SyteLine 9 Kathryn MacDonald, Senior Business Consultant 1
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
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
Agenda Purchasing Vendor Split; Interactions; Surcharges Transfer Orders Shipping And Receiving Automation Customer Service Management Promotions Rebates Customer Shipment APproval Portals Reseller Portal 4
Infor SyteLine 9.00.00 General Enhancements 5
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
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 10.0.9200.16660) IE9 (9.0.8112.16421) Firefox (23.0.1) Chrome (29.0.1547.62) Safari (5.1.7) 7
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
Process Flows 9
Landing Page 10
Customer Flow 11
Projects Definition Flow 12
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
Concept Form Bills of Manufacture 14
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
Infor SyteLine 9.00.00 Multi Site Enhancements 16
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
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
Multi-Site Bill of Material Builder Copies current BOM, single level 19
Multi-Site Invoice Builder Selection Screen 20
Multi Site Invoice Posting 21
Home Forms Multi-Site Group 22
Multi Site Master Data Management Items, Customers and Vendors 23
Multi Site Sourcing at Order Entry Multi-site Source Button 24
Multi-Site Item Sourcing 25
Infor SyteLine 9.00.00 Item Enhancements 26
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
Items Set Compliance (Only updateable on Low-Level Items) 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
Costing Analysis Workbench Change Labor Rate of ST-100 to $10 and Roll up Costs 32
Non-Inventory Items 33
Items Material Use Up 34
Material Use Up Report Hard Break Date was Entered The Qty on Hand was calculated 35
Material Use Up Report Hard Break Date was not Entered The Estimated break date was calculated 36
Infor SyteLine 9.00.00 APS Enhancements 37
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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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
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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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
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
Add CTP Button to Estimate Jobs 47
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
Jobs - Resource Sequencing Sort Setup New Form Can set up to six sequences 49
Resource Sequencing Added Fields 50
Infor SyteLine 9.00.00 Purchasing Enhancements 51
Source Rules Source = Purchased by Item or Product Code 52
Vendor Interactions Email attachments 53
Surcharges New Functionality Material Item Contents Item Content Exchanges Item Content Prices Item Contents for Items Surcharge Rules Customer and Vendor 54
Purchase/Customer Orders Surcharge = [ ( Actual Price Base Price ) * Content Factor * Parm Factor ] Zinc - [ ( 1906.78149 1320) *.00450* 1] Copper - [ ( 7615.99244 2500) *.00832* 1] X 10 Units = approximately $450 55
Transfer Orders Automation of Shipping & Receiving 56
Combined Transfer Order Ship/Receive Select multiple lines 57
Infor SyteLine 9.00.00 Customer Service Enhancements 58
New Form Price Promotions and Rebates 59
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
New Form Price Promotions and Rebates 61
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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Portals 64
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
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
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
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
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
Portal Administration (Home page) 70
SO Much More! For more information see What s New Document on Infor Xtreme 71
What s Next? 72
Infor SyteLine Roadmap V9.00.00 2013 V9.00.10 v.9.00.20 V9.00.30 V9.01.00 2014 2014 2015 2015 10x 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
Thank You!. 74