Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services...
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Transcript of 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
What is XA Release 7?
Java Architecture User Interface
What is XA Release 7?
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
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
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
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
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 SystemOther SystemXMLXML
• 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
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
• Costs• Budgets• Forecasts• Prices
Other SystemOther SystemXMLXML
Integrate with Desktop applications
QualityJDBCJDBC
Integrate other applications
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XA
UserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Single Single user user
interfaceinterface
Objects from QA’s system (SQL Server)
QualityJDBCJDBC
One platform for total integration
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XAUserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Single Single user user
interfaceinterface
Access QA data over the Access QA data over the InternetInternet
QualityJDBCJDBC
One platform for total integration
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XA
UserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Net-Link Customization
Single Single user user
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!!