sysi-2706 xa implementation tips and tricks for …mapics-support.com/inforum2013/2_xa...

1Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2012. Infor. All Rights Reserved. www.infor.com 1

SYSi-2706XA Implementation Tips and Tricks for Upgrades

Tuesday, Apr 23, 3:15 PM - 4:15 PM – W315A

Rick Altenau, CPIM, CIRMGuide Technologies, LLC

[email protected]

(513) 631-8800 x123

mailto:[email protected]

2Copyright © 2012. Infor. All Rights Reserved. www.infor.com

• Why do we drive on parkways, and park on driveways?

• Why is an airplane’s black box, orange?

• Men say the first thing they notice about a woman is their eyes. Women say the first thing they notice about men is they're a bunch of liars.

• Why are you IN a movie, but you are ON TV?

• Why isn’t “phonetic” spelled the way it sounds?

• Why is it that night falls but day breaks?

• If pro is the opposite of con, what is the opposite of progress?

• Why do we buy an ERP built on “Best Practice”, then modify it?

Things that make you go … hmmmmm

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=iF7YGL3VSFmkyM&tbnid=nqcgMe5R27mKfM:&ved=0CAUQjRw&url=http://riverdaughter.wordpress.com/2009/03/25/things-that-make-you-go-hmmm-episode-3/&ei=0hNwUd2AIqmqiQLA8oGoCg&bvm=bv.45373924,d.cGE&psig=AFQjCNHKtSHs6JsRajYuSF0Qi6eTEC8guQ&ust=1366385999135425


Agenda for Tips & Techniques

1. The upgrade: Current XA = release 9.1

2. What is PowerFlex? Why is it important?

3. Application Tips for XAr9.1+

3


Get current with Technology


Remember DOS? WordPerfect? Lotus 1-2-3?


Force the technology upgrade of XA tooAM$M00 Cross Application Support **********

Application Selection

Type option or command; press Enter.

1. Accounting Management Accounts Payable >>

2. Accounting Management Accounts Receivable >>

3. Accounting Management General Ledger >>

4. Capacity Requirements Planning >>

6. Cross Application Support >>

7. Customer Order Management >>

12. Financial Analysis >>

14. Forecasting >>

15. International Financial Management >>

16. Inventory Management >>

18. Manufacturing Performance Analysis >>

20. Master Production Schedule Planning >>

21. Material Requirements Planning >> +

==> _________________________________________________________

F3=Exit F4=Prompt F7=Backward F8=Forward F9=Retrieve

F10=Actions F11=Job status F12=Return F22=Messages

DATE 8/23/** ITEM MASTER FILE CHANGE AMVT03 NX

-ADDITIONAL INFORMATION-

ITEM A100 INVENTORY

DESCRIPTION WIDGET, COPPER, 3/4"

COMMISSION PERCENT .000

BASE PRICE EFFECTIVE DATE ________

ITEM PRICE CLASS ____ BASE PRICE _________

WARRANTY PERIOD _____ ITEM PRICE UNIT OF MEASURE __

WARRANTY UNIT OF MEASURE __

SERIAL NUMBER REQUIRED 0

COUNTRY OF ORIGIN ___

ITEM SALES GROUP _____ SPECIFIC GRAVITY .0000

TAX COMMODITY CODE ________ TAX WEIGHT/UNIT .0000

SUPPLEMENTAL WEIGHT .0000 SUPPLEMENTAL WEIGHT U/M __

UNIT VOLUME .000 VOLUME UNIT OF MEASURE __

DATE LAST MAINTAINED 8/03/** LAST MAINTAINED BY LISA

F02 NEXT DISPLAY

F03 PREV DISPLAY

F06 BASE PRICE MAINT

F15 NOTE TASKS

F18 REFRESH

F19 RETURN TO SELECT

DATE 9/22/** ITEM MASTER FILE CHANGE AMVT02 NX

-GENERAL INFORMATION-

ITEM A100 INVENTORY

DESCRIPTION WIDGET, COPPER, 3/4“__________ ENGR DRAWING 105 REV A______

STOCKING UNIT OF MEASURE EA ITEM TYPE CODE 1

UNIT COST DEFAULT 1.00000000 ITEM CLASS LW51

UNIT WEIGHT 5.000 WEIGHT UNIT OF MEASURE LB

ORDER UNIT OF MEASURE CLASS __ WAREHOUSE STOCK LOCATION _______

ALTERNATE ITEM _______________________ VENDOR-PRIMARY ______

DEPARTMENT ____ ITEM ACCOUNTING CLASS ___

CARRYING RATE .0000 VALUE CLASS C

STD SETUP COST/LOT .00000000 PACKING CODE __

STD BATCH QTY 1.000 INVENTORY CODE 1

BILL OF LADING COMMODITY CODE ________ QC CONTROL 0

PURCHASE TAX INDICATOR ___ SHELF LIFE 0

SALES TAX INDICATOR NTX BATCH/LOT CTL 0

PRINT ON SALES ANALYSIS 0 INSPECT ON RCPT 1

ITEM TAX XLASS _______________ DISCRETE ALLOC 1

DATE LAST MAINTAINED 9/22/** KIT EXTERNAL DOCUMENT PRINT OPT 0


BUT: Getting the technology does NOT cause evolution

• UTILIZE the Technology

If you upgrade XAr6 or XAr7 to XAr9.1, how are you better?






8


What does XA’s PowerFlex do for you?

• Set up the new foundation for Infor

• History is changing. It is time to discard the old technology

• For the first time, Infor is going to discontinue technology

• XAr9 is a pivotal release, able to run old and new

• XAr10 (not announced yet) will be new technology only

• IDF / ION / XML / Portals / Integrator / Infor10x

Customer

Service

Customer

Relationship

Management

EngineeringMaterials

Management

Order-Based

Production

Repetitive

Production

ProcurementPlanningTraditional or

Advanced

FinanceeGL / AR / AP

Enterprise

Integrator

Cross

Application

Support

Data

Collection

Support

System

Link

Net

Link

Host

Presentation

Server

Infor

Development

Framework

F9Financial Report

Writer

WorkSpace

Supply

Exchange

Enterprise

Asset

Management

Warehouse

Management

Product

Lifecycle

Management

COM_Net BuyDesign

Document

Management

Electronic

Banking

Salesforce

.com

Field

Service

Ming.Le

Mobile *

Infor Extend *

Corporate

Performance

Management

ThruPut

eCommerceAuto

Release

Cognos ePAK

Advanced

Transaction

Management

System Link

ToolKit

Security

Management

Plus

Catavolt

Cloud

Access

InMotion

Road

Warrior

Proof of

Delivery

3rd Party *

Licensed ** Not a Complete List

Workflow PulseEvent

MgntConnect

ION *

IDF Report

Writer

Project

Accounting

Mfg Exec

System

Material

Logistics

PR ST&T

EC SA FA

…

Link

Manager

Desk


Do I sound like a salesman?The sure cure…

OP + NT = EOPOld Processes + New Technology = Expensive Old Processes

SOFTWARE!

Install XA R9.1 … FLEX!


The Sure Cure!

YOU have to own the process.

“When the consultant gets done, my life gets easier” …

doesn’t work.

No No … I meant CONSULTING!

Bring in the HERO!


We turn to the greatest

business philosopher of our

time…

In order to clarify the role of theconsultant in a project:

Copyright © 2011 Infor. All rights reserved. 13


Take Advantage of new functionality• Infor publishes release notes

• Available on Infor Xtreme

• XAr4

• XAr5

• XAr5.5

• XAr6

• XAr7

• XAr7.6

• XAr7.7

• XAr7.8

• XAr9

• XAr9.1


IDF

• Every Click Counts

• Use the personalization functions to get VALUE

• If you are using the original cards supplied by Infor, you are not maximizing the ability of the system.

Costing

Customer Order EntryGeneral Ledger Entries

Manufacturing Orders


PowerFlex• Upgrades your ability to make

ERP an asset

• ERP is not the word processor of the 1980’s, technology provides you a STRATEGIC ADVANTAGE

• Allow the technology to assist you down the path of Process Improvement


The Pathway of Process Improvement

• The Improvement Process needs to be holistic…

The process needs to be structured and focused!

Maintenance

Plan &

Schedule

SOURCE MANUFACTURE DELIVER

Sales &

Marketing

COMPETE

Engineer /

Design

CUSTOMER

Quality

xx xx xx xx xx

*

*

*

*

*

*

*

* *

xx

Human RecoursesInformation

Technology

Accounting and

Finance

Maintenance

Plan &

Schedule

SOURCE MANUFACTURE DELIVER

Sales &

Marketing

COMPETE

Engineer /

Design

CUSTOMER

Quality

xx xx xx xx xx

*

*

*

*

*

*

*

* *

xxxx xx xx xx xx

*

*

*

*

*

*

*

* *

xx

Human RecoursesInformation

Technology

Accounting and

Finance

We need to create and evaluate an ‘end to

end’ view of our functional processes

We need to evaluate how we are doing

We need to have a view to where to improve


Remember, ERP is a

• Projects end, Processes don’t

• Goals are incremental

• Measurements change as priorities change






19


Where to start?

How do I implement XAr9.1 across my business environment?

You can’t “eat the elephant” in one sitting.

Let’s look at a key item in several applications

that could provide a starting point for improvement.


Application Tip: Accounts Payable

21

• Verify valid purchase order

• Verify item invoiced is on the order

• Verify quantity invoice=quantity received

• Verify quantity not previously paid

Vendor

Invoices

Electronic 3-way Match


• Why are you running planning applications?

• Why are you NOT taking advantage of the tools available?

• Force 5 items into a Planner# that you auto-release on a regular schedule

• Material Planning is not an all-or-nothing requirement, learn how to save time and reduce inventory by auto-releasing your top 5 items.

Application Tip: Planning

22

Auto Release


• Costing should not be a pain. Properly track your system and it is a by-product.

• Learn the differences in standard costing, average costing, last costing, actual costing.

• Learn what fields mean in the key files.

• Costing is an outstanding tool to identify system problems, it should be accurately tracked based on reporting activities from your shop floor.

Application Tip: EPDM / MM / OBPM

23

Costing is a measurement of success


• Track inventory usage to COs, MOs, POs, Scrap, etc.

• Reduce the miscellaneous inventory transaction usage

• Inventory accuracy is the #1 prerequisite to most ERP advantages.

• Take a step to make it more accurate.

Application Tip: MM

24

No miscellaneous transactions


• A manufacturing order represents a promise of inventory on a certain date.

• It is used for material planning, capacity planning, available to promise, component scheduling, costing, variance accounting, and more.

• Splitting MOs is an easy process that allows you to schedule the same order on multiple completion dates

• Expedite a portion of the order

• Split to meet capacity requirements

• Why do all MOs from XA end in a zero? To allow up to 9 “splits”.

Application Tip: OBPM

25

Splitting MOs


• The one thing we know about a forecast: it’s wrong.

• Do you know a key measurement for forecast tracking is its “wrongness” … (is that a word?)

• Without a forecast, how do we know what to make?

• Start a monthly demand review meeting. Begin taking proactive steps to controlling demand.

Application Tip: Forecasting

26

Auto Release

Forecast

Actual

??


• All orders (MO/PO/CO) have start dates and due dates.

• Learn how these affect inventory planning.

• Put in steps to keep them current.

• How does a system plan for an order due yesterday?

• How does ATP tell you that a part will be available last week?

• Clean up the database … everyday,

Application Tip: CSM / OBPM / PM

27

Schedule Accuracy


• Do you purchase an outside service against an MO for outside processes?

• The MO shop packet can create a PO for an outside service.

• Integrate the MO/PO/AP process to track correct inventory costs.

Application Tip: PM

28

Outside Processing


• Do you backflush? Is your inventory accurate?

• When you take an inventory, do you count items in floorstock?

• Does your GL track floorstock in a separate inventory account?

• Floorstock is a valuable tool, learn to use it correctly.

Application Tip: MM

29

Floorstock


• Vendor-Item files have become Warehouse-Vendor-Item files

• Much more control for you

• Will affect purchasing queries.

• This is the key database change in XAr9.1

Application Tip: PM

30

XAr9.1 provides new function to purchasing


• Learn some of the new applications available from Infor

• Get Outside the box

• Determine which ones should get into budget for this year, next year.

• ION is a tool that opens up many new capabilities.

• Infor is cutting edge in make ERP modern and social.

• Do you know what these tools do for you?

• MES / ML / DMS / ePAK / WF / IDF-RW / ION / System Link / Enterprise Integrator / SupplyWEB / Expense Management / more…

Application Tip: Extend

31

XAr9+ is the Starting Point


• Utilize the technology for business advantage

• Improve something, anything, today … and again tomorrow

• Many small projects are easier and more profitable than one large project

• Involve a team, IT cannot roll out a successful project.

• Proactively eliminate old technology

• Call your affiliate, call Infor, get help … it is available.

In Summary:

33Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2012. Infor. All Rights Reserved. www.infor.com 33

Thank you for your time.

Rick Altenau, CPIM, CIRM

Guide Technologies, LLC

[email protected]

(513) 631-8800 x123

mailto:[email protected]

sysi-2706 xa implementation tips and tricks for …mapics-support.com/inforum2013/2_xa...

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