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1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Sales, Purchasing & Pricing December 2014

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Page 1: Inforln.com Baan to LN Differences Training - Order Management

1Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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

December 2014

Page 2: Inforln.com Baan to LN Differences Training - Order Management

2Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Common Data and Topics

Page 3: Inforln.com Baan to LN Differences Training - Order Management

3Copyright © 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

Page 4: Inforln.com Baan to LN Differences Training - Order Management

4Copyright © 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

Page 5: Inforln.com Baan to LN Differences Training - Order Management

5Copyright © 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

Page 6: Inforln.com Baan to LN Differences Training - Order Management

6Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Implemented Software Components

Same history concept for parameters

Page 7: Inforln.com Baan to LN Differences Training - Order Management

7Copyright © 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 300Financial company 200

Logistic company 200

Sales office SO1 Sales office SO2WH1 WH2

Enterprise unit 2

Sales office SO4

Page 8: Inforln.com Baan to LN Differences Training - Order Management

8Copyright © 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

Page 9: Inforln.com Baan to LN Differences Training - Order Management

9Copyright © 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

Page 10: Inforln.com Baan to LN Differences Training - Order Management

10Copyright © 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

Ser

vic

e

Sal

es

Pu

rch

ase

War

eho

use

Co

stin

g

Pro

ject

rod

uct

ion

Ord

ers

Pla

nn

ing

General data

Specific data by Department

(sub entities)

Item type

Item group

Item Classifications

Revision control

Serial Control

Lot Control

Default warehouse

Page 11: Inforln.com Baan to LN Differences Training - Order Management

11Copyright © 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

Page 12: Inforln.com Baan to LN Differences Training - Order Management

12Copyright © 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)

Page 13: Inforln.com Baan to LN Differences Training - Order Management

13Copyright © 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

ToPay

By

Invoice

From

Pay

To

• Define customer roles

Option: By Department Option: By Department

Op

tio

n: B

y D

ep

art

me

nt

Op

tion

: By D

ep

artm

en

t

Page 14: Inforln.com Baan to LN Differences Training - Order Management

14Copyright © 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

Page 15: Inforln.com Baan to LN Differences Training - Order Management

15Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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

Part

ABC

Triangular Invoice

Sales order

Page 16: Inforln.com Baan to LN Differences Training - Order Management

16Copyright © 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

Planning SFC

Purchase

Sales

Service

Finance Assembly Control Freight Management

QM

EDI

Project

Page 17: Inforln.com Baan to LN Differences Training - Order Management

17Copyright © 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

Page 18: Inforln.com Baan to LN Differences Training - Order Management

18Copyright © 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

Page 19: Inforln.com Baan to LN Differences Training - Order Management

19Copyright © 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

Page 20: Inforln.com Baan to LN Differences Training - Order Management

20Copyright © 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

Page 21: Inforln.com Baan to LN Differences Training - Order Management

21Copyright © 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

Page 22: Inforln.com Baan to LN Differences Training - Order Management

22Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Multi Level Pegging

Page 23: Inforln.com Baan to LN Differences Training - Order Management

23Copyright © 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

Page 24: Inforln.com Baan to LN Differences Training - Order Management

24Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Functionality Enhancements• Improvements for flexibility

• Updates for efficiency

• Streamlined business processes

• Elimination of customizations

Page 25: Inforln.com Baan to LN Differences Training - Order Management

25Copyright © 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

Page 26: Inforln.com Baan to LN Differences Training - Order Management

26Copyright © 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

Page 27: Inforln.com Baan to LN Differences Training - Order Management

27Copyright © 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

Page 28: Inforln.com Baan to LN Differences Training - Order Management

28Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Multi Company Inventory Transfer

Page 29: Inforln.com Baan to LN Differences Training - Order Management

29Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Multi Company Inventory Transfer

Page 30: Inforln.com Baan to LN Differences Training - Order Management

30Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Multi Company Inventory Transfer

Page 31: Inforln.com Baan to LN Differences Training - Order Management

31Copyright © 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

Page 32: Inforln.com Baan to LN Differences Training - Order Management

32Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Cross Dock Orders

Page 33: Inforln.com Baan to LN Differences Training - Order Management

33Copyright © 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.

Page 34: Inforln.com Baan to LN Differences Training - Order Management

34Copyright © 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

Page 35: Inforln.com Baan to LN Differences Training - Order Management

35Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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

tab

One dynamic form can

have several tabs

Page 36: Inforln.com Baan to LN Differences Training - Order Management

36Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Grid Fields

Copyright © 2011 Infor/Lawson. All rights reserved. 36

Page 37: Inforln.com Baan to LN Differences Training - Order Management

37Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Grid Fields

Copyright © 2011 Infor/Lawson. All rights reserved. 37

Page 38: Inforln.com Baan to LN Differences Training - Order Management

38Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Grid Fields

Copyright © 2011 Infor/Lawson. All rights reserved. 38

Page 39: Inforln.com Baan to LN Differences Training - Order Management

39Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Grid Fields

Page 40: Inforln.com Baan to LN Differences Training - Order Management

40Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Grid Fields

Copyright © 2011 Infor/Lawson. All rights reserved. 40

No Queue Time field

Page 41: Inforln.com Baan to LN Differences Training - Order Management

41Copyright © 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

Page 42: Inforln.com Baan to LN Differences Training - Order Management

42Copyright © 2012. Infor. All Rights Reserved. www.infor.com

User Personalizations – Column Width

Copyright © 2011 Infor/Lawson. All rights reserved. 42

Page 43: Inforln.com Baan to LN Differences Training - Order Management

43Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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

Page 44: Inforln.com Baan to LN Differences Training - Order Management

44Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dynamic Index Switching

Copyright © 2011 Infor/Lawson. All rights reserved. 44

Page 45: Inforln.com Baan to LN Differences Training - Order Management

45Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dynamic Index Switching

Copyright © 2011 Infor/Lawson. All rights reserved. 45

Page 46: Inforln.com Baan to LN Differences Training - Order Management

46Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dynamic Index Switching

Copyright © 2011 Infor/Lawson. All rights reserved. 46

Page 47: Inforln.com Baan to LN Differences Training - Order Management

47Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Find and Sort

Copyright © 2011 Infor/Lawson. All rights reserved. 47

Page 48: Inforln.com Baan to LN Differences Training - Order Management

48Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Easy Filtering

Copyright © 2011 Infor/Lawson. All rights reserved. 48

Page 49: Inforln.com Baan to LN Differences Training - Order Management

49Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Easy Filtering

Copyright © 2011 Infor/Lawson. All rights reserved. 49

Page 50: Inforln.com Baan to LN Differences Training - Order Management

50Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Advanced Filtering (from “View” Option)

Copyright © 2011 Infor/Lawson. All rights reserved. 50

Page 51: Inforln.com Baan to LN Differences Training - Order Management

51Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Advanced Filtering

Copyright © 2011 Infor/Lawson. All rights reserved. 51

Page 52: Inforln.com Baan to LN Differences Training - Order Management

52Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Advanced Filtering/Easy Filtering

Copyright © 2011 Infor/Lawson. All rights reserved. 52

Page 53: Inforln.com Baan to LN Differences Training - Order Management

53Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dashboards

Page 54: Inforln.com Baan to LN Differences Training - Order Management

54Copyright © 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

Page 55: Inforln.com Baan to LN Differences Training - Order Management

55Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dashboards

Copyright © 2011 Infor/Lawson. All rights reserved. 55

Page 56: Inforln.com Baan to LN Differences Training - Order Management

56Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dashboards

Copyright © 2011 Infor/Lawson. All rights reserved. 56

Page 57: Inforln.com Baan to LN Differences Training - Order Management

57Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dashboards

Copyright © 2011 Infor/Lawson. All rights reserved. 57

Page 58: Inforln.com Baan to LN Differences Training - Order Management

58Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Dashboards-Customer 360 (CRM & Sales )

58

Page 59: Inforln.com Baan to LN Differences Training - Order Management

59Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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

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

703.251.4504 or [email protected]

Page 60: Inforln.com Baan to LN Differences Training - Order Management

60Copyright © 2012. Infor. All Rights Reserved. www.infor.com