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Infor XA Release 7 An Executive Perspective. Deborah Vermillion VP Consulting Services deborah.vermillion@cistech.net. Deborah Vermillion. Professional Experience MBA, CPIM, CIRM IT Development Manager, ERP Project Manager 20 Years XA Experience MAPICS Experience

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infor xa release 7 an executive perspective

Infor XA Release 7An Executive Perspective

Deborah Vermillion

VP Consulting Services

deborah.vermillion@cistech.net

deborah vermillion
Deborah Vermillion
  • Professional Experience
  • MBA, CPIM, CIRM
  • IT Development Manager, ERP Project Manager
  • 20 Years XA Experience
  • MAPICS Experience
  • 20 Years implementation and project management experience
  • Certifications in EPDM, Production, Procurement, Inventory, Cost Accounting

My background started in IT development of custom accounting, inventory and sales system. I have been doing MAPICS/XA for 20 years, in variety of industries; Automotive-Nissan, Honda, Toyota suppliers, Batch-Chemicals, Paper; Configure to Order, Make to Order & Stock-Lighting, Electrical and Large Capital Equipment.

agenda
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Is Release 7 ready for You?
  • How do I get there?
  • 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
what is xa release 71
What is XA Release 7?
  • Java Architecture Infrastructure

NETWORK

Web

Data

Base

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 72
What is XA Release 7?
  • Java Architecture User Interface
what is xa release 73
What is XA Release 7?
  • Powerful Functional Enhancements
  • ..now and in the future
what is xa release 74
What is XA Release 7?
  • Powerful Functional Enhancements
  • ..now and in the future
what is xa release 75
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
agenda1
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Is Release 7 ready for You?
  • How do I get there?
  • 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
  • Tailor 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
slide16

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
slide21

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
slide24

Cost Simulation Object

Results at total item level…

…and by cost element…

…and by summary.

costed indented bill of material
Costed Indented Bill of Material

Cost elements

Summary costs

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 requests1
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

r7 8 expanded process functionality
R7.8 Expanded Process Functionality
  • Customer Service Management
    • End order enhancement
    • Split commissions
    • Price books
    • Reports
    • Invoicing from orders or shipments
    • Holds – list view gives visibility
    • Comments maintenance
    • Customer/industry item maintenance
    • Contracts/promotions maintenance
    • IFM customer maintenance
new end order
New End Order

Better Hold Management

CSM Reports

invoicing
Invoicing
  • Invoices can now be generated from orders or

shipments.

  • As a standard host job, the invoices can be

e-mailed or stored as text, HTML, and/or PDF

documents.

r7 8 expanded process functionality1
R7.8 Expanded Process Functionality
  • Enterprise Product Data Management (non-EPDM environments still the same)
    • Maintain kits and kit components
  • Procurement Management
    • Integration with SRM SupplyWEB for electronic communication with vendors.
    • Enhanced security for SOX requirements (federal tax ID/Social Security # has it’s own security and pre-set security for separation of duties)
  • Cameleon
    • De-couples engineering data from line-item entry, speeding up data entry process.
    • Configured item descriptions are saved in both CSM and EPDM.
    • MO’s can be generated automatically from configured customer orders.
r7 8 expanded process functionality2
R7.8 Expanded Process Functionality
  • Materials Management
    • New inventory transactions (IS, RC, TW, SA)
    • Receiving now has receipt by shipping notice, shipment containers and shipped items (SRM SupplyWEB)
    • Visibility and receipt functionality for “in-transit” stock being transferred to another XA warehouse
    • Inventory Status and Non-netting Locations
      • New field, Inventory Status, added to the Warehouse Location object to classify items to be withheld from certain activities.
    • Customer order pick lists – regular & stock pick combined
    • Customer order shipments (complete only for now)
    • Invoicing
new inventory transactions
New Inventory Transactions
  • Issue Item (IS) – formerly

Miscellaneous issue.

  • Receive Item (RC) –

formerly Miscellaneous receipt.

  • Issue Sales Item (SA) – formerly

Sales Shipment.

  • Transfer Item (TW) – formerly

Interwarehouse Transfer, and the

related generated

Interwarehouse Issue (IW) and

Interwarehouse Receipt (RW).

(Renamed but same designator. Note Reverse action.)

r7 8 expanded process functionality3
R7.8 Expanded Process Functionality
  • IFM
    • Maintenance of:
      • Entities
      • Customer
      • Vendors
    • New summary levels and analytical functions
    • Credit information updated in real time
    • Increased length of bank account number to 60 characters to handle bank ID codes and international bank ID codes.
slide40

Add/maintain customers with IFM

Add/maintain vendors with IFM

r7 8 expanded process functionality4
R7.8 Expanded Process Functionality
  • Order-Based Production Management
    • Application setting controls how users are notified when changing MO quantities with discrete allocations.
  • Net-Link
    • Supports multiple internet browsers
  • Environment Management
    • Includes Product Update feature to analyze and apply PTF’s, PCM’s and migrations from R6 to R7.
r7 8 expanded process functionality5
R7.8 Expanded Process Functionality
  • Integrator
    • Imports and exports user code within user exits.
    • Publish and subscribe supports notification subsets, including all fields on regular subsets.
    • The User Definition and User Preference Administration functions have moved from Integrator to base Power-Link product.
  • Translation enhancements
    • Add language to user profile and eliminate need for multiple MMLIST records and multiple database copies.
    • Install new applications and apply code fixes once without regard to individual languages.
r7 8 expanded process functionality6
R7.8 Expanded Process Functionality
  • Link Manager
    • Provides enhancements for managing machines, processes and environments.
  • System-Link
    • Calls to host jobs and reports
    • Define transactions groups
    • Supports conditional blocks in System-Link requests
  • Performance
    • Extra caching of customization data
    • Use of System i SQL query engine
ifm functions in process
IFM – Functions in process
  • Phase I – “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”
lean execution and planning
Lean Execution and Planning

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)

slide50

World Class Enterprise Asset Management

  • Asset - Equipment
  • Work Management
  • Materials Management
  • Purchasing Management
  • Administration Management
  • Reporting
slide51
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

release transparency
Release Transparency!
  • This is a big deal!
  • You plan to be with your ERP system for a long time
  • A long time = lots of custom project

Everything you customize is “transparent” to the release.

  • Customized software but not modified
  • No source code changes
  • At release time, changes are brought forward and reapplied
slide57

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 objects1
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 integration1

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)

agenda2
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Is Release 7 ready for You?
  • How do I get there?
  • Summary
is release 7 ready for you
Is Release 7 Ready for You?
  • R7 is implemented on a large scale in large companies
    • Polaris, hundreds of users, multiple sites
    • Vestas, hundreds of users, multiple sites, multiple countries
is release 7 ready for you1
Is Release 7 Ready for You?
  • R7 is implemented on a large scale in mid-sized companies

“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

is release 7 ready for you2
Is Release 7 Ready for You?
  • R7 is implemented on a large scale in mid-sized companies

“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

agenda3
Agenda
  • What is XA Release 7?
  • What are the improvements?
  • Is Release 7 ready for You?
  • How do I get there?
  • Summary
how do i get there
How do I get there?
  • Define your vision
  • Infrastructure Planning
  • Implement the R7 Platform
  • Deploy the enhancements
define your vision

XML

Other System

Office

W

S

Define your Vision

Infor XA

WS

HTML

XML

Single user interface

Customize

JDBC

Quality

User

User

Departmental System

(SQL Server)

infrastructure planning

CSM

OBPM

EPDM

PM

MM

Infrastructure Planning

Integrator

SystemLink

NetLink

R 7 Java

R 7 Green Screen

infrastructure planning1
Infrastructure Planning
  • Performance Planning
      • Determine Server Requirements
        • R7 performance has been tuned
        • Offload to PC servers
        • Network Considerations
        • Client Considerations
      • Your affiliate and Infor can help
  • Technical Education
      • R7 Infrastructure operations
implement the r7 platform
Implement the R7 Platform
  • If Green Screen only, similar to previous migrations
      • Minimal application changes
      • Evaluate impact to custom programs
  • With Java applications
      • Link Manager Configuration
      • Client Deployment
deploy the enhancements
Deploy the Enhancements
  • Existing ‘Browser’ User
      • Basic Training on enhancements
  • New Java User/s
      • Potential for significant process improvement
      • Consulting assistance to develop streamlined processes supported by new tools
  • Project for significant deployment
summary why go to xa 7
Summary-Why go to XA 7?
  • My Infrastructure is now ‘nimble’
  • My ‘Enterprise’ is now connected
  • Information is now available
  • My processes are more streamlined
  • My users are more productive
  • Roadblocks (quality, performance) have been removed