Download - 201505 Gear - Infor update
1Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2012. Infor. All Rights Reserved. www.infor.com 1
Evolution Mark Pinder
Release 12 – Quick Wins
2Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Evolution 12 – Quick Wins
• Web Client – Standard Features• Desktop Builder - Customizations• Report Wizard• PDF Documents
• Creator
• Archiver
3Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Web Client – Standard Features
• Larger Screen Layout with Frames and Better Field Alignment• Enhanced Usability
• Highlighting of Mandatory Fields, On Focus Indicator
• Field Icons• Dates, Email Addresses, URL’s, Post Codes
• Enhanced Functionality• Delete Option, On-Click Select
• Embedded Links on Fields with Codes• Part Number, Customer/Supplier, Buyer/Planner/Salesman, Invoices/Orders
• Drop-down List Selection• Enhance Tool-Tips
4Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Web Client – Standard Features
• Standard Triggers• Generic Narrative• Bespoke Menus
5Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Larger Screen Layout with Frames
6Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Mandatory & On Focus Field
7Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Fields Icons
• Browses – Wildcard Searches• Dates – Calendar or Date Picker• Post Codes – Link to Google Maps• Email Addresses – Mail To Option• URL Links – Open Link in New Window• Delete – Delete the Selected Item
8Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Fields Icons
9Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Fields Icons - Browse
10Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Fields Icons – Post Code
11Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Delete & On-Click Features
• Delete• On Multi-Line Screens (Emulates to *** Feature)
• Checks to see if there is anything to delete (pop-up)
• Confirmation of delete request with details (pop-up)
• On-Click• On Multi-Line Screens
• Tool-Tip Indicator
• Copies Output Fields to Input Fields
12Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Delete Feature
13Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Delete Feature
14Copyright © 2012. Infor. All Rights Reserved. www.infor.com
On-Click Feature
15Copyright © 2012. Infor. All Rights Reserved. www.infor.com
On-Click Feature
16Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Embedded Links
• On Fields that Contain Codes• Part & Drawing Number
• Customer & Supplier Code
• Buyer/Planner/Salesman/Employee/Requestor
• Invoices, Orders & Credit Notes
• Goods Receiving & Despatch Notes
• Requisitions & Quotations
• Sample ASP Pages (27) which open in a new Window• Pass the parameters to the ASP Page• Link to other systems, web pages, documents, etc.• Uses Triggers – up to 4 per screen – fixed or occurs
17Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Embedded Links
18Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Embedded Links – Part Number
19Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Embedded Links – Customer Code
20Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Embedded Links – Purchase Order
21Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Drop-Down Lists
• 43 Pre-Defined Selection Lists (Text Files)• Displays Words rather than Codes• Restricts Entry to Items in the List• Reduces Errors
22Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Drop-Down Lists (BSC72)
23Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Enhanced Tool-Tips
• Provide Additional Information• Details of Print Indicators
• Provide Instructions• Click to Select
• Clarify Details• Delete Item ‘X’
• Identify a Field/Usage• Narrative Line Number
24Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Enhanced Tool-Tips
25Copyright © 2012. Infor. All Rights Reserved. www.infor.com
The Numbers
• 800+ Screens Modified• 500+ Date Fields• 120+ Post Code Fields• 30+ Email Address Fields• 25+ URL Linked Fields• 3,400+ Delete Events• 3,300+ On-Click Events• 4,200+ Embedded Links (27 variants)• 200+ Drop-Down lists
26Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Standard Triggers
• Standard Trigger Provide to Deliver the Previous List of Features• Global Field Triggers (Individual Fields and Occurs Fields)
• Other Screen Specific Triggers (Including ‘Field Toggle’)
• Can be used on Customized Screens• Recommend Copying and Editing Existing Triggers
27Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Generic Narrative
• Can be used in conjunction with the Standard 60 Character Narrative• Assign Specific Narrative Lines• Free Format Entry• Cut and Paste Text• Tick to Select Print Indicators• Create ‘blocks’ of Narrative with Specific Print Indicators• Linked with Standard Narrative
28Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Generic Narrative
29Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Bespoke Menus
• Hierarchy Approach• User
• Section
• Company
• Default
• Bespoke ASP Pages• Include Links to Other Documents/Pages
30Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Bespoke Menus – Main Menu
31Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Bespoke Menus – Module Menu
32Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Bespoke Menus - Company
33Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Bespoke Menus - Department
34Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Desktop Builder – Standard Features
• Snap To Grid• Enhanced Frame Control
• Expand/Collapse, Embedded Objects
• Enhanced Button Control• Images
• URL Builder• Dropdown Lists• Standard Triggers
35Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Snap To Grid
36Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Desktop Builder – Frames
• Expand/Collapse• On Screen Entry
• On Demand
• Embedded Objects• Fixed Links or Based on Linkage/Field Content
• Link to Documents, Web Pages, Other Systems
• URL Builder
37Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Frames – Embedded Documents
38Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Frames – Embedded Queries
39Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Frames – Linked Documents
40Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Frames – Linked Systems
41Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Desktop Builder – Buttons
• Image or Text Display• Options
• Sub-Form
• Evolution Transaction (Inc. Generic Narrative)
• Refresh Frame Content
• Open In New Window
• No action
• Links• Fixed Links or Based on Linkage/Field Content
• Link to Documents, Web Pages, Other Systems
• URL Builder
42Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Buttons with Images
43Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Buttons with Links
44Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Desktop Builder – Dropdown Lists
• Hardcoded List• List from a Text File• List from Default Values Table• Dynamic List from SQL Command
45Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard
• 65+ Sample Reports• 40+ Catalogues, spanning 8 areas of Evolution• 650+ Dataset Catalogues• 10 Report Styles/Layouts (Tables, Bar Chart, Filters, Index)• Sample Schedules• Generic and User Specific Reports• Customizable Links on Each Field
• Fixed Links or Based on Field Content
• Link to Documents, Web Pages, Other Systems
• Include Images• Cascade Reports• Embed in Web Client or Corporate Portal
46Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard
• Choose the Output Fields from the Catalogue• Create any Calculated Fields and Select Formatting Options• Decide how to Sequence the Output (Grouping, sorting, etc.)• Apply Selection Criteria to Filter the Results (Any field)• Include any Exception Conditions (Style sheet classes)• Select the Output Style• Email the Output Data as a CSV file• Publish the Report as an HTML Document• Extract the Output Data to Excel• Schedule the Report to Run when Required
47Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard
48Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Data & Options
49Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Sequencing
50Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Selection
51Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Exceptions
52Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Output (Data Table)
53Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Report Wizard – Output (Bar Chart)
54Copyright © 2012. Infor. All Rights Reserved. www.infor.com
PDF Creator
• Produce Professional Looking Documentation in PDF Format• Deliver Output as Email and/or Print and/or Electronics Store• Delivery Mechanism Based on Setup and Configuration• Attach Additional Documents to Emails (e.g. Terms & Conditions)• Include logos, images, barcodes, etc.• Requires and XML Data Output File and a Forms Layout
• PDF Creator merges the data and the layout then delivers the resulting document as configured.
• Documents can be accessed through Web Client and Report Wizard• Requires PDF Creator Engine
55Copyright © 2012. Infor. All Rights Reserved. www.infor.com
PDF Creator
56Copyright © 2012. Infor. All Rights Reserved. www.infor.com
PDF Archiver
• Convert Any Evolution Reporter Output to PDF• Email to Requestor
• Store in Designated Location
• Configurable File Naming• Configurable Storage Location• Auto Landscape/Portrait Function• Component of the Corporate Portal• Requires PDF Creator Engine
57Copyright © 2012. Infor. All Rights Reserved. www.infor.com
PDF Archiver
58Copyright © 2012. Infor. All Rights Reserved. www.infor.com
PDF Archiver
59Copyright © 2012. Infor. All Rights Reserved. www.infor.com