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VISUAL Did You Know?

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Monday, December 8, 2014

Infor VISUAL - Helpful Keyboard Shortcuts

Save those mouse-clicks by utilizing these helpful keyboard shortcuts in Infor VISUAL:

Dates:
T =  Today’s Date
Space Bar =  Date Selector

Saving:
ALT F S

Undo:
Alt+Backspace

Most Order Screens:
F6            Specifications
Shift+F6   Line Item Specifications
F7            Notations (Customer or Vendor)
Shift+F7   Order Notations

Line Items:
Insert      Insert Line item at end
Ctrl-Ins    Copy Line Item
Shift-Ins   Paste Copied Line

Within Search Results:
Ctrl+F11  Next Item
Ctrl+F10  Previous Item

Material Planning Window:
Ctrl+D      Advanced Mode (toggle)
Ctrl+P      Display Demand (peg) Order
Ctrl+S      Display Supply (due) Order
Ctrl+W     View by Warehouse
Ctrl+O      Show Planned Orders
Ctrl+A      Show Allocations
Ctrl+F10   Previous Part
Ctrl+F11   Next Part
Shift-Del   Delete Planned Order


Manufacturing Window Keyboard Shortcut List

Edit:
Ctrl+O   Add Operation
Ctrl+M   Add Material
Ctrl+L   Add Leg/Detail
Ctrl+X   Cut
Ctrl+C   Copy
Ctrl+V   Paste
Del       Delete
Ctrl+E   Edit
Ctrl+X   Export
Ctrl+I   Import

Window:
Ctrl+A   Previous Window
Ctrl+Z   Next Window

Info:
F3    Costs
F4    Status
F5    Labor Tickets
F6    Material Issues
F7    Material Availability
F8    Net this Material
F9    Resource Schedule (all)
F10  Resource Schedule (detail)
F11  Work Order/Master Schedule
F12  Picture

Help:
F1   Context Help
F2   About Help

View:
Shift+F12    Toggle display mode
+ Show All
- Hide All
Shift+F8     Jump
Shift+F9     Jump Up
Shift+F11   Show/Hide Materials
Shift+F1     Select size preference 1
Shift+F2     Select size preference 2
Shift+F3     Select size preference 3
Shift+F4     Select size preference 4
Shift+F5     Select size preference 5
Shift+F6     Select size preference 6
Ctrl+F10     Previous Work Order/Master
Ctrl+F11     Next Work Order/Master

Various:
Ctrl+F   Copy From
Ctrl+Q   Recalculate Quantities
Ctrl+S   Reset Costs From Standards
Ctrl+P   Purchase This Material/Service
Ctrl+H   Dispatch This Service
Ctrl+Y   Visual Quality Tests

Wednesday, November 19, 2014

Create Task Notifications in Infor VISUAL Manufacturing

Did you know that you can create VISUAL Task Notifications?

Learn this trick and you won't miss an important VISUAL Task again!

VISUAL Tasks are generated from processes you define in ECN (Engineering Change Notice), Purchase Requisition, and Workflow modules. This is an excellent feature of VISUAL since it allows you to keep track of things that need to get done, and who should be doing them.

Users will need to go to Task Maintenance from the Purchasing or Eng/Mfg menu to see any tasks that have been assigned to them. 



**Note**Task Notifications are not effective if people forget to go into Task Maintenance to check on their open tasks, and to see if they have new items that have been assigned to them. 


To configure VISUAL so that users will be notified via the Windows Task Tray when they they have open VISUAL Tasks:

  • Click the Tray Notification Icon to open Task Maintenance

  • Choose "Customize" for Windows Tray and select "Show Icon and Notifications"


  • Either using VISUAL INI or Preference Maintenance, add entry
    • TaskTrayIcon=Y

  • This needs to be done for all users who have tasks assigned to them (or use SYSADM to apply to all users).

This tip was brought to you by BizTech's President, Michael Brown


Monday, November 10, 2014

Part II | Your company needs an ERP system. Where do you start?

A Four-Part Series that will take you through the basics of evaluating and selecting the right ERP system for your organization. 

Part II: Define Your Business Issues & Set Your Objectives

The second step of evaluating and selecting the right Enterprise Resource Planning (ERP) system for your organization is to define the business issues that your company needs to solve and then set your objectives.  In this step, you aren’t listing what you want the software to do, you are listing what you want your organization to achieve by implementing a new ERP System.  This ‘objectives list’ may contain items such as: ‘We want to improve productivity by 20 percent,’ ‘We want to reduce operational costs by 15 percent,’ or ‘We want to reduce inventories by 10 percent.’  On the other hand, the objectives list should not contain items about specific software features such as: ‘We want a report that…’ or ‘We want automatic emailing of… or ‘We want to push one button to do everything.’ 

I have seen many companies struggle in this area of the ERP Selection Process, and few things are worse than getting to the table with the software vendor and not having a clear cut set of objectives. To come up with a good objectives list, invite everyone if possible - especially the people who will not be part of your ERP selection team- to contribute to the list.  After coming up with a solid list- organize, prioritize and select the top three to five items that your company needs to achieve.  This is your focused vision for your organization’s ERP Implementation.

Do the executives in your company agree with the selection team’s vision?  If they do not agree, either convince them of your wisdom, or modify the list to meet the Executive vision.   At the end of the day, your team must agree on your company’s objectives- you’ll be judging all of the ERP software packages on how well they will help you achieve that list of objectives.
 

Check out the whitepaper ‘How to Start Down the ERP Selection Path’ for more tips on creating an ERP Selection Team. 

Check out Part I of the series: 
Part I: Get Executive Buy-In & Form an ERP Selection Committee

Friday, October 24, 2014

How to print selected work order travellers in Infor VISUAL

Infor VISUAL has powerful tools for batch printing of travelers based upon their status. But for companies that have complex production environments, that capability might not be sufficient. Some companies need to release travelers by warehouse or other criteria. While someone could sit down and separate them by hand (don’t laugh) VISUAL has better tools for accomplishing this feat.

This is done with a powerful, but well hidden VISUAL gem. To find it, open the Work Order Traveller Window [VISUAL Main Menu\Eng/Mfg\Work Order Traveller]. 

Then click on the search button for the [Base ID] field.

 
That action opens the search dialog box.

It isn’t immediately obvious that this is helpful until you read the little bit of text tucked away in the lower right corner of the dialog box.
“Multiple Work Orders may be selected.”

This capability allied with the [Search] button makes it easy to choose which work orders you want to print. It is easy to set the dialog up to print only “Firmed” work orders for the specified warehouse.
 
Click [Search] again to restrict the displayed orders to only those for MMC-MAIN.

Note: You can expand the available search criteria by clicking on the “By customer ID” or “By Planner ID” buttons above the [Ok] button.



Select the rows for the orders that you want to print and click [Ok].

Notice that the [Base ID] field now contains the text “Multiple Selections.”



When you click on the [Print] button all of the travellers that you selected will be printed.

This feature is not available in older versions of VISUAL, so you may need to upgrade to take advantage of this capability.

This Infor VISUAL ERP tip was brought to you by Kurt Carr.

Friday, October 10, 2014

Your company needs a new ERP system. Where do you start?

A Four-Part Series that will take you through the basics of evaluating and selecting the right ERP system for your organization.

Part I: Get Executive Buy-In & Form an ERP Selection Committee

For most successful ERP Implementation Projects, getting off to a good start is key. But, before you even begin thinking about which ERP systems you want to research, you should have executive buy-in. Without it, you are destined for disappointment- you’ll spend a lot of your time and the time of others, while the project goes nowhere. I’ve seen many companies take this route, only to be told ‘NO’ by ownership when it was time to purchase.

Once you have the support of the Executive Team to move forward, you should form an ERP selection committee. In most cases you don’t want to go it alone.  While there are no specific rules you must follow when forming your team, I have outlined some guidelines which you may find useful: 

1.  Your selection committee should include people that represent each department that will be impacted by the ERP system.  These individuals should have a clear understanding of their departmental requirements, along with the ability to communicate those requirements to the rest of the team and to your prospective ERP software vendors.  If you can find individuals who have been through the ERP Selection and Implementation process before, their experience can be very valuable. 
      
      2.  You will need a leader- somebody has to be responsible to keep the project on track.  Remember, choosing an ERP package is a business decision, not an IT decision- so this person should have an intimate knowledge of your business.  He or she should also have the ability and experience to make decisions, as well as bring about change within your organization. 
        
      3.  Being on an ERP system selection team requires a significant commitment of time.  If a member can’t commit the time needed for the project, you should select someone else who can.                  
      
      4.  Executive Buy-in: Can’t stress it enough! Make sure that you have an ERP Selection committee member who has the authority to sign the contract and write the check.  If a final decision-maker doesn’t jump on board with the rest of the team, how are they going to have the knowledge to make the right decision when you ask for their signature?

Check out #4 in the whitepaper ‘How to Start Down the ERP Selection Path’ for more tips on creating an ERP Selection Team.

Check out Parts II through IV of the series: 
Part II: Define Your Business Issues & Set Your Objectives  
Part III: Start Your Vendor Search & Schedule Demos
 Part IV:Check Vendor References, Schedule Final Demos & Make the Decision

Monday, September 15, 2014

Printing Travelers in VISUAL from the manufacturing window


Most organizations that use VISUAL ERP print travelers for distribution to the shop floor. 

They normally do this by opening the Traveler Window
[VISUAL Main Menu\Eng/Mfg\Work Order Travellers] 
and entering the Base ID of the work order that they want to print.

If you only print travelers one at a time as you release jobs, there’s an easier way. 

If you are already working with the work order in the Manufacturing Window, simply go to the file menu and select [File\Print Work Order Traveller Report]



This will open the Traveller Window with the work order info populated 


Hit Print and you are done!


This is a newer feature and only works on Infor VISUAL version 7.0 and above. If you are using one of the 7 series VISUAL ERP releases, look for this option. If not, well that’s just one more reason to upgrade.


This VISUAL Did You Know Tip was brought to you by VISUAL Consultant, Kurt Carr.

Monday, August 25, 2014

5 signs you need a new ERP system

1. Accounting takes too long and is complicated
Often, the first noticeable signs that your company needs a change in software will come from your accounting department. If your accounting team relies on Excel Spreadsheets, paper-based invoices, sales orders and purchase orders—or spend hours every week manually entering the same information into multiple systems—you need to consider how much time is being wasted on tasks that an ERP software can streamline. The same goes for financial reporting.


2. Your current ERP Is ‘vintage’ 
In many companies, older legacy systems have been running operations for over 20 years. Whether it’s custom code, or just an old software package, there might be only one or two people in the company who know the inner-workings of the system. They become quite valuable to the organization, and therein lies the greatest risk. What if the knowledge-holder decides to leave? Think about this…what if tomorrow there was nobody to support your old, out-of-date information systems? If any of these describes your ERP, you should change ERP before you have a major problem. 

3. You notice reporting workarounds 
Watch out for this phenomenon, and don’t be surprised if you find you are already there. If your staff is performing tasks outside the primary system, such as double-data entry, cut and paste reports, or walking between plants or warehouses to record or deliver shop floor information, and you have islands of information, these are all signs that you need to make a change. These manual and redundant workarounds due to system limitations result in major inefficiencies, which are time-consuming and costing your company money.Today’s ERP systems all provide useful and easy to use tools for the reporting you need ongoing or ad hoc. If you are still using 1990 reporting technology, it is time to change ERP. 

4. You cannot fulfill customer requests 
Maybe you could provide the requirement on a daily batch basis but they asked for real-time data. Remember the rule, “The customer is always right”. If you want to keep that all-important customer, this might be the time to look at a change in your ERP.  

5. Your business has advanced 
Many of the older systems do not have the functionality or scalability that exist in today’s modern ERP systems. Your company may be growing naturally or by acquisition, creating a need for a system that supports the changes to your business. These requirements could include but are not limited to; multi-language, multi-site, multi-entity, centralized business functions, bar coded transactions, CRM or mobility. If your current ERP isn’t providing the tools you need to stay competitive today, you might consider looking for something new.
 

If you are experiencing any of the above signs, and conclude YES, it’s time to make a change- make sure you do your research. There are many systems to choose from, and you want to find the best package that will help your organization to reach its business goals and allow your company to grow. After all, ERP is one of your most important tools your business has, and you know you won’t get the results you want by installing screws with a hammer. 

To learn more about Infor VISUAL, contact BizTech at 800-804-4715 or via email at ERPVISUAL@gobiztech.com