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
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
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)
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
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.
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
5
M3 13.3 F&B and Chemicals
M3 - Lab/QI-module – phase 2




Shipment tests
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
 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
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
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
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.
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
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)
12
New Mobile Service app MFS (GA Oct 2015)
Windows Embedded Mobile
Old style interface
Device Independent iOS/Android/Windows 8
Clear Work solution
13
M3 13.3 Manufacturing / All industries
M3 - Manufacturing
 Full-screen multi MO-reporting of
receipt into stock
 Full-screen MO-reporting of materials
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.
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.
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
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
17
13.3 Regulatory and Statutory
Summary
• New Countries
• Russia
• Turkey
• Improvements to existing countries
•
•
•
•
•
•
•
•
•
Malaysia
Czech
Slovakia
Canada
India
France
Italy
Mexico
Portugal
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
19
Agenda
•
•
•
•
•
Industry Highlights
Getting there
Summary
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
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
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
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
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
26
Agenda
•
•
•
•
•
Industry Highlights
Getting there
Summary
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
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
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
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
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
32
New in M3 13.3
Event based Alerts can now drive ION
I
O
N
Create - Alerts, Tasks and drive ION Workflows
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
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
35
36
37
Agenda
•
•
•
•
•
Industry Highlights
Getting there
Summary
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
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
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
41
Agenda
•
•
•
•
•
Industry Highlights
Getting there
Summary
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
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
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
45
Agenda
•
•
•
•
•
Industry Highlights
Getting there
Summary
• Questions??
46
47

New in M3 13.3

Transcription

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