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SyteLine 9 How it will expand your opportunities.

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Presentation on theme: "SyteLine 9 How it will expand your opportunities."— Presentation transcript:

1 SyteLine 9 How it will expand your opportunities

2 Template v5 October 12, Copyright © Infor. All Rights Reserved. Thank You!

3 Template v5 October 12, Copyright © Infor. All Rights Reserved. 3 Coming in the Fall – SyteLine 9

4 Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi-Site 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 Where Did We Focus?

5 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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…….. Where Did We Focus?

6 Template v5 October 12, Copyright © Infor. All Rights Reserved. 6 Multi Site

7 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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. Multi-Site Bill of Material Builder

8 Template v5 October 12, Copyright © Infor. All Rights Reserved.

9 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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) Multi-Site Invoice Builder

10 Template v5 October 12, Copyright © Infor. All Rights Reserved. Invoice Builder Selection Screen

11 Template v5 October 12, Copyright © Infor. All Rights Reserved. Home Forms Multi-Site Group added to Buyer, Controller, Inventory Control, Production Planner, Customer Service, and System Administrator Home forms

12 Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Site Master Data Management Items, Customers and Vendors

13 Template v5 October 12, Copyright © Infor. All Rights Reserved.

14 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Iowa Ohio

15 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Order Line Multi-site Source Button

16 Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi-Site Item Sourcing

17 Template v5 October 12, Copyright © Infor. All Rights Reserved. Single Instance Multi Site

18 Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Site SQL Configuration Options Site A Data / Code Site B Data / Code Site A, B, C Data / Code Site C Data / Code Site A and B Data / Code Site C Data / Code

19 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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. Key Points

20 Template v5 October 12, Copyright © Infor. All Rights Reserved. Pros and Cons - Single Instance Multi Site PROS 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 SL 9 New Schema Structure

22 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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. SL 9 New Schema Structure

23 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 SiteType = NULL And then pass this parameter to dbo.InitSessionContextSp or dbo.InitSessionContextWithUserSp, whichever is being used. SL 9 New Schema Structure

24 Template v5 October 12, Copyright © Infor. All Rights Reserved. 24 Finance

25 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Financial Sets of Books (FSB)

26 Template v5 October 12, Copyright © Infor. All Rights Reserved.

27 Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi – Financial Sets of Books

28 Template v5 October 12, Copyright © Infor. All Rights Reserved FSB 1 (same as GL) Ledger Posting General Ledger FSB 2 (domestic currency) FSB 3 (non-domestic currency)

29 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Analysis Dimensions New Form – Chart of Accounts Dimensions

31 Template v5 October 12, Copyright © Infor. All Rights Reserved. Analysis Dimensions New Form – Chart of Accounts Details

32 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Costing Analysis Workbench

33 Template v5 October 12, Copyright © Infor. All Rights Reserved. Costing Analysis Workbench

34 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 34 Promotion Pricing

35 Template v5 October 12, Copyright © Infor. All Rights Reserved. Promotion Pricing New Process 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. New Form Price Promotions and Rebates

37 Template v5 October 12, Copyright © Infor. All Rights Reserved. Promotion selected on CO Line * Item price is $10.50

38 Template v5 October 12, Copyright © Infor. All Rights Reserved. 38 Rebates

39 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Rebates

40 Template v5 October 12, Copyright © Infor. All Rights Reserved. New Form Price Promotions and Rebates

41 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Order Lines

42 Template v5 October 12, Copyright © Infor. All Rights Reserved. Earned Rebates

43 Template v5 October 12, Copyright © Infor. All Rights Reserved. Credit Memo

44 Template v5 October 12, Copyright © Infor. All Rights Reserved. 44 Surcharges

45 Template v5 October 12, Copyright © Infor. All Rights Reserved. New Functionality Material Item Contents Item Content Exchanges Item Content Prices Item Contents for Items Surcharge Rules Customer and Vendor Surcharges

46 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Order Lines

47 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Orders Surcharge = [ ( Actual Price – Base Price ) * Content Factor * Parm Factor ] Zinc - [ ( – 1320) *.00450* 1] Copper - [ ( – 2500) *.00832* 1] X 10 Units = approximately $450

48 Template v5 October 12, Copyright © Infor. All Rights Reserved. Order Invoice

49 Template v5 October 12, Copyright © Infor. All Rights Reserved. 49 Compliance Programs

50 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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. Compliance Programs

51 Template v5 October 12, Copyright © Infor. All Rights Reserved. Compliance Programs

52 Template v5 October 12, Copyright © Infor. All Rights Reserved. Items Set Compliance (Only updateable on Low-Level Items)

53 Template v5 October 12, Copyright © Infor. All Rights Reserved. Item Compliance Assignment Utility

54 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 54 Process Overview Forms

55 Template v5 October 12, Copyright © Infor. All Rights Reserved. Landing Page

56 Template v5 October 12, Copyright © Infor. All Rights Reserved. 1. Shape turns orange when you click on it. 2. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Flow

58 Template v5 October 12, Copyright © Infor. All Rights Reserved. Projects Definition Flow

59 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 59 Jobs – Resource Sequencing

60 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Resource Sequencing Sort Setup New Form Can set up to six sequences

62 Template v5 October 12, Copyright © Infor. All Rights Reserved. Resource Sequencing Added Fields

63 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 63 Freeze Operations in the Scheduler

64 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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

65 Template v5 October 12, Copyright © Infor. All Rights Reserved.

66 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 66 Planning by Warehouse

67 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. New Functionality Add item/warehouse sourcing rules o Reserve for customer o Reserve for work center o 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 70 Portals

71 Template v5 October 12, Copyright © Infor. All Rights Reserved. SyteLine Portals Feature Summary 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 Customer 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 Vendor Portal All Customer Portal Functionality plus: Customer Management Commissions Due Pose-as Customer Service (FS+) Orders Order Transactions Reseller Portal 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

72 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Portal

73 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Portal

74 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Portal

75 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Portal

76 Template v5 October 12, Copyright © Infor. All Rights Reserved. Customer Portal

77 Template v5 October 12, Copyright © Infor. All Rights Reserved. Reseller Portal

78 Template v5 October 12, Copyright © Infor. All Rights Reserved. Vendor Portal

79 Template v5 October 12, Copyright © Infor. All Rights Reserved. Transaction Activity Conversions Pending Approvals Multiuser Inbox Failed Events

80 Template v5 October 12, Copyright © Infor. All Rights Reserved. SyteLine 9.00 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) Training Videos are being developed for new features 73 videos are being built including Portals. More details then previous training videos. SyteLine 9 Training

81 Template v5 October 12, Copyright © Infor. All Rights Reserved. 81 What’s Next?

82 Template v5 October 12, Copyright © Infor. All Rights Reserved. What’s After SyteLine 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 85 Questions and Answers

86 Template v5 October 12, Copyright © Infor. All Rights Reserved. 86 SyteLine Business Intelligence

87 Template v5 October 12, Copyright © Infor. All Rights Reserved. Infor SyteLine BI SL BI Team (3) started Nov. 1 st 2012 GA April 18 th, 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Four SyteLine Dashboards Finance Inventory and Purchasing Manufacturing Sales

90 Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © 2011 Infor. All rights reserved. Process flow for SyteLine Business Intelligence ETL

91 Template v5 October 12, Copyright © Infor. All Rights Reserved. Summary SyteLine BI is ready

92 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Sales Planning and Budgeting Enable sales volume planning Allow write back to OLAP server

94 Template v5 October 12, Copyright © Infor. All Rights Reserved. Drill Through Detail Reports Present business performance details in addition to Dashboard overview Level 1 drill through detail reports

95 Template v5 October 12, Copyright © Infor. All Rights Reserved. Drill Through Detail Reports Level 2 drill through reports

96 Template v5 October 12, Copyright © Infor. All Rights Reserved. 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 Template v5 October 12, Copyright © Infor. All Rights Reserved. Incremental Data Loading Optimized data loading performance Latest Data Copy of Data at Last Loading Time Identify Changed Data between This and Last Loading Time

98 Template v5 October 12, Copyright © Infor. All Rights Reserved. KPI Analysis by YTD,QTD,MTD Additional Time Calculation dimension to enable analysis by YTD,QTD,MTD

99 Template v5 October 12, Copyright © Infor. All Rights Reserved. 99 Questions and Answers

100 Template v5 October 12, Copyright © Infor. All Rights Reserved. Thank You!

101 Template v5 October 12, Copyright © Infor. All Rights Reserved.


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