Transcript Presentation Title - CISTECH

Infor XA Release 7
Advantages for Users
Deborah Vermillion, VP Consulting Services
[email protected]
Mike Taylor, VP Sales
[email protected]
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
iSeries
Application
Application
Server
Server
Web
Server
Custom
Definition
Server
Database
server
iSeries
DB2/400
Database
DB2/400
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
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
 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
Integrator
CSM
SystemLink
OBPM
EPDM
NetLink
PM
R6
7 Browser Java
‘Smalltalk’
Release
Release 67 Green
Green Screen
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 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
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
123A
2546
5938
2019
3876
10
44
48
14
87
Apr 1
Apr 8
Apr 8
Apr 1
Apr 6
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 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
•
•
•
•
•
•
•
7.8Function
Clientize Core
“Summer 2007”
– Round-out Essentials
Next
– Round-out
CO’s
60% Financials
80
Pack, Invoice
Applications
PO’s • Enhance
95%
95
Reports
– Provide
to upgrade
MO’s
75%a reason 75
Labor Trans
– Look for high impact opportunities
Engineering
100%
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 1
App
EAM
Infor
PO2
App
ESB
• 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
App 3
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
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
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
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
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
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!!