1. R7.8 vs. R6 Power-Link Review Phil Joseph, Catavolt June 9, 2009

2. Who is Catavolt? Software engineers –Former XA (Paragon) developers New architecture –SOA design –SaaS deployment

3. Catavolt and CISTECH CatavoltCISTECH ArchitectureYes ApplicationsYes SalesYes ImplementationYes

4. Business Intelligence Low cost Easy implementation Available later this year

5. R7.8 Power-Link Review

6. R7.8 Project Summary 6 Enrich  Business applications  Order fulfillment  Inventory movement  Financial foundation  Technical applications  Environment Maintenance  Link Manager  Performance “Companies can enjoy productivity gains in key functional areas.” “Technology improvements deliver stability, agility and performance.”

7. Quick Change

8. Highlight certain data 8

9. Highlight multiple fields 9

10. 10 Highlight whole rows

11. Eliminate clutter 11

12. Eliminate clutter 12 Attachments stand out

13. Eliminate clutter 13 Kit items stand out

14. Eliminate clutter 14 QC items stand out

15. Eliminate clutter 15 Effective dates stand out

16. Compound card 16

17. Graph cards 17 ERP Tools  Stacked bar graph  Linked graph and view  Change subset, graph changes

18. Column statistics 18 Total for entire file

19. Customizable menus & toolbars 19  Done via workspace  Select actions to be hidden/displayed  Affects menus and toolbars ERP Tools

20. Subset enhancements Tip text –Workspace restrictions –Subset(s) –Locate –Constraints Cascading subsets –Use multiple subsets at once –Reduces number of subsets New criteria –By dynamic time period This quarter, next week… –By user

21. Workspace – A set of preferences Purchased Manufactured

22. Pubic Preferences 22  Define system default  Easier to manage mass users ERP Tools

23. Navigation workspace 23  Same workspace in two objects  Workspace “travels” with user  Corner icon tip text shows the workspace ERP Tools

24. Open Action Open action

25. ?

26. ?

28. 28 Integration to web & e-mail Intelligent fields

29. 29 Integration to web & e-mail Intelligent fields “Send to”

30. 30 Integration to web & e-mail Intelligent fields “Send to” Host reports E-mail reports as attachments

31. 31 Client deployment ERP Tools WindowsWindows Linux Apple Web  Standard Windows UI (XP, Vista…)  This is what everyone is used to

32. 32 Client deployment ERP Tools Windows LinuxLinux Apple Web  Runs standard in Linux  Same organization, features, icons, etc.

33. 33 Client deployment Windows Linux AppleApple Web ERP Tools  Java runs unchanged on Apple platform

34. 34 Net-Link – New look ERP Tools Windows Linux Apple WebWeb  R7.7 runs in Microsoft IE 5.5 or higher  R7.8 also runs Firefox and Opera

35. Materials Management 35 ERP Materials Mgt 35 CO Fulfillment Pick Ship Invoice Inventory Movement Shipment Notices Warehouse Transfers Additional Transactions Inventory Transaction History

36. Picking 36 Two ways to run:  Select from individual order(s)  Host job Two ways to run:  Select from individual order(s)  Host job ERP Materials Mgt

37. Picking 37  Generate Pick List from order, line, release  Full consolidation options  Includes short stock options  Generate Pick List from order, line, release  Full consolidation options  Includes short stock options ERP Materials Mgt

38. Picking improvements 38  New subset: Available to pick  Considers business rules, customer settings… ERP Materials Mgt

39. Hold visibility 39  Hold status evaluates all levels  Hold count by level ERP Materials Mgt

40. Shipping 40 ERP Materials Mgt

41. Invoicing 41  Host job available from Orders and Shipments  Printing optional  Can do amount-only invoice  Host job available from Orders and Shipments  Printing optional  Can do amount-only invoice ERP Materials Mgt

42. Order Processing 42  Picking, shipping and invoicing options  Can do immediate ship  Defaults from preferences  Picking, shipping and invoicing options  Can do immediate ship  Defaults from preferences ERP Customer Service Mgt

43. Two ways to receive 43 Scheduled Receipts The way you order Shipment Notices The way they deliver

44. Shipping Notice 44  Receive complete shipment  Actual quantities, default locations ERP Materials Mgt

45. Receive partial 45  Receive by container or item  Receive to dock, inspection, stock  Batch lot, reference info, return to vendor ERP Materials Mgt

46. Transaction History enhancements 46  New transactions  Copy and reverse  Publish & Subscribe (with Ent. Integrator) ERP Materials Mgt

47. Transaction Naming Examples IPPlanned Mfg Issue ISMiscellaneous Issue CACost Adjustment IAInventory Adjustment PCPick Complete by Order PBPick Complete by Item RCMiscellaneous Receipt SASales Shipment TWInter-warehouse Transfer RDPO Receipt to Dock VAVendor Accept CQCyclic Item QC Complete →Issue Planned Prod Comp →Issue Item →Change Item Cost →Adjust Item Quantity →Pick Production Order →Pick Production Component →Receive Item →Issue Sales Item →Transfer Item →Receive Purch Item to Dock →Accept Promised Date →Approve Shelf Life Item 47

48. Warehouse Transfer 48  Non-nettable location – Visible to Accounting, not Planning –Sending whs, Receiving whs or in-transit whs  Can use Shipment Notices ERP Materials Mgt

49. TW to non-nettable location 49  From Warehouse 1 to Location FG01  To Warehouse 2 Location 01012  This is a transfer location ERP Materials Mgt

50. New Receive Transfer function 50  RT at receiving location  Inventory adjustment if quantity difference ERP Materials Mgt

51. International Financial Management Reorganized UI Entity maintenance Performance improvements Real time credit update User fields 51 ERP Financial Mgt

52. Reorganized UI – Main Browser 52 ERP Financial Mgt  Objects and cards in more logical groupings  Will not affect your customizations

53. Reorganized UI – Navigation 53  One-step navigation to key objects  Easier to see where things are used ERP Financial Mgt

54. Reorganized UI – Cards & Card Files 54  More cards, more card files  Easier drill-down  AR Ledger to AR transactions ERP Financial Mgt

55. Security – Consistent with IDF Moved to regular CAS security (not special IFM security) –Task/sub-task –Field security Applies to client only Easier to use and understand Will all default to “Locked” 55

56. Security – Separation of duties Activities related to entering purchase orders Activities related to paying vendor invoices Much easier to assign & manage 56

57. Security – Auto Content Security 57  Easy to authorize to AR, AP…  Applies to all objects  Does not require Enterprise Integrator ERP Financial Mgt

58. IFM: Create customer Create menu option or icon Create prompt Details (optional) Done! 58 Create Customer Customer Created

59. IFM: Create customer 59 Click “Create”

60. IFM : Create customer 60 Company Customer ID Sales rep Entity Ledger

61. IFM : Create customer 61Copyright © 2001-2007 Infor Global Solutions Click “Create” to create customer

62. IFM : Create customer 62 Customer created  Auto-synchronize with Entity  Address, contact, etc.  Same steps for Vendor ERP Financial Mgt

63. IFM : Create customer Create menu option or icon Create prompt –Inline creation of entity, if necessary Details (optional) Done! 63 Create Customer Customer Created Create Entity Create Customer Customer Created

64. IFM : Create customer 64 Create Customer Customer Created Create Entity Create Customer Customer Created Create Customer Customer Created Create Pers Acct

65. Copy Customer or Vendor Primary address Ship-to’s Customer items Vendor items User addresses Comments Media selections Comments 65

66. Entity Cards – Overview 66 Customers, Vendors Personal Accounts Bank accounts Ledgers Revisions …everything!

67. Balances 67 Status Detail

68. Real time Credit Update 68 ERP Financial Mgt  R7.7 = Scheduled job, checked at End Order  R7.8 = Updated continuously  Cash receipts, orders, etc.

69. Graph of Aged Receivables 69  Aged balances shown in both graph and table form ERP Financial Mgt

70. Graph Drill-down 70  Aged balances shown in both graph and table form  Drill down to transactions from either one. ERP Financial Mgt

71. Other Enhancements 71

72. Performance improvements System-wide –SQL Query Engine (system-wide) –CDS embedded in Power-Link workstations –Objects cached after signoff Application-specific –IFM transactions –CO line item entry –History file members –System-Link validate-only and post-only 72

73. Multiple Languages Per Environment User profile includes language No need for multiple MMLIST records, etc. Host reports print in user’s language 73

74. Phoenix Release - Summary Infor MyDayPhoenix EnrichCRM i EditionEAMSummary Picture area Phoenix Target LA: Q3-2009 Key Business Objectives CRMi Edition Enable SOA Strategy MyDay/ Decisions Transition Away From Green Screen IDF Level 2 Performance Enhancement EPDM 100% Complete Extend Solutions EAM

75. Phoenix Release – Enrich – Release 9 CRM i EditionInfor MyDayPhoenix EnrichEAMSummary IDF Level 1 What You Get Single Sign On Single starting point from IDF environment Unified Cosmetics on Menu and Screen Style Business Process Organization On Condensed Menus Single Security Maintenance Single Entry Enable/Disable of Green Screen Menus Clipboard Functionality Phoenix

76. Phoenix Release – Enrich – Release 9 CRM i EditionInfor MyDayPhoenix EnrichEAMSummary All IDF Controlled First XA release where green screen is never required Last XA release where green screen transactions can be executed in parallel with IDF transactions Admin tools provided to easily turn off green screen menu options that are IDF Level 2 enabled Tool provided to identify green screen users that need to transition to IDF Organize green screen menus to support business process view Identify obsolete green screen menu items Phoenix

77. Phoenix Release – Enrich – Release 9 CRM i EditionInfor MyDayPhoenix EnrichEAMSummary Phoenix Unify IDF Level 1 and Level 2 Navigation Use a single sign-on Level 1 functions are displayed on new menus Corresponding menus available for green screen with identical security IDF settings enable/disable access to Level 1 icons and menus Level 1 menu functions separate from Level 2 menu functions

78. Phoenix Release – Enrich – Release 9 CRM i EditionInfor MyDayPhoenix EnrichEAMSummary Phoenix Level 1Level 2

79. Phoenix Release – Enrich – Release 9 CRM i EditionInfor MyDayPhoenix EnrichEAMSummary Browser Migration - Support Tools Usage Analyzer Report on usage of green screen vs. browser applications by user Assess readiness to go to browser applications Allows targeted training to people who need to move from green screen Level 1 Menus and Access Control New menus contain only Level 1 selections Level 2 selections eliminated from menus now organized by business function Phoenix One Click disable of Level 2 menus (green and browser) Security is remembered, in case menus are re- enabled

80. Conclusion: XA continues Encourage customers to get on R7+ platform Use the tools (EI & SL) Better user experience –IDF I and II More round-out –IFM is high priority 80