Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services deborah. vermillion@cistech. net Mike Taylor, VP Sales mike. taylor@cistech. net
Agenda 1. What is XA Release 7? 2. What are the improvements? 3. Summary
What is XA Release 7? Legacy Architecture Java Architecture Infrastructure NETWORK i. Series Application Server Web Server Custom Definition Server Database DB 2/400 server i. Series HTML Server XML Server
What is XA Release 7? One platform for total enterprise integration Thin Client Excel Office Web Site W S XML Other System Custom System (SQL Server) WS HTML XML Customize User Infor XA JDBC Quality
What is XA Release 7? Java Architecture User Interface
What is XA Release 7? Powerful Functional Enhancements. . now and in the future
What is XA Release 7? New Applications • Lean Execution and Planning (LEAP) – Integrates Lean execution with MO’s or REP schedules v Infor Supply Web – Electronic Supplier Communications v Infor Enterprise Asset Management v Leverage Infor’s Solution Library
Agenda 1. What is XA Release 7? 2. What are the improvements? 3. Summary
Implement at your own pace Integrator CSM System. Link OBPM EPDM Net. Link PM R 6 Browser ‘Smalltalk’ 7 Java Release 6 Green Screen Release 7 Green Screen MM
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
Easy Access to Information • Quick change • User definition favorites • Graph cards • Express customization • Compound cards • Logical field tip text • Presentation schemes • Change templates • Subset tip text • Code files delete • Cascading subsets • Auto logoff • Power expand • Auto key generation • URL & e-Mail buttons • Open action • Attachment count • Workspaces • Column statistics
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 Cards • • 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
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 ?
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 Two new cards Typical report
Notification Include variables in subject or body. Send notification to yourself or someone else
Report output Save as PCcompatible file You can save without sending, and vice versa. Send as an attachment
Send to… • Like Local Print attached to e-mail – Creates PC-compatible file
All Available over the Internet
Proactive Notification with Alerts PO P 012345 for $11, 283. 19 needs approval
2. Improved Application Functionality • R 7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc) • R 7 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
EPDM – PDM Equivalence • 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 – 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 Where Recosting this… used Affected Assemblies …automatically recosts these
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 What if you want to simulate… • Increased steel and overhead --- OR --cost? • All that with possible new labor • Material contracts? --- OR -- • Material by Item Class • Facility percents
Simulation parameters
Simulation parameters
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
Costed Indented Bill of Material Cost elements Summary costs
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 – Master files • • 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 – – – 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 Request Buyer: John Doe Whs: Atlanta Priority: 1 Contract: 123 REQ ITEM QTY DATE 1 2 3 4 5 123 A 2546 5938 2019 3876 10 44 48 14 87 Apr 1 Apr 8 Apr 1 Apr 6
Purchase Requests From the requisitions Overall status All/Some/None
Purchase Requests
Requisitions Purchase Request items are requisitions
PO Variance Define ‘Standard’… Comparison cards
PO Variance
PO History (Through PM) • Move attachments to history – History order has same attachments open order did PO PO Hist • Move maintenance history to history – History shows evolution of PO PO PO Hist
Product Strategy • • 7. 8 Clientize Core Function “Summer 2007” – Round-out Essentials Next – Round-out Financials CO’s 60% 80 Pack, Invoice PO’s • Enhance Applications 95% 95 Reports – Provide a reason 75 upgrade to MO’s 75% Labor Trans – Look for high Engineering 100% impact opportunities 100 (Enablement) • Enhance Framework Warehouse 60% 95 Calendar – Add architecture enhancements as required Finance (IFM)10% 20 Transactions – Package architecture enhancements with Integrator (Standard or Enterprise).
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)
Infor Integration-Enterprise Software Bus XA Infor ERP SW PO ASN Infor PO App 1 EAM Infor PO App 2 ESB • Enable functions once to interact with the bus • May now interact with any other application enabled for the bus – – – Let App 1 = Supply. WEB Let App 2 = EAM Both can use PO’s in the ERP system Infor App 3
Supply. WEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way e. Kanban Pull Signals Supplier Managed Inventory (SMI)
World Class Enterprise Asset Management • • • 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
3. Enhance XA to meet your specific needs
4. Connectivity and Collaboration • Link business processes outside your 4 walls • Integrate multiple systems • Integrate multiple platforms • Leverage desktop applications
Secure web access to your objects HTML Customize User Infor XA • Custom business processes • Create objects and deploy over the web
Secure web access to your objects § Create and deploy objects on the web in minutes § Navigation, customization, attachments…all automatic § Note: Enterprise Integrator is required for Net-Link to see new or changed objects.
Integrate XA with your web page… HTML XML Customize User Infor XA • 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 XML Other System • Other system ERP Backbone HTML XML Customize User Infor XA – Financial, CRM, shop floor, CAD… • Includes edits, calculated fields, business rules • Honors security
Download/upload bulk data
Integrate with Desktop applications Office • • Costs Budgets Forecasts Prices W S XML Other System WS HTML XML Customize User Infor XA
Integrate with Desktop applications
Integrate other applications Office Single user interface W S XML Other System WS HTML XML Customize User Infor XA JDBC Quality Departmental System (SQL Server)
Objects from QA’s system (SQL Server)
One platform for total integration Office Single user interface W S XML Other System WS HTML XML Customize User Infor XA JDBC Quality Departmental System (SQL Server)
§ Access QA data over the Internet
One platform for total integration Office Single user interface W S XML Other System WS HTML XML Customize User Infor XA JDBC Quality Departmental System (SQL Server)
Summary-Why go to XA 7? 1. 2. 3. 4. 5. 6. XA Infrastructure is now ‘nimble’ ‘Enterprise’ is now connected Information is now available Processes are more streamlined Users are more productive R 7 Upgrade Roadblocks (quality, performance) have been removed
Why go to Release 7? “XA R 7 has provided an integrated business solution for our company. Information flows seamlessly, and via Power. Link, 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 “XA R 7 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
Why go to Release 7? “Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R 7. 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 R 7 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 Power. Link 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 Power. Link interface is extremely powerful” IT manager, Wire manufacturer
What are you waiting for? ? Thank you!!
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