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Inforln.com Personalizing and Customizing ERP LN Applications in Infor LN 10.4

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Inforum 2014 Infor ERP differences training for Infor Ming.le, Infor Cloudsuites and Infor ERP LN. These presentations explain how to use new functionality enhancements in Infor LN 10.4 and other applications within the vertical industry Cloudsuites. There are Cloudsuites for Financials, Aerospace and Defense (A&D), Automotive, Industrial Machining and Equipment and other discrete manufacturing industries. If you still have Baan 4, FourthShift, Microsoft Dynamics GP, SAP R/3 or any other legacy ERP, then you might want to consider Infor LN. We specialize in Baan 4 to LN migrations but can handle upgrades from virtually any manufacturing ERP system to the new Infor CloudSuites. For more information and how-to content, visit http://inforln.com or contact Dan Aldridge, CEO of Performa Apps, at 703.251.4504.

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Inforln.com Personalizing and Customizing ERP LN Applications in Infor LN 10.4

  1. 1. 2Copyright © 2014. Infor. All Rights Reserved. www.infor.com 2 LN-1005 The Path to Agility Personalizing and extending the LN applications without using source code Bram Vijfhuizen, Sr. Product Manager, Development Harold Vrieling, Sr. Director, Development
  2. 2. 3Copyright © 2014. Infor. All Rights Reserved. www.infor.com What keeps our customers awake… Globalization and Technology Change Increasing Customer Demands Growth and Business Model Innovation Increasing Complexity – Organization Product and Process Demographic Shifts and New Media Compliance and Sustainability
  3. 3. 4Copyright © 2014. Infor. All Rights Reserved. www.infor.com Our strategy Architecture of the Internet Cohesive, upgrade-proof applications Micro-verticals suites Deep, last mile features for industry sub-sectors Beauty Compelling user interfaces and consumer- grade experiences Cloud Flexible and proven cloud solutions for select industries
  4. 4. 6Copyright ©2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. Achieve Rapid Time to Value Simplicity Excel at Performance Scalability and Availability Deliver on Agility LN Technology Values
  5. 5. 7Copyright ©2014 Infor. All rights reserved. Achieve Rapid Time to Value
  6. 6. 8Copyright © 2014. Infor. All Rights Reserved. www.infor.com v • Precanned ION and DEM content packs
  7. 7. 9Copyright ©2014 Infor. All rights reserved. Deliver on Agility
  8. 8. 10Copyright © 2014. Infor. All Rights Reserved. www.infor.com Better Alignment of IT to Business Needs Quickly Deliver New Capabilities to Support Business Streamline Compliance and Mitigate Risks Support Market Expansion / Shrinkage via IT Infra Optimize Business Processes Optimize / Shorten Supply Chain Easy LN Upgrades
  9. 9. 11Copyright © 2014. Infor. All Rights Reserved. www.infor.com Infor LN Extensibility Model Customer Defined Fields User Exit DLLs In-Context Modeling Personalization Enable customers to extend Infor LN business logic without owning LNs standard source code UILN Object Logic UI integration
  10. 10. 12Copyright © 2012. Infor. All Rights Reserved. www.infor.com 12 Customer Defined Fields (CDF)
  11. 11. 13Copyright © 2014. Infor. All Rights Reserved. www.infor.com Customer Defined Fields My New Field:
  12. 12. 14Copyright © 2014. Infor. All Rights Reserved. www.infor.com CDF enhancements since ES 10.3 • Create your own enum datatype • List datatype • Manipulation of CDFs via Expression Modeler • Conditional Formatting of CDFs • Easy SQL supports CDFs • Use reference to CDFs in reports • Use form references to CDF in other tables 10.4
  13. 13. 15Copyright © 2014. Infor. All Rights Reserved. www.infor.com Business Benefits • Customer Defined Fields (CDFs) • User Exit DLL • until ES 10.3.1 dependent on Data Access Layer • ES 10.3.1 enables extensibility if no Data Access Layer (DAL) is in place • Programming CDFs with User Exit DLLs • Externalize modifications • Infor 10x – ION and complementary applications to complement Infor LN • Rapid Time to Value • Ability to personalize the application with all the associated benefits of increased usability, productivity, process fit • Increased agility by avoiding source code modifications Extending the LN solution
  14. 14. 16Copyright ©2014 Infor. All rights reserved. Personalization
  15. 15. 17Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalization • Simplication of Look-and-Feel • Role-based control • Deployment per user, role or company • Majority is insensitive for upgrades • Model once - reuse anywhere
  16. 16. 18Copyright © 2012. Infor. All Rights Reserved. www.infor.com Components • Forms • Toolbars • Messages • Questions
  17. 17. 19Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalization - Where is it ??
  18. 18. 20Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalize Forms
  19. 19. 21Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalize Forms • Hide / Show Fields • Reorder fields • Emphasize labels with color • Change fields state • Mandatory input • Read-only (Integrations) • Rollback change • Reset personalizations
  20. 20. 22Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalize Toolbars • Hide / Show buttons • Change application icons • Hide / Show buttons • Change application icons
  21. 21. 23Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalize Menus • Hide/Show commands • Set default report
  22. 22. 24Copyright © 2012. Infor. All Rights Reserved. www.infor.com Suppress Messages and Questions • Suppress irrelevant dialogs • Set in User Profile
  23. 23. 25Copyright © 2012. Infor. All Rights Reserved. www.infor.com Configuring LN System and Users
  24. 24. 26Copyright © 2012. Infor. All Rights Reserved. www.infor.com 26 Streamline Output Process Quickflow
  25. 25. 27Copyright © 2012. Infor. All Rights Reserved. www.infor.com Quick Flow - Streamline Output Process Paperless Office - Cloud • Force paperless printing • One-click Print • Program Print button • Suppress Selection Dialogs • Default Device Selections
  26. 26. 28Copyright © 2012. Infor. All Rights Reserved. www.infor.com Print Settings – Forcing devices Force electronic output formats • HTML • PDF • Infor Reporting strategy
  27. 27. 29Copyright © 2012. Infor. All Rights Reserved. www.infor.com Print Full Range vs Selection Range Quick Flow • Only with row selections
  28. 28. 30Copyright © 2012. Infor. All Rights Reserved. www.infor.com Simplifying Output Device Selection Now in one dialog • Device Tab • Options Tab
  29. 29. 31Copyright © 2012. Infor. All Rights Reserved. www.infor.com Quick flow - Enabled or not ? • Check • means ON • Unchecked • means OFF • no defaults • saved defaults
  30. 30. 32Copyright © 2012. Infor. All Rights Reserved. www.infor.com 32 Administration of Personalization Features
  31. 31. 33Copyright © 2012. Infor. All Rights Reserved. www.infor.com Administration - Repository • Stored in Tools repository
  32. 32. 34Copyright © 2012. Infor. All Rights Reserved. www.infor.com Personalizations – Model and Deploy Best Practise • Model personalization • Deploy to right level • User • DEM Role • Company
  33. 33. 37Copyright © 2012. Infor. All Rights Reserved. www.infor.com Import Personalizations • Prevents overwrite • Prints conflicts • Skip conflicts
  34. 34. 38 Conditional Formatting
  35. 35. 39Copyright © 2012. Infor. All Rights Reserved. www.infor.com Emphasize LN data • Color fields and/or rows • Alert icon as row marker • Tooltip
  36. 36. 40Copyright © 2012. Infor. All Rights Reserved. www.infor.com Conditional Formatting - Administration • XML export formatting rules • From specific export user • Convert to System level
  37. 37. 41 In-Context Modeling UI integration
  38. 38. 42Copyright © 2012. Infor. All Rights Reserved. www.infor.com Context Context
  39. 39. 43Copyright © 2012. Infor. All Rights Reserved. www.infor.com General concepts • Application integration • Data level: Business Object Documents • UI level: Context Messages • Web Parts • Context Messages • Sent by core application on certain events • Record selection • Field modification • Web parts subscribe to context message types User experience: The LN system shows me relevant information based on what I’m doing
  40. 40. 44Copyright © 2012. Infor. All Rights Reserved. www.infor.com • Web Parts • Related Information • In-Context BI • Map • Package Tracker • ... Web Parts vs Context Messages • Context Message • inforBusinessContext • inforBusinessContext • Address, multipleAddress • packageInformation • …
  41. 41. 45Copyright © 2012. Infor. All Rights Reserved. www.infor.com General concepts • Context messages are sent in JSON format • sendMessage('inforBusinessContext',{"screenId":"infor.ln_tcmcs0145m000","contextId" :"102412150622_26567_13","logicalId":"lid://infor.ln.nlbaltoolsdev- 432","entities":[{"drillbackURL":"?LogicalId=lid://infor.ln.nlbaltoolsdev- 432&ICMDrillback=true&Session=tcmcs0145m000&SessionIndex=1&Filter=A BC&Mode=32","id1":"ABC","name":“Area","entityType":"tcmcs045","accountingEntity ":"infor.ln.432","readonly":false}]}); • Ming.le also reacts on business context message • Posts • Messages • Drillback to application screen from which the context message was sent
  42. 42. 46Copyright © 2012. Infor. All Rights Reserved. www.infor.com Implementation in Infor LN • Context is based on current record in the session • Referenced information can also be sent in context message • Example: For Sales Order Line we may be interested in: • Sales Order Line • Item • Sales Order • Business Partner
  43. 43. 47Copyright © 2012. Infor. All Rights Reserved. www.infor.com Implementation in Infor LN • Messages not hard-coded • Each table / session requires In-Context Model • Which context messages to be send ? • In-Context Library generated • In-Context Library constructs and sends context messages at runtime
  44. 44. 48Copyright © 2012. Infor. All Rights Reserved. www.infor.com Example Order Line Item Unit UnitCustomer Address Warehouse Address = business context = address = package information
  45. 45. 49Copyright © 2012. Infor. All Rights Reserved. www.infor.com Example • Line can inherit all messages of referenced tables Entity Context Messages Line Warehouse Address (1) Order Customer Address (2) Item Unit (1) Unit (2) Looking at Line: • 9 entities in Related Information • 1 package in Package Tracker (order) • 2 addresses on Map (warehouse and customer) Looking at Address (1): • 1 entity in Related Information • 1 address on Map
  46. 46. 53Copyright © 2012. Infor. All Rights Reserved. www.infor.com • Generates default implementation • Regeneration after adding context message types or changing data model (reference model) • Modeling in Application Studio Implementation Model Generation
  47. 47. 55Copyright © 2012. Infor. All Rights Reserved. www.infor.com Modeler
  48. 48. 56Copyright © 2012. Infor. All Rights Reserved. www.infor.com 56 LN-1005 The Path to Agility Personalizing and extending the LN applications without using source code Bram Vijfhuizen, Sr. Product Manager, Development Harold Vrieling, Sr. Director, Development
  49. 49. 57Copyright © 2012. Infor. All Rights Reserved. www.infor.com

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