1. Infor XA Release 7 Advantages for Users
Deborah Vermillion, VP Consulting Services
Mike Taylor, VP Sales

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

3. 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

4. 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

5. What is XA Release 7?
Java Architecture User Interface

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

7. 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

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

9. 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

10. 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

11. Easy Access to Information
Quick change
Graph cards
Compound cards
Presentation schemes
Subset tip text
Cascading subsets
Power expand
URL & 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

12. Express customization
Change columns or subsets with a couple clicks

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

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

15. Compound card layouts

16. Compound Card Layouts

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

18. 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

19. Column Totals and Statistics

20. Quick Change

21. Open Action

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

23. Logical field tip text ?

24. Logical field tip text ?

25. Logical field tip text

26. Multi-select Delete

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

28. Report output
Two new cards
Typical report

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

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

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

33. All Available over the Internet

34. Proactive Notification with Alerts
PO P for $11, needs approval

35. 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

36. 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

37. 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

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

39. 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

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

43. Simulation results
Default:
Sort by variance
Variance not zero

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

45. 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

46. Simulation parameters

47. Simulation parameters

48. Simulation parameters

49. Summaries are easy to set up

50. 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)

51. 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

52. Costed Indented Bill of Material
Cost elements
Summary costs

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

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

55. 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

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

57. 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
Apr 8
Apr 8
Apr 1
Apr 6
Priority: 1
Contract: 123

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

59. Purchase Requests

60. Requisitions
Purchase Request items are requisitions

61. 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

62. PO Variance
Define ‘Standard’…
Comparison cards

63. PO Variance

64. 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

65. 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

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

67. 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”

68. 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

69. 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….

70. Lean Execution and Planning (LEAP)

71. 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.

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

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

74. 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

75. 3. Enhance XA to meet your specific needs

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

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

78. 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.

79. 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

80. Integrate XA with your web page…

81. 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

82. Download/upload bulk data

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

84. Integrate with Desktop applications

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

86. Objects from QA’s system (SQL Server)

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

88. Access QA data over the Internet

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

90. 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

91. 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

92. 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

93. What are you waiting for??
Thank you!!