201505 Gear - Infor update

1Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2012. Infor. All Rights Reserved. www.infor.com 1
Evolution
Mark Pinder
Release 12 – Quick Wins

2Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Evolution 12 – Quick Wins
• Web Client – Standard Features
• Desktop Builder - Customizations
• Report Wizard
• PDF Documents
• Creator
• Archiver

Web Client – Standard Features
• Larger Screen Layout with Frames and Better Field Alignment
• Enhanced Usability
• Highlighting of Mandatory Fields, On Focus Indicator
• Field Icons
• Dates, Email Addresses, URL’s, Post Codes
• Enhanced Functionality
• Delete Option, On-Click Select
• Embedded Links on Fields with Codes
• Part Number, Customer/Supplier, Buyer/Planner/Salesman, Invoices/Orders
• Drop-down List Selection
• Enhance Tool-Tips

Web Client – Standard Features
• Standard Triggers
• Generic Narrative
• Bespoke Menus

Larger Screen Layout with Frames

Mandatory & On Focus Field

Fields Icons
• Browses – Wildcard Searches
• Dates – Calendar or Date Picker
• Post Codes – Link to Google Maps
• Email Addresses – Mail To Option
• URL Links – Open Link in New Window
• Delete – Delete the Selected Item

Fields Icons

Fields Icons - Browse

Fields Icons – Post Code

Delete & On-Click Features
• Delete
• On Multi-Line Screens (Emulates to *** Feature)
• Checks to see if there is anything to delete (pop-up)
• Confirmation of delete request with details (pop-up)
• On-Click
• On Multi-Line Screens
• Tool-Tip Indicator
• Copies Output Fields to Input Fields

Delete Feature

On-Click Feature

Embedded Links
• On Fields that Contain Codes
• Part & Drawing Number
• Customer & Supplier Code
• Buyer/Planner/Salesman/Employee/Requestor
• Invoices, Orders & Credit Notes
• Goods Receiving & Despatch Notes
• Requisitions & Quotations
• Sample ASP Pages (27) which open in a new Window
• Pass the parameters to the ASP Page
• Link to other systems, web pages, documents, etc.
• Uses Triggers – up to 4 per screen – fixed or occurs

Embedded Links

Embedded Links – Part Number

Embedded Links – Customer Code

Embedded Links – Purchase Order

Drop-Down Lists
• 43 Pre-Defined Selection Lists (Text Files)
• Displays Words rather than Codes
• Restricts Entry to Items in the List
• Reduces Errors

Drop-Down Lists (BSC72)

Enhanced Tool-Tips
• Provide Additional Information
• Details of Print Indicators
• Provide Instructions
• Click to Select
• Clarify Details
• Delete Item ‘X’
• Identify a Field/Usage
• Narrative Line Number

Enhanced Tool-Tips

The Numbers
• 800+ Screens Modified
• 500+ Date Fields
• 120+ Post Code Fields
• 30+ Email Address Fields
• 25+ URL Linked Fields
• 3,400+ Delete Events
• 3,300+ On-Click Events
• 4,200+ Embedded Links (27 variants)
• 200+ Drop-Down lists

Standard Triggers
• Standard Trigger Provide to Deliver the Previous List of Features
• Global Field Triggers (Individual Fields and Occurs Fields)
• Other Screen Specific Triggers (Including ‘Field Toggle’)
• Can be used on Customized Screens
• Recommend Copying and Editing Existing Triggers

Generic Narrative
• Can be used in conjunction with the Standard 60 Character Narrative
• Assign Specific Narrative Lines
• Free Format Entry
• Cut and Paste Text
• Tick to Select Print Indicators
• Create ‘blocks’ of Narrative with Specific Print Indicators
• Linked with Standard Narrative

Generic Narrative

Bespoke Menus
• Hierarchy Approach
• User
• Section
• Company
• Default
• Bespoke ASP Pages
• Include Links to Other Documents/Pages

Bespoke Menus – Main Menu

Bespoke Menus – Module Menu

Bespoke Menus - Company

Bespoke Menus - Department

Desktop Builder – Standard Features
• Snap To Grid
• Enhanced Frame Control
• Expand/Collapse, Embedded Objects
• Enhanced Button Control
• Images
• URL Builder
• Dropdown Lists
• Standard Triggers

Snap To Grid

Desktop Builder – Frames
• Expand/Collapse
• On Screen Entry
• On Demand
• Embedded Objects
• Fixed Links or Based on Linkage/Field Content
• Link to Documents, Web Pages, Other Systems
• URL Builder

Frames – Embedded Documents

Frames – Embedded Queries

Frames – Linked Documents

Frames – Linked Systems

Desktop Builder – Buttons
• Image or Text Display
• Options
• Sub-Form
• Evolution Transaction (Inc. Generic Narrative)
• Refresh Frame Content
• Open In New Window
• No action
• Links
• Fixed Links or Based on Linkage/Field Content
• URL Builder

Buttons with Images

Buttons with Links

Desktop Builder – Dropdown Lists
• Hardcoded List
• List from a Text File
• List from Default Values Table
• Dynamic List from SQL Command

Report Wizard
• 65+ Sample Reports
• 40+ Catalogues, spanning 8 areas of Evolution
• 650+ Dataset Catalogues
• 10 Report Styles/Layouts (Tables, Bar Chart, Filters, Index)
• Sample Schedules
• Generic and User Specific Reports
• Customizable Links on Each Field
• Fixed Links or Based on Field Content
• Include Images
• Cascade Reports
• Embed in Web Client or Corporate Portal

Report Wizard
• Choose the Output Fields from the Catalogue
• Create any Calculated Fields and Select Formatting Options
• Decide how to Sequence the Output (Grouping, sorting, etc.)
• Apply Selection Criteria to Filter the Results (Any field)
• Include any Exception Conditions (Style sheet classes)
• Select the Output Style
• Email the Output Data as a CSV file
• Publish the Report as an HTML Document
• Extract the Output Data to Excel
• Schedule the Report to Run when Required

Report Wizard

Report Wizard – Data & Options

Report Wizard – Sequencing

Report Wizard – Selection

Report Wizard – Exceptions

Report Wizard – Output (Data Table)

Report Wizard – Output (Bar Chart)

PDF Creator
• Produce Professional Looking Documentation in PDF Format
• Deliver Output as Email and/or Print and/or Electronics Store
• Delivery Mechanism Based on Setup and Configuration
• Attach Additional Documents to Emails (e.g. Terms & Conditions)
• Include logos, images, barcodes, etc.
• Requires and XML Data Output File and a Forms Layout
• PDF Creator merges the data and the layout then delivers the resulting document
as configured.
• Documents can be accessed through Web Client and Report Wizard
• Requires PDF Creator Engine

PDF Creator

PDF Archiver
• Convert Any Evolution Reporter Output to PDF
• Email to Requestor
• Store in Designated Location
• Configurable File Naming
• Configurable Storage Location
• Auto Landscape/Portrait Function
• Component of the Corporate Portal
• Requires PDF Creator Engine

PDF Archiver

201505 Gear - Infor update

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