session 1 - xa r7 -an executive perspective

8/8/2019 Session 1 - XA R7 -An Executive Perspective

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Infor XA Release 7

An Executive Perspective

Deborah VermillionDeborah Vermillion

VP Consulting ServicesVP Consulting Services

[email protected]@cistech.net


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Deborah Vermillion

Professional Experience

MBA, CPIM, CIRM

IT Development Manager, ERP ProjectManager

20 Years XA Experience

MAPICS Experience

20 Years implementation and projectmanagement experience

Certifications in EPDM, Production,Procurement, Inventory, Cost Accounting

My background started in ITdevelopment of custom

accounting, inventory and salessystem. I have been doingMAPICS/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 andLarge Capital Equipment.


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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


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What is XA Release 7?

Java Architecture InfrastructureNETWORK

server

iSeries

Application

Server

Web

ServerCustom

Definition

Server

Database

DB2/400HTML

Server

XML

ServerIexplore.exe

iSeries

ApplicationServer

DatabaseDB2/400

Legacy Architecture


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Java Architecture InfrastructureNETWORK

Ie

l

re.e

e

DataBase

Web


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One platform for total enterprise integration

QualityJDBCJDBC

Custom SystemCustom System(SQL Server)(SQL Server)

Infor XAInfor XAUserUser UserUser

CustomizeCustomize

XMLXMLHTMLHTMLWSWS

Other SystemOther SystemXMLXML

ThinThinClientClient

WebWebSiteSite

W

SOfficeOffice

ExcelExcel



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Java Architecture ser Interface


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Powerful Functional Enhancements

..now and in the future


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Powerful Functional Enhancements

..now and in the future


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New Applications

Lean Execution and Planning (LEAP)

Integrates Lean execution with MOs or REPschedules

Infor Supply Web

Electronic Supplier Communications

Infor Enterprise Asset Management

Leverage Infors Solution Library


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Agenda

1. What is XA Release 7?2. What are the improvements?


4. How do I get there?

5. Summary


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Implement at your own pace

Release 6 Green Screen

MMMMPMPMEPDMEPDMOBPMOBPMCSMCSM

R 6 Browser Smalltalk

IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink

Release 7 Green Screen

R 7 Browser Java


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What are the improvements?

1. Easy Access to Information improvesdecision making

2. Improved Application Functionality

3. Tailor XA to meet your specific needs4. Connectivity and collaboration beyond

your walls


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Quick change

Graph cards

Compound cards

Presentation schemes

Subset tip textCascading subsets

Power expand

RL & e-Mail buttons

Attachment count

Column statistics

ser definition favorites

Express customization

Logical field tip text

Change templates

Code files deleteAuto logoff

Auto key generation

Open action

Workspaces

Easy Access to Information


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Highlight Exception Items


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Graph data on a card

Pie charts, bar charts, stacked

bar

Multiple fields, multiple recordsDrill down to supporting data

Customize subsets, sorts, max number

Graph Cards


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Compound Cards


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Column Totals and Statistics


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Quick Change


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All Available over the Internet


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PO P012345 for$11,283.19

needs approval

Proactive Notification with Alerts


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2. Improved Application Functionality

R7 Essentials is the platform forenhancing core applications (EPDM,PM, IFM, etc)

R7 is the platform for integration to InforExtensions


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Cost Simulation Object


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Results at total item level

and by cost element

and by summary.

Cost Simulation Object


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Cost elements

Summary costs

Costed Indented Bill of Material


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Purchase Requests

New object on mainbrowser

Ties together requisitions

Like a header

Handle requisitions as agroup

Makes entering and

tracking requisitionseasier

Purchase RequestBuyer: John Doe

Whs: Atlanta

REQ

1 123A 10 Apr1

ITEM QTY DATE

2 2546 44 Apr83 5938 48 Apr 84 2019 14 Apr15 3876 87 Apr 6

Priority: 1

Contract: 123


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Purchase Requests

From the requisitions

Overall status

All/Some/None

All/Some/None


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Purchase Requests


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Requisitions

Purchase Request items are requisitions


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Benefits

Purchase Request is for the requisitioner,not the buyer

No change to buyers process

Manage and track requisitions as a group

For order, job, contract

Quick glance shows status

Drill-down to see more


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PO Variance

Comparison cards

Define Standard


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PO Variance


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R7.8 Expanded Process Functionality

Customer 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


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New End Order

CSM

Reports

Better HoldManagement


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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 PDFdocuments.


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R7.8 Expanded Process FunctionalityEnterprise Product Data Management(non-EPDMenvironments 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/SocialSecurity # has its own security and pre-set security for separationof 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.

MOs can be generated automatically from configured customerorders.


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Materials Management

New inventory transactions (IS, RC, TW, SA)

Receiving now has receipt by shipping notice, shipmentcontainers 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 Locationobject 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


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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, andthe

related generated

Interwarehouse Issue (IW) andInterwarehouse Receipt (RW).

(Renamed but same designator.Note Reverse action.)


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SHIPPING F NCTIONALITY


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IFM

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 andinternational bank ID codes.


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Add/maintain

vendors withIFM

Add/maintain

customers with IFM


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New IFM Summaries


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Order-Based Production Management

Application setting controls how users are notified whenchanging MO quantities with discrete allocations.

Net-Link

Supports multiple internet browsers

Environment Management

Includes Product pdate feature to analyze and applyPTFs, PCMs and migrations from R6 to R7.


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Integrator

Imports and exports user code within user exits. Publish and subscribe supports notification subsets,

including all fields on regular subsets.

The ser Definition and ser 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.


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Link 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

se of System i SQL query engine


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IFM Functions in process

Phase 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


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Lean Execution and Planning


includes: Kanban setup and management

Electronic production/rate boards

Backflushing with or without an M.O.

Kanban integration with XAs shop floor tools

drag and drop M.O. / Kanban scheduling

and much more.


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InforInforApp 2App 2POPO

Infor ERPInfor ERP

Infor Integration-Enterprise Software Bus

Enable functionsEnable functions onceonce to interact with the busto interact with the bus

May now interact with any other application enabledMay now interact with any other application enabledfor the busfor the bus

Let App 1 = SupplyWEBLet App 1 = SupplyWEB

Let App 2 = EAMLet App 2 = EAM

Both can use POs in the ERP systemBoth can use POs in the ERP system

ESB

InforInforApp 1App 1POPO

SW EAM InforInforApp 3App 3XAXA POPO ASNASN


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SupplyWEB: Electronic Comm w/Suppliers

Multiple Procurement

Methodologies:Scheduled Releases

Ship Schedules

Discrete Purchases

One Way eKanban PullSignals

Supplier ManagedInventory (SMI)

W ld Cl E t i A t M t


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Asset - EquipmentWork Management

Materials Management

Purchasing Management

Administration Management

Reporting

World Class Enterprise Asset Management

W ld Cl E t i A t M t


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Easy to use Pre-set configurations Simplified Installation

Pre-define KPI/Inboxs

Low database and servercosts

Simplified ser setup

ser defined Hyperlinks for

fast data entry Financial Integration to XA

included

World Class Enterprise Asset Management

3 T il XA t t ifi d


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3. Tailor XA to meet your specific needs

3 T il XA t t ifi d


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Purchased Manufactured

3. Tailor XA to meet your specific needs

Develop Applications


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Develop Applications

R l T !


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Release Transparency!

This is a big deal!

You plan to be with your ERP system for along time

A 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


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4. Connectivity and Collaboration

4 Connectivity and Collaboration


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Link business processes outside your 4 walls

Integrate multiple systems

Integrate multiple platforms

Leverage desktop applications

4. Connectivity and Collaboration

S b t bj t


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Secure web access to your objects

Infor XAInfor XA

serser

CustomizeCustomizeHTMLHTML

Custombusinessprocesses

Create objectsand deployover theweb



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Create and deploy objects on the webCreate and deploy objects on the web in minutesin minutes Navigation, customization, attachmentsall automaticNavigation, customization, attachmentsall automatic

Note: Enterprise Integrator is required for NetNote: Enterprise Integrator is required for Net--Link toLink tosee new or changed objects.see new or changed objects.


Integrate XA with your web page


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Infor XAInfor XA

serser

CustomizeCustomizeXMLXMLHTMLHTML

Web pages talkXML natively

Create webpages that talkXML to yourERP system



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Integrate with other systems


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Integrate with other systems

Infor XAInfor XA

serser

CustomizeCustomizeXMLXMLHTMLHTML

ERPERPBackboneBackbone


Other system

Financial, CRM, shopfloor, CAD

Includes edits,calculated fields,business rules

Honors security

Download/upload bulk data


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Download/upload bulk data

Integrate with Desktop applications


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Infor XAInfor XA

serser

W

SOfficeOffice

CustomizeCustomizeXMLXMLHTMLHTMLWSWS

Costs

BudgetsForecasts

Prices




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Integrate other applications


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QualityJDBCJDBC

Integrate other applications

Departmental SystemDepartmental System(SQL Server)(SQL Server)

Infor XAInfor XA

serser serser

W

SOfficeOffice



SingleSingle

useruserinterfaceinterface

Objects from QAs system (SQL Server)


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Objects from QA s system (SQL Server)

One platform for total integration


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QualityJDBCJDBC



Infor XAInfor XA

serser serser

W

SOfficeOffice


Ot er SystemOt er SystemXMLXML

SingleSingle



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Access QA data over the InternetAccess QA data over the Internet



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QualityJDBCJDBC



Infor XAInfor XA

serser serser

W

SOfficeOffice



et

Lin

Customization

SingleSingle


Agenda


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Agenda

1. What is XA Release 7?

2. What are the improvements?


4. How do I get there?5. Summary

Is Release 7 Ready for You?


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R7 is implementedon a large scale inlarge companies

Polaris, hundreds ofusers, multiple sites

Vestas, hundreds ofusers, multiple sites,multiple countries



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R7 is implemented on a large scale in

mid-sized companies

XA R7 is a tremendous tool for our business. sers are now able to access keyinformation, without the need for specialized queries and reporting help from IT. Theability 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. Informationflows seamlessly, and via PowerLink, users are able to quickly access real-timeinformation to make business decisions and respond to issues quickly. It has enabled

an improvement of our business processes, and is the backbone of running ourbusiness. VP Finance, industrial equipment manufacturer



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R7 is implemented on a large scale in

mid-sized companiesFinding vital production information, such as customer order and manufacturing orderstatus, is five times faster with XA R7. Once you move to this toolset, you would neverwant to function without it. Production Control Manager, Ind Equipment Manufacturer

The workbench capability in XA R7 allows us to analyze material and purchaserequirements exactly how we want to see them. This type of analysis previouslyrequired sometimes hours of digging, but is now easily seen on one screen withouthaving 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, andhave those files immediately available in the PowerLink interface is extremely powerfulIT manager, Wire manufacturer

Agenda


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Agenda

1. What is XA Release 7?

2. What are the improvements?


4. How do I get there?5. Summary

How do I get there?


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How do I get there?

1. Define your vision

2. Infrastructure Planning

3. Implement the R7 Platform

4. Deploy the enhancements

Define your Vision


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QualityJDBCJDBC

Define your Vision


Infor XAInfor XA

serser serser

W

SOfficeOffice



SingleSingle


Infrastructure Planning


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MMMMPMPMEPDMEPDMOBPMOBPMCSMCSM

R 7 Java

IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink

R 7 Green Screen



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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


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Implement the R7 Platform

1. If Green Screen only, similar toprevious migrations

Minimal application changes

Evaluate impact to custom programs

2. With Java applications Link Manager Configuration

Client Deployment

Deploy the Enhancements


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Deploy the Enhancements

1. Existing Browser ser Basic Training on enhancements

2. New Java ser/s Potential for significant process

improvement

Consulting assistance to developstreamlined processes supported by new

tools3. Project for significant deployment

Summary-Why go to XA 7?


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Summary Why go to XA 7?

1. My Infrastructure is now nimble

2. My Enterprise is now connected

3. Information is now available

4. My processes are more streamlined5. My users are more productive

6. Roadblocks (quality, performance)

have been removed


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Questions orQuestions orcomments?comments?

Thank you!!Thank you!!

session 1 - xa r7 -an executive perspective

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