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VISUAL Did You Know?

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Monday, May 4, 2015

Adding AP Invoices to Work Orders in Infor VISUAL

Did you know about the rarely known Fifth Cost Bucket?

We all know that Work Orders collect Material, Labor, Burden and Service Costs...
But there is one more cost category that may apply-  AP Invoices.


For items such as:
  • Employee or subcontractor travel expenses to go to a customer site and setup or maintain a product. 
  • Any other expense item that does not exactly fit the standard cost categories.

 From AP Invoice Entry, Link to Work Order:

That expense will show as a new cost line from the Manufacturing Window, Info Costs

Monday, April 13, 2015

Get more accurate scheduling calculations and better estimated costs for future jobs in Infor VISUAL

Did you know that you can get more accurate scheduling calculations and better estimated costs for future jobs in Infor VISUAL by moving labor hours from your Work Orders into your Engineering Masters?

Often times, 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 calculated labor hours from your Work Orders into you Engineering Masters. This can provide more accurate scheduling calculations and better estimated costs for future jobs. 

1. Open the Manufacturing Window in Infor VISUAL and open the Engineering Master you wish to update (you must have an engineering Master open to continue).    

2. Now, from the EDIT menu, select UPDATE HOURS.

3. A new window will now display the list's Work Orders that were created using the Engineering Master. Select one or more Work Orders that you wish to use to update the Engineering Master.

4. Hit the CALCULATE button to see the New Setup Hours and New Run Hours.  
Review and click SAVE.

5. Your Engineering Master will now be up-to-date. To move these costs into the finished part, you need to Implode the costs from Part Maintenance. 

Wednesday, March 18, 2015

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 IV: Check Vendor References, Schedule Final Demos & Make the Decision

After paring down your Top ERP Vendor list, make sure to get vendor references with full contact information.  If the Vendor is reluctant to provide references, demand them. If they still hesitate, suspend activity with that vendor until they provide references. Many vendors try to control the reference calls, but you should make the calls at your discretion, on your timetable and without the participation of the vendor. 

Talking to references early in the process is very beneficial. It gives you the opportunity to have a better understanding of the software, but more importantly, it gives you perspective on what you can expect after you make your decision.  You’ll likely hear positives and negatives about the software and the vendor- just remember, there are always three sides to every story.

The following are some typical questions that you may want to ask:
  • Ask the reference to describe their business and the industries that they serve.  
  • Explain the top three to five goals you are looking to achieve.
  • Ask the reference what goals they had prior to implementing goals? Were these goals achieved? If not, why? 
  • What are the greatest benefits the reference saw after the software was implemented? 
  • Were there any surprises? 
  • How was the vendor communication after the sale? 
  • How was the implementation support? Was the cost and time frame in line with what was discussed and quoted? 
  • If the reference had to do it again, would the company choose the same ERP     software, same vendor, and same implementation team?
After checking with references, schedule your final software demos.  Take advantage of this time to ask any questions that have arisen during the process.  Once again, make sure all members of the selection team view the demo, and be sure to evaluate how the solutions handles your business goals within 24 hours of each demo.
Now, to the final steps. You should never choose the solution on price alone.  If you allow price to enter your decision-making process, it usually becomes the center of attention and all the work you have done to carefully evaluate the solutions is goes by the wayside.  You have all the information you need, and should make a decision based on which solution you feel would work best in your company.   

During this entire process, the focus has been on your business needs, and how the proposed solutions will address those needs. You have also observed how attentive the vendors are to your needs, and how well you feel they understand your business, along with how successfully you feel they will be in assisting you in your implementation.  In addition, you gathered information from other customers when you conducted your reference interviews, and you discussed any troubling comments you heard with your vendors.  You don’t need any other information, so it’s time to make a decision. 
When you have decided on the ERP software & vendor that you prefer, make sure to let them know that your ERP selection committee prefers their solution, and give them specifics on what they need to do to earn your business.  At this point, you and the vendor should be able to come up with a mutually beneficial agreement.  If it meets your satisfaction, sign the agreements and get the implementation process started. 

Now that you’ve received tips on how to select an ERP system- you need tips on choosing an Implementation Partner. Be sure to check out the case study, ‘Choosing the Right Implementation Partner: 5 Critical Steps to a Successful ERP Software Implementation

Did you miss Parts I through III of the series?  
View Part I: Get Executive Buy-In & Form an ERP Selection Committee
View Part II: Define Your Business Issues & Set Your Objectives 

View Part III: Start Your Vendor Search & Schedule Demos

Friday, March 13, 2015

Infor VISUAL Virtual Town Hall Meeting - March 31, 2015

The next release of Infor VISUAL, version 8, continues to harness the Infor 10x technology stack and places key decision-making information at your fingertips in an easy-to-understand, “visual” format. 
Join us for this interactive meeting where Richard Lagoy, Director of Product Management, and Frank Maglio, Director of Development, will provide a live, detailed look at the new features and functionality of Infor VISUAL 8, including innovative new capabilities in the area of data views and analytics, enhanced SoHo navigation, mobile automation, and solution integration.
Topics will include VISUAL Splash screen URL links, VISUAL Analytics, VISUAL Views, enhanced navigation, enhanced document lifecycle, VISUAL AutoRun, APIs, Activities and Alerts, user-sponsored enhancements, and much more. In addition, see what exciting new enhancements are currently on the drawing board for future version 8 release updates. 

Don’t miss your chance to see how this new release will continue to help your company increase productivity and drive quality into every aspect of your manufacturing operation. We look forward to spending some quality time with you!
  • Where: Online Webinar
  • When: Tuesday March 31
  • Time: 11am-12pm ET

Wednesday, March 11, 2015

Save time by using the Toolbar Maintenance app in Infor VISUAL

Did you know there is an application called "Toolbar Maintenance" that can be used to link to a report or add an application to your toolbar in VISUAL?

This can make users more productive by giving them quick access to common programs, or direct links to reports related to the program they are using. 

Toolbar Maintenance can also be used to launch VISUAL Macros from the toolbar.

(Click illustrations for larger views)

Example of Command Line to launch Excel and open a specific Workbook 

“C:\Program Files\Microsoft Office\office15\EXCEL.EXE” “C:\VISUAL\Dropbox\Documents\SpecialPricing.xlsx”

You can also create links to Custom Reports within your own new tab off of the Financial Standard Reports list.  For VTA, a similar method is used.  This is something that could be used for Payroll Verification Reports.  

When adding reports as Menu Items, the key is editing or

Wednesday, February 11, 2015

Did you know that when you purchase material linked to a work order, you can pass specs to the purchase order line from the material card?

This is an easy Infor VISUAL tip!

If you link POs for work order material cards, and you want the specs on the work order material card to get passed to the purchase order line, just uncheck both of the spec options.

Now the requirement specs will flow to the line item!

This tip was brought to you by BizTech VISUAL Consultant, Paul Turnberg. 

Wednesday, January 21, 2015

Part III: 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 III: Start Your Vendor Search & Schedule Demos

Armed with your goals and some basic performance metrics on your business, you can now begin your search for an ERP vendor. A good place to start is using Internet search engines- search for ERP products by using keywords such as “ERP Systems” and “manufacturing business software.”  Another place to look online is software evaluation websites such as Ideally, you should initially choose 5 to 10 vendors that you believe have an ERP Software System to address your needs.

The next step is to contact each ERP vendor on your list. Email is probably the best method of communication because it allows you to be most consistent in your message, and also allows the vendor recipient to pass all the information you provide to the appropriate person in the vendor organization. In your email, let them know that you are heading up a search for an ERP solution, then provide the information you have already defined:
  •  Your business model
  • Approximate number of users
  • The size of your business (revenue and  number of employees)
  • Desired Software platform
  • Your budget for software and implementation services
  • The top three to five goals that the software needs to address

Ask the vendor if they have a possible solution for you. If the response is negative, ask if they can recommended another vendor or solution. For any vendor claiming they have a solution that fits your company, require that vendor to provide 5 - 10 references.  Now, use the vendor’s reference list to find out, in advance, the ERP experiences of some of their users. 

You may want only 4 or 6 possible vendors before you start the next step, which involves spending time with each vendor. The main goal in each step of this process is to be thorough, so that your team can make educated decisions as you navigate through the selection process. To get an idea of the look and feel of each ERP System, you may start with online overview product demonstrations (demos). But the best results will come with two-step process.  The first step:  Invite the vendor to make a discovery visit prior to a demo presentation. This will give them an opportunity to learn about your business and understand your goals, so that they can focus the demo on your needs. Step 2: Schedule the demo within 2 weeks of the discovery visit.

It is important that you have your whole selection team at every demo.  Make sure to designate a couple team members to be responsible for taking good notes.  You’ll be getting a lot of information at each demo, and the different ERP Systems will likely all start to blend together - good notes will help you differentiate between the vendors. In addition to finding software that fits, you need to get to know the company that will help you implement. 

Be sure to discuss each vendor’s solution as a group within 24 hours of the presentation. It is important to document everyone’s responses, and keep a running demo-to-date ranking of which solution is in first place, second place, etc.  As a Reminder: The only criterion for the ranking is how well the vendor handled your top three to five business goals.  After the first round of demos, it is time to reduce your list to the Top 3 (or less) vendors.

Check out the whitepaper ‘How to Start Down the ERP Selection Path’ for more tips

Did you miss Part I & Part II of the series?  
View Part I: Get Executive Buy-In & Form an ERP Selection Committee
View Part II: Define Your Business Issues & Set Your Objectives