Infor SyteLine The Latest and...

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

Infor SyteLineThe Latest and Greatest

Ronald Li, Director, Product Director, Infor APAC

[email protected]

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

Full 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 - Did you Know10x Certified

74%7%

19%APAC

Americas

EMEA 98%On Premise

2%SaaS Hosted

5,0

00+

Cu

sto

me

r site

s

Net New

Channel

Existing

Direct

25+

Years

15+

Languages

30+

Countries

M3 SL LN LX VISUAL

PCM SFDC FTrack EAM EPAK

US Thai Canada UK Japan China

Metal IM&E MRO Plastics Electronics

Cross

Sell

Top 5

Verticals

Top 5

Countries

#1

ERP $

166 Net New

FY2014


ION Integrations:

EAM

XM

Ecommerce

Business Vault

Auto Exchange

Other Integrations:

SunSystems

Varial

Edgar OnLine

Country Packs

Industry Packs

Factory Track


What’s New in SyteLine 9.00.10


SyteLine 9.00.10 Update • Service Pack 9.00.10 – GA 4/30/2014

• Performance improvements

• This version addresses performance problems that some customers encountered with data rendering, particularly where image data and the tile feature were combined. KB # 1533471

• Infor Mongoose 9.01 & Framework enhancements

• ION integration updates

• Using logical IDs as ION connection points

• ION execution of SyteLine events or methods through IMCS Web service

• Additional BODs


Microsoft Outlook integration updateUsers of the Outlook integration can now:

• Disable SyteLine custom task panes

• Synchronize contacts, tasks and calendars individually

• Cross-reference a contact with a salesperson, prospects and a customer from Outlook

• Attach a new email to a SyteLine interaction while sending it

• More easily find customers and prospects during email submission to a SyteLine interaction

• Automatically associate email with an existing interaction number


FedRAMP Security Updates• Disabling Inactive Accounts

• Token-based authentication

• Locking a user's computer after a period of inactivity

• Stored passwords compliant with FIPS 140-2 encryption standards

• Minimum password lifetime

• Better scripting code security options in the Cloud

• Capturing information about exceptions or failures that occur during operations

• Capturing information about failed user login attempts

• Displaying a custom message when users sign in

• 508 – WCAG & VPAT


Accounts Payable & Accounts Receivable• Viewing A/P and A/R balances with new forms & reports

• The A/R Balances form displays the A/R balance for the selected period for all customers.

• Use the new A/R Balance Report to print an A/R balance report based on your input criteria.

• The A/P Balances form displays the A/P balance for the selected period for all customers.

• Use the new A/P Balance Report to print an AP balance report based on your input criteria.

• Cash payment type and factoring in A/P

• New payment type of Cash

• A/R and A/P offset when a customer is also a vendor

• A/R collection: processing deductions and chargebacks


Operational Enhancements• Inventory

• Description field in the Material Transactions form now includes descriptions for non-inventory items

• Material Planning

• Planning service order demand & APS Order Priority form


Infor Product Configuration Management • Infor Product Configuration Management 8.1 (coming with 9.00.20)

• Integration with Infor PCM Document Automation

• Attaching Infor PCM documents to SyteLine records

• Place configuration on hold

• Copying PCM configurations with Actions > Copy


SyteLine Portals • Links to all forms associated with portal shipping carrier and freight charge

calculation were added to the Customer Portal and Reseller Portal tabs of the Portal Administrator Home form

• All links were organized into functional groups on each of the Portal Administrator Home form tabs

• Portal Manager updates

• Field Display Format editor updates

• SharePoint 2013 support

• New APIs and global script


SyteLine install optional modules• CenPOS credit card gateway

• Japan localization updates:

• Invoice Batch: Create an invoice batch, which is a group of customers and their invoices, credit memos, and debit memos collected under one batch ID

• Firm Banking: Compliance with the Japanese Bankers Association (JBA) adherence to the Zengin-Tejun protocol

• GL Voucher Number: Include a journal voucher number when you create journal entries. A voucher number organizes transactions into groups

• GL Journal – Tax Entry: Capture the tax code & related tax information such as taxable amount, non-taxable amount, and tax code on the Journal Entries form. You can also have the tax amount calculated and journal entry automatically created. Upon posting of the general ledger journals, the corresponding tax register transaction is generated and included into the tax reports


SyteLine install optional modules• Thailand localization updates:

• Withholding Tax Certificate Report and Withholding Tax Certificate Report (Reprint) forms now allow up to 13 characters for tax ID numbers

• Printing Industry Pack: Retrieving and modifying a committed formula


Automotive Industry• Infor Automotive Exchange – EDI for Automotive

• Automotive Industry Pack

• Retroactive Billing

• Contracts

• FMEA & APQP Templates

• Additional Enhancements to Blanket Orders

• OEE Critical Number

• Match Delivery Notice to Invoice

• Returnable Containers ManagementTues 1:45 SYTL-1054I Tina

Tues 2:45 SYTL-1055I Michael

Tues 4:45 SYTL-1057I Michael


Infor BI for SyteLine• Mine the vast amount of data within SyteLine & across sites

• Analyze data across many different dimensions

• See trends across time

• Tools & Content

• Infor BI tools to build, view & analyze your data

• Prebuilt SyteLine Data Cubes

• Prebuilt SyteLine Dashboards

• Prebuilt Reports

• SyteLine 8.03 & above


Thirteen SyteLine BI Cubes – 9.00• Accounts Receivable

• Bookings

• Business Performance

• Financial Income

• Inventory

• Inventory Periodical

• Job Efficiency

• Material Scrap

• Sales and Product Contribution

• Sales Delivery

• Vendor Received

• Sales Planning

• Sales Planning Allocation


What’s new in Infor SyteLine BI 9.00• Sales Planning and Budgeting

• Drill Through Detail Reports

• Inventory Periodic Snapshot Analysis

• KPI Analysis by time frame (YTD,QTD,MTD, Prior YTD, etc.)

• Supports Multi-Site in one database


Sales Planning and Budgeting• Enable sales volume planning

• Allow write back to OLAP server


Drill Through Detail Reports• Present business performance details in addition to Dashboard overview

• Level 1 drill through detail reports


Drill Through Detail Reports• Level 2 drill through reports


Inventory Periodic Snapshot Analysis• Allow measuring inventory level

of each product at each warehouse on a daily basis

• Enable comparison of Inventory performance across time series


KPI Analysis by YTD,QTD,MTD• Additional Time Calculation dimension to enable analysis by YTD,QTD,MTD


Supports Multi-Site in one database• Before Infor BI 9.00, user would need multiple data sources

• Cube data would then be combined in Import Master

• With Infor BI 9.00, a change was made in Import Master to utilize a list of sites to loop through the *_mst tables prior to cube creation

• The same views are used in both versions.

• If users choose to remain in a distributed database/site model, no coding changes are necessary


Enhanced Full Data Loading• Provide data loading log

• Differentiate various type of cubes when populating data

• Re-Populate transaction cubes completely

• Keep history data in snapshot cube (Inventory_Periodical_Analysis)

• Keep user entered data in write-back enabled cubes (Sales_Planning)

• Support SyteLine multi-site in single instance as well as multi instances

• Optimized error handling

• Enforce dimension validation


What’s New in SyteLine BI 9.00.10• Previous Version of SyteLine BI 9.00 we have

• 4 Dashboards and 1 Planning (Finance, Inventory and Purchasing, Manufacturing, Sales, Sales Planning)

• 13 Cubes

• 53 Dimensions

• 29 Reports

• 32 Views

• Now we have

• 9 Dashboards and 2 Planning double size (Adding Service, HR, Printing & Packaging, Automotive, CRM, Cash Flow Planning)

• 28 Cubes

• 127 Dimensions

• 61 Reports

• 143 Views


What’s New in SyteLine BI 9.00.10• Support incremental data loading

• Import Infor BI Self Service to BI 9.00.10

• Recreate all the report by using Self Service. More easier for user to create a drill down report.

• Support iPad

• Support unknown element handling in data source view reduce 90% loading time in importmaster.

• Using new Infor BI 10.5

• Opening dialog when clicking chart instead of link to detail report.

• Error handling during data loading. Data loading will continue unless meets critical error.


Cubes• BI - SL Service Cubes and Views

• Incident_Analysis

• Service_Order_Analysis

• Service_Transaction_Analysis

• HR - HR Dashboard for BI

• Compensation_and_Benefit_Analysis

• Employee_Retention_Analysis

• Recruitment_Analysis


Cubes• CRM - CRM Dashboard for BI

• Campaign_Analysis

• Sales_Forecast_Analysis (Opportunity)

• Sales_Lead_Analysis (Customer, Campaign)

• Sales_Opportunity_Analysis

• Dashboard – Automotive

• FMEA_Analysis

• OEE_Analysis

• Support Micro-Vertical Dashboard - Printing & Packaging

• PP_Quote_Analysis

• PP_Quote_Factors_Analysis

• Support Cash Flow Analysis and Planning


Introducing Infor Factory TrackTM

for SyteLine 9

Released 9/12/2014


Introducing Infor Factory TrackTM

Comprehensive Manufacturing Automation Solution

MANUFACTURING & WAREHOUSE

SHIFTSHOURS

ACCOUNTINGORDERS

QUANTITY

REPORTING

WORK

CENTER

INVENTORY

MOVEMENT

RECEIPTS &

SHIPMENT

• Work center automation

• Job receipts

• Lean manufacturing

• Machine hours

Shop Floor

Execution

(Shop Floor)

• Employee clock-in/out

• Employee breaks/absences

• Payroll schedules & processing

• Handling exceptions & approvals

Labor &

Attendance

(Time Track)

• Receipts / shipment

• KANBAN management

• Stock move

• Inventory management

MATERIAL LABOR

Inventory Management

(Warehouse Mobility)


1

2

3

Records Job Progress and Time Spent

with handhelds or PC or Shared terminal

Span of the events is limited

Supervisor corrects, approves and

authorizes exception

Looking at the span of entire day of data

Payroll guy will calculate the premium and then

generate the extract.

Looking at the data for the span of pay cycle –

week, month etc. – Let’s a week as example

Payroll Extract

Payroll guy finds any differences sends

back to supervisor to review them

ERP Posting

Hours

Qty

opera

tion

TT

TT

ERP Posting

Shop Floor

Warehouse

Mobility

Yes

No

Yes

No

Inventory Operations – PO Receipts, Inventory

Movements, Cycle Counting, Shipping etc.

Work Center Operations – Job Receipts, Kanban, Job

Execution etc.

Example Factory Track Flow


Deep manufacturing

functionality

Cloud enabled

Modern framework

– built on Mongoose

Modern, intuitive

user interface

Infor Factory Track: A comprehensive Manufacturing automation solution

http://ftp.bridgelogix.com/public/FactoryTrack5.0_Training

http://ftp.bridgelogix.com/public/FactoryTrack5.0_Training

34Copyright © 2013. Infor. All Rights Reserved. www.infor.com 34Copyright ©2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

What’s Coming in SyteLine 9.00.20and When?


SyteLine 9.00.20 – Planned Nov 2014• Service Pack 9.00.20

• IFRS Certification

• Business Intelligence Enhancements

• Portal Configuration

• Planning by Warehouse – MRP

• Printing & Packaging Industry Pack Enhancements

• Integrations – SCE-Whse & Trans Mgmt

• Integrations – SCP-Demand Plus & S&OP

• Integrations – Approva – ITAR, NADCAP, DFAR, Integration with OCR, AES – Still work in Process (New fields in 9.00.20)


SyteLine UI Update


SyteLine UI Topics• Hardware Configurations

• New icons with color

• New SyteLine Theme

• Redesign of forms:

• Item Master

• Job Orders

• Changes to all Fusion Charts

• Challenges with the Button Bar

• SyteLine BI

• Factory Track




Current SoHo

1st Revision

2nd Revision


Mongoose Themes• Configurable changes to the

application UI

• Changes apply across entire application

• Not just SyteLine but all Mongoose apps







- 4.5 days Mongoose

training conducted in

August

- Recordings and training

materials available for

download


Molding Industry Pack• Resources – Tooling

• Alternative BOMs

• Co-Jobs and Co-Projects

• Scheduling – APS

• Quickie Estimates

• Inforum Presentation available – “SYTL-1025_Montague”


Printing and Packaging Industry Pack II• What’s New in PP2

• Revised Printing Estimate Workbench

• Formula Workbench

• Automatic Units of Measure with Job Transaction Posting

• What’s After PP2

• Inforum Presentation available – “SYTL-1004_Li”


Other Enhancements• CRM Linked Forms

• Finance – FSB – Year Closing & Income Summary

• Employee – Encrypt SS #

• BOD – Customer/PartyMaster

• PCM – Post Configuration

• CCI – Update Calls to T-GATE/BridgePlay

• Integration – Inforce / Next Phase & Road Warrior

• Inforce – Contacts

• Enhance Copy Site process

• Increase Usability of Inbox/OutBox Forms

• Migration Tools for other Software Mapping


Other Enhancements• Draft Enhancements

• Petty Cash Enhancements

• Migration Utility

• Engineering Board (new type form )

• Current

• Job

• Estimate Job


New 360 View Forms• Customer Orders – 360 View

• Estimates

• Job Orders

• RMAs

• Order Shipments

• Invoice Listing

• A/R Posted Transactions Detail

• Purchase Orders – 360 View

• Purchase Order Requisitions

• Purchase Order Receipts

• Voucher Listing

• A/P Posted Transactions Detail


Country Packs• Vietnam – In Process

• Korea – In Process

• Netherlands – In Process

• Thailand – Petty Cash Process

• Japan – Drafts Enhancement


Available Now

• Automotive Industry Pack

• AutoExchange

• PCM Document Automation

• Public Sector – FedRamp

• Cloud Suite Business

• Factory Track

• Business Intelligence


Thank You!

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