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Infor XA Release 7 An Executive Perspective Deborah Vermillion VP Consulting Services

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Presentation on theme: "Infor XA Release 7 An Executive Perspective Deborah Vermillion VP Consulting Services"— Presentation transcript:

1 Infor XA Release 7 An Executive Perspective Deborah Vermillion VP Consulting Services

2 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.

3 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

4 What is XA Release 7? Java Architecture Infrastructure NETWORK server iSeries Application Server Web Server Custom Definition Server Database DB2/400 HTML Server XML Server iSeries Application Server Database DB2/400 Legacy Architecture

5 What is XA Release 7? Java Architecture Infrastructure NETWORK Data Base Web

6 One platform for total enterprise integration Quality JDBC Custom System (SQL Server) Infor XA User User Customize XMLHTMLWS Other System XML Thin Client Web Site WSWSOfficeExcel What is XA Release 7?

7 Java Architecture User Interface

8 What is XA Release 7? Powerful Functional Enhancements..now and in the future

9 What is XA Release 7? Powerful Functional Enhancements..now and in the future

10 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

11 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

12 Implement at your own pace Release 6 Green Screen MM MM PM PM EPDM EPDM OBPM OBPMCSM R 6 Browser ‘Smalltalk’ Integrator Integrator SystemLink SystemLinkNetLink Release 7 Green Screen R 7 Browser Java

13 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

14 Quick change Graph cards Compound cards Presentation schemes Subset tip text Cascading subsets Power expand URL & 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

15 Highlight Exception Items

16 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 Graph Cards

17 Compound Cards

18 Column Totals and Statistics

19 Quick Change

20 All Available over the Internet

21 PO P for $11, needs approval Proactive Notification with Alerts

22 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

23 Cost Simulation Object

24 Results at total item level… …and by cost element… …and by summary. Cost Simulation Object

25 Cost elements Summary costs Costed Indented Bill of Material

26 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 REQ 1123A10Apr 1 ITEMQTYDATE Apr Apr Apr Apr 6 Priority:1 Contract:123

27 Purchase Requests From the requisitions Overall status All/Some/None

28 Purchase Requests

29 Requisitions Purchase Request items are requisitions

30 Benefits Purchase Request is for the requisitioner, not the buyer –No change to buyer’s process Manage and track requisitions as a group –For order, job, contract Quick glance shows status –Drill-down to see more

31 PO Variance Comparison cards Define ‘Standard’…

32 PO Variance

33 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

34 New End Order CSM Reports Better Hold Management

35 Invoicing Invoices can now be generated from orders or shipments. As a standard host job, the invoices can be ed or stored as text, HTML, and/or PDF documents.

36 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.

37 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

38 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.)

39 SHIPPING FUNCTIONALITY

40 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.

41 Add/maintain vendors with IFM Add/maintain customers with IFM

42 New IFM Summaries

43 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.

44 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.

45 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

46 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”

47 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….

48 Lean Execution and Planning

49 Infor App 2 PO Infor ERP Infor ERP 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 ESB Infor App 1 PO SWEAM Infor App 3 XA XA POASN

50 SupplyWEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way eKanban Pull Signals Supplier Managed Inventory (SMI)

51 Asset - Equipment Work Management Materials Management Purchasing Management Administration Management Reporting World Class Enterprise Asset Management

52 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

53 3. Tailor XA to meet your specific needs

54 Purchased Manufactured 3. Tailor XA to meet your specific needs

55 Develop Applications

56 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

57 4. Connectivity and Collaboration

58 Link business processes outside your 4 walls Integrate multiple systems Integrate multiple platforms Leverage desktop applications 4. Connectivity and Collaboration

59 Secure web access to your objects Infor XA User Customize HTML Custom business processes Create objects and deploy over the web

60  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. Secure web access to your objects

61 Integrate XA with your web page… Infor XA User Customize XMLHTML Web pages talk XML natively Create web pages that talk XML to your ERP system

62 Integrate XA with your web page…

63 Integrate with other systems Infor XA User Customize XMLHTML ERPBackbone Other System XML Other system –Financial, CRM, shop floor, CAD… Includes edits, calculated fields, business rules Honors security

64 Download/upload bulk data

65 Integrate with Desktop applications Infor XA User WSWSOffice Customize XMLHTMLWS Costs Budgets Forecasts Prices Other System XML

66 Integrate with Desktop applications

67 Quality JDBC Integrate other applications Departmental System (SQL Server) Infor XA User User WSWSOffice Customize XMLHTMLWS Other System XML Single user interface

68 Objects from QA’s system (SQL Server)

69 Quality JDBC One platform for total integration Departmental System (SQL Server) Infor XA User User WSWSOffice Customize XMLHTMLWS Other System XML Single user interface

70  Access QA data over the Internet

71 Quality JDBC One platform for total integration Departmental System (SQL Server) Infor XA User User WSWSOffice Customize XMLHTMLWS Other System XML Single user interface

72 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

73 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

74 Is Release 7 Ready for You? R7 is implemented on a large scale in mid-sized companies “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 “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

75 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

76 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

77 How do I get there? 1.Define your vision 2.Infrastructure Planning 3.Implement the R7 Platform 4.Deploy the enhancements

78 Quality JDBC Define your Vision Departmental System (SQL Server) Infor XA User User WSWSOffice Customize XMLHTMLWS Other System XML Single user interface

79 Infrastructure Planning MM MM PM PM EPDM EPDM OBPM OBPMCSM R 7 Java Integrator Integrator SystemLink SystemLinkNetLink R 7 Green Screen

80 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

81 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

82 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

83 Summary-Why go to XA 7? 1.My Infrastructure is now ‘nimble’ 2.My ‘Enterprise’ is now connected 3.Information is now available 4.My processes are more streamlined 5.My users are more productive 6.Roadblocks (quality, performance) have been removed

84 Questions or comments? Thank you!!


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