This article is part of our CloudSuite Industrial Feature Focus series.
Each post highlights a specific feature within Infor CloudSuite Industrial (CSI). In this one, we’re analyzing Core Transaction Sets.
You’ll get a clear explanation of how it works and expert insight from Visual South’s Nick Mendolia. Nick has implemented ERP for real manufacturers and knows what the documentation doesn’t tell you.
Here’s what we’re focusing on today:
- Feature: Core Transaction Sets
- Module: Process Intelligence
- Product: Infor CloudSuite Industrial (CSI)
Core Transaction Sets Overview
Core transaction sets in Infor CloudSuite Industrial (CSI) are structured tools used during implementation to guide the system setup. Rather than representing live transactions, they act as a roadmap for entering foundational data into a new CSI environment.
This includes guidance on the order in which to load records like chart of accounts, product codes, item masters, and routing information. By following these structured sets, teams can avoid common pitfalls, reduce rework, and ensure that the ERP is configured with the right data from the start.
Each set also includes examples and recommended parameter values to help configure the system efficiently. They’re part of CSI’s broader focus on implementation acceleration and standardization.
Expert's Take on Core Transaction Sets
Nick Mendolia explains that core transaction sets in CSI are less about workflow automation and more about providing structure for implementation. These sets act like a checklist of data points that need to be entered into a new database in a specific order.
"They are just basically a sheet for implementation purposes that allow you to understand which data points you need to enter into."
This helps guide teams through the setup process—starting with items such as the chart of accounts, product codes, and item masters—so that everything is entered in the correct sequence and nothing is missed.
Nick adds that these sets also include recommendations and examples for configuring system parameters properly. This makes it easier to launch with confidence and avoid configuration missteps.
"It'll bring you in order from entering your chart of accounts and your product codes and your items and so on... with examples and recommendations of what a lot of your parameters should be set up at."
Related CloudSuite Industrial Resources
Want to see CloudSuite Industrial in action? Access the full demo gallery below.
