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VISUAL Did You Know?

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Wednesday, August 13, 2014

New individual preference settings in Infor VISUAL 7.1.2

Did you know that VISUAL 7.1.2 has nearly 2,000 individual preference settings available in release 7.1.2?

It’s true! While it is recommended that you don’t change these settings without testing and understanding them, you can easily get a list of what is now available. (This is a huge improvement over the ini files that offered no assistance)

To get a list of available preferences:
1.) Admin\Preference Maintenance

2.) Read the warning that is displayed. Please take caution.
-Select any user from the drop down list.
-Click the insert icon
-Click the search icon

3.) You can now see the available settings. If you would like, you can export this list to EXCEL.

4.) As you can see, over 1800 items are exported.

This VISUAL Tip was brought to you by BizTech VISUAL Consultant, Larry Tussing. 

Tuesday, July 8, 2014

Delete multiple line items in Infor VISUAL

Did you know there is an easier way to delete multiple grid lines in VISUAL?
Let's take a look at the Customer Order lines, for instance.  Say you have a bunch of lines that you would like to delete.  You would think that if you highlight them and click the delete button on the toolbar, that it would delete all of the lines. Most of the time, that is not the case. You will find that it will only delete one line.
If you want to delete all the lines at once, hit the DELETE key on your keyboard.  That'll do the trick. 

Wednesday, June 4, 2014

Get better cost accuracy in Infor VISUAL by moving labor hours from work orders to engineering masters

Often, the hours in a company’s Engineering Masters are less accurate than the time being recorded on the work orders.  You can easily move the recorded labor hours from your Work Orders into your Engineering Masters in Infor VISUAL and provide better cost accuracy.
  • Open the Manufacturing Window in VISUAL and the open the Engineering Master you wish to update(You must have an engineering Master open to continue).  From the EDIT menu, select UPDATE HOURS.


  •   A new Window will now display that lists work orders that were created using the engineering master.

  • On the right, select the work order you wish to use to update the engineering master. Hit the calculate button to see the New Setup and New Run.  Hit SAVE to save the updates.

  • You can also use multiple work orders to generate the new hours!  Please see the examples below.

Work Order#1
 Work Order#2

  • Calculating using both work orders

 As you can see, the calculated totals are the average of Work Order#1 and Work Order #2.

  • Your engineering master will now be up to date.  To move these costs into the finished part you need to implode the costs. Open Part Maintenance and enter the part number.  Then MAINTAIN/IMPLODE COSTS

This tip was brought to you by BizTech VISUAL Consultant, Larry Tussing

Monday, May 12, 2014

Useful changes in Infor VISUAL 7.1.2 that you may have overlooked

While Infor VISUAL 7.1.2 has been out for a while now, below are some changes in 7.1.2 that you may have overlooked and find useful.

Printing pack lists for a range of orders – You can now print pack lists for a range of orders, provided that the orders have not yet been shipped.

Contacts – In Contact Maintenance, you can now designate a contact as inactive.

Searching for Material Requirements by Reference # – If you use reference numbers for your material requirements, you can use the new Find Requirement by Reference function to find the material requirements in the work order or master that have the specified reference number.

Copying delivery schedules with the Repeat Line function – When you use the repeat line function to copy an order or requisition line, you now have the option to also copy the delivery schedule. Specify whether or not to copy the delivery schedule in Preferences Maintenance.

This Infor VISUAL tip was brought to you by BizTech VISUAL Consultant, Larry Tussing

Friday, April 18, 2014

This is the end of Windows XP

Support for Windows XP ended on April 8, 2014. 
If you have PCs running XP, you will no longer receive software updates from Windows Update. This ends all security updates, hotfixes, driver updates and support. Running Windows XP in your environment after the end of support date may expose your company to potential risks, such as viruses, spyware, and other malicious software which can steal your business information. 

April 8, 2014 has come and gone, and so has your support for XP. You have three options: 
1. Replace your old XP machines with PCs with newer operating systems
2. Disconnect your XP computers from your business network and internet
3. Keep your XP machines connected and hope for the best

You may be thinking, “But, Windows XP works great for us and we have no hardware issues with our computers, so why should we switch?"

Think about this… On April 8, 2014, Microsoft released the last batch of XP patches and explanations of what they fix. A few days after that, virus writers have deconstructed these patches and discovered the underlying security holes. Then, they release their viruses, ransomware, adware, etc. The next day, thousands of computers are infected by the malware, and even if it is removed and all normal precautions are taken, this virus will infect the computers again and again while the Windows XP PC is being used to access the internet.

Organizations that continue to retain a Windows XP environment not only are leaving themselves exposed to security risks and support challenges but also are wasting budget dollars that would be better used in modernizing their IT investments. Many options exist for businesses considering moving to newer PC operating systems. To understand the best options for your organization, you need a Microsoft Partner who will assess your business needs. 

Contact BizTech for more information at 419.539.6922 or go to

Wednesday, April 9, 2014

Add a webpage to your VISUAL toolbar for quick access

Let’s say you use MapQuest daily in your shipping department.  You can add the web page to the VISUAL toolbar. 

Make sure the line “UseToolbar=Y” is in your Visulal.ini file in the [Visual Mfg] section, as below:
[Visual Mfg]

If you don’t do this, you won’t see the buttons you will create.  

1. Log in as SYSADM

2. Go to Admin | Toolbar Maintenance from the Visual Banner

Each row in the table represents a button in the user toolbar, in a specific window

3. Click Insert to add a new row

4. Double click on the search icon  over the “Program Name” Column. 

5. Select the Shipping Entry  menu item, and click Ok

6. Fill out a row in the window as follows:
  •  Toolbar ID: Maps
  • Position: 1
  •  Tooltip: Map Quest
  •  Double click on the search icon at the top of the Bitmap column. (the search icon is a magnifying glass) 
  • Browse to the Visual Executable folder, and select a suitable bitmap.
  •  Find the path to a browser.  
    •     My entry to mapquest is: C:\Program Files (x86)\Mozilla Firefox\firefox.exe
  •      Click Save
You now have an icon in the Shipping window!

This VISUAL Did You Know Tip was brought to you by BizTech VISUAL Consultant, Paul Turnberg

Wednesday, March 12, 2014

Take the time to do your ERP project right

In nearly every ERP Implementation Project, there is a sense of urgency to go-live.  And why wouldn’t there be?  You just made a major capital investment in purchasing a new ERP Software System, and the sooner you use it, the sooner you will see results.

One of the main reasons that there is urgency to go-live is because ‘Normal Business Flow’ is interrupted during an implementation. The business needs to continue to operate, yet valuable time must be dedicated to the project, processes need improvement, operational efficiency is desired and you can’t wait to get your new ERP system up-and-running.  Perhaps, more importantly, management does not want to spend a penny more on consulting or on their own team’s valuable time.  Sometimes, even the implementation consultants want it to go-live sooner due to other projects that need their attention.

While these may all seem like reasonable motives to finish the project sooner, this mindset could be disastrous for your organization. The tendency in this situation is to take short cuts and deal with it later, and many have created a mountain of issues by succumbing to this temptation.  All I can say is, “take the time to do it right, or don’t do it!”

Over the years, I have seen several companies make this mistake and create a disaster.  A few years ago, our company sold an ERP system to a Metal Stamping company.  From the onset of the selection project they were disorganized and in a hurry.  “We’re growing,” said the CEO, “and we need a new ERP system yesterday.”  They made a fairly quick decision to buy the ERP Software, and when they returned the signed agreements, they announced that they were going to ‘Go Live’ in a month- and they would do it themselvesbecause they had a few people that had implemented ERP systems before.

Do I even need to finish the rest of the story?  Ever hear the phrase, ‘Don’t try to automate chaos?’  Well it’s true, you get out of it, what you put into it.  After a couple months of partial system use, bad inventory numbers and no financial statements, they reverted back to their old ways and gave up on the new ERP software. “We were too busy to fix the issues and people stopped using it,” commented the CEO.  Well, 2 years later, yesterday is gone and this company continues to struggle to be competitive.  The results of their implementation- and many others- is why you must take the time to do your ERP Project right.

Doing it right means that you should: ensure the project has a sufficient budget; a committed internal team; a realistic project schedule that includes ample time for prototyping and piloting; and finally, take the time to test, test, & test again before go-live. 

Do it right and improve your business. Do it wrong and, well…

-Posted by Joe Zalewski, BizTech's Managing Partner & COO