R7.8 vs. R6 Power-Link Review Phil Joseph, Catavolt June 9, 2009.
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Transcript of R7.8 vs. R6 Power-Link Review Phil Joseph, Catavolt June 9, 2009.
R7.8 vs. R6Power-Link Review
Phil Joseph, CatavoltJune 9, 2009
Who is Catavolt?
• Software engineers– Former XA (Paragon) developers
• New architecture– SOA design– SaaS deployment
Catavolt and CISTECH
Catavolt CISTECHArchitecture YesApplications Yes YesSales YesImplementation Yes
Business Intelligence
• Low cost• Easy implementation• Available later this year
R7.8 Power-Link Review
R7.8 Project Summary
6
Enrich
Business applications Order fulfillment Inventory movement Financial foundation
Technical applications Environment Maintenance Link Manager
Performance
“Companies can enjoy productivity gains in key functional areas.”
“Companies can enjoy productivity gains in key functional areas.”
“Technology improvements deliver stability, agility and performance.”
“Technology improvements deliver stability, agility and performance.”
Quick Change
Highlight certain data
8
Highlight multiple fields
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Highlight whole rows
Eliminate clutter
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Eliminate clutter
12
Attachments stand outAttachments stand out
Eliminate clutter
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Kit items stand outKit items stand out
Eliminate clutter
14
QC items stand outQC items stand out
Eliminate clutter
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Effective dates stand outEffective dates stand out
Compound card
16
Graph cards
17
ERPERPTools
Stacked bar graph Linked graph and view
Change subset, graph changes
Column statistics
18
Total for entire Total for entire filefile
Customizable menus & toolbars
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Done via workspace Select actions to be hidden/displayed Affects menus and toolbars
ERPERPTools
Subset enhancements• Tip text
– Workspace restrictions– Subset(s)– Locate– Constraints
• Cascading subsets– Use multiple subsets at
once– Reduces number of subsets
• New criteria– By dynamic time period
• This quarter, next week…
– By user
Workspace – A set of preferencesPurchased Manufactur
ed
Pubic Preferences
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Define system default Easier to manage mass users
ERPERPTools
Navigation workspace
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Same workspace in two objects Workspace “travels” with user Corner icon tip text shows the workspace
ERPERPTools
Open ActionOpen action
?
?
28
Integration to web & e-mail
• Intelligent fields
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Integration to web & e-mail
• Intelligent fields• “Send to”
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Integration to web & e-mail
• Intelligent fields• “Send to”• Host reports
E-mail reports E-mail reports as as
attachmentsattachments
31
Client deployment
ERPERPTools
• WindowsWindows• Linux• Apple• Web
Standard Windows UI (XP, Vista…) This is what everyone is used to
32
Client deployment
ERPERPTools
• Windows• LinuxLinux• Apple• Web
Runs standard in Linux Same organization, features, icons, etc.
33
Client deployment
• Windows• Linux• AppleApple• Web
ERPERPTools
Java runs unchanged on Apple platform
34
Net-Link – New look
ERPERPTools
• Windows• Linux• Apple• WebWeb
R7.7 runs in Microsoft IE 5.5 or higher R7.8 also runs Firefox and Opera
Materials Management
35
ERPERPMaterials
Mgt
35
CO FulfillmentCO Fulfillment• Pick• Ship• Invoice
Inventory MovementInventory Movement• Shipment Notices•Warehouse Transfers• Additional
Transactions• Inventory Transaction
History
Picking
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Two ways to run: Select from individual order(s) Host job
Two ways to run: Select from individual order(s) Host job
ERPERPMaterials
Mgt
Picking
37
Generate Pick List from order, line, release
Full consolidation options Includes short stock
options
Generate Pick List from order, line, release
Full consolidation options Includes short stock
options
ERPERPMaterials
Mgt
Picking improvements
38
New subset: Available to pick Considers business rules, customer
settings…
ERPERPMaterials
Mgt
Hold visibility
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Hold status evaluates all levels Hold count by level
ERPERPMaterials
Mgt
Shipping
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ERPERPMaterials
Mgt
Invoicing
41
Host job available from Orders and Shipments Printing optional Can do amount-only invoice
Host job available from Orders and Shipments Printing optional Can do amount-only invoice
ERPERPMaterials
Mgt
Order Processing
42
Picking, shipping and invoicing options Can do immediate ship Defaults from preferences
Picking, shipping and invoicing options Can do immediate ship Defaults from preferences
ERPERPCustomer
ServiceMgt
Two ways to receive
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Scheduled ReceiptsScheduled Receipts
The way you order
Shipment NoticesShipment Notices
The way they deliver
Shipping Notice
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Receive complete shipment Actual quantities, default locations
ERPERPMaterials
Mgt
Receive partial
45
Receive by container or item Receive to dock, inspection, stock Batch lot, reference info, return to vendor
ERPERPMaterials
Mgt
Transaction History enhancements
46
New transactions Copy and reverse Publish & Subscribe (with Ent. Integrator)
ERPERPMaterials
Mgt
Transaction Naming Examples• IP Planned Mfg Issue• IS Miscellaneous Issue• CA Cost Adjustment• IA Inventory Adjustment• PC Pick Complete by Order• PB Pick Complete by Item• RC Miscellaneous Receipt• SA Sales Shipment• TW Inter-warehouse Transfer• RD PO Receipt to Dock• VA Vendor Accept• CQ Cyclic Item QC Complete
→ Issue Planned Prod Comp→ Issue Item→ Change Item Cost→ Adjust Item Quantity→ Pick Production Order→ Pick Production Component→ Receive Item→ Issue Sales Item→ Transfer Item→ Receive Purch Item to Dock→ Accept Promised Date→ Approve Shelf Life Item
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Warehouse Transfer
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Non-nettable location
– Visible to Accounting, not Planning
– Sending whs, Receiving whs or in-transit whs Can use Shipment Notices
ERPERPMaterials
Mgt
TW to non-nettable location
49
From Warehouse 1 to Location FG01 To Warehouse 2 Location 01012
This is a transfer location
ERPERPMaterials
Mgt
New Receive Transfer function
50
RT at receiving location Inventory adjustment if quantity difference
ERPERPMaterials
Mgt
International Financial Management
• Reorganized UI• Entity maintenance• Performance improvements• Real time credit update• User fields
51
ERPERPFinancial
Mgt
Reorganized UI – Main Browser
52
ERPERPFinancial
Mgt
Objects and cards in more logical groupings Will not affect your customizations
Reorganized UI – Navigation
53
One-step navigation to key objects Easier to see where things are usedERP
ERPFinancialMgt
Reorganized UI – Cards & Card Files
54
More cards, more card files Easier drill-down
AR Ledger to AR transactions
ERPERPFinancial
Mgt
Security – Consistent with IDF
• Moved to regular CAS security (not special IFM security)– Task/sub-task– Field security
• Applies to client only• Easier to use and understand• Will all default to “Locked”
55
Security – Separation of duties
• Activities related to entering purchase orders• Activities related to paying vendor invoices• Much easier to assign & manage
56
Security – Auto Content Security
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Easy to authorize to AR, AP… Applies to all objects Does not require Enterprise Integrator
ERPERPFinancial
Mgt
IFM: Create customer
• Create menu option or icon• Create prompt• Details (optional)• Done!
58
Create Create CustomerCustomer
Customer Customer CreatedCreated
IFM: Create customer
59
Click “Create”
IFM : Create customer
60
• Company• Customer ID• Sales rep• Entity• Ledger
IFM : Create customer
61Copyright © 2001-2007 Infor Global Solutions
Click “Create” to create customer
IFM : Create customer
62
Customer created
Auto-synchronize with Entity Address, contact, etc.
Same steps for Vendor
ERPERPFinancial
Mgt
IFM : Create customer
• Create menu option or icon
• Create prompt– Inline creation
of entity, if necessary
• Details (optional)
• Done!
63
Create Create CustomerCustomer
Customer Customer CreatedCreated
Create Create EntityEntity
Create Create CustomerCustomer
Customer Customer CreatedCreated
IFM : Create customer
64
Create Create CustomerCustomer
Customer Customer CreatedCreated
Create Create EntityEntity
Create Create CustomerCustomer
Customer Customer CreatedCreated
Create Create CustomerCustomer
Customer Customer CreatedCreated
Create Create Pers AcctPers Acct
Copy Customer or Vendor
• Primary address• Ship-to’s• Customer items• Vendor items• User addresses• Comments• Media selections• Comments
65
Entity Cards – Overview
66
• Customers, Vendors• Personal Accounts• Bank accounts• Ledgers• Revisions
…everything!
Balances
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•Status
•Detail
Real time Credit Update
68
ERPERPFinancial
Mgt
R7.7 = Scheduled job, checked at End Order R7.8 = Updated continuously
Cash receipts, orders, etc.
Graph of Aged Receivables
69
Aged balances shown in both graph and table formERP
ERPFinancialMgt
Graph Drill-down
70
Aged balances shown in both graph and table form
Drill down to transactions from either one.
ERPERPFinancial
Mgt
Other Enhancements
71
Performance improvements
• System-wide– SQL Query Engine (system-wide)– CDS embedded in Power-Link workstations– Objects cached after signoff
• Application-specific– IFM transactions– CO line item entry– History file members– System-Link validate-only and post-only
72
Multiple Languages Per Environment
• User profile includes language• No need for multiple MMLIST records, etc.• Host reports print in user’s language
73
Phoenix Release - SummaryInfor MyDay Phoenix EnrichCRM i Edition EAMSummary
Picture areaPhoenix
Target LA: Q3-2009Key Business Objectives
CRMi Edition
Enable SOA StrategyMyDay/ Decisions
Transition Away From Green Screen
IDF Level 2 Performance Enhancement
EPDM 100% Complete
Extend SolutionsEAM
Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary
IDF Level 1What You Get
Single Sign OnSingle starting point from IDF
environmentUnified Cosmetics on Menu and
Screen StyleBusiness Process Organization
On Condensed MenusSingle Security MaintenanceSingle Entry Enable/Disable of
Green Screen MenusClipboard Functionality
Phoenix
Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary
All IDF ControlledFirst XA release where green screen
is never requiredLast XA release where green screen
transactions can be executed in parallel with IDF transactions
Admin tools provided to easily turn off green screen menu options that are IDF Level 2 enabled
Tool provided to identify green screen users that need to transition to IDF
Organize green screen menus to support business process view
Identify obsolete green screen menu items
Phoenix
Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary
Phoenix
Phoenix
Unify IDF Level 1 and Level 2 Navigation
Use a single sign-onLevel 1 functions are displayed on new menusCorresponding menus available for green screen with identical securityIDF settings enable/disable access to Level 1 icons and menusLevel 1 menu functions separate from Level 2 menu functions
Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary
Phoenix
Phoenix
Level 1Level 2
Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary
Browser Migration - Support ToolsUsage Analyzer
Report on usage of green screen vs. browser applications by user
Assess readiness to go to browser applications
Allows targeted training to people who need to move from green screen
Level 1 Menus and Access ControlNew menus contain only Level 1 selections
Level 2 selections eliminated from menus now organized by business function
Phoenix
One Click disable of Level 2 menus (green and browser)
Security is remembered, in case menus are re-enabled
Conclusion: XA continues
• Encourage customers to get on R7+ platform• Use the tools (EI & SL)• Better user experience
– IDF I and II• More round-out
– IFM is high priority
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