4 Where Did We Focus? Multi-Site Financials BOM and Invoice Builder Home FormsAdded Site Group – Excel FinancialsData Management – Customer, Items, VendorsSourcing Logic – Order EntrySingle InstanceFinancialsMulti-Books and CalendarsAnalysis DimensionsWhat-If Costing Analysis
5 Where Did We Focus? Pricing, Promotions, Rebates Surcharges Compliance – RoHS & REACHProcess Overview FormsAPSWork Center Scheduling & SequencingFreeze Operations in the SchedulerPlanning by WarehousePortalsCustomer Portal – Order EntryReseller PortalSo much more……..
7 Multi-Site Bill of Material Builder New ProcessSyteLine users will use the new “Multi-Site Bill of Material Builder” form to copy an item’s current bill of material to selected sites.Not in ScopeThe new builder will not copy the Standard Bill of Materials, only Current.Only a single level Bill of Materials will be copied, not the indented (Full) BOM.This functionality has no impact on the ECN process.
9 Multi-Site Invoice Builder New ProcessPrint Invoices and Credit Memos for many SitesOne Base Site, many Target Sites in your IntranetRegular, Blanket or Progressive Billing InvoicesAlphanumeric Builder Invoice Number (Site ID + Invoice Number)Reprint Invoices and Credit Memos for all SitesMulti-Site Invoice Posting (one Site at a time)
14 Sourcing Info at Order Entry New ProcessOn entry of a customer order line item, user will be given more information to determine which site to ship from.I do central order entry at my Ohio Site but where best to make and ship the product?Who has inventory? Who has capacity?Who is closest to the customer?TexasOhioIowa
18 Multi Site SQL Configuration Options Site AData / CodeSite A and BData / CodeSite A, B, CData / CodeSite BData / CodeSite CData / CodeSite CData / Code.
19 Key Points User will not know which SQL structure is being used User will still only have view/permissions based on the site they log intoMulti Site functionality will be the same across all SQL structuresWhen multi sites are in a single SQL database, we will require SQL Enterprise (Data Partitioning)When all sites are in their own SQL database, you will be able to use Standard or Enterprise SQLRoutines will be available to combine individual sites into a single SQL database.In the future, we are planning a routine to split a site from a SQL database.
20 Pros and Cons - Single Instance Multi Site Apply patches and service packs to only one database.UETs once for all sitesAES logic once for all sitesAdhoc reporting across sitesBackup of fewer DBsCONSAll sites must run the same version.Selling off a siteEnterprise SQL requiredAll sites must be on same SQL serverRebuilding an index will lock table for all sites
21 SL 9 New Schema Structure Most all database names have been changed.item = item_mstcustomer = customer_mstco = co_mstjob = job_mstEach _mst table will have a new site_ref column.site_ref will be a part of every index
22 SL 9 New Schema Structure We made very few code changes to SyteLine to support this new structure.New SQL viewsEvery table that was renamed to _mst will have a view of the old name.item, customer, co, job, etc will be SQL viewsItem View SELECT * FROM item_mst WHERE site_ref = CONTEXT_INFO()) GO Any code you have developed can continue to call the same table names.
23 SL 9 New Schema Structure When all sites are in single database, _all tables will not be usedWhen connecting using initsessionsp you will now be required to pass site as a parameter.Reports Task: Modify .rdl(s) to pass in BG_SITEID as a parameter to the Sp.Modify report stored procedures that are being called from an rdl:to accept a parameter @pSite SiteType = NULLAnd then pass this parameter to dbo.InitSessionContextSp or dbo.InitSessionContextWithUserSp, whichever is being used.
25 Financial Sets of Books (FSB) New ProcessSyteLine will now allow for multiple Financial Sets of Books as well as the ability to have a separate year end adjustment period and financial calendars with different year end dates.OverviewAllows multiple Financial Set of Books (FSB) to be created in SyteLineAn FSB allows a new ledger to be recorded. The new ledger can contain any combination of the following:Different accounts than the General Ledger (GL)A different currency than the GL (non-domestic currency)A different financial calendar than the GL (different periods / fiscal year)The new FSB can be used for governmental or internal company reporting where a ledger other than the GL is required
29 Analysis Dimensions New Process Other tables can be linked to the Chart of AccountsAllows you to Analyze Ledger transactionsBy Customer, Vendor, Item or other tablesInclude constants and user-defined formulasExport to Excel and other tools for further analysis
30 Analysis DimensionsNew Form – Chart of Accounts Dimensions
31 Analysis DimensionsNew Form – Chart of Accounts Details
32 Costing Analysis Workbench New ProcessUsers can set up Cost Alternatives (i.e.. Summer 2014, Final 2013, etc.)Copy Current or Standard Routing to your Cost AlternativePerform “What-If” changes to Labor, Material and OH RatesCopy Approved Cost Rate changes to “Live”Compare your changes to Current, Standard, other AlternativesFreeze your Costing History
35 Promotion Pricing New Process Maximum Promotion Amount and Quantity Effective and Expiration DatesMinimum Order Quantity, Minimum Order Line ValuePromotion based onDiscount PercentDiscount AmountFixed PriceFree Quantity (Buy 4, get 1 free: Order Quantity = 5)Campaign, Salesperson, Customer, Ship-To, Customer Type, Corporate Customer, End User Type, Product Code, Item or Warehouse on the Order LineMaximum Promotion Amount and Quantity
39 RebatesNew ProcessEarned Rebate, Deferred Revenue, until Credit Memo is createdInvoice Amount * Rebate Fair Value * (planned) Redemption RateEffective and Expiration DatesNumber of Periods (after Invoice Date) before Credit Memo expiresMinimum Qualifying Amount (per Customer, per Program)Minimum Qualifying Quantity (per Customer, per Program)Campaign, Salesperson, Customer, Ship-To, Customer Type, Corporate Customer, End User Type, Product Code, Item or Warehouse on the Order Line
50 Compliance Programs New Process User defined Compliance Programs Each low-level item can be flagged as compliant or non-compliant.When the flag is changed, a utility will process each item’s indented bill-of-material and set the item to non-compliant if any item in its BOM is non-compliant.
56 1. Shape turns orange when you click on it. 2 1. Shape turns orange when you click on it Green square uses the Form Launch style sheet and only provides a visual cue to the user that the double-click action will launch a SyteLine form. This indicator will be present only when the double-click event is specified for the SL Form shape. 3. Red triangle (inverted) uses the RightClick style sheet and only provides a visual cue to the user that a tooltip or mouse right-click menu is available 4. Mouse right-click menu will launch form events. Help is included by default. 5. Tooltip replaces lists that had been included with some "BSC" static right-click menus.
60 Jobs – Resource Sequencing Current FunctionalityThe existing process allows users to manually move operations around, one at a time, within a Resource using the Resource Sequencing form. Changes made here are visible on the Resource Dispatch List Report but are not honored by Scheduling.New FunctionalityA new form, Resource Sequencing Sort Setup, will allow users to select up to six fields from the following tables: job, jobroute, item, coitem, co, for a given Resource. These new fields will display on the Resource Sequencing form. Users can choose to Sort operations by these fields. Once sorted the system will re-set the Operation Start and End Dates accordingly. There will be the added ability to Freeze/UnFreeze operations for the next Scheduling run. When a job operation is Frozen, it and all its previous operations are also Frozen. During a Scheduling run all Frozen job operations will be honored by standard Scheduling. This new process is optional to users.
61 Resource Sequencing Sort Setup New Form Can set up to six sequences
64 Freeze Operations in the Scheduler Current FunctionalityUsing the Resource Gantt Chart - Scheduler form, manually alter the time frame or the sequence of scheduled job operations to be performed by a particular resource.If using the “Use Planning Output for Scheduling” the user is able “freeze” jobs, otherwise any alterations are not honored the next time the Scheduler is run.New FunctionalityThe existing Resource Gantt Chart – Scheduler has been enhanced to allow freezing of the operations or orders on the schedule through a right-click option.The frozen operations will be reflected in all Scheduling analysis forms and reports available to the user, includingResource/Resource Group Load Profile – Scheduler, Resource/Resource Group Utilization – Scheduler, Resource/Resource Group Schedule, Resource/Resource Group Dispatch List Report, Resource/Resource Group Summary Report
67 Planning by Warehouse Warehouse Types Default warehouse Location of all manufacturing planned by APSDistribution warehouseCan maintain supply for defined itemsUnsatisfied demand met by transfer from default warehouseDedicated warehouseNot seen by APS Planning
68 Current Functionality APS planning model supports only the main warehouseDedicated and distribution warehouses hidden from APSAll other warehouses are treated collectively as a single entitySyteLine 8.03 added the ability to feed APS distribution warehouse demands in a pre-processing step
69 New Functionality Add item/warehouse sourcing rules Reserve for customerReserve for work centerPriorityAdd warehouse and item/warehouse constructs to APS modelSupport warehouse specification in APS demands/suppliesAs needed, generate planned transfers between default warehouse and distribution warehouses
71 SyteLine Portals Feature Summary Order Entry: Pre-login product browsing with cart, B2C user can create account and check out via credit card.Beautiful: Dynamic browsing experience that leverages the user interface power of modern browsers. Five out-of-the-box style themes that can be customized or used as-is for fast deployment. Contextual data where you need it.Multi-site: Users see a single view of their data automatically consolidated across SyteLine sites.Customizable: Architecture that enables UI and business logic changes without knowledge of web programming languages. Automatically tracks modifications to keep them separate from Infor code eliminating conflicts during patches and updates. Dynamic restyling on the fly based on who logged in or other criteria.Highlights & ObjectivesCustomer PortalOnline orderingOn Account or Credit CardBreak Price visibilityDrop ShipPer-site pricing and CTP for B2BProducts Category SearchContract Ordering / Quick OrderingOrder Status with Shipment TrackingAccount Balance / Invoice ReprintCustomer InteractionsService (FS+)Incidents and Knowledge BaseUnit RegistrationReseller PortalAll Customer Portal Functionality plus:Customer ManagementCommissions DuePose-as CustomerService (FS+)OrdersOrder TransactionsVendor PortalCurrent Purchase OrdersFuture Planned OrdersOn Time Delivery StatisticsConsigned Inventory ManagementInventory Level ProjectionsProduct Price ContractsItem Price Requests Across VendorsVendor Interactions
80 SyteLine 9 TrainingTraining Videos are being developed for new features73 videos are being built including Portals.More details then previous training videos.SyteLine EnhancementsAdd Purchase Order Change LogAdd Transfer Order Change LogGenerate AP Transactions: Display Expense AccountReprice PO Lines when Vendor is added or changedUnit Codes on the Account Balances ReportSecondary Sorting on GL reportWhere Used Report: Unit Code CombinationsTotal Inventory by Account: Display Unit Code detailCost Analysis WorkbenchRecurring JournalsPrevent transactions to Control Accounts (IFRS)
82 What’s After SyteLine 9.00.00 Industry Pack – Automotive Industry Pack – Molding & FabricationIndustry Pack – Distribution for ManufacturingIndustry Pack – A & DIndustry Pack – Cores & RemanufacturingEmployee Self-Service PortalSyteLine – Service/Action PackSyteLine – Feature Pack
83 Infor SyteLine in the Cloud – Re-launch Multi-Tenant – Jim PlourdePut a “Bow” around itSingle Instance Multi-SiteNo Developer, Report Source, or Source codeOne Forms Database, Named Users Only, max 100 usersOnly Mongoose ProductsAll server Admin performed by Cloud teamReportingWorkbench SuiteRequired SQL EnterpriseGovernance rulesAbility to monitor processes like reports, save transactions, and events so that we eliminate the effect on other tenants
84 Infor SyteLine in the Cloud – Re-launch Single –Tenant – Tony VitelliPut a “Bow” around it – but allow for A la carte for an additional feeNo limitations on Multi-SiteOnly Mongoose ProductsShared server Admin between customer and AMSReportingSSRS – Customers can create their own reportsPersonalizations - allowedRequired SQL EnterpriseION is an option
87 Infor SyteLine BI SL BI Team (3) started Nov. 1st 2012 GA April 18th, 2013Four sales before end of MayMany opportunities in the pipelineWork on Early AdopterCADWELL INDUSTRIESECNET LIMITEDELECTRO SWITCH BUSINESSKIRBY RISK CORPORATION
88 SyteLine BI Analytical Cubes 10 SyteLine BI CubesAccount Receivable AnalysisBookings AnalysisBusiness Performance AnalysisFinancial Income AnalysisInventory AnalysisJob Efficiency AnalysisMaterial Scrap AnalysisSales and Product Contribution AnalysisSales Delivery AnalysisVendor Received Analysis
89 Four SyteLine Dashboards FinanceInventory and PurchasingManufacturingSales
92 What’s new in Infor SyteLine BI 9.00 Sales Planning and BudgetingDrill Through Detail ReportsInventory Periodical Snapshot AnalysisIncremental Data LoadingKPI Analysis by YTD,QTD,MTDSupport Multi-Site in One Instance
93 Sales Planning and Budgeting Enable sales volume planningAllow write back to OLAP server
94 Drill Through Detail Reports Present business performance details in addition to Dashboard overviewLevel 1 drill through detail reports
95 Drill Through Detail Reports Level 2 drill through reports
96 Inventory Periodical Snapshot Analysis Allow measuring inventory level of each product at each warehouse on a daily basisEnable comparison of Inventory performance across time series
97 Incremental Data Loading Optimized data loading performanceLatest DataIdentify Changed Data between This and Last Loading TimeCopy of Data at Last Loading Time
98 KPI Analysis by YTD,QTD,MTD Additional Time Calculation dimension to enable analysis by YTD,QTD,MTD