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VISUAL Did You Know?

If you have any questions about Infor VISUAL, contact us at 800.804.4715 or via email at info@gobiztech.com. We would be happy to help you!

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Join the VISUAL Manufacturing Group on LinkedIn!

Wednesday, August 3, 2016

VISUAL Manufacturing Michigan User Group Meeting Planned for 9.21.16

VMMIUG will meet on September 21, 2016


Date: Wednesday, September 21, 2016

Time: 8:00am - 3:30pm 

Location: Hyatt Place - Grand Rapids
                 2150 Metro Ln
                 Wyoming, MI

Cost: $50 per attendee


Meeting Agenda

8:00 – 9:00 – Registration
           -Coffee/continental breakfast will be setup

9:00 – 9:20 - Group Business
          -Ground Rules & Goals of the group
         -Introductions
         -Group Finance update - Renee Raggl   

9:20 – 10:20– Rey Bustamante from QBuild Software – Cad Integration for Visual

10:20 – 10:35 – Break

10:35 – 12:00 – Charles Hooper from Meadville Forging Company – Enhancing Visual:  
                          Custom Home Pages, Macros, and Excel Integration

12:00 – 1:00 - Lunch

1:00 – 2:30 – Charles Hooper from Meadville Forging Company – Enhancing Visual: 
                      Custom Home Pages, Macros, and Excel Integration

2:30 – 3:30 - Open Group Discussion – Wayne Bourdage

This meeting is a group effort.  Your Participation will make it a success!
 
 

Please RSVP as soon as possible to Wayne Bourdage: 
bourdage{at)comcast{dot}net 
or call 586-260-9714 with any questions.

Check out VMMIUG's Group on LinkedIn

Friday, July 29, 2016

Did you know that Infor VISUAL can change your life?



Be sure to check your VISUAL Admin tab to see if it works for you! 
 
You can thank BizTech's ERP Consultant, Larry Tussing, for coming up with this unbelievable VISUAL tip. Have a great weekend!



*Disclaimer: this is not an actual feature of Infor VISUAL*

Monday, July 25, 2016

OINK VISUAL User Group Meeting Scheduled for 8.16.16

The next meeting of the Ohio-Indiana-Northern Kentucky (OINK) Infor VISUAL Manufacturing User Group is scheduled for Tuesday, August 16, 2016.

 

Where: Major Tool & Machine, Indianapolis
When: Tuesday, August 16, 2016
Time: 9:00AM tour, 10:00AM meeting start
Cost: $50 per company (if 2016 dues not already paid)

The following Infor representatives will present at this meeting: Jack Casey (Infor Xtreme Support Team Lead) Richard Lagoy (VISUAL & IQM Product Director) and Frank Maglio (VISUAL Development).

Tentative Meeting Agenda
9:00am – 9:55am          Tour Major Tool (optional)
10:00am – 10:15am      Introductions and business
10:15am – 11:15am      Accessing Support and Infor Communities - Jack Casey
11:15am-12:00pm         Lunch
12:00pm – 1:00pm        VISUAL Manufacturing Roadmap - Rich Lagoy & Frank Maglio
1:00pm – 2:00pm          Group Open Discussion - Open issues, ?s, concerns, Inforum
2:00pm – ???                Wrap Up  

Please RSVP by Friday, August 5 to Steve Denkers: sdenkers{at}majortool{dot}com or 317.636.6433 x2805.
             

Thursday, June 30, 2016

Are you ready to adopt cloud technology for your business?

Benefits of cloud: The case for business agility and scalability

Many companies list the top two reasons to adopt cloud technology as cost savings and improved security. These are reasons that any organization can relate to, and should. 

But what about having access to a scalable "super computer" in the cloud? Scalability - the concept of accessing computing capacity on demand - is a key feature of Infor's cloud infrastructure and software platforms. 

Scalability is an important consideration for many organizations, from the small manufacturer facing seasonal peak demand, to the large academic research institution supporting global initiatives. Accessing a "super computer," via cloud technologies, provides the ability to undertake processes such as forecasting, pricing, or complex science algorithms in real time. Thus outcomes are "of-the-moment," enabling faster decision making and ultimately improving customer and employee satisfaction.

Consider your company's growth strategy. If you are planning to or already have employees working globally, the ability for cloud-based applications to provide your people real-time access to information from anywhere in the world at any time is enormous. By replicating the same environment across the globe, multiple global environments remain in sync, and response time is optimized.
Many companies list the top two reasons to adopt cloud technology as cost savings, and improved security. These are reasons that any organization can relate to, and should.
But what about having access to a scalable “super computer” in the cloud? Scalability — the concept of accessing computing capacity on demand — is a key feature of Infor’s cloud infrastructure and software platforms.
Scalability is an important consideration for many organizations, from the small manufacturer facing seasonal peak demand to the large academic research institution supporting global initiatives. Accessing a “super computer,” via cloud technologies, provides the ability to undertake processes such as forecasting, pricing, or complex science algorithms in real time. Thus outcomes are “of-the-moment,” enabling faster decision making and ultimately improving customer and employee satisfaction.
Consider your company’s growth strategy. If you are planning to or already have employees working globally, the ability for cloud-based applications to provide your people real-time access to information from anywhere in the world at any time is enormous. By replicating the same environment across the globe, multiple global environments remain in sync, and response time is optimized.
- See more at: http://blogs.infor.com/insights/2016/06/benefits-cloud-case-business-agility-scalability.html#sthash.clWnJWWx.dpuf

Benefits of cloud: The case for business agility and scalability

Many companies list the top two reasons to adopt cloud technology as cost savings, and improved security. These are reasons that any organization can relate to, and should.
But what about having access to a scalable “super computer” in the cloud? Scalability — the concept of accessing computing capacity on demand — is a key feature of Infor’s cloud infrastructure and software platforms.
Scalability is an important consideration for many organizations, from the small manufacturer facing seasonal peak demand to the large academic research institution supporting global initiatives. Accessing a “super computer,” via cloud technologies, provides the ability to undertake processes such as forecasting, pricing, or complex science algorithms in real time. Thus outcomes are “of-the-moment,” enabling faster decision making and ultimately improving customer and employee satisfaction.
Consider your company’s growth strategy. If you are planning to or already have employees working globally, the ability for cloud-based applications to provide your people real-time access to information from anywhere in the world at any time is enormous. By replicating the same environment across the globe, multiple global environments remain in sync, and response time is optimized.
- See more at: http://blogs.infor.com/insights/2016/06/benefits-cloud-case-business-agility-scalability.html#sthash.clWnJWWx.dpuf

Benefits of cloud: The case for business agility and scalability

Many companies list the top two reasons to adopt cloud technology as cost savings, and improved security. These are reasons that any organization can relate to, and should.
But what about having access to a scalable “super computer” in the cloud? Scalability — the concept of accessing computing capacity on demand — is a key feature of Infor’s cloud infrastructure and software platforms.
Scalability is an important consideration for many organizations, from the small manufacturer facing seasonal peak demand to the large academic research institution supporting global initiatives. Accessing a “super computer,” via cloud technologies, provides the ability to undertake processes such as forecasting, pricing, or complex science algorithms in real time. Thus outcomes are “of-the-moment,” enabling faster decision making and ultimately improving customer and employee satisfaction.
Consider your company’s growth strategy. If you are planning to or already have employees working globally, the ability for cloud-based applications to provide your people real-time access to information from anywhere in the world at any time is enormous. By replicating the same environment across the globe, multiple global environments remain in sync, and response time is optimized.
- See more at: http://blogs.infor.com/insights/2016/06/benefits-cloud-case-business-agility-scalability.html#sthash.clWnJWWx.dpuf
Read the full article on Infor's blog

Friday, May 6, 2016

Infor VISUAL Tip | Creating security profiles to use as templates

Did you know you can create security profiles and use them as templates? 

Security Profile templates can be used to streamline the user permission setting process. 


The steps to create a security profile are: 
  1. In the Security by section, click Profile.
  2. In the Profile ID field, specify an ID for the profile.  
  3. Specify a description for the profile in the field to the right of the Profile ID field.  
  4. Click the Language drop-down field and select the language that the profile uses.  
  5. Click the Status tab and specify settings for each document type.  
  6. Click the ECN Status tab and specify settings for ECNs.  
  7. Click the Menu Security tab and specify which menus users with the profile can access. 
  8. Click the Program Security tab and specify security settings for each program.  
  9. Click the Group tab and create a group to associate with the profile.  
  10. Click Save. 

You can either assign a security profile to the user, or you can copy the profile settings to the user. Something to keep in mind when using the assign or copy methods, is that when you assign a profile, the user inherits the profile settings, but the settings are not copied to the user security record. So, when you view the user’s security record, the application does not display the settings inherited from the profile. 

On the other hand, when you copy a profile to a user, the user inherits all of the profile settings and the settings are transferred to the user’s security record.

You can also create Group Profiles. You can copy group profile information to individual groups. All the information you specify on the group tab for the profile is copied to the individual group, including default group settings and group members. You can create a profile that contains both user security information and group information. When you apply the profile to a user or group, however, only the pertinent information will be applied. 

For example, if you create a profile with both user and group information, and apply the profile to a user ID, only the Status, ECN Status, Menu Security, and Program Security information will be applied to the user. 

As you can see, the process for setting up profiles is similar to the processes for setting up individual users and groups.

This Infor VISUAL Tip is brought to you by BizTech VISUAL Consultant, Ivan Wilson. 

Monday, April 4, 2016

Infor VISUAL Tip | Print documents in a different language

Did you know that VISUAL gives you the ability to print documents for your customers in their native language?


While VISUAL obviously cannot translate your English documents to French or Spanish, it does give you the tools that allow you to automate the generation of documents in the proper language. Let's begin with the language setup itself.

In Customer Maintenance, you will find languages under the Maintain menu.


This opens a window that allows you to define the 2 character language codes that you want to use. 


Now that you defined language(s), you can assign them to your customers. This is also done in Customer Maintenance. The languages available for the customers are the ones you set up in the previous step. 


You can even set specific part descriptions for your parts by language. In Part Maintenance, under the Maintain menu, select Language Descriptions.
 



Now you have a description for your part that can be printed based on your customers' languages. 



There are some additional steps, including the development of the forms themselves. However, if your company does significant business with foreign customers, it may be beneficial to see how VISUAL can accommodate form generation in other languages. 


These tips were brought to you by BizTech VISUAL Consultant, Larry Tussing.

Wednesday, March 23, 2016

View the Infor VISUAL 8 webinars on-demand

 

Infor VISUAL 8 On-Demand Webinars      


Now you can view our series of webinars about Infor VISUAL 8- ON DEMAND!  Our VISUAL Experts take you through the highlights of the newest version of VISUAL, as well as dive deeper into the new features and functionality.  The recordings are around 60 minutes each.


VISUAL 8 User Experience

In this session, see the new changes to the user interface that transforms VISUAL into a system of engagement. Learn about the new graphical user interfaces with increased drill-down functionality, expanded screens and advanced browsing. See how this new user interface can help improve employee productivity. This session also introduces new customer-sponsored enhancements coming out of the various VISUAL forums, such as Infor communities, Xtreme and User Groups. View the recording

VISUAL 8 Splash Screens and Dashboards

In this session, we demonstrate how you can transform your VISUAL splash-screen to launch custom designed web pages. Also, see how users can use new Dashboards to create their own view into the VISUAL business data with complete vertical and horizontal drill-through to all levels of detail. View the recording

VISUAL 8 Activities and Alerts

Companies can now record and track business partner activities through the entire sales and procurement lifecycles. Activity categories and types can be defined to satisfy your specific business needs, allowing you to become more insightful and proactive to your customers' needs. This session provides a detailed overview of how to implement the activity feature and why activity tracking will become an important part of your business process to help drive efficiency and customer satisfaction. View the recording

Upgrading to VISUAL 8

Whether you are on VISUAL 6 or 7, in this session, we cover the key items that must be considered when upgrading to VISUAL 8. This will include, but not be limited to, the database schema changes associated with multi-site (7.1.0), double byte (8.0.0), as well as platform, operating and database platform considerations. This is a highly recommended session for all customers planning to upgrade to VISUAL 8. View the recording.

Wednesday, February 24, 2016

OINK VISUAL Manufacturing User Group Meeting - March 15, 2016


OINK - Ohio, Indiana, Northern Kentucky VISUAL Manufacturing User Group Meeting



When:   Tuesday, March 15, 2016

Where:  Novae Corporation
              643 W Ellsworth St
              Columbia City, IN 

Cost:    $50 annual membership per company   
             covers all meetings/attendees.
             Payment made out to:
             OINK VM User Group
             c/o Steve Denkers, MTM
             1458 E 19th St
             Indianapolis, IN 46218


Meeting Agenda:

9am - 9:45am - Tour of Novae Facility (optional)

9:45 - 10:00am - Registration & light breakfast provided

10:00am - 10:15am - Introductions of leaders & attendees, OINK business

10:15 - 11:30am - "Security & Preferences in VISUAL" - Jacques Pelletier, VBS

11:30 - 12:00pm - Lunch provided

12:00 - 1:00pm - "Electronic Data Interchange (EDI)" - Larry Marshall, Focused  
                             E-Commerce

1:00 - 1:15pm - Break

1:15 - 2:30pm - Discussion of OINK group going forward

2:30 - 2:45pm - Wrap up



Friday, January 29, 2016

Infor VISUAL 8 macros


Did you know that VISUAL 8 allows you to store macros within the database itself?

That’s right! Over the years we have seen a lots of interesting methods used by people to distribute and manage their macros. However, it looks like INFOR got this right and we no longer need to deal with macros outside of the standard VISUAL interface! This is truly an exciting moment for long-time VISUAL users.

Here’s the basic information that will allow you to see the logic involved:

First, if you like the way you currently manage macros, you don’t have to change. You make this decision under Application Global Maintenance.



OK, so now you’ve decided to keep your macros in the database. How do you get your existing macros loaded? The solution is in the ADMIN menu. 











This will show all of the macros available locally. Highlight the ones you want to load and hit the “Save” button. These are now stored in your database.

Since it is likely that all of your users should not have every single macro, access is controlled through Profile/User security. 



As you can see below, there is a new tab under Profiles. You assign the macros you wish to associate to the profile. You would then assign users to the profile, which gives them rights to the macro. Users not assigned to the profile will not use or even see the macro, giving the SYSADM centralized control over all MACROs.




This VISUAL Did You Know tip was brought  to you by BizTech VISUAL Consultant, Larry Tussing.

Wednesday, December 16, 2015

Upcoming Webinar | VISUAL 8 Splash Screens & Dashboards




VISUAL 8 Splash Screens & Dashboards


Join us for the second webinar in our series about Infor VISUAL 8!

In this session, we will demonstrate how you can transform your VISUAL splash-screen to launch custom designed web pages. 

Also, see how users can use new Dashboards to create their own view into the VISUAL business data, with complete vertical and horizontal drill-through to all levels of detail.


Plan to join us on:

Friday, December 18, 2015


1:00 PM ET