201505 Gear - Infor update

Evolution Mark Pinder

Release 12 – Quick Wins

Evolution 12 – Quick Wins

• Web Client – Standard Features• Desktop Builder - Customizations• Report Wizard• PDF Documents

• Creator

• Archiver

Web Client – Standard Features

• Larger Screen Layout with Frames and Better Field Alignment• Enhanced Usability

• Highlighting of Mandatory Fields, On Focus Indicator

• Field Icons• Dates, Email Addresses, URL’s, Post Codes

• Enhanced Functionality• Delete Option, On-Click Select

• Embedded Links on Fields with Codes• Part Number, Customer/Supplier, Buyer/Planner/Salesman, Invoices/Orders

• Drop-down List Selection• Enhance Tool-Tips

Web Client – Standard Features

• Standard Triggers• Generic Narrative• Bespoke Menus

Larger Screen Layout with Frames

Mandatory & On Focus Field

Fields Icons

• Browses – Wildcard Searches• Dates – Calendar or Date Picker• Post Codes – Link to Google Maps• Email Addresses – Mail To Option• URL Links – Open Link in New Window• Delete – Delete the Selected Item

Fields Icons

Fields Icons - Browse

Fields Icons – Post Code

Delete & On-Click Features

• Delete• On Multi-Line Screens (Emulates to *** Feature)

• Checks to see if there is anything to delete (pop-up)

• Confirmation of delete request with details (pop-up)

• On-Click• On Multi-Line Screens

• Tool-Tip Indicator

• Copies Output Fields to Input Fields

Delete Feature

On-Click Feature

Embedded Links

• On Fields that Contain Codes• Part & Drawing Number

• Customer & Supplier Code

• Buyer/Planner/Salesman/Employee/Requestor

• Invoices, Orders & Credit Notes

• Goods Receiving & Despatch Notes

• Requisitions & Quotations

• Sample ASP Pages (27) which open in a new Window• Pass the parameters to the ASP Page• Link to other systems, web pages, documents, etc.• Uses Triggers – up to 4 per screen – fixed or occurs

Embedded Links

Embedded Links – Part Number

Embedded Links – Customer Code

Embedded Links – Purchase Order

Drop-Down Lists

• 43 Pre-Defined Selection Lists (Text Files)• Displays Words rather than Codes• Restricts Entry to Items in the List• Reduces Errors

Drop-Down Lists (BSC72)

Enhanced Tool-Tips

• Provide Additional Information• Details of Print Indicators

• Provide Instructions• Click to Select

• Clarify Details• Delete Item ‘X’

• Identify a Field/Usage• Narrative Line Number

Enhanced Tool-Tips

The Numbers

• 800+ Screens Modified• 500+ Date Fields• 120+ Post Code Fields• 30+ Email Address Fields• 25+ URL Linked Fields• 3,400+ Delete Events• 3,300+ On-Click Events• 4,200+ Embedded Links (27 variants)• 200+ Drop-Down lists

Standard Triggers

• Standard Trigger Provide to Deliver the Previous List of Features• Global Field Triggers (Individual Fields and Occurs Fields)

• Other Screen Specific Triggers (Including ‘Field Toggle’)

• Can be used on Customized Screens• Recommend Copying and Editing Existing Triggers

Generic Narrative

• Can be used in conjunction with the Standard 60 Character Narrative• Assign Specific Narrative Lines• Free Format Entry• Cut and Paste Text• Tick to Select Print Indicators• Create ‘blocks’ of Narrative with Specific Print Indicators• Linked with Standard Narrative

Generic Narrative

Bespoke Menus

• Hierarchy Approach• User

• Section

• Company

• Default

• Bespoke ASP Pages• Include Links to Other Documents/Pages

Bespoke Menus – Main Menu

Bespoke Menus – Module Menu

Bespoke Menus - Company

Bespoke Menus - Department

Desktop Builder – Standard Features

• Snap To Grid• Enhanced Frame Control

• Expand/Collapse, Embedded Objects

• Enhanced Button Control• Images

• URL Builder• Dropdown Lists• Standard Triggers

Snap To Grid

Desktop Builder – Frames

• Expand/Collapse• On Screen Entry

• On Demand

• Embedded Objects• Fixed Links or Based on Linkage/Field Content

• Link to Documents, Web Pages, Other Systems

• URL Builder

Frames – Embedded Documents

Frames – Embedded Queries

Frames – Linked Documents

Frames – Linked Systems

Desktop Builder – Buttons

• Image or Text Display• Options

• Sub-Form

• Evolution Transaction (Inc. Generic Narrative)

• Refresh Frame Content

• Open In New Window

• No action

• Links• Fixed Links or Based on Linkage/Field Content

• URL Builder

Buttons with Images

Buttons with Links

Desktop Builder – Dropdown Lists

• Hardcoded List• List from a Text File• List from Default Values Table• Dynamic List from SQL Command

Report Wizard

• 65+ Sample Reports• 40+ Catalogues, spanning 8 areas of Evolution• 650+ Dataset Catalogues• 10 Report Styles/Layouts (Tables, Bar Chart, Filters, Index)• Sample Schedules• Generic and User Specific Reports• Customizable Links on Each Field

• Fixed Links or Based on Field Content

• Include Images• Cascade Reports• Embed in Web Client or Corporate Portal

Report Wizard

• Choose the Output Fields from the Catalogue• Create any Calculated Fields and Select Formatting Options• Decide how to Sequence the Output (Grouping, sorting, etc.)• Apply Selection Criteria to Filter the Results (Any field)• Include any Exception Conditions (Style sheet classes)• Select the Output Style• Email the Output Data as a CSV file• Publish the Report as an HTML Document• Extract the Output Data to Excel• Schedule the Report to Run when Required

Report Wizard

Report Wizard – Data & Options

Report Wizard – Sequencing

Report Wizard – Selection

Report Wizard – Exceptions

Report Wizard – Output (Data Table)

Report Wizard – Output (Bar Chart)

PDF Creator

• Produce Professional Looking Documentation in PDF Format• Deliver Output as Email and/or Print and/or Electronics Store• Delivery Mechanism Based on Setup and Configuration• Attach Additional Documents to Emails (e.g. Terms & Conditions)• Include logos, images, barcodes, etc.• Requires and XML Data Output File and a Forms Layout

• PDF Creator merges the data and the layout then delivers the resulting document as configured.

• Documents can be accessed through Web Client and Report Wizard• Requires PDF Creator Engine

PDF Creator

PDF Archiver

• Convert Any Evolution Reporter Output to PDF• Email to Requestor

• Store in Designated Location

• Configurable File Naming• Configurable Storage Location• Auto Landscape/Portrait Function• Component of the Corporate Portal• Requires PDF Creator Engine

PDF Archiver

201505 Gear - Infor update

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