Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services...

Infor XA Release 7Advantages for Users

Deborah Vermillion, VP Consulting Services Deborah Vermillion, VP Consulting Services

[email protected]@cistech.net

Mike Taylor, VP SalesMike Taylor, VP Sales

[email protected]@cistech.net

Agenda

1. What is XA Release 7?2. What are the improvements? 3. Summary

What is XA Release 7?

Java Architecture InfrastructureNETWORK

server iSeries

Application Server

Web Server

Custom Definition

Server

Database

DB2/400HTML Server

XML Server

iSeries

Application Server

Database

DB2/400

Legacy Architecture

One platform for total enterprise integration

QualityJDBCJDBC

Custom Custom System System

(SQL Server)(SQL Server)

Infor XAInfor XAUserUser UserUser

CustomizeCustomizeXMLXMLHTMLHTMLWSWS

Other SystemOther SystemXMLXML

Thin Thin ClienClien

tt

Web Web SiteSite

WSOfficeOffice

ExcelExcel


Java Architecture User Interface


What is XA Release 7?Powerful Functional Enhancements ..now and in the future


New Applications

• Lean Execution and Planning (LEAP)– Integrates Lean execution with MO’s or REP schedules

Infor Supply Web– Electronic Supplier Communications

Infor Enterprise Asset Management Leverage Infor’s Solution Library

Agenda

1. What is XA Release 7?

2. What are the improvements? 3. Summary

Implement at your own pace

Release 6 Green Screen

MMMM PMPM EPDMEPDM OBPMOBPMCSMCSM

R 6 Browser ‘Smalltalk’

IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink

Release 7 Green Screen

R 7 Browser Java

What are the improvements?

1. Easy Access to Information improves decision making

2. Improved Application Functionality

3. Enhance XA to meet your specific needs

4. Connectivity and collaboration beyond your walls

• Quick change

• Graph cards

• Compound cards

• Presentation schemes

• Subset tip text

• Cascading subsets

• Power expand

• URL & e-Mail buttons

• Attachment count

• Column statistics

• User definition favorites

• Express customization

• Logical field tip text

• Change templates

• Code files delete

• Auto logoff

• Auto key generation

• Open action

• Workspaces

Easy Access to Information

Express customization

• Change columns or subsets with a couple clicks

Power Expand

• Expand n levels• Auto expand on open• No more clicking plus signs over and

over

Open Action• Double-click an

object to ‘open’ it• Any navigation or

maintenance action

• Can set Alt-open and Crtl-open, too

Compound card layouts

Compound Card Layouts

Highlight Exception Items

• Color based on subset criteria• Can do more than one at a time

• Graph data on a card– Pie charts, bar charts, stacked bar…

• Multiple fields, multiple records• Drill down to supporting data• Customize subsets, sorts, max number

Graph Cards

Column Totals and Statistics

Quick Change

Open Action

Logical Field tip text

• Description of calculation• “Not obvious” ones• Words plus numeric values for this

object

?

Logical field tip text

Logical field tip text

Multi-select Delete

Output & Notification

• Print spool (always)• Save to PC file

– Text, HTML, PDF

• Notify via e-mail• Send output as attachment via e-

mail– Some MAPICS objects allow distribution

Report output

Typical report

Two new cards

Notification

Send notification to yourself or someone else

Include variables in subject or body.

Report output

Save as PC-compatible file

Send as an attachment

You can save without sending, and vice versa.

Send to…

• Like Local Print attached to e-mail– Creates PC-compatible file

All Available over the Internet

PO P012345 for $11,283.19 needs approval

Proactive Notification with Alerts

2. Improved Application Functionality

• R7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc)

• R7 is the platform for integration to Infor Extensions

CSM – COM Equivalence

• Item Availability• Order copy• Features & Options• Kitting• End Order statistics• Commission

maintenance• CA+ Integration

• Additional maintenance– Salesreps– Unit of Measure

Conversion– Standing Orders

• Copy from History– Can delete multiple

detail records

• Feature/Option inquiry• EPDM Control File (Application Settings)• Host jobs

– Cost generation– Roll Current to Standard– Migrate Engineering Data (PDM to EPDM)– Activate EPDM– Activate APC

• Table maintenance– Labor Overhead– Purchase Overhead

EPDM – PDM Equivalence

EPDM – New features

• Recost affected assemblies (selective run)

• Cost simulation object• Costed indented bill inquiry

Initiate costing run from the client

• Host job from Site or Item Revision• Include affected assemblies

Recosting this…

AffectedAssemblies

…automatically recosts these

Where used

Cost Simulation object

• Multiple runs• Unrestricted choice of parameters

(vs. green screen)• Results saved• Results visible via UI (vs. printout)

Simulation results

Default:

• Sort by variance

• Variance not zero

Results at total item level…

…and by cost element…

…and by summary.

Simulation choices

• Facility values• Overhead code

--- OR --- • Material

--- OR --- • Material by Item

Class• Facility percents

What if you want to simulate…• Increased steel and overhead

cost?• All that with possible new labor

contracts?

Simulation parameters

Summaries are easy to set up

L/O Table by site

• Labor/Overhead tables by Site– Previously was in SYSCTL– Common to all sites

• If not common to all sites…– Be careful when copying across sites

• Can have more codes– Field changed to alphanumeric (36

characters)

Costed Indented BOM Inquiry

• Costing added via Details– Standard or Current– Cost elements displayed for each item

• S-number filter– Can prompt for options (same as CSM)

• Summary costs– Options– Effective date– Extended quantity

Cost elements

Summary costs

Costed Indented Bill of Material

Two new objects

• Base Price• Foreign Language Description• Both allow entry & maintenance by

item revision (not just item)

Base Prices in EPDM

New pane on Sales card.

Blue shows price in effect now.

PM – Purchasing equivalence– PO Close & Purge– Vendor Contacts

• Card in Vendor card file

– Application Settings• 43 of 48 questionnaire

questions• Purchase Control File

– Code files– Analysis reports

(Quote/Cont. & Req)– Exchange rate revaluation– Travelers

– Master files• Terms• Standard message• FOB• Landed Cost• Warehouse Ship To• Ship Via

– Shipping schedules– Vendor Debit Memo– Traffic Routing

Table– Shipping Profiles– Comments

• Mass append• Mass replace

PM – New functions

• Purchase Request• Online PO Variance• Attachments & maintenance history

to history

Purchase Requests

• New object on main browser

• Ties together requisitions– Like a header– Handle requisitions as a

group– Makes entering and

tracking requisitions easier

Purchase RequestBuyer: John DoeWhs: Atlanta

REQ1 123A 10 Apr 1

ITEM QTY DATE

2 2546 44 Apr 83 5938 48 Apr 84 2019 14 Apr 15 3876 87 Apr 6

Priority: 1Contract: 123

Purchase Requests

From the requisitions

Overall status

All/Some/None

All/Some/None

Purchase Requests

Requisitions

Purchase Request items are requisitions

PO Variance

Comparison cards

Define ‘Standard’…

PO Variance

POPOHist

POPOHist

PO History (Through PM)• Move attachments to history

– History order has same attachments open order did

• Move maintenance history to history– History shows evolution of PO

Product Strategy

• Clientize Core Function– Round-out Essentials– Round-out Financials

• Enhance Applications– Provide a reason to upgrade– Look for high impact opportunities

• Enhance Framework– Add architecture enhancements as

required – Package architecture enhancements with

Integrator (Standard or Enterprise).

• CO’sCO’s 60%60%• PO’sPO’s 95%95%• MO’sMO’s 75%75%• EngineeringEngineering

100% 100% • WarehouseWarehouse 60%60%• Finance (IFM)10%Finance (IFM)10%

8080

9595

7575

100100

9595

2020

7.87.8

““Summer 2007”Summer 2007” NextNext

Pack, Invoice

Reports

Labor Trans

(Enablement)

Calendar

Transactions

MM – Functions in process• Pick/Ship

– Customer Order Fulfillment– Warehouse side of COM

• Inventory transactions– Issues– Receipts– Transfers– QA transactions– Cost adjustments

IFM – Functions in process• R 7.8 – “Establishment”

– All table maintenance• Entities, divisions, ledgers, withholding tables…

– 45% of menu options

• Phase II – “Transactions”– Journal entries– Cash receipts– AR Invoices– AP Invoices

• Phase III – “The rest”

AM Plus

• Create deposits• Apply cash receipts to open customer

invoices• Post cash receipts and deposits• Run Month-end Close• Print Statements and Delinquency

Notices

Lean Execution and Planning (LEAP)

Lean Execution and Planning includes:•Kanban setup and management •Electronic production/rate boards •Backflushing with or without an M.O.•Kanban integration with XA’s shop floor tools•“drag and drop” M.O. / Kanban scheduling•and much more….

Lean Execution and Planning (LEAP)

InforInforApp 2App 2

POPO Infor ERPInfor ERP

Infor Integration-Enterprise Software Bus

• Enable functions Enable functions onceonce to interact with the bus to interact with the bus• May now interact with any other application May now interact with any other application

enabled for the busenabled for the bus– Let App 1 = SupplyWEBLet App 1 = SupplyWEB– Let App 2 = EAMLet App 2 = EAM– Both can use PO’s in the ERP systemBoth can use PO’s in the ERP system

ESB

InforInforApp 1App 1

POPO

SW EAMInforInforApp 3App 3 XAXA POPO ASNASN

SupplyWEB: Electronic Comm w/Suppliers

Multiple Procurement Methodologies:

Scheduled ReleasesShip SchedulesDiscrete PurchasesOne Way eKanban Pull SignalsSupplier Managed Inventory (SMI)

• Asset - Equipment• Work Management• Materials Management• Purchasing Management• Administration Management• Reporting

World Class Enterprise Asset Management

• Easy to use– Pre-set configurations– Simplified Installation– Pre-define KPI/Inbox’s– Low database and server

costs– Simplified User setup– User defined Hyperlinks

for fast data entry– Financial Integration to

XA included

World Class Enterprise Asset Management

3. Enhance XA to meet your specific needs

• Link business processes outside your 4 walls

• Integrate multiple systems• Integrate multiple platforms• Leverage desktop applications

4. Connectivity and Collaboration

Secure web access to your objects

Infor XAInfor XAUserUser

CustomizeCustomizeHTMLHTML

• Custom business processes

• Create objects and deploy over the web

Create and deploy objects on the web Create and deploy objects on the web in in minutesminutes

Navigation, customization, attachments…all Navigation, customization, attachments…all automaticautomatic

Note: Enterprise Integrator is required for Net-Note: Enterprise Integrator is required for Net-Link to see new or changed objects.Link to see new or changed objects.

Secure web access to your objects

Integrate XA with your web page…

Infor XAInfor XAUserUser

CustomizeCustomizeXMLXMLHTMLHTML

• Web pages talk XML natively

• Create web pages that talk XML to your ERP system

Integrate XA with your web page…

Integrate with other systems

Infor XAInfor XA

UserUser

CustomizeCustomizeXMLXMLHTMLHTML

ERPERPBackboneBackbone


• Other system– Financial, CRM,

shop floor, CAD…

• Includes edits, calculated fields, business rules

• Honors security

Download/upload bulk data

Integrate with Desktop applications

Infor XAInfor XA

UserUser

WSOfficeOffice


• Costs• Budgets• Forecasts• Prices


Integrate with Desktop applications

QualityJDBCJDBC

Integrate other applications

Departmental Departmental System System


Infor XAInfor XA

UserUser UserUser

WSOfficeOffice



Single Single user user

interfaceinterface

Objects from QA’s system (SQL Server)

QualityJDBCJDBC

One platform for total integration



Infor XAInfor XAUserUser UserUser

WSOfficeOffice




interfaceinterface

Access QA data over the Access QA data over the InternetInternet

QualityJDBCJDBC

One platform for total integration



Infor XAInfor XA

UserUser UserUser

WSOfficeOffice



Net-Link Customization


interfaceinterface

Summary-Why go to XA 7?

1. XA Infrastructure is now ‘nimble’2. ‘Enterprise’ is now connected 3. Information is now available4. Processes are more streamlined5. Users are more productive6. R7 Upgrade Roadblocks (quality,

performance) have been removed

Why go to Release 7?

“XA R7 is a tremendous tool for our business. Users are now able to access key information, without the need for specialized queries and reporting help from IT. The ability and ease of which our people can locate up-to-date data, and export to Excel is extremely valuable.”

IT Manager, electronics manufacturer

“XA R7 has provided an integrated business solution for our company. Information flows seamlessly, and via PowerLink, users are able to quickly access real-time information to make business decisions and respond to issues quickly. It has enabled an improvement of our business processes, and is the backbone of running our business.” VP Finance, industrial equipment manufacturer

Why go to Release 7?“Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R7. Once you move to this toolset, you would never want to function without it.” Production Control Manager, Ind Equipment Manufacturer

“ The workbench capability in XA R7 allows us to analyze material and purchase requirements exactly how we want to see them. This type of analysis previously required sometimes hours of digging, but is now easily seen on one screen – without having to go to multiple places in the system!” Materials Manager, Ind Equip Mfr

“We were sold by the ease with which you can customize the PowerLink user interface. The ability to quickly and easily add custom data files with relationships to XA data, and have those files immediately available in the PowerLink interface is extremely powerful” IT manager, Wire manufacturer

What are you What are you waiting for??waiting for??

Thank you!!Thank you!!

Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services...

Documents

Transcript of Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services...