Infor ERP XA Project Manufacturing

Infor ERP XA Project Manufacturing Mark Shubel Lexel Corporation

According to Wikipedia Project Management - the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives.

Life of a Project Conception Quote/Estimate Production Change Orders Milestone/Progress Billing Shipment Post Sales Installation Warranty Training Repairs

Components of a Project Management System Estimating Cost Accumulation Accounting/Billing Traditional ERP Performance to Budget Critical Path Scheduling

End-to-End Project Costs Estimating Engineering Production Post Sales A Seamless, Integral Part of Infor ERP XA Formerly Contract Accounting/CA Plus Addresses Project Manufacturing/Make-to- Order/AD/Requirements

Organizes Costs/Hours from Multiple M.O.s By Project Phase Project Model Real-Time Cost Traceability from Source Transaction Estimate Processing Interfaces to New Service Management Application

Some CA Plus Customers 7

Purchase Directly to a Project Actual Issue Standard Components to Projects Standard Average Last Cost

Labor is Calculated PCC - Average Payroll - Actual Table Driven Overhead Year- End Adjustment

All Charges are Made to Manufacturing Orders PRM Relates These to Project Costs by Phase Users May Create M.O. s with Desired Detail Routings Bills of Material

Project Inventory Enables Inventory Statistics by Project Usage Cost On-Hand Lead-times Location/Lot/Serial Number Control MRP by Project

Manufacturing Orders Labor Actual Cost Purchases Manufacturing Order Material Issues (IP IU) Overhead

M.O. Personalities Project Model Project Manufacturing Manufacturing Order PC&C BOM Cost Elements Routings Misc

The Project Model (WBS) Company Project (COM Order) Project Line (COM Line) Project Level (User defined) Project Manufacturing Order Project Cost Element (M,L,O) Project Detail Transaction

Project Model Example Company 1 C000333 Customer-100 Line 1-1000 Generators Level 1 - Engineering M000033 - Part 550111 Element - 170 Assembly Labor Detail- 50 hours emp-50 M000034 - Part 550122 Level 2 - First Year Production Line 2 - On-Site Installation

Accumulation Buckets 6 Accumulation Buckets By Phase Period Hours/Cost Fiscal Year Hours/Cost Inception to Date Hours/Cost PC&C without PRM By M.O. Only Period Hours/Cost Inception to Date Hours/Cost

Cost Elements User Defined Cost Elements Material/Other Direct Charges Labor Overhead

Labor Routings Detail Selected by User May be Defined at M.O. Release Detail Routing 0010 Insert part A into B 0020 Insert part B into C 0030 Inspect B 0040 Inspect C 0050 Test Cost Elements 170 Assembly 175 Inspection 180 Test

Actual Material Cost User Defined Charges Outside Services Set-up Material Categories Entered Through... Accounts Payable Production Control and Costing Element Description Cost 1800 Purchased Parts 12000.00 1900 Subcontracting 50000.00 2000 Shipping Materials 6000.00

Material Issues Planned Issues BOM exists Known at M.O. Release Unplanned Issues Any Inventory Item Item Number Cost Cost Element 911 150.00 921 200.00 185 Stock Items

Project Management PRM Receives Data From.. Inventory Transactions Payroll Production Labor Reporting PM&C/Paperless Accounts Payable/IFM

How PRM is Updated PC&C PM&C Paperless I/M CAINT DATAQ AM9MU UJOB XREF M O D E L A/P P/R G/L INTERFACES

Estimate Processing Estimates Entered by Phase Hours and Dollars Rolled up to Project Optionally Add Estimate Periods (by Time) Estimates by Period by Element Costs are Accumulated and Populated

Project Model Example Company 1 C000333 Customer-100 Line 1-1000 Generators Level 1 - Engineering E000001- Estimate Element - 170 Assembly Labor Estimate 65 hours 700.00 01/01/07-03/30/07 40 hours 400.00 04/01/07-06/30/07 25 hours 300.00 M000033 - Part 550111 Element - 170 Assembly Labor Detail- 50 hours emp-50

Actual Purchase Cost Purchase to Project Phase

Project Model Example Company 1 C000333 Customer-100 Line 1-1000 Generators Level 1 - Engineering M00033- Advanced Purchases Element - 180 Purchased Parts P.O.123 Part 55001122 M000033 - Part 550111 Element - 170 Assembly Labor Detail- 50 hours emp-50

Overhead Processing Overhead Pools Pools Contain Groups of Element Rates Allows Unique Rates by Element IE: Material @ 20% Assembly Labor @ 125% Quality Labor @ 200% Assign Pools to Projects

Reporting Project Summary Visual Explosion of Work Breakdown Structure Costing Reports Company Project Line Level Manufacturing Order Detail Transactions Update Register

OLAP Analysis Extract to Excel Pivot Table Allows Slicing and Dicing of Project Costs

Report Format Period YTD JTD Hrs/Cost Hrs/Cost Hrs/Cost 170 L 171 L 172 L Total L 180 M 181 M 182 M Total M 190 O 191 O Total O Total

Screen Flow

Project Costs/Hours by Period Year Inception to date Unlimited Cost Elements Organizes Cost for Multiple M.O s Fully Integrated No Duplication of Data