1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Baan-to-LN Differences Training “Sales, Purchasing & Pricing ” December 2014
Jul 18, 2015
1Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Baan-to-LN Differences Training“Sales, Purchasing & Pricing”
December 2014
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Common Data and Topics
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Baan Infor LN• Architecture - table and module adjustments
• Functionality enhancements
• Usability advancements
• More flexibility
• Change the way work is done
• Lower total cost of ownership
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Currency Systems• Single - BaanIV
• MCR is available
• Dependent – 3 currencies
• Reference, local, reporting 1, reporting 2
• Independent
• Same - For high-inflation countries
• Standard
• For global, multisite/multicurrency companies
• Less dependency on the reference currency
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Implemented Software Components• Company level enabling of functionality
• Easy implementation
• Dynamic form building
• Historical view of changes
• Traceability
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Implemented Software Components
Same history concept for parameters
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Enterprise Units, Companies and Departments Enterprise units and financial companies
Work center 100
Financial company 100
Enterprise unit 1
Logistic company 100
Enterprise unit 3
Financial company 300Financial company 200
Logistic company 200
Sales office SO1 Sales office SO2WH1 WH2
Enterprise unit 2
Sales office SO4
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First Free Numbers• Order entities are 9 digit numbers
• Order numbers (sales, purchase, cycle count, etc.)
• Receipts, shipments, inventory transaction IDs
• Number group (New Concept) defines series length
• Optional for series numbering
• Business partners
• Addresses (address codes)
• Contacts
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Item Data Table Structure• A single item code repository
• Customized and standard items together
• Standard to order logic – lean
• Item segmentation 47 characters in tc
• Project 9 - item – 38
• Item description – 30 characters
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Item data structure
Warehousing data
Costing data
Purchase data
Project data
Production dataService data
Sales data
Ordering data
Planning data
General item data
Ser
vic
e
Sal
es
Pu
rch
ase
War
eho
use
Co
stin
g
Pro
ject
rod
uct
ion
Ord
ers
Pla
nn
ing
General data
Specific data by Department
(sub entities)
Item type
Item group
Item Classifications
Revision control
Serial Control
Lot Control
Default warehouse
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Cost Price Calculation
• Cost and valuation calculation multiple times daily
• One Standard Cost per item / company
• Inventory valuation defined by item / warehouse / warehouse valuation groups
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Business Partners• Represents customers and/or suppliers
• Main definition with individual roles
• Internal business partners
• Affiliated Companies (Multisite operations)
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Supplier
Roles
Customer
Roles
• Define supplier roles
Business Partner - Roles
Business
Partner Invoice
To
Ship
To
Pay
By
Pay
To
Invoice
From
Ship
From
Sold
To
Buy
From
Invoice
ToPay
By
Invoice
From
Pay
To
• Define customer roles
Option: By Department Option: By Department
Op
tio
n: B
y D
ep
art
me
nt
Op
tion
: By D
ep
artm
en
t
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Internal and Affiliated Business Partners• Represents internal entities
• Via enterprise units (finance company link-Single Logistic)
• Warehouse, sales office, purchase office
• Service office, shipping office, accounting office
• Project
• Via Site (Multi-Logistic)
• Enables invoicing of inventory movements
• Warehouse transfers
• Multi-site customer delivery
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Internal Invoice RelationsWarehouse 100
Fin Co 100
Log Co 100
Warehouse 200
Fin Co 200
Log Co 100
Inventory (Goods)Transfer
Bilateral Invoice
Warehouse 100
Fin Co 100
Log Co 100
Warehouse 200
Fin Co 200
Log Co 100
Business
Part
ABC
Triangular Invoice
Sales order
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Warehouse Management• Centralized inventory movement
• Centralized inventory reporting
• Warehousing Order numbers reflect origin order numbers
Warehouse Management
Receipts/Issues/Transfers
Valuations
Cycle Counting
Packaging and Storage
Order Generation
Planning SFC
Purchase
Sales
Service
Finance Assembly Control Freight Management
QM
EDI
Project
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Distribution Package• Sales and Purchasing are broken out into different packages
• Pricing is part of the Common Data
• Customer dashboard 360
• Supplier dashboard 360
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Flexible pricing structure• Pricing heirarchy for both Purchasing and Sales:
• Contract (Special and Normal)
• Price matrices (matrix definition)
• Standard Price book
• Item master
• Matrix definitions allow for different price books to be linked to a large variety of search criteria:
• Item related (classifications)
• Customer related
• Customer type related (classifications)
• Order related
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Matrix Definitions
(up to 6 criteria)
Price books
Pricing and quantity
breaks
Price Matrices
(can be factored)
Search priority
Price books
Pricing and quantity
breaks
Price books
Pricing and quantity
breaks
Price books-
Pricing and quantity
breaks
Price Books and Matrices
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Promotion and Discounts• Promotional discounts or free items with purchase
• Discounts also tied to matrix definitions
• Search criteria
• Up to 5 levels of discounts that can be defined as automatic assigned
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Warehousing Decoupled from Sales and Manufacturing• Warehouse is an independent package removed from distribution (td)
package
• Inventory Valuation tied to Item and warehouse
• Default valuation methods are very flexible and can be defined by
• Item valuation group
• Warehouse valuation group
• Additional functionality
• Flexible transaction processing with automatic activity settings
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Multi Level Pegging
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Restructure Benefits• Centralized control / separation of duties
• Flexibility with control
• Ease of modeling
• Multi-site / multi-company
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Functionality Enhancements• Improvements for flexibility
• Updates for efficiency
• Streamlined business processes
• Elimination of customizations
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Available/Capable to Promise• Normal ATP
• On hand and projected
• Capacity CTP
• Component CTP
• Product Family CTP
• Channel ATP
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Order Promising Status• ATP/CTP for all origins
• CRM, manual, EDI, quotations
• Saving sales orders
• Fails ‘CTP Check for Sales’
• No planned inventory transaction
• Batch inventory check
• Order promising status
Pending Accepted Not accepted
1.
2.
3.
inventory
check
inventory
shortage
handling
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Multi Company Inventory Transfer• Multi company inventory transfer
• Transfer
• Transfer(Manual)
• EP Distribution
Warehouse 100
Fin Co 100
Log Co 100
Warehouse 300
Fin Co 300
Log Co 300
Inventory Transfer
Invoice
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Multi Company Inventory Transfer
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Multi Company Inventory Transfer
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Multi Company Inventory Transfer
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Supply and Demand Matching
• Direct material supply (DMS)
• Demand and supply matching
• User specified grouping of warehouses
• Dynamic cross docking
• Receipts link to open demands
• Can Generate the Cross docking requirements or manually enter
• Purchase receipt to waiting sales order or Production order
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Cross Dock Orders
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Usability Advancements• Fewer business process steps
• Flexible order processing (activities)
• Dynamic forms
• Allows easy personalization of screens
• Improved navigation, search and filter capabilities
• WebUI and ION workspace allow for Greater accessibility.
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Easy Session Access• Detail session access from other sessions
• Material issue from production orders
• Session access controlled via tools
• User roles and templates
• Company, package, module, session, table, field
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Sessions and Dynamic FormsObject BaanIV Infor LN
Sessions and Forms Static look and feel Dynamic. Built on run time
and only valid fields show
Display, Maintain & Print Separate print, display. and
maintain sessions
Combined into one with
print icon
Overview and Detail
sessions
Separate sessions
-m000 and –s000
One dynamic form
Multi main table logic
New suffixes
Form tabs A separate form for every
tab
One dynamic form can
have several tabs
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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User Personalizations – Grid Fields
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No Queue Time field
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User Personalizations – Column Width
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Hover the mouse and left click.
Drag and drop the column width
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User Personalizations – Column Width
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Usability Object BaanIV Infor LN
Dynamic Index Switching ‘Order’ option Expanded
Find and Sort Not supported Sort within find search
Filtering Query by form.
Query can not be saved.
Multiple filter support.
Filters can be saved and reused later
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Dynamic Index Switching
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Dynamic Index Switching
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Dynamic Index Switching
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Find and Sort
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Easy Filtering
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Easy Filtering
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Advanced Filtering (from “View” Option)
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Advanced Filtering
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Advanced Filtering/Easy Filtering
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Dashboards
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Dashboards • Greater visibility
• Central session for navigation
• Items
• Work centers
• Customer 360-CRM
• Project
• Inventory
• Many more
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Dashboards
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Dashboards
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Dashboards
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Dashboards-Customer 360 (CRM & Sales )
58
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For more information go to:http://inforln.comwww.performaapps.com
Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners
703.251.4504 or [email protected]
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