Transcript Baan-to-LN Operations Highlights

Baan-to-LN Differences Training
“Warehousing and Inventory”
December 2014
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Common Data and Topics
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Baan  Infor LN
• Architecture - table and module adjustments
• Functionality enhancements
• Usability advancements
• More flexibility
• Change the way work is done
• Lower total cost of ownership
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First Free Numbers
• Order entities are 9 digit numbers
• Order numbers (sales, purchase, cycle count, etc.)
• Receipts, shipments, inventory transaction IDs
• Number group (New Concept) defines series length
• Optional for series numbering
• Business partners
• Addresses (address codes)
• Contacts
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Item Data Table Structure
• A single item code repository
• Customized and standard items together
• Standard to order logic – lean
• Item segmentation 47 characters in tc
• Project 9 - item – 38
• Item description – 30 characters
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Item data structure
Costing
Project
roduction
Warehouse
Purchase
Service
Orders
Planning
General data
Sales
General item data
Item type
Item group
Item Classifications
Revision control
Serial Control
Lot Control
Specific data by
Department
(sub entities)
Costing data
Planning data
Ordering data
Project data
Service data
Default warehouse
Production data
Sales data
Warehousing data
Purchase data
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Cost Price Calculation
• Cost and valuation calculation multiple times daily
• One Standard Cost per item / company
• Inventory valuation defined by item / warehouse / warehouse valuation
groups
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Internal and Affiliated Business Partners
• Represents internal entities
• Via enterprise units (finance company link-Single Logistic)
• Warehouse, sales office, purchase office
• Service office, shipping office, accounting office
• Project
• Via Site (Multi-Logistic)
• Enables invoicing of inventory movements across logistics companies
without internal EDI
• Warehouse transfers
• Multi-site customer delivery
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Internal Invoice Relations
Warehouse 100
Fin Co 100
Log Co 100
Inventory (Goods)Transfer
Bilateral Invoice
Warehouse 200
Fin Co 200
Log Co 100
Triangular Invoice
Warehouse 200
Fin Co 200
Log Co 100
Warehouse 100
Fin Co 100
Log Co 100
Business
Part
ABC
Sales order
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Inventory Tables
• Decoupled from item master
• Various drill downs / views
• All in one area
• Warehouse management
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Inventory Tables
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Warehouse Management
• Centralized inventory movement
• Centralized inventory reporting
• Warehousing Order numbers reflect origin order numbers
QM
Sales
Service
Finance
Planning
Warehouse Management
Receipts/Issues/Transfers
Valuations
Cycle Counting
Packaging and Storage
Order Generation
Assembly Control
SFC
Project
Purchase
EDI
Freight Management
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Distribution Package
• Sales and Purchasing are broken out into different packages
• Pricing is part of the Common Data
• Customer dashboard 360
• Supplier dashboard 360
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Warehousing Decoupled from Sales and
Manufacturing
• Warehouse is an independent package removed from distribution (td)
package
• Inventory Valuation tied to Item and warehouse
• Default valuation methods are very flexible and can be defined by
• Item valuation group
• Warehouse valuation group
• Additional functionality
• Flexible transaction processing with automatic activity settings
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Restructure Benefits
• Centralized control / separation of duties
• Flexibility with control
• Ease of modeling
• Multi-site / multi-company
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Functionality Enhancements
• Improvements for flexibility
• Updates for efficiency
• Streamlined business processes
• Elimination of customizations
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Available/Capable to Promise
• Normal ATP
• On hand and projected
• Capacity CTP
• Component CTP
• Product Family CTP
• Channel ATP
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Order Promising Status
• ATP/CTP for all origins
• CRM, manual, EDI, quotations
Pending
Accepted
Not accepted
• Saving sales orders
• Fails ‘CTP Check for Sales’
• No planned inventory transaction
• Batch inventory check
• Order promising status
1.
inventory
check
2.
3.
inventory
shortage
handling
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Cluster Planning
Company 100
Warehouse
SLS100
Warehouse
SLS303
2 units of item A
Item RS1 ___ A
2 units of Inventory
4 units of item A
Item LS1 ___ A
4 units of Inventory
Cluster RS1
Cluster LS1
Warehouse
CSW100
Item A
3 units of Inventory
Company 200
Multi company enabled
 Three separate planning items
 Individual supply and demand
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Supplying Relationships
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Allocation and Hard Pegging
• Multi Level ‘specification’ association
• Specification travels throughout the process
•
•
•
•
Sales order
SFC production order
Planning
Purchasing
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Allocation and Hard Pegging
LAC
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Location Control (ILC)
• Location control and lot control separated
• No longer dependent
• Location control at item & warehouse
• Item – yes
• Warehouse 1 – no
• Warehouse 2 - yes
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Location Control
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Warehouses and Locations
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Rejection Location/Rejection Handling
• Parts rejected in Purchase receiving await disposition in the rejection
location
• Options for disposition:
• Return to Vendor with Reason code
• Accept as is with Reason code
• Scrap from Rejection with Reason code
• Reason code is required in each disposition option
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Lots & Serials
• Lot and serialization (lot by unit)
• Both can apply to the item
• High volume Serial Scenario
• Lots and/or serials not in inventory
• Allows for tracking with specified transactions using the Lot and Serial Registration
Template
• Low Volume Serial Scenario
• Requires Serial entry with all transactions
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Lots & Serials-Not in Inventory settings
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Multi Company Inventory Transfer
• Multi company inventory transfer
• Transfer
• Transfer(Manual)
• EP Distribution
Warehouse 100
Fin Co 100
Log Co 100
Inventory Transfer
Warehouse 300
Fin Co 300
Log Co 300
Invoice
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Multi Company Inventory Transfer
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Multi Company Inventory Transfer
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Multi Company Inventory Transfer
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Supply and Demand Matching
• Direct material supply (DMS)
• Demand and supply matching
• User specified grouping of warehouses
• Dynamic cross docking
• Receipts link to open demands
• Can Generate the Cross docking requirements or manually enter
• Purchase receipt to waiting sales order or Production order
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Cross Dock Orders
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Consignment
• Inventory ownership
• Company, consigned, customer
• Consignment – pay on use
• Sales and purchase
• Can be defined by BP, item, item group and other classifications available in Terms and
Conditions. This is user defined.
• Order types
• Warehouse types
• Consignment (owned)
• Consignment (not-owned)
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Vendor Managed Inventory
• Supplier manages your inventory
• Viewed from both perspectives
• Customer
• Supplier
• Answers questions related to
• Warehouse management
• Supply planning
• Financial owner of the goods
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Packaging and Storage
• Package definitions
• Pre-defined
• Fixed, variable, mixed
• Handling units
• Identifiable structure
• Packaging and contents
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Inventory
Valuations
•
At item/warehouse level
Can be setup to automatically assign
Valuation Methods using a combination
Item Valuation Groups and Warehouse
Valuation Groups.
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Usability Advancements
• Fewer business process steps
• Flexible order processing (activities)
• Dynamic forms
• Allows easy personalization of screens
• Improved navigation, search and filter capabilities
• WebUI and ION workspace allow for Greater accessibility.
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• Detail session access from other sessions
Easy Session Access
• Material issue from production orders
• Session access controlled via tools
• User roles and templates
• Company, package, module, session,
table, field
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Sessions and Dynamic Forms
Object
BaanIV
Infor LN
Sessions and Forms
Static look and feel
Dynamic. Built on run time
and only valid fields show
Display, Maintain & Print
Separate print, display. and
maintain sessions
Combined into one with
print icon
Overview and Detail
sessions
Separate sessions
-m000 and –s000
One dynamic form
Multi main table logic
New suffixes
Form tabs
A separate form for every
tab
One dynamic form can
have several tabs
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Dynamic Forms
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Dynamic Forms
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Dynamic Forms
Highlight the line
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Dynamic Forms
Applicable options appear – can personalize the tool bar
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User Personalizations – Toolbar Icons
Object
BaanIV
Infor LN
Toolbar Icons
Static
User modified
Fields on Grid
Static
User modified
Session Column Width
Static
User modified
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User Personalizations – Toolbar Icons
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User Personalizations – Toolbar Icons
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User Personalizations – Toolbar Icons
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User Personalizations – Toolbar Icons
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
No Queue Time field
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User Personalizations – Column Width
Hover the mouse and left click.
Drag and drop the column width
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User Personalizations – Column Width
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Usability
Object
BaanIV
Infor LN
Dynamic Index Switching
‘Order’ option
Expanded
Find and Sort
Not supported
Sort within find search
Filtering
Query by form.
Query can not be saved.
Multiple filter support.
Filters can be saved and reused later
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Dynamic Index Switching
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Find and Sort
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Easy Filtering
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Easy Filtering
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Dashboards
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Dashboards
• Greater visibility
• Central session for navigation
•
•
•
•
•
•
Items
Work centers
Customer 360-CRM
Project
Inventory
Many more
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Dashboards
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Dashboards
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Dashboards
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Dashboards-Customer 360 (CRM & Sales )
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For more information go to:
http://inforln.com
www.performaapps.com
Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners
703.251.4504 or [email protected]
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