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Infor XA Release 7 Advantages for Users. Deborah Vermillion, VP Consulting Services [email protected] Mike Taylor, VP Sales [email protected] 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

Infor XA Release 7Advantages for Users

Deborah Vermillion, VP Consulting Services

[email protected]

Mike Taylor, VP Sales

[email protected]

agenda
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Summary
what is xa release 7
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

one platform for total enterprise integration
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 75
What is XA Release 7?

Java Architecture User Interface

what is xa release 76
What is XA Release 7?

Powerful Functional Enhancements

..now and in the future

what is xa release 77
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
agenda8
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Summary
implement at your own pace
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
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
easy access to information
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
Express customization
  • Change columns or subsets with a couple clicks
power expand
Power Expand
  • Expand n levels
  • Auto expand on open
  • No more clicking plus signs over and over
open action
Open Action
  • Double-click an object to ‘open’ it
  • Any navigation or maintenance action
  • Can set Alt-open and Crtl-open, too
slide17
Highlight Exception Items
  • Color based on subset criteria
  • Can do more than one at a time
slide18
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
logical field tip text
Logical Field tip text
  • Description of calculation
  • “Not obvious” ones
  • Words plus numeric values for this object
output notification
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
Report output

Two new cards

Typical report

notification
Notification

Include variables in subject or body.

Send notification to yourself or someone else

report output30
Report output

Save as PC-compatible file

You can save without sending, and vice versa.

Send as an attachment

send to
Send to…
  • Like Local Print attached to e-mail
    • Creates PC-compatible file
slide34
Proactive Notification with Alerts

PO P012345 for $11,283.19 needs approval

2 improved application functionality
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

CSM – COM Equivalence
epdm pdm 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
EPDM – New features
  • Recost affected assemblies (selective run)
  • Cost simulation object
  • Costed indented bill inquiry
initiate costing run from the client
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
Cost Simulation object
  • Multiple runs
  • Unrestricted choice of parameters (vs. green screen)
  • Results saved
  • Results visible via UI (vs. printout)
simulation results
Simulation results

Default:

  • Sort by variance
  • Variance not zero
slide44
Results at total item level…

…and by cost element…

…and by summary.

slide45
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
l o table by site
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
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
Costed Indented Bill of Material

Cost elements

Summary costs

two new objects
Two new objects
  • Base Price
  • Foreign Language Description
  • Both allow entry & maintenance by item revision (not just item)
base prices in epdm
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 – Purchasing equivalence
pm new functions
PM – New functions
  • Purchase Request
  • Online PO Variance
  • Attachments & maintenance history to history
purchase requests
Purchase Request

Buyer: John Doe

Whs: Atlanta

Priority: 1

Contract: 123

REQ

ITEM

QTY

DATE

1 123A 10 Apr 1

2 2546 44 Apr 8

3 5938 48 Apr 8

4 2019 14 Apr 1

5 3876 87 Apr 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 requests58
Purchase Requests

From the requisitions

Overall status

All/Some/None

All/Some/None

requisitions
Requisitions

Purchase Request items are requisitions

po variance
PO Variance

Define ‘Standard’…

Comparison cards

po history through pm
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
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’s 60%
  • PO’s 95%
  • MO’s 75%
  • Engineering 100%
  • Warehouse 60%
  • Finance (IFM)10%

80

95

75

100

95

20

Pack, Invoice

Reports

Labor Trans

(Enablement)

Calendar

Transactions

mm functions in process
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
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
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 (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….
infor integration enterprise software bus
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
SupplyWEB: Electronic Comm w/Suppliers

Multiple Procurement Methodologies:

Scheduled Releases

Ship Schedules

Discrete Purchases

One Way eKanban Pull Signals

Supplier Managed Inventory (SMI)

slide72
World Class Enterprise Asset Management
  • Asset - Equipment
  • Work Management
  • Materials Management
  • Purchasing Management
  • Administration Management
  • Reporting
slide73
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

slide75
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
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 objects77
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
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 with other systems
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

integrate with desktop applications
XML

Other System

Office

W

S

Integrate with Desktop applications
  • Costs
  • Budgets
  • Forecasts
  • Prices

Infor XA

WS

HTML

XML

Customize

User

integrate other 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)

one platform for total integration
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)

one platform for total integration88
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
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
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 791
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

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