Infor XA Release 7 An Executive Perspective

1. Infor XA Release 7An Executive Perspective Deborah Vermillion VP Consulting Services deborah.vermillion@cistech.net

2. Deborah Vermillion • Professional Experience • MBA, CPIM, CIRM • IT Development Manager, ERP Project Manager • 20 Years XA Experience • MAPICS Experience • 20 Years implementation and project management experience • Certifications in EPDM, Production, Procurement, Inventory, Cost Accounting My background started in IT development of custom accounting, inventory and sales system. I have been doing MAPICS/XA for 20 years, in variety of industries; Automotive-Nissan, Honda, Toyota suppliers, Batch-Chemicals, Paper; Configure to Order, Make to Order & Stock-Lighting, Electrical and Large Capital Equipment.

3. Agenda • What is XA Release 7? • What are the improvements? • Is Release 7 ready for You? • How do I get there? • Summary

4. 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

5. What is XA Release 7? • Java Architecture Infrastructure NETWORK Web Data Base

6. 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

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

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

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

10. 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

11. Agenda • What is XA Release 7? • What are the improvements? • Is Release 7 ready for You? • How do I get there? • Summary

12. 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

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

14. 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

15. Highlight Exception Items

16. 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

17. Compound Cards

18. Column Totals and Statistics

19. Quick Change

20. All Available over the Internet

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

22. 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

23. Cost Simulation Object

24. Cost Simulation Object Results at total item level… …and by cost element… …and by summary.

25. Costed Indented Bill of Material Cost elements Summary costs

26. Purchase Request Buyer: John Doe Whs: Atlanta Priority: 1 Contract: 123 REQ ITEM QTY DATE 1 123A 10 Apr 1 2 2546 44 Apr 8 3 5938 48 Apr 8 4 2019 14 Apr 1 5 3876 87 Apr 6 Purchase Requests • New object on main browser • Ties together requisitions • Like a header • Handle requisitions as a group • Makes entering and tracking requisitions easier

27. Purchase Requests From the requisitions Overall status All/Some/None All/Some/None

28. Purchase Requests

29. Requisitions Purchase Request items are requisitions

30. PO Variance Define ‘Standard’… Comparison cards

31. PO Variance

32. R7.8 Expanded Process Functionality • Customer Service Management • End order enhancement • Split commissions • Price books • Reports • Invoicing from orders or shipments • Holds – list view gives visibility • Comments maintenance • Customer/industry item maintenance • Contracts/promotions maintenance • IFM customer maintenance

33. New End Order Better Hold Management CSM Reports

34. Invoicing • Invoices can now be generated from orders or shipments. • As a standard host job, the invoices can be e-mailed or stored as text, HTML, and/or PDF documents.

35. R7.8 Expanded Process Functionality • Enterprise Product Data Management (non-EPDM environments still the same) • Maintain kits and kit components • Procurement Management • Integration with SRM SupplyWEB for electronic communication with vendors. • Enhanced security for SOX requirements (federal tax ID/Social Security # has it’s own security and pre-set security for separation of duties) • Cameleon • De-couples engineering data from line-item entry, speeding up data entry process. • Configured item descriptions are saved in both CSM and EPDM. • MO’s can be generated automatically from configured customer orders.

36. R7.8 Expanded Process Functionality • Materials Management • New inventory transactions (IS, RC, TW, SA) • Receiving now has receipt by shipping notice, shipment containers and shipped items (SRM SupplyWEB) • Visibility and receipt functionality for “in-transit” stock being transferred to another XA warehouse • Inventory Status and Non-netting Locations • New field, Inventory Status, added to the Warehouse Location object to classify items to be withheld from certain activities. • Customer order pick lists – regular & stock pick combined • Customer order shipments (complete only for now) • Invoicing

37. New Inventory Transactions • Issue Item (IS) – formerly Miscellaneous issue. • Receive Item (RC) – formerly Miscellaneous receipt. • Issue Sales Item (SA) – formerly Sales Shipment. • Transfer Item (TW) – formerly Interwarehouse Transfer, and the related generated Interwarehouse Issue (IW) and Interwarehouse Receipt (RW). (Renamed but same designator. Note Reverse action.)

38. SHIPPING FUNCTIONALITY

39. R7.8 Expanded Process Functionality • IFM • Maintenance of: • Entities • Customer • Vendors • New summary levels and analytical functions • Credit information updated in real time • Increased length of bank account number to 60 characters to handle bank ID codes and international bank ID codes.

40. Add/maintain customers with IFM Add/maintain vendors with IFM

41. New IFM Summaries

42. R7.8 Expanded Process Functionality • Order-Based Production Management • Application setting controls how users are notified when changing MO quantities with discrete allocations. • Net-Link • Supports multiple internet browsers • Environment Management • Includes Product Update feature to analyze and apply PTF’s, PCM’s and migrations from R6 to R7.

43. R7.8 Expanded Process Functionality • Integrator • Imports and exports user code within user exits. • Publish and subscribe supports notification subsets, including all fields on regular subsets. • The User Definition and User Preference Administration functions have moved from Integrator to base Power-Link product. • Translation enhancements • Add language to user profile and eliminate need for multiple MMLIST records and multiple database copies. • Install new applications and apply code fixes once without regard to individual languages.

44. R7.8 Expanded Process Functionality • Link Manager • Provides enhancements for managing machines, processes and environments. • System-Link • Calls to host jobs and reports • Define transactions groups • Supports conditional blocks in System-Link requests • Performance • Extra caching of customization data • Use of System i SQL query engine

45. IFM – Functions in process • Phase I – “Establishment” • All table maintenance • Entities, divisions, ledgers, withholding tables… • 45% of menu options • Phase II – “Transactions” • Journal entries • Cash receipts • AR Invoices • AP Invoices • Phase III – “The rest”

46. Lean Execution and Planning Lean Execution and Planning includes: • Kanban setup and management • Electronic production/rate boards • Backflushing with or without an M.O. • Kanban integration with XA’s shop floor tools • “drag and drop” M.O. / Kanban scheduling • and much more….

47. Lean Execution and Planning

48. XA PO PO ASN PO Infor Integration-Enterprise Software Bus • Enable functions once to interact with the bus • May now interact with any other application enabled for the bus • Let App 1 = SupplyWEB • Let App 2 = EAM • Both can use PO’s in the ERP system Infor ERP Infor App 3 Infor App 1 Infor App 2 SW EAM ESB

49. SupplyWEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way eKanban Pull Signals Supplier Managed Inventory (SMI)

50. World Class Enterprise Asset Management • Asset - Equipment • Work Management • Materials Management • Purchasing Management • Administration Management • Reporting