site
OH when OH is the default site.
SLGL("101000", 12,2008,,,"G=ALL") returns the total amount from multiple site(s) which is
defined under Site Group Id 'ALL' for the account code 101000 for period 12, fiscal year 2008.
Examples:
102200 - Cash Account
102300 - Petty Cash
102400 - Cash at Branch x
102500 - Petty Cash Branch Y
The total of all above can be grouped into one 'cash balance' total using the range option.
Example:
= SLGL("102200:102500",3,2003)
The reporting group features can be used for more complex range or groups. See “Reporting
Group” on page 34 for more details.

SLGLBAL
SLGLBAL returns the balance amount as on a period and fiscal year for the given account and unit
code.

Infor SyteLine - Microsoft Office Integration User Guide | 47

Use it in this way (proper syntax): SLGLBAL(Account [: Account], [Period], [Fiscal Year], [Unit
Code 1[,...4]], [Type], [site]).
 Account is a valid account code defined in the Chart of Accounts. A range of accounts can be
grouped by specifying a starting account and an ending account separated by a colon (:).
Example:
"100100:100500"
Cell references can be used when a range is specified with the proper syntax.
Example:
SLGLBAL(A1&":"&B2, [Period], [Fiscal Year], [Unit Code 1[,...4]])
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine
The parameter value can be 1 to 13.
January or Jan to December or Dec also can be used to specify the accounting period. If used,
January or Jan reads as period 1, and December or Dec reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format; example - 1999 or 2009.
 Unit Code is a valid unit code/sub-account defined in the Unit code table. A maximum of four unit
codes (Unit Code 1, Unit Code 2, Unit Code 3 and Unit Code 4) can be used as a single
parameter separated by commas. If you don’t want to use a certain unit code in the formula, then
use a comma.
Example:
Use "600" for Unit Code 1
Use "600,,,ABC" for Unit Code 1 and Unit Code 4
Use ",XYX,30,ABC" for Unit Code 2, Unit Code 3, and Unit Code 4
You can also use wild cards in formulas for unit codes.
Example:
Use "100, *, *, *" to return the total of Unit Code 1 (100) and everything for Unit Codes 2, 3,
and 4.
Use "100, 001, *, *" to return the total of Unit Code 1 (100), Unit Code 2 (001) and everything
for Unit Codes 3 and 4.
Use "*,*,*,A*" to return the total of all Unit Codes 1, 2, 3, and then any Unit Code 4 that begins
with "A".
You can specify a range of codes in your formula.
Example:
Use "100:200, *, *,*" to return the total of the range of Unit Code 1 from 100 to 200 and
everything for Unit Codes 2, 3, and 4.
SLGLBAL("101000:102000", 12,2008, "100,*,*,*", "A","MI") returns the amount for the
account code 101000 through 102000, for the 12th period of 2008, unit code 1 that is equal to
100, everything for unit codes 2-4, and a balance type of actual from the MI site.
 Type is an optional parameter. Possible values are Actual, Budget, and Plan.

48 | Infor SyteLine - Microsoft Office Integration User Guide

 Actual or A returns the actual account balance for all periods up to the given period and fiscal
year
Budget or B returns the budget amount for all periods up to the given period and fiscal year
Plan or P returns the planning amount for all periods up to the given period and fiscal year
The default is 'Actual'.
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".
Examples:
SLGLBAL(“102000”) returns the current balance as of current period.
SLGLBAL(“102000”, 9, 2009) returns the current balance as of period 9, 2009.
SLGLBAL("101000") returns the amount associated with the Chart of Account 101000 from
Site OH when OH is the default site.
SLGLBAL("101000", 12,2008,,,"MI") returns the amount for the account code 101000 for
period 12, fiscal year 2008, and site MI.
SLGLBAL("101000", 12,2008,,,"GROUP=ALL") returns the sum amount for the account
code 101000 for period 12, fiscal year 2008, and from all site(s) defined under Site Group ID
ALL.
SLGLBAL("101000", 12,2008,,,"G=ALL") returns the sum amount for the account code
101000 for period 12, fiscal year 2008, and from all site(s) defined under Site Group ID ALL.

SLNGL
SLNGL returns the balance amount for the given account code and fiscal period with sign reversed.
The syntax is the same as SLGL.
Example:
-1000 is returned as 1000 and vice versa

SLGLTRAN
SLGLTRAN returns the account balance for any given period other than a fiscal period.
Note: Use of SLGLTRAN should be used sparingly as it is an overloaded function. Use SLGLTRAN
only when you need the balance amount other than for a fiscal period. If you want a fiscal-period
balance, use SLGL or SLNGL instead.

SLGLTRAN is useful for preparing statements with a relatively short term date range like a weekly
cash flow or income statement for a week etc.
Use it in this way (proper syntax): SLGLTRAN (Account, [Start Date], [End Date], [Unit Code
1[,...4]], [DebitOrCredit], [site]).
 Account is a valid account code defined in the Chart of Accounts.

Infor SyteLine - Microsoft Office Integration User Guide | 49

 Start Date is the beginning date of transaction and should be used in the format yyyy-mm-dd;
example: 2009-09-17. Date should be used as a string in two quotations.
Example:
SLGLTRAN(“10200”," 2009-09-01" ," 2009-09-15")
 End Date is the end date of transaction and should pass in the format yyyy-mm-dd; example:
2009-09-17. Date should be used as a string in two quotations.
Example:
SLGLTRAN(“10200”," 2009-09-01" ," 2009-09-15")
 Unit Code is a valid unit code/sub-account defined in the Unit code table. A maximum of four unit
codes (Unit Code 1, Unit Code 2, Unit Code 3 and Unit Code 4) can be used as a single
parameter separated by commas. If you don’t want to use a certain unit code in the formula, then
use a comma.
Example:
Use "600" for Unit Code 1
Use "600,,,ABC" for Unit Code 1 and Unit Code 4
Use ",XYX,30,ABC" for Unit Code 2, Unit Code 3, and Unit Code 4
You can also use wild cards in formulas for unit codes.
Example:
Use "100, *, *, *" to return the total of Unit Code 1 (100) and everything for Unit Codes 2, 3,
and 4.
Use "100, 001, *, *" to return the total of Unit Code 1 (100), Unit Code 2 (001) and everything
for Unit Codes 3 and 4.
Use "*,*,*,A*" to return the total of all Unit Codes 1, 2, 3, and then any Unit Code 4 that begins
with "A".
You can specify a range of codes in your formula.
Example:
Use "100:200, *, *,*" to return the total of the range of Unit Code 1 from 100 to 200 and
everything for Unit Codes 2, 3, and 4.
 DebitOrCredit is the type of the balance. The possible values are Debit or Dr, Credit or Cr, or
blank.
Debit or Dr sums only debit balance.
Credit or Cr sums only credit balance.
Blank (the default) returns the net balance amount.
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".
Examples:
SLGLTRAN(“102000”, "2009-08-15", "2009-09-15") returns the balance between the given
account and date range.

50 | Infor SyteLine - Microsoft Office Integration User Guide

 SLGLTRAN(“102000”, "2009-08-15", "2009-09-15",, "Debit") returns the debit total for the
given account and date range.
SLGLTRAN("101000", "12-01-2009", "12-05-2009") returns the amount for the account code
101000 for the period between 12-01-2009 and 12-05-2009.
SLGLTRAN("101000", ", "12-01-2009", "12-05-2009",,,"MI") returns the amount for the
account code 101000 for the period between 12-01-2009 and 12-05-2009 and site MI.
Note: Account codes can be used without double quotes as long as the code is only numeric.
This doesn’t work if the account code is alpha numeric. For example, SLGLTRAN(10-2000)
returns an error. It should be specified as SLGLTRAN(“10-2000”).

SLNGLBAL
SLNGLBAL returns the balance amount for the given account code and fiscal period with sign
reversed. The syntax is the same as SLGLBAL.
Example:
-1000 is returned as 1000 and vice versa

SLNGLTRAN
SLNGLTRAN returns the balance amount for the given account code and fiscal period with sign
reversed. The syntax is the same as SLGLTRAN.
Example:
-1000 is returned as 1000 and vice versa

SLPARMS
SLPARMS returns company-specific information such as company name, site, etc.
Use it in this way (proper syntax): SLPARMS("Company") or SLPARMS("Site") or
SLPARMS("Period") or SLPARMS("Fiscal_year"). You can add an optional parameter of site at the
end.
 Company - Returns the company name.
 Site - This site returns the default site.
 Period - Returns the current period.
 Fiscal_year - Returns the current fiscal year.
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".
Examples:
SLPARMS(“COMPANY”, “OH”) returns the company name of site OH

Infor SyteLine - Microsoft Office Integration User Guide | 51

 SLPARMS(“FISCAL_YEAR”, “OH”) returns the current fiscal year site OH
SLPARMS(“PERIOD”) returns the current period of the current site

SLPL
SLPL returns the difference amount of revenue and expenditure for a period and fiscal year.
Note: SLPL is used in the Balance Sheet Report templates to calculate the estimated Profit or Loss.
Use it in this way (proper syntax): SLPL([period], [fiscal_year], [site]).
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine
The parameter value can be 1 to 13.
January or Jan to December or Dec also can be used to specify the accounting period. If used,
January or Jan reads as period 1, and December or Dec reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format; example - 1999 or 2009.
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes.
 IncludeClosingBal is an optional parameter that can take values of Y or N. The default value of
N means the summary amount from year-end closing entries are not be considered while
calculating the balance of an account. The value Y indicates that the closing entries are included.
For example, when IncludeClosingBal = Y, if the Sales Revenue account has a balance of $1000
at year-end, when the year-end closing entries are passed, the balance of this account becomes
$0. When IncludeClosingBal = N, the value returned by the function is $1000.

SLPLMTD
SLPLMTD returns the difference amount of revenue and expenditure for a single period.
Note: SLPLMTD is used in the Balance Sheet Report templates to calculate the estimated Profit or
Loss.
Use it in this way (proper syntax): SLPLMTD([period], [fiscal_year], [site]).
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine
The parameter value can be 1 to 13.
January or Jan to December or Dec also can be used to specify the accounting period. If used,
January or Jan reads as period 1, and December or Dec reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format; example - 1999 or 2009.

52 | Infor SyteLine - Microsoft Office Integration User Guide

 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes.
 IncludeClosingBal is an optional parameter that can take values of Y or N. The default value of
N means the summary amount from year-end closing entries are not be considered while
calculating the balance of an account. The value Y indicates that the closing entries are included.
For example, when IncludeClosingBal = Y, if the Sales Revenue account has a balance of $1000
at year-end, when the year-end closing entries are passed, the balance of this account becomes
$0. When IncludeClosingBal = N, the value returned by the function is $1000.

SLGRPDESC
SLGRPDESC returns the Description associated with a Reporting Group Code.
Use it in this way (proper syntax): SLGRPDESC (Group Name).
 Group Name is a valid group code defined in the Reporting Group.
Example:
=SLGRPDESC("COG")

SLGRPGL
SLGRPGL retrieves period balance for a given Account Code, Period and Fiscal-year.
Use it in this way (proper syntax): SLGRPGL (Group Name, [period], [fiscal year], [Type], [Site]).
 Group Name is a valid group code defined in the Reporting Group.
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine.
The parameter value can be 1 to 13.
January (or Jan) to December (or Dec) also can be used to specify the accounting period. If used,
Jan or January reads as period 1, and Dec or December reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format; example - 1999 or 2009.
 Type is an optional parameter. Possible values are Actual, Budget, and Plan.
Actual or A returns the actual account balance for all periods up to the given period and fiscal
year
Budget or B returns the budget amount for all periods up to the given period and fiscal year
Plan or P returns the planning amount for all periods up to the given period and fiscal year
The account COA code and unit code values are picked up from the Group definition. The COA
codes and unit codes defined under a group definition is not site specific. These codes are used to
retrieve the data from the site specified in the SLGRPGLBAL and SLGRPGL functions. If the code
doesn't exist in any site, it simply returns nothing; no error message is displayed.

Infor SyteLine - Microsoft Office Integration User Guide | 53

SLGRPGLBAL
SLGRPGLBAL retrieves balance for a given Account Code, Period and Fiscal-year.
Use it in this way (proper syntax): SLGRPGLBAL (Group Name, [period], [fiscal year], [Type], [Site]).
 Group Name is a valid group code defined in the Reporting Group.
 Period is an optional parameter. If not supplied, the value from the Period column of the toolbar is
used. If the Period column in the toolbar is empty, it picks the current period from SyteLine.
The parameter value can be 1 to 13.
January (or Jan) to December (or Dec) also can be used to specify the accounting period. If used,
Jan or January reads as period 1, and Dec or December reads as period 12. This is useful for
users who uses 12 month periods starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, the value from the Year column of the
toolbar is used. If the Year column in the toolbar is empty, it picks the current fiscal year from
SyteLine. Year should be specified in century format; example - 1999 or 2009.
The account COA code and unit code values are picked up from the Group definition. The COA
codes and unit codes defined under a group definition is not site specific. These codes are used to
retrieve the data from the site specified in the SLGRPGLBAL and SLGRPGL functions. If the code
doesn't exist in any site, it simply returns nothing; no error message is displayed.

SLGRPGLYTDBAL
This function is the same as SLGRPGLBAL except the balances are only from the current fiscal-year
and do not include any previous year balance.

SLNGRPGLYTDBAL
This function is same as SLGRPGLYTDBAL except the result is reversed to the opposite sign. For
example: minus to plus or plus to minus.

SLNGRPGL
SLNGRPGL is the same as SLNGRPGL. The value is returned with reverse sign.
Use it in this way (proper syntax): SLNGRPGL(Group Name, [period], [fiscal year], [Type], [Site]).

SLNGRPGLBAL
SLNGRPGLBAL is the same as SLGRPGLBAL. The value is returned with reverse sign.
Use it in this way (proper syntax): SLNGRPGLBAL(Group Name, [period], [fiscal year], [Type], [Site]).

54 | Infor SyteLine - Microsoft Office Integration User Guide

SLGLYTDBAL
SLGLYTDBAL returns the balance amount computed from the beginning of the given fiscal year until
the given period of the same fiscal year for the given account and unit code.
Use it in this way (proper syntax): SLGLYTDBAL (Account [: Account], [period], [Fiscal year], [U1 [:U1]
[,...4]], Type, Site)
 Account is a valid account code defined in the Chart of Accounts. A range of accounts can be
grouped by specifying a starting account and ending account separated by a “:” (colon). Cell
references can be used when a range is specified with the proper syntax.
Example:
SLGLYTDBAL(A1&":"&B2, ...)
 Period is an optional parameter. If not supplied, it will default the value from the Period column of
Tool Bar. If Period column in the Tool Bar is empty then it picks the current period from SyteLine.
The parameter value can be, 1 to 13.
January (or Jan) to December (or Dec) also can be used to specify the accounting period. If used,
Jan or January will read as period 1 and Dec or December will read as period 12. This is useful
for users who uses 12 months period starting from January to December.
 Fiscal Year is an optional parameter. If not supplied, it will default the value from the Year column
of Tool Bar. If the Year column in the Tool Bar is empty, it picks the current Fiscal Year from
SyteLine. Year should be specified in century format. example - 1999 or 2009
 Unit Code is a valid unit code/sub-account defined in the Unit code table. A maximum of four unit
codes (Unit Code 1, Unit Code 2, Unit Code 3 and Unit Code 4) can be used as a single
parameter separated by commas. If you don’t want to use a certain unit code in the formula, then
use a comma.
Example:
Use "600" for Unit Code 1
Use "600,,,ABC" for Unit Code 1 and Unit Code 4
Use ",XYX,30,ABC" for Unit Code 2, Unit Code 3, and Unit Code 4
You can also use wild cards in formulas for unit codes.
Example:
Use "100, *, *, *" to return the total of Unit Code 1 (100) and everything for Unit Codes 2, 3,
and 4.
Use "100, 001, *, *" to return the total of Unit Code 1 (100), Unit Code 2 (001) and everything
for Unit Codes 3 and 4.
Use "*,*,*,A*" to return the total of all Unit Codes 1, 2, 3, and then any Unit Code 4 that begins
with "A".
You can specify a range of codes in your formula.
Example:
Use "100:200, *, *,*" to return the total of the range of Unit Code 1 from 100 to 200 and
everything for Unit Codes 2, 3, and 4.
 Type is an optional parameter. Possible values are Actual, Budget, and Plan.
Actual or A returns the actual account balance for all periods up to the given period and fiscal
year

Infor SyteLine - Microsoft Office Integration User Guide | 55

 Budget or B returns the budget amount for all periods up to the given period and fiscal year
Plan or P returns the planning amount for all periods up to the given period and fiscal year
 Site is a valid site name. Site is an optional parameter. If you do not provide this parameter, the
default site is used. This parameter can take two types of values, Site and Site Group. The site
value is specified by entering the site id in double quotes. The Site Group ID is specified with a
prefix "G=Site Group" or "GROUP=Site Group".

Associating a Site with a Worksheet

You can associate a site with a worksheet. If you have multiple sites, you might create one Excel
workbook with multiple worksheets; each worksheet associated with a different site. The site chosen
then becomes the default site for that worksheet. When a site is associated with a worksheet, you
don’t have to use the site parameter in the formulas you write. In most cases, we recommend that you
include the site name in all formulas, to provide clarity about from which site the data comes. The
exception to this is for dynamic worksheets that you run against different sites.
To associate different worksheets with different sites:
1 Select a site name from the drop-down list in the toolbar.
2 Right-click on the worksheet tab and select Associate Site(sitename).
The worksheet stays associated with that site even when you select a different default site name
in the toolbar. If you do not associate a site with a worksheet, the ‘home site’ is the default. The
’home site’ is defined as part of the setup when you specify a connection to a SyteLine database
server and application (site) database.
A workbook can display data from more than one SyteLine site, as long as the following criteria are
met:
 The site must be on the same database server as the home site.
 The site must be listed on the Sites/Entities form at the home site, and the Application Database
field on that form must be filled in for the site.
Any sites that meet this criteria display in the drop-down list on the toolbar.

56 | Infor SyteLine - Microsoft Office Integration User Guide

Building a Dynamic Excel Report
You can insert SyteLine parameters (Site, Period, and Year) into specific cells. These cells then have
a drop-down which shows the available sites, periods, and fiscal years.

1 Right-click in a cell.
2 Select Insert SyteLine Parameters and then either Site, Period, or Fiscal Year. You can also
select unit codes 1-4. The cell now has a drop-down containing all possible options for site or
period or fiscal year.

Infor SyteLine - Microsoft Office Integration User Guide | 57

58 | Infor SyteLine - Microsoft Office Integration User Guide
Chapter 2: Microsoft Outlook Add-in for
SyteLine 2

This section describes how to use the SyteLine Outlook add-in. It also includes the steps to install and
set up the add-in.

Overview
For many people, especially those in Sales or Marketing positions, Microsoft Outlook is an essential
tool for communication and organization. You use Outlook tools to manage your e-mail, your
calendar, your list of tasks, and your contacts.

Calendars, Tasks, and Contacts

SyteLine includes a User Calendar, Task Lists and Contacts that can be tightly integrated with their
Outlook counterparts, so you can work with the same information seamlessly in both Outlook and
SyteLine. With the click of a button, you can selectively duplicate contacts, appointments, and tasks
from either Outlook or SyteLine into the other application. Your Outlook Contacts tab also shows a
subset of the Sales Contacts form from SyteLine so you can easily view information about the current
contact that is stored in SyteLine.

E-mails
When you view e-mails in Outlook to or from certain customers, vendors, prospects, and sales
contacts, the SyteLine details display along with the e-mail, for easy reference when you reply to or
call that customer, vendor, prospect, or sales contact. The details of SyteLine interactions are also
available with the Outlook e-mail, so you can see all interactions and refer to ongoing discussions.
You can also add selected incoming or outgoing Outlook e-mails to the SyteLine Customer
Interactions, Vendor Interactions, Prospect Interactions and Sales Contact Interactions forms by
clicking a button in Outlook.

Infor SyteLine - Microsoft Office Integration User Guide | 59

SmartLink
You can enable SmartLink in the Outlook add-in. SmartLink scans your incoming Outlook e-mails for
certain search items - key words that are defined in the Search Items form in SyteLine - based on
whether the e-mail is coming from a customer, vendor, prospect, employee, or contact defined in
SyteLine, or from another SyteLine user.
From the Outlook add-in options dialog box, you can click a link to open the Search Preference List
form in SyteLine. Use that form to define which search items the add-in should look for in e-mails
coming from certain groups of senders. For example, you can specify that the add-in should look in
the SyteLine database for PONum data that matches any text in e-mails sent from people who match
a contact e-mail address included in the Vendors search group.
If you set up the example above, SmartLink searches for data matching PO numbers in Outlook e-
mails from contacts who are defined in SyteLine as vendors. If you receive an e-mail from a vendor
that contains the text 1089679, and if SmartLink finds a matching PO number 1089679 in the
SyteLine database, then when you open the e-mail, SmartLink causes the text 1089679 in the e-mail
to display as a hyperlink. When you click the link, the Purchase Orders form is displayed in a separate
browser window, filtered to show additional details about PO 1089679.

SyteLine Explorer in Outlook

Use the SyteLine Explorer module in Outlook to open SyteLine forms directly in the Outlook reading
pane. (Or you can set up the add-in so that forms open in a separate browser window.) You can
customize this Explorer to include only the forms that you access regularly, and you can set up filters
so that the forms show only the information that interests you.

Behind the Scenes

This is what happens in the system when you synchronize the data from either Outlook or SyteLine,
or when you open an e-mail relating to a customer you designated in Outlook as a SyteLine
customer:

The add-in communicates through the IDO Web Service on the SyteLine utility server, enabling
Outlook to make calls over the Internet to load (that is, read from) or update (write to) SyteLine IDO
collections. The data result set is returned to Outlook through an XML interface over HTTP using
SOAP protocol.

60 | Infor SyteLine - Microsoft Office Integration User Guide

Requirements
Before you can install and use the Outlook add-in, ensure that these requirements are met:
 You are using Microsoft Office Outlook 2010 or 2013.
 You are using SyteLine 9.00.00 or higher.
 The IDO Request Web Service option was installed with the SyteLine utility/web server.
 You must be logged in as an administrator on the computer where you are installing the Outlook
add-in.

Installing and Setting Up Outlook Integration with

SyteLine

Upgrading
If you are upgrading from a previous release of the Outlook add-in, use the Add or Remove Programs
utility to remove the SyteLineOutlook add-in before installing the new version.

Installing the SyteLine Outlook Add-in

To install the add-in on your computer:
1 Copy [Link] from the SyteLineOfficeIntegrations[version].zip file to a
local folder on your client computer, for example C:\Temp.
2 On your computer, double-click [Link] to run the installation.

Infor SyteLine - Microsoft Office Integration User Guide | 61

3 When asked whether to remove the installation files, read the instructions and select an option:

 The first option allows the setup to choose the folder where it will unpack the installation files.
This can cause an error if you do not have appropriate permissions on the selected folder.
 The second option is recommended, because you can specify a folder that has appropriate
permissions.
4 Some files are loaded and the installer screen is displayed.
5 Click Install.
Before the customization installation starts, it checks your system for all the required components.
If it finds missing components, it tries to download them from the Microsoft site, if an internet
connection is present. Otherwise it returns an error, asking you to perform a .Net update.
6 When the customization installation is complete, open Microsoft Outlook.
Note: If this is an upgrade or a reinstallation, a message is displayed asking you to close and
reopen Outlook. Do this to refresh the contents of the configuration file.
7 In Outlook you should see this new menu option (This example is from Outlook 2013.):

62 | Infor SyteLine - Microsoft Office Integration User Guide

Note: If you want to temporarily disable the add-in in Outlook without uninstalling it, select File >
Options > Add-Ins. Select Manage COM Add-ins and click Go. Clear the SyteLine Outlook Add-in
check box.
To enable it again, follow the same steps and select the SyteLine Outlook Add-ins check box.

Setting Up the Add-in in Outlook

To set up the add-in in Microsoft Outlook after it is installed:
1 Select File > Options > Add-Ins and click Add-Ins Options.

2 Specify these values on the SyteLine Setup tab:

 SyteLine User ID: Enter a user name that is valid for the specified SyteLine configuration. If
not supplied, the system uses the default Windows login name.
 Password: Enter the password for the specified user.

Infor SyteLine - Microsoft Office Integration User Guide | 63

  SL Config: Enter the name of the configuration you want to access through the SyteLine utility
server.
 Auto Sync Out (Contact, Task, Appointment): Select any or all of these check boxes if you
want to automatically synchronize to SyteLine any changes made in Outlook, without clicking
the Sync Out All button on the Outlook toolbar. For example, if these fields are selected and
you add a new contact, task, or appointment in Outlook, it is automatically added to the
SyteLine Sales Contacts, SyteLine Task List, or SyteLine User Calendar.
 End Point: Enter the URL address of the IDO web service on the SyteLine web/utility server
where the configuration you want to access is defined. For example: [Link]
IDORequestService/[Link]
 Web Client URL: Enter the URL address of the SyteLine web server where the web rendering
client is installed. For example: [Link]
 Display form inside the default browser: Select this option to place the SyteLine Explorer pane
in a separate instance of your default Web browser. By default, the Explorer is displayed
inside an Outlook window. For more information, see “Using the SyteLine Explorer in Outlook”
on page 95.
 Enable SmartLink: Select this option to enable the SmartLink feature in Outlook. For more
information, see “Using SmartLink with Outlook E-mails” on page 87.
 Set Search Preference: If you enabled SmartLink, click this link to open the SyteLine Search
Preferences form, where you can specify the types of text you want SmartLink to search for in
the SyteLine database. For more information, see the SyteLine help on setting up SmartLink
search preferences. If you are a system administrator who wants to create additional search
items, see the SyteLine help on setting up search items.
 Display SyteLine Sales Contacts form in Outlook Contact: Select this option if you want to
display a subset of the Sales Contacts form, filtered to display SyteLine settings for the
current Outlook contact, in the Outlook contact pane. For more information, see “Viewing
Sales Contacts in Outlook” on page 77.

64 | Infor SyteLine - Microsoft Office Integration User Guide

3 On the SyteLine Interactions tab:

Infor SyteLine - Microsoft Office Integration User Guide | 65

  Select or clear interaction types you wish to use. This table describes each interaction type:

 Selected items are the list source for the Interaction Type drop-down in the Interaction Pane.
The first selected item from the list is the default value for the drop-down. The search is
performed in the order as it appears in the list. The order can be re-arranged using the Up and
Down arrow keys.
4 Click OK.
5 A prompt indicates that the data was saved to the Outlook store. Click OK.

66 | Infor SyteLine - Microsoft Office Integration User Guide

6 On the Sync Options tab,

Infor SyteLine - Microsoft Office Integration User Guide | 67

  Select or clear the check boxes for First Name, Last Name, Company, and Email to verify if a
contact already exists in SyteLine.
During the synchronization process, the add-in establishes a link between Outlook and a
SyteLine contact using a unique id (RowPointer from SyteLine contact record). This will
facilitate future bi-directional synchronization and ensures the contacts are not duplicated on
either side; instead, it performs an update. When you perform a Sync Out process from
Outlook, the add-in first tries to match the contact in SyteLine using the id, then it updates the
record when a match found. It creates a new contact when no match exists in SyteLine.
In some cases, different users may have the same contact in their Outlook contact folder, so
when they try to Sync Out their contact, it may end up duplicating records in SyteLine. This
usually happens when users migrate to the new system for the first time. In this case, you can
implement additional contact matching criteria using the Sync Options. The available search
properties are First Name, Last Name, Company, and Email. We recommend that you select
all the properties to ensure best matching of records.
This example explains how the additional search criteria helps to not duplicate contacts in
SyteLine.
Example - User A and B have the same contacts with the same First Name, Last Name,
Company, and Email address. When user A uses Sync Out for the first time, it creates a new
contact in SyteLine and establishes a link for future updates. When user B tries to Sync Out,
the add-in will not find a match, so it performs an additional search using the First Name, Last
Name, Company, and Email address to find a match. So, it the establishes a link with the
existing contact and performs an update instead of creating a new contact.
Note: The settings are saved into the users’ local machine, so it has to be set up in every user’s
machine that will be synchronizing contacts. The additional duplicate check is performed only
when performing Sync Out process.
7 Close and reopen Outlook to refresh the changes you made.

Linking Windows User Names to SyteLine Salespersons

Microsoft Outlook can recognize you as a SyteLine salesperson and display SyteLine information
specific to you, if you meet all of these requirements in setting up your user names on SyteLine and
Microsoft Windows:
 Your Windows user name and your SyteLine user name are the same. (If they are different, the
system uses the name defined in the SyteLine tab of the Outlook options, shown above.)
 Your SyteLine user name is assigned to a salesperson on the Salespersons form in SyteLine.

Setting SyteLine User License and Authorizations

In order to use the SyteLine add-in, you must have a valid SyteLine user name. This is the user name
that is specified in the SyteLine tab of the Outlook Options dialog box. (See “Setting Up the Add-in in
Outlook” on page 63.)

68 | Infor SyteLine - Microsoft Office Integration User Guide

Licenses
To use any of the features, this user name must also be assigned a SyteLineAutomation license.
To view the Sales Contacts (Office) form, which is available in the Outlook Contacts tab as well as in
SyteLine, the user name must be assigned a SyteLineOfficeIntegration license. This module allows
you to display custom SyteLine forms inside Microsoft Office modules.
To open other SyteLine forms through the Explorer in Outlook, the user name must be assigned a
standard SyteLineAutomation license, or another SyteLine license that includes the form. When the
user opens a SyteLine form through the Outlook Explorer, one instance of that license is consumed.
For more information about any of these license types, see the Infor SyteLine Licensing guide.

Authorizations
On the Object Authorizations for User form in SyteLine, these privileges must be granted for this
user, for object type MIDDLEWARE:

Edit Execute Read Update

Object Name Privilege Privilege Privilege Privilege
DocumentTypes Revoked Granted Granted Revoked
MonitoredResources Revoked Granted Granted
SearchPreferenceLists Revoked Granted Granted
SLCoitems Revoked Granted Granted
SLContacts Granted Granted Granted Granted
SLContactSlspersons Granted Granted Granted Granted
SLCos Revoked Granted Granted
SLCustomers Revoked Granted Granted
SLCustomerContacts Granted Granted Granted Granted
SLDocumentObjectAndRefExt Granted Granted Granted Granted
Views
SLForms Revoked Granted Granted
SLInteractions Granted Granted Granted Granted
SLInteractionDetails Granted Granted Granted Granted
SLInteractionTopics Revoked Granted Granted
SLOpportunities Revoked Granted Granted
SLProspectContacts Granted Granted Granted Granted
SLSlsmans Revoked Granted Granted
SLUserLocals Revoked Granted Granted
UserNames Revoked Granted Granted
UserTasks Granted Granted Granted Granted
UserCalendars Granted Granted Granted Granted
SLVendors Revoked Granted Granted Revoked
SLPos Revoked Granted Granted Revoked

Infor SyteLine - Microsoft Office Integration User Guide | 69

 Edit Execute Read Update
Object Name Privilege Privilege Privilege Privilege
SLPoitems Revoked Granted Granted Revoked
SLProspects Revoked Granted Granted Revoked

The highlighted sections above indicate IDOs where update privileges must be granted. All other
IDOs require read privilege for this user. Note that the MIDDLEWARE authorizations do not affect the
user’s ability to edit or view information through SyteLine forms.

Seeing the Sync Buttons In SyteLine

The MS Outlook Sync In, MS Outlook Sync Out, and MS Outlook Sync Out All buttons display in
these SyteLine forms only if there is a Microsoft Outlook client installed and active on the same
computer where the SyteLine client is installed:
 Sales Contacts
 Task List
 User Calendar

Using the Outlook Add-in

Sync In or Sync Out?

You can create and update your contacts, tasks, and appointments in either SyteLine or Microsoft
Outlook and synchronize the changes so they appear in the other system. In Outlook, you can sync in
or synch out all, or you can sync in or sync out individual pieces.
Look at the buttons on the menu. SyteLine Contact, SyteLine Task, and SyteLine Calendar are all
sync in buttons. Outlook Contact, Outlook Task, and Outlook Calendar are all sync out buttons.

70 | Infor SyteLine - Microsoft Office Integration User Guide

This table shows the result of clicking the sync in or sync out buttons.
Button Result
SyteLine Contact Pulls all new and changed
Contact(s) from SyteLine and
updates Outlook Contact(s).
SyteLine Task Pulls all new and changed
Task(s) from SyteLine and
updates Outlook Task(s).
SyteLine Calendar Pulls all new and changed
Appointment(s) from SyteLine
and updates Outlook
Appointment (s).
Outlook Contact Connects to SyteLine and
updates all new and changed
Outlook Contact(s).
Outlook Task Connects to SyteLine and
updates all new and changed
Outlook Task(s).
Outlook Calendar Connects to SyteLine and
updates all new and changed
Outlook Appointment(s).
Sync In All Pulls all new and changed
Task(s), Contact(s) and
Appointment(s) from SyteLine
and updates Outlook.
Sync Out All Connects to SyteLine and
updates all new and changed
Outlook Task(s), Contact(s)
and Appointment(s).

Decide which system - SyteLine or Outlook - is the "master" system where your contacts, tasks and
appointments are created. The other system can contain synchronized copies of that information.
Your decision determines whether you use the Sync In button or the Sync Out button.

Your system administrator may tell you which button to use.

Sync In and Sync Out synchronize your contacts, tasks and appointments, but not those created by
other users.

Infor SyteLine - Microsoft Office Integration User Guide | 71

Caution
When you use Sync In or Sync Out, the sending system overwrites the existing contact, task or
appointment information in the receiving system. So, for example, you should not try to maintain the
same contact with different information in SyteLine and Outlook.

In Outlook
In Microsoft Outlook, these Sync options are available:
 If you create your contacts, tasks and calendar appointments in Microsoft Outlook, use the
appropriate sync out buttons on the SyteLine menu to copy:
 All tasks flagged as "Task in SyteLine" from Outlook to the SyteLine Task List form
 All contacts flagged as "Contact in SyteLine" from Outlook to the SyteLine Sales Contacts
form
 All calendar appointments flagged as "Appointment in SyteLine" from Outlook to the SyteLine
User Calendar form.
To copy a specific task, contact, or appointment, display it and use the appropriate sync out
button on the SyteLine menu.
 If you create your contacts, tasks and calendar appointments in SyteLine, use the appropriate
sync in buttons on the SyteLine menu to copy all contacts, tasks, and appointments you created
in SyteLine to your Outlook contacts, tasks, and appointments areas.
To copy changes to a specific contact, task, or appointment that already exists in both SyteLine
and Outlook, display it and use the appropriate sync out button on the SyteLine menu.
 If Auto Sync Out is selected in the SyteLine tab of the Outlook Options dialog box, then any time
you add or update a SyteLine-designated task, contact, or appointment in Outlook, the
information is duplicated to SyteLine.
You can also toggle the Disable/Enable Auto Sync Out button on the appropriate ribbon
toolbars. This button overrides the Auto Sync Out setting in the Options dialog. If this button is set
to "Enable," the add-in immediately synchronizes new or existing SyteLine-designated contacts,
tasks or appointments from Outlook to SyteLine as soon as you save them. If it is set to "Disable,"
you must select Sync Out to manually perform the synchronizations.

In SyteLine
Use the Sync buttons in the appropriate SyteLine forms to synchronize contacts, tasks and
appointments. These buttons are enabled when Outlook is installed and active on the computer
where SyteLine is running.
MS Outlook Sync In Button: Use this button to synchronize SyteLine information that was created or
updated in Microsoft Outlook, so that it is displayed in the appropriate SyteLine form (see the table
below).

72 | Infor SyteLine - Microsoft Office Integration User Guide

After the synchronization, select View > Refresh to see the new or changed information in the
SyteLine form.

On this form Use this button to Notes

Sales Contacts Synchronize contact information Before you synchronize SyteLine contacts
that was created or updated in from Outlook, make sure the contact's last
Microsoft Outlook and marked as name, first name, and business phone
"Contact in SyteLine", so that it is numbers are saved in Outlook; if any of these
displayed in the Sales Contacts fields are missing, an error is displayed and
form. skips updating the contact in SyteLine.
Task List Synchronize task information that You cannot change the task name in
was created or updated in Microsoft SyteLine after the task exists there.
Outlook and marked as "Task in
SyteLine", so that in the SyteLine
Task List form it is displayed.
User Calendar Synchronize SyteLine calendar A new appointment must have a unique user
information that was created or ID, appointment name, start time, and end
updated in Microsoft Outlook and time in order to be imported into SyteLine.
marked as "Appointment in Existing appointments can be updated with a
SyteLine", so that in the SyteLine new start time and end time.
User Calendar it is displayed.

MS Outlook Sync Out Button: Use this button to synchronize the information for the current record
that was created or updated in the appropriate SyteLine form (see the table below), so that in
Microsoft Outlook it is displayed.

On this form Use this button to Notes

Sales Contacts Synchronize the information for the Before you synchronize SyteLine contacts
current contact that was created or from Outlook, make sure the contact's last
updated in the Sales Contacts form, name, first name, and business phone
so that in Microsoft Outlook it is numbers are saved in Outlook; if any of these
displayed.. fields are missing, an error is displayed and
skips updating the contact in SyteLine.
The contact is marked in Outlook as "Contact
in SyteLine."
Task List Synchronize information for the The task is marked in Outlook as "Task in
current task that was created or SyteLine."
updated in the Sales Contacts form,
so that in Microsoft Outlook it is
displayed.
User Calendar Synchronize the current The appointment is marked in Outlook as
appointment from the SyteLine "Appointment in SyteLine."
calendar, so that in Microsoft
Outlook it is displayed.

Infor SyteLine - Microsoft Office Integration User Guide | 73

MS Outlook Sync Out All Button: Use this button to synchronize all information that was created or
updated in the appropriate SyteLine form (see the table below), so that in Microsoft Outlook it is
displayed.
On this form Use this button to Notes
Sales Contacts Synchronize all SyteLine sales Before you synchronize SyteLine contacts
contact information that was into Outlook, make sure each contact's last
created or updated in the Sales name, first name, and office phone numbers
Contacts form, so that in Microsoft are saved in SyteLine. The contacts are
Outlook it is displayed. marked in Outlook as "Contact in SyteLine."
Task List Synchronize all SyteLine task You cannot change the task name in
information that was created or SyteLine after the task exists there. The
updated in the Task List form, so tasks are marked in Outlook as "Task in
that in Microsoft Outlook it is SyteLine."
displayed.
User Calendar Synchronize all SyteLine If an appointment already exists in Outlook, it
appointments for the current user is updated. The appointments are marked in
that are not past due, so that they Outlook as "Appointment in SyteLine."
display in Microsoft Outlook.

Contacts

Adding Contacts in Outlook

To add a contact in Microsoft Outlook that will be synchronized to SyteLine:
1 In Outlook, add a new contact.
2 Fill in the fields for the contact:
The information in these fields will be synchronized to SyteLine:
 First Name - required, first 15 characters only
 Last Name - required, first 15 characters only
 Middle Name - optional, first character only
 Job Title - optional
 E-mail - optional
 Business Phone - required
 Home Phone - optional
 Business Fax - optional
 Mobile Phone - optional
 Business Address - optional. Some parts of the address are validated against information
in the SyteLine database. For example, if you enter the country as "USA" and SyteLine
does not have a country set up called "USA" an error is displayed.
 Salesperson - optional

74 | Infor SyteLine - Microsoft Office Integration User Guide

3 In the SyteLine pane, select Contact in SyteLine.
4 Save the new contact without closing the window.
5 Click Sync Out on the SyteLine menu to immediately save this contact in the SyteLine contacts.
(If you have not yet saved the contact, the system prompts you to save the contact first.) You can
also wait and later Sync Out all changes to your contacts at one time, using the Outlook Contact
option on the SyteLine menu.

Or you can set the toolbar ribbon option to Enable Auto Sync Out so that any addition or update
to a SyteLine contact in Outlook is automatically synchronized to SyteLine as soon as you save
the contact in Outlook.
6 You can optionally click the Contact X-Ref button to associate a SyteLine salesperson, customer,
and prospect with this contact.
7 If you selected a salesperson, the SyteLine Opportunities field shows the opportunities
associated with the salesperson and contact, if the selected contact is a SyteLine contact.
Otherwise, the opportunities associated with the salesperson are displayed.

The SyteLine Opportunities area is refreshed each time you open the contact window or select a
different salesperson name.

Infor SyteLine - Microsoft Office Integration User Guide | 75

The resulting information is shown in the SyteLine Sales Contacts form.

The salesperson is added to the Salesperson Cross-Reference for that contact.

Adding Contacts in SyteLine

To add a contact in SyteLine that will be synchronized to Outlook:
1 In SyteLine, open the Sales Contacts form.
2 Select Actions > New and fill in the information about the contact:
The information in these fields will be synchronized to SyteLine:
 First Name - required, first 15 characters only
 Last Name - required, first 15 characters only
 Middle Initial - optional
 Job Title - optional
 E-mail - optional
 Business Phone - required
 Home Phone - optional
 Business Fax - optional
 Mobile Phone - optional
 Business Address - optional.

76 | Infor SyteLine - Microsoft Office Integration User Guide

3 Save the information.
4 Click the MS Outlook Sync Out button to duplicate the contact information in Microsoft Outlook.
5 The contact is added to Outlook, and the Contact in SyteLine check box is selected for the
contact.

Updating SyteLine Contact Information in Either System

After SyteLine contacts are set up and synchronized so that they appear in both systems, you can
update the information in either system and click the appropriate Sync Out button to duplicate the
changes in the other system. Or, go to the other system and click the appropriate Sync In button to
pull in all new or changed SyteLine contacts.

Deleting Contacts in Either System

If you delete a contact in either Outlook or SyteLine, the contact is not deleted when you perform a
Sync In or Sync Out. You must manually delete the contact.

Viewing Sales Contacts in Outlook

When you open a contact in Outlook, a subset of the SyteLine Sales Contacts form is displayed in
the Outlook Contacts tab, if:
 You enabled Display SyteLine Sales Contacts form in Outlook Contact in the SyteLine Add-
in, as described in “Setting Up the Add-in in Outlook” on page 63.
 The contact is marked in Outlook as a "Contact in SyteLine."
 You have a SyteLineOfficeIntegration license.
 You have a SyteLine login. The "Use workstation logon" setting should be set up for this user in
SyteLine, so that no login screen is displayed in Outlook.
This Sales Contacts form is displayed filtered on the current contact name. The Customer Bill-Tos,
Prospects, Salespersons, and Interactions tabs all contain display-only information. On the
Preferences tab, you can set or change contact preferences; then right-click in the form and select
Save to save your changes.

Infor SyteLine - Microsoft Office Integration User Guide | 77

Tasks

Adding Tasks in Outlook

To add a task in Microsoft Outlook that will be synchronized to SyteLine:
1 In Outlook, select create a new task. This is performed differently depending on the version of
Outlook you are using.
If you have outstanding tasks saved in SyteLine, these display in the SyteLine pane.
2 Fill in the fields for the task.
The information in these fields will be synchronized to SyteLine:
 Subject - required, first 80 characters
 Reminder Date/Time - required
 Description - optional
3 In the SyteLine pane, select Task in SyteLine.
4 If you want the task to be automatically deleted from SyteLine after the reminder has been sent,
select Delete After Reminder. The task will not be deleted from Outlook.
5 Save the task.
6 Click Sync Out in the Task toolbar ribbon to immediately save this task in your SyteLine task list.
(If you have not yet saved the task, the system prompts you to save the task first.) You can also
wait and later Sync Out all changes to your tasks at one time, using the Sync Out All button on
the SyteLine menu.

You can set the toolbar ribbon option to Enable Auto Sync Out so that any addition or update to
a SyteLine task in Outlook is automatically synchronized to SyteLine as soon as you save the
task in Outlook. This option defaults to the setting in the Tools > Options dialog box and can be
overridden either here or in the Tasks pane.
The resulting information is shown in the SyteLineTask List form:

78 | Infor SyteLine - Microsoft Office Integration User Guide

Adding Tasks in SyteLine
To add a task in SyteLine that will be synchronized to Outlook:
1 In SyteLine, select View > Task and fill in the fields on the Create User Task form:

The information in these fields will be synchronized to Outlook:

 Task Name - required, first 80 characters
 Reminder Date/Time - required. Use the drop-down calendar to select a date and accept
the default time of 12 a.m., or enter a date and time manually.
 Description - optional.
2 If you want the task to be automatically deleted from SyteLine after the reminder has been sent,
select Delete After Reminder.
3 Click OK to save the task.
4 Open the Task List, select the task, and click the MS Outlook Sync Out button to duplicate the
task information in Microsoft Outlook.
5 The task is added to Outlook, and the Task in SyteLine check box is selected for the task.
The resulting task is displayed in your To-Do List in Outlook.

Updating Task Information in Either System

After SyteLine tasks are set up and synchronized so that they appear in both systems, you can
update the information in either system and click the appropriate Sync Out button to duplicate the
changes in the other system. Or, go to the other system and click the appropriate Sync In button to
pull in all new or changed SyteLine tasks.

Deleting Tasks in Either System

If you delete a task in either Outlook or SyteLine, the task is not deleted when you perform a Sync In
or Sync Out. You must manually delete the task.

Infor SyteLine - Microsoft Office Integration User Guide | 79

Calendar Appointments

Adding Appointments in Outlook

To add a calendar appointment in Microsoft Outlook that will be synchronized to SyteLine:
1 In Outlook, create a new appointment. This is performed differently depending on the version of
Outlook you are using.
If you have outstanding SyteLine-designated appointments, these display in the SyteLine pane.
2 Fill in the fields for the appointment.
The information in these fields will be synchronized to SyteLine:
 Subject - optional, first 80 characters
 Location - optional, first 80 characters
 Start Date/Time - required
 End Date/Time - required
 Reminder Date/Time - optional. The reminder time specified in the Outlook toolbar (as
shown below) is subtracted from the Outlook Start Time to build the SyteLine Remind
Date. For example, if the Outlook reminder time is 15 minutes and the Start Time is Wed
2/17/2010 3:00 PM, the SyteLine Remind Date is set to 2/17/2010 02:45:00 PM.

 Description - optional, truncated to the length of the Description field in SyteLine.

3 In the SyteLine pane, select Appointment in SyteLine.
4 If you want the appointment to be automatically deleted from SyteLine after the reminder has
been sent, select Delete After Reminder. The appointment will not be deleted from Outlook.
5 Save the appointment.
6 Click Sync Out in the "SyteLine Appointments" toolbar ribbon to immediately save this
appointment in your SyteLine User Calendar. (If you have not yet saved the appointment, the
system prompts you to save the appointment first.) You can also wait and later Sync Out all
changes to your appointments at one time, using the Sync Out All button on the SyteLine menu.

You can set the toolbar ribbon option to Enable Auto Sync Out so that any addition or update to
a SyteLine appointment in Outlook is automatically synchronized to SyteLine as soon as you save
the appointment in Outlook. This option defaults to the setting in the Tools > Options dialog box
and can be overridden either here or in the Appointments pane.

80 | Infor SyteLine - Microsoft Office Integration User Guide

The resulting information is shown in the SyteLine User Calendar form:

Adding Appointments in SyteLine

To add a calendar appointment in SyteLine that will be synchronized to Outlook:
1 In SyteLine, open the User Calendar and double-click on the day the appointment should take
place:

Infor SyteLine - Microsoft Office Integration User Guide | 81

2 In the Create User Appointment form, specify the information about the new appointment:

The information in these fields will be synchronized to Outlook. For all date/time fields, use the
drop-down calendar to select a date and accept the default time of 12 a.m., or enter a date and
time manually.
 Subject - optional, first 80 characters
 Location - optional, first 80 characters
 Start Date/Time - required
 End Date/Time - required
 Reminder Date/Time - optional.
 Description - optional.
3 If you want the appointment to be automatically deleted from SyteLine after the reminder has
been sent, select Delete After Reminder.
4 Click OK to save the appointment and return to the User Calendar.
5 In the grid side of the User Calendar form, select the row for the appointment you created. Click
MS Outlook Sync Out to duplicate the task information in Microsoft Outlook.
6 The system tells you that an Outlook appointment(s) export will be performed. Click OK.
7 The system tells you how many appointments were added or updated in the Microsoft Outlook
Calendar [Link] OK.
8 The appointment is added to Outlook, and the Appointment in SyteLine check box is selected.
The resulting appointment is displayed in your Outlook Calendar:

Updating Appointments in Either System

After SyteLine appointments are set up and synchronized so that they appear in both systems, you
can update the information in either system and click the appropriate Sync Out button to duplicate
the changes in the other system. Or, go to the other system and click the appropriate Sync In button
to pull in all new or changed SyteLine appointments.

82 | Infor SyteLine - Microsoft Office Integration User Guide

Deleting Appointments in Either System
If you delete an appointment in either Outlook or SyteLine, the appointment is not deleted when you
perform a Sync In or Sync Out. You must manually delete the appointment.

Customer, Vendor, Prospect, and Sales Contact Interactions

Note: In SyteLine version 8.03, the Vendor Interactions, Sales Contact
Interactions, and Propect Interactions forms had no e-mail
functionality at all, so you must be at least up to version 9.00 to
realize that functionality for those forms.

Adding Outlook E-mails to SyteLine Interactions

In SyteLine, interactions are used to keep track of information about any encounters with a customer,
vendor, prospect, or sales contact; for example, e-mails, phone calls, and faxes.
You can add incoming and outgoing Outlook e-mails to the SyteLine Customer Interactions, Vendor
Interactions, Prospect Interactions, and Sales Contact Interactions forms. When you open a
received or sent email, the SyteLine add-in form is displayed below the reading pane when you open
the message in Outlook.

Example
The next five numbered steps detail how to add a message to the SyteLine Customer Interactions
form. This is an example that can be used to understand how you can also add a message to the
Vendor Interactions, Prospect Interactions, and Sales Contact Interactions forms.
To add the message to the SyteLine Customer Interactions form:
1 You can attach the message to an existing interaction, or create a new interaction:
 To attach the message to an existing interaction, first select a customer, then search for an
existing interaction. You can provide other details if needed. When you select a customer, the
customer number, ship-to number, and customer name are displayed. The Outlook add-in
locates the existing interaction using the reference number (for example, Customer, Vendor)
and the email subject.
 To create a new interaction, select Create New Interaction. The additional fields Choose
Topic and Description display. If you select a topic from the available list, the Description
contains the e-mail subject. Alternately you can write your own description..

Note: In this example, the add-in tries to set a default value for the Customer field based on the
sender’s e-mail address. If the e-mail address matches either a Primary Contact or Secondary

Infor SyteLine - Microsoft Office Integration User Guide | 83

Contact e-mail address in the SyteLine Customers form, then the matching customer name is placed
in this field.
When you are sending an e-mail, the add-in tries to provide a default value by matching the first
address on the To line with a primary or secondary contact e-mail address in the SyteLine
Customers form. If no match is found, the add-in looks through the Customer contact table. If
multiple matches are found, the add-in will pick the first record. An asterik(*) will suffix the
customer label to indicate that there are multiple matches.
2 Use the Search button to find a Ship-To name for the customer.
3 Select a follow-up date, or keep the default of today’s date.
4 Click Submit.
5 You will see a prompt confirming that the message was attached to the interaction.
The resulting attachment in the SyteLine Customer Interactions form looks like this:

These fields from the Outlook e-mail are included in the interaction:

Outlook field SyteLine field

Incoming e-mail or Incoming (selected for incoming e-mail; not
Sent item selected for sent item)
N/A Type (E-mail)
Create date/time (sent e-mail) Contact date/time
From From
To To

84 | Infor SyteLine - Microsoft Office Integration User Guide

Outlook field SyteLine field
Cc Cc
Follow Up Follow-Up Date
Subject Subject (80 characters)
Message Message
Customer (from add-in form) Customer
Ship-To (from add-in form) Ship-To
Contact Id (retrieved from email id match) Contact Id

If the Outlook e-mail is formatted using HTML, or if it contains special characters or formatting, the
formatting may not be compatible with SyteLine note formatting. In that case, the special formatting is
ignored, and additional spacing may appear in the interaction record.

Sending E-mail Attachments

If the e-mail you want to send to SyteLine has an e-mail attachment or attachments, you can send
that e-mail along with the attachments.
If the e-mail has an attachement, an additional group box is displayed in the form below the reading
pane.

To send the e-mail attachment to SyteLine:

1 Select the Include Attachment(s) check box. This check box is cleared by default.
2 Select a document type from the list. You can read more about document types in the SyteLine
online help regarding the Document Types form.
3 Click Submit.

Viewing Outlook E-mails with SyteLine Interaction Details

After an e-mail is associated with a customer, vendor, prospect, or sales contact, an additional pane is
displayed at the bottom with interaction details. This lets you easily refer to recent orders or
communications when you contact the customer, vendor, prospect, or sales contact without requiring

Infor SyteLine - Microsoft Office Integration User Guide | 85

you to log into SyteLine to research this information. The bottom pane for each type of interaction is
similar. This is what the customer interaction type looks like:

The bottom pane for the customer interaction type contains:

 Order header information: order number, date, status, and order total. These are sorted based on
order number. The maximum number of orders that display is based on the default record cap
limit set in SyteLine.
 Order details: order line, item, quantity ordered, and unit price, filtered based on what you select
in the order header section.
 Interactions: interaction date, topic, contact name, status, follow-up date, sequence, incoming flag
(Y for incoming and N for sent items), contact date, and name of the SyteLine user. These are
sorted based on contact date. The maximum number of interactions that display is based on the
default record cap limit set in SyteLine. When you select an interaction from the grid, the contents
of the interaction are displayed in the right pane.
 The panes for the other interaction types contain information appropriate to those types.
If you close this pane, the only way to reopen it is to close and reopen the e-mail.

Viewing E-mail Attachments in SyteLine

The procedure detailed here is for the Customer Interactions form. You can also view e-mail
attachments on the Vendor Interactions, Prospect Interactions, and Sales Contact Interactions
forms.
To view e-mail attachments sent to SyteLine in SyteLine:
1 Open the Customer Interactions form.

86 | Infor SyteLine - Microsoft Office Integration User Guide

2 Select the interaction row on the Conversations tab with the desired e-mail attachment.

3 Select Actions > Documents for Current from the menu bar. The Attached Documents form is
displayed.

Using SmartLink with Outlook E-mails

If all of the following are true:
 You specified the Web Client URL and enabled SmartLink in the SyteLine add-in, as described in
“Setting Up the Add-in in Outlook” on page 63.
 You clicked the link in the add-in to define your search preferences in SyteLine.
 You are opening an e-mail message in Outlook from an e-mail address that belongs to a group
that is defined in your search preferences.
 The "Use workstation logon" setting is set up for this user in SyteLine, so that no login screen is
displayed in Outlook.
Then SmartLink compares all of the text in the e-mail to the SyteLine data sets that are defined in
your search preferences. If it finds matching text in the e-mail, SmartLink adds a hyperlink to the text,
like this:

Click the link to open the appropriate SyteLine form, filtered to show the value indicated by the link.
You must have the appropriate SyteLine license/authorizations to open the form.

Infor SyteLine - Microsoft Office Integration User Guide | 87

Example Setup
In order for the example shown above to display that link, the following setup must be done on the
SyteLine side:
 The sender’s e-mail address is defined in the SyteLine Customers form as an external or internal
e-mail address.
 In the Search Items form, the ItemNum search item is defined as:
Active = enabled
Table Name = item
Column Name = item
Form Name = Items
That is, search for matching text in the [Link] table/column (which maps to the item number
field on the Items form). If it finds a match, SmartLink builds a hyperlink to the Items form, filtered
on the matching item number.
 In the Search Preferences form, this row exists for the Outlook user receiving the e-mail:
Search Group = CUSTOMER and Search Item Name = ItemNum
That is, if the sender’s e-mail address is found in the CUSTOMER Search Group (which maps to
the external and internal e-mail addresses from the Customers form), then search for matching
text in the search item named ItemNum.
For more information about defining search preferences and search items, see the SyteLine help.

Using the Data-Grid Pane

The SyteLine data-grid pane is located below the Interaction pane. The SyteLine data-grid pane gives
a quick access to the information related to the people you work with or exchange the message with.
The people can be anyone from customers, vendors, contacts or prospects. If you don't work with all
of these, you can turn them off selectively from the Add-In Options, so the data-grid won't be visible to
you. You can also just close the grid pane.
The data-grid pane is not always visible when a message is opened. It is visible only when the
sender's email id matched in a SyteLine database against the Interaction Type or the existing
message has previously been attached to any of the above Interaction Types. Depending upon the
match, the data-grid shows different data.

88 | Infor SyteLine - Microsoft Office Integration User Guide

Data-Grid Example for Customer

The grid looks similar but has different data for Vendor, Prospect, and Contact.

Replacing a Data-Grid with a Custom SyteLine Form

The default Data-Grid can be replaced with a SyteLine custom form. You must be assigned the
SyteLineOfficeIntegration license to replace a data-grid with a custom SyteLine form. The form is
displayed in ‘form only’ mode.
To replace the data-grid with a custom SyteLine form:
1 Right-click on the grid or outside area then select Settings. The Settings window is displayed.

2 Select Custom Form.

3 From the drop-down list, select the form with which you want to replace the data-grid.

Hiding and Showing SyteLine Custom Panes

You can show and hide the custom panes. The pane displays by default for email, task, contact, and
calendar items.

Infor SyteLine - Microsoft Office Integration User Guide | 89

Hide Panes
Click the X (Close) button to close the pane. All of the available panes can be closed in this manner.

Show Panes
When the pane is closed, to view it again, click on the button in the toolbar labeled “Show Data Grid
Pane.”

Using the Search Button

The interaction pane contains two Search buttons.

Search Button 1
This is the button below the Submit button.
The Search button performs a search for both Customer and Prospect if either is displayed in the
Interaction Type field, and the results are placed in the result grid on the Interaction Search window
that displays. Results for Vendor and Contact are displayed separately on their own tabs.

90 | Infor SyteLine - Microsoft Office Integration User Guide

1 Click the Search button below the Submit button to search for customer, prospect, contact or
vendor, depending on what is selected in the Interaction Type field. The Interaction Search
window is displayed.

This window has three tabs, Customer/Prospect, Contact, and Vendor. The appropriate tab is
selected based on your search criteria, and any search results are seen in the grid.
This window performs an automatic search when opened based on the following conditions:
 Incoming email: The reference number (Customer, Vendor, Prospect, Contact) is defaulted
automatically when an incoming email is opened. If the add-in finds multiple records matching
the sender’s email id, an asterisk (*) is placed next to reference label (for example, Customers*,
Prospects*) to indicate the multiple result. The multiple result is automatically displayed in the
search window when you click the Search button.
 Outgoing email: The search can be performed only when a receiver’s address is entered. The
add-in uses the first email id when multiple email addresses are entered. The add-in performs an
automatic search using the receiver’s email, and the result is placed in the result window when
you click the Search button.
2 Supply information into any of the fields on this Interaction Search window and click the Search
button to further narrow your search.
3 Select the result you were searching for and click Select and Close.

Search Button 2
This is the search button that is NOT under the Submit button.

Infor SyteLine - Microsoft Office Integration User Guide | 91

1 Click this Search button. The Search Existing Interaction window is displayed.

You can attach an email message to an existing interaction or a new interaction id. You can search
by Interaction ID, Description, Interaction Date, Topic, Topic Description, and Follow up Date.
2 Supply information into any of the fields on this Search Existing Interaction window and click the
Search button to further narrow your search. Any existing interactions are displayed in the grid.
3 Select the interaction you were searching for and click Select and Close.

92 | Infor SyteLine - Microsoft Office Integration User Guide

Cross Referencing Customer, Prospect, and Salesperson from
Outlook Contact
The 'Contact X-Ref button is displayed on the top menu of the Outlook Contact ribbon. This graphic
shows the button and grids inside the custom pane.

The existing reference is displayed on the custom pane on the right-hand side. The displayed grids
include Customer, Prospects, and Salespersons. The opportunity grid displays every item that is
associated with a Salesperson. This grid is refreshed when you select a different salesperson from
the grid.

Infor SyteLine - Microsoft Office Integration User Guide | 93

Adding a New Cross-Reference
1 Click the Contact X-Ref button. The Contact X-Ref window is displayed.

The bottom grid shows any existing reference already added to the contact. The top grid shows
the search result.
2 Optionally provide search criteria into any of the fields and click the Search button. Customers
and prospects are combined in the search. Salesperson is a separate search.
3 Select the appropriate record in the top grid. On the Customers/Prospects tab, the Type column
defines whether the record is for a customer or a prospect. Type ‘C’ is customer. Type ‘P’ is
prospect. On the Salesperson tab, there is no need for a type column.
4 Click the Apply Selection button.

Sending and attaching a New Email to an Interaction

You can attach a new email message to SyteLine interactions before sending. The Send and Submit
button is displayed for new email messages and when you reply to messages.

94 | Infor SyteLine - Microsoft Office Integration User Guide

When you click this button, it sends the email message and attaches the email to the selected
interaction at the same time. The email message is not attached to the SyteLine interaction if you use
the Outlook Send button to send the email.

Using the SyteLine Explorer in Outlook

The SyteLine add-in creates a new SyteLine Explorer module that is displayed in the Outlook
Navigation pane. When you select it, the Explorer folders display in the pane above, and the available
forms are listed in the pane to the right.

By default, forms open in an Outlook window; however, you can change the add-in settings so that
forms open in a separate Web browser window. In that case, they open in your default browser, such
as Internet Explorer, Firefox, etc.
The forms display from the SyteLine server and configuration that you specified in the Add-in Options
dialog.

Adding, Deleting and Changing Folders and Forms in the Explorer

Initially, certain CRM and Salesperson folders and forms are included in the Explorer.
You can right-click to add, remove, or rename folders in the folders pane.
To add a new form to a folder:
1 Right-click on the folder and select Add New SyteLine Form.

Infor SyteLine - Microsoft Office Integration User Guide | 95

2 In the SyteLine Form Link dialog, specify this information:
 Form Name: Select a SyteLine form from the drop-down list.
 Form Caption: To display a form caption in the right pane that is different from the default form
name, specify it here. For example, if you set a filter on the Customer Orders form to show
only customer orders that you are responsible for, you could rename it "My Customer Orders."
 Form Filter: Set any filter condition to be applied when the form opens. For example, if you
are salesperson "BJS" and you want to filter your version of the Customer Orders form to
show only your orders, specify the filter Slsman = ’BJS’. (Use SyteLine to determine the
appropriate filter, as described in “Finding a Property Name to Use in a Filter.")
3 Click OK.

Finding a Property Name to Use in a Filter

Filters require you to specify a property name. If you do not know the underlying property names used
on a form, here is the simplest way to find them:
1 In SyteLine, open the form with filter-in-place.
2 Specify the filter you want - for example, on the Customer Orders form, enter BJS in the
Salesperson field - and then click the filter button on the toolbar. Only orders where the
salesperson is set to BJS are displayed.
3 Select Help > About this Form.
4 In the About this Form dialog, find the User-Specified Filter - in our example,
Slsman = ’BJS’.
5 In Outlook, type the user-specified filter from Step 4 into the Form Filter field of the SyteLine
Form Link dialog box in Outlook.

96 | Infor SyteLine - Microsoft Office Integration User Guide

Chapter 3: SyteLine Application Search
Service for Microsoft Office
3
Products

Overview
You can use SyteLine Application Search (SAS) to search and access SyteLine data directly from
Microsoft Office 2010 or 2013 applications such as Outlook and Word. To set up this feature in the
Office application, you simply register a URL to the SAS Web service; no installation is needed on the
client side. You must also have a SyteLine login and license.

Search Example
In Microsoft Outlook, you receive an e-mail that references item FA-10000. You recognize that this is
a SyteLine item, but you are not sure what that item is and you need to find a description of it. Select
the text FA-10000 in the e-mail. Right-click and select Look up, or Alt-click on the text.
If appropriate search rules have been defined in SyteLine - in this case, for a search on the items
table - then the Office application’s Research task pane displays the results of the SyteLine database
search for references to FA-10000. The results include a result title (in this case the item description
text for FA-10000), a result description (the item’s overview text), and a link to a SyteLine form:

Infor SyteLine - Microsoft Office Integration User Guide | 97

If you click the link, the SyteLine Items form, filtered for FA-10000, displays in a Web browser. You
can use the form to find out more information about the item.
You can also right-click in an Office document, e-mail or spreadsheet and select Look up with nothing
selected. Then you enter search text directly in the Research pane. For more information about what
text you can enter, see “Searching for Information” on page 102.

Behind the Scenes

On the SyteLine side, administrators must define the search rules:
 Use the Search Items form to specify the search items - that is, the types of information that
Office users can search for, such as Item Number or Customer Name, and the database table and
column that is searched when that information type is requested.

The Search Items form also specifies the result that the Office user sees: the form name used in
the link, and the columns from the database that are returned as the search result title and
description.
 The tables that are used to define search items require unique full-text indexes, which are set up
through the SyteLine Full-Text Indexing form and associated with the SearchCatalog catalog.
This diagram shows the system processing that occurs when a user requests a search for SyteLine
data from any Office application:

The SyteLine Application Search Web Service (also known as the Search Service) is installed on a
SyteLine web/utility server. The Search Service corresponds to a "provider" and can process search
requests, each of which corresponds to a "service." The Research Task service sends the search
request to the "provider" when the user searches for a term. Then the "provider" processes the
request using the SyteLine application database, via an IDO Web Service method call. The search
result created by the method is then returned to the Research Task service.
All communication between the research task pane and the Web service uses SOAP messages.
These SOAP messages contain XML packets that conform to schemas specific to each type of
request and response.

98 | Infor SyteLine - Microsoft Office Integration User Guide

Requirements
To use the Search feature, ensure that these requirements are met:
 You are using Microsoft Office 2010 or 2013.
 You are using SyteLine 8.03 or later version.
 The IDO Request Web Service and the SyteLine Application Search Web Service options are
installed on the SyteLine utility/web server.
 The account that the Search Web Service runs under must have read and write permissions to
create a file in the folder where the service executable file is installed. If those permissions are not
granted, give them to any user who will use the search feature. Give those permissions to the
folder typically located here (you may have installed it to a different location):
C:\inetpub\wwwroot\ApplicationSearchServiceForOffice. This folder is created on the utility server
during the initial setp of SyteLine. If the folder does not exist, run the Infor ERP SL
Configuration Wizard on the utility server and add the Application Search Service for Office
component. See the Infor SyteLine Installation Guide for instructions on how to add that
component.
 You must be assigned a SyteLineAutomation license. For more information about this license
type, see the Infor SyteLine Licensing guide.
 You must have a user account on the SyteLine configuration to which the Search Service will
connect.
Note: The "Use workstation logon" setting should be set up for this user in SyteLine, so that no
login screen displays when you click on a link to display a form.
 This SyteLine user account must be set up with Execute and Read privileges on the IDO object
SearchItems.
 A system administrator must set up appropriate search items and full-text indexing of tables in
SyteLine. For more information, see the SyteLine online help topic about setting up search items
for SyteLine Application Search.

Setting Up the Search Service

Use these steps to set up the Search Service in your Microsoft Office application. You can set this up
in one Office application and then it is available to all other Office applications.
Note: If any of these steps fail, verify that you have met all the requirements listed above.

Registering the Search Service

To register the service in your Office application:
1 Ask your SyteLine system administrator for the URL to connect to the Search Service.

Infor SyteLine - Microsoft Office Integration User Guide | 99

2 Use the help in your Office application to determine how to access the Research Options dialog
box.
For example, to access Research Options in Outlook, you might open an e-mail message, right-
click anywhere in the message body and select Look up > Research Options.
3 In the Research Options dialog box, click Add Services.
4 Specify the URL of the Search Web Service, for example:
[Link]
The registration is processed and returns an introduction message about the service.
5 Click Continue.
6 In the Setup dialog box, ensure that the SyteLine Application Search Service is selected and click
Install.
7 After the service is registered, a success message displays.
8 Make SyteLine Application Search Service your default search provider. From the Research
Options task pane, select SyteLine Application Search (SAS) and click the Favorite button.

Configuring the Search Service

SyteLine data can be searched only by authorized SyteLine users. You must set up a valid SyteLine
user name and password.

100 | Infor SyteLine - Microsoft Office Integration User Guide

1 When you make a search request for the first time from an Office application, this window
displays:

2 Specify this information:

 SyteLine user name and password
 IDO Web Service URL, for example:
[Link]
 SyteLine configuration name. You must click Load Config Names before you can select a
configuration.
 Web Client URL, for example:
[Link]
This is used to format the link URL on the result set.
3 Click Save.
A success message displays. You are ready to perform searches.

Removing or Reconfiguring the Search Service

After registration, the Search Service is listed as SAS service under the Enterprise Resources
category in the Office application’s Research Options dialog box.
To remove the service, use the Update/Remove button on the dialog box.
To reconfigure the service, click the Config link on any search results window.

Infor SyteLine - Microsoft Office Integration User Guide | 101

Searching for Information
After the Search Service is set up, you can use the Research task pane in your Office application to
search for information.
1 Use the Office application help to determine how to display the Research pane.
For example, in Outlook, you might select some text in an e-mail, right-click and select Look Up,
or hold down the Alt key and click on the text, to display the Research pane.
2 If you selected text in a document or e-mail, that text displays in the "Search for" field. You can
also manually enter text into the "Search for" field.

You can search for one word, multiple words, phrases, or Boolean combinations of words:
 If you enter multiple words, the search looks for each word separately. For example, entering
mountain bicycle returns these results: Configurable Mountain Bicycle, Bicycle with
Mountain Tires, and even Bicycle with Hybrid Tires.

Results might not contain the words in the same order or even use all the specified words;
however, results with more matching words in the correct order are more relevant and display
near the top of the result set.
 If you enter single or multiple words, the search tries to match the meaning of the text, rather
than exact letters. For example, race bike also returns Configurable Racing Bicycle.
 If you enter a phrase surrounded by double quotation marks, the search looks for the
combined phrase. For example, entering "mountain bicycle" returns Configurable
Mountain Bicycle but not the other two results listed in the previous example.

Phrases are also useful when your search text includes a special character such as a hyphen.
For example, if you specify FA-10000, the search ignores the hyphen and finds results for
both FA and 10000, including results such as FA-12035 and FC-10000. To retrieve only
matches for FA-10000, specify it as a phrase: "FA-10000".
 If you combine words by using Boolean operators (OR, AND, and AND NOT), then the exact
letters are searched for. For example, bicycle AND blue will find results that contain both the
word bicycle and the word blue. Bicycle AND NOT Tires returns Configurable Mountain
Bicycle, but not Bicycle with Mountain Tires or Bicycle with Hybrid Tires.

Place Boolean operators between single words or phrases. For example:

 Not Correct: Bicycle AND NOT mountain tires
 Correct: Bicycle AND NOT "mountain tires"

Search Results
Up to 10 matching search results are displayed in the Research task pane. If additional results are
available, you can navigate to them.

102 | Infor SyteLine - Microsoft Office Integration User Guide

Click on a link in the search results to open the related SyteLine form where you can find more
information. (The "Use workstation logon" setting should be set up for your user ID in SyteLine, so
that no login screen displays when you click on a link to display a form.)
If no results are available for the text you specified, a message displays.

Infor SyteLine - Microsoft Office Integration User Guide | 103

104 | Infor SyteLine - Microsoft Office Integration User Guide
Chapter 4: Microsoft Project Add-In for
SyteLine 4

This section describes how to install and use the Microsoft Project Add-In so that you can integrate
with SyteLine. This Add-In allows you to pull in data from SyteLine and also to send data from
Microsoft Project to SyteLine.

Requirements
 You are using Microsoft Project version 2010 or 2013.
 You are using SyteLine version 8.03 or later version.
 The latest Windows and Office Updates.
 The IDO Request Web Service option was installed with the SyteLine utility/web server.
 You must be logged in as an administrator on the computer where you are installing the Project
Add-In.
 SyteLine user must have SyteLineTrans and SyteLineAutomation licenses applied.

Infor SyteLine - Microsoft Office Integration User Guide | 105

 SyteLine user must have the following permissions set for object type MIDDLEWARE:

Note: See the online help for the Object Authorizations for User form for help on setting these
authorizations.

Installing the Tool

1 Copy [Link] from the SyteLineOfficeIntegrations[version].zip file to a
local folder on your client computer, for example C:\Temp. The computer to which you copy the
file must be a client machine.
2 Double-click [Link] to launch the executable.

106 | Infor SyteLine - Microsoft Office Integration User Guide

3 The InstallShield Wizard appears.

4 Choose the second option and change the location of the saved files if you wish. The first option
can cause an error if you do not have appropriate permissions on the selected folder.
5 Click Next. The license agreement screen appears.
6 Once you’ve agreed to the terms, click Accept.
7 The installation process begins. You may be prompted for decisions during the installation
process. Respond to all prompts.
8 When the screen appears that says it has been successfully installed, click Close.

Setting up the Tool

1 Open Microsoft Project.
2 Select SyteLine from the Add-in menu.
3 Choose Setup.

Infor SyteLine - Microsoft Office Integration User Guide | 107

4 The SyteLine IDO Web Service Setup form appears.

5 Provide the following information:

 SyteLine User ID - a valid SyteLine user ID.
 Password - password for the SyteLine user.
 SL Config - a valid SyteLine configuration name.
 Auto Sync Out - If you select this check box, it enables you to Sync Out changes
automatically without having to click the Sync Out button.
 End Point - The URL address of IDO Web service. The format looks like this: http://
servername/IDORequestService/[Link].
6 Click OK. A message appears telling you that data has been saved to the registry and that you
must restart Project.
Note: The message telling you to restart Project appears even if you’ve not made any changes
on the SyteLine IDO Web Service Setup form. You do not need to restart unless you’ve made
changes on the form.
7 Click OK.
8 Close Project and then restart Project.

Using the Tool

Now that you have installed and set up the Add-In, you can use it.

108 | Infor SyteLine - Microsoft Office Integration User Guide

Sync In, Sync Out, and Enable Auto Sync Out
Sync In, Sync Out, and Enable Auto Sync Out are buttons found on the SyteLine toolbar that was
added to Project when you installed the Add-In.

The items on the Toolbar are enabled or disabled based on the following conditions.
 Sync Out/Sync In are enabled only when the ’Project In SyteLine’ check box is selected
 Sync In is disabled when a valid project number is not available
 Assign SyteLine Work Resource and Assign SyteLine Resource are enabled only when the
’Project In SyteLine’ check box is selected and a valid Project Number is assigned
Sync In and Sync Out synchronize changes on the Project between SyteLine and the Microsoft
Project client. Enable Auto Sync Out enables you to Sync Out changes automatically without having
to click the Sync Out button.
Sync In - Brings the changes from the SyteLine Project. The following message displays when you
click Sync In:

Sync Out - Sends any changes made in the current project to SyteLine. The following message
displays when you click Sync Out:

Enable Auto Sync Out - This button is a toggle button; it is either enabled or disabled. If enabled,
every change made in Microsoft Project is updated in SyteLine immediately when you save the
Project.

Sync In Activities
A Sync In Process:
1 Brings in new tasks, material resources, and work resources created in the SyteLine project.
2 Updates existing tasks, material resources, and work resources.
3 Sets Predecessor(s).

Infor SyteLine - Microsoft Office Integration User Guide | 109

Object Mapping:
SyteLine MS Project Description
SyteLine Task Project Task A SyteLine Task is created and managed as MS
Project Task.
SyteLine Project Sub‐Task A Material Resource is created and managed as MS
Material Project Task. This is always created as a sub-task of
a parent SyteLine Task.
Resource
Work Resource Work Resource A work resource added under a SyteLine task is
added to the MS Project Resource pool and
makes them available to assign to tasks within
the project. The resource is assigned to its
parent task by default.
Predecessor Predecessor A Predecessor task is tied to a task to indicate
that the current task has dependencies on
other task. Tasks with dependency
relationships are linked automatically by the
MS Project and the Add‐In will not resolve any
conflict that may arise due to more complex
relationship including delay and overlap

Updating a Project Task

You can update many facets of a project task and resource including task name, status of task, and
start and finish date based on the data from SyteLine project.
1 Marking Project Task as completed: When a task in SyteLine has completed, the add-in marks an
MS project task that has been completed as scheduled by setting Percent Completed to 100%.
2 Updating actual start date and finish date: When the actual start and finish date is changed in
SyteLine, the add-in updates these changes during the Sync In process. When a duration is
specified in SyteLine and Firm Start Date or Firm End Date is checked, the start and end date is
calculated based on the duration. Any conflicts such as dependency or overlap that may arise
due to changes in the start date and date have to be resolved manually.

Sync In and MS Project Layout

MS Project allows you organize your project data in various ways. You can visualize, organize, and
adjust the project task, sub-task, and work resource that is different from the SyteLine project
structure. To preserve the MS project format, the add-in updates only the project data from SyteLine
and leaves format intact. The add-in does not change the position of a task or subtask, or the order of
outline children during the Sync In.
When a new Task is created in SyteLine, the add-in finds a best possible delineation. To determine
the position, the Add-in uses the task sequence, its parent task, and outline children from SyteLine.

110 | Infor SyteLine - Microsoft Office Integration User Guide

Project Items Affected During Synchronization
The following Project Items are affected during synchronization:
 Project Task(s)
 Work Resources
Any user-defined work resource is ignored. You are informed about any skipped user-defined
resource. The following message is displayed:

The progress of the Sync Out process is displayed on the toolbar.

SyteLine Project Information

The SyteLine Project Information screen collects all mandatory data required to create a Project in
SyteLine. This screen can be accessed in the following ways:
 From the menu bar, select SyteLine>SyteLine Project Information. You can access this screen
in this manner anytime to update project information.
 When you click the Sync Out button. This screen appears only if any required data is missing.
The screen looks like this:

 Project In SyteLine - Project data is synched only when this check box is selected.
 Project - This number is assigned by SyteLine when a project is synched or exported to Microsoft
Project. This is a read-only field.

Infor SyteLine - Microsoft Office Integration User Guide | 111

 Project Name - This is the name of the project.
 Customer - Select a customer number from the drop down list.
 (Customer Name) - The name of the customer displays.
 Ship To - Select a ship to customer from the drop down list.
 (Ship To Customer Name) - The name of the ship to customer displays.
 Current Date - This date defaults from Microsoft Project Information. Any changes will update
Microsoft Project Information.
 Start Date - This date defaults from Microsoft Project Information. Any changes will update
Microsoft Project Information.
 End Date - This date defaults from Microsoft Project Information. Any changes will update
Microsoft Project Information.
 Type - Select a type from the drop down list.
 Status - Select a project status from the drop down list.
 Product Code - Select a product code from the drop down list.
 Sync Out - The Sync Out button will update/create a Project in SyteLine. This button is enabled
only when the ’Project In SyteLine’ check box is selected. Use Sync Out from the SyteLine
toolbar or SyteLine menu to update Project, Project Tasks, and Project Work Resources.
If the project number is blank, a new project is created and assigned to the project number. The
following warning displays when you click Sync Out:

If the project number is not blank, then it will update the Project Information in SyteLine. The
following warning displays when you click Sync Out:

 No- Closes the form.

112 | Infor SyteLine - Microsoft Office Integration User Guide

Creating an Estimate Project
Choose a status of "Estimate" on the SyteLine Project Information form. Once created, the status
field becomes disabled.

Creating a Project Task

A task is created/updated in SyteLine when you perform the Sync Out process from the menu or
when you click the Assign SyteLine Resource button.
1 Enter a task in Microsoft Project, and then click on the Assign SyteLine Resource button.
2 Click the Sync Out button on the form without filling the Item details (Sync Out creates a material
resource, if an item is selected).
3 A new Task is created in SyteLine and returns the Task Num that displays on the Task Num
column.

Infor SyteLine - Microsoft Office Integration User Guide | 113

4 The Project Resource section of this form is disabled.

Assigning a SyteLine Resource

The SyteLine Project Resource screen lets you assign a material resource to a task. A material
resource appears as sub-task in Microsoft Project. You can define a material resource as a sub-task
by selecting a Task and then selecting SyteLine >Assign SyteLine Resource from the menu. Both
project task and material resource can be updated using the SyteLine Project Resource screen.
You can move the material resources under a different task by using Indent or Outdent functions.
After moving a material resource under a different task, you must execute the Sync Out from the
SyteLine Project Resource screen to create the material resource under the new project task in
SyteLine. However, the material resources created earlier under the previous task are not deleted.
You must delete them manually from SyteLine.
Open the SyteLine Project Resource screen in one of two ways:
 From the menu bar select SyteLine >Assign SyteLine Resource.
OR
 On the SyteLine toolbar, click the Assign SyteLine Resource button.

114 | Infor SyteLine - Microsoft Office Integration User Guide

The screen looks like this:

Note: The Task Details section is enabled when you come from a project task. The Project Resources
section is disabled at this time. The Project Resources section is enabled when you come from the
material resource. The Task Details section is disabled at this time.
 Task Num - This is the number of the task.
 (Task Name) - This is the name of the task.
 Task Date - This is the date the task was entered into SyteLine either on the Estimate Project
Tasks form, the Project Tasks, or the Project Resources form.
 Task Status - You can change the status by selecting a different from the drop-down list.
Changes are updated in SyteLine during the Sync Out process.
 Start Date - Defaulted from the Microsoft project task start date.
 End Date - Defaulted from the Microsoft project task end date.
 Item - Select an item from the drop down list. The description appears automatically upon item
selection. The item cannot be changed for an existing resource.
 Description - The description of the item displays.
 Sequence - The sequence number displays. This field is read only.
 Type - Choose the type from the drop down list.
 Cost Code - Choose the cost code from the drop down list.
 Due Date - Enter a due date.
 Qty - Enter the quantity.
 Whse - Choose the warehouse from the drop down list.
 Projected Date - This field is read only. The date comes from the Project Resources form in
SyteLine.
 UOM - Choose the unit of measure from the drop down list.

Infor SyteLine - Microsoft Office Integration User Guide | 115

 Sync Out - Sync Out creates a new task or material resource in SyteLine. An update is performed
for the existing item. The following message displays when you click Sync Out.

Assigning SyteLine Work Resources

SyteLine work resources are defined on the Project Resource Type form in SyteLine. Included as
defaults are employee, user, and vendor. You can add more types on that form.
You can assign these work resources to a project task using the Assign SyteLine Work Resources
screen.
Any resources assigned by this form are added to the Microsoft Project Resources.
Select SyteLine >Assign SyteLine Resource from the menu bar to open the SyteLine Project
Work Resource screen.

 Task Num - The number of the task displays. This field is read only.
 (Description) - The description of the task number displays. This field is read only.
 Sequence - Enter a sequence to edit the existing sequence value or leave blank to create a new
sequence value.
 Work Resource Type - Select a work resource type from the drop down list.
 Work Resource Name - Select a work resource name from the drop down list. The drop-down is
filtered based on the selection in the Work Resource Type field.

116 | Infor SyteLine - Microsoft Office Integration User Guide

 Sync Out - Click this button to create a new work resource. Update is performed on the existing
resource. The following message displays when you click Sync Out:

Summary Task Information Resources Tab

In Microsoft Project, open the Summary Task Information screen.

On the Resources tab of this screen, you can select an existing work resource. The selected work
resource is added to SyteLine during the Sync Out process. If you create or select a resource which is
not a SyteLine Resource, it is excluded during the Sync Out process.

Examples

Creating a New Project in SyteLine Using Microsoft Project Client

1 Open the Microsoft Project Client.

Infor SyteLine - Microsoft Office Integration User Guide | 117

2 From the menu select SyteLine > SyteLine Project Information.

If the SyteLine menu is not available, see the installation and setup section of this guide.
3 Select the ‘Project In SyteLine’ check box.
4 Enter a project name.
5 Select a customer and ship to.
6 Select a type.
7 Select the status.
8 Select a product code.
9 Change the current date, start date, and end date if needed.
10 Click the Sync Out button, and then click Yes for the warning message. A new project has been
created in SyteLine and returns the next project number on the project column.
11 To verify that the new project is in SyteLine, open the Projects form in SyteLine and filter for the
project number returned to the above column.

Creating a New Project Task in SyteLine Using Microsoft Project

Client

Create a Single Task

1 Enter a task name (Task 1) on the Microsoft Project Client.
2 Click Assign SyteLine Resource on the toolbar.
3 Select a Status of ‘Active’.

118 | Infor SyteLine - Microsoft Office Integration User Guide

4 Click the Sync Out button, and the click Yes at the prompt.
5 This creates a new task under the project created in step one and returns the Task Num.

Create a Multiple Task

1 Enter Task 2 and Task 3 on the Microsoft Project Client.
2 Click the Sync Out button on the toolbar, and then click Yes at the prompt.
3 The Sync Out process creates two new tasks in SyteLine and returns the Task Numbers.
4 To verify the task number, select Task 2, and then click Assign SyteLine Resource. The task
number shows the new number created in SyteLine.
5 To verify the new project tasks in SyteLine, open the Project Tasks form in SyteLine and filter for
the project number created in the first step.

Creating a New Resource (Material) in SyteLine Using Microsoft

Project Client
SyteLine Project Tasks and Resources are treated as tasks in Microsoft Project Client. The Add-In will
flag the task to distinguish between tasks and resources.
1 Select an existing task from the Microsoft Project client. This task should have a valid SyteLine
task number assigned using the Sync Out process.
2 Insert a new task. Enter a short name for the task as this task name is overwritten by the Add-In
with the actual item later.
3 Indent the task under the selected task. A material resource can be created only as a child for
valid SyteLine task.
4 Click on Assign SyteLine Resource from the toolbar.
5 Enter the Item and other details as required.
6 Click the Sync Out button and then click Yes at the prompt.
7 This creates a resource in SyteLine under the selected task and displays as shown below.

8 To verify the new project resources in SyteLine, open the Project Resources form in SyteLine and
filter for the project number created in the first step.

Infor SyteLine - Microsoft Office Integration User Guide | 119

Creating a New Work Resource (Employee, User, etc.) in SyteLine
Using Microsoft Project Client
1 Select a task in Microsoft Project Client with a valid task num.
2 Click Assign SyteLine Work Resource in the SyteLine toolbar. The SyteLine Work Resource
screen appears with the selected task number and name on the header.
3 Enter a sequence number or leave blank to get the next number assigned by the system.
4 Select a work resource type such as employee or user.
5 Select a work resource name. Overwrite this name if required.
6 Click the Sync Out button, and then click Yes at the prompt. This creates a new work resource
name and assigns it to the selected task. In the example below, the employee name ‘Danny’ is
assigned to the task Task 2.

7 To verify the new work resources in SyteLine, open the Project Tasks form, filter the selected task,
and then click on the MS Work Resources tab.

Assigning Existing Work Resources to Different Tasks Using

Microsoft Project Client
1 Double-click the existing task.
2 The Microsoft Task Information screen appears. Select the Resources tab.
3 Select a resource name from the drop-down list.

Note: A user created resource is not included during the Sync process.

120 | Infor SyteLine - Microsoft Office Integration User Guide

Index
Symbols Customer Interactions form
.zip 1-9, 2-61 adding Outlook e-mails to 2-83

A Customer, setting default value from e-mail ad-

dress 2-83
Active Configs 1-17
D
Add-in, setup of 2-63
Data-Grid Pane 2-88
Address validation, in Contacts 2-74
Default Config 1-18
Appointment in SyteLine field in Outlook 2-80
Delete After Reminder field in Outlook 2-78, 2-80
Appointments
Deleting appointments 2-83
adding in Outlook 2-80
Deleting contacts 2-77
adding in SyteLine 2-81
Deleting tasks 2-79
deleting 2-83
Direct Connection 1-17
updating 2-82
Disable add-in 2-63
Auto Sync Out field in Outlook options 2-64, 2-72
Disable Auto Sync Out 2-72
B
Display form inside the default Browser field in
Balance Sheet by Account Class 1-26 Outlook options 2-64
Balance Sheet by Type 1-25 Drilldown 1-39
C E
Caching 1-38 E-mail
Calendar adding to SyteLine communication interactions
adding an appointment in Outlook 2-80 2-83

adding an appointment in SyteLine 2-81 E-mail address, setting customer from 2-83

Clear Cache 1-39 Enable add-in 2-63

configuring the Search Service 3-100 Enable Auto Sync Out 2-72, 2-75

Contact in SyteLine field in Outlook 2-75 Enable Cache 1-38

Contacts Enable SmartLink field in Outlook options 2-64

adding in Outlook 2-74 End Point 1-17

adding in SyteLine 2-76 End Point field in Outlook options 2-64

deleting 2-77 Explorer, adding forms to folders 2-95

updating 2-74 Explorer, displaying in browser 2-64

Create User Appointment in SyteLine 2-82 F

Create User Task form 2-79 Field truncation in tasks 2-78

Infor SyteLine - Microsoft Office Integration User Guide | 121

filter, specifying 2-96 Order
Follow-up date 2-84 date 2-86
form caption, renaming in Explorer 2-96 details 2-86
form filter, specifying 2-96 line 2-86
Full-Text Indexing form 3-98 number 2-86
Functions 1-44 status 2-86
G total 2-86
GL Helper 1-20 Order header information 2-86

I Outlook

IDO collections 2-60 appointments, adding 2-80

IDO Request Web Service option 2-61, 3-99 contacts, adding 2-74

IDO Web Service 1-17, 2-60 e-mails, adding to Customer Interactions 2-83

installation file location 1-9 SmartLink 2-87

Installing the add-in 2-61 store 2-66

Item 2-86 tasks, adding 2-78

L To-Do List 2-79

license for Search 3-99 P

Licensing 2-69, 3-99 Password field in Outlook options 2-63

Linking Windows user names to SyteLine sales- Populate Cache 1-39

person 2-68 Profit and Loss Statement 1-27
List Separator 1-12 property name, using in form filter 2-96
M Prospect Interactions form
Master system 2-71 adding Outlook e-mails to 2-83
MIDDLEWARE objects in SyteLine 2-69 Q
MS Outlook Sync buttons in SyteLine 2-70, 2-72 Quantity ordered 2-86
O queries 1-15
Object Authorizations for User form in SyteLine R
2-69
Record cap 2-86
registering the Search Service 3-99
Report Template 1-24, 1-25, 1-38
Report Wizard 1-23
Reporting Group 1-34
Research Options, accessing 3-100

122 | Infor SyteLine - Microsoft Office Integration User Guide

Research pane 3-102 SLNGRPGL 1-54
S SLNGRPGLBAL 1-54
Sales Contact Interactions form SLNGRPGLYTDBAL 1-56
adding Outlook e-mails to 2-83 SLPARMS 1-51
Sales Contacts form 2-73 SLPL 1-52
Sales Contacts form in SyteLine 2-70, 2-76 SLPLMTD 1-52
Sales Contacts form, displayiing in Outlook Con- SmartLink, enabling or disabling 2-64
tacts tab 2-77 SmartLink, example 2-88
Salesperson Cross-Reference form in SyteLine SmartLink, using 2-87
2-76
SOAP protocol 2-60
Salespersons form in SyteLine 2-68
Sync In vs. Sync Out 2-71
Search Items form 2-88, 3-98
Sync Out All
Search Preferences form 2-88
relationship to Auto Sync Out 2-64
Search Preferences link in Add-ins 2-64
SyteLine
Search Service URL 3-100
appointments, adding 2-81
search, example 3-97
contacts, adding 2-76
SearchCatalog 3-98
Create User Appointment form 2-82
Sending E-mail Attachments 2-85
Create User Task form 2-79
Set Search Preference field in Outlook options 2-
64 default record cap 2-86
Ship-To name 2-84 Object Authorizations for User 2-69
SL Config field in Outlook options 2-64 Sales Contacts form 2-70, 2-73, 2-76
SLDESC 1-44 Salesperson Cross-Reference form 2-76
SLGL 1-45 Salespersons form 2-68
SLGLBAL 1-47 Task List form 2-59, 2-70, 2-73, 2-78
SLGLTRAN 1-49 tasks, adding 2-79
SLGLYTDBAL 1-55 User Calendar form 2-59, 2-70, 2-73, 2-81
SLGRPDESC 1-53 viewing MS Outlook Sync buttons 2-70
SLGRPGL 1-53 SyteLine Application Search Web Service 3-99
SLGRPGLBAL 1-54 SyteLine Explorer module 2-60
SLGRPGLYTDBAL 1-54 SyteLine User ID field in Outlook options 2-63
SLNGL 1-49 SyteLineAutomation license 2-69, 3-99
SLNGLBAL 1-51 SyteLineOfficeIntegration license 2-69
SLNGLTRAN 1-51 [Link] 2-61

Infor SyteLine - Microsoft Office Integration User Guide | 123

[Link] 4-106 U
T Unit price 2-86
Task in SyteLine field in Outlook 2-78 URL of the Search Web Service 3-100
Task List form 2-59, 2-70, 2-73, 2-78 User Calendar form 2-59, 2-70, 2-73, 2-81
Tasks V
adding in Outlook 2-78 Vendor Interactions form
adding in SyteLine 2-79 adding Outlook e-mails to 2-83
deleting 2-79 SyteLineOfficeIntegration 2-61
field truncation 2-78 SyteLineOfficeIntegrations 1-9
updating 2-79 Viewing E-mail Attachments in SyteLine 2-86
temporarily disable add-in 2-63 W
To-Do List in Outlook 2-79 Web Client URL field in Outlook options 2-64
Trial Balance 1-26 Web Service Client URL 1-19

124 | Infor SyteLine - Microsoft Office Integration User Guide