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Infor XA Release 7 An Executive Perspective

Infor XA Release 7 An Executive Perspective. Deborah Vermillion, VP Consulting Services deborah.vermillion@cistech.net Mike Taylor, VP Sales mike.taylor@cistech.net. Agenda. What is XA Release 7? What are the improvements? Is Release 7 ready for You? How do I get there? Summary.

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Infor XA Release 7 An Executive Perspective

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  1. Infor XA Release 7An Executive Perspective 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? • Is Release 7 ready for You? • How do I get there? • 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? 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

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

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

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

  9. 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

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

  11. 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

  12. 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

  13. 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

  14. Highlight Exception Items

  15. 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

  16. Compound Cards

  17. Column Totals and Statistics

  18. Quick Change

  19. All Available over the Internet

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

  21. 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

  22. Cost Simulation Object

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

  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. Purchase Requests

  28. Requisitions Purchase Request items are requisitions

  29. PO Variance Define ‘Standard’… Comparison cards

  30. PO Variance

  31. 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”

  32. Lean Execution and Planning (LEAP) 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….

  33. Lean Execution and Planning (LEAP)

  34. 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

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

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

  37. Easy to use Pre-set configurations Simplified Installation Pre-define KPI/Inbox’s Low database and server costs Simplified User setup User defined Hyperlinks for fast data entry Financial Integration to XA included World Class Enterprise Asset Management

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

  39. Develop Applications

  40. 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

  41. 4. Connectivity and Collaboration • Link business processes outside your 4 walls • Integrate multiple systems • Integrate multiple platforms • Leverage desktop applications

  42. Secure web access to your objects • Custom business processes • Create objects and deploy over the web HTML Customize Infor XA User

  43. Secure web access to your objects • Create and deploy objects on the web in minutes • Navigation, customization, attachments…all automatic • Note: Enterprise Integrator is required for Net-Link to see new or changed objects.

  44. Integrate XA with your web page… • Web pages talk XML natively • Create web pages that talk XML to your ERP system HTML XML Customize Infor XA User

  45. Integrate XA with your web page…

  46. XML Other System Integrate with other systems • Other system • Financial, CRM, shop floor, CAD… • Includes edits, calculated fields, business rules • Honors security HTML XML Customize Infor XA ERP Backbone User

  47. Download/upload bulk data

  48. XML Other System Office W S Integrate with Desktop applications • Costs • Budgets • Forecasts • Prices Infor XA WS HTML XML Customize User

  49. Integrate with Desktop applications

  50. XML Other System Office W S Integrate other applications Infor XA WS HTML XML Single user interface Customize JDBC Quality User User Departmental System (SQL Server)

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