contact information - eoh infor services · 12.03.2015 · visual 8 – order entry view panels...

Contact InformationRichard Lagoy - richard.lagoy@infor.com nfor.com

Frank Maglio - frank.maglio@infor.com nfor.com

VISUAL 8 Update & Overview

Last Updated: 3/12/2015

Purpose of Document• This document provides an overview of VISUAL 8

enhancements. This represents only those enhancements that are currently being programmed and can be demonstrated in some form.

• Updates to this document will be made periodically to include additional enhancements outlined on the roadmap.

• This document does not represent the complete roadmap for VISUAL 8 or beyond. Refer to the VISUAL Statement of Direction found on the VISUAL Customer portal for more information on the overall vision and roadmap

• All items are subject to change

Roadmap

• Supplier Performance• Pack Lists – Print by WH or Territory• UDF’s on A/P & A/R Invoices• UDF’s on Journal Entry• Document indicator in PO & SO Inquiry• Expanded BOD’s for Work Orders• Mfg Window – Drill down to service dispatch & receipts• Mfg Window – Work order receipt view • Mfg Window – Hot key for Sub ID search• Mfg Window – Add new card colors• Inventory Entry – Security by Transaction Type• Inventory Entry – Auto populate from Qty & location on Transfer• Inventory Entry – “As of” On-hand calculation on backdating • Costing – Add zero cost switch for zero value (consigned) transactions to improve

performance.• Print Traveler – Save run parameters• Print Traveler – Prints associated documents when range printing• Security Maintenance – Add & Delete by user for customer & supplier• Security Maintenance – Prevent item Add by user

VISUAL Roadmap

2015 2016

Infor10x - Productivity

• SQLWindows (TD) 6.2 with TD Mobile 1.1• Splash screen web links• Expanded BODS for WO• Macros stored in database• API’s• SQL Server, Win 8, Oracle 12c• Double-byte• Enhanced Query Tool• Automated EXE services

Framework & Tools - VE 8.0

Customer Championed

• Expand Physical Count screen• Sales Order – Add Entered by on the header and line• Vendor Supplying Part - Allow vendor to be listed more than once • Drill to documents / files from document lifecycle.• Macros – Before and after delete functionality• Macros – Expand entry screen• Part Maintenance – Identify site specific values• Part Maintenance – Display product image on item screen

• Graphical Document Lifecycle• Document to Document drill-to• Standardized Min/Max on key sub-windows• Source & target document drill-to• Activities & Alerts• Contextual graphical VISUAL views with drill-to• Personalized Dashboards with drill-to• New Throughput graphics• Customer sponsored enhancements• Mobile Dispatch List

Customer Championed

VISUAL Roadmap

2015 2016

• Update shop floor material reporting to TD Mobile• Update shop floor labor reporting to TD Mobile• CPQ (PCM) integration – P2P• Customer championed enhancements• Customer forecast drives MRP• Expanded Dispatch functionality• ISM Integration – P2P

VE 8.0.2

• Infor CRM (SalesLogix) integration (ION)• Dashboard production views• New scheduling window UI and features• Qbuild CAD integration certification• Customer championed enhancements• Payroll – Forms 1094-C & 1095-C• APS Enhancements

• SMPS & bucket views• Traditional MRP view to reflect bucket view

VE 8.0.1

• See previous slide

VE 8.0.0

• Team Developer 7.0• VISUAL CRM into VE• EMEA and Global enhancements into VE• Ming.le Drill-down• Automated year-end standard cost revalue• Burden breakout on project transfer• Customer & Vendor portal

VE 9.0.0

Framework, Toolset & Utilities

Development Framework

• Team Developer 6.2• TD Mobile 1.1

API SDKPurchasing Sales

Inventory

Shared

Financials

Shop Floor

The COM and .NET business objects will be upgraded to a full API suite.

VISUAL AutoRun

• Global Scheduler• Costing• MRP• Shop Traveler• Data view files

Using the new parameters value table, the following processes can now be scheduled to run in off hours.

VISUAL AutoRunConcurrent Scheduler Service

Allows companies to run the concurrent scheduler automatically at set dates and times.

VISUAL AutoRunDate view file service

Allows companies to load dashboard data files in off hours.

VISUAL AutoRunPrint traveler service

Allows companies to print shop paperwork on an automated service.

Select the site and then File / Save as Scheduled to activate.

Macros in the databaseMacros will now be stored in the database rather than a separate files in the VISUAL executable directory.

To turn functionality on:

Table:

To load existing Macros:

Enhanced Query Tool

• Table & Field List with Drag and Drop

• List of common SQL Commands

• Export to Excel• Save to the database

New UI and Navigation Overview

Graphical Document LifecycleGraphical Document Lifecycle:1) Double –click on card to open document / order2) Right-click to show additional card information3) Click on paperclip icon to show files /documents.4) Click on activity icon to view all activities.

Right-click on the card for more details

Status bar shows completion percentage of document

Drill-to attached files

Graphical Document LifecycleQuote to Cash – Quickly view the entire duration of the lifecycle and steps in-between.

9 days

2 days 5 days 0 days 0 days 2 days

Document LifecyclePurchase Orders links to a work order

Expanded FormsEdit Pack List - Before

Edit Pack List - After

Update screens to incorporate toolbars and min / max adjustment where required to eliminate scrolling

Intuitive Drill-to Icons

Expanded and intuitive onscreen drill-to icons make drilling to related information much easier.

Drill-to from graphical screens will utilize the grid feature.

• Drill-to on the grid will appear as a hyperlink

• Columns can be sorted

• Items requiring attention will be highlighted in red.

Grids – Drill-to, alerts & sorting

Right click on a column to select grid columns and group data

Grids – Columns & Grouping

Right click to send data in the grid to Excel

Grids – Send to Excel

Source & Target NavigationEasily walk through the lifecycle of a document to see up upstream or downstream relationships.

In the example below the user drills to the source quote and target shipment from the sales order

Activities & Reminders

Activities and Reminders• VISUAL CRM task functionality has been extended throughout

VISUAL ERP and are now noted as activities.

• Activities can be added to all VISUAL documents (orders, invoices, RMA,s, etc.) for the purpose of recording and tracking various business activity. Reminders can be set for follow-up to activities.

• Reminders initiate a pop-up dialog box when due.

• Open activities show up in the task window.

• Users can only delete and modify their own activities

Activities and RemindersActivities can be created for all major documents to record business activities important to the document and actions taken.

Activity Entry Screen

Values automatically set based on source document and user entering.

Company defined categories and types

Set follow-up reminder date and time

General Subject

Detailed Information

Attach files

Activity Setup

Turn on reminder pop-up and activity tray

Setup categories and types based on your company needs.

Set security / permissions

Activity Views - Reminders

The user receives a pop-up dialog when reminders come due.

Drill-to activity to update, reschedule, and or close.

Activity Views – Show My Activities

A users open activities can be easily accessed by clicking on the Activity Tray icon on the Windows Taskbar.

Activity Views – Customer & VendorSee all Activities associated with a customer or vendor with full filter and drill-to functionality.

VISUAL View Panels

VISUAL View PanelsVISUAL Views are in-line contextual analytics aimed at providing an instantaneous and dynamic view into sales, purchasing, production and finance. Graphical Views contain drill-down functionality to the detailed grid data and then individual documents.

View Panels and grids are “magnetic” to the parent window.

You can open multiple View Panels at the same time

New View Panel options

7.x 8.0.0

8.0.0Summary version for a clear view of information and graphical view with complete drill-down to detailed information.

VISUAL 8 – Order EntryView panels shown in Customer Order Entry

VISUAL view panels and drill-down grids are magnetic to the parent window and can positioned based on user preference using drag & drop and windows resizing.

Click on bar to open detail grid

Customer View – Open OrdersThe customer open order view provides a view of all open documents for this customer with complete drill-down to detailed information and the individual documents. Late orders are shown in red on the grid

Available in:• Customer Order Entry• Customer Management• Estimating• Customer Maintenance

To Grid Detail

To Document Detail

Order Line View – Gross ProfitThe Gross Profit view compares selling price of the selected line to either the linked WO cost, actual FIFO layer, or standard based on the order structure.

Available in:• Customer Order Entry• Customer Management• Manufacturing Window –

Info Cost

Features:• Drill-down to detail cost• Estimated Gross Profit• Projected Gross Profit• Est & Projected GP

comparison.

To Grid Detail

To Cost Detail

Order Line View – Gross ProfitGross profit is based on demand / supply links or standard cost no allocations exist.

The example shown has a single sales line being supplied by two production orders. Note that one WO is expected to exceed selling price while the second WO is projected to come in under estimate yielding a net positive gross profit.

Note: The “other” line represents the portion of the sales line that is based on standard cost when supply (allocations) is less than demand

View Cost Source(s)

Item View – AvailabilityDisplay item availability showing on-hand, demand, on order, and available

Available in:• Customer Order Entry• Customer Management• Part Maintenance• Material Planning

Window• Purchasing• PO Management

Window• Estimating Window

Instantly shows overall inventory position when entering an item with drill down to details

The vendor open order view provides a view of all open documents for this vendor with complete drill-down to detailed information and the individual documents. Late orders are shown in red on the grid

Available in:• Purchase Order Entry• Purchase Management• PO Requisition Entry• Vendor Maintenance• Material Planning

Vendor View – Open Orders

To Grid Detail

To Document Detail

Material Planning Window

Material Planning Window showing vendor and part view. The preferred vendor view will always display if listed in the header. Select the line to see vendor totals if no preferred vendor is listed or a different vendor.

Cost View – Manufacturing WindowQuickly compare estimated, actual and projected cost to selling price*.

*Selling price comparison only available when the work order is linked to a sales order line.

VISUAL Dashboard

Personalized Dashboards

End users can create their own personalized dashboard from a series of sales, purchasing, finance and production data views.

All graphs have drill-down functionality to grid listing and document detail.

VISUAL Dashboards

VISUAL Dashboard shown with personal menu.

Users can:• Configure the

dashboard they want• Drill to detailed

information• Slice data by simply

right-clicking on the graph.

• Dashboard by entity / site

VISUAL Dashboard – Chart Criteria Right-click on the chart to change the data view.

VISUAL Dashboard –Detail DataRight-click on the chart to view the details

VISUAL Dashboard – Change time sliceMove meter to change time-slice

VISUAL Dashboard – Change time sliceGrab a time-slice

VISUAL Dashboard – View Options

VISUAL Dashboard – Slice & DiceIn this dashboard view we follow deliver performance by all customers and products, a single customer and a specific part.

Dashboard – Sharing Dashboards

Dashboards can be flagged as “shared” by the creator.

Share this dashboard

Default dashboard on

Dashboard – Multiple Dashboards

Users can create multiple dashboards.

Dashboard – Data Update Services

On startup dashboard data tables can be initiated for a date range (manual option)

Thereafter data can be loaded real-time (live option) of via an automated service (service option)

Select how you want the data warehouse tables

updated.

Dashboard – Display on Startup

Set the VISUAL Dashboard to startup on login to VISUAL.

Dashboard – Security

Allow full and component level access to individual analytics.

Document level drill-to is controlled by program level security.

VISUAL Splash Screen Links

VISUAL Splash Screen Links (dashboard)

Turn your main VISUAL splash screen into a dashboard by launching web based applications such as Infor Ming.le™or your own customized or internal application web page.

Turning on Splash Screen LinksPreference Maintenance

Set by user

Launch VISUAL and external apps from your VISUAL splash screenCustomized Splash Screen

Implementation Accelerator screen with drill-down to VISUAL appsCustomized Splash Screen

Process Flow DiagramsCustomized Splash Screen

VISUAL Splash Screen Link Run Infor Ming.le ™ and the ION Activity Deck within VISUAL

VISUAL Splash Screen Link Launch your company web page

VISUAL Mobile Automation

Mobile Shop Floor DispatchSelection of work orders to be dispatched is by Site, Due Date, Schedule Date, Product Code, Item and Work Order Status. Resources can be filtered also.

Mobile Shop Floor Dispatch

Selecting a resource produces a list of Work Order/Operations based on the input filters.

Mobile Shop Floor DispatchSelecting a Work Order/Operation produces a list of Materials required at that operation.

Mobile Shop Floor Dispatch Selecting a Material will produce a list of Purchase Orders for the Materials required

Customer Sponsored Enhancements

Customer Sponsored EnhancementsThis section covers those enhancements requested by the customer base through Infor Communities, Xtreme Support, and User Group Meetings.

When applicable the source of the enhancements is indicated in blue.

• Supplier Performance• Pack Lists – Print by WH or Territory• UDF’s on A/P & A/R Invoices• UDF’s on Journal Entry• Document indicator in PO & SO Inquiry• Expanded BOD’s for Work Orders• Mfg Window – Drill down to service dispatch & receipts• Mfg Window – Work order receipt view • Mfg Window – Hot key for Sub ID search• Mfg Window – Add new card colors• Inventory Entry – Security by Transaction Type• Inventory Entry – Auto populate from Qty & location on Transfer• Inventory Entry – “As of” On-hand calculation on backdating • Costing – Add zero cost switch for zero value (consigned)

transactions to improve performance.

• Print Traveler – Save run parameters• Print Traveler – Prints associated documents when range printing• Security Maintenance – Add & Delete by user for customer & supplier• Security Maintenance – Prevent item Add by user• Expand Physical Count screen• Sales Order – Add Entered by on the header and line• Vendor Supplying Part - Allow vendor to be listed more than once • Drill to documents / files from document lifecycle.• Macros – Before and after delete functionality• Macros – Expand entry screen• Part Maintenance – Identify site specific values• Part Maintenance – Display product image on item screen• Add printing of QR Codes where barcodes are printed

VISUAL ERP – 8.0.0 customer sponsored enhancement summaryInfor Communities, Xtreme, User Groups, other

Supplier PerformanceCompare supplier performance based on delivery performance.

Print Pack Lists

Ability to print by territory or warehouse

MNVMUG – 30379

UDF’s on A/R and A/P Invoices

Xtreme - 257585

UDF’s on G/L Entry

Xtreme

Document ReferencesCustomer and Vendor Inquiry

VMMIUG – 30249

Service Dispatch ReceiptsDrill to documents

VMNEUG

Manufacturing Window New work order receipt option

Inforum

Manufacturing Window Restore find Sub-ID hot key

USA - OINK

Manufacturing Window Breakout material card types

Customer through Channel Partner

Material card option is now broken out into 4 different material types.

Non-part numbered

FabricatedPurchasedFabricated or Purchased

Inventory Transaction Entry LogicOn-hand balance check when backdating

A new check will be added to all inventory transaction entry programs calculating on-hand balance on the date of the transaction preventing negative inventory.

In the example to the right an out transaction of 12 pcs on 5/13 would be denied as it would have drawn inventory negative on that date.

On-hand OH 20In 10Out 10OH 20

Out 12(-2)

5/145/12 5/135/12

CostingReturn zero cost flag

A new flag has been added to the inventory transaction table identifying transactions that may never have an associated cost such as with consigned inventory. This will improve the costing utility cycle time when transacting a significant amount of consigned (no cost) inventory.

Valid values:

NULL = Non-zero, check during cost run.

Y = No need to cost. Note, this will get set to NULL as required by the solution when costing is required.

Print TravelerAssociated documents

You can now print associated documents when print a range of work orders.

Selecting this option will automatically select to sequence the attachments after each traveler.

Security MaintenanceAdd & delete for part, customer, supplier

VMPAUG – 30624, VMMIUG

Expand Physical Inventory Count Screen

VMMIUG – 30250

Customer Order EntryAdd Entered by fields.

The Entered By field is now displayed in the header of the sales order. In addition, an entered by field has been added to the line item.

This field cannot be edited.

Vendor Supplying PartAbility to add the same vendor more than once to a part.

MNVMUG – 30104

Document LifecycleFile attachment indicator with drill-to

VMNEUG – User Group Meeting

MacrosBefore and after delete functionality

OnDeleteOnAfterDelete

MacrosExpand macro screen

Before After

VMNEUG – User Group Meeting

Part MaintenanceIdentify values set at the site level

Values set at the site will now be indicated in blue. Tenant values are shown in black

This change also applies to Resource Maintenance

Xtreme / Support

Part MaintenanceDisplay product image on the part screen

User Group Discussion

QR CodesAllow for the printing of QR Codes where barcodes can be printed

Full disclaimerThis presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Infor is not committing to develop or deliver any specified enhancement, upgrade, product, service or functionality, even if such is described herein. Many factors can affect Infor’s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor expressly disclaims any liability with respect to this presentation.

contact information - eoh infor services · 12.03.2015 · visual 8 – order entry view panels...

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