Manufacturing and XA GREAT IDEAS User Conference Descriptions of Detailed Sessions Track 1: Every Day User—Hauenstein Room XA Powerlink Basics and Advanced Topics – These two sessions show the how-to and power of Powerlink, the XA architecture. Some XA users don’t really understand Powerlink, or they use it infrequently, or don’t know how to use newer functions. “Basics” will cover key functional areas like how to create or work with Views, Subsets, Sorts, Preferences, Card Files, and other fundamental features of Powerlink. Advanced Topics will cover things like Compound Cards, Workbenches, Quick Change, Power Expand, e-Mail integration, Cascading subsets, Column Statistics, Open Actions, Templates, and other productivity features. For an everyday user, these are great sessions. 10 Ways to Use Your System More Effectively – This session will be another great session for users and I/T professionals who would like to see and learn about innovative techniques, applications, or methods for better utilizing “systems.” This could be integrating and using iSeries capabilities, SQL, Integrator, Excel, and e-mailing from the iSeries, as well as other “cool” stuff. Some quick and easy applications might be A/R and A/P Agings in Excel from IFM; entering IFM journal entries into Excel for automatic load into IFM; or how to take existing applications and use Enterprise Integrator and Microsoft technology to create a touch-screen application. There will be great examples of how to quickly implement small applications or basic technologies that can help users work much more efficiently and effectively. There is payback related to the use of these examples. Enterprise Integrator and System Link: Real-World Examples —This session will discuss and show real examples of how companies have used the Enterprise Integrator to create their own application that “extend” XA by allowing you to create your own applications with XA without modifying XA. System Link is a powerful XA tool to edit and “input” data into XA, and examples will be shown, like how to mass change PO pricing by uploading Excel data to XA via System Link. XA Business Analytics – This session will review the XA “Business Vault” that can be created for data mining for reporting and dashboard purposes. A customer speaker will discuss their project using the Business Vault and Analytics and what they plan to use XA Analytics for. XA GREAT IDEAS User Conference Sessions, Detailed Descriptions 1 Track 2: Manufacturing and Execution –Pfeiffer Room Advanced Planning or Constraint-Based Scheduling—What’s Right for You? There are multiple ways to plan and execute with XA—standard MRP/CRP, Advanced Planning and Scheduling with Visual Planner, or Constraint-based scheduling with Thruput. What are the differences and where should each of these be used, why, and when? This session will differentiate these for you. Material Logistics: Multi-Site MRP/DRP Many companies need to plan and execute the demand/supply relationship between many sites, plants and warehouses. Moreover, specific “rules” may define what plant builds and/or supplies other plants, warehouses or customers. Customer AND intersite fulfillment are key functions built-into this Powerlink application. It provides flexible and streamlined ways of handling multi-site and inter-site “demand and supply” issues, including automatic drop-ships from the most efficient plant or warehouse based on customer location, available stock, and currency. This session will be covered by a multi-site expert who has implemented Material Logistics around the world. XA Shop Floor Reporting and Execution MES (Manufacturing Execution System) for XA is a combination of shop floor reporting, Quality Management, real-time Machine Monitoring, and serves as a two-way communication with the office and everything that needs to happen and be monitored on the shop floor. Learn how the XA Manufacturing Execution System is integrating the shop floor and business. Far more than just a “data collection” system, MES provides many tools to manage almost all activities needed on the shop floor: - 2-Way Paperless Shop-Floor Reporting and Scheduling Quality Management Kanban Genealogy Tracking Workforce Management Lean Manufacturing XA Material Planning System This new application is essentially a streamlined MRP by using Powerlink. It shows a new “picture” of the Material Plan (Item Requirements Inquiry) and also provides an easy-to-use activity summary of total requirements, total orders, net change, project balance, and exception count. Considerable design work went into this user- based application. Material Bar-Coding and Scanning Transacting and controlling material with bar codes and scanning via Radio Frequency or wi-fi devices is a hot topic. However, there are many issues related to barcode scanning. Learn how you might address these issues and use scanning for material control and Shipping. Earlier in the Main Session, a customer will talk about their implementation of scanning for controlled warehouses. XA GREAT IDEAS User Conference Sessions, Detailed Descriptions 2 Track 3: Finance and Administration—Klopcic Room XA Enterprise Financials Re-designed in Powerlink, the new A/P and A/R applications provide greater flexibility, full Powerlink capabilities, and many new enhancements. Collectively they are called AR/AP/Cash. A new and optional Enterprise General Ledger application is also available to handle multiple books and provide full Powerlink features for GL. Engineering Change Management System This is a completely web-based (brower-based) system to create, monitor, and track all your Engineering Changes, including all related tasks, files and e-mail. It provides complete visibility to EC’s by Originator, Assignee, Customer, Date Created, EC number, Part Number, Status, and other ways. It prevents things (tasks, data, documents, dates, changes, …) from getting “lost” or slipping through the cracks. This system is designed specifically to deal with all sorts of “change” issues and deal with them from one portal for easy accessibility. Tightly integrated with XA, it will also capture the IMPACT that changes will have on outstanding and planned Purchase Orders, MO’s, and inventory status, thus helping to eliminate the problem of obsolete materials. Electronic Workflow Requisitions and Approvals Use a web-based interface to automatically route requisitions to the right users via your own APPROVAL PROCESS and using your own "limit of authority rules" for requisitioning. Establish rules for requisitions by Expense Type, Location, Dept or Project and Dollar Amount. Even see budgeting information for visibility to purchases BEFORE they happen. Eliminate paper requisitions and manual processes. With the system you will be able to have unlimited line items on a requisition and you will be able to: Standardize repeatable approval processes and rules Work with auditable workflows & approvals Have requisitions that are always visible, every step of the way Support multiple XA environments and multiple currencies and languages Dramatically improve throughput speed (especially in companies with multiple locations) Integrate with XA Purchasing or Procurement without re-keying Close the loop: Reqs–PO-Receivings Supplier RFQs can also be sent and managed online via the web. Tightly integrated with XA, Buyers and Planners can also upload approved contracts to XA contract files. Project Management and Capital Project Budget Tracking Use automated Task Management, Alerts, and Notifications to manage and track all aspects of any project, including people, tasks, documents, project status, % completion, critical path, resource utilization, and a complete history of the project or program. It synchronizes Tasks with MS Project, where companies often define a project, and is the collaboration solution for successfully managing projects. This system will update MS Project automatically, and has a “wizard” for easy reporting of percentage of task completion. Also, track costs compared to capital project budgets. Human Resource System (and Payroll) Infor Human Capital Management is a highly functional Human Resources System is based on the IBM System i. It has full web-based employee kiosk functionality for employee self-serve, including up-todate status of employee benefits and other information. A full-function Payroll system is also available. XA GREAT IDEAS User Conference Sessions, Detailed Descriptions 3 Track 4: Customer Service—Brewer Room (lower level) CRMi for XA Customer Relationship Management is a standard application with XA based completely in Powerlink. Its main functions are to manage or provide: • Contact Management for Contacts, Prospects, Quotes and Orders • Sales Process Management for Leads, Opportunities, Quote, Orders • Marketing campaigns for Global Management, Mass Mailings, Precision Market Definitions, or other user-defined marketing events Using the Power Architecture, users can “set up” the system for how they want it to work. CRMi can also work with mobile devices via Infor’s Road Warrior application or other mobile methods. A customer will also speak on their use of CRMi. Product Configuration Management See this highly functional product configurator for XA. It is an outstanding fit for companies with numerous product features, options, rules, pricing methods, or other “configure-to-order” needs. The configurator also has optional 2D and 3D imaging, quotations, and Sales Channel support. Quotation Management System How do you like your current quotation process? What if you had a web-based workflow system integrated with XA to prepare estimates and quote? Track them through a defined process, provide accurate costing and B/M information, and incorporate Supplier RFQ’s right into the quote! Learn about ways to simplify and address this unique area of your business with workflows, cost elements, XA b/m, XA routings, quote revisions, quote options, copy quotes, and even the ability to click one button and send a formatted quote to a customer. XA Sales Portal and Web Storefront XA’s COM-Net 2 is more than just a web storefront. It’s a web-based Sales and Service portal for customers, dealers, distributors, sales reps, and others. It provides both B2B and Business to Consumer capabilities. Allow customers to place XA orders via a Web Storefront right from your own web site. Also do this with an online catalog with credit card support. Allow customers to see their order status, shipped history, inventory, invoices, and other information via the web. Provide Online Bill Pay to customers. Use the Dashboard to monitor and analyze activity of visitors to your sales portal. Also provide a document portal, and use this portal as a marketing and sales tool, not just a general information web site. Rate Shopping and Carrier Freight for XA: AR Traffic This application is integrated with XA Customer Service Management for shipments and parcels including rate shopping. AR Traffic’s logistics tools are designed to streamline the transportation process and reduce freight bill costs. Some key features include: Freight Rating Carrier Routing/Optimization Carrier Audit/Payment Parcel Compliant Labeling/Manifesting Shipping Documentation (including VICS BOL) XA GREAT IDEAS User Conference Sessions, Detailed Descriptions 4 Track 5: Specialized Applications—Frederik Meijer Gardens Foundation Room (lower level) EAM Maintenance Management Enterprise Asset Management is a full function system for tracking and maintaining all assets in a company, from tools to machines to building to vehicles. Preventive Maintenance and Machine/Asset Management are critical to your operations. See Infor’s best-of-breed solution for this important area of your company. A specialist with years of working in maintenance will host this session. Global Supplier Exchange This leading-edge Infor application is designed to facilitate multiple procurement methodologies in a collaborative web environment with your XA system and your suppliers. It extensively covers: - Event Management - Material Planning - Shipment Planning - Performance Monitoring - Quality Management and Dashboards Infor Document Management Learn all about Infor's premier Document Management solution for XA. Discover how you can eliminate paper and do away with filing cabinets. If paper handling is a problem, learn how to keep everything electronically stored and tied with your XA system. Quality Management for XA Quality Management provides real-time visibility into details about quality related concerns such as administration, control plan design, control plan testing, non-conformance management, and data extracts. Improve your visibility into quality related details. Security Management Plus If you’re looking for a fast and administratively simple way to maintain USER IDs and security for your XA System, look no further. SM Plus is a Powerlink application with great functionality and ease of use. 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