infor xa release 7 an executive perspective deborah vermillion vp consulting services...
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Infor XA Release 7
An Executive Perspective
Deborah VermillionDeborah Vermillion
VP Consulting Services VP Consulting Services
[email protected]@cistech.net
Deborah Vermillion
Professional Experience• MBA, CPIM, CIRM• IT Development Manager, ERP Project
Manager• 20 Years XA Experience
MAPICS Experience• 20 Years implementation and project
management experience• Certifications in EPDM, Production,
Procurement, Inventory, Cost Accounting
My background started in IT development of custom
accounting, inventory and sales system. I have been
doing MAPICS/XA for 20 years, in variety of industries;
Automotive-Nissan, Honda, Toyota suppliers, Batch-
Chemicals, Paper; Configure to Order, Make to Order &
Stock-Lighting, Electrical and Large Capital Equipment.
Agenda
1. What is XA Release 7?2. What are the improvements? 3. Is Release 7 ready for You?4. How do I get there?5. Summary
What is XA Release 7?
Java Architecture InfrastructureNETWORK
server iSeries
Application Server
Web Server
Custom Definition
Server
Database
DB2/400HTML Server
XML Server
iSeries
Application Server
Database
DB2/400
Legacy Architecture
What is XA Release 7?
Java Architecture Infrastructure
NETWORK
DataBase
Web
One platform for total enterprise integration
QualityJDBCJDBC
Custom Custom System System
(SQL Server)(SQL Server)
Infor XAInfor XAUserUser UserUser
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Thin Thin ClienClien
tt
Web Web SiteSite
WSOfficeOffice
ExcelExcel
What is XA Release 7?
What is XA Release 7?
Java Architecture User Interface
What is XA Release 7?
Powerful Functional Enhancements ..now and in the future
What is XA Release 7?
Powerful Functional Enhancements ..now and in the future
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
Agenda
1. What is XA Release 7?
2. What are the improvements? 3. Is Release 7 ready for You?4. How do I get there?5. Summary
Implement at your own pace
Release 6 Green Screen
MMMM PMPM EPDMEPDM OBPMOBPMCSMCSM
R 6 Browser ‘Smalltalk’
IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink
Release 7 Green Screen
R 7 Browser Java
What are the improvements?
1. Easy Access to Information improves decision making
2. Improved Application Functionality
3. Tailor XA to meet your specific needs
4. Connectivity and collaboration beyond your walls
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
Highlight Exception Items
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
Graph Cards
Compound Cards
Column Totals and Statistics
Quick Change
All Available over the Internet
PO P012345 for $11,283.19 needs approval
Proactive Notification with Alerts
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
Cost Simulation Object
Results at total item level…
…and by cost element…
…and by summary.
Cost Simulation Object
Cost elements
Summary costs
Costed Indented Bill of Material
Purchase Requests
New object on main browser
Ties together requisitions– Like a header– Handle requisitions as a
group– Makes entering and
tracking requisitions easier
Purchase RequestBuyer: John DoeWhs: Atlanta
REQ1 123A 10 Apr 1
ITEM QTY DATE
2 2546 44 Apr 83 5938 48 Apr 84 2019 14 Apr 15 3876 87 Apr 6
Priority: 1Contract: 123
Purchase Requests
From the requisitions
Overall status
All/Some/None
All/Some/None
Purchase Requests
Requisitions
Purchase Request items are requisitions
PO Variance
Comparison cards
Define ‘Standard’…
PO Variance
R7.8 Expanded Process FunctionalityCustomer Service Management
– End order enhancement– Split commissions– Price books– Reports – Invoicing from orders or shipments– Holds – list view gives visibility– Comments maintenance– Customer/industry item maintenance– Contracts/promotions maintenance– IFM customer maintenance
New End Order
CSM Reports
Better Hold Management
Invoicing
• Invoices can now be generated from orders or shipments. • As a standard host job, the invoices can be e-mailed or stored as text, HTML, and/or PDF documents.
R7.8 Expanded Process FunctionalityEnterprise Product Data Management (non-EPDM environments still
the same)– Maintain kits and kit components
Procurement Management– Integration with SRM SupplyWEB for electronic communication with vendors.– Enhanced security for SOX requirements (federal tax ID/Social Security #
has it’s own security and pre-set security for separation of duties)
Cameleon– De-couples engineering data from line-item entry, speeding up data entry
process.– Configured item descriptions are saved in both CSM and EPDM.– MO’s can be generated automatically from configured customer orders.
R7.8 Expanded Process FunctionalityMaterials Management
– New inventory transactions (IS, RC, TW, SA)– Receiving now has receipt by shipping notice, shipment containers
and shipped items (SRM SupplyWEB)– Visibility and receipt functionality for “in-transit” stock being
transferred to another XA warehouse– Inventory Status and Non-netting Locations
• New field, Inventory Status, added to the Warehouse Location object to classify items to be withheld from certain activities.
– Customer order pick lists – regular & stock pick combined– Customer order shipments (complete only for now)– Invoicing
New Inventory Transactions
• Issue Item (IS) – formerly Miscellaneous issue. • Receive Item (RC) – formerly Miscellaneous receipt. • Issue Sales Item (SA) – formerly Sales Shipment.• Transfer Item (TW) – formerly Interwarehouse Transfer, and the related generated Interwarehouse Issue (IW) and Interwarehouse Receipt (RW).
(Renamed but same designator. Note Reverse action.)
SHIPPING FUNCTIONALITY
R7.8 Expanded Process FunctionalityIFM
– Maintenance of:• Entities• Customer• Vendors
– New summary levels and analytical functions– Credit information updated in real time– Increased length of bank account number to 60
characters to handle bank ID codes and international bank ID codes.
Add/maintain vendors with IFM
Add/maintain customers with IFM
New IFM Summaries
R7.8 Expanded Process FunctionalityOrder-Based Production Management
– Application setting controls how users are notified when changing MO quantities with discrete allocations.
Net-Link– Supports multiple internet browsers
Environment Management– Includes Product Update feature to analyze and apply
PTF’s, PCM’s and migrations from R6 to R7.
R7.8 Expanded Process FunctionalityIntegrator
– Imports and exports user code within user exits.– Publish and subscribe supports notification subsets, including all
fields on regular subsets.– The User Definition and User Preference Administration functions
have moved from Integrator to base Power-Link product.
Translation enhancements– Add language to user profile and eliminate need for multiple
MMLIST records and multiple database copies.– Install new applications and apply code fixes once without regard
to individual languages.
R7.8 Expanded Process FunctionalityLink Manager
– Provides enhancements for managing machines, processes and environments.
System-Link– Calls to host jobs and reports– Define transactions groups– Supports conditional blocks in System-Link requests
Performance– Extra caching of customization data– Use of System i SQL query engine
IFM – Functions in processPhase 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”
Lean Execution and Planning
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….
Lean Execution and Planning
InforInforApp 2App 2
POPO Infor ERPInfor ERP
Infor Integration-Enterprise Software Bus
Enable functions Enable functions onceonce to interact with the bus to interact with the bus
May now interact with any other application May now interact with any other application enabled for the busenabled for the bus– Let App 1 = SupplyWEBLet App 1 = SupplyWEB– Let App 2 = EAMLet App 2 = EAM– Both can use PO’s in the ERP systemBoth can use PO’s in the ERP system
ESB
InforInforApp 1App 1
POPO
SW EAMInforInforApp 3App 3 XAXA POPO ASNASN
SupplyWEB: Electronic Comm w/Suppliers
Multiple Procurement Methodologies:
Scheduled ReleasesShip SchedulesDiscrete PurchasesOne Way eKanban Pull SignalsSupplier Managed Inventory (SMI)
Asset - EquipmentWork ManagementMaterials ManagementPurchasing ManagementAdministration ManagementReporting
World Class Enterprise Asset Management
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
3. Tailor XA to meet your specific needs
Purchased Manufactured
3. Tailor XA to meet your specific needs
Develop Applications
Release Transparency!
This is a big deal!You plan to be with your ERP system
for a long timeA 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
4. Connectivity and Collaboration
Link business processes outside your 4 walls
Integrate multiple systemsIntegrate multiple platformsLeverage desktop applications
4. Connectivity and Collaboration
Secure web access to your objects
Infor XAInfor XAUserUser
CustomizeCustomizeHTMLHTML
Custom business processes
Create objects and deploy over the web
Create and deploy objects on the web Create and deploy objects on the web in in minutesminutes
Navigation, customization, attachments…all Navigation, customization, attachments…all automaticautomatic
Note: Enterprise Integrator is required for Net-Note: Enterprise Integrator is required for Net-Link to see new or changed objects.Link to see new or changed objects.
Secure web access to your objects
Integrate XA with your web page…
Infor XAInfor XAUserUser
CustomizeCustomizeXMLXMLHTMLHTML
Web pages talk XML natively
Create web pages that talk XML to your ERP system
Integrate XA with your web page…
Integrate with other systems
Infor XAInfor XA
UserUser
CustomizeCustomizeXMLXMLHTMLHTML
ERPERPBackboneBackbone
Other SystemOther SystemXMLXML
Other system– Financial, CRM,
shop floor, CAD…
Includes edits, calculated fields, business rules
Honors security
Download/upload bulk data
Integrate with Desktop applications
Infor XAInfor XA
UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
CostsBudgetsForecastsPrices
Other SystemOther SystemXMLXML
Integrate with Desktop applications
QualityJDBCJDBC
Integrate other applications
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XA
UserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Single Single user user
interfaceinterface
Objects from QA’s system (SQL Server)
QualityJDBCJDBC
One platform for total integration
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XAUserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Single Single user user
interfaceinterface
Access QA data over the Access QA data over the InternetInternet
QualityJDBCJDBC
One platform for total integration
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XA
UserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Net-Link Customization
Single Single user user
interfaceinterface
Agenda
1. What is XA Release 7?2. What are the improvements?
3. Is Release 7 ready for You?4. How do I get there?5. Summary
Is Release 7 Ready for You?
R7 is implemented on a large scale in large companies– Polaris, hundreds of
users, multiple sites– Vestas, hundreds of
users, multiple sites, multiple countries
Is Release 7 Ready for You?
R7 is implemented on a large scale in mid-sized companies
“XA R7 is a tremendous tool for our business. Users are now able to access key information, without the need for specialized queries and reporting help from IT. The ability and ease of which our people can locate up-to-date data, and export to Excel is extremely valuable.” IT Manager, electronics manufacturer
“XA R7 has provided an integrated business solution for our company. Information flows seamlessly, and via PowerLink, users are able to quickly access real-time information to make business decisions and respond to issues quickly. It has enabled an improvement of our business processes, and is the backbone of running our business.” VP Finance, industrial equipment manufacturer
Is Release 7 Ready for You?
R7 is implemented on a large scale in mid-sized companies
“Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R7. Once you move to this toolset, you would never want to function without it.” Production Control Manager, Ind Equipment Manufacturer
“ The workbench capability in XA R7 allows us to analyze material and purchase requirements exactly how we want to see them. This type of analysis previously required sometimes hours of digging, but is now easily seen on one screen – without having to go to multiple places in the system!” Materials Manager, Ind Equip Mfr
“We were sold by the ease with which you can customize the PowerLink user interface. The ability to quickly and easily add custom data files with relationships to XA data, and have those files immediately available in the PowerLink interface is extremely powerful” IT manager, Wire manufacturer
Agenda
1. What is XA Release 7?2. What are the improvements? 3. Is Release 7 ready for You?
4. How do I get there?5. Summary
How do I get there?
1. Define your vision2. Infrastructure Planning3. Implement the R7 Platform 4. Deploy the enhancements
QualityJDBCJDBC
Define your Vision
Departmental Departmental System System
(SQL Server)(SQL Server)
Infor XAInfor XA
UserUser UserUser
WSOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
Single Single user user
interfaceinterface
Infrastructure Planning
MMMM PMPM EPDMEPDM OBPMOBPMCSMCSM
R 7 Java
IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink
R 7 Green Screen
Infrastructure Planning
1. Performance Planning • Determine Server Requirements
• R7 performance has been tuned• Offload to PC servers• Network Considerations• Client Considerations
• Your affiliate and Infor can help
2. Technical Education• R7 Infrastructure operations
Implement the R7 Platform
1. If Green Screen only, similar to previous migrations
• Minimal application changes• Evaluate impact to custom programs
2. With Java applications• Link Manager Configuration• Client Deployment
Deploy the Enhancements
1. Existing ‘Browser’ User• Basic Training on enhancements
2. New Java User/s• Potential for significant process
improvement• Consulting assistance to develop
streamlined processes supported by new tools
3. Project for significant deployment
Summary-Why go to XA 7?
1. My Infrastructure is now ‘nimble’2. My ‘Enterprise’ is now connected 3. Information is now available4. My processes are more
streamlined5. My users are more productive6. Roadblocks (quality,
performance) have been removed
Questions or Questions or comments?comments?
Thank you!!Thank you!!