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Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 1 Infor Masterpiece & The Software Development Kit February, 2014 Tom Fox – Business Development Manager
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Template v5 October 12, 2012 2 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 2 The ‘new’ Masterpiece Look using SDK
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Template v5 October 12, 2012 3 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Agenda What is the Masterpiece Software Development Kit (SDK)? Challenges facing companies today Examples of SDK applications Why would you use the SDK? SDK Architecture What is an SDK Wizard (Courtesy of NTG) What’s in it for you? Questions
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Template v5 October 12, 2012 4 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Experience Role-based Dashboards | Reports | Alerts | Personalized Tasks | Seamless User Interface Integration & Technology Platform Integration/SDK | Workflow & Process Automation | Event Management | Master Data Management | Security Infornon-Infor Extended Business Solutions EPAK Formtrap Expense Management Version One Approva EAM CRM Performance Management Ad-hoc Query & Analysis (Q&A) Business Intelligence (BI) BI Operational Analytics & Reports BI Financial Reporting & Analysis BI Budgeting BI Forecasting BI Consolidations Financial Management Common Services Master Security General Ledger Accounts Payable Accounts Receivable Purchasing Smartlink Fixed Assets Project Accounting Inventory Fund Accounting Labour Distribution AP/AR Draft Services Banklink Infor Masterpiece 4.0 & Beyond Copyright © 2010 Infor. All rights reserved.
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Template v5 October 12, 2012 5 Copyright © 2012. Infor. All Rights Reserved. www.infor.com What is an SDK? SDK is an abbreviation for Software Development Kit It is a programming language with a set of "built in smarts” and pre-defined functions that allow users and developers to perform upload capabilities and extensive data validations outside the standard validation rules within FM It will generate solutions to satisfy specific requirements, normally around Masterpiece and can validate/integrate/upload data from feeder systems Runs on different platforms and will integrate with existing applications Can operate and interact with applications such as Masterpiece, Basware, Chris21 Payroll or any other product in your environment
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Template v5 October 12, 2012 6 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Today’s Challenges Integration Software Packages Clients’ In-House Data and Applications Quick adjustments to changes E-Commerce Solutions and Services Mobile Connection Site extensions Incorporate specific validations or business rules
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Template v5 October 12, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Why do you need SDK? Information Gathering and Delivery Centralised vs Decentralised End user expectations higher than ever Little or no training Integration Web Services Workflow Portals Business Intelligence Automation/Streamline Processes Repetitive tasks
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Template v5 October 12, 2012 8 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK Examples PO Requisition Authorisation Business Problem Too many screens Not enough information for decision making AR Invoice Entry Business Problem Too many screens Hard to use AP Supplier Information Business Problem All information available on one screen not required Difficult to Sort and filter Self service application required for some suppliers
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Template v5 October 12, 2012 9 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 9 SDK Other examples Web Services for Validation GL Account Number Supplier Id External data load where no batch feed exists Vendor Parts GL Account Processing Tables Remote job scheduling XML Transactions
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Template v5 October 12, 2012 10 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Vendor Details Panel The first screen to appear after logging into the SDK within AP is the ‘Vendor Details’ screen. This screen enables the user to enquire on vendor records using a variety of different search criteria. SDK Example - AP Vendor Inquiry/Maintenance
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Template v5 October 12, 2012 11 Copyright © 2012. Infor. All Rights Reserved. www.infor.com MP Screens Replaced AP131 AP135 AP145
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Template v5 October 12, 2012 12 Copyright © 2012. Infor. All Rights Reserved. www.infor.com The Infor Financial Management SDK Solution Exposes Masterpiece Business Logic Panels Database Application Programming Interfaces (Services) Safe Programming Environment All processing rules enforced All security honored A tool to be used within the Microsoft.net desktop programming environment to access Masterpiece plus other products
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Template v5 October 12, 2012 13 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Recommended do’s and don’ts for SDK? IT IS: Powerful access to all Masterpiece functionality Powerful access to functionality within other products Quick and easy programming tool What it’s NOT: A new GUI to maintain A Database manager End-user tool
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Template v5 October 12, 2012 14 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK Application Architecture Based on existing Masterpiece technology Application architectures ‘Fat’ Client Web (ASP) application Client/Server with.NET used remotely
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Template v5 October 12, 2012 15 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Pre-requisites for the SDK For MP4.0, as of KB 1015026, we support.NET 4.0 and 64 bit OS We no longer have a dependency on J# (which has been depreciated by Microsoft and never brought forward to 64 bit) 400Mhz Pentium II with 256Mb memory Windows 98 or higher To the extent that apps can be contained to browser- based there may be some hope of running under a browser (Firefox, Chrome, Safari) that can run on a mobile device, but this is not available today Our new Masterpiece web UI, for instance, will run on iPads, etc. as it runs on those other browsers.
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Template v5 October 12, 2012 16 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK Application Potential Shareable Business Objects Web Services Supports All.NET Programming Languages
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Template v5 October 12, 2012 17 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Contents of the SDK Predefined Masterpiece controls for developing desktop and web applications ‘Explorer’ tools Detailed on-line documentation Sample applications
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Template v5 October 12, 2012 18 Copyright © 2012. Infor. All Rights Reserved. www.infor.com The development environment
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Template v5 October 12, 2012 19 Copyright © 2012. Infor. All Rights Reserved. www.infor.com ‘Explorer’ Tools Panel explorer Database explorer Search or Prompt explorer
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Template v5 October 12, 2012 20 Copyright © 2012. Infor. All Rights Reserved. www.infor.com ‘Explorer’ Tools – panel explorer View data as a panel View data as a record
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Template v5 October 12, 2012 21 Copyright © 2012. Infor. All Rights Reserved. www.infor.com ‘Explorer’ Tools – database explorer Retrieve records from the USR table in the database
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Template v5 October 12, 2012 22 Copyright © 2012. Infor. All Rights Reserved. www.infor.com ‘Explorer’ Tools – search explorer Find all users whose name starts with ‘A’
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Template v5 October 12, 2012 23 Copyright © 2012. Infor. All Rights Reserved. www.infor.com On-Line documentation
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Template v5 October 12, 2012 24 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Sample desktop application: Load currency rates from web into Masterpiece
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Template v5 October 12, 2012 25 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Sample desktop application: monitor and graph Masterpiece utilization
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Template v5 October 12, 2012 26 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK application – web example
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Template v5 October 12, 2012 27 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK application – web example
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Template v5 October 12, 2012 28 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Sample Web Application: Display Customer Balances
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Template v5 October 12, 2012 29 Copyright © 2012. Infor. All Rights Reserved. www.infor.com DCIS was established in 1998/99 to provide Shared Services to the NT Public Service Drivers were: Reduction in back office expenses Agencies competing for the same resources NTPS already had centralised HR and Finance systems and IT infrastructure Additional $$ for Nurses, Teachers and Police NTG Shared Services SDK Development
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Template v5 October 12, 2012 30 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Financial Services Provided: Purchasing Accounts Payable Accounts Receivable Asset Accounting General Ledger Financial Reporting NTG Shared Services
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Template v5 October 12, 2012 31 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Masterpiece Wizards (NTG) What are they? What are they being used for? Wizard Technical Infrastructure Examples of use Benefits of using Wizards rather than standard Masterpiece user interface
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Template v5 October 12, 2012 32 Copyright © 2012. Infor. All Rights Reserved. www.infor.com What are the Wizards ? Customised user front end for Masterpiece application Windows Forms applications Built on the Microsoft.net framework Use Infor’s Masterpiece SDK Deployed on a web server Do not directly process transactions Allow integration with non-Masterpiece data i.e. Masterpiece data warehouse
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Template v5 October 12, 2012 33 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Wizard Applications Accounts Payable Vendor Enquiry Voucher Enquiry APPO Payment Processing Purchase Order PO Maintenance Accounts Receivable Invoice Requisitioning Receipts Processing System Fixed Assets Maintenance, Costing & Retirement Ledger Transfer Facility
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Template v5 October 12, 2012 34 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Wizard Technical Infrastructure NTG Mainframe Masterpiece Application Server Wizard / SDK Client PC Database Host SQL Server MP Web Server MP Web Application Upload Drives Panels
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Template v5 October 12, 2012 35 Copyright © 2012. Infor. All Rights Reserved. www.infor.com The NTG Wizards are web-based and can only be viewed through an Internet browser Accessing the NTG Wizards
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Template v5 October 12, 2012 36 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Enquiry details panel Enquiries can be performed on Voucher or Payment information. Click Enquiry and choose the desired enquiry. AP Enquiry
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Template v5 October 12, 2012 37 Copyright © 2012. Infor. All Rights Reserved. www.infor.com The Voucher inquiry screens is made up of six panels which relate to specific masterpiece web panels. The first, fourth and sixth boxes extract information from the AP321 to AP324 panels. The second panel extracts Vendor information from the AP131 screen. The third panel extracts information from AP301A, which feeds from the first panel. The fifth panel extracts information from the AP651 panel. AP Voucher Enquiry 1 Search Criteria 2 Vendor Information 3 Voucher Information 4 Search Results 5 Payment Details 6 Distribution Information
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Template v5 October 12, 2012 38 Copyright © 2012. Infor. All Rights Reserved. www.infor.com MP Screens Replaced AP 321, 322, 323 or 324 AP 301 AP 131 AP 651 AP 510
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Template v5 October 12, 2012 39 Copyright © 2012. Infor. All Rights Reserved. www.infor.com AP Wizard Tax Compliancy Screen The ability to check for tax compliancy is not available in MP
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Template v5 October 12, 2012 40 Copyright © 2012. Infor. All Rights Reserved. www.infor.com AP Wizard Invoice Details Screen The due date is automatically calculated as 25 days from the Invoice Date when 30 days Payment Terms is selected.
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Template v5 October 12, 2012 41 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Benefits of the AP Wizard User friendly and easy to learn for new users Displays all information regarding Vendor, Voucher and Payment details on one screen Built in Tax Compliancy check for invoices when processing payments Automatic calculation of payment due date to meet the 30 day NTG Payment Policy Integrated user guide and help system
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Template v5 October 12, 2012 42 Copyright © 2012. Infor. All Rights Reserved. www.infor.com AP Vendor Wizard Vendor Creation and Maintenance Allows for Vendor Searching by Name as well as by ABN and BSB/Account Numbers
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Template v5 October 12, 2012 43 Copyright © 2012. Infor. All Rights Reserved. www.infor.com MP Screens Replaced AP131 AP135 AP145 AP140 AP132
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Template v5 October 12, 2012 44 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Benefits of the AP Vendor Wizard User friendly and easy to learn for new users Displays all information regarding Vendor, Voucher and Payment details on one screen Built in Tax Compliancy check for invoices when processing payments Automatic calculation of payment due date to meet the 30 day NTG Payment Policy Integrated user guide and help system User friendly and easy to learn for new users Additional ability to search for Vendors by ABN or BSB and Bank Account numbers Vendor records can be created and maintained all on one screen Only the fields that require data to be entered are displayed on screen The wizard forces newly created Vendor records to be checked by a second operator before activation to ensure accuracy of data input Integrated user guide and help system
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Template v5 October 12, 2012 45 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Purchase Order Wizard Purchase Order Creation and Maintenance Allows for entry and/or maintenance of all Purchase Order types
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Template v5 October 12, 2012 46 Copyright © 2012. Infor. All Rights Reserved. www.infor.com MP Screens Replaced PO401 PO402 PO414A PO414C PO433 PO402
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Template v5 October 12, 2012 47 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Benefits of the PO Wizard User friendly and easy to learn for new users Search for Vendor by using either Vendor ID, Full Name or Australian Business Number (ABN). Comprehensive Help System and User Guide available through a drop down help menu. Two panels for PO Header and Lines replace 13 Green-screens Microsoft Word Templates and Windows print functionality to print Purchase Order forms. One drop down menu to perform all PO Status maintenance. Business rules can be added e.g. Users must use a valid contract number from the dropdown list which is updated regularly.
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Template v5 October 12, 2012 48 Copyright © 2012. Infor. All Rights Reserved. www.infor.com AR Invoice Requisition Wizard Invoice header information including Customer ID, Description and Invoice Amount clearly displayed Most of the fields on this screen post to AR411E and F screens Special instructions post to Line 0 on AR411G Panel Total and Tax amounts are calculated by the wizard The second description line, arranged as it appears on the invoice, posts to AR525F This line total is a sum of all invoice lines, GST Inc The line total must equal the Invoice Amount (from the Invoice Amount on the header) before the wizard will let the user continue
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Template v5 October 12, 2012 49 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Benefits of the AR Wizard User-friendly and easy to learn for new users The fields are laid out similar to the layout of the invoice Wizard includes a Preview option which launches MS Word so users can see how their invoice will be formatted when sent to customer As with the Green-screens, the AR Wizard calculates Tax and Total line/invoice amounts Displays all information about the invoice line in one panel, rather than separated over three panels Added Functionality: Users can attach electronic supporting documentation to the invoice, and the NTG AR group will send this attachment to the client with the invoice
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Template v5 October 12, 2012 50 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Ledger Transfer Facility Wizard The LTF Wizard allows two internal agencies to issue and pay invoices in one system, and auto generates the journals required to effect the Ledger Transfer. Vendor and Customer names/details all clearly displayed Four-stage approval process – 2 steps on each side of the transaction. Supporting/source documentation can be added to the invoice as an attachment Total and Tax amounts are calculated by the wizard Layout and functionality is very similar to the AR Wizard which users were already familiar with
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Template v5 October 12, 2012 51 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Benefits of the LTF Wizard User-friendly and easy to learn for new users Invoice information all available in one screen Initiated from receivables request Electronic/online invoice so no paper invoice required – however does include the option to print out the invoice Wizard includes a Preview option so users can see how their data will be formatted when sent to customer/client Tracking and Workflow built into the system to prevent unpaid/old invoices building up Journals posted on day of approval
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Template v5 October 12, 2012 52 Copyright © 2012. Infor. All Rights Reserved. www.infor.com What’s in it for you? It will make your life easier “Look and feel” tailored to client needs Enforce client specific validations, polices and business rules Integrate/interface other applications (via ODBC connection) Deploy as desktop or Web based User does not require detailed knowledge of Masterpiece tables and business rules No change to “ANY” Masterpiece programs Deployed as a complete solution for specific requirements
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Template v5 October 12, 2012 53 Copyright © 2012. Infor. All Rights Reserved. www.infor.com SDK Summary Programming Environment and Tool Custom Controls for Masterpiece and other modules Additional Components Included ‘Explorer’ tools Detailed on-line documentation Sample applications Generally available for all platforms, plus can interact with the Mobile community on phones, iPADS and Tablets
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Template v5 October 12, 2012 54 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 54 FM SDK Typical Project Scoping Exercise Determine business requirements Create functional specification Scope Dev Development Test Testing/Feedback Final Development Changes Sign Off Sign Off Go Live Go Live
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Template v5 October 12, 2012 55 Copyright © 2012. Infor. All Rights Reserved. www.infor.com “SDK” deliverables options Option 1 - Purchase SDK Package Purchase full SDK development license ICS can provide training and assistance with initial project(s) ICS is available for ongoing Quality Assurance and assistance as needed Option 2 – SDK Service Days Client provides requirements ICS delivers “executable” solution License for SDK “runtime” only
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Template v5 October 12, 2012 56 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 56 Q & A What will SDK provide to SA Government? Assist in streamlining processes? Comply with business rules and policies? Provide additional and specific validation rules? Provide better Search and Filter capabilities? Integrate with existing applications? What other opportunities does it provide? What challenges do you face each day? Where do you see a need for SDK in your role? Other Questions? Contact: Tom Fox - Business Development Manager - Mob: 0412 575 154 - Email: thomas.fox@infor.comthomas.fox@infor.com
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