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VISUAL Did You Know?

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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




Monday, December 7, 2015

Infor VISUAL ERP Tip | Using the Query Tool

Did you know that the Query Tool has been drastically improved in VISUAL 8?

Many of you have seen the Query Tool that comes with VISUAL. If it doesn’t look familiar it could be because many of you saw it once, didn’t know how to use it, and never looked again. 


(Click photos to zoom)


The tool is much friendlier in VISUAL 8. With the simple addition of allowing users to select data fields, the tool advanced leaps and bounds. As you can see, the table names are listed for you. 

If you click the “+” next to the table, you can see the fields within that table.



Below shows what is displayed when you expand the PART table. 




Additionally, Infor has added a drop down list of commands which can be used. 


See below what is displayed through the drop down list.



Now users can create simple statements even if they are not completely fluent in the database structure and SQL. 

Below is a simple example that anyone could build now.  



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