Infor VISUAL Enterprise

www.infor.com

FUNCTIONAL OVERVIEW

TABLE OF CONTENTS

INTRODUCTION 2

CORE MODULES

Manufacturing Window® 3

Cost Accounting 4

Quoting and Estimating 5

Order Management 6

Price Book 6

Customer Order Entry & Invoicing 7

Contact Center 8

Purchasing 9

Concurrent Scheduling 10

Master Scheduling & MRP 11

Shop Floor Control 12

Executive Information System 13

Inventory Control 14

Interbranch Transfers 15

Dimensional Inventory Tracking 16

Engineering Change Notice (ECN) 17

Common Sense Throughput™ for CEOs 18

Workflow 19

Data Import Utility 20

Messages 21

Management Reporting 22

Return Material Authorization 23

Lot & Serial Traceability 24

OPTIONAL MODULES

Infor VISUAL Business Intelligence 25

Infor VISUAL eBusiness 26

Infor VISUAL Barcode 27

Material Barcoding 27

Labor Barcoding 28

Infor VISUAL Easy Lean 29

Statistical Sales Forecasting 30

Infor VISUAL DBR (Drum-Buffer-Rope) 31

Infor VISUAL Advanced Material 32

Planning

Infor VISUAL Electronic Data Interchange 33

Infor VISUAL Product Configurator 34

Infor VISUAL DesignLink 35

Infor VISUAL Equipment Maintenance 36

Infor VISUAL CRM 37

Sales 37

Help Desk 37

Field Service 38

Marketing 38

Remote Sync 38

Infor VISUAL Quality Management 39

Infor VISUAL DCMS 42

Radio Frequency-Based 42

Paper-Based 43

Infor VISUAL Financials 44

Infor VISUAL Global Financials 48

Infor VISUAL Human Resources 49

Infor VISUAL Payroll 50

Payroll Tax Tables 50

Infor VISUAL Time & Attendance 51

Infor VISUAL Instructor 52

Infor VISUAL Mobile 53

Infor VISUAL Project 54

Infor VISUAL Enterprise™ Functional Overview

Infor presents, Infor VISUAL Enterprise,

the comprehensive software solution that

addresses your front office, back office,

manufacturing, engineering, distribution,

and business performance management

needs. Incorporating Enterprise Resource

Planning (ERP), Advanced Planning and

Scheduling (APS), Manufacturing

Execution System (MES), Customer

Relationship Management (CRM),

eBusiness, and Warehouse Management

System (WMS) capabilities, Infor VISUAL

Enterprise provides companies with an

integrated solution.

Infor VISUAL products appeal to

manufacturers and distributors with a

combination of affordability, functionality,

and ease-of-use. For manufacturers, Infor

VISUAL offers applications that support

production strategies including engineer-

to-order, make-to-order, assemble-to-order,

make-to-stock, and mixed mode manufac-

turing. For wholesale distributors,

manufacturer/distributors, and Third

Party Logistics (3PL) providers, our Infor

VISUAL product line also supports cus-

tomers that build diverse product configu-

rations, manage complex storage and pick-

ing, and require tools for value-added

services, such as kitting and light

warehouse assembly.

Infor is committed to providing exception-

al services to our customers. We offer per-

sonalized local support through our exten-

sive Partner network, which allows compa-

nies to effectively learn, implement, and

use their Infor VISUAL products. Infor

implementations are typically rapid and

cost-effective. This combination has

enticed thousands of businesses around

the world to purchase Infor VISUAL solu-

tions and achieve high returns on their

investments.

Infor VISUAL Enterprise’s innovative use

of Windows® GUI technology provides an

intuitive, full-color graphic interface and

point-and-click capabilities, which allow

companies to make decisions and act on

them immediately. Powerful client-server

and relational database technology facili-

tates easy access to crucial information.

Infor VISUAL’s built-in scalability allows

the system to grow with the success of

the organization. Applications within Infor

VISUAL Enterprise integrate to provide

enhanced, customized solutions for pro-

ductivity, customer management, engi-

neering and estimating, quality, finan-

cials, e-business, human resources, and

payroll. This total integration of function-

ality provides timely, accurate information

to everyone in the organization—from the

design engineer and the shop floor fore-

man to the controller and the payroll

manager.

Infor caters to English- and non-English-

speaking audiences. Infor VISUAL

Enterprise is available in several lan-

guages, including Chinese Traditional,

Chinese Simplified, Spanish, Portuguese,

German, Dutch, French, Italian, and

Introduction

INTRODUCTION

• Create, view, and modify engineering

plans using a graphical display with

point-and-click technology.

• Choose your view for the Bill of Material

and routings, either graphical or text,

single or multi-level, hierarchical, or

split-window. Or you can define up to

six custom views with color-coding

and size options.

• Display a costed Bill of Material

with estimated, actual, variance,

and projected costs.

• Perform “what-if” scheduling,

availability checks, and material

netting with the option to generate

purchase orders.

• Display a history by revision level

for the Bill of Material.

• Automatically create quotes and

work orders.

• Drill down to view labor and inventory

transactions without leaving the

Manufacturing Window.

The Manufacturing Window® is the master engineering and

production management tool within Infor VISUAL Enterprise.

The full-color, graphical interface allows you to create an engi-

neering plan or Bill of Material (BOM) quickly and easily, then

use the design to automatically create a quote and/or work

order. The display and reporting features of the Manufacturing

Window provide a comprehensive view of the materials and

operations involved in the engineering process.

The Manufacturing Window integrates seamlessly with the

material planning, purchasing, and scheduling tools within

Infor VISUAL Enterprise to provide the ultimate control over

inventory, costs, and resources. Comprehensive tracking tools

offer complete as-planned and as-built data from the highest

level of summarization to the lowest level of detail for each

individual transaction for accuracy in your cost roll-ups.

Manufacturing Window®

CORE MODULES

3

The Cost Accounting features within Infor VISUAL Enterprise

support both actual costing and standard costing, providing

you with the flexibility to choose the method that works best

for you. Infor VISUAL Enterprise captures costs as changes

occur, ensuring up-to-date and accurate costing. You can also

link purchases directly to existing work orders through the

Purchasing or Manufacturing module, earmarking costs

specific to the appropriate job.

Additionally, you can link work orders to specific customer

orders, which allows you to know the true margin earned for

each customer order. Infor VISUAL automatically charges work

order costs for customer orders to the Cost of Goods Sold upon

shipment to the customer.

Cost Accounting

• Automatically update stockroom and

WIP inventory records in real-time.

• Link POs to work orders to capture

costs for a job.

• Link work orders to customer orders to

measure true margins.

• Calculate actual costs for a one-time

or limited run production without

having to add part numbers.

• Directly charge jobs for expense

items not listed on a PO.

• Create and post manufacturing

journals to the General Ledger quickly

and easily.

CORE MODULES

4

the quote.

• Create, view, and modify quotes quickly

and easily using a graphical display and

point-and-click technology.

• Copy a quote from another quote, a

work order, or Bill of Material, then

make modifications as necessary.

• Separate markups for material,

services, labor, burden, and GSA.

• Choose your quote price source, either

engineering specification, quote, or

standard prices.

• Use a “what-if” analysis to verify the

availability of material and capacity in

order to determine an order’s delivery

date, then lock it into shop resources.

• Automatically print the proforma,

quote, quote log, and engineering

cost report.

• Automatically generate the vendor

RFQs (Request for Quote).

Infor VISUAL Enterprise’s Quoting and Estimating capabilities

allow you to create professional and comprehensive quotations,

determine realistic delivery dates based on material and resource

availability, and turn quotes into sales orders. You can create

quotes quickly and easily by copying from another quote, an

existing work order, or a Bill of Material, then modifying the new

quote to match the customer’s specifications. Infor VISUAL

Enterprise computes a cost estimate that includes material,

labor, burden, and outside services. When awarded a contract,

you can easily create both a sales order and a work order from

Quoting and Estimating

CORE MODULES

5

CORE MODULES

6

Order Management allows companies to manage a large volume

of customer orders and meet varied fulfillment objectives. The

application helps users manage customer order allocation and

new product deployment planning throughout the supply chain.

Order Management helps you achieve optimized fulfillment,

rapid order processing cycles, cost-effective sourcing of inven-

tory to customer orders, and increased revenue with capabilities

such as substitution, cross-selling items, and Value Added

Services.

• Save time processing orders with easy-to-use Windows

features and “Drag and Drop” capabilities.

• Improve customer support, order monitoring, and order

maintenance with access to detailed order status information.

• Confirm current inventory availability and future availability.

• Define primary and alternate warehouses for each customer.

• Track inventory easily.

• Reserve inventory for priority customers with future ship

dates.

Order Management

Price Book

Price Book is a flexible pricing and com-

missions tool. This module integrates

with the Order Management window and

other ERP pricing packages. The applica-

tion maintains its definitions in a sepa-

rate database from the ERP database,

with derivations available through an

open COM interface, allowing Price Book

to be a centralized pricing solution.

• Establish price breaks based on cost or

quantity (e.g., spend $100 and get a

20% discount, or buy two and get

20% off).

• Set up prices by customer, part,

market, commodity, or groups.

• Adjust prices “across the board” to

eliminate redundant adjustments.

• Use custom formulas to create any

combination of prices or discounts.

• Define commissions for sales staff.

CORE MODULES

7

Customer Order Entry & Invoicing

Infor VISUAL Enterprise’s Customer Order Entry & Invoicing fea-

tures allow you to access complete sales order information

instantly, while providing your customer service representatives

with online support to enter and track customer orders and cre-

ate invoices.

Infor VISUAL Enterprise is fully integrated from the point of

customer quotes through customer order entry, engineering,

production, costing, shipping, and customer service. This

allows customer service representatives to take action on cred-

it problems, reschedule requirements, and release orders in a

timely manner to meet required shipment dates. It also pro-

vides access to crucial data including general customer infor-

mation and credit status, order backlog, material and resource

availability, order acknowledgments, commissions, percentage

of completion, and shipping information. Comprehensive sales

analysis reports help decision-makers track everything from

customers to sales representatives.

Order Management continued...

• Generate customer orders from quotes

to automatically create order line item

details within firmed work orders.

• Access online information including

customer open order balance, open

receivable amounts, last payment

date, average payment days, last order

date, and total payments.

• Verify credit limits and aged receivables

when entering customer orders.

• Access information about customers

including, but not limited to, cus-

tomer-specific price lists, discounts by

part and customer, and online credit

checking, as well as customer-specific

part numbers, descriptions, and

drawing numbers.

• Calculate sales tax by order or by indi-

vidual line item.

• Specify sales commission splits with

variable percentages.

• Print pre-formatted sales acknowledg-

ments, sales orders, invoices, and ship-

ping labels, as well as comprehensive

sales analysis reports by product code,

customer, or sales representative.

• Create multiple delivery schedules and

shipping addresses, allowing quick

and easy entry of Blanket Orders for

customers.

• Fully support RMA (Return Material

Authorization) information for

customer orders.

• Find accounts and/or contacts rapidly

with advanced search-and-find

capabilities.

• Convert prospects to customers auto-

matically without redundant data

entry.

• Track calls, meetings, and To Do tasks

with Calendar Management.

• Customize your views and classify con-

tacts or accounts with user-defined

fields.

• Create organizational charts to easily

track account decision makers.

• Develop on-the-fly custom reports or

view important data using the standard

reports included in Contact Center.

• Customize the Navigation Explorer Bar

to execute other applications that you

use on a daily basis, such as Microsoft

Office, Excel, and PowerPoint®.

Contact Center is offered as part of the standard functionality

within Infor VISUAL Enterprise. It helps you retain your exist-

ing customers and acquire new accounts by tracking “every-

thing there is to know” about your prospects and customers.

You can schedule activities, write letters and e-mails, and

keep detailed notes about conversations with contacts. You

can easily view histories, tasks, and other sales data for every

contact, at every account. You can also access important back

office data such as accounts receivable, current part inventory,

return material authorization (RMA) status, estimates, sales

orders, credit status, shipments, and more.

• Access your company, product, and pricing events with the

fully customizable VFO Today Electronic Bulletin Board.

• Send e-mails, letters, and documents easily with direct

integration with Microsoft® Office.

• Use the “Mail Merge” feature to instantly send information

to multiple contacts.

• Schedule and assign tasks and activities, and track details

such as driving directions and meeting highlights.

Contact Center

CORE MODULES

8

• Enter purchase orders, order receipts,

and returns in real-time and let Infor

VISUAL automatically calculate the

adjustments to POs.

• Purchase materials directly to a job

without having to assign internal part

numbers.

• Link a PO line item to a specific job

requiring that item.

• Issue materials to a work order when

you receive items purchased directly to

a job.

• Specify multiple parts and delivery

dates on purchase orders, approved

vendor lists for each part, and include

the vendor’s and/or manufacturer’s

part number for cross-referencing.

• Generate vendor RFQs (Request for

Quote).

• Generate vendor purchase

requisitions.

• Use standard reports to review all

requirements not covered by purchas-

ing; compare on-hand, on-order, and

allocated levels at a glance; and view

suggested purchase dates by part,

product, or commodity.

• Book purchase accruals based on

goods received from the vendor

automatically.

• Maintain Blanket Purchase Orders,

supporting multiple delivery schedules

and shipping addresses.

Infor VISUAL Enterprise allows you to easily coordinate material

purchases by providing online decision support that simplifies

record keeping. It helps you maintain control of inventory to

enhance your company’s cash flow and shorten delivery times.

Infor VISUAL Enterprise handles all types of purchases, includ-

ing inventoried items, supply items, outside service operations

pertaining to a manufacturing order, and subcontracted items

that require components being sent to the vendor. Drop

shipments can include specific locations other than the primary

ship-to address, such as various warehouses or customer

locations. Infor VISUAL Enterprise’s purchasing module pro-

vides standard form reports such as purchase orders, acknowl-

edgments, and order lists for purchasing personnel, as well as

analytical accounts payable-related reports, including purchase

order lists and accrual reports.

Purchasing

CORE MODULES

9

• Choose finite or infinite scheduling;

optionally set individual work centers

to infinite within a finite schedule.

• Verify material availability along with

capacity.

• Use forward and backward scheduling

capabilities to make the most efficient

use of your resources.

• Calculate and display critical path and

determinant path time lines.

• Perform a capacity analysis to deter-

mine when too much or too little

capacity has been allocated to a work

center, and when you have excess

capacity for a resource.

• Run “what-if” scenarios to determine

the effects of changes in capacity,

load, or timing.

• Use “Drag and Drop” to make sched-

uling changes quickly and easily.

• View the comprehensive audit trail of

scheduling attempts and results.

Infor VISUAL Enterprise’s Concurrent Scheduling feature

includes two powerful tools, the Global Scheduler and the

Scheduling Window®, that work together to ensure the most

efficient use of your materials and resources and provide the

information you need to deliver your product on time.

Infor VISUAL Enterprise was the first software system to feature

Concurrent Scheduling, which considers both material and

capacity constraints when generating your shop schedule.

The Global Scheduler develops a schedule for all firmed

and released work orders based on due dates, priority, and

resource and material availability. The Scheduling Window

allows you to view the schedule in a full-color, graphical

format. Zoom in and out capabilities allow you to closely focus

on a portion of the schedule or see the long-range plan of

operations. The “Drag and Drop” feature allows you to make

adjustments to the schedule quickly and simply by clicking

and dragging with the mouse. Unlike other schedulers, the

Global Scheduler details each attempt it makes to schedule

the job.

Concurrent Scheduling

CORE MODULES

10

Master Scheduling & MRP

• Explode all assembly schedules into

component requirements and choose

between including or excluding firmed,

released, unreleased, closed, or

canceled requirements.

• Review and implement rescheduling

recommendations for work orders

and purchase orders based on actual

production and demand schedules by

severity exceptions.

• Choose regenerative processing or net

change for level-by-level processing.

• Peg MRP planned orders to the “next”

and “top-level” assemblies.

• Generate material reports with options

for netting methods, various sort

orders, and other filtering options.

• Generate MRP by independent

warehouses; view supply and demand

separately in these warehouses.

• Consolidate planned parts within the

Master Production Schedule.

• Produce master schedules and

forecasts for any level in the Bill

of Material for any kind of part.

• Maintain separate forecasts by

customer.

• Maintain and manipulate the Master

Production Schedule forecasts using

the Statistical Sales Forecasting

module.

The Material Requirements Planning (MRP) module assists

you in managing the balance between supply and demand.

The MRP module provides a comprehensive analysis of your

material situation, including the suggested action to restore

balance. It suggests when to release supply orders (for either

purchased or fabricated parts), based on the most up-to-date

supply and demand information available. MRP helps reduce

inventory, increase manufacturing productivity, and ultimately

facilitates cash flow.

Working with MRP, the Master Production Schedule (MPS) mod-

ule translates your business plan, including your forecasted

demand, into a production plan using firm planned orders in a

true multi-level, optional component scheduling environment.

With MPS driving the manufacturing process, you can avoid

shortages, costly expediting, last minute rescheduling, and

inefficient allocation of resources.

• Integrate forecasts, master schedule items, sales orders, and

firm-planned orders for MRP processing.

• Choose between various planning policy options including

discrete, minimum/maximum order quantity, fixed period,

period supply, etc.

CORE MODULES

11

Infor VISUAL Enterprise offers you complete shop floor control

through seamless integration of all its features, including

inventory control, material and labor tracking and reporting,

purchasing, and scheduling. Infor VISUAL Enterprise provides

complete control over production operations, which eliminates

redundant data entry and ensures consistency and accuracy

throughout the shop floor.

• Quickly generate work order travelers that include work

instructions, linked files, design documents, and pictures.

• Capture and analyze all labor, material, burden, and service

costs charged against each work order.

Shop Floor Control

• Schedule orders individually or

collectively to monitor the load on

your shop floor.

• Generate dispatch lists for your work

centers.

• View the immediate status of comple-

tion for a job.

• Receive to stock or ship from the floor.

• Ensure accurate inventories by linking

purchased materials to work orders.

• Manage material requirements by the

job, by stocking levels, or a combina-

tion of both.

• Manage and conduct your business

based on up-to-the-minute information,

a result of seamless integration of

order entry, inventory, production,

shipping, and invoicing.

CORE MODULES

12

• Point-and-click your way through an

easy-to-use graphical display of Infor

VISUAL Enterprise data.

• Choose between pie charts, bar

graphs, and line graphs.

• Display highly summarized data,

then drill down to the detail level.

• Signal uncontrolled situations with

upper and lower limit alarms.

• Search, sort, and filter information

using pre-programmed buttons.

• Select which time frames to include

and which measurements to monitor.

Infor designed the Executive Information System (EIS) to pro-

vide executive decision makers with a powerful, yet simple tool

that allows them to view and analyze key factors and perform-

ance trends in the areas of sales, purchasing, production, and

finance.

EIS allows you to see both summary and detail level data. You

can display summarized data that reflects the overall status of

your enterprise. EIS spotlights areas that need attention before

situations become critical and costly by highlighting key per-

formance indicators. Drill-down capabilities provide you with

the flexibility to trace problem areas directly to the source.

Executive Information System

CORE MODULES

13

• Assign comprehensive part definitions

including variable length part numbers

up to 30 characters long, extended

part descriptions, user-definable

fields, and supplier information.

• Stock goods in one unit of measure

while purchasing, selling, and/or

consuming on a work order in another

unit of measure.

• Assign multiple warehouse locations

for a part and/or multiple locations

within a single warehouse.

• Easily transfer parts between locations

or warehouses.

• Automatically issue materials by work

order, operation, or sub-assembly.

• Automatically issue floor stock items.

• Set up specialized item pricing such

as quantity and discounted pricing,

contract pricing, etc., for both pur-

chasing and selling.

• Perform automated physical

inventories, cycle counting, and

ABC analysis.

• Print standard reports that include a

sales and purchase history and an

inventory report of FIFO with cost.

Infor VISUAL Enterprise gives you more control over your

inventory by providing greater accuracy and immediate access

to inventory information throughout the company. Infor VISUAL

Enterprise automates the process of tracking parts by adjust-

ing inventory whenever you create a transaction involving a

part.

Inventory items can be designated as purchased, manufactured,

stocked, or non-stocked so that you can immediately place a pur-

chase order or issue a job order when you need a particular item.

Infor VISUAL Enterprise also allows you to easily track material

and costs on a per-project basis. The Material Planning window

provides an online, in-depth, time-phased, netting evaluation of

your complete supply and demand situation for your parts. The

extensive reporting capabilities of Infor VISUAL Enterprise pro-

vide complete profiles of any part in the system.

Inventory Control

CORE MODULES

14

• Enter detailed shipping information.

• Assign supply to outgoing IBTs and

demand from incoming IBT lines.

• Expertly track inventory between ware-

houses.

• Receive up-to-the-second information

about parts and quantities.

• Enter, ship, and receive transfers

quickly and easily.

• View and control IBTs in the Material

Planning window.

Interbranch Transfers

From the Inventory Control module, you also have the ability to

perform Interbranch Transfers. An Interbranch Transfer (IBT) is

an internal shipping document that allows you to accurately

track the movement of part quantities between warehouses.

Easy-to-use windows allow you to enter detailed shipping infor-

mation, assign supply to outgoing IBTs and demand from

incoming IBT lines, and ship and receive IBT quantities.

Inventory Control continued...

CORE MODULES

15

Infor VISUAL Enterprise’s Dimensional Inventory Tracking mod-

ule provides you with an added level of control over your

inventoried parts. Instead of simply seeing the total inventory

quantity of the item, you can see the total quantity broken

down by its various dimensional sizes. In addition,

Dimensional Inventory Tracking allows you to issue a specified

number of pieces by dimension, then lets the system calculate

the correct total order quantity by making the necessary con-

versions.

Dimensional Inventory Tracking interacts with Infor VISUAL

Enterprise so that any transaction involving a part causes all

associated values to be immediately adjusted. This high level of

integration allows you to purchase, receive, and enter a materi-

al requirement simply by entering the number of pieces of

material, the required dimensions, and the warehouse location.

Dimensional Inventory Tracking can also perform a physical

inventory when you specify the number of pieces and dimen-

Dimensional Inventory Tracking

sions of those pieces.

• Define up to three dimensions and

an unlimited number of dimensional

records for each part.

• Specify Unit of Measure conversions

for materials.

• Calculate purchase costs automatically.

• Issue/return from WIP as well as

adjust in/out for drop management.

• Receive partial pieces that differ in size

than those listed on the originating

purchase order.

• Track inventory by location of pieces

within the plant for managing drops.

• Take a full physical inventory by

specifying the number of pieces and

their dimensions.

CORE MODULES

16

• Maintain a comprehensive audit trail

of changes to the Bill of Material and

routings.

• Apply engineering changes to some, or

all, relevant in-process work orders.

• Prevent transactions against parts and

in-process work orders while they are

under ECN control and notify engi-

neers and production personnel of

pending changes.

• Update part or document revision

levels automatically upon incorporating

changes.

The Engineering Change Notice (ECN) module allows you to

establish controls and manage the process of making changes

to documents and drawings, parts, Bills of Material (BOMs)

and routings, work orders, and projects.

• Create an ECN process flow with multiple ECN user groups

and notification systems.

• Generate and track ECN tasks and apply electronic

signatures for approvals and task completion.

• Track ECN and revision history on all parts, documents, bills

of manufacture, work orders, and projects.

• Maintain an audit trail of changes to the ECN record

throughout the change process.

Engineering Change Notice

CORE MODULES

17

Throughput is a measure of productivity that considers the

contribution of a job or product toward company profit. It is

calculated as the price of goods sold minus the cost to

produce it. Infor VISUAL Enterprise’s Common Sense

Throughput™ is a strategy for using this information to aggres-

sively increase the profit of a manufacturing company by work-

ing a schedule that will increase throughput.

Through the use of the Common Sense Throughput strategy,

Infor VISUAL Enterprise uses measurements not commonly

found in ERP and MES systems. Infor VISUAL Enterprise uses

the Throughput Window to access a variety of reports and

inquiries: Actual or Expected Throughput reports, and

Utilization, Contention, and Material Constraint inquiries.

These tools provide the information to be discussed at the

daily Common Sense Throughput meetings. CEOs can use

Common Sense Throughput to avoid incorrect decisions based

on allocations and theoretical profit of a piece.

Common Sense Throughput for CEOs

• View an audit trail that reliably identi-

fies potential resource and material bot-

tlenecks, both primary and secondary.

• Create throughput data for an unlimited

number of schedule simulations.

• Obtain accurate measurements of

absolute profit contribution.

• Graph throughput inquiries at a daily,

weekly, or monthly level.

• Drill down to view shipment, costing,

allocations, or work order finish date

information.

• Compare and match customer orders

with work orders.

• Choose to include unavailable or

on-hold inventory in inquiries.

• Determine the ten most frequently

used resources by schedule, load/

capacity ratio, incidents of highest

severity of contention, or user-defined

time span.

• Create trend graphs by shop resource.

• View the past orders that have

generated maximum throughput for

time spent at bottleneck resources.

• Determine the orders in the future that

should generate maximum throughput

for time spent at bottleneck resources.

CORE MODULES

18

Workflow allows companies to automate their business process-

es, integrating policies and procedures with information flow

according to predefined conditions or rules. Workflow is a busi-

ness process management tool that allows information to pass

from one person or department to another through a process

cycle. Predefined rules dictate courses of action. Infor VISUAL

Enterprise offers master, predefined, and user-defined workflow

templates to help users create and ensure a logical, repeatable

flow of data.

After defining a workflow, companies can release this design

into the Infor VISUAL system where it operates behind the

scenes. Various mechanisms notify users of tasks and activities

that require action. The system can route information, such as

customer orders, purchase orders, or engineering changes,

to internal and external participants in the business process,

incorporating approval functions along the way. Users can also

conveniently track and monitor the status of documents using

Workflow.

• Automate business processes.

• Route documents throughout the

organization.

• Ensure information stays up-to-date.

• Shorten the lifecycle of otherwise more

lengthy manual processes.

• Create workflow tasks for users.

• Initiate approvals for workflow steps.

• Track individual workflow documents

thoughout the process.

• Assign e-mail notification for workflow

steps.

Workflow

CORE MODULES

19

The Data Import Utility (DIU) provides a Bill of Material and

Part import interface to Infor VISUAL Enterprise for third-party

applications. The third-party applications must generate a

properly formatted flat file (that follows Application Program

Interface guidelines) to pass to the DIU for import. Users can

run DIU interactively or by command line from an external pro-

gram. The DIU will validate all fields, recalculate required

quantities, and produce a log of all transactions during the

import process.

Data Import Utility

• Link third-party applications with Infor

VISUAL Enterprise.

• Create Infor VISUAL engineering mas-

ters, work orders, and quotes from

external data.

• Create new parts in Infor VISUAL from

external data.

• Manage imported data with a program

that validates fields, recalculates

required quantities, and maintains a

record of all transactions.

CORE MODULES

20

• Generate and route automatic

messages to one or more recipients

based on events that occur within

Infor VISUAL Enterprise.

• Specify standard messages, or define

your own variable content message.

• Include binary data, pictures, bitmaps,

and text documents.

• Direct messages to company e-mail,

Internet e-mail, user workstations,

pagers, cellular phones, printers, and

fax machines.

• Choose between multiple event types,

including user-defined queries.

• Set up automatic database queries.

• Request status information on

messages.

Messages is a powerful workflow communication tool for your

manufacturing business. It transmits important information to

the appropriate person, either within or outside of your compa-

ny, using the familiar features of e-mail. For example, you can

automatically send an e-mail message to your customer when

you ship their order. In addition to e-mail, Messaging also

delivers alerts to user workstations, pagers, cellular phones,

printers, and fax machines.

You define the important events within the manufacturing

process that trigger Infor VISUAL Enterprise to create and

transmit messages to key personnel. This allows your employ-

ees to focus on other business without the necessity of con-

stantly “checking in”, while ensuring that they will be

informed of, and can act on, critical information.

Messages

CORE MODULES

21

Management Reporting provides powerful data access and report-

ing tools for Infor VISUAL Enterprise and Infor VISUAL

Financials, allowing you to easily analyze and manage enterprise

and accounting data. You can easily build customized queries

and forms, define business graphics, and create complex cross-

tabular reports. Additionally, the system’s throughput manage-

ment tools help you to pinpoint resource contention, or bottle-

necks, to improve your shop floor schedules, increase on-time

delivery and improve profit.

Management Reporting

• Define queries, reports, and forms

with an easy-to-use graphical interface

and point-and-click technology.

• Use report templates to simplify report

building.

• Analyze data with a variety of built-in

features.

• Define business graphics quickly.

• Access secure, enterprise-wide data.

CORE MODULES

22

Infor VISUAL Enterprise allows companies to manage Return

Material Authorizations (RMAs); documents that control the

return of parts previously sold and shipped to a customer.

Costing issues become complicated when repairs and replace-

ments are an issue, especially when users take in to considera-

tion that the original customer order may not exist in the sys-

tem, or that the parts being repaired originate from another

source. An RMA is a document that contains an ID, status,

and other identification about who is returning the material

and for what purpose.

Return Material Authorization

• Maintain documented control over the

return of parts.

• Track information that will help you

improve both customer service and

overall part quality.

• Receive material returns for customer

credit.

• Issue repair or replacement orders for

returned materials.

CORE MODULES

23

The Lot & Serial Traceability module was designed for

manufacturers who require more stringent control over product

tracking. Lot & Serial Traceability provides this control by cre-

ating a trace record (known as a Trace Profile) for each lot

number, serial number, or other grouping of a part, and by

automatically tracking each part as it flows through your plant.

You can assign additional information including a description,

expiration date, and other user-definable fields.

Within Infor VISUAL Enterprise, Lot & Serial Traceability tracks

the part from receipt of materials from the vendor through deliv-

ery of the product to the customer, as well as all intermediate

levels. As jobs move through the plant, operators are prompted

for additional information when receiving and issuing material

and reporting labor. Inquiry capabilities allow you to review the

flow of material lots and serialized parts as they move through

the manufacturing process.

Lot & Serial Traceability

• Customize part traceability require-

ments and specify special tracking

requirements by part.

• Assign alpha and numeric properties

to trace parts.

• Assign lot numbers for purchased

materials at receipt or for finished

products coming from the shop floor.

• Track raw material lot numbers.

• Use the description, expiration date,

and ten user-defined fields to track

information for each lot.

• Assign serial numbers to finished

products and components used within

a Bill of Material.

• Trace a customer shipment back to the

raw material lot used to produce the

finished part.

• Perform online inquiries by part for

lot numbers and serial numbers

received or shipped as well as

inventory balances.

CORE MODULES

24

Powered by business intelligence technology known as

Graphical Performance Series® (GPS), Infor VISUAL Business

Intelligence (VBI) offers pre-packaged views, as well as in-

depth customizable management views and reports that allow

users to analyze key performance metrics. VBI’s powerful

reporting tools provide clear answers about what is happening

with revenue or operating costs and, more importantly, high-

light the factors that reveal why situations occur. This allows

managers to make more strategic and profitable business deci-

sions.

By deploying VBI across their enterprise, companies can take

advantage of complete OLAP (On-Line Analytical Processing),

graphing, and reporting functionality. By manipulating and

viewing shared multidimensional information, users can pool

information in VBI from across Infor VISUAL Enterprise and

other in-house applications. VBI also collects metrics about

multi-site operations and worldwide sales statistics and com-

bines this data into a single view. With improved access to

critical information, and by avoiding the time and cost associ-

ated with creating and distributing reports, companies can

save money and focus on continuous improvement. VBI inte-

grates with Microsoft® Excel.

Infor VISUAL Business Intelligence

• Perform in-depth business data analy-

sis using query and reporting tools that

integrate with Infor VISUAL Enterprise.

• Collect metrics about multi-site opera-

tions and worldwide sales statistics

and combine this data into a single

Information View.

• Create custom reports that include

exception highlighting, calculated

fields, rankings, and other features.

• Choose the option of eDeployment;

VBI’s Web Client offers full OLAP,

graphing, and reporting functionality,

which users can access via a network,

the Web, or e-mail.

• Access key performance indicators and

scorecards and drill down to specific

information using an executive dash-

board (Excel-based graphical display).

VBI will automatically send e-mail

alerts to notify personnel when the

indicators exceed a defined threshold.

• Receive clear answers as to what is

happening with revenue or operating

costs and understand the factors that

reveal why situations occur; get a

clear, comprehensive view of your

business performance.

• Make more strategic and profitable

business decisions with accurate data

available at the click of a mouse.

• Eliminate the time and cost associated

with creating and distributing reports;

save money and focus on continuous

improvement.

25

OPTIONAL MODULES

• Offer customers access to part avail-

ability information, shipment tracking,

and lists of substitute and cross-

selling items.

• Allow detailed part searches.

• Provide customers with the ability

to create wish lists.

• Secure your site and ensure customer

confidentiality.

• Improve selling efficiencies.

• Decrease sales order costs.

• Allow customers to request quotations

(RFQs) and estimates.

• Offer detailed search capabilities and

the ability to create multiple wish

lists.

• Access enhanced account manage-

ment options.

Infor VISUAL eBusiness is a Web-based solution that makes it

easy for manufacturers and distributors to put order information

online and implement a self-service storefront. This application

supports both B2B (Business-to-Business) and B2C (Business-

to-Consumer) transactions and is flexible enough to accommo-

date various business models.

The core functionality within Infor VISUAL Enterprise includes

Foundation to help companies quickly get started on their e-

business initiatives. Companies can personalize their Web

pages using a generic framework that functions with their cus-

tomer database. The intuitive architecture of each page

enables users with even the most basic skills to customize the

format and convey their company’s “look and feel.”

Customization requires minimal editing.

• Provide customers with the ability to place orders via the

Internet in a shopping cart format.

• Improve customer service and eliminate response time.

• Display part specifications, product catalogs, product list-

ings by category, and customer-specific pricing.

Infor VISUAL eBusiness

OPTIONAL MODULES

26

Material Barcoding

Automated Material Tracking System(AMTS)

By incorporating AMTS functionality,

Infor VISUAL BTS uses barcode hardware

to help companies optimize inventory

and manage material and finished goods.

With barcode technology, you no longer

have to search for “lost” parts or wait for

batch updates to perform planning activi-

ties. Infor VISUAL BTS provides the

functionality and integration that you

need to control inventory from receipt

through shipping and improve customer

service.

• Perform PO receipts, as well as issues

to/from work orders.

• Track and ship inventory in a timely

and cost effective manner.

• Perform physical inventory counts

more quickly, easily, and accurately.

• Optimize warehouse operations by

keeping inventory flowing smoothly

between locations.

• Print barcode labels from any of the

industry-standard barcode thermal

printers.

• Ensure inventory accuracy.

• Improve customer service and decision

making with real-time information

about inventory and locations.

To meet your inventory management and labor tracking needs,

Infor offers you Infor VISUAL Barcode (BTS).

Using barcode technology, Infor VISUAL BTS allows your

enterprise to automate material and labor tracking processes,

print industry-compliant barcode labels, and eliminate data

entry errors.

Infor VISUAL BTS offers three optional modules: Automated

Material Tracking System (AMTS), Automated Labor Tracking

System (ALTS), and Wedge/PC Barcoding to help you manage

material, inventory, and labor and optimize your workflow. It also

offers a label print utility that seamlessly integrates Infor VISUAL

Enterprise and Loftware® Print Server 2000, providing barcode

label design and printing technology. Together with industry-lead-

ing Loftware label design and print software, Infor VISUAL BTS

supports a range of customer and standard label types.

Infor VISUAL Barcode

OPTIONAL MODULES

27

Labor Barcoding

Infor VISUAL BTS helps you record the accumulation of direct

labor hours expended against a work order, as well as the

accumulation of indirect labor hours not specific to a work

order. Infor VISUAL BTS offers two optional modules of bar-

code tracking: Automated Labor Tracking System (ALTS) and

Wedge/PC Barcoding.

Automated Labor Tracking System (ALTS)

Infor VISUAL BTS offers you the ability to use radio frequency

barcode readers to track labor transactions in real-time using the

Automated Labor Tracking System (ALTS). Using the ALTS mod-

ule and the Radio Frequency (RF) scanning system, you gain

more control over the labor entry components in your system,

improve accuracy, and promote real-time access of labor infor-

mation throughout the company.

Infor VISUAL Barcode continued…

Wedge/PC Barcoding

The Wedge/PC Barcoding module uses

an Infor VISUAL workstation attached to

a wedge input device. You enter data via

a barcode wand or laser gun and the PC

keyboard. Entries appear directly on the

PC screen, allowing you to view more

extensive information than can be

displayed on a simple entry device.

• Enter data quickly and accurately

using a barcode wand or laser scanner

and the keyboard.

• Track labor information instantly.

• Choose between single and multiple

job modes, and define either a time or

cost basis for prorating multiple jobs.

• Track clock in, clock out, indirect

labor, and direct labor, including both

setup and run information.

• Use integrated serial and/or lot

number tracking (available as an

add-on module).

OPTIONAL MODULES

28

By incorporating shipping and inventory

buffers into scheduling, the system

allows you to protect both customer due

dates and constraint resource schedules,

as well as protect the availability of raw

materials, purchased parts, common

subassemblies, replacement parts, and

finished goods.

• Protect your ability to deliver on time

every time; protect pre-production,

production, semi-finished goods, and

finished goods.

• Manage market constraints and

increase your ability to compete in

the global marketplace.

• Gain visibility into your materials and

production, allowing you to make more

profitable decisions.

• Respond to the market quickly.

• Reduce on-hand inventory and shorten

lead-times.

• Keep flow throughout production and

stay efficient with lean business

processes.

• Avoid stock-outs and misappropriation

of goods.

• Quote shorter lead-times with supreme

confidence and go after sales

opportunities requiring aggressive

deliveries.

Simplified Market Pull

Infor VISUAL Easy Lean is a fast-implementing solution from

Infor that provides the protection you need for your planning

and execution processes. It is a scheduling method that works

with Infor VISUAL Enterprise and delivers significant results

within 30-90 days. With a few small changes to your tradition-

al planning methods, such as setting up shipping and invento-

ry buffers, you can gain visibility into your materials and pro-

duction. This visibility allows you to make better decisions,

release inventory at optimal times, and smooth production

flow. It helps you avoid chaotic situations on the production

floor, take on increased business, and ultimately drive more

money to your bottom line.

Whether you operate as a make-to-order or make-to-stock com-

pany, Infor VISUAL Easy Lean can protect your on-time

deliveries through shorter lead-times and provide the critical

information you need to overcome market constraints and

increase business and profits. Unlike traditional scheduling

solutions, Infor VISUAL Easy Lean focuses on pulling materials

through the shop (Simplified Market Pull), which helps keep

your inventory levels low and your ability to respond to cus-

tomers high.

Infor VISUAL Easy Lean

OPTIONAL MODULES

29

The Statistical Sales Forecasting module automatically

prepares accurate forecasts quickly and easily. Whether

you require forecasts for hundreds or thousands of items, it

selects the best model for each individual series, optimizes the

parameters, and creates the forecasts. You can easily graph

results, view the forecast reports, and make discretionary

adjustments instantly. You can either specify the methodology,

or allow the Statistical Sales Forecasting module to choose

automatically. No statistical knowledge is required to use this

module.

Statistical Sales Forecasting

• Automatically generate forecasts using

a wide variety of options including

automatic model selection, trading day

adjustment, power transformations,

and forecast evaluation.

• Evaluate your forecast to fine tune

model selection and compare different

forecasting systems.

• Generate and print forecasts,

confidence limits, model details,

and diagnostics.

• Import data from any database or

spreadsheet.

• Export data into Lotus® and Excel

spreadsheets, ASCII files, or directly to

the Infor VISUAL Enterprise database.

OPTIONAL MODULES

30

• Determine your constrained resource(s)

and generate production schedules

protected from “Murphy’s Law.”

• Establish optimal dates for releasing

material.

• Identify orders with scheduling

problems quickly using the Buffer

Management Window.

• Use the DBR Scheduler to take

corrective action and avoid unwanted

and costly delays.

• Create multiple “what if” scenarios

and compare them to the standard

shop floor schedule to determine the

best plan for on-time delivery and

highest throughput.

• Use the Customer Service Impact win-

dow to see the effects of changing

capacity on your constrained resource.

• Define and record problem classifica-

tions and standard buffer sizes for

each product or job.

• Edit buffers company-wide or

individually on engineering masters

and work orders.

• Integrate Infor VISUAL DBR data

throughout Infor VISUAL Enterprise,

using the Manufacturing Window,

the Scheduling Window, and the

Throughput Window.

Drum-Buffer-Rope

Infor VISUAL DBR® (Drum-Buffer-Rope) is an application for

production planning inspired by the Theory of Constraints (TOC)

business management philosophy developed by Dr. Eli Goldratt.

Incorporating Murphy’s Law, which states, “Anything that can go

wrong, will,” Drum-Buffer-Rope includes features to help com-

panies create production schedules that are protected from the

adverse effects of “Murphy” events. Using time buffers to

accommodate occurrences, such as last-minute customer

requests, unreliable vendors, and absent employees, the system

works to ensure customers receive products on-time. Drum-

Buffer-Rope is an approach for regulating the flow of work-in-

process at, or near, the full capacity of the most restricted

resource in the manufacturing chain.

Infor VISUAL DBR

OPTIONAL MODULES

31

Designed to accommodate the needs of make-to-stock and

repetitive manufacturers, the Infor VISUAL Advanced Material

Planning module helps you increase throughput by ensuring

material availability, efficient allocation of resources, and cost-

optimized scheduling. The Material Planning Window, run in

Advanced Planning mode, provides planning capabilities for

both real and planned parts. User-defined color-coded demand

fences allow you to view the availability of parts for both real

and forecasted demand within user-specified time periods by

manipulating Planning Calendars.

By showing all demand and supply, including planned orders,

the system generates Exception and Shortage messages from

which you can prioritize your activities. Using MRP by

Warehouse, you can define warehouses as independent and

plan parts separately for each warehouse by establishing indi-

vidual planning factors. This allows full multi-warehouse inven-

tory planning and control.

Infor VISUAL Advanced Material Planning

• Facilitate intelligent planning, viewing,

and managing of parts with multiple

Planning Calendars and multiple

scheduling date options (i.e., daily,

weekly, monthly, etc).

• Drill down to view item details for

customer orders, work orders, and

planned orders while viewing summary

information by time period.

• Master schedule planned parts from the

Master Production Schedule window,

including manipulation/consolidation of

customer forecast data.

• Be alerted to exception conditions and

view system recommended remedial

actions.

• Firm multiple planned orders for a

variety of parts for a specified date

range.

• Define Planning Bills of Material that

include sub-assemblies for real or

planned parts.

• Create alternate Master Production

Schedule scenarios via Planning

Forecasts.

• Identify multi-level part relationships

and specify the percentage of each

subordinate part to the parent.

• Generate MRP by independent

warehouses; view supply and demand

separately in these warehouses.

OPTIONAL MODULES

32

• Create any standard transaction to

meet the EDI requirements of your

trading partners.

• Convert inbound EDI documents into

customer orders and forecasts.

• Manage releases and ship schedules

from your customers.

• Maintain fabricated and raw material

authorizations.

• Cross-reference Customer Part IDs

to Infor VISUAL Part Numbers.

• Create data files for Advanced Ship

Notices, Vendor Purchase Orders, and

Invoices.

• Track and enter orders using features

such as Ship-to by line item and

delivery schedule line.

• Operate your integrated EDI processes

manually or in unattended or “Hands

Off” mode.

Any organization that exchanges information can use

Electronic Data Interchange (EDI), including enterprises

involved in procurement/purchasing, finance, trade and

transport, health, law, and revenue/tax collection. EDI can help

you reduce paperwork and administrative lead times, send

timely business transactions, access information quickly and

easily, and eliminate redundant data entry. These benefits

allow your enterprise to adopt more efficient practices such

as Just-In-Time, Quick Response, and Direct Store Delivery.

To achieve the maximum benefit of implementing EDI, you must

integrate this business process with your existing enterprise sys-

tems. Infor VISUAL Enterprise Data Interchange (VMDI) helps

you accomplish this task by providing a link between the EDI

data and your Infor VISUAL Enterprise software. This optional

module works with your EDI software to import and export data

between your Infor VISUAL database and the EDI application.

You can import firm demand to customer orders, track cumula-

tive quantities, and maintain fabricated and raw material author-

izations. In addition, the customer order import allows you to

automatically access and update pricing, units of measure, con-

tact information, terms of sale, and ship-to information if

needed.

Infor VISUAL Electronic Data Interchange (EDI)

OPTIONAL MODULES

33

The Infor VISUAL Product Configurator is a development tool

for manufacturers of complex, highly configurable products

with numerous standard and available options. It enables your

sales force to correctly customize and configure your product,

then quickly and easily create quotes and customer orders in

Infor VISUAL Enterprise. Infor VISUAL Product Configurator is

a sophisticated configurator and compatibility engine that han-

dles all requests for changes to the base specification through

an easy-to-use Windows interface. The end result is a product

specification that has been fully checked for component

compatibility and completeness.

The Product Configurator is rules-based and enables accurate

point-of-sale customization, configuration, and pricing.

Infor VISUAL Product Configurator supports a Parametric

Configurator, allowing for the setup and creation of Bills of

Material and Engineering Masters based on user-defined crite-

ria. The user can create a set of options and assign a series of

complex formulas which, in turn, define the possibility of cus-

tom parts, configured and priced based on the customer’s

needs.

Infor VISUAL Product Configurator

• Create engineering designs for complex

engineer-to-order or configure-to-order

products using rules-based parameters.

• Define engineering rules for including,

excluding, and combining features.

• Define complex, user-defined formulas

for weight, quantity, and length calcu-

lations.

• Configure your product’s features and

options dimensionally.

• Maintain product, data, and price

information quickly and easily.

• Create a quote and Bill of Material

automatically from an engineering

design.

• Enter catalog numbers easily with

Product Code Nomenclature.

• Integrate various toolkits for use within

the Configurator.

OPTIONAL MODULES

34

Infor VISUAL DesignLink works with applications such as

AutoCAD® from Autodesk to seamlessly integrate your

engineering operations with your manufacturing operations.

This allows enterprises to maintain and retrieve engineering

and manufacturing information from a single, accessible

source, improving communication, eliminating data entry,

and ensuring consistency.

With Infor VISUAL DesignLink, you can create a Bill of

Material (BOM) or Parts List within an existing or new drawing,

and then use that information to build an engineering master,

work order, or quote within VISUAL Enterprise that includes

both materials and operations required in the manufacturing

process. It provides a dynamic link between information in the

AutoCAD drawing and the Infor VISUAL database, allowing you

to browse and add parts directly between the two applications.

Infor VISUAL DesignLink ensures control on the shop floor by

allowing you to maintain and track engineering changes sepa-

rately within Infor VISUAL Enterprise without updating the

original drawing. This allows you to modify designs at the shop

level without changing the original design template.

• Allow engineering and manufacturing

personnel to access the same design

information within the context of their

typical working environment.

• Synchronize information throughout

your enterprise, including up-to-date

data about parts availability.

• Create multiple BOMs from a single

engineering drawing and maintain cus-

tomizations within Infor VISUAL

Enterprise to preserve the integrity

of the drawing.

• Update the Infor VISUAL Enterprise

parts database with new parts supplied

by engineering.

• Create a BOM from an engineering

design and create a new BOM each

time you make revisions.

• Eliminate redundant data entry by

automatically adding pertinent

information between applications.

• Create drawing header information

for storing and accessing files and for

building part information.

• E-mail an export file of drawing

information to your associates.

Infor VISUAL DesignLink

OPTIONAL MODULES

35

Plant and Equipment Maintenance improves your ability to

schedule routine internal maintenance and generates revenue

for your company by allowing you to maintain customer service

agreements and schedule preventative maintenance tasks for

customer-purchased products. The integrated system provides

a single information source from which you can track and

access data about multiple and customer-specific maintenance

agreements.

Plant and Equipment Maintenance also helps you respond

quickly to unplanned repairs with minimal effect on production

and delivery. Regularly scheduled maintenance usually prevents

most equipment problems from occurring, but unfortunately,

unexpected problems do arise. By tracking maintenance activi-

ties within a single system, you can view equipment histories

and guarantee that you stock the parts typically needed for

repairs, which allows you to respond immediately to service

requests. Plant and Equipment Maintenance makes servicing

customer agreements and your own equipment less time con-

suming and more manageable.

Infor VISUAL Equipment Maintenance

• Maintain schedules for preventative

maintenance tasks for plant equipment,

internally-used products, and customer-

purchased products.

• Maintain multiple task schedules for

a single piece of equipment (daily,

weekly, monthly, annually).

• Generate work orders for maintenance

tasks and track revisions to that work

order.

• Schedule labor resources to perform

tasks.

• Assign service tasks to Regional

and Branch locations (for multi-plant

operations).

• Bill customers for services quickly

and easily.

• View reports instantly about previous

maintenance issues.

• Maintain multiple, customer-specific

maintenance agreements.

• Log reported problems into the intuitive

“Call Center” display window.

• Record detailed information about

unplanned maintenance activities

including Fault Type and Fault Codes,

Urgency and Escalation Codes, and

response Remedy Type and Remedy

Codes.

OPTIONAL MODULES

36

• Assign quotas by sales representative,

territory, business unit, branch, or divi-

sion.

• Develop and analyze revenue

pipelines.

Help Desk

• Track customer calls and create a

knowledge base of issues and

resolutions.

• Manage information with Help Desk’s

automated record keeping and helpful

search tools.

• Log calls according to Part ID, serial

number, product categories, and

service contracts.

• Prioritize calls and assign them to spe-

cialists for resolution.

• Track the history of each resolution

attempt, complete with a time, date,

and user ID stamp.

Infor VISUAL CRM (Customer Relationship Management) pro-

vides the tools you need to manage your prospects, customer

accounts, contracts, and sales and marketing campaigns. Infor

VISUAL CRM includes a Contact Center foundation module,

as well as five optional, add-on modules to address your

company’s individual requirements: Sales, Help Desk, Field

Service, Marketing, and Remote Sync.

Sales

• Improve the effectiveness of your sales team.

• Develop price quotes and accurately configure products

using the optional Parametric Configurator.

• Convert quotes to estimates and orders automatically

without redundant data entry.

• Develop sales plans to chart the next step in a sales cycle.

• Create estimates using a direct interface to Infor VISUAL

Enterprise’s Estimating Window.

Infor VISUAL CRM

OPTIONAL MODULES

37

Field Service

• Deliver exceptional field service.

• Manage service orders, warranty and maintenance contracts,

dispatch scheduling, RMAs, inventory, and billing.

• View maintenance schedules and assign appropriate

technicians to service orders.

• Improve customer satisfaction by managing inventory and

labor to avoid delays.

• Trace issues by Part ID, serial number, or service contract.

• Enter service orders and search customer records quickly

(search by contract number, serial number, or Part ID).

• Auto-generate invoicing and assign charges to the

General Ledger.

Infor VISUAL CRM continued…

Marketing

• Track the effectiveness of your

campaigns and events.

• Maintain catalogs of marketing literature

and automate literature fulfillment.

• Plan targeted strategies and increase

your overall marketing ROI.

Remote Sync

Now your sales and service team can

receive the most current information,

even when they travel, with Infor VISUAL

CRM’s powerful synchronization technol-

ogy, Remote Sync. After working offline,

your remote users can dial-in to send

information and download the latest

leads, account history, and product data.

This optional functionality helps improve

productivity and eliminate manual errors

by synchronizing data from the Sales

module, Contact Center, and e-mail. You

can transfer data quickly because

Remote Sync updates only the fields you

changed or added since the previous

synchronization, not the entire database.

OPTIONAL MODULES

38

Infor VISUAL Quality Management

Engineering Project Management

• Initiate and drive short- and long-term

engineering activities such as new

product development, new OEM

projects, and other critical activities.

Product Data Management (PDM)

• Unite part master information, Bill of

Material detail, design characteristics,

and key production specifications into

one database environment to achieve

complete control over products.

Document Management

• Centralize the location, change history,

and document audits for electronic and

physical documents.

Inspection Plans, FMEAs, and Control Plans

• Maintain critical product and process

specifications with associated

equipment, device, inspection, and

control charting as defined in Product

Data Management and Process

Management.

• Create inspection plans linked to

statistical process control (SPC) for

engineering review and evaluation.

Infor VISUAL Quality Management is a fully integrated enter-

prise quality management system that addresses quality assur-

ance issues in specific areas of your operations. You can

establish, track, and manage every engineering activity and

supply chain expectation while supporting business growth and

profitability goals. You can create critical manufacturing speci-

fications for products, processes, equipment, and measuring

devices, and improve enterprise team collaboration with ven-

dors, customers, and employees. Infor VISUAL Quality

Management provides tools to help you automate associated

design, pre-production, production, and post-production activi-

ties; expertly manage business performance; and easily collect,

control, and analyze quality system data.

Infor VISUAL Quality Engineeringand Product Management

Advanced Product Quality Planning (APQP) and Production PartApproval Process (PPAP)

• Manage engineering processes from concept and design

through all phases of product development.

OPTIONAL MODULES

39

Equipment and Tooling Management

• Use tools for preventive and reactive maintenance, including

equipment and tooling lists, integrated ERP and Preventive

Maintenance scheduling, work order generation, spare part

and equipment usage, Preventive Maintenance records, and

more.

Calibration and Device Studies

• Document, schedule, and track devices and test equipment

for calibration.

Integrated Process Management (IPM)

• Identify problems that can positively or negatively impact

operations before the product reaches shipping or material

review board personnel.

Infor VISUAL Quality Management continued…

Process Capability & Statistical ProcessControl (SPC)

• Prepare control charts and perform

management direction, planning, gage

capability, process control and capabil-

ity analysis, sampling plan preparation,

and process detail documentation.

Infor VISUAL Quality Supply ChainManagement

Customer, Supplier, and EmployeeCommunication

• Involve suppliers, customers, and

employees through documented and

addressed feedback, advanced quality

planning, and individual or team train-

ing.

Skills, Training, Qualifications, Productivity,and Performance Tracking

• Develop, track, inventory, schedule, and

perform time-consuming tasks involved

in managing human resources.

Skip-lot and Vendor PerformanceManagement

• Manage either manual or automated

ERP/Regular incoming and ERP/Skip-

lot inspections for customer-specified

and internal receiving requirements.

OPTIONAL MODULES

40

Infor VISUAL Quality ManagementWorkflow Tools

System-wide Task Management andEnterprise Team Collaboration

• Use the single point-of-reference

window, My To Do List, to analyze all

activities within the system, access

employee work overload conditions, re-

assess priorities, and assign additional

human resources.

Projects Management

• Record, schedule, and track resource

usage and project assignment

completion.

Multi-Vendor Workflow

• Manage your end-to-end e-business

strategy from product conceptualiza-

tion to multi-site worldwide distribu-

tion with the manufacturing business

process as the central point.

E-mail Integration

• Employ e-mail messaging in conjunc-

tion with direct database-driven

notification and activity tracking for

individuals inside and outside

the company.

Automated Preventive Maintenance (PM) Scheduling

• Schedule and track all preventive and reactive maintenance.

Nonconformances (NCM) and Quality Traceability

• Detect, assign, and track continuous improvement activities

using complete problem-solving details.

Corrective Actions and 8 Discipline (8D) Reports

• Manage assignments and performance with the system-wide

task manager.

Cost of Quality and Audit Management

• Assess and control overall business performance and estab-

lish best direction for bottom line improvement.

Infor VISUAL Quality Management continued…

OPTIONAL MODULES

41

Radio Frequency-Based

Infor VISUAL DCMS offers an advanced Radio Frequency-

enabled Warehouse Management System (WMS) as part of

Infor’s complete end-to-end supply chain solution, Infor

VISUAL Enterprise. It is an execution-based “4 walls” applica-

tion designed to optimize inventory flows, labor planning, and

resource management in the warehouse.

Using online, real-time, point-of-work data collection via RF

devices and client/server, relational database technology, Infor

VISUAL DCMS manages inventory throughout the distribution

cycle in a cost-effective and timely manner. It offers tools to

increase throughput and provides advanced tracking and

reporting capabilities. The application streamlines tasks for

Distribution Centers that run Work In Process/Value Added

Services (WIP/VAS).

• Use a distributed architecture that accommodates single or

multiple DCs with real-time, point-of-work processing.

• Add or “turn off” features with a scalable and configurable

system design.

• Perform system-directed tasking and real-time updating of

Infor VISUAL DCMS

the database using RF.

• Access critical data using detailed

windows, which helps you route and

deploy inventory in a timely and

profitable manner.

• Gain tools for inbound operation plan-

ning and workload review along with

Advanced Shipping Notices (ASNs),

quality assurance, pallet building

control, and system-directed putaway

using point-of-work confirmation.

• Perform WIP/VAS, Hot SKUs, and

Cross Docking, as well as standard

Receipts-to-Stock and Returns.

• Monitor and adjust your location and

inventory automatically.

• Use physical inventory tools to ensure

accurate and up-to-date information.

• Create finite capacity schedules using

the full-color, graphical Distribution

Scheduler, with advanced “What if”

modeling and Active Alert features.

• Take advantage of Wave Generation,

which supports picking (including Zone

Picking, Cluster Picking, and Batch

Pick/Distribute) and replenishing styles

(Demand-Based, Emergency, and Top-

Off).

• Interface to industry-standard

manifesting system.

• Print shipping documentation including

VIC’s Bills of Lading (BOLs).

• Use tools that support the Third Party

OPTIONAL MODULES

42

• Use the Tasklists Window to plan,

direct, and record all point-of-work

transactions, including inbound,

putaway, and outbound transactions.

• Search tasks by category or other

criteria and quickly assess order status.

• Assign work to employees and

maximize the use of key resources.

• Review complete audit trails of

warehouse activities; track inventory

more precisely than ever before.

• Use the DC Scheduler to plan efficient

picking waves and picking tasks. The

system supports zone picking and top-

off replenishment.

• Track Stock Keeping Units (SKUs),

quantities, and inventory location.

• Assign trailers, and plan, select, and

print tasklist for picking.

• Plan and view optimal schedules with

“What If” capabilities.

• Move inventory between storage loca-

tions and replenish picking locations.

• Print shipping documentation including

VIC’s Bills of Lading (BOLs).

• Perform cycle counting and physical

inventory; monitor and research

inventory discrepancies.

Paper-Based

Infor offers a paper-based version of Infor VISUAL DCMS

for smaller distributors that need a cost-effective alternative to

Radio Frequency (RF) barcode scanning solutions. Infor VISUAL

DCMS Paper-Based is an affordable, powerful option that allows

companies to automate their operations, track inventory within

locations, and take advantage of many of the features in Infor

standard Warehouse Management System (WMS) product. It

operates best in companies with zone picking environments that

maintain simple work flows and perform manual routing.

Infor VISUAL DCMS Paper-Based allows companies to avoid

the higher-priced implementations of RF-based solutions while

gaining the tools to plan, direct, and record all point-of-work

transactions from a single, powerful system. Infor VISUAL

DCMS Paper-Based offers a comprehensive DC Task Manager

Window that enables companies to effectively control and

monitor their entire warehouse staff and efficiently maintain

location-level inventory accuracy without the use of RF

terminal equipment.

Infor VISUAL DCMS continued...

OPTIONAL MODULES

43

Infor VISUAL Financials provides a total enterprise solution for

your accounting needs. Infor VISUAL Financials helps you com-

pete in the global marketplace by offering multi-currency capa-

bilities and handling consolidation of disparaging charts of

accounts between subsidiaries as well as differing system cur-

rencies. You can automatically create vouchers, generate invoic-

es and credit memos, write checks on-the-fly, create cus-

tomized reports, and post to journals.

Infor VISUAL Financials includes Accounts Payable, Accounts

Receivable, General Ledger, Cash Management, and Cash

Book, which fully integrate with Infor VISUAL Enterprise and

allow for the seamless transfer of information. This ensures

information is accurate and current, and eliminates the need

for repetitive data entry. Each of the Infor VISUAL Financials

modules is a fully functional system within itself—together

they comprise a powerful set of tools for addressing the total

accounting needs of your business.

Infor VISUAL Financials

Accounts Payable (A/P)

• Create vouchers automatically through

POs/receipts matching.

• Apply credit memos to open vendor

invoices.

• Create recurring vouchers and specify

the frequency.

• Assign vendor accounts to specific A/P

control accounts on the G/L.

• Print vendor checks for invoices

scheduled for payment.

• Review extensive A/P information

available on standard A/P reports.

• Create journal entries for Infor VISUAL

Financials General Ledger as a result

of A/P processing.

• Update miscellaneous charges to a

work order and job cost information

automatically in Infor VISUAL

Enterprise from A/P invoices.

• Create and maintain multiple remit-to

addresses.

• Allow for a flexible payment schedule

negotiated with any of your vendors.

• Write checks “on-the-fly” in support of

immediate payment of invoices.

OPTIONAL MODULES

44

handled.

• Review extensive A/R information

available on standard A/R reports such

as Aged Receivables, Customer

History, and Customer Statements.

• Create journal entries for Infor VISUAL

Financials General Ledger as a result

of A/R processing.

• Share A/R customer payment and

credit data with Infor VISUAL

Enterprise.

• Manage credit risk customers with

Collection Schedules.

• Apply Collection Notes to provide

diary-tracking capability for Credit

Management.

Accounts Receivable (A/R)

• Generate A/R invoices automatically from shipping activities

in Infor VISUAL Enterprise.

• Assign customer accounts to specific A/R control accounts

on the G/L.

• Report customer prepayment and have Infor VISUAL automati-

cally deduct the amount of the prepayment or credit from the

invoice total.

• Generate credit memos from returns in Infor VISUAL

Enterprise.

• Create credit memos for price adjustments, then apply them

to open invoices.

• Apply cash receipts to specific customer invoices and

determine how overpayments and underpayments should be

Infor VISUAL Financials continued…

OPTIONAL MODULES

45

• Reprint check controls.

General Ledger (G/L)

• Define a Chart of Accounts that mirrors your enterprise

structure.

• Select the G/L reporting method, either monthly, 4-4-5,

13 Period, or a user-defined value.

• Define multiple financial entities for consolidated reporting.

• Create recurring journals, reversal journals, and automatic

allocations based on rules you specify.

• Post to multiple fiscal periods (including the future year),

subject to definable controls.

Infor VISUAL Financials continued…

• Review financial information by

printing standard G/L reports, or

use the G/L Report Writer to create

customized reports.

• Post journals created in Infor VISUAL

Enterprise and Infor VISUAL Payroll to

eliminate repetitive data entry and

ensure data integrity.

• Predict future cash flows, based on

actual trends, through the use of the

online, real-time capability of Cash

OPTIONAL MODULES

46

• Customize your window with various

graphical display capabilities.

• Create standard performance reports

for payment, receipts, and shipments.

Cash Book

• Mirror the bank statement and filter

the Cash Book display to view only

those items that correspond to the

period covered.

• Set cleared items individually, by

range or by group, and mark as

cleared.

• Reorder the display in ascending or

descending value by double-clicking

on the column header.

• Add multiple or single line adjustments

with the click of a button.

• Drill down and open any item in its

native context, simply by double-

clicking on the desired record line.

• Balance display control totals to easily

check and compare to bank control

totals.

• Create standard reports including:

— Cash receipts register

— Cash payments register

— Cash Book

— Bank Reconciliation

Management.

• Post bank adjustments to the G/L during the reconciliation

process.

Cash Management

• Take advantage of Infor VISUAL’s full multi-currency sup-

port.

• Filter cash plans by specific corporate entity or combine

multiple entities for a consolidated view of your organization’s

cash position and/or forecast.

• Create unlimited cash plans.

• Integrate actual cash performance, as well as projected

and forecast data.

• Use the Setup Wizard to guide you through the creation

process.

• Choose between multiple view capabilities to turn off/on

actual, projected, and forecasted data.

Infor VISUAL Financials continued…

OPTIONAL MODULES

47

Infor VISUAL Global Financials is Infor’s latest solution

designed specifically to meet the requirements of companies

operating multiple entities, divisions, sites, and subsidiaries

around the world. It is a transaction-based business manage-

ment tool that helps companies effectively handle customer

and supplier relationships, as well as comparatively monitor

business performance across various levels of an organization.

Created by Infor using the Microsoft .NET Framework,

Infor VISUAL Global Financials enables companies to work

within a multi-company and multi-currency environment with

support for global consolidation. The application allows users

to document all production and warehouse-related financial

transactions and to segment financial data into appropriate

entities for improved statistical and budget tracking and

reporting. It promotes faster, accurate, real-time transactions

and provides managers across all levels of the company

with the information they need to make more informed

business decisions.

Infor VISUAL Global Financials is an advanced application to

help manage all of your company’s accounting and cash man-

agement demands.

Infor VISUAL Global Financials

• Real-time processing of financial

transactions.

• Segment financial information into

appropriate entities and business com-

ponents for improved tracking

and reporting.

• Work within a multi-company and

multi-currency environment with

support for global consolidation.

• Maintain customer and supplier

relationships.

• Manage data security with a

user-friendly inquiry system.

OPTIONAL MODULES

48

• Record and track employee perform-

ance, education, salary, attendance,

seniority, and grievances.

• Report and track accidents and

workers’ compensation claims.

• Attach and preview files from several

tracking screens and gain convenient

access to critical information.

• Use consignment tracking to monitor

assigned company property.

• Improve overall corporate awareness

and provide a better level of service

to your workforce.

• Grant level of security access by

processor.

• Create or modify user-defined reports

and queries through Gupta™ Report

Builder and/or other third party report

writing/OLAP tools.

• View, print, e-mail, or export data from

an assortment of standard reports.

Infor VISUAL Human Resources is a comprehensive data

management and reporting tool. It maintains vital data about

applicants and employees and provides numerous standardized

reports. The flexibility of Infor VISUAL Human Resources allows

you to track as much or as little information as you require.

Because of its dynamic integration with Infor VISUAL Payroll,

the shared data between the two applications eliminates the

need for repetitive data entry, and ensures consistency and

accuracy.

• Record and track job postings, applicant information, inter-

view notes, and results.

• “Hire” an applicant to automatically create an employee

record in Infor VISUAL Payroll.

• Track Time Accrual balance by employee, including automat-

ically triggered increments, and reduction from Infor VISUAL

Payroll payments.

Infor VISUAL Human Resources

OPTIONAL MODULES

49

Infor VISUAL Payroll is a sophisticated payroll processing and

reporting system. It is fully integrated with other Infor VISUAL

applications including Infor VISUAL Enterprise, Infor VISUAL

Financials, and Infor VISUAL Human Resources. Information

can easily be transferred between these applications, eliminat-

ing the need for repetitive data entry and ensuring the integrity

of your data.

Infor VISUAL Payroll supports all federal and state taxes and

includes state-of-the-art functionality such as direct deposit,

401(k) plans, electronic tax and wage garnishment remittance

using ACH or EFTPS payment systems, magnetic media tax fil-

ing, and sophisticated report sorting and timing features.

• Import labor ticket entries from Infor VISUAL Enterprise,

including proper breakdown of shift differential and overtime

hours.

• Create templates for standard earning and/or deductions to

reduce data entry and input errors, and ensure accuracy.

• Correct input errors during processing, without disruption.

• Define company 401(k) plan(s), establish automatic

deductions by employees, and automatically accrue 401(k)

Infor VISUAL Payroll

company matches.

• Track company and/or 401(k) loan

balance and apply payroll withholdings

to debt repayment.

• Set up electronic payments and use

ACH or EFTPS to generate tax and

wage assignment payments rather than

issuing paper checks.

• Issue tax, assignment, and garnish-

ment payments timely according to

a user-defined payment schedule.

• Grant level of security access by

processor.

• Direct deposit of employee wages with

an unlimited number of splits.

• Reconcile payroll bank accounts.

• Create or modify user-defined reports

and queries through Gupta Report

Builder and/or other third party report

writing/OLAP tools.

• View, print, e-mail, or export data from

an assortment of standard reports.

Payroll Tax Tables

Users can subscribe to tax table mainte-

nance support. This option allows users

to conveniently download tax tables from

www.LSAGateway.com that contain the

most up-to-date federal and state tax

rates for use with Infor VISUAL Payroll.

OPTIONAL MODULES

50

• Enable supervisory electronic time

approval with electronic signature

capabilities prior to calculating

employee earnings.

• Create extensive audit trails and

employee information histories upon

edits to time entries.

• Take advantage of paperless manufac-

turing labor data collection, through

the use of multiple types of hardware

and direct interface to labor tickets.

• Define holiday and payroll frequency

calendars, and use auto-clock

functionality to define breaks and

meals, as well as grace periods,

then specify whether they are paid

or unpaid.

• Automatically generate standard work

schedules, based on shift definition

parameters, with the ability to update

generated schedules.

• Use browser-based collection capabili-

ties to track offsite users through a

Windows Mobile™ 2003 or later as

well as a standard PC-based Internet

Explorer interface.

• Apply message trigger options to alert

users to specific events or milestones.

• Synchronize your Infor VISUAL

systems’ data to reduce redundant

data entry.

• Enable “total time accounting” to

comply with DCAA collection

methods.

Infor offers a time and labor management system:

Infor VISUAL Time & Attendance. Available in a limited license

and full-scale offering, you can track employee attendance,

manual time sheets, and manufacturing labor. You can

configure each data collection station to accept any or all

types of tracked transactions. User-definable compensation

rules allow for flexible work cycle and pay calendar definitions,

multi-level premium rules, and shift differentials, among

others. Infor VISUAL Time & Attendance fully supports both

piecework and incentive pay.

Infor VISUAL Time & Attendance uses the compensation rules

when calculating earnings, and exports the data to

Infor VISUAL Payroll or other third-party payroll processors.

Track the employee information you want to track; hourly work-

ers, pieceworkers, and both exempt and non-exempt salaried

employees. For salaried employees, you can generate a time

sheet log, rather than Infor VISUAL Time & Attendance’s stan-

dard clocking functionality.

Infor VISUAL Time & Attendance

OPTIONAL MODULES

51

OPTIONAL MODULES

52

o Manufacturing Window

o Material Planning Window

o Service Planning Window

o Physical Inventory Process

The Financials suite includes:o Accounts Payable Invoice Entry

o Accounts Receivable Invoice Entry

and Billing

o Accounts Receivable Management

and Collections

o Cash Management

Infor is currently expanding the available

courses within each suite and is develop-

ing a Web-based platform for future ver-

sions of Infor VISUAL Instructor.

• Learn multiple lessons for each

specific subject title.

• Test users with review questions after

each lesson; ensure employees learn

the tools correctly by offering a “final

exam” for certification.

• Track employee statistics for company-

wide use in reports and for quality

certification.

• Bookmark pages so you can easily

return to them for reference.

• Ease the change to a new software

system and allow employees to

become comfortable with the applica-

tion in a user-friendly environment.

• Decrease the time for employees to

learn new jobs, improving overall

productivity.

Infor VISUAL Instructor offers your employees focused training

on the various business functions within Infor VISUAL

Enterprise and Infor VISUAL Financials. Each course within

Infor VISUAL Instructor includes five lessons that follow a

transactional approach to the task presented. Employees learn

by following instructions and participating in hands-on, inter-

active training.

A final certification exam reinforces the lessons learned and

tests for comprehension. Infor VISUAL Instructor helps supervi-

sors teach new and existing users on Infor VISUAL quickly and

efficiently and improves employee productivity. Supervisors can

assign employees to various courses and confirm the completion

of lessons. They can print user reports and track each employ-

ee’s progress for internal Human Resource or quality certifica-

tion.

The Manufacturing suite includes the following courses:o Purchase Receipt Entry

o Inventory Transaction Entry

o Shipping Entry

o Purchase Order Entry

o Customer Order Entry

Infor VISUAL Instructor

OPTIONAL MODULES

• Connect to executive, financial, sales,

and shop floor data, including:

— Order and shipment volumes, cash

flow, work-in-progress, and product

and profitability reports.

— Invoices, accounts receivable,

accounts payable, gross profit,

and short term cash plans.

— Customer contact information,

quotes, orders, shipments, inventory

part pricing, stock levels, inventory

by warehouse, and demand versus

order.

— Work order efficiencies and status,

open, started, past due and

completed jobs, expectant receipt of

materials, foreman dispatch reports,

jobs due by resource, and employee

productivity.

• Gain the portability and convenience

of handheld devices with browser-

based Microsoft .NET technology and

the networking capabilities of Wireless

Fidelity (Wi-Fi).

• Integrate directly to the Infor VISUAL

database without the need of a third-

party interface.

• Save time and energy by eliminating

the delay of “having to go back to the

office” to confirm information.

• Access critical, real-time data instantly.

• Improve service and sales by

promoting accurate communication

with customers and suppliers.

Infor VISUAL Mobile allows users to access high-level business

information from Infor VISUAL Enterprise using wireless hand-

held PCs. Infor developed the solution by combining the porta-

bility and convenience of handheld devices with browser-based

Microsoft .NET technology, the high-speed networking capabil-

ities of Wireless Fidelity (Wi-Fi), and direct integration to the

Infor VISUAL database. Infor VISUAL Mobile helps managers

stay responsive and agile by connecting them to real-time data

when and where they need it.

With Infor VISUAL Mobile, companies can enable employees

to access crucial, real-time information from Infor VISUAL

Enterprise whether they are on the road, in meetings, at home,

or just away from their desks. By leveraging wireless Personal

Digital Assistants (PDAs) with direct integration to the Infor

VISUAL database, managers, sales associates, and shop floor

personnel can take immediate action whenever important

events happen that affect their business. They can instantly

track critical records and consistently make informed deci-

sions, leading to increased productivity and higher customer

satisfaction.

Infor VISUAL Mobile

53

OPTIONAL MODULES

54

• Multiple Project Revenue Recognition

Methods, such as Cost Plus Earned

Fee, Shipment, Percentage of

Completion, and Milestone.

• Managing and controlling Complex

Overhead Rates, including multi-year

rates, waterfall burdening, and retro-

active rate adjustment capability.

• Project Costing by Work Breakdown

Structure, including Earned Value

Reporting.

• Project Management and Project

Control, including Budgeting and

Estimate to Complete.

• Project Inventory Management, includ-

ing MRP by Project, Commingling

Options, Virtual Project Warehouses,

and Customer-Owned Material Control.

• Project Profitability Tracking by

Project and or Business Line.

• Project Funds Tracking.

• Bi-Directional Integration with

Microsoft Project.

• Maintaining Accounting Records

compliant with DCAA, FAR and CAS.

If you are a project-based business or a professional services

firm, Infor offers an Infor VISUAL Project solution that will

have you managing with ease and accuracy. It’s time for you to

take advantage of features that unite your project managers

with integrated data for capturing costs, maintaining contracts

and projects, handling long lead-times, and delivering on-time

complex projects.

Your project-oriented customers need complex goods built

to specification and delivered within budget. Your project

managers need real-time integrated tools to track revenues,

expenses, and profitability. Project Management automates

workflow, increases efficiency, and, most importantly, promotes

customer satisfaction. This solution facilitates teamwork and

encourages the exchange of information.

Project Management integrates with Infor VISUAL Enterprise

to help you control project lifecycles with tools for:

• Project/Contract Administration, including flowing down of

terms and conditions.

• Multiple Project Billing/Invoicing Methods, such as

Milestone, Shipment, Progress, and Time and Materials.

Infor VISUAL Project

www.infor.com

500 Lafayette RoadHanpton, NH 03842

Tel: 603.926.9696Fax: 603.929.3975

Copyright © 2001-2005 Infor Global Solutions and/or its affiliates or licensors. All rights reserved. The Infor word and design marks are trademarks and/or registeredtrademarks of Infor Global Solutions or one of its affiliates. All rights reserved. All other trademarks listed herein are the property of their respective owners.

ME9/VE/FO/EN-US/0905-01