Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved. 1 Baan to Infor LN Differences Training Dashboards and Microsoft Office Integration Dan Aldridge, Senior LN Finance Consultant, Phone:

Template v5 October 12, Copyright © Infor. All Rights Reserved. 2 Dashboards (360s) and Office Integration

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards – 360 Views Greater visibility, many sessions combined Processing Central session for navigation Items (Purchase and Production) Work centers Customer 360-CRM Project Inventory Invoicing Accounts Payable Accounts Receivable General Ledger Links to others (e.g., Invoicing to AR)

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards – Find From DEM or Menu 4

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards – Purchased Item 360 5

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards – Filter by Buyer, Header, Pic 6

Template v5 October 12, Copyright © Infor. All Rights Reserved. Entire Job from 1 Screen – View, Print & Process

Template v5 October 12, Copyright © Infor. All Rights Reserved. Ease of Use Redesign/Consolidation – Multi-main Screens

Template v5 October 12, Copyright © Infor. All Rights Reserved. Brand New Workbenches – Ming.le Only (POs, Reqs, etc.)

Template v5 October 12, Copyright © Infor. All Rights Reserved. Microsoft Office Integration with Infor LN 10 Print, File, Export, Import, Copy/Paste Excel Word LN

Template v5 October 12, Copyright © Infor. All Rights Reserved. ERP LN MS Office Integration Strategy MS Office Integration Excel Any screen can be filtered, hide/show columns, reorder, and exported to Excel Header and line data comes into the file along with enum values, field definitions, multiple pages, all tabs Export sessions for Excel such as Financial Statements, Finalized Transactions, Integrations, Inventory Import from Excel to LN – Error checking, messages, fix on fly, obeys DEM security rules Reconfigure screens to create new opportunities for import (e.g., engineering BOMs and revisions) Outlook CRM enhancements have bi-directional support for Outlook; tasks, activities, contacts Output to , PDF attachments, etc. Projects Export to MS Projects from LN Projects, GAANT charts, reporting. Bi-directional support for MS Projects so that new projects built in MS Projects can be uploaded to EPR LN and build a ‘big project’. Standard report output options to MS Word, MS Excel, Text, etc. 11

Template v5 October 12, Copyright © Infor. All Rights Reserved. Example of Excel Export and Import – Journal Entries 12

Template v5 October 12, Copyright © Infor. All Rights Reserved. Financial Extracts to Excel – Statements, TB Values 13

Template v5 October 12, Copyright © Infor. All Rights Reserved. Financial Transactions to Excel – Less Custom Reports 14

Template v5 October 12, Copyright © Infor. All Rights Reserved. Financial Reports to Excel – Finalized Transactions 15

Template v5 October 12, Copyright © Infor. All Rights Reserved. Integration Trans. to Excel – Less Custom Reports 16

Template v5 October 12, Copyright © Infor. All Rights Reserved. Integration Transactions to Excel – Eliminates Custom Reports 17

Template v5 October 12, Copyright © Infor. All Rights Reserved. Copyright © Infor. All Rights Reserved For more great content, visit and For Baan and LN consultants, contact Dan Aldridge, CEO Performa Apps: Phone: