refresh, v.10, july 2, 2010 copyright © 2010 infor. all rights reserved. a new look masterpiece 18...

Copyright © 2010 Infor. All rights reserved.

A NEW LOOK MASTERPIECE

18th August 2010

Presented By: Tom Fox, Business Development Manager

Infor Overview

Inforum Information

SDK Background - NTG Shared Services

• Department of Corporate and Information Services• Financial Services Provided• Processing Volumes

Masterpiece Wizards• Overview

Applications Operating Environment Examples of Use, including benefits

Questions

Session Outline

Additional Logos and Products

A+

SX.enterpriseMasterpiece

Adage

VisionSunSystems

Runtime

MPC

Optiva

3 Copyright © 2010 Infor. All rights reserved.

Infinium

Global Customer Focus… Financial Strength

2,000new customers last year(approximately)

Best-in-classrenewal rate

93%116offices in 34 countries

employees

8,000+revenue

$2.0B(EST)


70,000customers

Top 25 Most Influential Technology Vendors for 2009

1. Microsoft 2. IBM 3. Oracle Corp.4. Hewlett Packard 5. SAP6. Dell Inc.7. Cisco Systems8. Salesforce.com9. Google10. EMC11. Sun Microsystems12. Apple13. Infor14. Sage15. Siemens16. RIM17. Adobe18. AT&T19. Intel20. Lenovo21. Accenture22. TATA Consultancy23. Lawson24. Motorola25. ADP

1. Microsoft 2. IBM 3. Oracle Corp.4. Hewlett Packard 5. SAP6. Dell Inc.7. Cisco Systems8. Salesforce.com9. Google10. EMC11. Sun Microsystems12. Apple13. Infor14. Sage15. Siemens16. RIM17. Adobe18. AT&T19. Intel20. Lenovo21. Accenture22. TATA Consultancy23. Lawson24. Motorola25. ADP


Solutions For Your Business, Division or Department

EnterpriseResourcePlanning

(ERP)Financial

Management (FM)

Enterprise Asset Management

(EAM)

Product Lifecycle Management

(PLM)

Supply Chain Management

(SCM)

Human Capital Management

(HCM)

CustomerRelationship Management

(CRM)

Performance Management

(PM)

ExpenseManagement

(XM)

Workforce Management

(WFM)

Copyright © 2010 Infor. All rights reserved. 6

7

Financial Management Solution Stack

DEM MDM On-Ramp Registry Reporting SecurityResource Mgmt

Infor Open SOA Framework

ReportingMyDayInforDecisions

OfficePlus

InforPerformanceManagement

EventManagement

xse Management

Workflow

Education Performance Accelerator Kit

CustomerManagement

Strategy Management

OLAP Analysis

Planning/Budgeting Forecasting Financial

Consolidation

Ad Hoc Query & Analysis Tool

Enterprise Asset Management

Financial Management - Masterpiece

AP AR FA

LD FD JC IC

GL

Infor Open SOA Framework

Banklink SDK FormTrap

PO

AD

Smartlink

MS

CS

Faster Implementation

Fast Start Quicker time to value

Business Editions Easier, template-based solutions based on best practices

One Point™ Methodology Proven process built by domain experts

Center of Excellence Custom application development, migration services


Why Infor?

Better solutions and more choice We know your business Quicker time to value We work where you do Non-disruptive innovation


“More Options. Better Choice. Lower cost of ownership from one trusted partner.”“More Options. Better Choice. Lower cost of ownership from one trusted partner.”

INFORUM UPDATE

Tom Fox


INFORUM MELBOURNE 5th & 6th October

What is Inforum? “Inforum Melbourne 2010 is about advancing business by getting customers more from their Infor investment. Customers will see the latest practices and business strategies. Explore onsite exhibits from our partners. Learn new deployment options and get more from maintenance investment while simultaneously spending time with our Infor community.”

This is the most important event on the Infor calendar Being held at the Grand Hyatt Melbourne So far 1 email sent, hard copy invitations posted,

second email 18th August

11

Tracks for Inforum

We have 8 tracks for Inforum:

12

INFORUM MELBOURNE 5th & 6th October

Check out www.infor.com.au/inforum2010 The agenda is being updated weekly – the most up-to-date

spreadsheet is on the site. Attendance registration and accommodation bookings can

also be made on the site

REGISTER TODAY

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1-2-3 ENHANCEMENT PROGRAM

Tom Fox


1-2-3 Enhancement Program


Why a 1-2-3 Enhancement Program?Many customers tell us that their applications are very stable - there are few disruptions and late night calls - they would like to keep it that way

• However, there is a need by all customers for ongoing product enhancement

• Every system has room for improvement

• The user has flexibility to select which new features and enhancements as required

• 1-2-3 Enhancement Program, offered through Infor365, provides an alternative method to prioritise the development of product enhancement


How does the 1-2-3 program work?The 1-2-3 Enhancement Program offers the client world-class support in new and innovative ways. Here's how it works:

1.Sign up for the enhancements that are the most valuable to your organization on Infor365

2.Based on the number of customers that have signed up for individual enhancements as well as other factors, we determine which enhancements provide the most value to the 1-2-3 program

3.We will regularly publish which enhancements we are working on as part of the 1-2-3 program

4.Once an enhancement is completed, you will be notified via email, and then you can either download the specific individual enhancement or find details on the next scheduled release

1-2-3 Enhancement Program

Thank You!

Now, how can we help make your business

better?


Copyright © 2010 Infor. All rights reserved.

A NEW LOOK MASTERPIECE USING SDK

18th August 2010

Presented By: Tom Fox, Business Development Manager

Acknowledgement to: Colin Huggett, AMS

DCIS was established in 1998/99 to provide Shared Services to the NT Public Service.

Drivers were:

•Reduction in back office expenses

•Agencies competing for the same resources

•NTPS already had centralised HR and Finance systems and IT infrastructure

•Additional $$ for Nurses, Teachers and Police

Background - NTG Shared Services

Financial Services Provided

• Purchasing

• Accounts Payable

• Accounts Receivable

• Asset Accounting

• General Ledger

• Financial Reporting


Processing Volumes

Accounts Payable

• 72 staff, 30,000 invoices per month

Accounts Receivable

• 24 staff, 2,500 invoices and 6,300 payments per month

Asset Accounting

• 14 staff, 84,000 assets, 435 disposals per month


Masterpiece Wizards

• What are they?

• What are they being used for?

• Wizard Technical Infrastructure

• Examples of use

• Benefits of using Wizards rather than standard Masterpiece user interface

What are the Wizards ?

• Customised user front end for Masterpiece application

• Windows Forms applications

• Built on the Microsoft .net framework

• Use Infor’s Masterpiece SDK

• Deployed on a web server

• Do not directly process transactions

• Allow integration with non-Masterpiece data i.e. Masterpiece data warehouse

Wizard Applications

Accounts Payable

• Vendor Enquiry

• Voucher Enquiry

• APPO Payment Processing

Purchase Order

• PO Maintenance

Accounts Receivable

• Invoice Requisitioning

• Receipts Processing System

Fixed Assets

• Maintenance, Costing & Retirement

Ledger Transfer Facility

Wizard Technical Infrastructure

NTG Mainframe

Masterpiece Application Server

Wizard / SDK

Client PC Database Host

SQL Server

MP Web Server

MP Web

Application

Upload

Drives

Panels

The Wizards are web-based and can only be viewed through an Internet browser.

Accessing the Wizards

Sign On

Enter your mainframe User ID

Enter your mainframe Password

Complete Organisation (refer note)

Change Business Date (if required)

Enter the profile you want to use

(Wizards will use your default profile if left blank)

Click or press [ENTER]

NOTE: If an organisation and profile are not entered the Wizard will default to your default organisation and profile as defined in MP

Wizard Sign On

Vendor Details Panel

The first screen to appear after logging into the AP Wizard is the ‘Vendor Details’ screen.

This screen enables the user to enquire on vendor records using a variety of different search criteria.

AP Vendor Details

MP Screens Replaced

AP131

AP135

AP145

Enquiry details panel

Enquiries can be performed on Voucher or Payment information.

Click Enquiry and choose the desired enquiry.

AP Enquiry

The Voucher inquiry screens is made up of six panels which relate to specific masterpiece web panels.

The first, fourth and sixth boxes extract information from the AP321 to AP324 panels.

The second panel extracts Vendor information from the AP131 screen.

The third panel extracts information from AP301A, which feeds from the first panel.

The fifth panel extracts information from the AP651 panel.

AP Voucher Enquiry

1 Search Criteria

2 Vendor

Information

3 Voucher Information

4 Search Results

5 Payment Details

6 Distribution Information

MP Screens ReplacedAP 321, 322, 323 or 324

AP 301

AP 131

AP 651AP 510

AP Wizard Tax Compliancy Screen

The ability to check for tax compliancy is not available in MP

AP Wizard Invoice Details Screen

The due date is automatically calculated as 25 days from the Invoice Date when 30 days Payment Terms is selected.

Benefits of the AP Wizard

• User friendly and easy to learn for new users

• Displays all information regarding Vendor, Voucher and Payment details on one screen

• Built in Tax Compliancy check for invoices when processing payments

• Automatic calculation of payment due date to meet the 30 day NTG Payment Policy

• Integrated user guide and help system

AP Vendor Wizard

Vendor Creation and Maintenance Allows for Vendor Searching by Name as well as by ABN and BSB/Account Numbers

MP Screens Replaced

AP131

AP135

AP145

AP140

AP132

Benefits of the AP Vendor Wizard


• Displays all information regarding Vendor, Voucher and Payment details on one screen

• Built in Tax Compliancy check for invoices when processing payments

• Automatic calculation of payment due date to meet the 30 day NTG Payment Policy


• User friendly and easy to learn for new users• Additional ability to search for Vendors by ABN or BSB

and Bank Account numbers. • Vendor records can be created and maintained all on

one screen• Only the fields that require data to be entered are

displayed on screen• The wizard forces newly created Vendor records to be

checked by a second operator before activation to ensure accuracy of data input.


Purchase Order WizardPurchase Order Creation and Maintenance

Allows for entry and/or maintenance of all Purchase Order types

MP Screens Replaced

PO401

PO402

PO414A

PO414C

PO433

PO402

Benefits of the PO Wizard


• Search for Vendor by using either Vendor ID, Full Name or Australian Business Number (ABN).

• Comprehensive Help System and User Guide available through a drop down help menu.

• Two panels for PO Header and Lines replace 13 Green-screens

• Microsoft Word Templates and Windows print functionality to print Purchase Order forms.

• One drop down menu to perform all PO Status maintenance.

• Business rules can be added e.g. Users must use a valid contract number from the dropdown list which is updated regularly.

AR Invoice Requisition Wizard

Invoice header information including Customer ID, Description and Invoice Amount clearly displayed

• Most of the fields on this screen post to AR411E and F screens

• Special instructions post to Line 0 on AR411G Panel

• Total and Tax amounts are calculated by the wizard

• The second description line, arranged as it appears on the invoice, posts to AR525F

• This line total is a sum of all invoice lines, GST Inc

• The line total must equal the Invoice Amount (from the Invoice Amount on the header) before the wizard will let the user continue

AR Invoice Requisition Wizard

This AR Wizard screen replaces...Panels AR411E, AR411F and AR411G at the same time!

Benefits of the AR Wizard

• User-friendly and easy to learn for new users

• The fields are laid out similar to the layout of the invoice

• Wizard includes a Preview option which launches MS Word so users can see how their invoice will be formatted when sent to customer

• As with the Green-screens, the AR Wizard calculates Tax and Total line/invoice amounts

• Displays all information about the invoice line in one panel, rather than separated over three panels

• Added Functionality: Users can attach electronic supporting documentation to the invoice, and the NTG AR group will send this attachment to the client with the invoice

Ledger Transfer Facility Wizard

The LTF Wizard allows two internal agencies to issue and pay invoices in one system, and auto generates the journals required to effect the Ledger Transfer.

• Vendor and Customer names/details all clearly displayed

• Four-stage approval process – 2 steps on each side of the transaction.

• Supporting/source documentation can be added to the invoice as an attachment

• Total and Tax amounts are calculated by the wizard

• Layout and functionality is very similar to the AR Wizard which users were already familiar with

MP Screens Replaced

This LTF Wizard screen replaces... GL320/1/2

Previously the Ledger Transfer process was

•Manually intensive.

•Initiated from expenditure request.

•LTF form is faxed, emailed or sent internal-mail between agencies.

•After approval from both sides, sent to DCIS for processing.

•Both journals posted days after initial request.

•No item tracking - forms misplaced.

•No reports.

Benefits of the LTF Wizard

• User-friendly and easy to learn for new users

• Invoice information all available in one screen

• Initiated from receivables request

• Electronic/online invoice so no paper invoice required – however does include the option to print out the invoice.

• Wizard includes a Preview option so users can see how their data will be formatted when sent to customer/client

• Tracking and Workflow built into the system to prevent unpaid/old invoices building up

• Journals posted on day of approval

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Q & ACan SDK streamline processing & compliancy within SSSA?

Other Questions?

refresh, v.10, july 2, 2010 copyright © 2010 infor. all rights reserved. a new look masterpiece 18...

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