Transcript Presentation Title

Infor XA Release 7
An Executive Perspective
Deborah Vermillion
VP Consulting Services
[email protected]
Deborah Vermillion
Professional Experience
• MBA, CPIM, CIRM
• IT Development Manager, ERP Project
Manager
• 20 Years XA Experience
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; AutomotiveNissan, Honda, Toyota suppliers,
Batch-Chemicals, Paper;
Configure to Order, Make to Order
& Stock-Lighting, Electrical and
Large Capital Equipment.
MAPICS Experience
• 20 Years implementation and project
management experience
• Certifications in EPDM, Production,
Procurement, Inventory, Cost Accounting
Agenda
1.
2.
3.
4.
5.
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?
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?
Java Architecture Infrastructure
NETWORK
Web
Data
Base
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?
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. Is Release 7 ready for You?
4. How do I get there?
5. 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. Tailor 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
Highlight Exception Items
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
Compound Cards
Column Totals and Statistics
Quick Change
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
Cost Simulation Object
Cost Simulation Object
Results at total item level…
…and by cost element…
…and by summary.
Costed Indented Bill of Material
Cost elements
Summary costs
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
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
Better Hold
Management
CSM
Reports
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 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 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
(Renamed but same designator.
Note Reverse action.)
• 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).
SHIPPING FUNCTIONALITY
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.
Add/maintain
customers with IFM
Add/maintain
vendors with
IFM
New IFM Summaries
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 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 PowerLink 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 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
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
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
Infor Integration-Enterprise Software Bus
XA
Infor ERP
SW
PO
ASN
Infor
PO 1
App
EAM
Infor
PO2
App
Infor
App 3
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
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. Tailor XA to meet your specific needs
3. Tailor XA to meet your specific needs
Purchased
Manufactured
Develop Applications
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
4. Connectivity and Collaboration
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)
Agenda
1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?
5. Summary
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 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 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
Agenda
1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?
5. Summary
How do I get there?
1.
2.
3.
4.
Define your vision
Infrastructure Planning
Implement the R7 Platform
Deploy the enhancements
Define your Vision
Office
Single
user
interface
W
S
XML Other System
WS HTML XML
Customize
User
User
Infor XA
JDBC
Quality
Departmental System
(SQL Server)
Infrastructure Planning
Integrator
CSM
SystemLink
OBPM
EPDM
NetLink
PM
R 7 Java
R 7 Green Screen
MM
Infrastructure Planning
1. Performance Planning
• Determine Server Requirements
•
•
•
•
R7 performance has been tuned
Offload to PC servers
Network Considerations
Client Considerations
• Your affiliate and Infor can help
2. Technical Education
• R7 Infrastructure operations
Implement the R7 Platform
1. If Green Screen only, similar to
previous migrations
• Minimal application changes
• Evaluate impact to custom programs
2. With Java applications
• Link Manager Configuration
• Client Deployment
Deploy the Enhancements
1. Existing ‘Browser’ User
• Basic Training on enhancements
2. New Java User/s
• Potential for significant process
improvement
• Consulting assistance to develop
streamlined processes supported by new
tools
3. Project for significant deployment
Summary-Why go to XA 7?
1.
2.
3.
4.
5.
6.
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
Questions or
comments?
Thank you!!