UnForm’s End-to-End Document Management Solution creates, captures, stores, retrieves, and delivers documents and the data they contain to automate business processes. UnForm’s integration with Infor Distribution ERPs can be deployed as either a complete Document Management Solution or as individual components to fill specific functionality needs. Licensing options include On Premise, SaaS and a fully Hosted solution.
This session will provide an overview of UnForm v11 updates and enhancements including: • New faster server. • New menu system that streamlines daily use. • Updated security that brings stronger encryption and more secure access. • Improved library structures for greater flexibility and control. • A rewritten command line client that is faster and has new capabilities.
We will also present a brief introduction to our AI driven Intelligent Document Processing module that dramatically simplifies document capture, data extraction and data entry automation capabilities.
How Infor CSD, CSDE & SX.e Users Are Protecting Margins with EDI Every distributor knows the sting of an EDI chargeback - they are one of the most persistent margin challenges you may face. Pinpointing where data breaks down and closing that gap is what stops chargebacks, rejected shipments, and fulfillment delays at the source.
For years, UniLink has worked with Infor Distribution users, and we’ve seen the same failure patterns appear repeatedly across CSD and SX.e environments. In this session, we’ll talk through where these problems originate, why they are easy to miss, and what it takes to resolve them before they travel downstream and reach your trading partners.
We'll focus time on the ASN (EDI 856), the document responsible for more chargebacks and warehouse fulfillment issues than any other in distribution. We’ll show you how UniLink’s new solution cleans up complex or broken Advanced Ship Notices in CloudSuite and automatically turns them into accurate, carton-level shipment data.
This session is ideal for operations managers, warehouse and fulfillment leaders, IT directors, and finance professionals at companies running Infor CSD, CSDE or SX.e and who work with trading partners that require EDI compliance — especially those selling to or purchasing from big-box retailers, national distributors, or any partner with strict ASN requirements.
AI is at the center of every conversation right now, but most teams still aren’t clear on where it actually fits or how to use it in a way that delivers real value. In this session, you will learn how to ask questions in plain language and get immediate insights from your data, how to connect sales, inventory, finance, and CRM in seconds, how leading companies are already using AI to move faster and outperform those who are not, and how to use AskQ to put yourself at the forefront by spotting opportunities and taking action in real time.
Forward orders are automated. Returns are not. A return must undo every step of a transaction that touched your sales team, customer service, purchasing, warehouse, and finance - all simultaneously, all manually. The result: missed vendor credits, AR disputes, and a labor cost that doesn't show up cleanly on any single line of your P&L.
This session shows how AI is finally closing that gap - and how distributors across HVAC, plumbing, electrical, and industrial are using it to calculate, and eliminate, the true cost of their returns process.
