Infor XA Release 7 Transform your XA system with powerful new tools

1. Infor XA Release 7Transform your XA system with powerful new tools Ruth Pharr, Technical Consulting Manager ruth.pharr@cistech.net Mike Taylor, VP Sales mike.taylor@cistech.net

2. Agenda • What is XA Release 7? • What are the improvements? • Is Release 7 ready for You? • Migration Planning • Operational Considerations • 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? Java Architecture Infrastructure NETWORK Web Data Base

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. Agenda • What is XA Release 7? • What are the improvements? • Is Release 7 ready for You? • Migration Planning • Operational Considerations • Summary

8. 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

9. What are the improvements? • Easy Access to Information improves decision making • Improved Application Functionality • Tailor XA to meet your specific needs • Significant enhancements in Integrator • Significantly enhanced IT Tools • Enable Connectivity and collaboration beyond your walls

10. 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

11. Highlight Exception Items

12. 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

13. Compound Cards

14. Column Totals and Statistics

15. Quick Change

16. All Available over the Internet

17. PO P012345 for $11,283.19 needs approval Proactive Notification with Alerts (Ent Int) • Via e-mail, phone or system message • Can also run a program ERP

18. Publish & Subscribe • Let the system notify you • You say when • You say how • Let’s show an example • Notify me when a PO amount exceeds $10,000 • Via e-mail and cell phone

19. Define the event • Like a subset • Some new features • Before • After • Difference • % Difference

20. Flexible notification • Notify users • E-mail or cell phone • ‘Notify’ a program • RPG, XML or transaction

21. PO P012345 for $11,283.19 needs approval Notify via cell phone • Call this cell phone • Display this message

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 • See April 10 course, R7 for End Users, for more details

23. Cost Simulation Object

24. Costed Indented Bill of Material Cost elements Summary costs

25. 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

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

27. PO Variance Define ‘Standard’… Comparison cards

28. 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”

29. 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

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

31. 3. Tailor XA to meet your specific needs Manufactured Purchased

32. Develop Applications with Integrator • A development environment for the client architecture • A way to integrate non-MAPICS applications or functions

33. What can you do with it? • Add features to MAPICS objects • Create new objects • Integrate with other applications • Put other applications into the MAPICS architecture • Expand security options • Manage user definitions & preferences

34. Application Integration: Quality System • SQL Server tables • Two quality tests for an item • Stress test • Heat test • Two files • Detail file • Trial date, time, user, result • Summary file • Test, # trials, minimum, max, avg

35. Views, subsets, sorts Full navigation Navigation history Workbenches Code files Graph cards Compound cards Attachments Column functions Display SQL Server

36. Navigate to SQL Server table

37. Navigate to SQL Server table • Navigate from iSeries objects to external objects • Native menus automatically reflect new choices • Consistent UI across platforms • Acts like one system to the user

38. See outside data from within an object • Show data in context • Cards can be external data sources • Drill-down capability across platforms Now that’s integration!

39. R7 Integrator – Technical Benefits • User Exit Code Generation - reduces development costs and schedules • Mass Program Actions – deliver easy-to-use applications to your users • Import/Export individual objects - Manage customizations across environments • User Preference Administration – provide and manage a consistent interface for your users • Integrator Projects and Maintenance History – manage and track your Integrator activities

40. R7 Enterprise Integrator Features • Objects in Net-Link & System-Link • Security features • More databases • Advanced features • Web services • Publish & Subscribe

41. Enterprise Integrator-Security layers • Object/field assumes everything authorized • Deployment Profile assumes nothing authorized UI What the user chooses to see Deployment Profile What is presented to the user Object security What user is authorized to Database All objects and attributes

42. Release Transparency! • This is a big deal! • You plan to be with your ERP system for a long time • A long time = lots of custom project Everything you customize is “transparent” to the release. • Customized software but not modified • No source code changes • At release time, changes are brought forward and reapplied

43. 4. Connectivity and Collaboration IT Tools are enhanced significantly at R7 • Net Link • System Link • Integrator-Enterprise Integrator • Link business processes outside your 4 walls • Integrate multiple systems • Integrate multiple platforms • Leverage desktop applications

44. Net-Link • Web inquiry and maintenance over all client architecture applications • Access from anywhere • MAPICS User ID • Whatever additional security you want • Zero-install on user PC • Must have IE 5.5 or higher

45. Engineering Procurement Item Revisions Bills of Material Routings Processes Materials Requisitions Vendors Buyers PO’s Warehouses Locations Receiving Finance Receivables Payables Ledger Customer Service Production Customers Contracts CO’s Shipments Invoices Containers Schedules Facilities Operations Planners MO’s Same objects & functions as Power-Link

46. All Available over the Internet

47. PowerLink – List window

48. Net Link – List window

49. System-Link • Program interface tool to MAPICS • XML inquiry and maintenance over all client architecture apps installed • Conceptually like offline load • Much more advanced architecture • Create your own UI (web pages) • Non-UI applications (system-to-system)

50. System-Link • Provides access to the almost 300 Power-Link objects using XML • Honors security • Applies business rules and edits • Includes the Simulator • With Enterprise Integrator access custom/other objects