Infor XA Release 7 Advantages for Users Deborah Vermillion, VP Consulting Services deborah.vermillion@cistech.net Mike Taylor, VP Sales mike.taylor@cistech.net

Agenda What is XA Release 7? What are the improvements? Summary

Custom Definition Server What is XA Release 7? Legacy Architecture Java Architecture Infrastructure NETWORK server iSeries Application Server Web Server Custom Definition Server Database DB2/400 HTML Server XML Server iSeries Application Server Database DB2/400

One platform for total enterprise integration What is XA Release 7? One platform for total enterprise integration Thin Client Web Site W S Office Excel Other System XML WS Infor XA HTML XML Quality JDBC Custom System (SQL Server) Customize User User

What is XA Release 7? Java Architecture User Interface

What is XA Release 7? Powerful Functional Enhancements ..now and in the future

What is XA Release 7? New Applications Lean Execution and Planning (LEAP) Integrates Lean execution with MO’s or REP schedules Infor Supply Web Electronic Supplier Communications Infor Enterprise Asset Management Leverage Infor’s Solution Library

What are the improvements? Agenda What is XA Release 7? What are the improvements? Summary

Implement at your own pace Integrator SystemLink NetLink MM PM EPDM OBPM CSM R 6 Browser ‘Smalltalk’ R 7 Browser Java Release 6 Green Screen Release 7 Green Screen

What are the improvements? Easy Access to Information improves decision making Improved Application Functionality Enhance XA to meet your specific needs Connectivity and collaboration beyond your walls

Easy Access to Information Quick change Graph cards Compound cards Presentation schemes Subset tip text Cascading subsets Power expand URL & e-Mail buttons Attachment count Column statistics User definition favorites Express customization Logical field tip text Change templates Code files delete Auto logoff Auto key generation Open action Workspaces

Express customization Change columns or subsets with a couple clicks

Power Expand Expand n levels Auto expand on open No more clicking plus signs over and over

Open Action Double-click an object to ‘open’ it Any navigation or maintenance action Can set Alt-open and Crtl-open, too

Compound card layouts

Compound Card Layouts

Highlight Exception Items Color based on subset criteria Can do more than one at a time

Graph Cards Graph data on a card Pie charts, bar charts, stacked bar… Multiple fields, multiple records Drill down to supporting data Customize subsets, sorts, max number

Column Totals and Statistics

Quick Change

Open Action

Logical Field tip text Description of calculation “Not obvious” ones Words plus numeric values for this object

Logical field tip text ?

Logical field tip text ?

Logical field tip text

Multi-select Delete

Output & Notification Print spool (always) Save to PC file Text, HTML, PDF Notify via e-mail Send output as attachment via e-mail Some MAPICS objects allow distribution

Report output Two new cards Typical report

Notification Include variables in subject or body. Send notification to yourself or someone else

Report output Save as PC-compatible file You can save without sending, and vice versa. Send as an attachment

Send to… Like Local Print attached to e-mail Creates PC-compatible file

All Available over the Internet

Proactive Notification with Alerts PO P012345 for $11,283.19 needs approval

2. Improved Application Functionality R7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc) R7 is the platform for integration to Infor Extensions

CSM – COM Equivalence Item Availability Order copy Features & Options Kitting End Order statistics Commission maintenance CA+ Integration Additional maintenance Salesreps Unit of Measure Conversion Standing Orders Copy from History Can delete multiple detail records

EPDM – PDM Equivalence Feature/Option inquiry EPDM Control File (Application Settings) Host jobs Cost generation Roll Current to Standard Migrate Engineering Data (PDM to EPDM) Activate EPDM Activate APC Table maintenance Labor Overhead Purchase Overhead

EPDM – New features Recost affected assemblies (selective run) Cost simulation object Costed indented bill inquiry

Initiate costing run from the client Host job from Site or Item Revision Include affected assemblies Affected Assemblies Where used Recosting this… …automatically recosts these

Cost Simulation object Multiple runs Unrestricted choice of parameters (vs. green screen) Results saved Results visible via UI (vs. printout)

Simulation results Default: Sort by variance Variance not zero

Results at total item level… …and by cost element… …and by summary.

What if you want to simulate… Simulation choices Facility values Overhead code What if you want to simulate… Increased steel and overhead cost? All that with possible new labor contracts? --- OR --- Material --- OR --- Material by Item Class Facility percents

Simulation parameters

Simulation parameters

Simulation parameters

Summaries are easy to set up

L/O Table by site Labor/Overhead tables by Site Previously was in SYSCTL Common to all sites If not common to all sites… Be careful when copying across sites Can have more codes Field changed to alphanumeric (36 characters)

Costed Indented BOM Inquiry Costing added via Details Standard or Current Cost elements displayed for each item S-number filter Can prompt for options (same as CSM) Summary costs Options Effective date Extended quantity

Costed Indented Bill of Material Cost elements Summary costs

Two new objects Base Price Foreign Language Description Both allow entry & maintenance by item revision (not just item)

Base Prices in EPDM New pane on Sales card. Blue shows price in effect now.

PM – Purchasing equivalence Master files Terms Standard message FOB Landed Cost Warehouse Ship To Ship Via Shipping schedules Vendor Debit Memo Traffic Routing Table Shipping Profiles Comments Mass append Mass replace PO Close & Purge Vendor Contacts Card in Vendor card file Application Settings 43 of 48 questionnaire questions Purchase Control File Code files Analysis reports (Quote/Cont. & Req) Exchange rate revaluation Travelers

PM – New functions Purchase Request Online PO Variance Attachments & maintenance history to history

Purchase Requests New object on main browser Ties together requisitions Like a header Handle requisitions as a group Makes entering and tracking requisitions easier Purchase Request Buyer: John Doe Whs: Atlanta REQ 1 123A 10 Apr 1 ITEM QTY DATE 2 2546 44 Apr 8 3 5938 48 Apr 8 4 2019 14 Apr 1 5 3876 87 Apr 6 Priority: 1 Contract: 123

Purchase Requests From the requisitions Overall status All/Some/None

Purchase Requests

Requisitions Purchase Request items are requisitions

Benefits Purchase Request is for the requisitioner, not the buyer No change to buyer’s process Manage and track requisitions as a group For order, job, contract Quick glance shows status Drill-down to see more

PO Variance Define ‘Standard’… Comparison cards

PO Variance

PO History (Through PM) Move attachments to history History order has same attachments open order did Move maintenance history to history History shows evolution of PO PO Hist PO Hist

Product Strategy 7.8 “Summer 2007” Clientize Core Function Round-out Essentials Round-out Financials Enhance Applications Provide a reason to upgrade Look for high impact opportunities Enhance Framework Add architecture enhancements as required Package architecture enhancements with Integrator (Standard or Enterprise). Next CO’s 60% PO’s 95% MO’s 75% Engineering 100% Warehouse 60% Finance (IFM)10% 80 95 75 100 20 Pack, Invoice Reports Labor Trans (Enablement) Calendar Transactions

MM – Functions in process Pick/Ship Customer Order Fulfillment Warehouse side of COM Inventory transactions Issues Receipts Transfers QA transactions Cost adjustments

IFM – Functions in process R 7.8 – “Establishment” All table maintenance Entities, divisions, ledgers, withholding tables… 45% of menu options Phase II – “Transactions” Journal entries Cash receipts AR Invoices AP Invoices Phase III – “The rest”

AM Plus Create deposits Apply cash receipts to open customer invoices Post cash receipts and deposits Run Month-end Close Print Statements and Delinquency Notices

Lean Execution and Planning (LEAP) Lean Execution and Planning includes: Kanban setup and management Electronic production/rate boards Backflushing with or without an M.O. Kanban integration with XA’s shop floor tools “drag and drop” M.O. / Kanban scheduling and much more….

Lean Execution and Planning (LEAP)

Infor Integration-Enterprise Software Bus Infor ERP XA PO ASN PO Infor App 1 PO Infor App 2 Infor App 3 SW EAM ESB Enable functions once to interact with the bus May now interact with any other application enabled for the bus Let App 1 = SupplyWEB Let App 2 = EAM Both can use PO’s in the ERP system The answer is System-Link, the XML program interface to any Power Architecture object, including those created by the company. System-Link provides a way to programmatically inquire into and update XA objects. It requires an XA user ID and password, and observes all security as though the requesting program were a user. It also provides all the same edits and calculated fields a user would see. XA provides web services via Enterprise Integrator as a front-end to System-Link. A web service is simply the industry-standard way of doing what System-Link does directly. A programmer can use a web service for XA and never see the underlying XML going to and from System-Link. WebSphere MQ is the messaging system that allows System-Link to operate asynchronously. The request can be sent to XA without waiting for a response. The response can be sent minutes or hours later. What all this means is that as XA is migrated to the Power Architecture the application functions are enabled for services. As a company customizes XA in the Power Architecture the objects they create or change are also automatically enabled for services. In this way, XA can fully participate in the larger Infor global technology strategy.

SupplyWEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way eKanban Pull Signals Supplier Managed Inventory (SMI)

World Class Enterprise Asset Management Asset - Equipment Work Management Materials Management Purchasing Management Administration Management Reporting

World Class Enterprise Asset Management Easy to use Pre-set configurations Simplified Installation Pre-define KPI/Inbox’s Low database and server costs Simplified User setup User defined Hyperlinks for fast data entry Financial Integration to XA included

3. Enhance XA to meet your specific needs

4. Connectivity and Collaboration Link business processes outside your 4 walls Integrate multiple systems Integrate multiple platforms Leverage desktop applications

Secure web access to your objects Custom business processes Create objects and deploy over the web HTML Customize Infor XA User

Secure web access to your objects Create and deploy objects on the web in minutes Navigation, customization, attachments…all automatic Note: Enterprise Integrator is required for Net-Link to see new or changed objects.

Integrate XA with your web page… Web pages talk XML natively Create web pages that talk XML to your ERP system HTML XML Customize Infor XA User

Integrate XA with your web page…

Integrate with other systems XML Other system Financial, CRM, shop floor, CAD… Includes edits, calculated fields, business rules Honors security HTML XML Customize Infor XA ERP Backbone User

Download/upload bulk data

Integrate with Desktop applications Office Other System XML Costs Budgets Forecasts Prices WS Infor XA HTML XML Customize User

Integrate with Desktop applications

Integrate other applications W S Office Other System XML WS Infor XA HTML XML Single user interface Customize JDBC User User Quality Departmental System (SQL Server)

Objects from QA’s system (SQL Server)

One platform for total integration W S Office Other System XML WS Infor XA HTML XML Single user interface Customize JDBC User User Quality Departmental System (SQL Server)

Access QA data over the Internet

One platform for total integration W S Office Other System XML WS Infor XA HTML XML Single user interface Customize JDBC User User Quality Departmental System (SQL Server)

Summary-Why go to XA 7? XA Infrastructure is now ‘nimble’ ‘Enterprise’ is now connected Information is now available Processes are more streamlined Users are more productive R7 Upgrade Roadblocks (quality, performance) have been removed

Why go to Release 7? “XA R7 has provided an integrated business solution for our company. Information flows seamlessly, and via PowerLink, users are able to quickly access real-time information to make business decisions and respond to issues quickly. It has enabled an improvement of our business processes, and is the backbone of running our business.” VP Finance, industrial equipment manufacturer “XA R7 is a tremendous tool for our business. Users are now able to access key information, without the need for specialized queries and reporting help from IT. The ability and ease of which our people can locate up-to-date data, and export to Excel is extremely valuable.” IT Manager, electronics manufacturer

Why go to Release 7? “Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R7. Once you move to this toolset, you would never want to function without it.” Production Control Manager, Ind Equipment Manufacturer “ The workbench capability in XA R7 allows us to analyze material and purchase requirements exactly how we want to see them. This type of analysis previously required sometimes hours of digging, but is now easily seen on one screen – without having to go to multiple places in the system!” Materials Manager, Ind Equip Mfr “We were sold by the ease with which you can customize the PowerLink user interface. The ability to quickly and easily add custom data files with relationships to XA data, and have those files immediately available in the PowerLink interface is extremely powerful” IT manager, Wire manufacturer

What are you waiting for?? Thank you!!