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Page 1: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

1Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Sapphire LIVE! Infor SunSystems

Page 2: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

2Copyright © 2016. Infor. All Rights Reserved. www.infor.com

SunSystems Product Management Team

Tariq Hawa - Product ManagerOver 16 years in the Software industry - 13 of which were with Infor serving in

various roles around Infor BI (Q&A - Vision) and SunSystems.

SunSystems Product Management and Development are based in the UK (Farnborough)

Tim Truesdale - Director, Product Management20+ years experience with SunSystems serving in a variety of roles, from

Consulting Services in Australia and then moving into Development, Product

Marketing and now Product Management.

Page 3: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

3Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Infor at a glance90,000 Infor customers

15,000+ employees

41 offices around the world

Customers in 170 countries

$2 billion investment in productdesign and development overthe past five years

Global headquarters—New York City

Page 4: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

4Copyright © 2016. Infor. All Rights Reserved. www.infor.com

• Biggest Partner for Infor SunSystems

• Quality Service for SunSystems

• Close relationship with Product Management

• Investment in Product and Cloud

• Current on Infor Technology Stack

• Global Presence

Infor & Sapphire

Page 5: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

5Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Who is building SunSystems

Infor Scholars

Infor OS

Localization

SunSystems Development

Hook & Loop

Infor Security Office

A global effort

Page 6: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

6Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Infor SunSystems 6

Page 7: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

7Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New Functions• Extended Analysis

• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger

Analysis Dimension• For example you can define analysis codes based on locations and

location details. • Standard Extension fields are linked to existing Analysis Dimensions

• E.g. Customer to the Project Ledger Analysis dimension• Custom Extension fields are user definable - text, lookup, date/time, numeric

• Property management (lease start/end dates, square metres, landlord (supplier))

Page 8: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

8Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New Functions• Currency Rate Types

• You can define different period and daily rates using the same currency conversion pairs within the same period for different purposes.

• You can use currency rate types where separate sets of exchange rates for various financial and reporting purposes are required.

Page 9: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

9Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New Functions• Enterprise Data Management – (EDM)

• Dependent on an ION Process allows key master data to be propagated to nominated subsidiary Business Units.

• Example Customers, Suppliers, Items, Currency Rates etc. may all be entered once and copied automatically to other Business Units by newly defined SunSystems Business Object Documents (BODs).

• Business Unit Administration • An easy to use console for managing all Business Units and Business

Unit Groups within a SunSystems installation. • Create, Copy, Synchronize, Take Offline/Put Online.

Page 10: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

10Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New Capabilities• Unicode

• A single SQL Server database instance can now store values from multiple character sets inside one database

• SunSystems can now reflect more languages in one database.

• Dynamic Form Compile • Reduce administrative tasks ensuring that users are always working with the most

up to date version of the user interface.

Replace batch Form Compiler and Filter DD Regeneration with an On Demand compilation of forms and generation of filters.

Page 11: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

11Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New Functions• Withholding Tax

• Automatic calculation of Withholding Taxes for payment and invoice posting• Now built into standard SunSystems V6• Every country, region, province may have different WT regulations, Withholding Tax

is a very flexible (tax) calculation engine where the end user sets various conditions, thresholds & filters.

SunSystems Requisitioning • Built within SunSystems with no additional Technology Layer• To enable you to raise requisitions for purchases• Automation of the procure to pay process• Role Based – Requisitioner, Approver and Buyer

Page 12: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

12Copyright © 2016. Infor. All Rights Reserved. www.infor.com

New FunctionsStatic data on-boarding• Status settings are applied to Accounts, Assets, Customers and Suppliers

• Currently new static data records are set to open• New status introduced of “Draft”• 6.3 allows for reference data to be automatically created as draft

• SunSystems Online Help• Help for SunSystems now moves to the cloud available at Docs.infor.com and

supports the same rich help as previous versions, but is now accessible from anywhere. The online help will benefit from more frequent updates and stronger searching capabilities.

Page 13: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

13Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Infrastructure Improvements• SQL Server: 2016 & 2017, Clustering, Linked Server, Always On

• Window Server: 2016 (Patch Set 4)

• Simplified Load Balancing Implementations

• Status health monitoring

• Installation: Simplified Languages - streamlined installer.

• Providing robust hosting opportunities.

Page 14: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

14Copyright © 2016. Infor. All Rights Reserved. www.infor.com 14Infor Confidential Copyright © 2017. Infor. All Rights Reserved. www.infor.com

SunSystems Road Map

Page 15: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

15Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Full disclaimerThis presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Infor is not committing to develop or deliver any specified enhancement, upgrade, product, service or functionality, even if such is described herein. Many factors can affect Infor’s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor expressly disclaims any liability with respect to this presentation.

Page 16: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

16Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Beyond SunSystems 6.3• Continued focus on Cloud

• Complete Web• Multi-tenancy

• Deliver the Infor wide investment• User Experience• Technology Platform – Infor OS• BI - Birst• AI - Coleman

• Extend core accounting and business functions• Federated business units• Intercompany• Treasury• Local requirements - Making Tax Digital

Page 17: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

17Copyright © 2016. Infor. All Rights Reserved. www.infor.comThis information is subject to change at any time at the sole discretion of Infor and you should not rely on it for making any decisions.

2017 2018 2019 and Beyond

JAN –DEC JAN –JUN JUL –DEC

FEAT

UR

ES

Performance Enhancements SunSystems Requisitioning – phase 2Off-line archivingWeb Enablement of Transfer Designer (Phase 1)Web Enablement of BOMM

Privacy Requirements

Reconciliation & Matching enhancementsEnhanced payment and collections

Upgrade enablement and accelerators

Intercompany postings (6.4)Procurement EnhancementsWorking capital management

64 bit Conversion Security ScansCustomer / Supplier Portals Finance and Procurement Web portals

Privacy Requirements - enhancedInfor Replay – automated testing and process automation

GEO

LanguagesThai (6.3)Arabic (6.3)Vietnamese

LanguagesHindi

Languages LocalizationHungarian SpainBulgarian UK - Making Tax DigitalGreek

Languages Localization

TEC

H &

CLO

UD

INTEGRATIONS:MT Xi Stack

TECH STACK:Windows Server 2016MS SQL Server 2016 Performance EnhancementsISO Security Testing

INTEGRATIONS:Infor Treasury

TECH STACK:Cloud CertificationPerformance EnhancementsISO Security TestingMS SQL Server 2017Improved upgrade paths SunSystems 6.1 (PS23+)Support for TLS 1.2

INTEGRATIONS:EAMRule based ION Alerts & Notifications

TECH STACK :

IDM integration with OCR capability Enhanced ION Workflow

INTEGRATIONS:BIRST IntegrationHCMHMSCRM

TECH STACK:Java UpgradeOpen API AdoptionMT Cloud enablementOpen Stack PostgreSQL investigationColeman through ION API

USE

R E

XP Additional web enablement

- Transfer Desk Designers

- BOM Manager

Additional web enablement Finalize Web enablement (Designers)Grids – usability, improved Account Inquiry: filtering, sortingEnterprise Search

Infor SunSystems Roadmap Done90%Explore 75%50%Last updated 01st May 2018

Page 18: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

18Copyright © 2016. Infor. All Rights Reserved. www.infor.com 18Infor Confidential Copyright © 2017. Infor. All Rights Reserved. www.infor.com

Introducing SunSystems 6.4

Page 19: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

19Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Additional Procurement EnhancementsRequisition Enhancements

• Override over soft commitment checking

• Work Delegation

• Email notification configuration

• Show outstanding quantity for each contract

• Generate multiple orders at the same time for different suppliers

• Allow business rules to be fired on function Requisition Work Queue

Page 20: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

20Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Additional Procurement EnhancementsPurchase Order/Purchase Invoice Enhancements

• New Invoice Work Queues to list purchase transactions awaiting approval.

• Extending approval through ION Desk for line level business transactions, e.g. Purchase Order, Purchase Invoice.

• Improve Purchase Business approval to include more data into business modelling

• Improve the use of email notifications to include purchase modules

Page 21: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

21Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Inter Company PostingsPhase one

• Facility to generate intercompany company posting across Business Units in SunSystems.

• To carry out intercompany postings directly through Ledger Entry or Sales Order functions.

• Allowing the transferring of inventory from one company to another.

Page 22: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

22Copyright © 2016. Infor. All Rights Reserved. www.infor.com

64 Bit Support• Most platforms are now 64 bit

• Current versions of SunSystems are 32 bit

• Prevents taking advantage of additional scalability.

Moving to 64 bit

• Removes the maximum memory allocation of 3GB

• Providing a path to support Windows Nano Server

• Provide more addressable memory to cloud and on premise deployments.

Page 23: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

23Copyright © 2016. Infor. All Rights Reserved. www.infor.com

SunSystems Release InformationSunSystems 4

•Current version = 4.4.2 Patch Set 12•Next Patch set 13 due 29th June• Patches available from Infor Extreme - KB 1691561

SunSystems 6.3• Current version = 6.3 Patch Set 14 - 01 Jun 2018 • Next Patch set 15 - planned 3rd July• Patches available from Infor Extreme - KB 1688176

Page 24: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

24Copyright © 2016. Infor. All Rights Reserved. www.infor.com 24Copyright © 2017. Infor. All Rights Reserved. www.infor.comInfor Confidential

Investment in Technology

Page 25: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

25Copyright © 2016. Infor. All Rights Reserved. www.infor.com 25Infor Confidential

Infor Operating Services

Collaboration Process integration

Security API gatewayExtensibility Documentsin-Memory Digital Compliancy

HomepagesApp BuilderMongoose

Infor Ming.le

InforFederation Services

InforION

InforION API

Infor d/EPM

Platform

InforDocument

Mgt.Infor

Local.lyInfor SoHo

UX

Page 26: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

26Copyright © 2016. Infor. All Rights Reserved. www.infor.com

SunSystems 6.3 & Infor Xi

AnalyticalCollaboration Integration

Page 27: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

27Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Delegate Tasks

Page 28: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

28Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Task Assignment

Page 29: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

29Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Tasks Details with Drillback capabilities

Page 30: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

30Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 31: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

31Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 32: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

32Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 33: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

33Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 34: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

34Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 35: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

35Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Infor API adoption for Infor OS • Enabling SunSystems to connect with Coleman AI

• Providing Chat based Queries, Processing and Inquiries

• Coleman Run Ledger Import

• Coleman What’s the balance for account AB12300

• Coleman drill down to Journal Number 120

• Enriching Data Capture, items like Accounts and Analysis can be captured, placed

in an object and posted to SunSystems.

• Ability for simple customer applications Mongoose framework using exposed API’s

Page 36: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

36Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Query & Analysis

Page 37: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

37Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Road Map• 2014 - Merger of Q&A and BI development teams

• June 2018 – New Focused Roadmap for SunSystems

• Focus to deliver Q&A 11 – Single Tenant

• Future Q&A 12 as the Multi Tenant.

Page 38: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

38Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Product Expectation

Maintenance New Base Line MT Cloud

Q&A 10 Q&A 11 Q&A 12

Page 39: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

39Copyright © 2016. Infor. All Rights Reserved. www.infor.com

The reason for Q&A 11• Uses latest technologies Developed using 64 bit

Technologies

• Support for Cloud deployments (DataLink Service)

• Web Service enabled

• Multi-tenant – Single Instance to Multiple Customers

• Client/Server architecture

• Latest Windows OS & Office Support

Page 40: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

40Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Which one for SunSystems

Q&A 11 BirstQ&A 10

Page 41: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

41Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 42: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

42Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 43: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

43Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Page 44: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

44Copyright © 2016. Infor. All Rights Reserved. www.infor.com

Thank you!

Page 45: Sapphire LIVE! Infor SunSystems...• Extend the analysis capabilities of the core Financials software. • Create additional Standard or Custom Extension fields per Ledger Analysis

45Copyright © 2016. Infor. All Rights Reserved. www.infor.com