inforln.com erp ln 10.3 & 10.4 miscellaneous project enhancements

1Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 1

Infor LN: v10.3 - v10.4 Miscellaneous Project EnhancementsRollout trainingCampus Course Code: 02_0021040_EEN0477_ELN

July 2014

Henk Otjens

2Copyright © 2014. Infor. All Rights Reserved. www.infor.com

Topics• Cost and Service Items • Budget Adjustment addition• External Scheduling Interface additions• Optional pegging of project based warehouse orders• Multi-currency• New orders for Contracts• Cost Forecasting• Workflow for project cost• Cash Forecast (Financials)


Topics covered in other presentations• Estimating

• Surcharges

• Requests for Quotation

• Cost Peg Audit History• Revenue Recognition• Contract Invoicing


Cost and Service items• It was not possible to use items of type Cost and Service in:

• Estimating

• Budgeting

• Requirements Planning

• These type of items could be used as contract deliverables or as cost added in Procurement and costed to Project. So there could be costs while there was no budget. That made budget control difficult.

• We now allow these item types in the domains mentioned. The items will always be part of cost type Material but in Requirements Planning only for PRP Purchase Orders

• Note: Project specific Cost or Service items were and are not possible!


Budget Adjustment• The Budget Adjustment is an option for change management but it was

possible to make changes to budget adjustments themselves.• We extend change management support by introducing:

• Final status (= Freeze)

• Last Modified Time and Login


External Scheduling Interface• Purpose:

• The Content, Quality and Performance of Interface to be extended

• Why?• To better make use of the scheduling options of external tools

• Relevant Changes:• Use of Calendar is optional at Export

• Introduce Calendar and Duration on Activity

• Improve Milestone Handling

• Allow link to lower levels of the activity structure

• Allow multiple projects to be imported/exported

• Made XML data more generic


Calendar Export optional• Why?• Calendars are not always relevant and XML files will be smaller • While testing any issues in the calendar setup can be avoided• Note:

If on next export calendar is relevant after all than export should be Regenerate


Calendar and Duration• It has been made possible to capture a calendar and the duration for the

leaf nodes of the activity structure• On higher levels the duration will be calculated• Advantages are that:

• Calendar can be part of export to external scheduling tool

• Duration can be part of export

• Both can be imported from external scheduling tool

• Note:For LN itself the calendar and duration is only informational as are the constraints


Improve Milestone Handling• Allow Milestones on other levels of the activity structure than the top• For milestones dependent on activities (or other milestones) set Parent

Activity• Independent milestones still will be displayed on top of the Gantt


Connection Node• Sometimes different parts of a project are handled by different

organizational elements• Therefore it is possible to link several external projects to one LN project• An option is available to select lower level of activity structure to be used

as top in the external scheduling package


Example

• LN Project

• Multiple external projects


Multiple Projects for Im-/Export• One-by-one import or export is very labor intensive• Therefore it is possible to select multiple projects that need to be exported

or imported• Selection stored for re-use


Pegging and PRP Warehouse Order• In LN 10.3 for PRP Warehouse Orders pegging was only possible for

mandatory pegged items. Pegging the project cost can be useful for project warehouse orders that otherwise would not be pegged

• If an item is not pegged, an option is available on the PRP Warehouse Order to have the order pegged

• The Warehouse Order line, PIT and commitments will be created pegged or not, based on the Pegging flag (Y/N) on the PRP Warehouse Order


Multi Currency• Purpose:

• Capability to use original rate when booked in a period where rate changes have occurred

• Procedure:• In case of multiple functional currencies have option for separate amounts/rates by

currency on:• Sundry Cost Entry

• Interim Results

• Note: This is only if the multiple functional currencies parameter is enabled as part of Companies (tcemm1170m000)


Allow New orders for Contracts• More flexibility was requested on inactive contract lines• New Contract Parameters whether to allow new orders:

• While contract line is Free

• While contract deliverables have been shipped

• The first option allows to better handle situations in the startup phase• The second option allows to handle situations where additional items or

services need to be handled after the key contract deliverables have finalized


Cost Forecast• The Cost Forecast sessions by Cost Object have been extended with

Approval option• The Global Approving session (tpppc4200m000) allows to approve the

Cost Forecast for a wider range selection of projects• Only Approved Cost Forecasts will be considered for

• Cost Control (Monitoring)

• Interim Results (Revenue Recognition)

• Program Cost Ledger (BI)

• Note: Existing customers should after migration to LN 10.4 approve existing cost forecasts


• Approval mechanism in LN is basic and not suited if multiple persons are involved

• ION Workflow has extensive capabilities

• Support on approval for:• Material

• Subcontracting

• Sundry Cost

• Interim Results

Additional ION Workflow Support


Workflow Status of Document Interaction with ION

Infor LN Workflow ‘Authorization’

Draft(not effective)

Pending(not effective)

Approved(effective)

Rejected(not effective)

Submit


• Issue• Only Installments were considered

for the Cash Forecast in Financials

• More types considered like• Advances

• Deliverables

• Fees and Penalties

• Time & Materials / Cost Reimbursement

Cash Forecast (Financials)


Miscellaneous Topics• Contract and Contract Line selection added• Options to create Project from Contract Line and Deliverable• The Bid option in Estimating has been added to the Customer 360• The Bids session has been reorganized• The Elements session has been restructured

• Editable Grid

• Multiple sessions revisited to merge tabs and eliminate clicks• Hide OBS options if Activity Types are not used• Hide Plan (as part of activity) if not in use


Topics• Cost and Service Items • Budget Adjustment addition• External Scheduling Interface additions• Optional pegging of project based warehouse orders• Multi Currency• New orders for Contracts• Cost Forecasting• Workflow for project cost• Cash Forecast (Financials)

inforln.com erp ln 10.3 & 10.4 miscellaneous project enhancements

Software

export calendar

infor ln

items of type cost

calendar export optional

use of calendar

topics cost

project specific cost

calendar setup