Infor SyteLine ERP Updatewebinars1.infor.com/AMERICAS/20130916-SyteLine.pdf · Home Forms...

1Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 1

Infor SyteLine ERP UpdateDinah Gradis

Director, Product Management

Sept 2013

2Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Over 27 Years of SyteLine


Infor 10x ERP Strategy • Solve old problems in new ways

• Ming.Le powered social collaboration technologies embedded in core business systems.

• Take your technology for granted

• Systems that are beautiful, familiar, and easy to use.

• Make sure out of office doesn't mean out of touch

• Put information at employees' fingertips.

• Systems without borders – Internet architecture

• Technology that turns silo systems into synchronized ones.

• Get software that talks back

• Exceptions and alerts delivered automatically

• Drill down into issues and take steps necessary to resolve problems anytime, from anywhere

LN

SyteLine

VISUAL

Industry Applications


Integrations

BI/BAMF

Motion Apps

WMS

BusinessVault

Infor SyteLineWarehouseMobility

Infor Reporting

CPM

PLM

Supplier / AutoExchange

Channel Sales

EAM Ming.le


Starter Package for SyteLineSKU Description U/M Restriction

Package Distribution

MGF-TRANSACTION-USER Mongoose Runtime Users Concurrent 10 Concurrent UsersION-PROCESS-BV ION Process w Vault Core (1) Restricted Use for Ming.le - ERP

Connection with Alerts and Tasks -RESTRICTED TO ERP USER BASIS /USAGE

WSP-MINGLE-USER Ming.le Enterprise User Named 100 Named UsersSYT-SL8-DEV SyteLine 8 Developer Concurrent or Named Matching ERP Transaction User

Method - Named or Concurrent - QTY of 1

PACKAGE PRICE Fully Discounted $12,000

Note: Any additive users over the fixed package will be sold at standard pricebook rules and discounting apply.


Infor SyteLineInvestment Objectives• Mid-market Manufacturing Leadership – TCO Competitiveness Bolster leadership in mid-market manufacturing globally by honing TCO with the industry and manufacturing solutions you need to minimize the need for customizations.

• Micro-vertical Functionality – Specialize by Industry

• Printing & Packaging Automotive Suppliers Distribution for Mfg

• Electronic Signature Service Management Multi Site

• Dimensional Inventory Approved Manufactures Shop Floor Automation

• Molding & Fabrication Aerospace & Defense Business Intelligence

• Installed Base Upgrades – New Technologies

Enable upgrade opportunities for customer base: Social, Mobile, UX, Cloud, and Analytics

• Installed Base Extension Apps – Packaged Integrations

Provide expansion opportunities in the installed base with packaged integrations to PLM, XM, EAM, Inforce/Salesforce, Motion applications, eCommerce, BI, Supply Web, EDI, SCE, etc.


20152012 2013 2014

Infor SyteLine Roadmap

• Printing & Packaging• Workbench Search• Pick/Pack/Ship

Workbenches• Inforce/Salesforce/ION• Road Warrior/ION• eCommerce/ION• XBRL Edgar Online• IGF/Varial German

Financials• India Localization

• Social & Mobile & UX• Mongoose 9.00• Single Instance Multi

Site• Automotive Suppliers• Reseller Portal• Business Intelligence• MES –Time Track • Warehouse Mobility• Promotions & Rebates• Surcharges CO/PO• German Localization• 508 Accessibility• FISMA Compliance

• Automotive Suppliers• Infor AutoConnect• Molding & Fabrication• A & D suppliers• Distribution for Mfg• Print & Pack-Planning• Infor Quality• Analytics-Business Vault• Reporting-Business Vault• Dimensional Planning• Japan Localization• PCM Integration • Document Automation

• Micro-vertical Packs• MES/Machine Integration• Integration Improvements• Tablet-Shop Floor• 2nd Phase UI• 2nd Phase Industry Packs• Complete & Replace Time

Track• Complete & Replace Doc

Mgmt• Cores/Remanufacturing• Approva-Separation of Duties

v8.03.10 v.9.00.00 V9.00.10 V9.01.00

• Globalization• Dimensional Inv• Electronic Signature• Approved Mfg• IFRS Certification• Feature/Function• PLM Integration*• Expense Mgmt/ION• EAM/ION*

v8.03.00

2011


Service Management

Solution Guide – Infor SyteLine – Updates for FY2014

Work Bench Suite

Core Top 7 Extend

Warehouse Mobility

Quality

Product Lifecycle Management (PLM)

Other Extensions

EPAK/Content Inforce/Salesforce CRM

Infor Mongoose

Infor Ming.le

Infor ION

Product Configuration (PCM) Road Warrior/Motion

Forecasting

Time Track

SytePlan (S&OP)

Infor BI for SyteLine

SyteLine ERP SyteLine Developer

SyteLine Report SourceSyteLine CRMSyteLine Mobile

SyteLine Portals

The % represents the typical attachmentrate for that defined applications/businessprocess.

Represent the “core” elements thatshould be attached to each “netnew” transaction.

Additional business process / applications.

MS SQL Server

Welcome

Solution Map SyteLine v9

Copyright © 2012. Infor. All Rights Reserved. www.infor.com 9

Expense Management (XM)

Enterprise Asset Management (EAM)

eCommerce (B2B,B2C)

AutoConnect

Document AutomationSupplyWeb

SCE (Warehouse & TMS)


Coming in the Fall – SyteLine 9


Where Did We Focus?• Multi-Site

• BOM and Invoice Builder

• Home Forms

• Added Site Group – Excel Financials

• Data Management – Customer, Items, Vendors

• Sourcing Logic – Order Entry

• Single Instance

• Financials

• Multi-Books and Calendars

• Analysis Dimensions

• What-If Costing Analysis


Where Did We Focus?• Pricing, Promotions, Rebates

• Surcharges

• Compliance – RoHS & REACH

• Process Overview Forms

• APS

• Work Center Scheduling & Sequencing

• Freeze Operations in the Scheduler

• Planning by Warehouse

• Portals

• Customer Portal – Order Entry

• Reseller Portal

• So much moreFF..


Multi Site


Multi-Site Bill of Material Builder • New Process

• SyteLine users will use the new “Multi-Site Bill of Material Builder” form to copy an item’s current bill of material to selected sites.

• Not in Scope

• The new builder will not copy the Standard Bill of Materials, only Current.

• Only a single level Bill of Materials will be copied, not the indented (Full) BOM.

• This functionality has no impact on the ECN process.


Multi-Site Invoice Builder• New Process

• Print Invoices and Credit Memos for many Sites

• One Base Site, many Target Sites in your Intranet

• Regular, Blanket or Progressive Billing Invoices

• Alphanumeric Builder Invoice Number (Site ID + Invoice Number)

• Reprint Invoices and Credit Memos for all Sites

• Multi-Site Invoice Posting (one Site at a time)


Invoice BuilderSelection Screen


Home FormsMulti-Site Group added to Buyer, Controller, Inventory Control, Production Planner, Customer Service, and System Administrator Home forms


Multi Site Master Data Management• Items, Customers and Vendors


Sourcing Info at Order Entry• New Process

On entry of a customer order line item, user will be given more information to determine which site to ship from.

• I do central order entry at my Ohio Site but where best to make and ship the product?

Who has inventory? Who has capacity?

Who is closest to the customer?

Texas

Iowa

Ohio


Customer Order LineMulti-site Source Button


Multi-Site Item Sourcing


Single Instance Multi Site Options

.

Site A Data / Code

Site B Data / Code

Site A, B, C Data / Code

Site C Data / Code

Site A and B Data / Code

Site C Data / Code


Key Points• User will not know which SQL structure is being used

• User will still only have view/permissions based on the site they log into

• Multi Site functionality will be the same across all SQL structures

• When multi sites are in a single SQL database, we will require SQL Enterprise (Data Partitioning)

• When all sites are in their own SQL database, you will be able to use Standard or Enterprise SQL

• Routines will be available to combine individual sites into a single SQL database.

• In the future, we are planning a routine to split a site from a SQL database.


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


SL 9 New Schema Structure• Most all database names have been changed.

item = item_mst

customer = customer_mst

co = co_mst

job = job_mst

• Each _mst table will have a new site_ref column.

• site_ref will be a part of every index


SL 9 New Schema Structure• We made very few code changes to SyteLine to support this new structure.

• New SQL views

• Every table that was renamed to _mst will have a view of the old name.

• item, customer, co, job, etc will be SQL views

Item ViewSELECT * FROM item_mstWHERE site_ref = CONTEXT_INFO())GO

• Any code you have developed can continue to call the same table names.


SL 9 New Schema Structure• When all sites are in single database, _all tables will not be used

• When connecting using initsessionsp you will now be required to pass site as a parameter.

• Reports Task:

• Modify .rdl(s) to pass in BG_SITEID as a parameter to the Sp.

• Modify report stored procedures that are being called from an rdl:

• to accept a parameter @pSite SiteType = NULL

• And then pass this parameter to dbo.InitSessionContextSp or dbo.InitSessionContextWithUserSp, whichever is being used.


Finance


Financial Sets of Books (FSB)• New Process

• SyteLine will now allow for multiple Financial Sets of Books as well as the ability to have a separate year end adjustment period and financial calendars with different year end dates.

• Overview

• Allows multiple Financial Set of Books (FSB) to be created in SyteLine

• An FSB allows a new ledger to be recorded. The new ledger can contain any combination of the following:

• Different accounts than the General Ledger (GL)

• A different currency than the GL (non-domestic currency)

• A different financial calendar than the GL (different periods / fiscal year)

• The new FSB can be used for governmental or internal company reporting where a ledger other than the GL is required


Multi – Financial Sets of Books


Ledger Posting

10000

11000

30000

50000

FSB 1(same as GL)

10000

11000

30000

50000

General Ledger

55000

56000

FSB 2(domestic currency)

10000

25000

35000

FSB 3(non-domestic currency)


Analysis Dimensions• New Process

• Other tables can be linked to the Chart of Accounts

• Allows you to Analyze Ledger transactions

• By Customer, Vendor, Item or other tables

• Include constants and user-defined formulas

• Export to Excel and other tools for further analysis


Analysis DimensionsNew Form – Chart of Accounts Dimensions


Analysis DimensionsNew Form – Chart of Accounts Details


Costing Analysis WorkbenchNew 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


Costing Analysis Workbench


Promotion Pricing


Promotion Pricing• New Process

• Effective and Expiration Dates

• Minimum Order Quantity, Minimum Order Line Value

• Promotion based on

• Discount Percent

• Discount Amount

• Fixed Price

• Free Quantity (Buy 4, get 1 free: Order Quantity = 5)

• Campaign, Salesperson, Customer, Ship-To, Customer Type, Corporate Customer, End User Type, Product Code, Item or Warehouse on the Order Line

• Maximum Promotion Amount and Quantity


New FormPrice Promotions and Rebates


Promotion selected on CO Line

* Item price is $10.50


Rebates


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

• Note in Scope – SyteLine Portals


New FormPrice Promotions and Rebates


Customer Order Lines


Earned Rebates


Credit Memo


Surcharges


Surcharges• New Functionality

• Material

• Item Contents

• Item Content Exchanges

• Item Content Prices

• Item Contents for Items

• Surcharge Rules

• Customer and Vendor


Customer Order Lines


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


Order Invoice


Compliance Programs


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.


Compliance Programs


ItemsSet Compliance (Only updateable on Low-Level Items)


Item Compliance Assignment Utility


Process Overview Forms


Landing Page


1. Shape turns orange when you click on it. 2. Green square uses the Form Launch style sheet and only provides a visual cue to the user that the double-click action will launch a SyteLine form. This indicator will be present only when the double-click event is specified for the SL Form shape. 3. Red triangle (inverted) uses the RightClick style sheet and only provides a visual cue to the user that a tooltip or mouse right-click menu is available4. Mouse right-click menu will launch form events. Help is included by default. 5. Tooltip replaces lists that had been included with some "BSC" static right-click menus.


Customer Flow


Projects Definition Flow


Jobs – Resource Sequencing


Jobs – Resource Sequencing• Current Functionality

• The existing process allows users to manually move operations around, one at a time, within a Resource using the Resource Sequencing form. Changes made here are visible on the Resource Dispatch List Report but are not honored by Scheduling.

• New Functionality

• A new form, Resource Sequencing Sort Setup, will allow users to select up to six fields from the following tables: job, jobroute, item, coitem, co, for a given Resource. These new fields will display on the Resource Sequencing form. Users can choose to Sort operations by these fields. Once sorted the system will re-set the Operation Start and End Dates accordingly. There will be the added ability to Freeze/UnFreeze operations for the next Scheduling run. When a job operation is Frozen, it and all its previous operations are also Frozen. During a Scheduling run all Frozen job operations will be honored by standard Scheduling.

• This new process is optional to users.


Resource Sequencing Sort Setup New FormCan set up to six sequences


Resource SequencingAdded Fields


Freeze Operations in the Scheduler


Freeze Operations in the Scheduler• Current Functionality

• Using the Resource Gantt Chart - Scheduler form, manually alter the time frame or the sequence of scheduled job operations to be performed by a particular resource.

• If using the “Use Planning Output for Scheduling” the user is able “freeze” jobs, otherwise any alterations are not honored the next time the Scheduler is run.

• New Functionality

• The existing Resource Gantt Chart – Scheduler has been enhanced to allow freezing of the operations or orders on the schedule through a right-click 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


Planning by Warehouse


Planning by Warehouse• Warehouse Types

• Default warehouse

• Location of all manufacturing planned by APS

• Distribution warehouse

• Can maintain supply for defined items

• Unsatisfied demand met by transfer from default warehouse

• Dedicated warehouse

• Not seen by APS Planning


Current Functionality

• APS planning model supports only the main warehouse

• Dedicated and distribution warehouses hidden from APS

• All other warehouses are treated collectively as a single entity

• SyteLine 8.03 added the ability to feed APS distribution warehouse demands in a pre-processing step


New Functionality

• 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


Portals


SyteLine PortalsFeature Summary

• Online ordering• On Account or Credit Card• Break Price visibility• Drop Ship• Per-site pricing and CTP for B2B• Products Category Search• Contract Ordering / Quick Ordering

• Order Status with Shipment Tracking• Account Balance / Invoice Reprint• Customer Interactions• Service (FS+)

• Incidents and Knowledge Base• Unit Registration

Customer Portal

• Current Purchase Orders• Future Planned Orders• On Time Delivery Statistics• Consigned Inventory Management• Inventory Level Projections• Product Price Contracts• Item Price Requests Across Vendors• Vendor Interactions

Vendor Portal

All Customer Portal Functionality plus:• Customer Management• Commissions Due• Pose-as Customer• Service (FS+)

• Orders• Order Transactions

Reseller Portal

• Order Entry: Pre-login product browsing with cart, B2C user can create account and check out via credit card.• Beautiful: Dynamic browsing experience that leverages the user interface power of modern browsers. Five out-of-the-box style themes that can be customized or used as-is for fast deployment. Contextual data where you need it.

• Multi-site: Users see a single view of their data automatically consolidated across SyteLine sites.• Customizable: Architecture that enables UI and business logic changes without knowledge of web programming languages. Automatically tracks modifications to keep them separate from Infor code eliminating conflicts during patches and updates. Dynamic restyling on the fly based on who logged in or other criteria.

Highlights & Objectives


Customer Portal


Reseller Portal


Vendor Portal


Transaction Activity

ConversionsPending Approvals

Multiuser Inbox

Failed Events


SO Much More!

For more information email:

[email protected]

[email protected]


Infor SyteLine in the Cloud – Re-launch• Multi-Tenant

• Put a “Bow” around it

• Single Instance Multi-Site

• No Developer, Report Source, or Source code

• One Forms Database, Named Users Only, max 100 users

• Only Mongoose Products

• All server Admin performed by Cloud team

• Reporting

• Workbench Suite

• Required SQL Enterprise

• Governance rules

• Ability to monitor processes like reports, save transactions, and events so that we eliminate the effect on other tenants


Infor SyteLine in the Cloud – Re-launchSingle –Tenant

• Put a “Bow” around it – but allow for A la carte for an additional fee

• No limitations on Multi-Site

• Only Mongoose Products

• Shared server Admin between customer and AMS

• Reporting

• SSRS – Customers can create their own reports

• Personalizations - allowed

• Required SQL Enterprise

• ION is an option


SyteLine BI Analytical Cubes• 10 SyteLine BI Cubes

• Account Receivable Analysis

• Bookings Analysis

• Business Performance Analysis

• Financial Income Analysis

• Inventory Analysis

• Job Efficiency Analysis

• Material Scrap Analysis

• Sales and Product Contribution Analysis

• Sales Delivery Analysis

• Vendor Received Analysis


Four SyteLine Dashboards

• Finance

• Inventory and Purchasing

• Manufacturing

• Sales


Summary• SyteLine BI is ready


Drill Through Detail – SyteLine 9• Present business performance details in addition to Dashboard overview

• Level 1 drill through detail reports


Drill Through Detail Reports• Level 2 drill through reports


When?


Don’t forgetSUN Conference – Columbus, OHOct 2-4, 2013www.sytelineusernetwork.com


What’s Next


What’s After SyteLine 9.00.00• Industry Pack – Automotive

• Industry Pack – Molding & Fabrication

• Industry Pack – Distribution for Manufacturing

• Industry Pack – A & D

• Industry Pack – Cores & Remanufacturing

• Employee Self-Service Portal

• SyteLine 9.00.10 – Service/Action Pack

• SyteLine 9.01.00 – Feature Pack


Questions


Infor DisclaimerThis 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.

Infor SyteLine ERP Updatewebinars1.infor.com/AMERICAS/20130916-SyteLine.pdf · Home Forms...

Documents

Transcript of Infor SyteLine ERP Updatewebinars1.infor.com/AMERICAS/20130916-SyteLine.pdf · Home Forms...