SyteLine 9. Kathryn MacDonald, Senior Business Consultant

Transcription

1 SyteLine 9 Kathryn MacDonald, Senior Business Consultant 1

2 Disclaimer This 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. 2

3 Agenda SyteLine 9 Enhancements General Technical Platform; Add-on Products; Process Flows Multi Site Database Configuration Options; New Multi Site functionality Items Compliance Programs; What If Costing; Non-Inventory items; Use Up Functionality APS Multiple Planning Enhancements 3

4 Agenda Purchasing Vendor Split; Interactions; Surcharges Transfer Orders Shipping And Receiving Automation Customer Service Management Promotions Rebates Customer Shipment APproval Portals Reseller Portal 4

5 Infor SyteLine General Enhancements 5

6 Now Available - SyteLine 9 Infor SyteLine 9 is a major release of enterprise resource planning (ERP) application used by more than 5,000 customers around the world. Infor SyteLine is built upon the Infor 10x platform to incorporate broad support for Infor Ming.le, Infor ION and Infor Business Intelligence (BI). Infor SyteLine 9 features industry-leading features, highly flexible support for a single or instance multi-site database, and a superior advanced planning system (APS). 6

7 Technical Platform SQL: SQL 2008r2, SQL 2012 Windows Server OS: Windows 2008r2, Windows 2012 Clients: XP, Win7, Win8 Sharepoint 2010 Office/Projects: Office/Projects 2010, Office/Projects 2013 Browsers for WebClient IE10 (version tested ) IE9 ( ) Firefox (23.0.1) Chrome ( ) Safari (5.1.7) 7

8 Add-On Products The following add-on products will become part of SyteLine core: Point of Sale (POS) Manage over-the-counter cash transactions or phone-in requests where customers pick up or are shipped product/materials Return Materials Extensions (RMX) Improved management of the disposition process, including return to vendor processing, as well as providing direct integration to SyteLine Service Outside Process Management (OPM) Streamline the process of tracking and shipping materials from a standard SyteLine job to an outside vendor/service When the job material is moved into an operation flagged with an Outside work center, the system automatically creates a purchase order for the materials 8

9 Process Flows 9

10 Landing Page 10

11 Customer Flow 11

12 Projects Definition Flow 12

13 Overview Forms The Following Overview Forms are included Customer Service Forecast Planning Financial Process HR Employees Manufacturing Materials Management Project Header Projects Project Task Resources Purchasing Quality Control Unit Codes 13

14 Concept Form Bills of Manufacture 14

15 Concept Forms The Following Concept Forms are Included: Back-Flush Hierarchy Batching Bills of Manufacture Chart of Accounts Costing CRM Data Collection EDI Forecast Supply Flow Features Options Configuration Financial Statements Forecasting Financial Journals Materials Planning Multi-Site Diagram Multi-Site Division Multi-Site Capabilities Service Management Infrastructure Administration Product Configuration Financial Management General Process Flows Business Solution 15

16 Infor SyteLine Multi Site Enhancements 16

17 Multi Site SQL Configuration Options Site A Data / Code Site B Data / Code Site A, B, C Data / Code Site A and B Data / Code Site C Data / Code Site C Data / Code. 17

18 Pros and Cons - Single Instance Multi Site PROS Apply patches and service packs to only one database. UETs once for all sites AES logic once for all sites Adhoc reporting across sites Backup of fewer DBs CONS All sites must run the same version. Selling off a site Enterprise SQL required All sites must be on same SQL server Rebuilding an index will lock table for all sites 18

19 Multi-Site Bill of Material Builder Copies current BOM, single level 19

20 Multi-Site Invoice Builder Selection Screen 20

21 Multi Site Invoice Posting 21

22 Home Forms Multi-Site Group 22

23 Multi Site Master Data Management Items, Customers and Vendors 23

24 Multi Site Sourcing at Order Entry Multi-site Source Button 24

25 Multi-Site Item Sourcing 25

26 Infor SyteLine Item Enhancements 26

27 Compliance Programs New Process User defined Compliance Programs Each low-level item can be flagged as compliant or non-compliant. When the flag is changed, a utility will process each item s indented bill-of-material and set the item to non-compliant if any item in its BOM is non-compliant. 27

28 Items Set Compliance (Only updateable on Low-Level Items) 29

29 Costing Analysis Workbench New Process Users can set up Cost Alternatives (i.e.. Summer 2014, Final 2013, etc.) Copy Current or Standard Routing to your Cost Alternative Perform What-If changes to Labor, Material and OH Rates Copy Approved Cost Rate changes to Live Compare your changes to Current, Standard, other Alternatives Freeze your Costing History 31

30 Costing Analysis Workbench Change Labor Rate of ST-100 to $10 and Roll up Costs 32

31 Non-Inventory Items 33

32 Items Material Use Up 34

33 Material Use Up Report Hard Break Date was Entered The Qty on Hand was calculated 35

34 Material Use Up Report Hard Break Date was not Entered The Estimated break date was calculated 36

35 Infor SyteLine APS Enhancements 37

36 Consolidation with Days Supply New consolidation algorithm: Days Supply Planning flag added to the Advanced APS tab of the Planning Parameters With Days Supply Planning selected, planning will take place in two phases. PLNs will be consolidated after the first phase. Consolidated PLNs will be planned as a new type of demand. The user will be able to specify their sequence priority from the APS Order Priority form 38

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40 Planning by Warehouse Add item/warehouse sourcing rules o Reserve for customer o Reserve for work center o Priority Add warehouse and item/warehouse constructs to APS model Support warehouse specification in APS demands/supplies As needed, generate planned transfers between default warehouse and distribution warehouses 42

41 Freeze Operations in the Scheduler New Functionality The existing Resource Gantt Chart Scheduler has been enhanced to allow freezing of the operations or orders on the schedule through a rightclick option. The frozen operations will be reflected in all Scheduling analysis forms and reports available to the user, including Resource/Resource Group Load Profile Scheduler, Resource/Resource Group Utilization Scheduler, Resource/Resource Group Schedule, Resource/Resource Group Dispatch List Report, Resource/Resource Group Summary Report 43

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43 Improved Global Planning of Planned Transfers Site A Site B Site C Item 1 Item 6 Item 2 Item 5 Item 3 Item 4 45

44 New APS Global Planning Logic Split site planning into two phases o Phase 1: Plan all demands o Phase 2: Safety stock preservation, consolidation, exceptions Sites are ranked and processed in priority order For each site Perform phase 1 planning Create planned transfers at supply sites Perform phase 1 planning on upstream transfers For each site Perform phase 2 planning 46

45 Add CTP Button to Estimate Jobs 47

46 What-If Analysis Views to SyteLine The list below shows the forms that will be added in SyteLine 9.0 (New) and those that will be Alternative enabled. New Forms Alternative Summary APS Alternative Summary Scheduler What If Scheduler Setup Matrix Existing Forms Delete Shift Exceptions (Add Alternative) What If Demand (add ATP/CTP button) Planning Detail APS What If Planner Order Priority 48

47 Jobs - Resource Sequencing Sort Setup New Form Can set up to six sequences 49

48 Resource Sequencing Added Fields 50

49 Infor SyteLine Purchasing Enhancements 51

50 Source Rules Source = Purchased by Item or Product Code 52

51 Vendor Interactions attachments 53

52 Surcharges New Functionality Material Item Contents Item Content Exchanges Item Content Prices Item Contents for Items Surcharge Rules Customer and Vendor 54

53 Purchase/Customer Orders Surcharge = [ ( Actual Price Base Price ) * Content Factor * Parm Factor ] Zinc - [ ( ) *.00450* 1] Copper - [ ( ) *.00832* 1] X 10 Units = approximately $450 55

54 Transfer Orders Automation of Shipping & Receiving 56

55 Combined Transfer Order Ship/Receive Select multiple lines 57

56 Infor SyteLine Customer Service Enhancements 58

57 New Form Price Promotions and Rebates 59

58 Rebates New Process Earned Rebate, Deferred Revenue, until Credit Memo is created Invoice Amount * Rebate Fair Value * (planned) Redemption Rate Effective and Expiration Dates Number of Periods (after Invoice Date) before Credit Memo expires Minimum Qualifying Amount (per Customer, per Program) Minimum Qualifying Quantity (per Customer, per Program) Campaign, Salesperson, Customer, Ship-To, Customer Type, Corporate Customer, End User Type, Product Code, Item or Warehouse on the Order Line 60

59 New Form Price Promotions and Rebates 61

60 Customer Shipment Approval Shipments accrue the Inventory and COGS values (In-Process) Customer Approval reverses the Inventory and COGS accruals Customer Approval relieves Inventory and posts COGS Customer Approval accrues the To-Be-Invoiced values (In-Process) Invoicing reverses the To-Be-Invoiced accruals Invoicing debits AR and credits Sales 62

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62 Portals 64

63 Customer Portal Solution Footprint *Shopping Features Intuitive Product Lookup Product Category Search Shopping Cart Review and Place Order Contract Pricing Account Details Order Status & Shipment Tracking Estimate Listing RMA Listing A/R Balance Invoice Reprint Promotions Videos Recommended Products Top Sellers Featured Products Communication Interaction Log Document Sharing Announcements Press Releases FAQs Portal Management Company Profile Settings User Profile Settings Inbox *Service Incident Entry & Inquiry Knowledge Base Query Registration *Requires SL FS+ module 65

64 Reseller Portal Footprint Shopping Features Intuitive Product Lookup Product Category Search Shopping Cart Review and Place Order Contract Pricing Account Details Order Status & Shipment Tracking Estimate Listing RMA Listing A/R Balance Invoice Reprint Commissions Due Promotions Videos Recommended Products Top Sellers Featured Products Communication Interaction Log Document Sharing Announcements Press Releases FAQs Portal Management Company Profile Settings User Profile Settings Inbox Reseller customer management *Service Incident Entry & Inquiry Knowledge Base Query Product Registration Service Order Query Service Order Transaction Entry *Requires SL FS+ module Text in yellow indicates functionality unique to the reseller portal user. 66

65 Vendor Portal Solution Footprint Order Visibility Orders Purchased Orders Planned for Purchasing Ability to convert PLNs On Time Delivery Metrics Vendor Pricing Pricing Contracts Price Requests Inventory Management Inventory Level Projection Consigned Inventory Visibility Communication Interaction Log Document Sharing Announcements Press Releases FAQs Portal Management Company Profile Settings User Profile Settings Inbox 67

66 Customer Portal Online Ordering Reviewing and submitting orders Quick Order functionality for business-tobusiness customers Prompts visitors to register and log in prior to submitting an order 68

67 Customer Portal Service Management Unit Registration Log Ownership Knowledge Base Troubleshoot or find known issues Incident Entry & Inquiry Log a new issue Check status of existing 69

68 Portal Administration (Home page) 70

69 SO Much More! For more information see What s New Document on Infor Xtreme 71

70 What s Next? 72

71 Infor SyteLine Roadmap V V v V V x Social, & UX Mongoose 9.00 Single Instance Multi Site Automotive Suppliers Reseller Portal Business Intelligence MES Time Track Warehouse Mobility Promotions & Rebates Surcharges CO/PO Analytics-Business Vault Reporting-Business Vault 508 Accessibility FISMA Compliance Automotive Industry Pack Infor AutoConnect Japan Localization Thailand Localization Germany-EU Localization Infor Quality - standalone PCM Integration Enhancements PCM Document Automation AR/AP offset AR Automation- Chargebacks Service Pack Printing & Packaging Industry Pack - II ITAR Portal Configuration Warehouse Mobility Mongoose IFRS Certification Business Intelligence Enhancements Manufacturing Views Thailand Localization SCE-Whse & Trans Mgmt Service Pack Micro Vertical Process Pack Molding Industry Pack Service Mobile Local.ly Japan Drafts India Localization- II Dutch, Korea, Vietnam, Peru PCM Enhancements Service Pack Micro-vertical Packs MES/Machine Integration Integration Improvements Cores/Remanufacturing Pack Approva-Separation of Duties Employee Self Service Portal Infor Financials Infor Quality - Integration Multi Currency CO/PO Document Lifecycle Gramercy Park UX APS Enhancements China Golden Tax CRM Enhancements 73

72 Thank You!. 74