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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. What is XA Release 7? What are the improvements? Summary. NETWORK. Web Server. Custom Definition Server.

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Infor XA Release 7 Advantages for Users

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Infor XA Release 7Advantages for Users

Deborah Vermillion, VP Consulting Services

deborah.vermillion@cistech.net

Mike Taylor, VP Sales

mike.taylor@cistech.net


Agenda

  • What is XA Release 7?

  • What are the improvements?

  • Summary


NETWORK

Web Server

Custom Definition Server

Application Server

iSeries

Application Server

server

iSeries

Database

DB2/400

Database

DB2/400

HTML Server

XML Server

What is XA Release 7?

Legacy Architecture

Java Architecture Infrastructure


What is XA Release 7?

XML

Other System

Office

W

S

Thin Client

Web Site

Excel

Custom System

(SQL Server)

JDBC

Quality

One platform for total enterprise integration

Infor XA

WS

HTML

XML

Customize

User

User


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

  • Infor Supply Web

    • Electronic Supplier Communications

  • Infor Enterprise Asset Management

    • Leverage Infor’s Solution Library


Agenda

  • What is XA Release 7?

  • What are the improvements?

  • Summary


CSM

OBPM

EPDM

PM

MM

Implement at your own pace

Integrator

SystemLink

NetLink

R 6 Browser ‘Smalltalk’

R 7 Browser Java

Release 6 Green Screen

Release 7 Green Screen


What are the improvements?

  • Easy Access to Information improves decision making

  • Improved Application Functionality

  • Enhance XA to meet your specific needs

  • 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 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 PC-compatible 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 P012345 for $11,283.19 needs approval


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


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

CSM – COM Equivalence


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

Affected

Assemblies

Where

used

Recosting this…

…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 cost?

  • All that with possible new labor contracts?

--- OR ---

  • Material

--- 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.


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 – Purchasing equivalence


PM – New functions

  • Purchase Request

  • Online PO Variance

  • Attachments & maintenance history to history


Purchase Request

Buyer:John Doe

Whs:Atlanta

Priority:1

Contract:123

REQ

ITEM

QTY

DATE

1123A10Apr 1

2254644Apr 8

3593848Apr 8

4201914Apr 1

5387687Apr 6

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 Requests

From the requisitions

Overall status

All/Some/None

All/Some/None


Purchase Requests


Requisitions

Purchase Request items are requisitions


PO Variance

Define ‘Standard’…

Comparison cards


PO Variance


PO

PO

Hist

PO

PO

Hist

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).

7.8

“Summer 2007”

Next

  • CO’s60%

  • PO’s95%

  • MO’s75%

  • Engineering100%

  • Warehouse60%

  • Finance (IFM)10%

80

95

75

100

95

20

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)


XA

PO

PO

ASN

PO

Infor Integration-Enterprise Software Bus

  • Enable functions once to interact with the bus

  • May now interact with any other application enabled for the bus

    • Let App 1 = SupplyWEB

    • Let App 2 = EAM

    • Both can use PO’s in the ERP system

Infor ERP

Infor

App 3

Infor

App 1

Infor

App 2

SW

EAM

ESB


SupplyWEB: Electronic Comm w/Suppliers

Multiple Procurement Methodologies:

Scheduled Releases

Ship Schedules

Discrete Purchases

One Way eKanban Pull Signals

Supplier Managed Inventory (SMI)


World Class Enterprise Asset Management

  • Asset - Equipment

  • Work Management

  • Materials Management

  • Purchasing Management

  • Administration Management

  • Reporting


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


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

  • Custom business processes

  • Create objects and deploy over the web

HTML

Customize

Infor XA

User


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…

  • Web pages talk XML natively

  • Create web pages that talk XML to your ERP system

HTML

XML

Customize

Infor XA

User


Integrate XA with your web page…


XML

Other System

Integrate with other systems

  • Other system

    • Financial, CRM, shop floor, CAD…

  • Includes edits, calculated fields, business rules

  • Honors security

HTML

XML

Customize

Infor XA

ERP

Backbone

User


Download/upload bulk data


XML

Other System

Office

W

S

Integrate with Desktop applications

  • Costs

  • Budgets

  • Forecasts

  • Prices

Infor XA

WS

HTML

XML

Customize

User


Integrate with Desktop applications


XML

Other System

Office

W

S

Integrate other applications

Infor XA

WS

HTML

XML

Single user interface

Customize

JDBC

Quality

User

User

Departmental System

(SQL Server)


Objects from QA’s system (SQL Server)


XML

Other System

Office

W

S

One platform for total integration

Infor XA

WS

HTML

XML

Single user interface

Customize

JDBC

User

Quality

User

Departmental System

(SQL Server)


  • Access QA data over the Internet


XML

Other System

Office

W

S

One platform for total integration

Infor XA

WS

HTML

XML

Single user interface

Customize

JDBC

Quality

User

User

Departmental System

(SQL Server)


Summary-Why go to XA 7?

  • XA Infrastructure is now ‘nimble’

  • ‘Enterprise’ is now connected

  • Information is now available

  • Processes are more streamlined

  • Users are more productive

  • R7 Upgrade Roadblocks (quality, performance) have been removed


Why go to Release 7?

“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

“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


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 waiting for??

Thank you!!


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