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www.InsightSoftware.com Version: 2.1 Last Updated: 12th June 2009
www.InsightSoftware.com
Version: 2.1 Last Updated: 12th June 2009
InsightSoftware.com Whats New
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Contents
1. Introduction .......................................................................... 3
Introduction .......................................................................................................................... 3
2. v9 What’s New ..................................................................... 4
3. New Features ....................................................................... 5
Updated Graphics and New User Interface ....................................................................... 5 Ability to display data in different languages ................................................................... 9 Localization ........................................................................................................................ 10 ODBC Free Connections ................................................................................................... 11 Advanced Logging ............................................................................................................. 13 New Install Mechanism – ClickOnce ................................................................................ 15 Formatting Upgrade – double underline ......................................................................... 17 Update Links ....................................................................................................................... 18
4. New modules ..................................................................... 20
Manufacturing Module Overview ...................................................................................... 20 Manufacturing Module: Product Data Management (PDM) ........................................... 20 Manufacturing Module: Shop Floor ................................................................................. 24 Manufacturing Module: Production Cost ........................................................................ 27
5. Further Information ........................................................... 29
Contacts .............................................................................................................................. 29 Technical Support .............................................................................................................. 29 Notices and Disclaimer ..................................................................................................... 29
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Introduction
Welcome
Welcome to the Insight® and Console What’s New Guide, incorporating:
Accounts Payable
Accounts Receivable
Advanced Cost Accounting
Budgeting
Contract Service Billing
Currency Restatement
Fixed Assets
General Ledger
Homebuilder
Human Resources
Inventory
Job Cost
Localized Captions
Master Data
Manufacturing
Payroll
Purchase Order Processing
Sales Order Processing
Tax
Time Sheet
InsightSoftware.com products provide true, real time access to JD Edwards World™ and EnterpriseOne™ systems, delivering enhanced inquiry and aggregation solutions with unparalleled performance.
Who should use this guide?
This guide is designed as a quick reference to the new features in Insight®
and Console. Novice and experienced users alike will find this guide useful in exploring all the new features and functionality in the products. For installing and configuring, please refer to the Administration Guides.
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Version 9 represents an extensive upgrade for the Insight
® product with new
modules and new functionality being added to the product. For users upgrading from earlier versions of v8.1.x, the new module of Manufacturing will be available. In regards to functionality, the following has also been introduced:
Change of the menu structure to a new intuitive ribbon style
Customizable Quick Access Toolbar to keep commonly used functionality easily accessible
Additional Graphical Enhancements – Zoom In/Out
Ability to display data in different languages (Unicode support)
Localization, the ability to display captions in different languages based on JD Edwards™ data
Connections that are free from ODBC
Advanced Logging Engine that records all Administration Application and Insight
® activity
New Install mechanism - ClickOnce
Upgrade to cell formatting – double underline
Update Links – a new way of making sure that your links between inquiries are functional
Complete change of underlying code base to new .NET Microsoft Code Base
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Updated Graphics and New User Interface
Ribbon
The menu structure has changed to a new Ribbon, which is organized in tabs by common functionality. Within each of these tabs are the items that are relevant to the topic. The operations that are used most frequently are placed towards the left-hand side of the tabs. The following are the tabs included in the Ribbon: Home Basic usage, i.e. Open, Save and Print inquires, as well as export to Excel and Permissions.
Figure 3-1: Home Ribbon Tab
Design Inquiry Design
Figure 3-2: Design Ribbon Tab
Inquiry Objects All major functionality associated with the inquiry, i.e. columns, calculations, Selectors and Time Series
Figure 3-3: Inquiry Objects Ribbon Tab
Formatting All inquiry formatting options
Figure 3-4: Formatting Ribbon Tab
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View Control what is displayed in the inquiry, i.e. charts, title
Figure 3-5: View Ribbon Tab
Configurator All options available to users with a Configurator license, i.e. Filter Layout, RIO, Alternate Joins
Figure 3-6: Configurator Ribbon Tab
Console Design what will be displayed in the Console (previously known as Executive Console)
Figure 3-7: Console Ribbon Tab
Restatement Controls all the functionality associated with Currency Restatement
Figure 3-8: Restatement Ribbon Tab
Budgeting All functionality related to Budgeting
Figure 3-9: Budgeting Ribbon Tab
Home (Console) Special ribbon that combines aspects of the Home, View and Console tabs and is only shown in the Console
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Figure 3-10: Home (Console) Ribbon Tab
Quick Access Toolbar
The Quick Access Toolbar allows you to quickly access the operations you access most frequently, such as Run and Save on an inquiry. This Toolbar can be customized by ‘clicking’ on the dropdown menu to the right of the Toolbar. ‘Select’ Customize Quick Access Toolbar.
Figure 3-11: Customize Quick Access Toolbar
By ‘clicking’ on the Choose commands from: drop down list, you can access all the ribbon icons.
Figure 3-12: Customize Quick Access Toolbar Dialog
Any additions made in here will update your Quick Access Toolbar. For
example Figure 3-13 shows where Print and Export have been added.
Figure 3-13: Customized Quick Access Toolbar
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Zoom Slider
Another new user interface option is the Zoom Slider (shown in Figure 3-14).
The control which can be found at the bottom right of the screen controls the result set, allowing the user to resize any data displayed.
Figure 3-14: Zoom Slider
Below in Figure 3-15 we can see a typical Balance Sheet. The last two
columns of data for August and September are off screen.
Figure 3-15: Normal 100% Sized Balance Sheet Inquiry
By changing the Zoom Slider, we can reduce the Zoom and display the other
columns on the inquiry. In Figure 3-16 the August and September columns
are now visible.
Figure 3-16: Zoom Slider set to 82%
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Ability to display data in different languages The Insight
® product now has the ability to display data in different
languages. Unicode support is now provided as standard, meaning any Unicode data stored in JD Edwards™ EnterpriseOne or JD World can now be displayed correctly.
The following examples in Figure 3-17 and Figure 3-18 show Japanese
characters being displayed.
Figure 3-17: Purchase Order with Japanese Description
Figure 3-18: Japanese characters displayed
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Localization The Insight
® Localization functionality allows a user to utilize any of the
alternate language captions stored within JD Edwards™. The functionality will allow a user to tailor the display of the product for their given language.
Figure 3-19 displays a standard GL Balances Template with Spanish
Localization enabled. All captions that are present within the associated JD Edwards™ system are displayed within the Inquiry.
Figure 3-19: Spanish Localization applied
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ODBC Free Connections To aid client installs and upgrades, the Administration Application has been enhanced with new code to remove the need for ODBC Connections. This functionality works in association with all supported databases of Microsoft™ SQL Server™, Oracle, IBM™ DB2™, and IBM™ UDB™. The major benefit of this is the removal of the ODBC configuration for large multi PC Insight
® installations.
Connections to Microsoft™ SQL Server™ databases now can use the
SQLClient Data Provider connection (shown in Figure 3-20). This was
previously available in version 8.1 for the Object Repository.
Figure 3-20: New SQLClient Data Provider
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For clients using Oracle, IBM™ DB2™, and IBM™ UDB™, there is now an
opportunity to use the Built-in Data Provider (shown in Figure 3-21).
Figure 3-21: New Built-in Data Provider
Please note that clients can continue to use ODBC, these new connection options are provided as an additional feature.
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Advanced Logging The Administration Application has been upgraded with advanced logging functionality, allowing users the ability to diagnose, review and monitor both the Administration Application and the Insight
® application.
With any new v9 repository a new log stream called default is provided (as
shown in Figure 3-22).
Figure 3-22: New Logging Option
The default settings are shown below in Figure 3-23, but can be configured to
provide as much information as required.
Figure 3-23: Default Log Stream
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The default log stream is only the start for this functionality. Users can add multiple log streams, enabling them and disabling them for specific situations. All the data collected can be viewed easily through a view history dialog
shown in Figure 3-24.
Figure 3-24: View History dialog
The information displayed can then be narrowed down by the extensive filter
criteria. In the following example (shown in Figure 3-25) the Categories filter
is being used to see who is logging into Insight®. This filter could be also
combined with a date range or user name to narrow down the results further, ensuring full visibility of the applications usage.
Figure 3-25: Categories Filter
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New Install Mechanism – ClickOnce With the release of V9, Insight
® now has its own built-in database connectivity
layer which has eliminated the need for the database vendor’s connectivity software, e.g. Client Access or the Oracle client. This built-in connectivity layer has allowed InsightSoftware.com to offer an alternative deployment method, ClickOnce from Microsoft. The benefits of this installation approach are:
Applications can be installed via a network deployment, web or file server, making the installation process streamlined and faster. Users will not have to re-create ODBC data sources or manually install software on their workstations
A non-administrative user can install and upgrade with minimal technical assistance. With a traditional installer, the user needs to have Administrator privileges on that PC
The upgrade process is also streamlined via:
Easier Upgrade Path – Upgrades can be provided automatically on startup of the application. Only portions of the application that have changed are downloaded
Intelligent downloading: If the network connection is down at the time, ClickOnce will check again for updates the next time the application runs
Providing different upgrade strategies: o Checking for updates on application startup o Providing a user interface for updates
Providing different upgrade delivery times: o The application can be also set to check each time the
application runs or potentially once a week or once a month Please note: A condition of the ClickOnce deployment process is that users have network access through which they receive automatic updates. These updates can be downloaded from the Web or from a Network Share. Please feel free to talk to customer services for more information on how ClickOnce may suit your business model.
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The ClickOnce streamlined deployment can be seen in the following screen shots
Installation off a network deployment, web or file server as per Figure 3-26
and Figure 3-27.
Figure 3-26: Installation off network drive
Figure 3-27: Remote Install
Automatic Checking for Application Updates on loading of the application as
per Figure 3-28.
Figure 3-28: Automatic Checking
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Formatting Upgrade – double underline In response to client feedback, Final Totals in a balance sheet can now be formatted with a double underline ensuring compliance with accounting standards. The formatting dialog now supports the double underline option, as shown in
Figure 3-29 and Figure 3-30.
Figure 3-29: Double Underline Formatting Option
Figure 3-30: Example of double underline in use
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Update Links As a result of customer feedback, the new Update Links function was added to the Administration Application. It allows a user to quickly analyze multiple inquiries and uncover instances where Links to other inquiries/templates are not functional. ‘Right click’ on a specific document folder, or the entire document folder as
per Figure 3-31 and you will see a new option called Update Links.
Figure 3-31: New Update Links Right Click Option
The new Update Links Functionality allows users to display quickly any
broken links within the object repository (as shown in Figure 3-32).
Figure 3-32: Update Links showing broken links
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Links can be easily changed within this dialog by ‘highlighting’ the Inquiry, ‘clicking’ on Change Link and ‘specifying’ a new inquiry to link to as per
Figure 3-33 and Figure 3-34.
Figure 3-33: Specifying a new inquiry for the link
Figure 3-34: Modified Link now valid
After the change the modified inquiries link will then function correctly.
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Manufacturing Module Overview The new Manufacturing module provides greater analysis for your Product Data Management (PDM), Shop Floor, and Production Costing aspects of your business. The Insight
® manufacturing module allows you to create reports based on
direct access to the following JD Edwards™ files: • Bill of Material Master File (F3002) • Routing Master File (F3003) • Item Cost Component Add-Ons File (F30026) • Work Centre Rates File (F30008) • Work Order Parts List File (F3111) • Work Order Routing File (F3112) • Work Order Master File (F4801) • Work Order Time Transactions File (F31122) • Work Order Variance File (F3102)
The following templates are currently what are proposed for v9. Modifications will be made as more client feedback occurs.
Manufacturing Module: Product Data Management (PDM) The manufacturing module allows you to see real-time, summarized cost information, while allowing you to drill down to more detailed information. Bill of materials, Work centre’s with rates applied and routing and engineering order information for manufacturing are now easily displayed and analyzed. Users have the ability to drill down on the net added values for a costed item, as well as the material cost components. Another important feature of this module is the ability to track yield percentages to plan for discarded products. In this module, Insight
® always takes the cost from the Item Cost Component
Add-Ons File (F30026) to ensure it is correct. The following are the standard manufacturing templates associated with Product Data Management.
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PDM BOM (Bill of Material)
This template is based on the Bill of Material Master File (F3002), providing a method to easily analyze the Bill of Materials and different views of component usage.
Figure 4-1: PDM BOM Template
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PDM Cost Components
This template is based on the Item Cost Component Add-Ons File (F30026), allowing easier analysis of item cost components. Recommended reports that can be created off this template are:
Cost Component Detail Report
Cost Component Comparison Report by Cost Method
Cost Component Comparison Report by Item/Branch
Simulated vs. Frozen Cost Component Report
Figure 4-2: PDM Cost Components
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PDM Routing
This template is based on the Routing Master File (F3003), displaying the process used to manufacture a product. Recommended reports that can be created off this template are:
Standard Routing Report
Work Centre Where Used Report
Standard Procedure Where Used Report
Figure 4-3: PDM Routing Template
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Manufacturing Module: Shop Floor The Manufacturing Templates for Shop Floor are designed to reveal underlying behaviors and opportunities for optimizing workflows and quantity levels for a repetitive process. The following are the standard Manufacturing templates for Shop Floor:
(Work Order) WO Parts Lists
This template is based on the Work Order Parts List File (F3111). Recommended reports that can be created off this template are:
Material Usage Report
Unaccounted Units Integrity Report
Component Scrap Report
Part Lists vs Cardex Integrity Report
Material Issue Integrity Report to show which items have not been issued.
Figure 4-4: WO Parts List Template
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(Work Order) WO Header
This template is based on the Work Order Master File (F4801). Recommended reports that can be created off this template are:
Work Order Status Report
Work Order to Cardex Reconciliation Report
Open/Closed Work Order Report
Figure 4-5: WO Header
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(Work Order) WO Labor Details
This template is based on the Work Order Time Transactions File (F31122). Recommended reports that can be created off this template are:
Detailed Labor Report by Employee
Work Order activity
Work Center activity
Figure 4-6: WO Labour Details Template
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Manufacturing Module: Production Cost There is one standard template for Manufacturing Accounting. This template provides information on the Standard, Current, Planned, Actual, Complete, and Scrap value per Work Order
(Work Order) WO Cost Variance
This template is based on the Work Order Variance File (F3102). Recommended reports that can be created off this template are:
Variance Reports by Work Order
Variance Reports by Item
Variance Reports by Category Code
Variance Reports by Branch/Plant
WIP Perpetual Reconciliation Report
WIP Perpetual to General Ledger Integrity Report
Figure 4-7: WO Cost Variance Template
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(Work Order) WO Routing
This template is based on the Work Order Routing File (F3112). Recommended reports that can be created off this template are:
Cycle Time reports
WO operation Status Report
Operation Completed Scrap Reports Labor reports can also be created to measure activity and provide integrity reports:
Total Labor by Work Centre within a given time period,
Labor Efficiency report by WO, Item, or Work Center
Total WIP Labor Hours (WO Status Code)
Planned to Actual Labor Report
Planned Yield to Actual Yield
Total Unaccounted Hours
Figure 4-8: WO Routing Template
Additional template: GL Transactions
This template is based on the Account Ledger (F0911). This template will be used to drill down from the WO Cost Variance template to check any reconciliation issues.
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Contacts
For more information regarding our products, please contact us at:
Web www.InsightSoftware.com
Technical Support For Technical Support, Please complete the web form at:
Web Link
http://supportform.InsightSoftware.com
Notices and Disclaimer Insight, Console and GL Reporting are trademarks of InsightSoftware.com Limited. InsightSoftware.com is a registered trademark of InsightSoftware.com Limited. Oracle, JD Edwards, JD Edwards EnterpriseOne, JD Edwards World and Oracle E-Business are registered trademarks of Oracle Corporation. Other product and company names mentioned herein may be the trademarks of their respective owners. The information contained in this document represents the current view of InsightSoftware.com on the issues discussed as of the date of publication. InsightSoftware.com cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. InsightSoftware.com makes no warranties, expressed or implied, in this document. © 2000-2009 InsightSoftware.com Limited. All rights reserved.
