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Contact InformationRichard Lagoy - [email protected] nfor.com
Frank Maglio - [email protected] nfor.com
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VISUAL 8 Update & Overview
Last Updated: 3/12/2015
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Purpose of Document• This document provides an overview of VISUAL 8
enhancements. This represents only those enhancements that are currently being programmed and can be demonstrated in some form.
• Updates to this document will be made periodically to include additional enhancements outlined on the roadmap.
• This document does not represent the complete roadmap for VISUAL 8 or beyond. Refer to the VISUAL Statement of Direction found on the VISUAL Customer portal for more information on the overall vision and roadmap
• All items are subject to change
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Roadmap
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• Supplier Performance• Pack Lists – Print by WH or Territory• UDF’s on A/P & A/R Invoices• UDF’s on Journal Entry• Document indicator in PO & SO Inquiry• Expanded BOD’s for Work Orders• Mfg Window – Drill down to service dispatch & receipts• Mfg Window – Work order receipt view • Mfg Window – Hot key for Sub ID search• Mfg Window – Add new card colors• Inventory Entry – Security by Transaction Type• Inventory Entry – Auto populate from Qty & location on Transfer• Inventory Entry – “As of” On-hand calculation on backdating • Costing – Add zero cost switch for zero value (consigned) transactions to improve
performance.• Print Traveler – Save run parameters• Print Traveler – Prints associated documents when range printing• Security Maintenance – Add & Delete by user for customer & supplier• Security Maintenance – Prevent item Add by user
VISUAL Roadmap
2015 2016
Infor10x - Productivity
• SQLWindows (TD) 6.2 with TD Mobile 1.1• Splash screen web links• Expanded BODS for WO• Macros stored in database• API’s• SQL Server, Win 8, Oracle 12c• Double-byte• Enhanced Query Tool• Automated EXE services
Framework & Tools - VE 8.0
Customer Championed
• Expand Physical Count screen• Sales Order – Add Entered by on the header and line• Vendor Supplying Part - Allow vendor to be listed more than once • Drill to documents / files from document lifecycle.• Macros – Before and after delete functionality• Macros – Expand entry screen• Part Maintenance – Identify site specific values• Part Maintenance – Display product image on item screen
• Graphical Document Lifecycle• Document to Document drill-to• Standardized Min/Max on key sub-windows• Source & target document drill-to• Activities & Alerts• Contextual graphical VISUAL views with drill-to• Personalized Dashboards with drill-to• New Throughput graphics• Customer sponsored enhancements• Mobile Dispatch List
Customer Championed
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VISUAL Roadmap
2015 2016
• Update shop floor material reporting to TD Mobile• Update shop floor labor reporting to TD Mobile• CPQ (PCM) integration – P2P• Customer championed enhancements• Customer forecast drives MRP• Expanded Dispatch functionality• ISM Integration – P2P
VE 8.0.2
• Infor CRM (SalesLogix) integration (ION)• Dashboard production views• New scheduling window UI and features• Qbuild CAD integration certification• Customer championed enhancements• Payroll – Forms 1094-C & 1095-C• APS Enhancements
• SMPS & bucket views• Traditional MRP view to reflect bucket view
VE 8.0.1
• See previous slide
VE 8.0.0
• Team Developer 7.0• VISUAL CRM into VE• EMEA and Global enhancements into VE• Ming.le Drill-down• Automated year-end standard cost revalue• Burden breakout on project transfer• Customer & Vendor portal
VE 9.0.0
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Framework, Toolset & Utilities
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Development Framework
• Team Developer 6.2• TD Mobile 1.1
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API SDKPurchasing Sales
Inventory
Shared
Financials
Shop Floor
The COM and .NET business objects will be upgraded to a full API suite.
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VISUAL AutoRun
• Global Scheduler• Costing• MRP• Shop Traveler• Data view files
Using the new parameters value table, the following processes can now be scheduled to run in off hours.
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VISUAL AutoRunConcurrent Scheduler Service
Allows companies to run the concurrent scheduler automatically at set dates and times.
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VISUAL AutoRunDate view file service
Allows companies to load dashboard data files in off hours.
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VISUAL AutoRunPrint traveler service
Allows companies to print shop paperwork on an automated service.
Select the site and then File / Save as Scheduled to activate.
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Macros in the databaseMacros will now be stored in the database rather than a separate files in the VISUAL executable directory.
To turn functionality on:
Table:
To load existing Macros:
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Enhanced Query Tool
• Table & Field List with Drag and Drop
• List of common SQL Commands
• Export to Excel• Save to the database
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New UI and Navigation Overview
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Graphical Document LifecycleGraphical Document Lifecycle:1) Double –click on card to open document / order2) Right-click to show additional card information3) Click on paperclip icon to show files /documents.4) Click on activity icon to view all activities.
Right-click on the card for more details
Status bar shows completion percentage of document
Drill-to attached files
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Graphical Document LifecycleQuote to Cash – Quickly view the entire duration of the lifecycle and steps in-between.
9 days
2 days 5 days 0 days 0 days 2 days
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Document LifecyclePurchase Orders links to a work order
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Expanded FormsEdit Pack List - Before
Edit Pack List - After
Update screens to incorporate toolbars and min / max adjustment where required to eliminate scrolling
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Intuitive Drill-to Icons
Expanded and intuitive onscreen drill-to icons make drilling to related information much easier.
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Drill-to from graphical screens will utilize the grid feature.
• Drill-to on the grid will appear as a hyperlink
• Columns can be sorted
• Items requiring attention will be highlighted in red.
Grids – Drill-to, alerts & sorting
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Right click on a column to select grid columns and group data
Grids – Columns & Grouping
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Right click to send data in the grid to Excel
Grids – Send to Excel
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Source & Target NavigationEasily walk through the lifecycle of a document to see up upstream or downstream relationships.
In the example below the user drills to the source quote and target shipment from the sales order
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Activities & Reminders
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Activities and Reminders• VISUAL CRM task functionality has been extended throughout
VISUAL ERP and are now noted as activities.
• Activities can be added to all VISUAL documents (orders, invoices, RMA,s, etc.) for the purpose of recording and tracking various business activity. Reminders can be set for follow-up to activities.
• Reminders initiate a pop-up dialog box when due.
• Open activities show up in the task window.
• Users can only delete and modify their own activities
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Activities and RemindersActivities can be created for all major documents to record business activities important to the document and actions taken.
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Activity Entry Screen
Values automatically set based on source document and user entering.
Company defined categories and types
Set follow-up reminder date and time
General Subject
Detailed Information
Attach files
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Activity Setup
Turn on reminder pop-up and activity tray
Setup categories and types based on your company needs.
Set security / permissions
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Activity Views - Reminders
The user receives a pop-up dialog when reminders come due.
Drill-to activity to update, reschedule, and or close.
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Activity Views – Show My Activities
A users open activities can be easily accessed by clicking on the Activity Tray icon on the Windows Taskbar.
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Activity Views – Customer & VendorSee all Activities associated with a customer or vendor with full filter and drill-to functionality.
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VISUAL View Panels
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VISUAL View PanelsVISUAL Views are in-line contextual analytics aimed at providing an instantaneous and dynamic view into sales, purchasing, production and finance. Graphical Views contain drill-down functionality to the detailed grid data and then individual documents.
View Panels and grids are “magnetic” to the parent window.
You can open multiple View Panels at the same time
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New View Panel options
7.x 8.0.0
8.0.0Summary version for a clear view of information and graphical view with complete drill-down to detailed information.
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VISUAL 8 – Order EntryView panels shown in Customer Order Entry
VISUAL view panels and drill-down grids are magnetic to the parent window and can positioned based on user preference using drag & drop and windows resizing.
Click on bar to open detail grid
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Customer View – Open OrdersThe customer open order view provides a view of all open documents for this customer with complete drill-down to detailed information and the individual documents. Late orders are shown in red on the grid
Available in:• Customer Order Entry• Customer Management• Estimating• Customer Maintenance
To Grid Detail
To Document Detail
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Order Line View – Gross ProfitThe Gross Profit view compares selling price of the selected line to either the linked WO cost, actual FIFO layer, or standard based on the order structure.
Available in:• Customer Order Entry• Customer Management• Manufacturing Window –
Info Cost
Features:• Drill-down to detail cost• Estimated Gross Profit• Projected Gross Profit• Est & Projected GP
comparison.
To Grid Detail
To Cost Detail
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Order Line View – Gross ProfitGross profit is based on demand / supply links or standard cost no allocations exist.
The example shown has a single sales line being supplied by two production orders. Note that one WO is expected to exceed selling price while the second WO is projected to come in under estimate yielding a net positive gross profit.
Note: The “other” line represents the portion of the sales line that is based on standard cost when supply (allocations) is less than demand
View Cost Source(s)
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Item View – AvailabilityDisplay item availability showing on-hand, demand, on order, and available
Available in:• Customer Order Entry• Customer Management• Part Maintenance• Material Planning
Window• Purchasing• PO Management
Window• Estimating Window
Instantly shows overall inventory position when entering an item with drill down to details
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The vendor open order view provides a view of all open documents for this vendor with complete drill-down to detailed information and the individual documents. Late orders are shown in red on the grid
Available in:• Purchase Order Entry• Purchase Management• PO Requisition Entry• Vendor Maintenance• Material Planning
Vendor View – Open Orders
To Grid Detail
To Document Detail
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Material Planning Window
Material Planning Window showing vendor and part view. The preferred vendor view will always display if listed in the header. Select the line to see vendor totals if no preferred vendor is listed or a different vendor.
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Cost View – Manufacturing WindowQuickly compare estimated, actual and projected cost to selling price*.
*Selling price comparison only available when the work order is linked to a sales order line.
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VISUAL Dashboard
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Personalized Dashboards
End users can create their own personalized dashboard from a series of sales, purchasing, finance and production data views.
All graphs have drill-down functionality to grid listing and document detail.
.
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VISUAL Dashboards
VISUAL Dashboard shown with personal menu.
Users can:• Configure the
dashboard they want• Drill to detailed
information• Slice data by simply
right-clicking on the graph.
• Dashboard by entity / site
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VISUAL Dashboard – Chart Criteria Right-click on the chart to change the data view.
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VISUAL Dashboard –Detail DataRight-click on the chart to view the details
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VISUAL Dashboard – Change time sliceMove meter to change time-slice
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VISUAL Dashboard – Change time sliceGrab a time-slice
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VISUAL Dashboard – View Options
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VISUAL Dashboard – Slice & DiceIn this dashboard view we follow deliver performance by all customers and products, a single customer and a specific part.
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Dashboard – Sharing Dashboards
Dashboards can be flagged as “shared” by the creator.
Share this dashboard
Default dashboard on
open
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Dashboard – Multiple Dashboards
Users can create multiple dashboards.
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Dashboard – Data Update Services
On startup dashboard data tables can be initiated for a date range (manual option)
Thereafter data can be loaded real-time (live option) of via an automated service (service option)
Select how you want the data warehouse tables
updated.
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Dashboard – Display on Startup
Set the VISUAL Dashboard to startup on login to VISUAL.
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Dashboard – Security
Allow full and component level access to individual analytics.
Document level drill-to is controlled by program level security.
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VISUAL Splash Screen Links
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VISUAL Splash Screen Links (dashboard)
Turn your main VISUAL splash screen into a dashboard by launching web based applications such as Infor Ming.le™or your own customized or internal application web page.
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Turning on Splash Screen LinksPreference Maintenance
Set by user
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Launch VISUAL and external apps from your VISUAL splash screenCustomized Splash Screen
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Implementation Accelerator screen with drill-down to VISUAL appsCustomized Splash Screen
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Process Flow DiagramsCustomized Splash Screen
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VISUAL Splash Screen Link Run Infor Ming.le ™ and the ION Activity Deck within VISUAL
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VISUAL Splash Screen Link Launch your company web page
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VISUAL Mobile Automation
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Mobile Shop Floor DispatchSelection of work orders to be dispatched is by Site, Due Date, Schedule Date, Product Code, Item and Work Order Status. Resources can be filtered also.
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Mobile Shop Floor Dispatch
Selecting a resource produces a list of Work Order/Operations based on the input filters.
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Mobile Shop Floor DispatchSelecting a Work Order/Operation produces a list of Materials required at that operation.
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Mobile Shop Floor Dispatch Selecting a Material will produce a list of Purchase Orders for the Materials required
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Customer Sponsored Enhancements
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Customer Sponsored EnhancementsThis section covers those enhancements requested by the customer base through Infor Communities, Xtreme Support, and User Group Meetings.
When applicable the source of the enhancements is indicated in blue.
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• Supplier Performance• Pack Lists – Print by WH or Territory• UDF’s on A/P & A/R Invoices• UDF’s on Journal Entry• Document indicator in PO & SO Inquiry• Expanded BOD’s for Work Orders• Mfg Window – Drill down to service dispatch & receipts• Mfg Window – Work order receipt view • Mfg Window – Hot key for Sub ID search• Mfg Window – Add new card colors• Inventory Entry – Security by Transaction Type• Inventory Entry – Auto populate from Qty & location on Transfer• Inventory Entry – “As of” On-hand calculation on backdating • Costing – Add zero cost switch for zero value (consigned)
transactions to improve performance.
• Print Traveler – Save run parameters• Print Traveler – Prints associated documents when range printing• Security Maintenance – Add & Delete by user for customer & supplier• Security Maintenance – Prevent item Add by user• Expand Physical Count screen• Sales Order – Add Entered by on the header and line• Vendor Supplying Part - Allow vendor to be listed more than once • Drill to documents / files from document lifecycle.• Macros – Before and after delete functionality• Macros – Expand entry screen• Part Maintenance – Identify site specific values• Part Maintenance – Display product image on item screen• Add printing of QR Codes where barcodes are printed
VISUAL ERP – 8.0.0 customer sponsored enhancement summaryInfor Communities, Xtreme, User Groups, other
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Supplier PerformanceCompare supplier performance based on delivery performance.
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Print Pack Lists
Ability to print by territory or warehouse
MNVMUG – 30379
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UDF’s on A/R and A/P Invoices
Xtreme - 257585
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UDF’s on G/L Entry
Xtreme
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Document ReferencesCustomer and Vendor Inquiry
VMMIUG – 30249
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Service Dispatch ReceiptsDrill to documents
VMNEUG
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Manufacturing Window New work order receipt option
Inforum
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Manufacturing Window Restore find Sub-ID hot key
USA - OINK
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Manufacturing Window Breakout material card types
Customer through Channel Partner
Material card option is now broken out into 4 different material types.
Non-part numbered
FabricatedPurchasedFabricated or Purchased
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Inventory Transaction Entry LogicOn-hand balance check when backdating
A new check will be added to all inventory transaction entry programs calculating on-hand balance on the date of the transaction preventing negative inventory.
In the example to the right an out transaction of 12 pcs on 5/13 would be denied as it would have drawn inventory negative on that date.
5/15
On-hand OH 20In 10Out 10OH 20
Out 12(-2)
5/145/12 5/135/12
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CostingReturn zero cost flag
A new flag has been added to the inventory transaction table identifying transactions that may never have an associated cost such as with consigned inventory. This will improve the costing utility cycle time when transacting a significant amount of consigned (no cost) inventory.
Valid values:
NULL = Non-zero, check during cost run.
Y = No need to cost. Note, this will get set to NULL as required by the solution when costing is required.
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Print TravelerAssociated documents
You can now print associated documents when print a range of work orders.
Selecting this option will automatically select to sequence the attachments after each traveler.
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Security MaintenanceAdd & delete for part, customer, supplier
VMPAUG – 30624, VMMIUG
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Expand Physical Inventory Count Screen
VMMIUG – 30250
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Customer Order EntryAdd Entered by fields.
The Entered By field is now displayed in the header of the sales order. In addition, an entered by field has been added to the line item.
This field cannot be edited.
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Vendor Supplying PartAbility to add the same vendor more than once to a part.
MNVMUG – 30104
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Document LifecycleFile attachment indicator with drill-to
VMNEUG – User Group Meeting
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MacrosBefore and after delete functionality
OnDeleteOnAfterDelete
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MacrosExpand macro screen
Before After
VMNEUG – User Group Meeting
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Part MaintenanceIdentify values set at the site level
Values set at the site will now be indicated in blue. Tenant values are shown in black
This change also applies to Resource Maintenance
Xtreme / Support
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Part MaintenanceDisplay product image on the part screen
User Group Discussion
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QR CodesAllow for the printing of QR Codes where barcodes can be printed
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Full disclaimerThis presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Infor is not committing to develop or deliver any specified enhancement, upgrade, product, service or functionality, even if such is described herein. Many factors can affect Infor’s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor expressly disclaims any liability with respect to this presentation.