Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Sales, Purchasing & Pricing”

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

Template v5 October 12, 2012 4 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Currency Systems Single - BaanIV MCR is available Dependent – 3 currencies Reference, local, reporting 1, reporting 2 Independent Same - For high-inflation countries Standard For global, multisite/multicurrency companies Less dependency on the reference currency

Template v5 October 12, 2012 5 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Implemented Software Components Company level enabling of functionality Easy implementation Dynamic form building Historical view of changes Traceability

Template v5 October 12, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Enterprise Units, Companies and Departments Enterprise units and financial companies Work center 100 Financial company 100 Enterprise unit 1 Logistic company 100 Enterprise unit 3 Financial company 300 Financial company 200 Logistic company 200 Sales office SO1Sales office SO2 WH1WH2 Enterprise unit 2 Sales office SO4

Template v5 October 12, 2012 8 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

Template v5 October 12, 2012 9 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

Template v5 October 12, 2012 10 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

Template v5 October 12, 2012 11 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

Template v5 October 12, 2012 12 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Business Partners Represents customers and/or suppliers Main definition with individual roles Internal business partners Affiliated Companies (Multisite operations)

Template v5 October 12, 2012 13 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Supplier Roles Customer Roles Define supplier roles Business Partner - Roles Business Partner Invoice To Ship To Pay By Pay To Invoice From Ship From Sold To Buy From Invoice To Pay By Invoice From Pay To Define customer roles Option: By Department

Template v5 October 12, 2012 14 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 Warehouse transfers Multi-site customer delivery

Template v5 October 12, 2012 15 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

Template v5 October 12, 2012 16 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

Template v5 October 12, 2012 17 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

Template v5 October 12, 2012 18 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Flexible pricing structure Pricing heirarchy for both Purchasing and Sales: Contract (Special and Normal) Price matrices (matrix definition) Standard Price book Item master Matrix definitions allow for different price books to be linked to a large variety of search criteria: Item related (classifications) Customer related Customer type related (classifications) Order related

Template v5 October 12, 2012 19 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Matrix Definitions (up to 6 criteria) Price books Pricing and quantity breaks Price Matrices (can be factored) Search priority Price books Pricing and quantity breaks Price books Pricing and quantity breaks Price books- Pricing and quantity breaks Price Books and Matrices

Template v5 October 12, 2012 20 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Promotion and Discounts Promotional discounts or free items with purchase Discounts also tied to matrix definitions Search criteria Up to 5 levels of discounts that can be defined as automatic assigned

Template v5 October 12, 2012 21 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

Template v5 October 12, 2012 23 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

Template v5 October 12, 2012 24 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Functionality Enhancements Improvements for flexibility Updates for efficiency Streamlined business processes Elimination of customizations

Template v5 October 12, 2012 25 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

Template v5 October 12, 2012 26 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

Template v5 October 12, 2012 27 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

Template v5 October 12, 2012 31 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

Template v5 October 12, 2012 33 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.

Template v5 October 12, 2012 34 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

Template v5 October 12, 2012 35 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

Template v5 October 12, 2012 40 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Grid Fields Copyright © 2011 Infor/Lawson. All rights reserved.40 No Queue Time field

Template v5 October 12, 2012 41 Copyright © 2012. Infor. All Rights Reserved. www.infor.com User Personalizations – Column Width Copyright © 2011 Infor/Lawson. All rights reserved.41 Hover the mouse and left click. Drag and drop the column width

Template v5 October 12, 2012 43 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

Template v5 October 12, 2012 54 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

Template v5 October 12, 2012 59 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

Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Sales, Purchasing & Pricing”

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Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Sales, Purchasing & Pricing”

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