Operations Overview

Steves Value Stream

How work flows across the ERP backbone, production floor, and support systems — from a purchase order to a shipped, invoiced product.

Lane

Infor Cloud Suite

ERP backbone

Purchasing

  • Replenishment
  • PO Entry
  • Receiving
  • Parts Definition

Shipwell

  • Pallet Definitions
  • Truckload Assignment
  • Pallet Labeling
  • Pallet Loading
  • Shipping Paperwork

Invoicing

  • Preparation
  • Delivery

Financial

  • Accounts Payable
  • Accounts Receivable
  • Cash Management
  • General Ledger

Defect Plan

  • VDM Processing
  • Reject Reporting
  • FIR Processing
Lane

CAPM

Production execution

Assignment

  • Production IDs
  • Ticket Generation
  • Report Creation

Pre-Production

  • Material Preparation
  • Core Router Process
  • Material Gathering

Production

  • Posting Process
  • Machine Integration
Lane

Support Systems

Customer & EDI

Sales Order Entry

  • CSR App
  • HC Order Management

EDI Processes

  • Sales Orders
  • ASN
  • Invoices

Phase 1 Implementation · Walkthrough

How an order moves through the system

A guided tour for internal stakeholders. Step through each stage to see which system owns it, who's responsible, and what hands off to the next team.

Support SystemsStep 1 of 10

Order captured

Owner: CSR / HC Order Management / EDI

A new customer order enters the business one of two ways: keyed in through the CSR App or HC Order Management, or received automatically via EDI from a trading partner. Either path produces the same sales order record — this is the single point of entry every downstream system depends on.

Inputs

  • Customer PO (manual entry)
  • EDI 850 Purchase Order (automated)
  • Line items & quantities
  • Requested ship date

Hands off

  • Sales order draft in Sales Order Systems
Next: Order pushed to ERP

Exception: Defect Plan

If a defect is found at any point, VDM Processing, Reject Reporting, and FIR Processing run in parallel — they do not stop the main flow but must be resolved before invoicing closes.

Integration

Systems Integration Overview

The three systems and the data exchanged between them — orders flow in, production status flows back.

Sales Order Systems

Infor Cloud Suite ERP

CAPM

Sales ↔ Infor

Systems Engagement
  • Form orders and deposit to Infor
  • Pull back order details for modification
  • Send any order modifications to Infor

Infor ↔ CAPM

Systems Engagement
  • Send new orders to CAPM
  • Send order modifications to CAPM
  • Send production status to Infor
  • Send ticket completion to Infor (raw material → finished goods)