Presentation on theme: "Infor XA Release 7 An Executive Perspective"— Presentation transcript:
1 Infor XA Release 7 An Executive Perspective Deborah VermillionVP Consulting Services
2 Deborah Vermillion Professional Experience MBA, CPIM, CIRM IT Development Manager, ERP Project Manager20 Years XA ExperienceMAPICS Experience20 Years implementation and project management experienceCertifications in EPDM, Production, Procurement, Inventory, Cost AccountingMy 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 AgendaWhat is XA Release 7?What are the improvements?Is Release 7 ready for You?How do I get there?Summary
4 Custom Definition Server What is XA Release 7?Legacy ArchitectureJava Architecture InfrastructureNETWORKserveriSeriesApplication ServerWeb ServerCustom Definition ServerDatabaseDB2/400HTML ServerXML ServeriSeriesApplication ServerDatabaseDB2/400
5 Java Architecture Infrastructure What is XA Release 7?Java Architecture InfrastructureNETWORKWebDataBase
6 One platform for total enterprise integration What is XA Release 7?One platform for total enterprise integrationThin ClientWeb SiteWSOfficeExcelOther SystemXMLWSInfor XAHTMLXMLQualityJDBCCustom System(SQL Server)CustomizeUserUser
7 What is XA Release 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 Lean Execution and Planning (LEAP) What is XA Release 7?New ApplicationsLean Execution and Planning (LEAP)Integrates Lean execution with MO’s or REP schedulesInfor Supply WebElectronic Supplier CommunicationsInfor Enterprise Asset ManagementLeverage Infor’s Solution Library
11 What are the improvements? AgendaWhat is XA Release 7?What are the improvements?Is Release 7 ready for You?How do I get there?Summary
12 Implement at your own pace IntegratorSystemLinkNetLinkMMPMEPDMOBPMCSMR 6 Browser ‘Smalltalk’R 7 Browser JavaRelease 6 Green ScreenRelease 7 Green Screen
13 What are the improvements? Easy Access to Information improves decision makingImproved Application FunctionalityTailor XA to meet your specific needsConnectivity and collaboration beyond your walls
14 Easy Access to Information Quick changeGraph cardsCompound cardsPresentation schemesSubset tip textCascading subsetsPower expandURL & buttonsAttachment countColumn statisticsUser definition favoritesExpress customizationLogical field tip textChange templatesCode files deleteAuto logoffAuto key generationOpen actionWorkspaces
24 Results at total item level… Cost Simulation ObjectResults at total item level……and by cost element……and by summary.
25 Costed Indented Bill of Material Cost elementsSummary costs
26 Purchase Requests New object on main browser Ties together requisitionsLike a headerHandle requisitions as a groupMakes entering and tracking requisitions easierPurchase RequestBuyer: John DoeWhs: AtlantaREQ1 123A 10 Apr 1ITEMQTYDATEApr 8Apr 8Apr 1Apr 6Priority: 1Contract: 123
27 Purchase Requests From the requisitions Overall status All/Some/None
29 RequisitionsPurchase Request items are requisitions
30 Benefits Purchase Request is for the requisitioner, not the buyer No change to buyer’s processManage and track requisitions as a groupFor order, job, contractQuick glance shows statusDrill-down to see more
33 R7.8 Expanded Process Functionality Customer Service ManagementEnd order enhancementSplit commissionsPrice booksReportsInvoicing from orders or shipmentsHolds – list view gives visibilityComments maintenanceCustomer/industry item maintenanceContracts/promotions maintenanceIFM customer maintenance
35 Invoicing Invoices can now be generated from orders or shipments. As a standard host job, the invoices can beed or stored as text, HTML, and/or PDFdocuments.
36 R7.8 Expanded Process Functionality Enterprise Product Data Management (non-EPDM environments still the same)Maintain kits and kit componentsProcurement ManagementIntegration 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)CameleonDe-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 ManagementNew 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 warehouseInventory Status and Non-netting LocationsNew 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 combinedCustomer order shipments (complete only for now)Invoicing
38 New Inventory Transactions Issue Item (IS) – formerlyMiscellaneous issue.Receive Item (RC) –formerly Miscellaneous receipt.Issue Sales Item (SA) – formerlySales Shipment.Transfer Item (TW) – formerlyInterwarehouse Transfer, and therelated generatedInterwarehouse Issue (IW) andInterwarehouse Receipt (RW).(Renamed but same designator. Note Reverse action.)
40 R7.8 Expanded Process Functionality IFMMaintenance of:EntitiesCustomerVendorsNew summary levels and analytical functionsCredit information updated in real timeIncreased length of bank account number to 60 characters to handle bank ID codes and international bank ID codes.
41 Add/maintain customers with IFM Add/maintain vendors with IFM
43 R7.8 Expanded Process Functionality Order-Based Production ManagementApplication setting controls how users are notified when changing MO quantities with discrete allocations.Net-LinkSupports multiple internet browsersEnvironment ManagementIncludes Product Update feature to analyze and apply PTF’s, PCM’s and migrations from R6 to R7.
44 R7.8 Expanded Process Functionality IntegratorImports 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 enhancementsAdd 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 ManagerProvides enhancements for managing machines, processes and environments.System-LinkCalls to host jobs and reportsDefine transactions groupsSupports conditional blocks in System-Link requestsPerformanceExtra caching of customization dataUse of System i SQL query engine
46 IFM – Functions in process Phase I – “Establishment”All table maintenanceEntities, divisions, ledgers, withholding tables…45% of menu optionsPhase II – “Transactions”Journal entriesCash receiptsAR InvoicesAP InvoicesPhase III – “The rest”
47 Lean Execution and Planning Lean Execution and Planning includes:Kanban setup and managementElectronic production/rate boardsBackflushing with or without an M.O.Kanban integration with XA’s shop floor tools“drag and drop” M.O. / Kanban schedulingand much more….
49 Infor Integration-Enterprise Software Bus Infor ERPXAPOASNPOInforApp 1POInforApp 2InforApp 3SWEAMESBEnable functions once to interact with the busMay now interact with any other application enabled for the busLet App 1 = SupplyWEBLet App 2 = EAMBoth can use PO’s in the ERP systemThe answer is System-Link, the XML program interface to any Power Architecture object, including those created by the company. System-Link provides a way to programmatically inquire into and update XA objects. It requires an XA user ID and password, and observes all security as though the requesting program were a user. It also provides all the same edits and calculated fields a user would see.XA provides web services via Enterprise Integrator as a front-end to System-Link. A web service is simply the industry-standard way of doing what System-Link does directly. A programmer can use a web service for XA and never see the underlying XML going to and from System-Link.WebSphere MQ is the messaging system that allows System-Link to operate asynchronously. The request can be sent to XA without waiting for a response. The response can be sent minutes or hours later.What all this means is that as XA is migrated to the Power Architecture the application functions are enabled for services. As a company customizes XA in the Power Architecture the objects they create or change are also automatically enabled for services. In this way, XA can fully participate in the larger Infor global technology strategy.
50 SupplyWEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies:Scheduled ReleasesShip SchedulesDiscrete PurchasesOne Way eKanban Pull SignalsSupplier Managed Inventory (SMI)
51 World Class Enterprise Asset Management Asset - EquipmentWork ManagementMaterials ManagementPurchasing ManagementAdministration ManagementReporting
52 World Class Enterprise Asset Management Easy to usePre-set configurationsSimplified InstallationPre-define KPI/Inbox’sLow database and server costsSimplified User setupUser defined Hyperlinks for fast data entryFinancial Integration to XA included
56 Everything you customize is “transparent” to the release. Release Transparency!This is a big deal!You plan to be with your ERP system for a long timeA long time = lots of custom projectEverything you customize is “transparent” to the release.Customized software but not modifiedNo source code changesAt release time, changes are brought forward and reapplied
58 4. Connectivity and Collaboration Link business processes outside your 4 wallsIntegrate multiple systemsIntegrate multiple platformsLeverage desktop applications
59 Secure web access to your objects Custom business processesCreate objects and deploy over the webHTMLCustomizeInfor XAUser
60 Secure web access to your objects Create and deploy objects on the web in minutesNavigation, customization, attachments…all automaticNote: Enterprise Integrator is required for Net-Link to see new or changed objects.
61 Integrate XA with your web page… Web pages talk XML nativelyCreate web pages that talk XML to your ERP systemHTMLXMLCustomizeInfor XAUser
71 One platform for total integration WSOfficeOther SystemXMLWSInfor XAHTMLXMLSingle user interfaceCustomizeJDBCUserUserQualityDepartmental System(SQL Server)
72 Is Release 7 ready for You? AgendaWhat is XA Release 7?What are the improvements?Is Release 7 ready for You?How do I get there?Summary
73 Is Release 7 Ready for You? R7 is implemented on a large scale in large companiesPolaris, hundreds of users, multiple sitesVestas, 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 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
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 How do I get there? Agenda What is XA Release 7? What are the improvements?Is Release 7 ready for You?How do I get there?Summary
77 How do I get there?Define your visionInfrastructure PlanningImplement the R7 PlatformDeploy the enhancements
78 Define your Vision Office Other System XML WS Infor XA HTML XML Single user interfaceCustomizeJDBCUserUserQualityDepartmental System(SQL Server)
79 Infrastructure Planning IntegratorSystemLinkNetLinkMMPMEPDMOBPMCSMR 7 JavaR 7 Green Screen
80 Infrastructure Planning Performance PlanningDetermine Server RequirementsR7 performance has been tunedOffload to PC serversNetwork ConsiderationsClient ConsiderationsYour affiliate and Infor can helpTechnical EducationR7 Infrastructure operations
81 Implement the R7 Platform If Green Screen only, similar to previous migrationsMinimal application changesEvaluate impact to custom programsWith Java applicationsLink Manager ConfigurationClient Deployment
82 Deploy the Enhancements Existing ‘Browser’ UserBasic Training on enhancementsNew Java User/sPotential for significant process improvementConsulting assistance to develop streamlined processes supported by new toolsProject for significant deployment
83 Summary-Why go to XA 7?My Infrastructure is now ‘nimble’My ‘Enterprise’ is now connectedInformation is now availableMy processes are more streamlinedMy users are more productiveRoadblocks (quality, performance) have been removed