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
Service
Sales
Purchase
Warehouse
Costing
Project
roduction
Orders
Planning
General data
Specific data by
Department
(sub entities)
Item type
Item group
Item Classifications
Revision control
Serial Control
Lot 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
By
Pay
To
Invoice
From
Ship
From
Sold
To
Buy
From
Invoice
To
Pay
By
Invoice
From
Pay
To
• Define customer roles
Option: By Department Option: By Department
Option:ByDepartment
Option:ByDepartment

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 Relations
Warehouse 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

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

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 books
Pricing and quantity
breaks
Price Matrices
(can be factored)
Search priority
Price books
breaks
Price books
breaks
Price books-
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
Warehouse 100
Fin Co 100
Log Co 100
Warehouse 300
Fin Co 300
Log Co 300
Inventory Transfer
Invoice

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 Forms
Object 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

User Personalizations – Grid Fields
Copyright © 2011 Infor/Lawson. All rights reserved.37

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.com
www.performaapps.com
Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners
703.251.4504 or dan.aldridge@i-app.com

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

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Editor's Notes