M3 Localizations &Financials

Copyright © 2020. Infor. All Rights Reserved. Infor.com

M3 Localizations&Financials

Interactive briefing 28th September 2021 1

M3

Copyright © 2020. Infor. All Rights Reserved. Infor.comCopyright © 2020. Infor. All Rights Reserved. Infor.comInfor Product Name Release | March 2020

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.

Disclaimer


Contact persons for M3 Localizations

3

Lars Bremer

Sr Product Director

Herbert Schimanski

Product Director

Bruno Cabaret

Product Director

John Chandler

Product Director

Marcus Martinsson

Product Manager

Catharina Helgesen

Product Manager

Andreas Barkarö

Associate Product Manager

Erik Nordman

Associate Product Manager

Per Jodren

Development Director

Sara Nordlinder

Development Manager

Peter Thornton

Director, support operations

3Åsa Bäckström

Principal Information Developer

Catarina Cromnow

Senior project manager,

translations


Agenda

Infor 2020 Corporate Presentation Template | March 2020

M3 Interactive briefings


Country updateAvailable countries/languages

Recently added countries

Planned countries and languages

5

M3


Americas Europe Asia / Pacific

Languages

Africa

Algeria

Botswana

Egypt

Kenya

Namibia

Nigeria

Morocco

South Africa

Tanzania

Zambia

Zimbabwe

Australia

China

Hong Kong

India

Indonesia

Japan

Malaysia

New Zealand

Philippines

Singapore

South Korea

Taiwan

Vietnam

Thailand

Arabic

Bulgarian

Chinese - Simplified

Chinese -Traditional

Czech

Croatian

Danish

Dutch

English

Estonian

Finnish

French

German

Greek

Hebrew

Hungarian

Italian

Japanese

Korean

Latvian

Lithuanian

Norweigan

Polish

Portuguese

Romanian

Russian

Serbian

Slovene

Spanish

Swedish

Thai

Turkish

Ukraine

Vietnamese

30GENERAL

AVAILABLE

LANGUAGES

02LANGUAGES IN

DEVELOPMENT

PLAN

02LANGUAGES

ON ROADMAP

WORLD VIEW – September 2021, represent ing 92% of the global GDPM3

68GENERAL

AVAILABLE

COUNTRIES

01COUNTRIES IN

DEVELOPMENT

PLAN

07COUNTRIES

ON ROADMAP

Latvia

Lithuania

Luxembourg

Monaco

Netherlands

Norway

Poland*

Portugal

Romania

Russia*

San Marino

Serbia

Slovakia

Slovenia

Spain

Austria

Belgium

Bulgaria

Croatia

Czech Republic

Denmark

Finland

Estonia

France

Germany

Greece

Hungary

Ireland

Italy

Argentina

Bolivia

Brazil*

Canada

Chile

Colombia

Ecuador

Guatemala

Honduras

Mexico

Panama

Peru

USA

Middle East

Israel

Qatar

Saudi Arabia

Turkey

United Arab Emirates

* Not localized for project order, service order and maintenance orders

Sweden

Switzerland

Ukraine

United Kingdom

Copyright © 2020. Infor. All Rights Reserved. Infor.comInfor M3 Country Localization Overview | November 2020

Turkey

M3 LOCALIZATION OVERVIEW

Versions

• M3 CE

Sales:

Infor

Implementation:

Infor and Intecon

Product manager

Markus Martinsson

User group:

N/A

Specific functionality

Chart of Accounts – first 3 digits are defined by Statute

• Supported in M3 by configuring Dimension 1 format NNNZZZZZ, where ”ZZZZZ”

is then freely defined by the entity

Supplier Payments - Electronic

• Payments via HSBC or Deutsche Bank

Periodic VAT Reporting for Sales and Purchases

• The BA Report for customer invoices with VAT details

• The BS Report for supplier invoices with VAT details

E-Invoices

• An electronic file of customer invoices must be submitted to GIB

E-delivery Note

• Upload of delivery notes to government portal

E-General ledger (E-defter)

• An XBRL-GL formatted file is produced from the M3 FAA Module

Translations

Screens & reports: Turkish

On-line help: Turkish

User guides: English

Technical doc: English

Documentations

Fact sheets: Yes

Config guide: Yes

Sales presentation Yes

Other

IFRS-public No

IFRS-privat No

Direct tax method V.A.T

Trading zone


Philippines


Versions

• M3 CE

Sales:

Infor

Implementation:

Infor

Product manager

Catharina Helgesen

User group:

N/A

Translations

Screens & reports: English

On-line help: English



Documentations

Fact sheets: Yes

Config guide: Yes


Other

IFRS-public No

IFRS-privat No


Trading zone


Supplier payments

• Via Check printing and manual payment orders

Customer payments

• Via checks

VAT

• VAT Calculation and VAT Reporting (2550Q and 2550M)

• VAT Excemption

• Quarterly Summary List of Sales, Quarterly Summary List of Local Purchases,

Quarterly Summary List of Importations

Witholding tax

• Calculation and Reporting (1600-VT, 1601-EQ, 1604-E, Quarterly Alphalist of

Payees (QAP)

Audit files

• General ledger, General Journal , Sales journal. Purchase journal, Cash

Disbursments journal and Cash Receipt journal

Interest in overdue invoices

• Calculated in the net amount if the invoice

Inventory reports

• Inventory movements of merchandise/raw materials/goods in process and finished

goods report and Electronic Inventory report

Custom and Excise duties

• Different types of excise tax (Specific Tax , Computation and Ad Valorem Tax)


Preliminary GA month for new countries

M3 localization overview

2021-07 2021-08 2021-09 2021-10 2021-11 2021-12

*Country that is under development

2022-07 2022-08 2022-09 2022-10 2022-11 2022-12

Israel*

2022-01 2022-02 2022-03 2022-04 2022-05 2022-06


Planned country – Israel


Versions

• M3 CE

Sales:

• Infor, Intentia Israel

Implementation:

• Infor, Intentia Israel

Product manager

Catharina Helgesen

User group:

N/A


Supplier payments

• Download bank and branch code

• Banktransfers and checks

• E-banking via MASAV, (ISO 20022, if requested)

Customer payments

• Banktransfers and checks

• E-banking via MT940 (CAMT053, CAMT054 if requested)

• Cash receipts

Withheld tax

• Calculation and Integration to tax department

• Reporting - Form 102 and Form 856, Vendors yearly WTH report

Third currency

• Operate in USD or EURO and manage local currency as third currency

VAT

• Calculation, reporting, sales and purchase books

Audit file

• Annual electronic audit file to the authorities

Fixed assets

• Reports

Invoicing

• Different currencies for order and invoice

Translations

Screens & reports: Hebrew

On-line help: Hebrew



Documentations

Fact sheets: Yes

Config guide: Yes


Other

IFRS-public Yes

IFRS-privat Allowed


Trading zone


R&S Existing countriesSelected R&S items develop during the last months

Planned items the coming months

11

M3


Launched localization items last months



Period M3 13.4 M3 CE

2021-09 • Russia – TN Updated layout

• India –print QR code on invoices

• Brazil – FCI Declaration

• Belgium – electronic vat report

• Finland – SEPA for Nordea bank

2021-08 • Vietnam – einvoice • Vietnam – einvoice

• Germany – Elster VAT report

2021-07 • Belgium – Annual VAT report (XML)

• Luxembourg – Changes in Intrastat 2022

• Russia – changes in invoice layout

• Norway – CAMT.053 message DNB Bank

• Spain – changes Intrastat 2022

• Germany – SEPA Supplier payment Cross border

• Switzerland – CAMT053

• Brazil – Exclude freight in base for IPI

• Mexico – canclellation of e-invoices

• Poland – SEPA with Split VAT payment function

• Germany – E-audit GoBD for Fixed Assets

• Germany – SEPA Instant payment

• Norway – CAMT.053 message DNB Bank

• Norway – New format for e-VAT return

2021-06 • Switzerland – CAMT053

• Norway – New format for e-VAT return

• Portugal – Separate invoice number series for corrective invoices

• Hungary – excluded invoices from NAV

• Hungary – upgrade VAT report to 2165M

2021-05 • Switzerland – New Direct debiting format

(SEPA)

• Brazil – Exclude freight in base for IPI

• Slovakia – Update VAT return for 2021

• Austría – Update VAT return U30

• EU – Changes to VIES VAT portal


Planned localization - coming months




2021-09 • Denmark – Changes to Intrastat • Russia – changes in invoice layout

2021-10 • Italy – SDI include foreign supplier invoices

• Portugal – ATCUD Code as QR code and in

SAFT-PT

2021-11 • India – Enhanced purchase cost model & GST

• Italy – SDI include fireign supplier invoices

• Portugal – ATCUD Code as QR code and in SAFT-PT

2021-12 • Argentina – E-delivery note

• Guatemala – export invoice validation

• Denmark – Changes to Intrastat

• Italy – Excemption letter

• Philipinnes Qaurterly summary list of imports


Prioritized localization– no delivery dates yet (1/2)



Country Description M3 13.4 M3 CE Req Date

Australia E-Invoicing with PEPPOL format in Australia Yes Yes 2022-01

Austria Update Intrastat Yes ASAP

Brazil CNPJ at facilty level

ICMS amount deducted to PIS/Cofins

Dynamic selection of CFOP

Yes

Yes

Yes

Yes

2022-04

2022-04

2022-04

Czech Republic E-invoive ISDOC Yes Yes ASAP

Denmark CAMT.054 for Danske Bank Yes Yes ASAP

Egypt E-Invoice Yes Yes 2022-01

EU EU OSS VAT Yes Yes ASAP

Finland E-Invoice TEAPPS Yes Yes ASAP

India Adjust number to words

E-invoice

Supplier tax in APS450

Yes

Yes

Yes

ASAP

2022-01

ASAP

Indonesia E-Invoice Yes Yes ASAP

Lithuania Updated SAF-T file Yes Yes 2022-01


Prioritized localization– no delivery dates yest 2(2)



Country Description M3 13.4 M3 CE Req Date

Mexico CFDI – Advance offset Yes ASAP

Norway E-Invoice EHF 3.0

Update SAF-T

Yes

Yes

Yes

Yes

ASAP

2022-01

Poland Update JPK-V7M Yes Yes 2022-01

Russia New UPD invoice (S&R, and other later)

Updated TN Way bill

Yes Yes

Yes

ASAP

ASAP

Saudi Arabia E-Invoice Yes Yes 2022-01

Singapore E-invoice Yes Yes ASAP

Spain Electronic BAI Yes Yes 2022-06

Switzerland Postal code sequence Yes Yes ASAP


Financial modulesFinancial items released the last quarter

Financial items planned next 6 months

16

M3


Launched financial items last months




2021-09 • Updated integration to dEPM

2021-08

2021-07

2021-06 • C.A.R Corporate accounting phase 1

• Security on accounting dimension

2021-05


Planned financial items - coming months




2021-09

2021-10

2021-11 • Managing supplier invoice with PO in 3rd part systems

2021-12 • New priority in PCS280 – 9

• Improve possibilties to search accounting id’s based on description


Prioritized financials – no delivery dates yet



Area Description M3 13.4 M3 CE Req Date

C.A.R Corporate accounting phase 2

• Fixed assets

• Virtual chart of account in selected reports

• Translation based on debit / credit amounts

Yes 2022-04

AR/AP Pay credits to customers via AP Yes 2021-12

Audit Build Audit generator for all type of audit files Yes ASAP

AP Receive supplier invoices via LSP Yes ASAP


Quarterly Special The special topic of this presentations

20

M3


Long-term initiative under investigation

Copyright © 2020. Infor. All Rights Reserved. Infor.comInfor M3 Cloud Edition Release Roadmap | June 2021

Financial Accounting

Environmental tax management - enhancements

Infor Product Development

Changes to the existing module.

• The tax is today limited to sales of items that

has an impact on the environement. The

requested change is to include also

• Purchased items

• Consumed items

Value

• Complete coverage of the environemnetal tax

area

Packaging material

Everyone that is selling products with

packaging material must pay a tax based

on the material used.

Battery

Everyone that is selling battery or products

with battery included must pay a tax based

on the material used.

Electric machines

Everyone that is selling electronic

machines must pay a tax based on the

sold machines.

Chemicals

Everyone that is selling certain chemicals

must pay a tax based on the sold products.



New module – sustainability reporting


Changes to the existing module.

The key areas in a sustainability strategy

• Identify all activities and materials that has an impact on the

environment.

• Create goals for how these materials can be reduced.

• Start measuring and report progress in the consumption of these

materials.

Examples of what to measure

• CO2

• Electricity

• Water

• Plastics

• Chemicals

Value

• Support sustainability efforts at our customer sites



New module – strategy management


“Better to focus on what to do instead of financial key

figures. If we do the right things will the figures be

good”.

.

As sytem to define activities, plan activities and goals.

Continoulsly following up and measure progress and create

actions if not achiving the golas

Value

• Support strategy plans fot our customers

Goals and

expectations

Owner /

management

Analysis of

the input

Create

activityplan

with goals

Follow up

and review

the plan

Management

Update activities and

goals

Datalake


The new Infor M3 user experience platform

Introducing the Infor M3 User Experience

• Stateless and decoupled

• Responsive design

• Fully configurable down to field level

• Embedded UX design tooling

• Coexists with current H5 client



Open banking


In the past, most of the communication

with banks has been via file-transfer

• Supplier payments

• Customer payments

• Bank-statements

In the new world of cell-phone, a world of API’s

has been developed and these can also be used

inside an ERP system

Value

• More efficient processes

• Rapid interaction with banks – 15 min between

updates

• Instant transfer


M3 Country versions

Center of excellence for implementation of M3 countries


Introduces specialed team for each country

that makes the implementation.

Value

• More efficient processes via automated

routines

• Fixed prices for implementation of a country

version

• N-2-n responsibilities

• Feedback to development for

• New laws

• New requirements

• Area for improvments


Quarterly lifehack A hidden secret in M3

28

M3


One side for country fact sheets / country configurations


https://stable.docs.awsdev.infor.com/m3core/16.0.x/en-us/m3corecvolh/default.html


Authorization of supplier invoices

• New reference group will be started during fall 2021.

• Interested – mail to [email protected]

Infor 2020 Corporate Presentation Template | March 2020 30


Interface to POS system

• New reference group will be started during fall 2021.

• Interested – mail [email protected]

Infor 2020 Corporate Presentation Template | March 2020 31


Q&A Write questions to Sandra

32

M3

Copyright © 2020. Infor. All Rights Reserved. Infor.comCopyright © 2020. Infor. All Rights Reserved. Infor.com

Proposed enhancements

If you think that we are lacking some

functionality in M3, a new country or

localization items in an existing country

can it be reported in the enhancement

request system that Infor has.

Important:

▪ Module = M3 Country version + Country

▪ Module

▪ Description of the requirement and if

possible, a link to where we can get more

information.

www.ers.infor.com

33


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