inforln.com personalizing and customizing erp ln applications in infor ln 10.4

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

LN-1005 The Path to AgilityPersonalizing and extending the LN applications without using source code

Bram Vijfhuizen, Sr. Product Manager, DevelopmentHarold Vrieling, Sr. Director, Development

3Copyright © 2014. Infor. All Rights Reserved. www.infor.com

What keeps our customers awake…

Globalization and

Technology Change

Increasing Customer Demands

Growth and Business

Model Innovation

Increasing Complexity – Organization Product and

Process

Demographic Shifts and New

Media

Compliance and

Sustainability


Our strategy

Architecture of the

Internet

Cohesive, upgrade-proofapplications

Micro-verticalssuites

Deep, last mile features for industry

sub-sectors

Beauty

Compelling user interfaces and consumer-

grade experiences

Cloud

Flexible and proven cloud solutions for select industries

6Copyright ©2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Achieve Rapid Time

to Value Simplicity

Excel at Performance

Scalability and

Availability

Deliver on Agility

LN Technology Values

7Copyright ©2014 Infor. All rights reserved.

Achieve Rapid Time to Value


v

• Precanned ION and DEM content packs


Deliver on Agility


Better Alignment of IT to Business Needs

Quickly Deliver New Capabilities

to Support Business

Streamline Compliance and Mitigate

Risks

Support Market Expansion /

Shrinkage via IT Infra

Optimize Business

Processes

Optimize / Shorten Supply

Chain

Easy LN Upgrades


Infor LN Extensibility Model

Customer Defined Fields

User Exit DLLs

In-Context Modeling

Personalization

Enable customers to extend Infor LN business logic without owning LNs standard source code

UILN Object Logic UI integration


Customer Defined Fields (CDF)


Customer Defined Fields

My New Field:


CDF enhancements since ES 10.3• Create your own enum datatype

• List datatype

• Manipulation of CDFs via Expression Modeler• Conditional Formatting of CDFs • Easy SQL supports CDFs• Use reference to CDFs in reports• Use form references to CDF in other tables 10.4


Business Benefits

• Customer Defined Fields (CDFs)• User Exit DLL

• until ES 10.3.1 dependent on Data Access Layer

• ES 10.3.1 enables extensibility if no Data Access Layer (DAL) is in place

• Programming CDFs with User Exit DLLs• Externalize modifications

• Infor 10x – ION and complementary applications to complement Infor LN

• Rapid Time to Value

• Ability to personalize the application with all the associated benefits of increased usability, productivity, process fit

• Increased agility by avoiding source code modifications

Extending the LN solution


Personalization


Personalization• Simplication of Look-and-Feel• Role-based control• Deployment per user, role or company• Majority is insensitive for upgrades• Model once - reuse anywhere


Components• Forms• Toolbars• Messages• Questions


Personalization - Where is it ??


Personalize Forms


Personalize Forms• Hide / Show Fields• Reorder fields• Emphasize labels with

color• Change fields state

• Mandatory input

• Read-only (Integrations)

• Rollback change• Reset personalizations


Personalize Toolbars• Hide / Show buttons• Change application icons

• Hide / Show buttons

• Change application icons


Personalize Menus• Hide/Show commands• Set default report


Suppress Messages and Questions• Suppress irrelevant dialogs• Set in User Profile


Configuring LN System and Users


Streamline Output ProcessQuickflow


Quick Flow - Streamline Output ProcessPaperless Office - Cloud

• Force paperless printing

• One-click Print

• Program Print button

• Suppress Selection Dialogs

• Default Device Selections


Print Settings – Forcing devicesForce electronic output formats• HTML• PDF

• Infor Reporting strategy


Print Full Range vs Selection RangeQuick Flow• Only with row

selections


Simplifying Output Device SelectionNow in one dialog• Device Tab• Options Tab


Quick flow - Enabled or not ?

• Check • means ON

• Unchecked • means OFF

• no defaults

• saved defaults


Administration of Personalization Features


Administration - Repository• Stored in Tools

repository


Personalizations – Model and DeployBest Practise• Model personalization• Deploy to right level

• User

• DEM Role

• Company


Import Personalizations• Prevents overwrite• Prints conflicts• Skip conflicts

38

Conditional Formatting


Emphasize LN data • Color fields and/or rows• Alert icon as row marker• Tooltip


Conditional Formatting - Administration• XML export formatting rules• From specific export user• Convert to System level

41

In-Context ModelingUI integration


Context

Context


General concepts• Application integration

• Data level: Business Object Documents

• UI level: Context Messages

• Web Parts• Context Messages

• Sent by core application on certain events

• Record selection

• Field modification

• Web parts subscribe to context message types

User experience: The LN system shows me relevant information based on what I’m doing


• Web Parts• Related Information

• In-Context BI

• Map

• Package Tracker

• ...

Web Parts vs Context Messages• Context Message

• inforBusinessContext

• inforBusinessContext

• Address, multipleAddress

• packageInformation

• …


General concepts• Context messages are sent in JSON format • sendMessage('inforBusinessContext',{"screenId":"infor.ln_tcmcs0145m000","contextId":"102412150622_26567_13","logicalId":"lid://infor.ln.nlbaltoolsdev-432","entities":[{"drillbackURL":"?LogicalId=lid://infor.ln.nlbaltoolsdev-432&ICMDrillback=true&Session=tcmcs0145m000&SessionIndex=1&Filter=ABC&Mode=32","id1":"ABC","name":“Area","entityType":"tcmcs045","accountingEntity":"infor.ln.432","readonly":false}]});

• Ming.le also reacts on business context message • Posts

• Messages

• Drillback to application screen from which the context message was sent


Implementation in Infor LN• Context is based on current record in the session• Referenced information can also be sent in context message• Example: For Sales Order Line we may be interested in:

• Sales Order Line

• Item

• Sales Order

• Business Partner


Implementation in Infor LN• Messages not hard-coded • Each table / session requires In-Context Model

• Which context messages to be send ?• In-Context Library generated

• In-Context Library constructs and sends context messages at runtime


Example

Order

Line

Item Unit

UnitCustomer

Address

Warehouse

Address

= business context

= address

= package information


Example• Line can inherit all messages of referenced tables

Entity Context Messages

Line

Warehouse

Address (1)

Order

Customer

Address (2)

Item

Unit (1)

Unit (2)

Looking at Line:

• 9 entities in Related Information

• 1 package in Package Tracker (order)

• 2 addresses on Map (warehouse and customer)

Looking at Address (1):

• 1 entity in Related Information

• 1 address on Map


• Generates default implementation

• Regeneration after adding context message types or changing data model (reference model)

• Modeling in Application Studio

Implementation Model Generation


Modeler


LN-1005 The Path to AgilityPersonalizing and extending the LN applications without using source code

Bram Vijfhuizen, Sr. Product Manager, DevelopmentHarold Vrieling, Sr. Director, Development

inforln.com personalizing and customizing erp ln applications in infor ln 10.4

Technology

modifications infor

infor ln business logic

infor ln rapid time

ln applications

business processes

business needs

agility ln technology

cdfs use reference