r7.8 vs. r6 power-link review phil joseph, catavolt june 9, 2009

R7.8 vs. R6Power-Link Review

Phil Joseph, CatavoltJune 9, 2009

Who is Catavolt?

• Software engineers– Former XA (Paragon) developers

• New architecture– SOA design– SaaS deployment

Catavolt and CISTECH

Catavolt CISTECHArchitecture YesApplications Yes YesSales YesImplementation Yes

Business Intelligence

• Low cost• Easy implementation• Available later this year

R7.8 Power-Link Review

R7.8 Project Summary

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Enrich

Business applications Order fulfillment Inventory movement Financial foundation

Technical applications Environment Maintenance Link Manager

Performance

“Companies can enjoy productivity gains in key functional areas.”

“Companies can enjoy productivity gains in key functional areas.”

“Technology improvements deliver stability, agility and performance.”

“Technology improvements deliver stability, agility and performance.”

Quick Change

Highlight certain data

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Highlight multiple fields

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Highlight whole rows

Eliminate clutter

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Eliminate clutter

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Attachments stand outAttachments stand out

Eliminate clutter

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Kit items stand outKit items stand out

Eliminate clutter

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QC items stand outQC items stand out

Eliminate clutter

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Effective dates stand outEffective dates stand out

Compound card

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Graph cards

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ERPERPTools

Stacked bar graph Linked graph and view

Change subset, graph changes

Column statistics

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Total for entire Total for entire filefile

Customizable menus & toolbars

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Done via workspace Select actions to be hidden/displayed Affects menus and toolbars

ERPERPTools

Subset enhancements• Tip text

– Workspace restrictions– Subset(s)– Locate– Constraints

• Cascading subsets– Use multiple subsets at

once– Reduces number of subsets

• New criteria– By dynamic time period

• This quarter, next week…

– By user

Workspace – A set of preferencesPurchased Manufactur

ed

Pubic Preferences

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Define system default Easier to manage mass users

ERPERPTools

Navigation workspace

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Same workspace in two objects Workspace “travels” with user Corner icon tip text shows the workspace

ERPERPTools

Open ActionOpen action

?

?

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Integration to web & e-mail

• Intelligent fields

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Integration to web & e-mail

• Intelligent fields• “Send to”

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Integration to web & e-mail

• Intelligent fields• “Send to”• Host reports

E-mail reports E-mail reports as as

attachmentsattachments

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Client deployment

ERPERPTools

• WindowsWindows• Linux• Apple• Web

Standard Windows UI (XP, Vista…) This is what everyone is used to

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Client deployment

ERPERPTools

• Windows• LinuxLinux• Apple• Web

Runs standard in Linux Same organization, features, icons, etc.

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Client deployment

• Windows• Linux• AppleApple• Web

ERPERPTools

Java runs unchanged on Apple platform

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Net-Link – New look

ERPERPTools

• Windows• Linux• Apple• WebWeb

R7.7 runs in Microsoft IE 5.5 or higher R7.8 also runs Firefox and Opera

Materials Management

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ERPERPMaterials

Mgt

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CO FulfillmentCO Fulfillment• Pick• Ship• Invoice

Inventory MovementInventory Movement• Shipment Notices•Warehouse Transfers• Additional

Transactions• Inventory Transaction

History

Picking

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Two ways to run: Select from individual order(s) Host job

Two ways to run: Select from individual order(s) Host job

ERPERPMaterials

Mgt

Picking

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Generate Pick List from order, line, release

Full consolidation options Includes short stock

options

Generate Pick List from order, line, release

Full consolidation options Includes short stock

options

ERPERPMaterials

Mgt

Picking improvements

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New subset: Available to pick Considers business rules, customer

settings…

ERPERPMaterials

Mgt

Hold visibility

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Hold status evaluates all levels Hold count by level

ERPERPMaterials

Mgt

Shipping

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ERPERPMaterials

Mgt

Invoicing

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Host job available from Orders and Shipments Printing optional Can do amount-only invoice

Host job available from Orders and Shipments Printing optional Can do amount-only invoice

ERPERPMaterials

Mgt

Order Processing

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Picking, shipping and invoicing options Can do immediate ship Defaults from preferences

Picking, shipping and invoicing options Can do immediate ship Defaults from preferences

ERPERPCustomer

ServiceMgt

Two ways to receive

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Scheduled ReceiptsScheduled Receipts

The way you order

Shipment NoticesShipment Notices

The way they deliver

Shipping Notice

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Receive complete shipment Actual quantities, default locations

ERPERPMaterials

Mgt

Receive partial

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Receive by container or item Receive to dock, inspection, stock Batch lot, reference info, return to vendor

ERPERPMaterials

Mgt

Transaction History enhancements

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New transactions Copy and reverse Publish & Subscribe (with Ent. Integrator)

ERPERPMaterials

Mgt

Transaction Naming Examples• IP Planned Mfg Issue• IS Miscellaneous Issue• CA Cost Adjustment• IA Inventory Adjustment• PC Pick Complete by Order• PB Pick Complete by Item• RC Miscellaneous Receipt• SA Sales Shipment• TW Inter-warehouse Transfer• RD PO Receipt to Dock• VA Vendor Accept• CQ Cyclic Item QC Complete

→ Issue Planned Prod Comp→ Issue Item→ Change Item Cost→ Adjust Item Quantity→ Pick Production Order→ Pick Production Component→ Receive Item→ Issue Sales Item→ Transfer Item→ Receive Purch Item to Dock→ Accept Promised Date→ Approve Shelf Life Item

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Warehouse Transfer

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Non-nettable location

– Visible to Accounting, not Planning

– Sending whs, Receiving whs or in-transit whs Can use Shipment Notices

ERPERPMaterials

Mgt

TW to non-nettable location

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From Warehouse 1 to Location FG01 To Warehouse 2 Location 01012

This is a transfer location

ERPERPMaterials

Mgt

New Receive Transfer function

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RT at receiving location Inventory adjustment if quantity difference

ERPERPMaterials

Mgt

International Financial Management

• Reorganized UI• Entity maintenance• Performance improvements• Real time credit update• User fields

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ERPERPFinancial

Mgt

Reorganized UI – Main Browser

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ERPERPFinancial

Mgt

Objects and cards in more logical groupings Will not affect your customizations

Reorganized UI – Navigation

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One-step navigation to key objects Easier to see where things are usedERP

ERPFinancialMgt

Reorganized UI – Cards & Card Files

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More cards, more card files Easier drill-down

AR Ledger to AR transactions

ERPERPFinancial

Mgt

Security – Consistent with IDF

• Moved to regular CAS security (not special IFM security)– Task/sub-task– Field security

• Applies to client only• Easier to use and understand• Will all default to “Locked”

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Security – Separation of duties

• Activities related to entering purchase orders• Activities related to paying vendor invoices• Much easier to assign & manage

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Security – Auto Content Security

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Easy to authorize to AR, AP… Applies to all objects Does not require Enterprise Integrator

ERPERPFinancial

Mgt

IFM: Create customer

• Create menu option or icon• Create prompt• Details (optional)• Done!

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Create Create CustomerCustomer

Customer Customer CreatedCreated

IFM: Create customer

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Click “Create”

IFM : Create customer

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• Company• Customer ID• Sales rep• Entity• Ledger

IFM : Create customer

61Copyright © 2001-2007 Infor Global Solutions

Click “Create” to create customer

IFM : Create customer

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Customer created

Auto-synchronize with Entity Address, contact, etc.

Same steps for Vendor

ERPERPFinancial

Mgt

IFM : Create customer

• Create menu option or icon

• Create prompt– Inline creation

of entity, if necessary

• Details (optional)

• Done!

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Create Create CustomerCustomer

Customer Customer CreatedCreated

Create Create EntityEntity

Create Create CustomerCustomer

Customer Customer CreatedCreated

IFM : Create customer

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Create Create CustomerCustomer

Customer Customer CreatedCreated

Create Create EntityEntity

Create Create CustomerCustomer

Customer Customer CreatedCreated

Create Create CustomerCustomer

Customer Customer CreatedCreated

Create Create Pers AcctPers Acct

Copy Customer or Vendor

• Primary address• Ship-to’s• Customer items• Vendor items• User addresses• Comments• Media selections• Comments

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Entity Cards – Overview

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• Customers, Vendors• Personal Accounts• Bank accounts• Ledgers• Revisions

…everything!

Balances

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•Status

•Detail

Real time Credit Update

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ERPERPFinancial

Mgt

R7.7 = Scheduled job, checked at End Order R7.8 = Updated continuously

Cash receipts, orders, etc.

Graph of Aged Receivables

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Aged balances shown in both graph and table formERP

ERPFinancialMgt

Graph Drill-down

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Aged balances shown in both graph and table form

Drill down to transactions from either one.

ERPERPFinancial

Mgt

Other Enhancements

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Performance improvements

• System-wide– SQL Query Engine (system-wide)– CDS embedded in Power-Link workstations– Objects cached after signoff

• Application-specific– IFM transactions– CO line item entry– History file members– System-Link validate-only and post-only

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Multiple Languages Per Environment

• User profile includes language• No need for multiple MMLIST records, etc.• Host reports print in user’s language

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Phoenix Release - SummaryInfor MyDay Phoenix EnrichCRM i Edition EAMSummary

Picture areaPhoenix

Target LA: Q3-2009Key Business Objectives

CRMi Edition

Enable SOA StrategyMyDay/ Decisions

Transition Away From Green Screen

IDF Level 2 Performance Enhancement

EPDM 100% Complete

Extend SolutionsEAM

Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary

IDF Level 1What You Get

Single Sign OnSingle starting point from IDF

environmentUnified Cosmetics on Menu and

Screen StyleBusiness Process Organization

On Condensed MenusSingle Security MaintenanceSingle Entry Enable/Disable of

Green Screen MenusClipboard Functionality

Phoenix

Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary

All IDF ControlledFirst XA release where green screen

is never requiredLast XA release where green screen

transactions can be executed in parallel with IDF transactions

Admin tools provided to easily turn off green screen menu options that are IDF Level 2 enabled

Tool provided to identify green screen users that need to transition to IDF

Organize green screen menus to support business process view

Identify obsolete green screen menu items

Phoenix

Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary

Phoenix

Phoenix

Unify IDF Level 1 and Level 2 Navigation

Use a single sign-onLevel 1 functions are displayed on new menusCorresponding menus available for green screen with identical securityIDF settings enable/disable access to Level 1 icons and menusLevel 1 menu functions separate from Level 2 menu functions

Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary

Phoenix

Phoenix

Level 1Level 2

Phoenix Release – Enrich – Release 9CRM i Edition Infor MyDay Phoenix Enrich EAMSummary

Browser Migration - Support ToolsUsage Analyzer

Report on usage of green screen vs. browser applications by user

Assess readiness to go to browser applications

Allows targeted training to people who need to move from green screen

Level 1 Menus and Access ControlNew menus contain only Level 1 selections

Level 2 selections eliminated from menus now organized by business function

Phoenix

One Click disable of Level 2 menus (green and browser)

Security is remembered, in case menus are re-enabled

Conclusion: XA continues

• Encourage customers to get on R7+ platform• Use the tools (EI & SL)• Better user experience

– IDF I and II• More round-out

– IFM is high priority

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