Infor ERP LN – Multisite & Common Data Overview
Dan Aldridge CEO Performa Apps e-mail [email protected]
website www.inforln.com/wplinkedin Dan Aldridgetwitter @Danaldridge1
Agenda
Multi-Site - Enterprise Structure ModelLN EntitiesMaster Data
Finance TablesLogistic TablesGeneral Tables
Rebuild Sessions – Business Partner Balances
Common OverviewEnterprise Structure – Multi-Site
Defining Your Organization
Enterprise Structure Model
DepartmentsWarehousesBus. PartnersProjects
Company Structure
Available Company Structures
l Single Logistic / Single Financel Single Logistic / Multi-Financel Multi-Logistic / Single Financel Multi-Logistic / Multi-Finance
A single production company controlled in one financial company
Finance 1Factory A
Multi-Company Single Logistics – Single Finance
Several separate production companies are controlled in one financial company
Finance 1
Factory A
Factory B
Factory C
Multi-Company Multi Logistics – Single Finance
One production company with several warehouses that are each controlled in a separate financial company
Finance 1
Factory AWarehouse I
Finance 2GroupCompany
Multi-Company Single Logistics – Multi Finance
Several separate production companies are controlled in separate financial companies
Finance 2
Factory B
Factory C
Finance 3
Factory A Finance 1
GroupCompany
Multi-Company Multi Logistics – Multi Finance
USA Busch Mfg. Structure:
Finance – Mfg.
Logistics
GroupCompany
Multi-Company Single Logistics – Multi Finance
Finance – VA Prop.
Finance – Mfg. Equip.
Financial Group Company
Enables centralized and consolidated financial results from other financial companies.Defined in the Company Parameters (tfgld0503m000) session
Defining Company Data
Handles production, distribution, or otherrelated activities.
Logistic Financial Both
X
X X
Used for posting financials.
Can be used to store history data(archive).
Links Entities to enterprise unit.
Linked to one or more logistic companies.
Can act as customer or supplier
Linked to one financial company or a group of financial companies
XX
XXX
X
X
X
Enterprise Unit Relationships
Enterprise Units:l Group Entitiesl Coordinate Financial transactions to the correct Financial Company
Defining organization - Enterprise Units
Logistic company 100
EU 1 EU 2
Finance Company 100 Finance Company 200
Plant 1 Plant 2
Common OverviewEntities
Entities
DepartmentsWarehousesBusiness Partners (internal/affiliated)Projects
Entities are linked to an Enterprise Unit to coordinate the financial transactions originated in that entity.
Department Types
EnterpriseUnit
EntitiesDept.WarehousesBusiness PartnerProject
DepartmentsSales OfficePurchase OfficeWork CenterService CenterAccounting Office
Structure Common Data
Company Employee
Addresses B.P.
Sub-entities
Item Base DataGeneral Data
Calendars EMM
Tables: Logistic / Financial/ Taxes CommonData
Common OverviewFinance Tables
Cost Components
Common – Finance Tables Cost Components
Currencies
Common – Finance Tables Currencies
Exchange Rate Types
Common – Finance Tables Currency Exchange Rate Types
Currency Rates
Common – Finance Tables Currency Rates
First Free Numbers
Common – Finance Tables First Free Numbers
Terms of Payment
Common – Finance Tables Terms of Payment
Terms of Payment - Details
Common – Finance Tables Terms of Payment
Terms of Payment By Business Partner
Common – Finance Tables Terms of Payment by Business Partner
Common OverviewLogistic Tables
Countries
Common – Logistic Tables Countries
Departments – Listing
Common – Logistic Tables Departments
Sales OfficePurchase OfficeWork CenterService DepartmentShipping OfficeAccounting Office.Calculation Office
Is a Work Center Used In Production Used in PCS
Departments – Details
Common – Logistic Tables Departments
Item Groups
Common – Logistic Tables Item Groups
Lines of Business
Common – Logistic Tables Lines of Business
Common – Logistic Tables Product Lines
Product Lines
Common – Logistic Tables States/Provinces
States/Provinces
Common – Logistic Tables Warehouses
Warehouses – Listing
Common – Logistic Tables Warehouses
Warehouses – Details
Common OverviewGeneral Tables
Common – General Tables Employees
Employees – Listing
Common – General Tables Employees
Employees – Details
Common – General Tables Enterprise Units
Enterprise Units – Listing
Common – General Tables Enterprise Units
Enterprise Units – Details
Common OverviewBusiness Partner Sessions
Common – Business Partners Business Partners
PayTo
InvoiceFrom
PayBy
InvoiceTo
SupplierRoles
CustomerRoles
All customer and/or all supplier roles must be defined for a business partner
BusinessPartner
InvoiceFrom
ShipFrom
PayTo
PayBy
InvoiceTo
ShipTo
BuyFrom
SoldTo
Common – Business Partners Customer Roles
Customer Sold-To: BP Status Language Area Address Line of Business Terms of Delivery
Customer Invoice-To: BP Status Language Address Currency Invoicing Method Financial Customer
Group Statement Method Credit Limit Terms of Payment
Customer Ship-To: BP Status Language Address
Customer Pay-By: BP Status Language Address Currency Reminder Method Remit-to Address
Supplier Buy-From: BP Status Language Area Line of Business Address Order Discount Purchase Office Terms of Delivery
Supplier Invoice-From: BP Status Language Address Currency Statement Method Financial Supplier Group Terms of Payment Payment Method
Supplier Pay-To: BP Status Language Address Currency BP Bank
Supplier Ship-From: BP Status Language Address Warehouse
Common – Business Partners Supplier Roles
Common – Business Partners Business Partners
Business Partners – Listing
Business Partners – Main
Common – Business Partners Business Partners
Rebuild Invoice-to Business Partners Order Balances
Common – Business Partners Rebuild Sessions
Rebuild Invoice-to Business Partners Billing Requests
Common – Business Partners Rebuild Sessions
Rebuild Invoice-from Business Partners Order Balances
Common – Business Partners Rebuild Sessions
Recalculate Invoice-from Business Partners Balances
Common – Business Partners Rebuild Sessions
Recalculate Invoice-to Business Partners Balances
Common – Business Partners Rebuild Sessions
Common OverviewThe End
