Infor CSD automation
Runtara automates the operations work around Infor CloudSuite Distribution and SX.e: customer orders, supplier invoices and product data move into the ERP automatically, and your team handles only the exceptions. Our team has integrated Infor CSD and SX.e for distributors.
Add-onCommon among electrical and industrial distributors, the segment we work with first. Electrical distributors
01 / Workflows
What you can automate.
Customer orders into Infor CSD
Customer orders that arrive by email, PDF, EDI or API become Infor CSD sales orders, with exceptions held for a person.
Supplier invoice processing
Supplier invoices matched against purchase orders and receipts in Infor CSD, with variances held for approval before they are posted.
Product data and pricing
Supplier price changes from letters, spreadsheets or files go into Infor CSD price lists and items, with unclear changes held for review.
EDI with trading partners
Orders, invoices and ship notices exchanged with customers and suppliers over EDI or SFTP, connected to Infor CSD by our team.
02 / Connection
How the connection works.
For CloudSuite Distribution, Runtara connects through Infor's ION API Gateway. For SX.e on your own servers, it connects directly once network access is in place, for example through a VPN.
EDI and file exchange cover trading partners that do not use the API. Our team scopes the connection with your ERP administrator during implementation.
Each workflow step declares the connection it uses, and the runtime denies anything else. There is no custom code for your team to own or maintain.
03 / Approval
Exceptions wait for a person.
In the illustrative order PO-58213, five lines match the customer, items and contract prices. Line 04 is priced $26 above contract and is held. Inside sales approves the contract price, and the workflow creates the sales order in Infor CSD.
Everything else posts automatically. One query against the instance database returns the order, the match, the approval, and the ERP response.
04 / Availability
An add-on integration.
Infor CSD is an add-on, sold separately on request. It is not included in any plan or in the open-source engine. Ask about Infor CSD
- Open-source engineAGPL-3.0, run and operate it yourself.Not included
- CloudWe host and manage your instance.Add-on
- EnterpriseYour cloud or on-premises, supported by our team.Add-on
05 / Questions
Common questions.
Has your team integrated Infor CSD before?
Yes. Our team has integrated Infor CloudSuite Distribution (SX.e) for distributors, so the connection behind the workflow is work we have done before.
How long until it is live?
Live in two weeks once access is in place: API keys, system URLs and endpoints, credentials, the specs for your files and EDI documents, and network access for Runtara.
Is Infor CSD included in my plan?
No. Infor CSD is an add-on, sold separately on request, and not included in Cloud, Enterprise or the open-source engine. Our team quotes it together with the connection and field mappings for your setup.
Can a person approve before anything is written to the ERP?
Yes. A workflow holds an exception for approval and writes to Infor CSD only after the person decides. The run keeps the source, the decision, who made it, and the ERP response together.
Which other ERPs do you work with?
Our team has integrated Odoo, QuickBooks, Business Central, Epicor Prophet 21, Epicor Eclipse. Other ERPs that expose an API, EDI or file exchange are scoped during implementation.
Bring your Infor CSD process.
Start with a paid pilot of one real process, such as order intake. Our team builds and runs it, live in two weeks once access is in place.
All product names, logos and brands are the property of their respective owners and are used here in good faith, only to identify the systems Runtara connects to. Their use does not imply any affiliation with, or endorsement or sponsorship by, those owners.