inforln.com baan to ln differences training - order management

Baan-to-LN Differences Training“Sales, Purchasing & Pricing”

December 2014

Common Data and Topics

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

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

Implemented Software Components• Company level enabling of functionality

• Easy implementation

• Dynamic form building

• Historical view of changes

• Traceability

Implemented Software Components

Same history concept for parameters

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 300Financial company 200

Logistic company 200

Sales office SO1 Sales office SO2WH1 WH2

Enterprise unit 2

Sales office SO4

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

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

Item data structure

Warehousing data

Costing data

Purchase data

Project data

Production dataService data

Sales data

Ordering data

Planning data

General item data

General data

Specific data by Department

(sub entities)

Item type

Item group

Item Classifications

Revision control

Serial Control

Lot Control

Default warehouse

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

Business Partners• Represents customers and/or suppliers

• Main definition with individual roles

• Internal business partners

• Affiliated Companies (Multisite operations)

Supplier

Customer

• Define supplier roles

Business Partner - Roles

Business

Partner Invoice

Invoice

• Define customer roles

Option: By Department Option: By Department

: By D

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

Internal Invoice RelationsWarehouse 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

Triangular Invoice

Sales order

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

Planning SFC

Purchase

Service

Finance Assembly Control Freight Management

Project

Distribution Package• Sales and Purchasing are broken out into different packages

• Pricing is part of the Common Data

• Customer dashboard 360

• Supplier dashboard 360

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

Matrix Definitions

(up to 6 criteria)

Price books

Pricing and quantity

breaks

Price Matrices

(can be factored)

Search priority

Price books

breaks

Price books

breaks

Price books-

breaks

Price Books and Matrices

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

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

Multi Level Pegging

Restructure Benefits• Centralized control / separation of duties

• Flexibility with control

• Ease of modeling

• Multi-site / multi-company

Functionality Enhancements• Improvements for flexibility

• Updates for efficiency

• Streamlined business processes

• Elimination of customizations

Available/Capable to Promise• Normal ATP

• On hand and projected

• Capacity CTP

• Component CTP

• Product Family CTP

• Channel ATP

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

inventory

shortage

handling

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

Multi Company Inventory Transfer

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

Cross Dock Orders

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.

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

Sessions and Dynamic FormsObject BaanIV Infor LN

Sessions and Forms Static look and feel Dynamic. Built on run time

and only valid fields show

Display, Maintain & Print Separate 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 tabs A separate form for every

One dynamic form can

have several tabs

User Personalizations – Grid Fields

No Queue Time field

User Personalizations – Column Width

Hover the mouse and left click.

Drag and drop the column width

User Personalizations – Column Width

Usability Object BaanIV Infor LN

Dynamic Index Switching ‘Order’ option Expanded

Find and Sort Not supported Sort within find search

Filtering Query by form.

Query can not be saved.

Multiple filter support.

Filters can be saved and reused later

Dynamic Index Switching

Find and Sort

Easy Filtering

Advanced Filtering (from “View” Option)

Advanced Filtering

Advanced Filtering/Easy Filtering

Dashboards

Dashboards • Greater visibility

• Central session for navigation

• Items

• Work centers

• Customer 360-CRM

• Project

• Inventory

• Many more

Dashboards

Dashboards-Customer 360 (CRM & Sales )

For more information go to:http://inforln.comwww.performaapps.com

Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners

703.251.4504 or dan.aldridge@i-app.com

inforln.com baan to ln differences training - order management

characters template

parameters template

topicstemplate v5

reference currency template

item description

financial company

sales office so4template

logistic company

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