New in M3 13.3
Transcription
New in M3 13.3
M3 13.3 Highlights John Gledhill, Senior Director M3 Product Management Ole Rasmussen, Senior Director M3 Product Management Copyright © 2013. Infor. All Rights Reserved. www.infor.com 1 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 2 M3 13.x Release Cycle - Update vs Upgrade 13.1 - not just new version but a new platform to enable customers to take on new business engine functionality annually and easily by downloading on top of 13.1, not upgrading M3 13.2 M3 13.3 M3 13.4 M3 13.1 New functionality New functionality New functionality M3 13.1 Base M3 13.1 Base M3 13.1 Base M3 13.1 Base M3 13.3 GA May 28th 2015 May 2013 Feb 2014 May 2015 Sept 2016 New functionality is cumulative Copyright © 2013. Infor. All Rights Reserved. www.infor.com 3 M3 13.3 New M3 Core Installation Packaging 1,200+ Improvements Improved process for 13.x to 13.3 updates New Modules • Environmental Tax Management • Accounting audit Grower Contracts Management Russia & Turkey Complete H5/thin client support for Equipment Customers Additional Tech Stack RHEL 6.5.x/Postgres (CA) Copyright © 2013. Infor. All Rights Reserved. www.infor.com 4 M3 13.3 Industry highlights (GA 28th May 2015) Distribution Target Buying Making buyers decision making easier by automatically create purchase proposals across product lines to meet specific target on weight or volume to fill up a truck, or on cost to reach a volume discount Trade Promotions Trade promotion management enhanced with additional rebate methods, including margin guarantee method, net rebate method, and one time rebate Price/Margin Simulation A tool to simulate prices, discounts, promotions, rebates and margin, just the same as if you would enter a sales order directly or at a specific date in the future. Counter Sales for Distribution Generate and print baskets in Counter Sales to create flexible quotations on the fly. Find order headers when searching on order lines information. Identify customer by customer cards. Simple installation through Life Cycle Manager Specials/Non Stocked Items Simple and efficient usage and entry of supplier catalogue items, through the Item Data Interface Implementation Accelerator Enhanced across the whole solution for Distribution companies including trade promotions for distributors, pre-payment control and Counter Sales Equipment Service Management Enhanced MCO to cover “classic ” SO agreement Enhanced “move” of WO transactions Enhanced time reporting Attribute-based services Equipment Sales Internal equipment sales and accounting on WO’s New Project Portal Mashup (New SKU) Parts Sales Enhanced parts supply to field service vans Supply chain rebuild / Inventory by-pass Rental 6 day week rental price calculation Auto-create leasing from EQM UX H5 M3 Gantt charts / planning boards certified for the H5 client EQM Equipment Configurator certified for the H5 CAT Dealer specific New CCPA and enhanced Repair Option Builder G3 Smart Sourcing Separate Launches New IA for Equipment Rental (Feb) Fashion Mass Maintenance New Mass close, replace items Enh change CO’s, delete New Aggregated maintenance of a PO & DO by style, Color across and within orders New Sales persons maintenance on geo/product grp FG Allocation New concept Allocation priority New Prevent allocations if not meeting minmax by SKU and or style-color Matrix Improvements New Matrix Application for Cust. Order with unlimited # of columns & full maintenance capabilities Smart Office Only Advanced Composition New style composition by part/color covering complex apparel and footwear needs Pricing improvements New Sales price-list at style-color level New dynamic selection of intercompany price list Increased price List code length (10 positions) Efficiency New Auto inherit season to all orders in supply chain. Industry Analytics Deeper industry Analytics with views by style – style color – season - brand F&B/Chemicals Manufacturing Grower Contracts Management Farmer & Grower Contracts for grains, fruit & vegetables (livestock?) Contracts with advanced pricing mechanisms using QMS . Settlement process establishing final prices Payment of net due to farmer Farm-lot data and growth history QMS v2 Shipment tests. Rules based COA-configuration Calculated tests Lab.order & Spec. report print CO-returns Process Manufacturing Full-screen multi MO-reporting of receipt into stock Full-screen MO-reporting of materials issues and returns using advanced distribution logic. Inbound Freight Costing Support new freight calculation process also for inbound deliveries and shipments Fresh Food Planner Description to “favorite settings” Create/Control “Schedule” from FFPSeparate Launches Industry Analytics Deeper industry Analytics with Catch Weight analysis and Quality- and Labstatistics Manufacturing Management Full-screen multi MO-reporting of receipt into stock Full-screen MO-reporting of materials issues and returns using advanced distribution logic. Inbound Freight Costing Support new freight calculation process also for inbound deliveries and shipments New Modules-Financial Accounting Financial Audit and Accounting (FAA) Environmental Tax Management (ETM) Pricing improvements Increased price List code length (10 pos) QMS v2 Shipment tests. Rules based COA-configuration Calculated tests Lab.order & Spec. report print CO-returns Detentions & Accessorials Capture arrival and departure of carrier. Calculate detention and apply penalty freight charges Allow easy add-on of necessary accesorials for managing transport and apply additional charges. Scheduling Workbench Material workbench filter based on %-age of Sales Time Min coverage calc using Safety stock days Copyright © 2013. Infor. All Rights Reserved. www.infor.com 5 M3 13.3 F&B and Chemicals M3 - Lab/QI-module – phase 2 Shipment tests Rules based COA-configuration Calculated tests Copy to propagate changes in templates and specifications Lab. order & Spec. report print Simulate Spec. matching without CO CO-returns M3 - Inbound Freight Cost Support new freight calculation process also for inbound deliveries and shipments M3 - Detention & Accesorials Capture arrival and departure of carrier. Calculate detention and apply penalty freight charges Allow easy add-on of necessary accesorials for managing transport and apply additional charges. M3 – New Module Grower Contracts Management Farmer & Grower Contracts for grains, fruit & vegetables (livestock?) Contracts with advanced pricing mechanisms using QMS and attributes to apply add-ons and reductions to final prices. Settlement process establishing final prices Payment of net due to farmer Farm-lot data and growth history Capture farm-lot quality-test data M3 Scheduling WorkBench Material workbench filter based on %age of Sales Time Min coverage calc using Safety stock days Industry Analytics Deeper industry Analytics with Catch Weight analysis and Quality- and Labstatistics. M3 - Process Manufacturing Full-screen multi MO-reporting of receipt into stock Full-screen MO-reporting of materials issues and returns using advanced distribution logic. M3 Fresh Food Planner Description to “favorite settings” Create/Control “Schedule” from FFP Detailed logging of API-transactions M3 GLT Web-based config - support Cloud New graph with zoom etc. Add more info on filter panels “Raw mtrl content Report” - One final product lot with a list of included rawmaterials lots % & quantity “Shipped Qty Report” – One selected raw-material lot with % & quantity per shipment. Trigger e-mail to customer 6 Copyright © 2013. Infor. Allrecall Rights Reserved. www.infor.com QMS - Lab- and Quality-Control Module Specify M3 13.2 M3 13.3 -Std & Custom Specs -Valid from-to Date+HMMM -Item, Group & Inherit -Select test according to specification hierarchy -View all specs per Item -Qualitative & Quantative -Calculated tests - formulas -Test template -Test sets -Frequency and sequences -Mandatory & Optional -Link to attribute -Language enabled -Propagate changes Lab order -Manufacture / Purchase -Specs per faclity, Supplier, Origin etc -Blend lots -Re-test in stock -Re-classify item/lot/sts -Shipment test -CO-returns -Generate at MO-release -Lot or group of balance ID -Tests per lab (internal or external) - Rules for testing when receiving same lot twice - Lab order document Test -Test sequences -Capture results internally or externally -Enter results per test not spec. - Auto Approval rules -Approve spec/request/lot -Load results into lot attributes -Load results into balanceId attributes for re-tests Consume / Sell -Customer specs -Match lots to CO-using attributes (loaded from QMS) -Query inventory by spec. without entering a CO -Certificate of Analysis COA – layout configurable (per customer) -COA - Most current test result -Print COA from order flow 7 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Highlights Fashion M3 13.3 Compliance Matrix New style composition by part/color covering complex apparel and footwear needs Matrix Application for Cust. Order with unlimited # of columns & full maintenance capabilities New Efficiency driven Smart Office Only New Auto inherit season to all orders in supply chain. Mass maintenance New Mass close, replace items Enh change CO’s, delete New Quick copying of Quote or CO line configuration – PCM related New Aggregated maintenance of a PO & DO by style, Color across and within orders Enh Batch order entry with a lot more fields to support faster decision making Sales persons maintenance on geo/product grp New Pricing New Sales FG Batch Allocation New New concept Allocation priority Prevent allocations if not meeting min-max by SKU and or style-color price-list at style-color level Misc. smaller enhancements Industry Analytics Deeper industry Analytics with New dynamic selection of intercompany price list views by style – style color – Enh Increased price List code season - brand 8 Copyright © 2013. Infor. All Rights Reserved. www.infor.com length (10 pos) Fashion Matrix (Smart Office plug-ins) Sales & Purchase orders 0 Order Header – from selected order in Ordered styles and 1 Order lines aggregated 2 Address details will show for selected style line under 1 3 Image will show if you have IDM integration and image is connected to the style 4 Order lines represented in matrix format 0 1 5 4 v 3 5 2 6 6 If a Z dimension is defined for the style it will be visible as a column with all Z – options for that style Per cell of matrix more content can be shown Copyright © 2013. Infor. All Rights Reserved. www.infor.com 9 Price and margin simulation Highlights Distribution 13.3 Target buying Making buyers decision making easier by automatically create purchase proposals across product lines to meet specific target on weight or volume to fill up a truck, or on cost to reach a volume discount. Trade promotions Trade promotion management for distributors is further enhanced with additional rebate methods, including margin guarantee method, net rebate method, and one time rebate. Electrical Building materials HVAC Plumbing Industrial Implementation Accelerator A fully revamped version of Implementation Accelerator featuring based on new M3 13.2 functionality including trade promotions for distributors, pre-payment control and Counter Sales. A tool to simulate prices, discounts, promotions, rebates and margin, just the same as if you would enter a sales order directly or at a specific date in the future. Counter Sales Generate and print baskets in Counter Sales to create flexible quotations on the fly. Find order headers when searching on order lines information. Identify customer by customer cards. Simple installation through Life Cycle Manager. Specials (non-stock items) Simple and efficient usage and entry of supplier catalogue items, through the Item Data Interface. Copyright © 2013. Infor. All Rights Reserved. www.infor.com 10 M3 Sales Hub (GA CY15 Q4) A Clear Work application allows a user to perform a task utilizing contextual information in a streamlined user interface Old style interface Clear Work solution Copyright © 2013. Infor. All Rights Reserved. www.infor.com 11 M3 13.3 for Equipment Service Management Enhanced MCO to cover “classic ” SO agreement Enhanced CSA quotes Rewritten MCO invoicing (COS170) Enhanced “move” of WO transactions Enhanced time reporting Attribute-based services Further Mashup extensions Equipment Sales Internal equipment sales and accounting on WO’s New Project Portal Mashup (New SKU) Equipment quotation “Quick Quote” (EQM) Rental New “Daily Flash” function 6 day week rental price calculation Rental Planning Board enhancements Auto-create leasing from EQM Infor Strategic All special Equipment capabilities now run in H5/Ming.le™ • M3 Gantt charts / planning boards • EQM Equipment Configurator certified for H5 CAT Dealer specific New CCPA and enhanced Repair Option Builder G3 Smart Sourcing Separate Launches Parts Sales Enhanced parts supply to field service vans Supply chain rebuild / Inventory by-pass New IA for Equipment Rental (Feb 2015) New Field Service Mobility solution (Sep 2015) Copyright © 2013. Infor. All Rights Reserved. www.infor.com 12 New Mobile Service app MFS (GA Oct 2015) Windows Embedded Mobile Old style interface Device Independent iOS/Android/Windows 8 Clear Work solution Copyright © 2013. Infor. All Rights Reserved. www.infor.com 13 M3 13.3 Manufacturing / All industries M3 - Manufacturing Full-screen multi MO-reporting of receipt into stock Full-screen MO-reporting of materials issues and returns using advanced distribution logic. M3 Scheduling Work-Bench Material workbench filter based on %age of Sales Time Min coverage calc using Safety stock days Detention & Accesorials Capture arrival and departure of carrier. Calculate detention and apply penalty freight charges Allow easy add-on of necessary accesorials for managing transport and apply additional charges. Batch Order Entry Batch order entry with many more fields/information to view supporting faster decision making Price List Management Price list code extended from 2 to 10 characters delivering meaningful and easier price list management New Price simulation A tool to simulate prices, discounts, promotions, rebates and margin, just the same as if you would enter a sales order directly or at a specific date in the future. Account Dimension Extended from 8 to 10 characters enabling even more meaningful financial analysis Inbound Freight Cost Support new freight calculation process also for inbound deliveries and shipments Quality module – phase 2 Shipment tests. Rules based COA-configuration Calculated tests Copy to propagate changes in templates and specifications Lab. order & Spec. report print Simulate Spec. matching without CO CO-returns Industry BI/Analytics Deeper industry Analytics Financial, Sales & Quality/Lab-statistics. Copyright © 2013. Infor. All Rights Reserved. www.infor.com 14 M3 Customer Lifecycle Management Smart Office • M3 CLM is next generation CRM for M3 • M3 CLM delivers a truly holistic view of your customers • M3 CLM is available anytime anywhere • News: • • • • • Infor Ming.le support, Thin client dashboards, Business chains Account relationships and more… Infor Ming.le CLM Mobile Copyright © 2013. Infor. All Rights Reserved. www.infor.com 15 M3 Report Overview M3 Report Manager M3 Standard Reports AdHoc Reporting M3 Business Engine M3 Analytics Infor BI Data Warehouse Level of flexibility Level of complexity Copyright © 2013. Infor. All Rights Reserved. www.infor.com 17 13.3 Regulatory and Statutory Summary • New Countries • Russia • Turkey • Improvements to existing countries • • • • • • • • • Malaysia Czech Slovakia Canada India France Italy Mexico Portugal Copyright © 2013. Infor. All Rights Reserved. www.infor.com 18 Documents for Country Packs Statement of Directions Country Fact Sheets Country Presentations Statement of directions is used to communicate important changes to our customers. We can use this for new countries and also for major changes that we are planning for a country. This is a document describing requirements for a country and what Infor deliver to meet these requirements. Available for all GA countries A presentation in power point with the same structure as the country fact sheet. Country Configuration Guidelines A presentation In pdf format with the same structure as the Country fact sheet. Purpose of this document is to support services and/or partners installing a country version Country Roadmaps A presentation in power point presenting all known requirement for a country. Only available for internal use For GA countries this presentation contains the requirements that are missing for that country. For a new (non-GA) country, it’s a complete list of all requirements Copyright © 2013. Infor. All Rights Reserved. www.infor.com 19 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 20 Small but important improvements in M3 13.3 • Improved process for updating our customers from 13.2 to 13.3 (DB Update Manager) • Increased Price List code length to 10 characters • Configurable Views (now in 225 functions) + Text description (value map) for field values. Ie Status code descriptions etc • New Custom List MI (CMS100MI) function to create very flexible MI output capabilities • New list standard implemented in Batch Customer orders (OIS275) • Requested Delivery date added as selection criteria in Invoice print Request (OIS180) • Automatically select correct sales person on each order line based on object controlled priorities • Dynamic Price List selection for intercompany invoicing • Simpler full screen reporting of multiple manufacturing orders- Main, By & Co products (PMS050) • Accounting String dimensions increased from 8 to 10 characters • Export and Import M3 of several settings from one environment to another, Information browser (CMS010), List panel programs (CMS005), Event based alerts (CMS046), Key search (CMS030) - Ad hoc reports in 13.2 • Configurable Search Prompt Copyright © 2013. Infor. All Rights Reserved. www.infor.com 21 Account Dimension Prolonged 10 Character (A/N) 10 Character (A/N) M3 13.2: Seven dimensions at 8 characters per field = 56 positions Company Division Year Dim 1 ”Account” Dim 2 Dim 3 Dim 4 Dim 5 Dim 6 Dim 7 Currency M3 13.3: Seven dimensions at 10 characters per field = 70 positions Company Division Year Dim 1 ”Account” Dim 2 Dim 3 Dim 4 Dim 5 Dim 6 Dim 7 Currency Improved Financial Analysis Capabilities Copyright © 2013. Infor. All Rights Reserved. www.infor.com 22 6913 AF Further capabilities to Export and Import M3 Settings from one environment to another Problem Customers would like the ability to move settings and configurations from one environment to another. Example test to live etc Solution New capability to create and xml file which can be stored and then pulled into a different M3 environment using LCM. Benefit Enables the simple transportation of specific settings from one M3 environment to another which makes testing settings before deployment easier and safer • The feature to export a configuration has been added to more functions. In 13.2 this only existed in the function for Ad-hoc print-outs (AHS100). • The export of a configuration has been added to more functions. The export is performed by a Related option in the function where it has bee activated and creates a XML-file with all needed information for a later import through the LCM. The export has been added to the following functions: * Information browser (CMS010) * List panel programs (CMS005) * Event based alerts (CMS046) * Key search (CMS030) 23 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 6996 AF Configurable Search Prompt Problem Solution Benefit Although configurable the current prompt solution has limitations when it comes to searching and what data can be displayed. Enables creation of highly configurable prompt panels with advanced search capabilities definable by user making use if Infor Enterprise search and the configurable list capabilities Users can more quickly find and see the information they need by advanced searching in a single prompt panel rather than needing to drill deeply into M3 to find the required information. Example Based on the power of the new configurable lists standard To activate configurable search prompt (F4) • Ensure IES is operational • Step 1, In CMS010 – create an Information category for the required table for prompting (MITMAS, MITBAL, OCUSMA or CIDMAS) define as the Search prompt, and activate. • Step 2 In MNS175 – create record for the logical file the prompt will be connected to and connect to the Info Cat defined above in CMS010, once a record is created for a user or across M3 then F4 will use the new prompt capabilities for the user or everyone. • The search prompt capability will then be activated across the whole of M3 for the user or all users if User and/or Program are left blank • The search prompt returns item number, customer number or supplier number Limitations: This capability is only enabled in Items, 24 © 2013. Infor. All Rights Reserved. www.infor.com Customers Copyright & Suppliers New more configurable list panel CMS005 One Master table List program based on one master table Aggregation with Drill Down Records can be aggregated based on the sorting order Field Data from all fields in master table can be selected in the list Related tables Display data from related tables to the master, incl. sys. table CSYTAB Filter & Selection 8 Filters 3 Selections Master Table - xxxxxxx Selections Filters Aggregations Sub Totals Sorting orders Standard index User defined index Sorting Orders View definition 30 columns 200 - 300 positions Sub total Subtotal lines can be added based on the sorting order View Definitions Heading 1 Heading 2 Heading 3 Heading 4 Heading 5 Heading 6 Fields.. XXXXXXX . . . . . Related Fields. ZZZZZZZZ. . . . . . Calculated Fields. 222222 . . . . Currency conversion. 222222 . . . . Dates. 2099101 . . . . . Logical formula. 33333333 . . . . Heading Heading can be changed on multiple languages Dates Calculate number of days between different dates Logical formula Display or hide data or constants based on a logical formula Calculate fields Calculate with data from any field in master or related tables Currencies Convert any value field to local or foreign currency From M3 13.3 200+ functions use this new standard Copyright © 2013. Infor. All Rights Reserved. www.infor.com 25 M3 Code Descriptions Calculated total Qty Dates & Calculation Days since last receipt Related Table Field (Suppliers) Cost in another Currency Important notes about this template • This template is a larger scale and wider format than previous Infor corporate presentation templates. • The corporate font for MS Office is Arial. Please make sure your content employs Arial font. Related Table • Porting content from previous presentations will likely require reformatting Field (Item of your content. See the next slide for conversion notes. Master) • This is an Office 2010 version. If you are using a version prior to Office 2010, you should contact IT and upgrade to 2010. CSYTAB Description Copyright © 2013. Infor. All Rights Reserved. www.infor.com 26 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 27 Xi Common Technology Platform Infor 10x Micro-vertical Suites | 3rd Party Apps | On Premise and Cloud Warehouse Management • Publish and subscribe • Loosely coupled integration makes apps upgrade-proof Mobility M3 • Workflow, alerts, and master PLM data management • XML document based integration • Oagis and Internet standards SCE Social Space Business Document • Real time repository EAM Business Vault Integrations Business Intelligence Local.ly Workflow & Alerts Sales Dashboard Mobility Copyright © 2013. Infor. All Rights Reserved. www.infor.com 28 Infor M3 Integrations Supplier Rebates June 2016 Local.ly (Russia/Turkey) d/EPM PLM - Optiva eCommerce/Rhythm Infor Reporting Infor CRM May 2016 Business Analytics Inforce/ Salesforce,com Business Vault Demand + CPQ, Configure/ Price/Quote Mar 2016 M3 Suite Advanced Planner Supplier Exchange Mobile Field Service Fashion PLM Supply Chain Execution Enterprise Asset Management (EAM) Jan 2016 Warehouse Mobility Copyright © 2013. Infor. All Rights Reserved. www.infor.com 29 Infor M3 >< Infor EAM Integrated Business Processes & Activities EAM Maintenance Requisitions MRO Inventory Trade Services Infor Ming.leTM M3 Master Data ION/BoDs Messaging Purchasing Goods Receiving Inventory Valuation Workflows Accounts Payable Budgetary Control Resource Planning Copyright © 2013. Infor. All Rights Reserved. www.infor.com 30 Available BODs for M3 13.3 23 Inbound BOD’s • • • • • • • • • • • • • • • • • • • • • • • AdvanceShipNotice AssetMaster BillOfMaterials BillToPartyMaster CodeDefinition - 34 CustomerPartyMaster EmployeeWorkTime InventoryAdjustment InventoryHold ItemMaster PayFromPartyMaster Person PurchaseOrder QualitySpecification QualityTestMaster ReceiveDelivery SalesOrder ServiceOrder Shipment ShipToPartyMaster SourceSystemGLMovement SupplierInvoice SupplierPartyMaster 52 Outbound BODs • AccountingBookDefinition • AccountingChart • AccountingEntity • AccountingJournal • M3 AdvanceShipNotice • InventoryAdjustment • RemitToPartyMaster • InventoryCount • Requisition • InventoryHold • • SalesOrder Invoice • ItemMaster • ServiceOrder • LCLJournalEntryReport • ShipFromPartyMaster • Location • Shipment • PayableTransaction • ShipToPartyMaster • PayFromPartyMaster • SourceSystemGLMovement • Person • SourceSystemJournalEntry • ProductionOrder • SupplierInvoice • PulseAlert • • SupplierPartyMaster PulseNotification • Workflow • AssetMaster • BillOfMaterials • BillOfResources • BillToPartyMaster • CarrierParty • ChartOfAccounts • CodeDefinition • ConfiguredAssetMaster • • PulseTask CreditTransfer • • PurchaseOrder CurrencyExchangeRateMaster • • QualitySpecification CurrencyRateType • • QualityTestMaster CustomerPartyMaster • Quote • CustomerReturn • ReceivableTransaction • EmployeeWorkTime • ReceiveDelivery • FinancialCalendar Copyright © 2013. Infor. All Rights Reserved. www.infor.com 31 M3 Extensibility Tools Custom Application Messages Reports • AdHoc Reporting • Report Manager M3 Event driven Foundation Generic API • MDBREAD • Custom list 1300+ Bookmarks Customer & Partner Tables New List Panel Copyright © 2013. Infor. All Rights Reserved. www.infor.com 32 New in M3 13.3 Event based Alerts can now drive ION I O N Create - Alerts, Tasks and drive ION Workflows Copyright © 2013. Infor. All Rights Reserved. www.infor.com 33 M3 Extensibility Tools Custom …and don’t’ forget Reports AdHoc Reporting Application •Infor• Ming.le • Report Manager Messages •Mashups •Search •Scripting M3 •SDKs •ION Integration Event driven •ION Workflow Customer & Partner Foundation •Report Manager Tables Generic API • MDBREAD • Custom list 1300+ Bookmarks New List Panel Copyright © 2013. Infor. All Rights Reserved. www.infor.com 34 Ming.le, H5 and Start Pages • • • • H5 in Mingle with personalizations, scripting, mashups and SDK Multi browser – multi device Configurable start pages and custom widgets with SDK …a flexible UX platform Copyright © 2013. Infor. All Rights Reserved. www.infor.com 35 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 36 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 37 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 38 Range of choices with value OPTION 1 Upgrade to latest version on premise Infor M3 13.3 10x OPTION 2 Infor CloudSuite via UpgradeX program From basic bundles to full industry suites • • • • • Infor CloudSuite M3 Infor CloudSuite Fashion Infor CloudSuite Food & Beverage Infor CloudSuite Distribution Enterprise Infor CloudSuite Equipment Rental * Choice & Value * March39 2016 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Customers upgrading to M3 13.x >250 downloaded 13.x 127> >81 ICS 69% upgraded or upgrading to Upgrades live on 13.x ICS 13.x Ave. reduction in mods NA >15% ~79% upgrading from RPG from pre M3 10.1 25% EMEA 63% APAC 35 M3 Cloud Customers 12% Partner Upgrades not included Copyright © 2013. Infor. All Rights Reserved. www.infor.com 40 Simple Update of 13.x platform (w. mods) Prep. Already performed Java/printout Modifications? Validate if modified function(s) exist in 13.x update. If yes then upgrade modification. Friday evening Investigate impact of Mandatory NCR’s (very few) Validate integrations (None M3 API based) Saturday Sunday Close existing 13.x env Apply updated modifications Install M3 Core 13.n Monitor Db Update Manager (CMS950) Start Db update by using UpgradeDb (LCM task) X-day Apply possible changes due to mandatory NCR’s After User log’s in to new environment Improvement project to activate new features Test/Smoke test env. Incl integrations/modifications Start Db update process (CMS950) Re-crawl index in IES Install upgraded products outside M3 Core Applicable for average M3 customer Db (less than 1Tb) Simpler update process to M3 13.3 • Delivered, from M3 development, as an update package including monitoring capabilities. • Can be done by local technician & project • More efficient UpgradeDb process -> improved speed, less disruptions to Db/Indexes • Normal Mashups, scripts, API-usage, Personalization's etc are version independent Db Update manager • • • • Initialization of new columns in Db Start/Pause/Re-run upgrade functionality Defines run sequence Facilitates monitor capabilities Copyright © 2013. Infor. All Rights Reserved. www.infor.com 41 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 42 M3 13.x Industry highlights Includes Industry highlights from 13.1, 13.2 & 13.3 Distribution • Target Buying workbench • Price/Margin Simulation 13.3 • Trade Promotions >enhanced rebate methods • Counter Sales – Flexible Quotes • Upgraded version of Counter Sales for Distribution 13.2 • More flexible Prepayment solution • New special rebate agreements including customer(s)/supplier terms • • • • • • 13.1 • • • • Special Price Agreements (Ship & Debit) Prepayment Control on sales order New possibility for Early orders for promotions Promotion management greatly improved Improved Back order prevention New version of Counter sales, improved search, cash-desk integration & KB shortcuts New Cash Desk Mashup to increase usability Enhanced Inbound receipts Pack & Ship Improvement for load building Picking and Inventory control improvements Equipment • • • • • • • • • • • • • • • • • Attribute-based services M3 Gantt charts / planning boards certified for the H5 client Fashion • • New Project Portal Mashup (New SKU) 6 day week rental price calculation New warranty claim management solution Parts marketing programs/rebates CRM for Equipment Auto-create a project from WO’s New equipment cost/revenue summary and new Equipment Transaction Register Enhanced sales price and discount handling Enhanced and consistent credit limit management Cash management extended to all order flows and new end-of-day processing • • • • • • • • • Introduced support for US sales tax without the need for Vertex • Significantly enhanced Equipment Quotation Management • New Equipment reservations • • New warranty parts storage solution Enhanced Core management setup, processing and accounting • Aggregated maintenance of a PO & DO by style, Color across and within orders Style composition by part/color for complex apparel and footwear needs F&B/Chemicals/Process • • • Interface to Infor Advanced Planner Grower Contracts Management Support new freight calculation process also for inbound deliveries and shipments New Matrix for CO’s -unlimited columns/full maintenance capabilities ISO Only Mass update of multiple CO lines Improved Batch Allocation capabilities Quick de-allocation full order- style, style-color Integration -Infor Graphical PCM Kit generation based on quantity size breakdown • • • • • Kit in purchase and auto kit price calculation • Improved visibility of aggregated content and more aggr. levels. • Foundation improvements to – color and size in characteristics • Improved visibility of kits in matrix in CO and stock overview Bulk Order enhancements for make-to-order, make-to-stock • • Staging of packages in receipt process • Item Creation program MM077 – capability to browse on Z-axis • Integration to 3rd party freight forwarders (freight charges ) • New Fresh Food Planning Application New Lab- and quality control module Freight/Transport management (Outbound) Interface to Infor Advanced Planner Customer Channels with new ship-to customer ID Auto-closing and rejection rules with info on CO-documents Freight costs model – generate internal accounting transactions Receive same lot twice from PO and multiple lab-requests per lot Lot blending and tank cleaning Lot management – strict rotation, lotnumbering rules etc Manufacturing – Back-flush labor- and process-time at put-away Purchase order ASN supporting F&B with Catch Weight, expiry dates Payment terms on customer order line Manufacturing • • • • • • • • • • • • • • • • • • Full screen MO reporting Financial Audit and Accounting Environmental Tax Management Account Dimension-10 Character (A/N) Integration with Infor Graphical PCM New Lab- and quality control module Freight/Transport management (Outbound) Full screen MO reporting Supply Chain Orders - upstream changes of dates Flexible Lot numbering & improved status handling Warehouse Mobility improvements, more coverage, simplified processes Enhanced product replacement capabilities in Sales Orders New Picking Workload Overview function Supplier Exchange ION Integration Harmonization of Users in M3 Auto Reporting of MO Operation times based on qty produced Attribute Controlled Kits Improved Location based inventory checks Copyright © 2013. Infor.(StockTakes) All Rights Reserved. www.infor.com 43 Get More Information – Stay Connected Infor Xtreme Business Engine Changes Summary Copyright © 2013. Infor. All Rights Reserved. www.infor.com 44 M3 Summary Delivering More Value for our customers… More Depth In functionality for all our focus industries In tooling to reduce customers modifications More Breadth New countries – Russia & Turkey New processes – new modules More Simplicity Simpler installation of the M3 Core solution Easier updates to next 13.x release More Choice SaaS Cloud On-premise Copyright © 2013. Infor. All Rights Reserved. www.infor.com 45 Agenda • • • • • Industry Highlights Small but important improvements Event driven architecture Getting there Summary • Questions?? Copyright © 2013. Infor. All Rights Reserved. www.infor.com 46 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 47