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Template v5 October 12, 2012 1 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Copyright © 2012. Infor. All Rights Reserved. www.infor.com.

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Presentation on theme: "Template v5 October 12, 2012 1 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Copyright © 2012. Infor. All Rights Reserved. www.infor.com."— Presentation transcript:

1 Template v5 October 12, 2012 1 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Copyright © 2012. Infor. All Rights Reserved. www.infor.com 1 Baan to Infor LN Differences Training Dashboards and Microsoft Office Integration Dan Aldridge, Senior LN Finance Consultant, www.PerformaApps.comwww.PerformaApps.com Phone: +1.703.251.4504 e-mail: dan.aldridge@performaapps.comdan.aldridge@performaapps.com

2 Template v5 October 12, 2012 2 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 2 Dashboards (360s) and Office Integration

3 Template v5 October 12, 2012 3 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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)

4 Template v5 October 12, 2012 4 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Dashboards – Find From DEM or Menu 4

5 Template v5 October 12, 2012 5 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Dashboards – Purchased Item 360 5

6 Template v5 October 12, 2012 6 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Dashboards – Filter by Buyer, Header, Pic 6

7 Template v5 October 12, 2012 7 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Entire Job from 1 Screen – View, Print & Process

8 Template v5 October 12, 2012 8 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Ease of Use Redesign/Consolidation – Multi-main Screens

9 Template v5 October 12, 2012 9 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Brand New Workbenches – Ming.le Only (POs, Reqs, etc.)

10 Template v5 October 12, 2012 10 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Microsoft Office Integration with Infor LN 10 Print, File, Export, Import, Copy/Paste Excel Word LN

11 Template v5 October 12, 2012 11 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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 e-mail, 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

12 Template v5 October 12, 2012 12 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Example of Excel Export and Import – Journal Entries 12

13 Template v5 October 12, 2012 13 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Financial Extracts to Excel – Statements, TB Values 13

14 Template v5 October 12, 2012 14 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Financial Transactions to Excel – Less Custom Reports 14

15 Template v5 October 12, 2012 15 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Financial Reports to Excel – Finalized Transactions 15

16 Template v5 October 12, 2012 16 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Integration Trans. to Excel – Less Custom Reports 16

17 Template v5 October 12, 2012 17 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Integration Transactions to Excel – Eliminates Custom Reports 17

18 Template v5 October 12, 2012 18 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Copyright © 2012. Infor. All Rights Reserved. www.infor.com 18 For more great content, visit http://inforln.com and www.performaapps.comhttp://inforln.comwww.performaapps.com For Baan and LN consultants, contact Dan Aldridge, CEO Performa Apps: Phone: +1.703.251.4504 E-mail: dan.aldridge@performaapps.comdan.aldridge@performaapps.com


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