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VISUAL Did You Know?

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Friday, May 6, 2016

Infor VISUAL Tip | Creating security profiles to use as templates

Did you know you can create security profiles and use them as templates? 

Security Profile templates can be used to streamline the user permission setting process. 

The steps to create a security profile are: 
  1. In the Security by section, click Profile.
  2. In the Profile ID field, specify an ID for the profile.  
  3. Specify a description for the profile in the field to the right of the Profile ID field.  
  4. Click the Language drop-down field and select the language that the profile uses.  
  5. Click the Status tab and specify settings for each document type.  
  6. Click the ECN Status tab and specify settings for ECNs.  
  7. Click the Menu Security tab and specify which menus users with the profile can access. 
  8. Click the Program Security tab and specify security settings for each program.  
  9. Click the Group tab and create a group to associate with the profile.  
  10. Click Save. 

You can either assign a security profile to the user, or you can copy the profile settings to the user. Something to keep in mind when using the assign or copy methods, is that when you assign a profile, the user inherits the profile settings, but the settings are not copied to the user security record. So, when you view the user’s security record, the application does not display the settings inherited from the profile. 

On the other hand, when you copy a profile to a user, the user inherits all of the profile settings and the settings are transferred to the user’s security record.

You can also create Group Profiles. You can copy group profile information to individual groups. All the information you specify on the group tab for the profile is copied to the individual group, including default group settings and group members. You can create a profile that contains both user security information and group information. When you apply the profile to a user or group, however, only the pertinent information will be applied. 

For example, if you create a profile with both user and group information, and apply the profile to a user ID, only the Status, ECN Status, Menu Security, and Program Security information will be applied to the user. 

As you can see, the process for setting up profiles is similar to the processes for setting up individual users and groups.

This Infor VISUAL Tip is brought to you by BizTech VISUAL Consultant, Ivan Wilson. 

Monday, April 4, 2016

Infor VISUAL Tip | Print documents in a different language

Did you know that VISUAL gives you the ability to print documents for your customers in their native language?

While VISUAL obviously cannot translate your English documents to French or Spanish, it does give you the tools that allow you to automate the generation of documents in the proper language. Let's begin with the language setup itself.

In Customer Maintenance, you will find languages under the Maintain menu.

This opens a window that allows you to define the 2 character language codes that you want to use. 

Now that you defined language(s), you can assign them to your customers. This is also done in Customer Maintenance. The languages available for the customers are the ones you set up in the previous step. 

You can even set specific part descriptions for your parts by language. In Part Maintenance, under the Maintain menu, select Language Descriptions.

Now you have a description for your part that can be printed based on your customers' languages. 

There are some additional steps, including the development of the forms themselves. However, if your company does significant business with foreign customers, it may be beneficial to see how VISUAL can accommodate form generation in other languages. 

These tips were brought to you by BizTech VISUAL Consultant, Larry Tussing.

Wednesday, March 23, 2016

View the Infor VISUAL 8 webinars on-demand


Infor VISUAL 8 On-Demand Webinars      

Now you can view our series of webinars about Infor VISUAL 8- ON DEMAND!  Our VISUAL Experts take you through the highlights of the newest version of VISUAL, as well as dive deeper into the new features and functionality.  The recordings are around 60 minutes each.

VISUAL 8 User Experience

In this session, see the new changes to the user interface that transforms VISUAL into a system of engagement. Learn about the new graphical user interfaces with increased drill-down functionality, expanded screens and advanced browsing. See how this new user interface can help improve employee productivity. This session also introduces new customer-sponsored enhancements coming out of the various VISUAL forums, such as Infor communities, Xtreme and User Groups. View the recording

VISUAL 8 Splash Screens and Dashboards

In this session, we 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. View the recording

VISUAL 8 Activities and Alerts

Companies can now record and track business partner activities through the entire sales and procurement lifecycles. Activity categories and types can be defined to satisfy your specific business needs, allowing you to become more insightful and proactive to your customers' needs. This session provides a detailed overview of how to implement the activity feature and why activity tracking will become an important part of your business process to help drive efficiency and customer satisfaction. View the recording

Upgrading to VISUAL 8

Whether you are on VISUAL 6 or 7, in this session, we cover the key items that must be considered when upgrading to VISUAL 8. This will include, but not be limited to, the database schema changes associated with multi-site (7.1.0), double byte (8.0.0), as well as platform, operating and database platform considerations. This is a highly recommended session for all customers planning to upgrade to VISUAL 8. View the recording.

Wednesday, February 24, 2016

OINK VISUAL Manufacturing User Group Meeting - March 15, 2016

OINK - Ohio, Indiana, Northern Kentucky VISUAL Manufacturing User Group Meeting

When:   Tuesday, March 15, 2016

Where:  Novae Corporation
              643 W Ellsworth St
              Columbia City, IN 

Cost:    $50 annual membership per company   
             covers all meetings/attendees.
             Payment made out to:
             OINK VM User Group
             c/o Steve Denkers, MTM
             1458 E 19th St
             Indianapolis, IN 46218

Meeting Agenda:

9am - 9:45am - Tour of Novae Facility (optional)

9:45 - 10:00am - Registration & light breakfast provided

10:00am - 10:15am - Introductions of leaders & attendees, OINK business

10:15 - 11:30am - "Security & Preferences in VISUAL" - Jacques Pelletier, VBS

11:30 - 12:00pm - Lunch provided

12:00 - 1:00pm - "Electronic Data Interchange (EDI)" - Larry Marshall, Focused  

1:00 - 1:15pm - Break

1:15 - 2:30pm - Discussion of OINK group going forward

2:30 - 2:45pm - Wrap up

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.