Infor XA Release 7 Advantages for Users

1. Infor XA Release 7Advantages for Users Deborah Vermillion, VP Consulting Services deborah.vermillion@cistech.net Mike Taylor, VP Sales mike.taylor@cistech.net

2. Agenda • What is XA Release 7? • What are the improvements? • Summary

3. NETWORK Web Server Custom Definition Server Application Server iSeries Application Server server iSeries Database DB2/400 Database DB2/400 HTML Server XML Server What is XA Release 7? Legacy Architecture Java Architecture Infrastructure

4. What is XA Release 7? XML Other System Office W S Thin Client Web Site Excel Custom System (SQL Server) JDBC Quality One platform for total enterprise integration Infor XA WS HTML XML Customize User User

5. What is XA Release 7? Java Architecture User Interface

6. What is XA Release 7? Powerful Functional Enhancements ..now and in the future

7. What is XA Release 7? New Applications • Lean Execution and Planning (LEAP) • Integrates Lean execution with MO’s or REP schedules • Infor Supply Web • Electronic Supplier Communications • Infor Enterprise Asset Management • Leverage Infor’s Solution Library

8. Agenda • What is XA Release 7? • What are the improvements? • Summary

9. CSM OBPM EPDM PM MM Implement at your own pace Integrator SystemLink NetLink R 6 Browser ‘Smalltalk’ R 7 Browser Java Release 6 Green Screen Release 7 Green Screen

10. What are the improvements? • Easy Access to Information improves decision making • Improved Application Functionality • Enhance XA to meet your specific needs • Connectivity and collaboration beyond your walls

11. Quick change Graph cards Compound cards Presentation schemes Subset tip text Cascading subsets Power expand URL & e-Mail buttons Attachment count Column statistics User definition favorites Express customization Logical field tip text Change templates Code files delete Auto logoff Auto key generation Open action Workspaces Easy Access to Information

12. Express customization • Change columns or subsets with a couple clicks

13. Power Expand • Expand n levels • Auto expand on open • No more clicking plus signs over and over

14. Open Action • Double-click an object to ‘open’ it • Any navigation or maintenance action • Can set Alt-open and Crtl-open, too

15. Compound card layouts

16. Compound Card Layouts

17. Highlight Exception Items • Color based on subset criteria • Can do more than one at a time

18. Graph Cards • Graph data on a card • Pie charts, bar charts, stacked bar… • Multiple fields, multiple records • Drill down to supporting data • Customize subsets, sorts, max number

19. Column Totals and Statistics

20. Quick Change

21. Open Action

22. Logical Field tip text • Description of calculation • “Not obvious” ones • Words plus numeric values for this object

23. Logical field tip text ?

24. Logical field tip text ?

25. Logical field tip text

26. Multi-select Delete

27. Output & Notification • Print spool (always) • Save to PC file • Text, HTML, PDF • Notify via e-mail • Send output as attachment via e-mail • Some MAPICS objects allow distribution

28. Report output Two new cards Typical report

29. Notification Include variables in subject or body. Send notification to yourself or someone else

30. Report output Save as PC-compatible file You can save without sending, and vice versa. Send as an attachment

31. Send to… • Like Local Print attached to e-mail • Creates PC-compatible file

33. All Available over the Internet

34. Proactive Notification with Alerts PO P012345 for $11,283.19 needs approval

35. 2. Improved Application Functionality • R7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc) • R7 is the platform for integration to Infor Extensions

36. Item Availability Order copy Features & Options Kitting End Order statistics Commission maintenance CA+ Integration Additional maintenance Salesreps Unit of Measure Conversion Standing Orders Copy from History Can delete multiple detail records CSM – COM Equivalence

37. EPDM – PDM Equivalence • Feature/Option inquiry • EPDM Control File (Application Settings) • Host jobs • Cost generation • Roll Current to Standard • Migrate Engineering Data (PDM to EPDM) • Activate EPDM • Activate APC • Table maintenance • Labor Overhead • Purchase Overhead

38. EPDM – New features • Recost affected assemblies (selective run) • Cost simulation object • Costed indented bill inquiry

39. Initiate costing run from the client • Host job from Site or Item Revision • Include affected assemblies Affected Assemblies Where used Recosting this… …automatically recosts these

41. Cost Simulation object • Multiple runs • Unrestricted choice of parameters (vs. green screen) • Results saved • Results visible via UI (vs. printout)

43. Simulation results Default: • Sort by variance • Variance not zero

44. Results at total item level… …and by cost element… …and by summary.

45. Simulation choices Facility values Overhead code What if you want to simulate… • Increased steel and overhead cost? • All that with possible new labor contracts? --- OR --- • Material --- OR --- • Material by Item Class • Facility percents

46. Simulation parameters

47. Simulation parameters

48. Simulation parameters

49. Summaries are easy to set up

50. L/O Table by site • Labor/Overhead tables by Site • Previously was in SYSCTL • Common to all sites • If not common to all sites… • Be careful when copying across sites • Can have more codes • Field changed to alphanumeric (36 characters)