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Infor GenAI Platform - Using Infor Business Context with Agents
Configure Infor Business Context (IBC) so GenAI Platform agents can use screen-level context without manual user input.
Infor Business Context is an Infor OS feature that lets Infor applications in the Infor OS Portal share details about the user's current screen. This video shows how the IBC toggle, agent description, and instructions work together to give agents contextual responses inside Infor applications. By the end, you'll know how to configure and test an agent that responds to the user's current application context.
0:00 - Introduction to Infor Business Context
0:30 - How screen-level context supports agents
1:11 - Prerequisites and example agent overview
1:51 - Viewing the live IBC payload with Context Viewer
2:19 - Enabling IBC in the GenAI Factory
3:03 - Configuring the agent description and instructions
5:10 - Inspecting and testing the live screen context
7:02 - Common configuration mistake and key takeaways
Documentation:
• Infor Business Context in GenAI agent: https://docs.infor.com/inforgenai/2026.x/en-us/genaiug_internal/jzc1745598684270.html
• Creating an agent: https://docs.infor.com/inforos/2026.x/en-us/useradminlib_cloud/genaiug/jwk1741108409697.html
• Infor Developer Portal: https://developer.infor.com
For a business overview:
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforGenAI #InforBusinessContext #InforOSEnablement
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Infor GenAI Platform
Learn how to create custom guardrails in the Infor GenAI Factory: Ban List, Restrict to Topic and PII Detection.
This video walks through Ban List, Restrict to Topic, and PII Detection guardrails, including how to configure and test each type.
00:00 – Introduction to GenAI Guardrails
00:50 – Standard vs. Custom Guardrails
02:28 – Creating a Custom Guardrail
03:29 – Configuring a Ban List Guardrail
05:10 – Configuring a Restrict to Topic Guardrail
06:00 – Configuring a PII Detection Guardrail
06:50 – Testing Custom Guardrails
09:48 – Key Considerations and Best Practices
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIGuardrails
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Infor CloudSuite Usage Report
Learn to use the API Gateway tile in the Infor CloudSuite Usage Report to monitor API consumption.
Discover how to interpret API executions and service account authentications, analyze trends, and identify which tenants are contributing to usage.
00:00 – Introduction to API Gateway Usage
00:45 – Understanding API Execution Consumption
02:21 – Exploring the API Gateway Tile
03:29 – Analyzing API Execution Trends
04:28 – Understanding Service Account Authentications
05:54 – Filtering Daily and Hourly Usage Data
07:15 – Exporting Usage Data for Further Analysis
08:00 – API Gateway vs. Cloud Egress Metrics
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforConcierge #TheIndustryCloudPlatform
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Infor GenAI Platform
Learn how to use the Prompt Catalog in Infor GenAI to create, test, publish and reuse generative AI prompt templates.
This video walks through prompt authoring, variables, model settings, document-based prompting, and publishing workflows, while sharing best practices that help prompt engineers build reliable, reusable AI solutions with confidence.
00:00 Introduction to the Prompt Catalog
01:24 Navigating the Prompt Catalog & Prompt Lifecycle
02:50 Creating a New Prompt Template
04:41 Building Prompts with System Prompts & Variables
06:36 Selecting Models & Configuring Settings
09:20 Saving Variable Collections & Testing Prompts
11:16 Creating and Testing a Summarization Prompt
13:40 Publishing Best Practices & Key Takeaways
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIPromptCatalog
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Infor GenAI Platform
Learn how to edit, duplicate, import, export and delete tools in the Infor GenAI Factory.
Discover recommended best practices for safely testing changes, moving tools between tenants, protecting standard out-of-the-box tools, and make sure agents continue to function correctly as your GenAI environment evolves.
00:00 Introduction & Overview
01:26 Editing Tools
02:23 Duplicating Tools
03:38 Exporting Tools
04:02 Importing Tools
04:50 Deleting Tools
05:13 Best Practices & Common Pitfalls
05:45 Key Takeaways & Next Steps
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIToolsAndAgents
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Infor CloudSuite Usage Report
Learn to find which services and resources drive Cloud Egress in the Infor CloudSuite Usage Report.
This video walks through filtering and analyzing Cloud Egress usage data across tenants, API Gateway, ION integrations, and Data Fabric, helping administrators investigate spikes, understand usage patterns, and proactively manage egress before it impacts subscription limits.
00:00 Introduction to Cloud Egress Usage Details
00:33 Accessing the Usage Details Page
00:01:03 Understanding Filters and Time Intervals
00:01:49 Exploring the Usage Details Table Columns
00:02:39 Investigating API Gateway Egress Activity
00:03:55 Understanding ION Integration Egress Sources
00:04:51 Data Fabric Egress Attribution and Reporting
00:05:57 Best Practices for Monitoring Cloud Egress Consumption
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforConcierge #TheIndustryCloudPlatform
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Infor GenAI Platform - Using the GenAI Python Script Builder in ION
Learn how to use the generative AI Python script builder in Infor ION to generate, refine, and test Python scripts.
0:00 Introduction and what the script builder does
0:47 Overview of the GenAI Python script builder
1:05 Prerequisites: feature access and scripting permissions
1:23 Creating a new script and declaring variables
1:38 Opening the Generate Script panel
1:58 The four quick action templates
2:38 Walking through the create a script template
3:33 The refine script template
4:06 Filling in the template for this demo
5:08 Generating the script
5:33 Reviewing the AI disclaimer
5:45 Inserting the generated script
5:51 Running validation and testing
6:21 Using the refine script action
6:52 Generating and testing the refined script
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor ION: https://www.infor.com/platform/ipaas
• What is iPaaS?: https://www.infor.com/platform/ipaas/what-is-ipaas
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAIEmbeddedExperience #InforION
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Infor GenAI Platform - Creating Conversation Starters in the GenAI Factory
Learn how to set up conversation starters in the Infor GenAI Factory so users can find and use your AI agents.
00:00:28 - What are conversation starters
00:01:22 - Prerequisites and setup
00:02:11 - Create your first starter
00:03:36 - Add starters with variables
00:03:59 - See it from the user's perspective
00:04:43 - Import and export starters
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIConversationStarter
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Infor GenAI Platform - Configuring Focus Mode in the GenAI Factory
Learn how to configure focus mode in the Infor GenAI Factory and use it from the GenAI Assistant.
Topics covered:
0:00 Introduction and what focus mode does
0:20 Why focus mode matters as agents scale
1:37 Prerequisites: feature flag and existing agents
2:43 Creating a new focus mode
3:09 Name, logical ID, icon, and model
3:49 Status and IBC toggle
4:13 Adding agents to a focus mode
5:34 Writing the description
6:20 Instructions and task control
7:32 Saving and reviewing the focus mode list
8:09 Testing without focus mode active
8:56 Activating focus mode and retesting
9:52 Exiting focus mode
10:49 Recap and next steps
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIFocusModes
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Infor GenAI Platform - Creating an Agent in the GenAI Factory
Learn how to create AI agents in the Infor GenAI Factory and link them to tools you have already built.
An agent is what connects your tools to your users.
This video assumes the tools you plan to assign already exist and are turn on in the GenAI Factory. If you haven't watched the tool creation video yet, that's a good starting point.
Topics covered:
0:00 Introduction and what an agent does
0:59 Prerequisites: tools and factory access
1:29 Creating the agent and naming conventions
2:18 Choosing a model for your agent
3:15 Writing a description for accurate routing
4:12 Instructions and task control overview
7:22 Assigning tools to the agent
8:42 Human in the loop and review required
9:37 Adding utterances and setting permissions
10:34 Testing the agent in chat
12:29 Exporting and importing agents across tenants
14:18 Recap and next steps
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIFactory
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Infor GenAI Platform - Creating Tools in the GenAI Factory
Learn how to build tools in the Infor GenAI Factory so an AI agent can take real actions against your APIs.
Topics covered:
0:00 Introduction and what you'll build
0:47 Prerequisites: API gateway access and GenAI factory permissions
3:03 Documenting API request instructions
4:30 Documenting API response instructions
6:19 Creating the Get Current User tool with Swagger
8:10 Creating the Update User Profile tool
9:29 Two things to watch for when building tools
9:58 Recap and next steps
Learn more:
• Infor Developer Portal: https://developer.infor.com
• Infor Documentation Central: https://docs.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIFactory
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Infor GenAI Platform
See how the GenAI Factory in Infor GenAI brings together custom AI assistants, tools, AI agents, focus modes and chat.
This video walks you through how the factory works, the building blocks behind a custom AI assistant, and how the pieces fit together to create assistants suited to your company's own terminology and workflows.
0:00 Introduction
0:32 The Idea Behind the GenAI Platform
1:14 Security Roles You Need to Know
2:01 Tools: The Building Blocks
2:38 Agents: The Coordinators
3:11 Putting Tools and Agents Together
3:41 Focus Modes
4:04 Testing in Chat
4:37 Conversation Starters
5:05 Common Pitfalls
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #InforGenAIFactory
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Configuration Management with Local Packages - Creating a Package with Manual Selection
Learn how to create a Local Package in Infor OS Configuration Management by manually selecting resources.
Discover how to efficiently manage your configuration packages in Infor OS.
00:00 Introduction
00:59 Local Packages
01:20 Creating a Local Package
01:47 Package Properties
01:57 Export Options
02:16 Applications
02:30 Package Options
04:58 Review and Submit
05:19 Creation Progress
05:50 Local Package Details
Learn more:
• Create a local package without tags: https://docs.infor.com/inforgenai/2026.x/en-us/genaiug_internal/default.html?helpcontent=jzc1745598684270.html
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal
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Infor Agent Platform with GenAI Factory
See how the GenAI Factory in Infor GenAI brings together custom AI assistants, tools, AI agents, focus modes and chat.
This video walks you through how the factory works, the building blocks behind a custom AI assistant, and how the pieces fit together to create assistants suited to your company's own terminology and workflows.
0:00 Introduction
0:32 The Idea Behind the GenAI Platform
1:14 Security Roles You Need to Know
2:01 Tools: The Building Blocks
2:38 Agents: The Coordinators
3:11 Putting Tools and Agents Together
3:41 Focus Modes
4:04 Testing in Chat
4:37 Conversation Starters
5:05 Common Pitfalls
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor GenAI: https://www.infor.com/platform/enterprise-ai/gen-ai
• What are AI agents?: https://www.infor.com/platform/enterprise-ai/what-are-ai-agents
• What is agentic AI?: https://www.infor.com/platform/enterprise-ai/what-is-agentic-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforGenAI #TheIndustryCloudPlatform
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Configuration Management - Local Packages & Working with Tags
Learn to create, lock, open up and delete Tags for Local Packages in Infor Configuration Management.
00:00 Introduction
01:18 Navigation
01:38 The List of Tags
01:53 Creating a Tag
03:40 Adding Resources
04:52 The Tag Details dialog
05:17 Locking and Unlocking a Tag
06:59 Deleting a Tag
07:27 Recap
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal
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Configuration Management
Overview of Configuration Management in Infor OS: Local, Global and Hybrid Packages, use cases and package types.
00:00 Agenda
00:48 Introduction
01:08 Resource Classification
01:47 Use Cases
02:28 Package Types
03:11 Local Packages
04:40 Global Packages
05:41 Hybrid Packages
06:34 CloudSuite Self-Service Portal
07:04 Recap
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal
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Using OAuth2 authentication with your own Microsoft 365 SMTP server
Set up Infor OS to send email through your Microsoft 365 SMTP service with OAuth2, before Basic Authentication ends.
See how you can set up Infor OS to use your Microsoft 365 SMTP service and authenticate using the OAuth2 protocol.
00:00 Introduction
01:44 Register Application in Azure
03:00 Add API Permissions
03:44 Register Service Principal in Exchange
05:24 Enable SMTP OAuth for the User
05:48 Set up Domain and SMTP in Self-Service Portal
08:42 Recap
Learn more:
• Exchange Online to retire Basic auth for Client Submission (SMTP AUTH): https://techcommunity.microsoft.com/blog/exchange/exchange-online-to-retire-basic-auth-for-client-submission-smtp-auth/4114750
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor ION: https://www.infor.com/platform/ipaas
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOSEnablement #InforConcierge #TheIndustryCloudPlatform
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How Kattsafe scales rapid growth with Infor Velocity Suite
See how Kattsafe automated order creation in under 30 days with Infor Velocity Suite, with 88% faster order processing.
Kattsafe, a global height-safety manufacturer, was growing fast—but manual order entry was slowing them down.
The solution? Infor Velocity Suite—deploying AI-powered OCR, RPA, and API integrations to fully automate their order creation process in under 30 days.
Measurable results:
• 88% faster order processing
• 700+ hours saved annually
• Manual keying errors virtually eliminated across all markets
Now, Kattsafe is expanding automation to more processes using continuous process mining insights, building a scalable foundation for long-term growth.
Learn more:
• Infor ERP for industrial manufacturing: https://www.infor.com/solutions/erp/industrial-manufacturing
• Infor for industrial manufacturing: https://www.infor.com/industries/industrial-manufacturing
• Infor Velocity Suite: https://www.infor.com/platform/velocity-suite
• More Infor customer stories: https://www.infor.com/customer-stories
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforVelocitySuite #Manufacturing #Automation
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Getting Started with AI: Infor Velocity Suite and the Agentic Enterprise
Enterprise AI starts with accessible machine learning: Infor AI turns data into predictions across your organization.
This video also covers Infor Velocity Suite, which brings together Infor Industry AI Agents, embedded GenAI experiences, Infor Process Mining, Infor Value+ automations and implementation expertise.
In this session, we'll show how Infor AI supports both citizen data scientists and machine-learning experts, covering the platform's core capabilities and practical steps to create and deploy an AI model in an Infor environment.
By the end, you'll know how to start applying AI to your business problems within your Infor environment.
Learn more:
• Infor Velocity Suite: https://www.infor.com/platform/velocity-suite
• Infor enterprise AI: https://www.infor.com/platform/enterprise-ai
• See Infor Velocity Suite in action: https://www.infor.com/see-our-software/velocity-suite
• What is enterprise AI?: https://www.infor.com/platform/enterprise-ai/what-is-enterprise-ai
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforVelocitySuite #InforOS
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Meet Jamie Phillips: Infor's Award-Winning Payroll Expert
Meet Jamie Phillips, 2026 Payroll Man of the Year, and see how his payroll expertise supports Infor WFM customers.
Infor WFM is powered by people who live and breathe payroll. Jamie brings that deep, hands-on knowledge directly to our customers, helping them move through complexity and achieve payroll excellence.
Learn more:
• Learn about Infor: https://www.infor.com/about
• Careers at Infor: https://www.infor.com/about/careers
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforWFM #PayrollExcellence #Payroll
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How Infor helped Coram boost its warehouse efficiency
See how Coram used Infor warehouse management system (WMS) software to cut travel distance 25% and speed up picking 15%.
Coram, a European bathroom fixture and accessories manufacturer, needed a smarter way to manage warehouse operations during peak demand. Coram turned to Infor WMS and Infor Velocity Suite, implementing AI-driven pick path optimization to replace static routes.
The results:
• 15% faster picking
• 25% less travel distance
• 3,000 order lines per day
Learn more:
• More Infor customer stories: https://www.infor.com/customer-stories
• What is a WMS?: https://www.infor.com/solutions/scm/warehouse-management-system/what-is-wms
• Infor warehouse management system (WMS): https://www.infor.com/solutions/scm/warehouse-management-system
• Infor industry cloud ERP: https://www.infor.com/solutions/erp/industry-erp
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#Infor #WMS
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April 2026 Infor OS Platform Updates: UX & Application Development
Join us for Part 3, the last session of our webinar series on Infor OS Platform updates from this year’s April Release.
This final session showcases updates to the platform’s UX and app development capabilities.
In this webinar, we’ll go through improvements to:
• Mongoose
• OS Portal
• IFS
Learn more:
• Infor Documentation Central: https://docs.infor.com
• Infor Developer Portal: https://developer.infor.com
• Infor Industry Cloud Platform: https://www.infor.com/platform
• Infor ION integration platform: https://www.infor.com/platform/ipaas
About Infor: Infor is a global leader in cloud-based, industry-specific enterprise software, serving more than 60,000 organizations worldwide.
#InforOS
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April 2026 Infor OS Platform Updates: Integration & Automation
Join Part 2 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Discover new improvements and features for integrating and automating within the Infor OS Platform.
This session covers updates for:
· API Gateway
· BaaS
· ION
· IDP
· RPA
· Notification Center
#InforOS
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April 2026 Infor OS Platform Updates: Data & Intelligence
Join Part 1 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Explore new capabilities and enhancements to data and intelligence components of the Infor OS Platform.
This session covers updates for:
· AI
· Birst
· Data Fabric
· EPM
· GenAI
· GRC
· Process Intelligence
#InforOS
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Getting Started with Infor Mongoose
Join our live session to start your journey or expand your knowledge of Infor Mongoose.
This session will show how Mongoose, Infor’s extensibility engine, offers agile innovation that’s secure and upgrade friendly without touching your core applications.
We'll also cover:
Solution demos
A tour of its key capabilities
Building an Infor Portal widget
#Infor #Developer #Extensibility
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Managing & Calling Flows via API
Learn how to manage and trigger custom document processor flows using the Infor Document Processor (IDP) API. In this tutorial, we show how to:
Identify and use a custom document processor flow - 00:18
Locate and apply the correct flow GUID - 00:35
Upload documents and create jobs via the API Gateway - 00:47
Retrieve extracted values using the job ID - 01:25
Work with both custom and pre-built flows - 02:06
Whether you're building automations or integrating document intelligence into your apps, this is your quick guide to get started.
Your next steps: Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices. Follow us for the latest innovation updates.
#Developer #Infor #API
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How Infor Velocity Suite automates complex sales order processing at Benchmark Electronics
Benchmark Electronics supports more than 250 customers across industries—from healthcare to aerospace—each with unique requirements and timelines. For one major $25 million customer, managing daily orders and change requests through PDFs meant hours of manual work and constant rechecks.
To break that cycle, Benchmark Electronics partnered with Infor™ to deploy Infor Velocity Suite and automate the entire process. Using a combination of advanced technologies including robotic process automation (RPA), and generative artificial intelligence GenAI-powered document processing, the system extracts data from sales order documents regardless of layout to validate and flag discrepancies. This end-to-end automation turns a time-consuming process into a faster, error-resistant workflow.
Infor Velocity Suite enabled Benchmark Electronics to:
• Automate complex, PDF-based order processing across 250 customers with different order document layouts
• Reduce manual effort and costly errors with GenAI-driven validation
• Spark company-wide demand for new automation initiatives
Get more information and connect with an Infor Business Development Representative: https://bit.ly/4oUYPAg
View more Infor customer stories here: https://bit.ly/42jgnh6
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How to Leverage the Power of OCR with IDP
This webinar serves as a course on the basics of IDP and using LLM's as the backbone for OCR.
In this session, we'll show you how to create a document-processor flow for invoice processing, and how IDP can be leveraged for wide array of use cases. We will also showcase IDP's new features, like model versions, that make configuring and editing flows easier than ever before.
#Developer #Infor
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Meet the Winners of the 2025 Infor Community Hackathon
Since June, our customers, partners, and Infor employees from around the world have been creating cutting-edge solutions with the Infor Industry Cloud Platform. This video shows Infor Leadership announcing the hackathon winners at the awards ceremony during Infor TechX in Orlando, Florida.
Join the conversation and see our upcoming developer events in the Infor Community: https://community.infor.com/categories/developer
Visit our Developer Portal for tutorials and best practices: https://developer.infor.com/
Get monthly updates on developing with Infor in our newsletter: https://developer.infor.com/hub/newsletter
Click here to see all hackathon finalists and their project demos: https://community.infor.com/categories/hackathon
#Infor #InforOS #InforCommunityHackathon2025 #TechX2025
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Financial Planning & Analysis with Infor EPM Excel Integration
Unlock the power of Infor EPM Excel integration. In this tutorial, we show how to connect Excel with Infor EPM for faster reporting, smarter analysis, and more efficient financial planning. Learn how to set up the Excel add-in, build dynamic reports, and apply best practices to streamline your budgeting, forecasting, and performance management processes—all within the familiar Excel environment.
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