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INFOR ERP VISUALFunctional OverviewInfor ERP VISUAL Functional OverviewText

TABLE OF CONTENTSTABLE OF CONTENTS . 2Introduction . 4VISUAL Solution Map . 5Sales . 6Quoting and Estimating . 6Customer Order Entry and Invoicing. 7Order Management . 8Product Configurator . 9Price Book . 10Return Material Authorization (RMA) . 11Infor ERP Storefront . 12Customer Relationship Management . 14Contact Center . 14VISUAL CRM . 15Production Management . 17Manufacturing Window . 17Concurrent Scheduling . 18Shop Floor Control . 19Common Sense Throughput for CEO‘s . 20Easy Lean . 21Engineering Change Notice . 22Barcode Tracking System . 23Enterprise Planning . 25Master Scheduling & MRP . 25Advanced Material Planning . 26VISUAL Project . 27VISUAL Aerospace & Defense . 28Supply Chain Management . 29Purchasing . 29Inventory Control . 30Interbranch Transfers . 31Dimensional Inventory Tracking. 32Lot & Serial Traceability . 33VISUAL Quality Management . 34Engineering and Product Management: . 34Supply Chain Management: . 36Task Management Workflow Tools. 37Infor ERP VISUAL Functional Overview2

Financial Management . 38VISUAL Financials . 38General Ledger . 38Accounts Payable . 39Accounts Receivable . 40Cash Management . 41Cash Book . 41Cost Accounting . 42VISUAL Global Financials . 43Infor Expense Management . 44Performance Management . 46VISUAL Business Intelligence . 46Management Reporting . 47VISUAL Microsoft SharePoint Starter Kit . 48VISUAL Platform. 49Workflow . 49VISUAL Messages (Event Management) . 50VISUAL Data Import Utility. 51Electronic Data Interchange (EDI) . 52VISUAL - Configurability . 53Engineering & Assets . 54VISUAL DesignLink . 54Infor Product Lifecycle Management . 55Plant & Equipment Maintenance. 56Infor Enterprise Asset Management (EAM) . 57Human Capital Management . 59Human Resources . 59Payroll . 60VISUAL Time & Attendance . 61Education & Training . 62Infor EPAK for VISUAL . 62Infor ERP VISUAL Functional Overview3

INTRODUCTIONOrder-driven manufacturing is complexenough—you don't want to guess every timeyou quote a price on a job or estimate adelivery date. You need to see, at a glance,the impact of every order, constraint, andbottleneck in your organization so that youcan manufacture at a level of speed andefficiency that makes the best use of theresources that you have. With Infor ERPVISUAL, you can eliminate guessworkbecause you‘ll be able to see the informationyou need at a glance and make quick,confident decisions. When you have a toolthat lets you stop guessing, you can startdelivering consistently profitable results.Infor ERP VISUAL gives manufacturers theability to bring this type of order to yourorders. Your business doesn‘t ask for chaos,but you get it every day. Every time thephone rings, customers are makingchanges, machines are breaking down orvendors are late. Any of these makesmanaging your manufacturing more difficultevery day. Doing the best you can isn‘t goodenough anymore. What if you could reacteasily to any change or request?When you see the effects of changes asthey happen, everyone in your company willinstantly know what to do next and you‘llaccomplish everything faster. Infor ERPVISUAL gives you the visibility to see yourprogress now. Winning teams can‘t afford towait until after the game to adjust theirstrategy. You can‘t either. Basingtomorrow‘s strategy on financial statementsfrom last week, last month, or last quarter isa formula for failure. Make adjustmentswhile you‘re in the game by seeing the keystatistics you need to run your business.Infor ERP VISUAL helps you respondeffectively to all surprises to you can achieveconsistently great performance.mixed mode manufacturing. Regardless ofyour manufacturing method, Infor ERPVISUAL helps you drive throughout yourorganization. VISUAL allows you to cultivatelasting customer loyalty by building a qualityassurance program that ensures superiorresults every day. You can make qualityintrinsic to your process from design todelivery. Whether or not your customersrequire quality certification, they deserve aquality product and VISUAL is there for youto drive quality.VISUAL provides an intuitive, full-colorgraphic interface, point-and-clickcapabilities, and robust search options thatallow you to make decisions and act onthem immediately. With VISUAL, you getquick and easy access to the crucialinformation you need to perform your job.Infor ERP VISUAL‘s built-in scalability allowsthe system to grow with the success of yourorganization. Applications within Infor ERPVISUAL integrate to provide enhanced,customized solutions for productivity,customer management, engineering andestimating, quality, financials, e-business,human resources, and payroll. This totalintegration of functionality provides timely,accurate information to everyone in theorganization—from the design engineer andthe shop floor foreman to the controller andthe payroll manager.Infor ERP VISUAL supports yourmanufacturing production strategiesincluding engineer to-order, make-to-order,assemble-to-order, make-to-stock, andInfor ERP VISUAL Functional Overview4

VISUAL SOLUTION MAPInfor ERPVISUALSales & Order ManagementEnterprise PlanningCustomer RelationshipManagementProduction ManagementPerformance ManagementHuman CapitalManagementQualityManagementSupply ChainManagementFinancial ManagementMaster Data ManagementEvent Management &Configurable PlatformCustomer RelationshipManagement Contact ManagementLead TrackingOpportunity TrackingSales ForecastingSales & Order ManagementEnterprise Planning Quote/Order ManagementATP/CTPPricing/CommissionsOrder ConfigurationItem Planning (APS/MRP)SchedulingProjectsAerospace & DefenseHuman Capital ManagementProduction ManagementPerformance Management Human Resources Payroll Business Intelligence Financial Reporting Planning & BudgetingFinancial ManagementQuality Management GL, A/P & A/RExpense ManagementMulti CurrencyProject AccountingSerial / Lot ControlProduct ConfigurationProduction/Process CostingShop Floor ControlEngineeringSupply ChainTask ManagementWorkflowMaster Data Management Master Item DataDocument ManagementBills of MaterialsMulti SiteInfor ERP VISUAL Functional OverviewSupply Chain Management Sourcing & ProcurementInventory ManagementShipping/ReceivingEDIEvent Management &Configurable Platform Real-time Alerts Workflow Notifications and Escalations5

SALES Use a ―what-if‖ analysis to verify theavailability of material and capacity inorder to determine an order‘s deliverydate and then lock it into shopresources. Automatically print

Infor ERP VISUAL helps you respond effectively to all surprises to you can achieve consistently great performance. Infor ERP VISUAL supports your manufacturing production strategies including engineer to-order, make-to-order, assemble-to-order, make-to-stock, and mixed mode manufacturing. Regardless of your manufacturing method, Infor ERP