1. SyteLine 9 How it will expand your opportunities

2. Thank You! .

3. Coming in the Fall – SyteLine 9

4. Where Did We Focus? Multi-Site Financials BOM and Invoice Builder
Home Forms
Added Site Group – Excel Financials
Data Management – Customer, Items, Vendors
Sourcing Logic – Order Entry
Single Instance
Financials
Multi-Books and Calendars
Analysis Dimensions
What-If Costing Analysis

5. Where Did We Focus? Pricing, Promotions, Rebates Surcharges
Compliance – RoHS & REACH
Process Overview Forms
APS
Work Center Scheduling & Sequencing
Freeze Operations in the Scheduler
Planning by Warehouse
Portals
Customer Portal – Order Entry
Reseller Portal
So much more……..

6. Multi Site

7. Multi-Site Bill of Material Builder
New Process
SyteLine 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 Scope
The 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 Process
Print Invoices and Credit Memos for many Sites
One Base Site, many Target Sites in your Intranet
Regular, Blanket or Progressive Billing Invoices
Alphanumeric Builder Invoice Number (Site ID + Invoice Number)
Reprint Invoices and Credit Memos for all Sites
Multi-Site Invoice Posting (one Site at a time)

10. Invoice Builder Selection Screen

11. Home Forms Multi-Site Group added to Buyer, Controller, Inventory Control, Production Planner, Customer Service, and System Administrator Home forms

12. Multi Site Master Data Management
Items, Customers and Vendors

14. Sourcing Info at Order Entry
New Process
On 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?
Texas
Ohio
Iowa

15. Customer Order Line Multi-site Source Button

16. Multi-Site Item Sourcing

17. Single Instance Multi Site

18. Multi Site SQL Configuration Options
Site A
Data / Code
Site A and B
Data / Code
Site A, B, C
Data / Code
Site B
Data / Code
Site C
Data / Code
Site C
Data / 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 into
Multi Site functionality will be the same across all SQL structures
When 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 SQL
Routines 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 sites
AES logic once for all sites
Adhoc reporting across sites
Backup of fewer DBs
CONS
All sites must run the same version.
Selling off a site
Enterprise SQL required
All sites must be on same SQL server
Rebuilding an index will lock table for all sites

21. SL 9 New Schema Structure
Most all database names have been changed.
item = item_mst
customer = customer_mst
co = co_mst
job = job_mst
Each _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 views
Every table that was renamed to _mst will have a view of the old name.
item, customer, co, job, etc will be SQL views
Item 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 used
When 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 = NULL
And then pass this parameter to dbo.InitSessionContextSp or dbo.InitSessionContextWithUserSp, whichever is being used.

24. Finance

25. Financial Sets of Books (FSB)
New Process
SyteLine 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.
Overview
Allows multiple Financial Set of Books (FSB) to be created in SyteLine
An 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

27. Multi – Financial Sets of Books

28. (non-domestic currency)
Ledger Posting
55000
56000
FSB 2
(domestic currency)
10000
11000
30000
50000
FSB 1
(same as GL)
10000
11000
30000
50000
General Ledger
10000
25000
35000
FSB 3
(non-domestic currency)

29. Analysis Dimensions New Process
Other tables can be linked to the Chart of Accounts
Allows you to Analyze Ledger transactions
By Customer, Vendor, Item or other tables
Include constants and user-defined formulas
Export to Excel and other tools for further analysis

30. Analysis Dimensions
New Form – Chart of Accounts Dimensions

31. Analysis Dimensions
New Form – Chart of Accounts Details

32. Costing Analysis Workbench
New Process
Users can set up Cost Alternatives (i.e.. Summer 2014, Final 2013, etc.)
Copy Current or Standard Routing to your Cost Alternative
Perform “What-If” changes to Labor, Material and OH Rates
Copy Approved Cost Rate changes to “Live”
Compare your changes to Current, Standard, other Alternatives
Freeze your Costing History

33. Costing Analysis Workbench

34. Promotion Pricing

35. Promotion Pricing New Process Maximum Promotion Amount and Quantity
Effective and Expiration Dates
Minimum Order Quantity, Minimum Order Line Value
Promotion based on
Discount Percent
Discount Amount
Fixed Price
Free 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 Line
Maximum Promotion Amount and Quantity

36. New Form Price Promotions and Rebates

37. Promotion selected on CO Line
* Item price is $10.50

38. Rebates

39. Rebates
New Process
Earned Rebate, Deferred Revenue, until Credit Memo is created
Invoice Amount * Rebate Fair Value * (planned) Redemption Rate
Effective and Expiration Dates
Number of Periods (after Invoice Date) before Credit Memo expires
Minimum 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

40. New Form Price Promotions and Rebates

41. Customer Order Lines

42. Earned Rebates

43. Credit Memo

44. Surcharges

45. Surcharges New Functionality Material Surcharge Rules Item Contents
Item Content Exchanges
Item Content Prices
Item Contents for Items
Surcharge Rules
Customer and Vendor

46. Customer Order Lines

47. Customer Orders
Surcharge = [ ( Actual Price – Base Price ) * Content Factor * Parm Factor ]
Zinc - [ ( – ) * * 1]
Copper - [ ( – 2500) * * 1]
X 10 Units = approximately $450

48. Order Invoice

49. Compliance Programs

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.

51. Compliance Programs

52. Items Set Compliance (Only updateable on Low-Level Items)

53. Item Compliance Assignment Utility

54. Process Overview Forms

55. Landing Page

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.

57. Customer Flow

58. Projects Definition Flow

59. Jobs – Resource Sequencing

60. Jobs – Resource Sequencing
Current Functionality
The 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 Functionality
A 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

62. Resource Sequencing Added Fields

63. Freeze Operations in the Scheduler

64. Freeze Operations in the Scheduler
Current Functionality
Using 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 Functionality
The 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, including
Resource/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

66. Planning by Warehouse

67. Planning by Warehouse Warehouse Types Default warehouse
Location of all manufacturing planned by APS
Distribution warehouse
Can maintain supply for defined items
Unsatisfied demand met by transfer from default warehouse
Dedicated warehouse
Not seen by APS Planning

68. Current Functionality
APS planning model supports only the main warehouse
Dedicated and distribution warehouses hidden from APS
All other warehouses are treated collectively as a single entity
SyteLine 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 customer
Reserve for work center
Priority
Add warehouse and item/warehouse constructs to APS model
Support warehouse specification in APS demands/supplies
As needed, generate planned transfers between default warehouse and distribution warehouses

70. Portals

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 & Objectives
Customer Portal
Online ordering
On Account or Credit Card
Break Price visibility
Drop Ship
Per-site pricing and CTP for B2B
Products Category Search
Contract Ordering / Quick Ordering
Order Status with Shipment Tracking
Account Balance / Invoice Reprint
Customer Interactions
Service (FS+)
Incidents and Knowledge Base
Unit Registration
Reseller Portal
All Customer Portal Functionality plus:
Customer Management
Commissions Due
Pose-as Customer
Service (FS+)
Orders
Order Transactions
Vendor Portal
Current Purchase Orders
Future Planned Orders
On Time Delivery Statistics
Consigned Inventory Management
Inventory Level Projections
Product Price Contracts
Item Price Requests Across Vendors
Vendor Interactions

72. Customer Portal

73. Customer Portal

74. Customer Portal

75. Customer Portal

76. Customer Portal

77. Reseller Portal

78. Vendor Portal

79. Multiuser Inbox
Transaction Activity
Pending Approvals
Conversions
Failed Events

80. SyteLine 9 Training
Training Videos are being developed for new features
73 videos are being built including Portals.
More details then previous training videos.
SyteLine Enhancements
Add Purchase Order Change Log
Add Transfer Order Change Log
Generate AP Transactions: Display Expense Account
Reprice PO Lines when Vendor is added or changed
Unit Codes on the Account Balances Report
Secondary Sorting on GL report
Where Used Report: Unit Code Combinations
Total Inventory by Account: Display Unit Code detail
Cost Analysis Workbench
Recurring Journals
Prevent transactions to Control Accounts (IFRS)

81. What’s Next?

82. What’s After SyteLine 9.00.00 Industry Pack – Automotive
Industry Pack – Molding & Fabrication
Industry Pack – Distribution for Manufacturing
Industry Pack – A & D
Industry Pack – Cores & Remanufacturing
Employee Self-Service Portal
SyteLine – Service/Action Pack
SyteLine – Feature Pack

83. Infor SyteLine in the Cloud – Re-launch
Multi-Tenant – Jim Plourde
Put a “Bow” around it
Single Instance Multi-Site
No Developer, Report Source, or Source code
One Forms Database, Named Users Only, max 100 users
Only Mongoose Products
All server Admin performed by Cloud team
Reporting
Workbench Suite
Required SQL Enterprise
Governance rules
Ability 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 Vitelli
Put a “Bow” around it – but allow for A la carte for an additional fee
No limitations on Multi-Site
Only Mongoose Products
Shared server Admin between customer and AMS
Reporting
SSRS – Customers can create their own reports
Personalizations - allowed
Required SQL Enterprise
ION is an option

85. Questions and Answers

86. SyteLine Business Intelligence

87. Infor SyteLine BI SL BI Team (3) started Nov. 1st 2012
GA April 18th, 2013
Four sales before end of May
Many opportunities in the pipeline
Work on Early Adopter
CADWELL INDUSTRIES
ECNET LIMITED
ELECTRO SWITCH BUSINESS
KIRBY RISK CORPORATION

88. SyteLine BI Analytical Cubes
10 SyteLine BI Cubes
Account Receivable Analysis
Bookings Analysis
Business Performance Analysis
Financial Income Analysis
Inventory Analysis
Job Efficiency Analysis
Material Scrap Analysis
Sales and Product Contribution Analysis
Sales Delivery Analysis
Vendor Received Analysis

89. Four SyteLine Dashboards
Finance
Inventory and Purchasing
Manufacturing
Sales

90. Process flow for SyteLine Business Intelligence
ETL
Copyright © 2011 Infor. All rights reserved.

91. Summary
SyteLine BI is ready

92. What’s new in Infor SyteLine BI 9.00
Sales Planning and Budgeting
Drill Through Detail Reports
Inventory Periodical Snapshot Analysis
Incremental Data Loading
KPI Analysis by YTD,QTD,MTD
Support Multi-Site in One Instance

93. Sales Planning and Budgeting
Enable sales volume planning
Allow write back to OLAP server

94. Drill Through Detail Reports
Present business performance details in addition to Dashboard overview
Level 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 basis
Enable comparison of Inventory performance across time series

97. Incremental Data Loading
Optimized data loading performance
Latest Data
Identify Changed Data between This and Last Loading Time
Copy of Data at Last Loading Time

98. KPI Analysis by YTD,QTD,MTD
Additional Time Calculation dimension to enable analysis by YTD,QTD,MTD

99. Questions and Answers

100. Thank You! .