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VISUAL Did You Know?

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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 

Wednesday, January 7, 2015

Speed up Infor VISUAL loading times with an INI file

Did you know that you can speed up VISUAL loading times by copying NETHASP.INI to the EXE folder?

First of all, we must explain HASP.  HASP stands for 'Hardware Against Software Piracy.' A HASP dongle is usually a small USB hardware device that is connected to a PC to act as a software key, allowing an application to run. 

NETHASP.INI is a small INI file that is not installed by default.  When configured correctly, it prevents the VISUAL applications from checking for a HASP device on the PC. Because it prevents checking for a HASP device, the INI file can speed up the loading time for the main VISUAL Application menu, as well as individual VISUAL Applications. 

You can get the NETHASP.INI file from Infor Xtreme, KB 738703; or create with Notepad.exe (see graphic below). 

After downloading the file, copy it to the VISUAL Executables folder either on the network file server, or to each client PC if installed locally. 

Monday, January 5, 2015

Infor VISUAL Customer Community Page

It's not always easy staying up-to-date on VISUAL manufacturing updates and news.  That's why Infor created a new customer community page on their website.

On the new community page, you can find details on the latest release and other resources to help you access support and education, get involved in customer events, upgrade to the latest release, and more.  You can also register for upcoming webinars and find on-demand webcasts of webinars that you may have missed.

What are you waiting for? Go check it out!

Monday, December 22, 2014

Infor VISUAL 1099 Processing made easy

VizReports™ 1099 Edition for 2014
Print VISUAL Vendor Payment Information Directly on 1099-MISC Forms!

You need to mail out all your completed 1099-MISC Forms by January 31, 2015.

BizTech has the solution to help you meet that deadline!  BizTech's VizReports™ 1099 Edition is designed to extract vendor payment data from your VISUAL database and allow the amounts for each vendor to be reviewed within the application.  

You can even manually specify rents, royalties, medical, and health care payments, etc. as needed.  When the review is complete, you simply print the results directly on your 1099-MISC laser forms!  

This unique reporting tool is available for only $199.00! (per company or per site)

Here is what's new in the VizReports 1099 Application for the Tax Year 2014:
Updated default dates for tax year 2014.
•Revised User Interface.
•Support for VISUAL 7.1.x Multi-Entity/Multi-Site Databases.
•Verification that the forms print correctly on the 2014 Form 1099-MISC and Form 1096.
•Support for Access 2010 and Access 2013 or the Access 2007/2010 Runtime.
•Verified Support for all VISUAL Versions 6.4.1 through 7.1.2.
•Reporting Solution for all versions of SQLBase, SQL Server, and Oracle.

For more information, visit

Monday, December 8, 2014

Infor VISUAL - Helpful Keyboard Shortcuts

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

T =  Today’s Date
Space Bar =  Date Selector



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

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

Ctrl+A   Previous Window
Ctrl+Z   Next Window

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

F1   Context Help
F2   About Help

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

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