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

1 Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Warehousing and Inventory” December 2014

2 Template v5 October 12, 2012 2 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Common Data and Topics

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

4 Template v5 October 12, 2012 4 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

5 Template v5 October 12, 2012 5 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

6 Template v5 October 12, 2012 6 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

7 Template v5 October 12, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

8 Template v5 October 12, 2012 8 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

9 Template v5 October 12, 2012 9 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

10 Template v5 October 12, 2012 10 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Inventory Tables Decoupled from item master Various drill downs / views All in one area Warehouse management

11 Template v5 October 12, 2012 11 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Inventory Tables

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

13 Template v5 October 12, 2012 13 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Distribution Package Sales and Purchasing are broken out into different packages Pricing is part of the Common Data Customer dashboard 360 Supplier dashboard 360

14 Template v5 October 12, 2012 14 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

15 Template v5 October 12, 2012 15 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Restructure Benefits Centralized control / separation of duties Flexibility with control Ease of modeling Multi-site / multi-company

16 Template v5 October 12, 2012 16 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Functionality Enhancements Improvements for flexibility Updates for efficiency Streamlined business processes Elimination of customizations

17 Template v5 October 12, 2012 17 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Available/Capable to Promise Normal ATP On hand and projected Capacity CTP Component CTP Product Family CTP Channel ATP

18 Template v5 October 12, 2012 18 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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 1. 2. 3. inventory check inventory shortage handling

19 Template v5 October 12, 2012 19 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

20 Template v5 October 12, 2012 20 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Supplying Relationships

21 Template v5 October 12, 2012 21 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Allocation and Hard Pegging Multi Level ‘specification’ association Specification travels throughout the process Sales order SFC production order Planning Purchasing

22 Template v5 October 12, 2012 22 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Allocation and Hard Pegging LAC

23 Template v5 October 12, 2012 23 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

24 Template v5 October 12, 2012 24 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Location Control

25 Template v5 October 12, 2012 25 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Warehouses and Locations

26 Template v5 October 12, 2012 26 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

27 Template v5 October 12, 2012 27 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

28 Template v5 October 12, 2012 28 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Lots & Serials-Not in Inventory settings

29 Template v5 October 12, 2012 29 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

30 Template v5 October 12, 2012 30 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Multi Company Inventory Transfer

31 Template v5 October 12, 2012 31 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Multi Company Inventory Transfer

32 Template v5 October 12, 2012 32 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Multi Company Inventory Transfer

33 Template v5 October 12, 2012 33 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

34 Template v5 October 12, 2012 34 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Cross Dock Orders

35 Template v5 October 12, 2012 35 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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)

36 Template v5 October 12, 2012 36 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

37 Template v5 October 12, 2012 37 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Packaging and Storage Package definitions Pre-defined Fixed, variable, mixed Handling units Identifiable structure Packaging and contents

38 Template v5 October 12, 2012 38 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Inventory Valuations At item/warehouse level Can be setup to automatically assign Valuation Methods using a combination Item Valuation Groups and Warehouse Valuation Groups.

39 Template v5 October 12, 2012 39 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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.

40 Template v5 October 12, 2012 40 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

41 Template v5 October 12, 2012 41 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

42 Template v5 October 12, 2012 42 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dynamic Forms

43 Template v5 October 12, 2012 43 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dynamic Forms

44 Template v5 October 12, 2012 44 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dynamic Forms Highlight the line

45 Template v5 October 12, 2012 45 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dynamic Forms Applicable options appear – can personalize the tool bar

46 Template v5 October 12, 2012 46 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Toolbar Icons ObjectBaanIVInfor LN Toolbar IconsStaticUser modified Fields on GridStaticUser modified Session Column WidthStaticUser modified

47 Template v5 October 12, 2012 47 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Toolbar Icons

48 Template v5 October 12, 2012 48 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Toolbar Icons

49 Template v5 October 12, 2012 49 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Toolbar Icons

50 Template v5 October 12, 2012 50 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Toolbar Icons

51 Template v5 October 12, 2012 51 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.51

52 Template v5 October 12, 2012 52 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.52

53 Template v5 October 12, 2012 53 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.53

54 Template v5 October 12, 2012 54 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields

55 Template v5 October 12, 2012 55 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.55 No Queue Time field

56 Template v5 October 12, 2012 56 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Column Width Copyright © 2011 Infor/Lawson. All rights reserved.56 Hover the mouse and left click. Drag and drop the column width

57 Template v5 October 12, 2012 57 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Column Width Copyright © 2011 Infor/Lawson. All rights reserved.57

58 Template v5 October 12, 2012 58 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 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

59 Template v5 October 12, 2012 59 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dynamic Index Switching Copyright © 2011 Infor/Lawson. All rights reserved.59

60 Template v5 October 12, 2012 60 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Find and Sort Copyright © 2011 Infor/Lawson. All rights reserved.60

61 Template v5 October 12, 2012 61 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Easy Filtering Copyright © 2011 Infor/Lawson. All rights reserved.61

62 Template v5 October 12, 2012 62 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Easy Filtering Copyright © 2011 Infor/Lawson. All rights reserved.62

63 Template v5 October 12, 2012 63 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards

64 Template v5 October 12, 2012 64 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards Greater visibility Central session for navigation Items Work centers Customer 360-CRM Project Inventory Many more

65 Template v5 October 12, 2012 65 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.65

66 Template v5 October 12, 2012 66 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.66

67 Template v5 October 12, 2012 67 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards Copyright © 2011 Infor/Lawson. All rights reserved.67

68 Template v5 October 12, 2012 68 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Dashboards-Customer 360 (CRM & Sales ) 68

69 Template v5 October 12, 2012 69 Copyright © 2012. Infor. All Rights Reserved. www.infor.com For more information go to: http://inforln.com www.performaapps.com http://inforln.com www.performaapps.com Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners 703.251.4504 or dan.aldridge@i-app.com


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