factory track for m3 what´s new in ft 7

Factory Track for M3 What´s New in FT 7.0Patr ik Sjoberg

Senior Di rector, Product Management

Copyright © 2018. Infor. All Rights Reserved. (2)

Disclaimer

This document reflects the direction Infor may take with regard to the specific product(s)

described in this document, all of which is subject to change by Infor in its sole discretion, with or

without notice to you. This document is not a commitment to you in any way and you should not

rely on this document or any of its content in making any decision. Infor is not committing to

develop or deliver anything described herein.

FA C T O R Y T R A C K F O R M 3


FA C TO RY T R A C K 7 –

N E W F E AT U R E S

R O A D M A P


M U LT I T E N A N T

W H AT I S FA C TO RY

T R A C K F O R M 3 ?

H A R D WA R E

AGENDA

M O B I L I T Y F O R M 3

WA R E H O U S E

B A C K G R O U N D


Mobility for warehouse backgroundFA C T O R Y T R A C K F O R M 3

2001 2007 2016 2019

M3 Warehouse Mobility – M3WM

• Online with M3

• Windows Mobile 6.5

• Rugged devices

• Client Software

Windows Mobile Platform EOL

18 years in market - Rich and mature

Factory Track

• Online with M3

• Web UI - HTML5 browser

• Zero foot-print on device

• Rugged devices

• Tablets / Phones

• Windows / Android

Web / HTML5 Platform

+2 years in market – Modern and growing




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Solution OverviewFA C T O R Y T R A C K F O R M 3

▪ Online extension of M3’s inventory management

▪ Web UI - HTML5 browser based for broader device support

▪ Zero foot-print on device

▪ Highly configurable

▪ Built on Infor Mongoose framework for ease of personalization

▪ Cloud or On-premise

▪ All M3-industries

▪ 22 languages

▪ M3 13.3 - M3 13.4 - M3 16.1 CE

Advanced Bar-codes

(GS1128 etc.)Warehouse &

Manufacturing

Item Aliases

Transaction profiles Lots and Containers

ASN / SSCC

package management

Attributes & Catch

weight


TRANSACTIONS

F a c t o r y T r a c k f o r M 3

INBOUNDRECEIVE • PO/DO/CR/MO/BY• Search• List Lines• Receive Line / Return Line• Receive Package• List Putaway Tasks• Report / Update Putaway

Task

INSPECT• Search & List Balance ID• Report Inspection

PUTAWAY• Search & List Balance ID• Report Putaway• Putaway Package• List Putaway Tasks• Report / Update Putaway Task

CONFIRM PUTAWAY• Search & List Putaway Task• Report Putaway Task• Update Putaway Task

MANUFACTURINGREPORT OPERATION• Search and List• Report Operation

ISSUE MATERIAL• Search & List Operations• List Materials• List Balance ID• Report Issue• Report Return

RECEIVE • Main Product• By-product

INHOUSEMOVE• Search Balance ID• List Balance ID• Report Move

COUNT• Search and List Phys Inv• Search Phys Inv Line• List Phys Inv Line• Report Phys Inv Line• Create Phys Inv

STOCK ENQUIRY• Search and List Balance ID• Balance ID Details• Balance ID Options

PRINT LABELS• Putaway label• Item Label• Package in Stock Label

RECLASSIFY• New item/lot etc• Print new from/to labels

OUTBOUNDPICK AND PACK• CO/DO/RO/MO/WO/REPL• Search and List Pick Lists• Pick List Lines• Pick List Lines Aggregated• Report Pick Line• Report Pick Line Aggregated• Report Pick List• List Balance ID

WAREHOUSE MOVE• DO/RO+/RO-• Order Details• Search and List Balance ID

Add LineCreate Order

SHIPMENT LOADING• Search and List Shipments• Update Shipment• Packages to Load / Loaded

Packages• Load / Unload Package

DELIVERY PACKAGESPACKAGE REPACK• Search and list• Display Package Contents• Move Item• Move All

PACKAGE IN PACKAGE• Connect / Disconnect Package

PACKAGE UPDATE• Update

PACKAGE MOVE• Search Packages• List Packages• Move / Issue / Load / Unload

PRINTPRINT PACKAGE LABEL• Print

PRINT DELIVERY DOCUMENTS• Print

USER SETTINGS• Facility• Warehouse• Printers FT & M3• No of copies


GENERAL Concepts

F a c t o r y T r a c k f o r M 3

M3 CONCEPTS• Item alias• Lot number• Container• Packages in stock• SSCC number• Priority / Expiry dates• Catch weight• Attributes• Lot reference• Reason codes• Potency – Active items (selected) • Alt UM and pack qty

INTERFACE• Responsive Screens (grid)• List Menu• Icon Menu• List / Icon Menu (grid)• Search Screen• List Screen (single select)

• List Screen (multi select)• Report Screen• Browse• Options• Prompt• On-screen numeric keyboard• Populate scan field / On-screen enter• Date and Time• Printer

MULTI DATA BARCODE• Barcode Ids (multiple in parallel)• Barcode prefixes and separators• Barcode Application Identifiers (AI)• AI-field mappings to FT-transaction fields

CONFIG AND ADMIN• Users and User Preferences• Transactions Profiles – Unlimited• Configurable Multi-level Menus

• Images / Icons• Multi data barcodes• Configurable function keys• M3 configuration• Transactions with API-log• Site parameters• Session timeout


Factory Track – What it Looks LikeFA C T O R Y T R A C K F O R M 3




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Hardware specs recommendations

▪ Processor: 1.5 GHz or higher – multi-core

▪ Display: 4.2” or higher (full VGA/ WVGA)

▪ Memory: 2GB or higher

▪ OS

– Browser with HTML5-support

– Handhelds:

• Recommended: Android 6 or later

• Exception: Windows Mobile 6.5 with HTML5 (end-of-life)

– Tablets / Vehicle Mounted / PCs:

• Android 6 or later, Windows 110


Hardware scanner specifications document available on Infor Xtreme

Hardware devices/scanners are an expensive investment, and dependent on customer’s scanning

requirements

Wide range of mobile devices scanners (full vs. partial vs. no keyboard, long vs. short range, 1D vs 2D

We always encourage to test demo devices before making the final purchase.


Typical hardware for Factory TrackFA C T O R Y T R A C K F O R M 3

Honeywell

CK75, CK65

Rugged, long range

scanning , physical

keyboard

Zebra

MC3300

Rugged, short-mid range

scanning, no/limited

keyboard

Zebra

TC25

Honeywell

CT60

Standard tablets, Adding

bluetooth scanner,

no keyboard. Vehicle

mounted, semi-mobile

Honeywell

CN75, CN80

Map physical keys

to FT-buttons


Hardware – latest specs on marketFA C T O R Y T R A C K F O R M 3

Android 8.1 Oreo

Octacore 2.2 Ghz

4 GB RAM

Long Range 1-2 D

Zebra 9300

Android 8.0 Oreo

Octacore 2.2 Ghz

2 or 4 GB RAM

32 GB Flash

Long Range 1-2 D

Honeywell

Dolphin CK65




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Infor Factory Track 7.00.00

Embrace the agile mindset for continuous change


GA – Jan 2019Version plan


Jan 2017 Dec 2017 Jan 2019

FT 6.01.00 FT 6.01.10 FT 7

• First Generally Available

release for M3

• Limited functionality

• Search/ list/ update shipments

• Putaway package

• Shipment loading

• Transaction logging

• Responsive design

• Hardware button / key mapping

• Good/ bad scan audio feedback

• Performance

improvements

• Functional

enhancements

For full list of release updates please refer to release notes documentation on Xtreme Support


Factory Track 7 release overview

▪ General Availability: January 2019

▪ M3 Compatibility: M3 13.3 - M3 13.4 - M3 16.1 CE

▪ Single version - continuous delivery model

▪ Architectural updates

▪ 22 built-in language translations

▪ SKU and licensing updates



Business case / customer benefits

▪ Alignment with Infor’s strategy of delivering fully-automated, multi-tenant Cloudsuites

▪ You do not have to wait for annual major releases with large functional scope.

▪ Smaller, more frequent updates, delivered on a continuous basis.

▪ Focus R&D efforts towards latest version of software



FT 7 Planned Language Packs FA C T O R Y T R A C K F O R M 3

Languages

German Thai

Spanish Hungarian

French Canadian Norwegian

Japanese Polish

Dutch Russian

Chinese (Simplified) Turkish

Swedish Italian

Czech Portuguese (Brazilian)

Danish Portuguese

Finnish Hebrew

French Slovenian

Note: Language Pack includes translations for UI and Mongoose framework. Only a select few languages will have online

help translated. More information on this will be provided during Factory Track 7 launch and release process.




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Highlights in Factory Track 7 for M3F a c t o r y T r a c k f o r M 3

Performance

Rewrite PICK&PACK and RECEIVE

Caching of forms

PICK & PACK-logic

Package qty / UOM

Enter transactions using varying

package size OR alt UM

RECEIVE – first step

Label Printing

Control M3 document-printers,

Print new labels at RECLASS and

MOVE (Split)

Manual close of order

Allow manual close from FT when

partial reporting

MOVE while on pick l ist

Allow to move a balance ID even if

printed on pick list

PICK&PACK –

issue by line

Report issue by line instead of on

header level


FT 7 - New and Improved FEATURES


PERFORMANCE• Reduced time for initial load by more than

66% in RECEIVE and PICK&PACK• Performance improvements in RECEIVE, MO-

ISSUE and PICK&PACK with enhanced cache• Net-change refresh when re-loading pick lines

in PICK&PACK• Tune pick & pack line level transactions

RECEIVE • Potency - report in physical quantity• Auto Lot numbering – display and allow

override / change• Display mandatory lot input field for MO/BY

return of lot items (regardless of lot numbering method)

• Multi packages receipt and Alternate Unit • Capture Manufacturer´s serial number• DO-“over-receive” by adding new line• DO-receive by outer package (OPAN)

improved• Suggest stock location for package with multi

balance IDs – same item• Manual Close of line

PUTAWAY• Manual Close of PO-line

MOVE• Create a new package in stock at move• Print labels for both from and to balance ID• Move stock on pick list

COUNT• Potency - report in physical quantity • Support new inventory count method 5

(deviation) for M3 CE

STOCK ENQUIRY• Search balance ID by outer package (OPAN)• Potency – Display physical quantity • Set screen to display after printing label• Reclassify - to a new item with auto lot

numbering• Reclassify - Print new from/to labels

PICK AND PACK• Issue by line• Potency - report in physical quantity • Managing and release active picker on pick

lists• Support for picking RO created from PO claim

(search/browse balance ID)• Packing of aggregated pick list line

OUTBOUND PACKAGE MOVE• Default place of load from current warehouse

(search packages by shipments)

WAREHOUSE MOVE• Authority - control and limit warehouses,

order types, reason codes• Potency - report in physical quantity• Allow to sort reason codes by description • Configurable sorting order in list balance ID

screen• Configurable sorting order in lines screen• Priority date in list balance ID screen• Option to hide non allocatable/non-movable

balance IDs from list of balance IDs• Option to include only certain balance ID

statuses in list balance ID screen• Zone as filter field in search balance ID screen• Option to default certain zone in search

balance ID screen

SHIPMENT LOADING• Default place of load from current warehouse

(search shipments)

USER SETTINGS• Printers and no of copies for selected or M3-

printer files


General response time reduction by caching

Too long response time when opening functions and switching forms in Factory Track

ProblemUtilize caching mechanisms better to load and save forms and parameter settings per transaction profile in browser cache.

SolutionSecond time a function or form needs to be opened the time for loading is significantly reduced

Navigating in and out of functions will be significantly faster second time executed.

Benefit

Planned dates are subject change in time and scope without any prior notice.Disclaimer

………

Scope phase 1 (this release)

RECEIVE

PICK and PACK

MO ISSUE MATERIAL

Scope phase 2 (2019 Feb-March)

MOVE

STOCK ENQUIRY

SHIPMENT LOADING

PACKAGE in PACKAGE

PACKAGE REPACK

PACKAGE UPDATE

PACKAGE LABEL PRINT

PICK and PACK PRINT

PDD

Scope phase 3 (2019 April-May)

WAREHOUSE MOVE

PUTAWAY

PO INSPECT


Support for Potency on Active Items 1 (3)

Active items with varying potency (strength or concentration) affects how M3 display and transact theoretical vs physical on-hand-balance. Factory Track did not respect varying potency and all quantities displayed as nominal and not physical.

ProblemFor active items (ACTI = 1) we display and report back using the physical quantityinstead of the theoretical nominal quantity.

New behavior controlled by parameters to avoid changes for existing customers.

SolutionUser can interact with Factory Track in the quantity which they handle and physically touch in the warehouse.

Benefit

All Factory Track Transactions does not yet support Potency and Active Items.Limitations

………

Balance ID – MWS060/B

Balance ID – MWS060/E

Actual potency

Normal potencyPhysical Qty fieldsNominal Qty fields

(Normal Qty fields in M3)

Display output from M3 in FT forms:

• Recalculate quantity field from ”nominal” quantity to physical quantity

Report transaction from FT form into M3:

• Enter transaction in physical quantity

• Convert from physical quantity to nominal quantity during update to M3-transaction.

Transactions covered:

• Stock Count, Stock Inquiry, ReceiveDO/RO, Warehouse Move, Pick and Pack

Scope:


Managing Active Picker on Pick Lists

FT will lock pick lists to current user by assigning user id to header.

Picker may break session with open pick lists. These pick lists are locked from otherusers to process.

ProblemNew ways to search and display pick lists with or without picker id.

New action to unlock pick lists (clear picker from pick list)

Error message including info about picker when selecting locked pick list

SolutionHandle situations when pick lists have been locked by mistake without having to go back into M3.

FT users on warehouse floor becomes more independent from admin personnel.

Benefit

Limitations

………

• More options to select pick list by pickerid:– Non locked– My own + non non locked– ALL– Only locked– Specific picker

• Display picker ID in pisk list Select screen

• New action – ”Unlock Pick List”

• Error message if you try to select lockedpick list for further processing.

Scope:

Transaction profile for

managing locked pick

lists

Search for all locked

pick listsSelect pick lists to

unlock

Unlock will remove

picker id and open for

other users to process

pick list.


Warehouse Move – authority control

Warehouse Move is a very powerful transaction allowing users to move between locations and warehouses but also scrapping and dispositioning material is possible. The openness of the transaction caused compliance issues.

ProblemControl what user is allowed to select and perform through Transaction profile settings.

Adding parameters to control and propose warehouses, order types and reason codes.

SolutionBe compliant with business rules by controlling what a user can do.

Avoid errors by user mistakes.

Easier for user to select from more narrowrange of options.

Benefit

Limitations

………

• Default values (FT 6.01.10)

• Limit list of allowed values (FT 7.0)– Warehouse from and to– Order type– Reason code

Scope:156 order types in

our example.

Maybe 2 or 3 are

allowed for my

process

113 warehouses !!!

49 reason codes.

Maybe 5 are valid

and allowed for my

process


Printing control

Printing labels and documents is closely connected to processes performed in FT.

Limited possibilities for the end-user to control which printer, how many copies to print etc

ProblemAllowing for end-user to change setup and better control documents triggered from within FT as well as documents triggered in background by M3.

SolutionEnd-user to manage daily operations without involving admin/IT.

Reduce load on admin/IT.

Reduce time for getting things done

Benefit

Limitations

………

Printer labels and

Docs for print

triggered within FT

Printer M3 and No of

copies - Updating

MNS205 for selected

Docs - for printing

triggered from M3

processes.

User Settings

Pack Labels / Delivery Docs

New optional field

for no of copies.

Limit list of printers


Stock Inquiry -Item/Package/Putaway label

New optional field

for no of copies.



Reclassification – print new labels

When reclassifying a balance ID new labelor labels may often be required to mark goods with new information

ProblemNew setup to automatically trigger printingof labels for new balance ID and old balance as part of reclassification process

SolutionLabel new balance ID with new info like new item/lot/quantity/date

Re-label old balance ID with new remainingquantity

Goods properly and timely labeled.

Benefit

Limitations

………

Reclassify all or part of

existing balance ID

Reclassify

Print new putaway label(s)

Label for new

balance ID

Label for old

balance IDManual or automatic

trigger of label printing


Move – print new labels

When splitting a balance ID by moving part quantity new label or labels may often be required to mark goods with new information

ProblemNew setup to automatically trigger printingof labels for new balance ID and old balance as part of Move process.

SolutionLabel new balance ID

Re-label old balance ID with new remainingquantity

Goods properly and timely labeled.

Benefit

Limitations

………

Move part of existing

balance ID

MovePrint new

putaway label(s)

Label for new

balance ID

Label for old

balance IDManual or automatic

trigger of label printing


Close Order Line from Factory Track

The close-mark flag was not available inside FT-forms so user needed to og into M3 or ask other user with access to M3 when needing to close an order line (MO/PO)

ProblemAdd field for close-marking a line from the Factory Track reporting screens

SolutionEmpower end-users to perform all necessary tasks on their device.

Excecute decisions directly on device to save time and resources required when needing to go back into M3.

Benefit ………

Scope phase 1 (this release)

RECEIVE MO

RECEIVE PO

RECEIVE DO

PUTAWAY

PICK and PACK (already

available before)

Scope phase 2 (2019 Feb-March)

MO ISSUE MATERIAL

MO REPORT OPERATION

Planned dates are subject change in time and scope without any prior notice.Disclaimer

- ”Sequence of input fields” - to select and display ”Close” field.

- ”Suggest data for input field close” - to propose value ”Close” – No/Yes (0/1)

Transaction Profile - Settings

- Allows user to make decision to close remaining quantity / time during reporting of transaction

Feature


RECEIVE MULTIPLE PACKAGES

User need easier way to enter a received quantity as a computation of the package size received and the number of packages.

When receiving multiple identical packages users wants to generate multiple packages in stock in one transaction.

ProblemAllow users to enter received quantity by entering quantity per package OR unit of measure AND number of packages.

Allow user to use above concept in combination with packages in stock (container method 7) to generate multiple packages in one transaction

SolutionRemove mistakes and the need for manually calculating received quantity on the side.

Reduce time for processing and receiving multiple packages at the same time.

Benefit ………

First phase is limited to RECEIVE. Other functions are planned follow to support concept of “qty/pkg”, number of packages and alt UMLimitation

- Support for MO- and PO-RECEIVE

- If ”Unit” is used and entered then ””Qty / Pkg” is retreived from alternate UM”in MMS015

- Single Balance ID →Use ”Qty / Pkg” , ”Unit” and ”No of Pkgs” to simpify input of total qty received

- Multi Package → ”No of Pkgs” used to generate multiple ”packages in stock”

Features

- ”Sequence of input fields” - to select and display new fields for No of pkg, Qty/Pkg, Total Qty and Unit of measure.

- “Enable option to receive multiple packages” –activate multi package in stock generation for container method 7.

- “Suggest data for input field container” must be *AUTO” for generating multiple inhouse packages in stock .

- “Suggest data for input field No of Pkgs”

- “Suggest data for input field Qty per Pkg”

Transaction Profile - Settings

Receive by package size:

- Qty / Pkg (new)

- No of Pkgs (new)

- Quantity (old)

- Total Qty = (Qty/pkg * No of

Pkgs) + Quantity

Scan ”Qty / Pkg” from barcode

Expected no of pack displayed (8)

Enter actually received no of

packages.

Total Quantity calculated

Expected Remaining displayed

Enter Quantity = extra units not in

packages

”Total qty” to be received is calculated




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Multi TabsF a c t o r y T r a c k f o r M 3

PICK & PACK

Problem

Cumbersome and time-consuming

to switch from one function to

another and back.

Solution

Multi tabs as new drop-down.

• Allow user to open multiple

transactions

• Keep them open

• Exit all at sign-off

Benefit• Switch back and forth in a

second

• Perform parallel tasks without

loosing track of open transaction


Package quantity and Alt Unit of MeasureF a c t o r y T r a c k f o r M 3

Problem

Goods is handled in a package qty /

unit of measure different from basic

unit of measure in M3.

Balance ID contains more than one

handling unit.

Package sizes vary from delivery to

delivery from supplier

Solution

Introduce support for “package

quantity”. Roll into all relevant FT-

transactions.

Benefit• Easy capture of package quantity

• Remove need for manual

calculation of transaction quantity

Scenarios:1. Qty/Pkg scanned or entered manually.

2. Alt UM entered or defaulted to get

Qty/Pkg from M3.

3. GTIN / EAN scannedand mapped to

Alias number in M3. Get Qty/Pkg OR Alt

UM from Alias number table.


✓ Performance improvements

✓ Lots of functional enhancements compared to FT 6.01.10

✓ Monthly deliveries of improvements

✓Aggressive roadmap to grow functional scope, enhance usability and further improve perforamnce

Summary Factory Track 7FA C T O R Y T R A C K F O R M 3


THANK

YOU

factory track for m3 what´s new in ft 7

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