Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Warehousing and Inventory”

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Template v5 October 12, Copyright © Infor. All Rights Reserved. Baan-to-LN Differences Training “Warehousing and Inventory” December 2014

Template v5 October 12, Copyright © Infor. All Rights Reserved. Common Data and Topics

Template v5 October 12, Copyright © Infor. All Rights Reserved. Baan  Infor LN Architecture - table and module adjustments Functionality enhancements Usability advancements More flexibility Change the way work is done Lower total cost of ownership

Template v5 October 12, Copyright © Infor. All Rights Reserved. First Free Numbers Order entities are 9 digit numbers Order numbers (sales, purchase, cycle count, etc.) Receipts, shipments, inventory transaction IDs Number group (New Concept) defines series length Optional for series numbering Business partners Addresses (address codes) Contacts

Template v5 October 12, Copyright © Infor. All Rights Reserved. Item Data Table Structure A single item code repository Customized and standard items together Standard to order logic – lean Item segmentation 47 characters in tc Project 9 - item – 38 Item description – 30 characters

Template v5 October 12, Copyright © Infor. All Rights Reserved. Item data structure Warehousing data Costing data Purchase data Project data Production dataService data Sales data Ordering data Planning data General item data Service Sales Purchase Warehouse Costing Project roduction Orders Planning General data Specific data by Department (sub entities) Item type Item group Item Classifications Revision control Serial Control Lot Control Default warehouse

Template v5 October 12, Copyright © Infor. All Rights Reserved. Cost Price Calculation Cost and valuation calculation multiple times daily One Standard Cost per item / company Inventory valuation defined by item / warehouse / warehouse valuation groups

Template v5 October 12, Copyright © Infor. All Rights Reserved. Internal and Affiliated Business Partners Represents internal entities Via enterprise units (finance company link-Single Logistic) Warehouse, sales office, purchase office Service office, shipping office, accounting office Project Via Site (Multi-Logistic) Enables invoicing of inventory movements across logistics companies without internal EDI Warehouse transfers Multi-site customer delivery

Template v5 October 12, Copyright © Infor. All Rights Reserved. Internal Invoice Relations Warehouse 100 Fin Co 100 Log Co 100 Warehouse 200 Fin Co 200 Log Co 100 Inventory (Goods)Transfer Bilateral Invoice Warehouse 100 Fin Co 100 Log Co 100 Warehouse 200 Fin Co 200 Log Co 100 Business Part ABC Inventory Movement Sales Invoice Triangular Invoice Sales order

Template v5 October 12, Copyright © Infor. All Rights Reserved. Inventory Tables Decoupled from item master Various drill downs / views All in one area Warehouse management

Template v5 October 12, Copyright © Infor. All Rights Reserved. Inventory Tables

Template v5 October 12, Copyright © Infor. All Rights Reserved. Warehouse Management Centralized inventory movement Centralized inventory reporting Warehousing Order numbers reflect origin order numbers Warehouse Management Receipts/Issues/Transfers Valuations Cycle Counting Packaging and Storage Order Generation PlanningSFC Purchase Sales Service Finance Assembly ControlFreight Management QM EDI Project

Template v5 October 12, Copyright © Infor. All Rights Reserved. Distribution Package Sales and Purchasing are broken out into different packages Pricing is part of the Common Data Customer dashboard 360 Supplier dashboard 360

Template v5 October 12, Copyright © Infor. All Rights Reserved. Warehousing Decoupled from Sales and Manufacturing Warehouse is an independent package removed from distribution (td) package Inventory Valuation tied to Item and warehouse Default valuation methods are very flexible and can be defined by Item valuation group Warehouse valuation group Additional functionality Flexible transaction processing with automatic activity settings

Template v5 October 12, Copyright © Infor. All Rights Reserved. Restructure Benefits Centralized control / separation of duties Flexibility with control Ease of modeling Multi-site / multi-company

Template v5 October 12, Copyright © Infor. All Rights Reserved. Functionality Enhancements Improvements for flexibility Updates for efficiency Streamlined business processes Elimination of customizations

Template v5 October 12, Copyright © Infor. All Rights Reserved. Available/Capable to Promise Normal ATP On hand and projected Capacity CTP Component CTP Product Family CTP Channel ATP

Template v5 October 12, Copyright © Infor. All Rights Reserved. Order Promising Status ATP/CTP for all origins CRM, manual, EDI, quotations Saving sales orders Fails ‘CTP Check for Sales’ No planned inventory transaction Batch inventory check Order promising status Pending Accepted Not accepted inventory check inventory shortage handling

Template v5 October 12, Copyright © Infor. All Rights Reserved. Cluster Planning Warehouse SLS100 Warehouse SLS303 Warehouse CSW100 Item A 3 units of Inventory Item RS1 ___ A 2 units of Inventory Cluster RS1 Item LS1 ___ A 4 units of Inventory Cluster LS1  Three separate planning items  Individual supply and demand Company 100 Company 200 Multi company enabled 2 units of item A 4 units of item A

Template v5 October 12, Copyright © Infor. All Rights Reserved. Supplying Relationships

Template v5 October 12, Copyright © Infor. All Rights Reserved. Allocation and Hard Pegging Multi Level ‘specification’ association Specification travels throughout the process Sales order SFC production order Planning Purchasing

Template v5 October 12, Copyright © Infor. All Rights Reserved. Allocation and Hard Pegging LAC

Template v5 October 12, Copyright © Infor. All Rights Reserved. Location Control (ILC) Location control and lot control separated No longer dependent Location control at item & warehouse Item – yes Warehouse 1 – no Warehouse 2 - yes

Template v5 October 12, Copyright © Infor. All Rights Reserved. Location Control

Template v5 October 12, Copyright © Infor. All Rights Reserved. Warehouses and Locations

Template v5 October 12, Copyright © Infor. All Rights Reserved. Rejection Location/Rejection Handling Parts rejected in Purchase receiving await disposition in the rejection location Options for disposition: Return to Vendor with Reason code Accept as is with Reason code Scrap from Rejection with Reason code Reason code is required in each disposition option

Template v5 October 12, Copyright © Infor. All Rights Reserved. Lots & Serials Lot and serialization (lot by unit) Both can apply to the item High volume Serial Scenario Lots and/or serials not in inventory Allows for tracking with specified transactions using the Lot and Serial Registration Template Low Volume Serial Scenario Requires Serial entry with all transactions

Template v5 October 12, Copyright © Infor. All Rights Reserved. Lots & Serials-Not in Inventory settings

Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Company Inventory Transfer Multi company inventory transfer Transfer Transfer(Manual) EP Distribution Warehouse 100 Fin Co 100 Log Co 100 Warehouse 300 Fin Co 300 Log Co 300 Inventory Transfer Invoice

Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Company Inventory Transfer

Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Company Inventory Transfer

Template v5 October 12, Copyright © Infor. All Rights Reserved. Multi Company Inventory Transfer

Template v5 October 12, Copyright © Infor. All Rights Reserved. Supply and Demand Matching Direct material supply (DMS) Demand and supply matching User specified grouping of warehouses Dynamic cross docking Receipts link to open demands Can Generate the Cross docking requirements or manually enter Purchase receipt to waiting sales order or Production order

Template v5 October 12, Copyright © Infor. All Rights Reserved. Cross Dock Orders

Template v5 October 12, Copyright © Infor. All Rights Reserved. Consignment Inventory ownership Company, consigned, customer Consignment – pay on use Sales and purchase Can be defined by BP, item, item group and other classifications available in Terms and Conditions. This is user defined. Order types Warehouse types Consignment (owned) Consignment (not-owned)

Template v5 October 12, Copyright © Infor. All Rights Reserved. Vendor Managed Inventory Supplier manages your inventory Viewed from both perspectives Customer Supplier Answers questions related to Warehouse management Supply planning Financial owner of the goods

Template v5 October 12, Copyright © Infor. All Rights Reserved. Packaging and Storage Package definitions Pre-defined Fixed, variable, mixed Handling units Identifiable structure Packaging and contents

Template v5 October 12, Copyright © Infor. All Rights Reserved. Inventory Valuations At item/warehouse level Can be setup to automatically assign Valuation Methods using a combination Item Valuation Groups and Warehouse Valuation Groups.

Template v5 October 12, Copyright © Infor. All Rights Reserved. Usability Advancements Fewer business process steps Flexible order processing (activities) Dynamic forms Allows easy personalization of screens Improved navigation, search and filter capabilities WebUI and ION workspace allow for Greater accessibility.

Template v5 October 12, Copyright © Infor. All Rights Reserved. Easy Session Access Detail session access from other sessions Material issue from production orders Session access controlled via tools User roles and templates Company, package, module, session, table, field

Template v5 October 12, Copyright © Infor. All Rights Reserved. Sessions and Dynamic Forms ObjectBaanIVInfor LN Sessions and FormsStatic look and feelDynamic. Built on run time and only valid fields show Display, Maintain & PrintSeparate print, display. and maintain sessions Combined into one with print icon Overview and Detail sessions Separate sessions -m000 and –s000 One dynamic form Multi main table logic New suffixes Form tabsA separate form for every tab One dynamic form can have several tabs

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dynamic Forms

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dynamic Forms

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dynamic Forms Highlight the line

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dynamic Forms Applicable options appear – can personalize the tool bar

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Toolbar Icons ObjectBaanIVInfor LN Toolbar IconsStaticUser modified Fields on GridStaticUser modified Session Column WidthStaticUser modified

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Toolbar Icons

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Toolbar Icons

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Toolbar Icons

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Toolbar Icons

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.51

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.52

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.53

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Grid Fields

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.55 No Queue Time field

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Column Width Copyright © 2011 Infor/Lawson. All rights reserved.56 Hover the mouse and left click. Drag and drop the column width

Template v5 October 12, Copyright © Infor. All Rights Reserved. User Personalizations – Column Width Copyright © 2011 Infor/Lawson. All rights reserved.57

Template v5 October 12, Copyright © Infor. All Rights Reserved. Usability ObjectBaanIVInfor LN Dynamic Index Switching‘Order’ optionExpanded Find and SortNot supportedSort within find search FilteringQuery by form. Query can not be saved. Multiple filter support. Filters can be saved and reused later

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dynamic Index Switching Copyright © 2011 Infor/Lawson. All rights reserved.59

Template v5 October 12, Copyright © Infor. All Rights Reserved. Find and Sort Copyright © 2011 Infor/Lawson. All rights reserved.60

Template v5 October 12, Copyright © Infor. All Rights Reserved. Easy Filtering Copyright © 2011 Infor/Lawson. All rights reserved.61

Template v5 October 12, Copyright © Infor. All Rights Reserved. Easy Filtering Copyright © 2011 Infor/Lawson. All rights reserved.62

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards Greater visibility Central session for navigation Items Work centers Customer 360-CRM Project Inventory Many more

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.65

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.66

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.67

Template v5 October 12, Copyright © Infor. All Rights Reserved. Dashboards-Customer 360 (CRM & Sales ) 68

Template v5 October 12, Copyright © Infor. All Rights Reserved. For more information go to: Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners or