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Infor ERP LN – Multisite & Common Data Overview

Infor ERP LN – Multisite & Common Data Overview. Dan Aldridge  CEO  Performa Apps e-mail   dan.aldridge@i-app.com website www.inforln.com/wp linkedin Dan Aldridge twitter  @Danaldridge1. Agenda. Multi-Site - Enterprise Structure Model LN Entities Master Data Finance Tables

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Infor ERP LN – Multisite & Common Data Overview

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  1. Infor ERP LN – Multisite & Common Data Overview Dan Aldridge  CEO  Performa Apps e-mail  dan.aldridge@i-app.com websitewww.inforln.com/wp linkedinDan Aldridge twitter  @Danaldridge1

  2. Agenda • Multi-Site - Enterprise Structure Model • LN Entities • Master Data • Finance Tables • Logistic Tables • General Tables • Rebuild Sessions – Business Partner Balances

  3. Common Overview Enterprise Structure – Multi-Site

  4. Defining Your Organization

  5. Enterprise Structure Model Departments Warehouses Bus. Partners Projects

  6. Company Structure • Available Company Structures • Single Logistic / Single Finance • Single Logistic / Multi-Finance • Multi-Logistic / Single Finance • Multi-Logistic / Multi-Finance

  7. Multi-Company Single Logistics – Single Finance • A single production company controlled in one financial company Factory A Finance 1

  8. Multi-Company Multi Logistics – Single Finance • Several separate production companies are controlled in one financial company Factory A Finance 1 Factory C Factory B

  9. Multi-Company Single Logistics – Multi Finance • One production company with several warehouses that are each controlled in a separate financial company Finance 1 Factory A Warehouse I Group Company Finance 2

  10. Multi-Company Multi Logistics – Multi Finance • Several separate production companies are controlled in separate financial companies Factory A Finance 1 Finance 2 Factory C Group Company Factory B Finance 3

  11. Multi-Company Single Logistics – Multi Finance • USA Busch Mfg. Structure: Finance – Mfg. Logistics Finance – VA Prop. Group Company Finance – Mfg. Equip.

  12. Financial Group Company • Enables centralized and consolidated financial results from other financial companies. • Defined in the Company Parameters (tfgld0503m000) session

  13. Defining Company Data Logistic Financial Both Handles production, distribution, or other related activities. X X X X Used for posting financials. Can be used to store history data (archive). X X X X Links Entities to enterprise unit. Linked to one or more logistic companies. X Can act as customer or supplier X Linked to one financial company or a group of financial companies X

  14. Enterprise Unit Relationships • Enterprise Units: • Group Entities • Coordinate Financial transactions to the correct Financial Company

  15. Defining organization - Enterprise Units Finance Company 100 Finance Company 200 EU 1 EU 2 Logistic company 100 Plant 1 Plant 2

  16. Common Overview Entities

  17. Entities Departments Warehouses Business Partners (internal/affiliated) Projects Entities are linked to an Enterprise Unit to coordinate the financial transactions originated in that entity.

  18. Department Types Departments Sales Office Purchase Office Work Center Service Center Accounting Office Entities Dept. Warehouses Business Partner Project Enterprise Unit

  19. Structure Common Data Common Data Logistic / Financial/ Taxes Tables: EMM Calendars General Data Item Base Data Employee Company Sub-entities Addresses B.P.

  20. Common Overview Finance Tables

  21. Common – Finance Tables Cost Components Cost Components

  22. Common – Finance Tables Currencies Currencies

  23. Common – Finance Tables Currency Exchange Rate Types Exchange Rate Types

  24. Common – Finance Tables Currency Rates Currency Rates

  25. Common – Finance Tables First Free Numbers First Free Numbers

  26. Common – Finance Tables Terms of Payment Terms of Payment

  27. Common – Finance Tables Terms of Payment Terms of Payment - Details

  28. Common – Finance Tables Terms of Payment by Business Partner Terms of Payment By Business Partner

  29. Common Overview Logistic Tables

  30. Common – Logistic Tables Countries Countries

  31. Common – Logistic Tables Departments Departments – Listing

  32. Common – Logistic Tables Departments Departments – Details • Sales Office • Purchase Office • Work Center • Service Department • Shipping Office • Accounting Office. • Calculation Office • Is a Work Center • Used In Production • Used in PCS

  33. Common – Logistic Tables Item Groups Item Groups

  34. Common – Logistic Tables Lines of Business Lines of Business

  35. Common – Logistic Tables Product Lines Product Lines

  36. Common – Logistic Tables States/Provinces States/Provinces

  37. Common – Logistic Tables Warehouses Warehouses – Listing

  38. Common – Logistic Tables Warehouses Warehouses – Details

  39. Common Overview General Tables

  40. Common – General Tables Employees Employees – Listing

  41. Common – General Tables Employees Employees – Details

  42. Common – General Tables Enterprise Units Enterprise Units – Listing

  43. Common – General Tables Enterprise Units Enterprise Units – Details

  44. Common Overview Business Partner Sessions

  45. Common – Business Partners Business Partners • All customer and/or all supplier roles must be defined for a business partner Sold To Buy From Ship To Ship From Customer Roles Supplier Roles Business Partner Invoice From Invoice To Invoice To Invoice From Pay To Pay By Pay By Pay To

  46. Common – Business Partners Customer Roles • Customer Sold-To: • BP Status • Language • Area • Address • Line of Business • Terms of Delivery • Customer Invoice-To: • BP Status • Language • Address • Currency • Invoicing Method • Financial Customer Group • Statement Method • Credit Limit • Terms of Payment • Customer Ship-To: • BP Status • Language • Address • Customer Pay-By: • BP Status • Language • Address • Currency • Reminder Method • Remit-to Address

  47. Common – Business Partners Supplier Roles • Supplier Buy-From: • BP Status • Language • Area • Line of Business • Address • Order Discount • Purchase Office • Terms of Delivery • SupplierInvoice-From: • BP Status • Language • Address • Currency • Statement Method • Financial Supplier Group • Terms of Payment • Payment Method • SupplierShip-From: • BP Status • Language • Address • Warehouse • SupplierPay-To: • BP Status • Language • Address • Currency • BP Bank

  48. Common – Business Partners Business Partners Business Partners – Listing

  49. Common – Business Partners Business Partners Business Partners – Main

  50. Common – Business Partners Rebuild Sessions Rebuild Invoice-to Business Partners Order Balances

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