infor ln.com baan 4 to ln upgrade differences training order management


Baan-to-LN Differences Training“Sales, Purchasing & Pricing”December 2014


Common Data and Topics


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


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


Implemented Software Components• Company level enabling of functionality

• Easy implementation

• Dynamic form building

• Historical view of changes • Traceability


Implemented Software Components

Same history concept for parameters


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 SO2 WH1 WH2

Enterprise unit 2

Sales office SO4


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


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


Item data structure

Warehousing data

Costing data

Purchase data

Project data

Production dataService data

Sales data

Ordering data

Planning data

General item data

Ser

vice

Sal

es

Pur

chas

e

War

ehou

se

Cos

ting

Pro

ject

rodu

ctio

n

Ord

ers

Pla

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General data

Specific data by Department

(sub entities)

Item typeItem groupItem ClassificationsRevision controlSerial ControlLot Control

Default warehouse


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


Business Partners• Represents customers and/or suppliers

• Main definition with individual roles

• Internal business partners

• Affiliated Companies (Multisite operations)


Supplier

Roles

Customer

Roles

• Define supplier roles

Business Partner - Roles

Business

Partner Invoice

To

Ship

To

Pay

ByPay

To

Invoice

From

Ship

From

Sold

To

Buy

From

Invoice

ToPay

ByInvoice

FromPay

To

• Define customer roles

Option: By Department Option: By Department

Opt

ion

: B

y D

epar

tmen

t

Option

: By D

epartm

ent


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


Internal Invoice RelationsWarehouse 100Fin Co 100Log Co 100

Warehouse 200Fin Co 200Log Co 100

Inventory (Goods)Transfer

Bilateral Invoice



BusinessPartABC

Inventory Movement Sales Invoice

Triangular Invoice

Sales order


Warehouse Management• Centralized inventory movement• Centralized inventory reporting• Warehousing Order numbers reflect origin order numbers

Warehouse ManagementReceipts/Issues/TransfersValuationsCycle CountingPackaging and StorageOrder Generation

Planning SFC

Purchase

Sales

Service

Finance Assembly Control Freight Management

QM

EDI

Project


Distribution Package• Sales and Purchasing are broken out into different packages

• Pricing is part of the Common Data

• Customer dashboard 360

• Supplier dashboard 360


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


Matrix Definitions (up to 6 criteria)

Price booksPricing and quantity

breaks

Price Matrices(can be factored)

Search priority


breaks


breaks

Price books-Pricing and quantity

breaks

Price Books and Matrices


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


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


Multi Level Pegging


Restructure Benefits• Centralized control / separation of duties

• Flexibility with control

• Ease of modeling

• Multi-site / multi-company


Functionality Enhancements• Improvements for flexibility

• Updates for efficiency

• Streamlined business processes

• Elimination of customizations


Available/Capable to Promise• Normal ATP

• On hand and projected

• Capacity CTP

• Component CTP

• Product Family CTP

• Channel ATP


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


Multi Company Inventory Transfer• Multi company inventory transfer

• Transfer

• Transfer(Manual)

• EP Distribution



Inventory Transfer

Invoice


Multi Company Inventory Transfer


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


Cross Dock Orders


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.


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


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 formMulti main table logicNew suffixes

Form tabs A separate form for every tab

One dynamic form can have several tabs

37Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2011 Infor/Lawson. All rights reserved. 37

User Personalizations – Grid Fields



No Queue Time field


User Personalizations – Column Width

Hover the mouse and left click.Drag and drop the column width


User Personalizations – Column Width


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


Dynamic Index Switching


Find and Sort


Easy Filtering


Advanced Filtering (from “View” Option)


Advanced Filtering


Advanced Filtering/Easy Filtering


Dashboards


Dashboards • Greater visibility• Central session for navigation

• Items

• Work centers

• Customer 360-CRM

• Project

• Inventory

• Many more


Dashboards


Dashboards-Customer 360 (CRM & Sales )

59


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]

http://inforln.com/

http://www.performaapps.com/

infor ln.com baan 4 to ln upgrade differences training order management

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