VISUAL Did You Know?

If you have any questions about Infor VISUAL, contact us at 800.804.4715. We would be happy to help you!

Do you have VISUAL and want monthly tips and news? Subscribe to the BizTech VISUAL eNewsletter.

Are you looking for an ERP software? Subscribe to our monthly eNewsletter about ERP selection & implementation. Subscribe to the BizTech intERPreter.

Join the VISUAL Manufacturing Group on LinkedIn!

Search This Blog

Tuesday, August 30, 2011

Drag & Drop Many Items to Line Items

Did You Know that you can Drag and Drop Many Items To Line Items? This works in VISUAL 6.5.2, 6.5.3, and 6.5.4

If you are entering lines in a table, you can drag and drop data from the browse window into the line. For example, if you are entering lines in Customer Order Entry and you have the Part Browse window open, you can drag one or more parts from the browse window onto the line item table. VISUAL adds the relevant information to the lines. You can also select multiple lines by clicking on one line and dragging the cursor through other rows or by holding CTRL and clicking different lines.

Here’s How:

1) Click the normal “Browse” button to bring up the list of Parts.

2) Scroll through the list or apply a search filter to get to the parts you need to add.

3) Select one or more rows by clicking the dark box at the front of the line.

a. To select various lines, hold the CTRL key on your keyboard as you click.

4) When ready, LEFT-CLICK and HOLD for a second on one of the dark boxes in front of a selected line.

5) The mouse pointer will change to include a small box.

6) Keep holding the left mouse button.

7) Drag the mouse pointer to the line item table.

8) Release the mouse button anywhere in the line item table.

9) The Parts selected will all be added as new line items.

10) Update Qty, Price, etc. as usual.

Mike Brown, BizTech’s CEO & Senior VISUAL Consultant, provided this edition of VISUAL Did You Know?™

Michigan VISUAL Maufacturing User Group Meeting

When: Thursday, October 20, 2011

Time: 8am – 3:30pm EDT

Where: Chelsea Comfort Inn and Village Conference Center

1645 Commerce Park Dr

Chelsea, Michigan 48118

Phone: 734.433.8000


Cost: $50 per attendee. Checks made out to: VMMIUG
Please send payment to:
Diane Hiles
Anderson Technologies, Inc.
14000 172nd Ave.
Grand Haven, MI 49417

The $50 fee includes lunch, continental breakfast, and beverage service throughout the meeting. We will have wireless internet service at this facility.  If you are interested in staying at the hotel, you can contact them- there is a special rate of $84.95/night + tax offered for attendees.

If you are a member of the VMMIUG website, PLEASE use this meeting registration link so that a head count can be figured.

If you are not a member of the website, please register at or It is free to join the website.  Contact Jason Snoeyink at 616.396.4604 x123 or with any questions regarding registering.


8:00 – 9:00 – Registration
·         Coffee/continental breakfast will be setup

9:00 – 9:15    Group Business
·         Ground Rules & Goals of the group
·         Steering Committee Member Update
·         Introductions
·         Website update
·         Group Finance update

9:15 – 10:30 – Successful Visual Reimplementation: Reimplementation is starting over with the advantage of experience. A session of strategies, pitfalls and the setting some of realistic expectations for your Visual reimplementation. – Kurt B. Carr, BizTech

10:30 – 10:45 – Break

10:45 – 12:00 –VISUAL Year-end closing procedures – Accounting and Inventory – Melissa Moreau - BizTech

12:00 – 1:00 - Lunch

1:00 – 3:00 – Breakout Sessions:
Ø  IT (led by Cathy)
Ø  Everyone else (led by Diane/Jason)
·         User issues with Visual
·         “Stupid User Tricks”
·         Reporting tools & ideas
·         Visual enhancement requests

3:00 – 3:30    Group Discussions/Follow-up
·         Breakout session follow-up – report back on all topics/all groups
·         Open discussion.

Friday, August 26, 2011

ERP Myth or Reality?

Your ERP Implementation will be a success if you choose the best ERP Software.
This is a myth!  Even if your organization picks the best ERP software system, the implementation could still fail.  ERP system implementations can become very complex, and to be successful, consist of much up-front planning, a smooth implementation, and ongoing maintenance.
Most believe that their ERP system implementation will be successful if it finishes on time, on budget and results in significant business benefits. However, it may be difficult to reach that goal because implementation projects involve many people- from different levels of internal employees, to external consultants.  This leaves much room for human error.  Your organization’s implementation team, including the CFO and CIO, need to identify implementation best practice to increase your organization’s chances of ERP implementation success.
Below are a few best practices that will help your company achieve ERP system implementation success:
·         Understand the target benefit of an ERP system implementation
·         Take time to Plan up front
·         Focus on business processes and requirements
·         Focus on achieving good ROI
·         Gain commitment from company executives
·         Have great Project Management
·         Perform a Data Migration

For more information about ERP system selection, read the white paper “How to start down the ERP selection path.”

Wednesday, August 17, 2011

Five Critical Steps to a Successful ERP Software Implementation

Every day we hear stories of failed ERP implementations and their cost: the hundreds of hours and thousands of dollars down the drain.

That’s chicken feed, compared to the cost of lost momentum. ERP – when done right –adds efficiency and value to just about every aspect of a business. So a failed or prolonged implementation destroys or delays that benefit. It’s like a race car going into the pits, the faster they come out with a full tank, the better they’re going to do…and the bigger the advantage they gain over competitors.

In that respect, ERP implementation teams – the techies who work with your company to plan, configure and install the software you’ve purchased and train your users – are like the pit crew. They are absolutely crucial to the success or failure of your ERP implementation. Yet, in many cases, they are an afterthought for companies in the throes of determining which ERP software to buy. The right implementation partner can get you up and running smoothly, help you realize the benefits of your ERP system quickly, and ensure that your unique business realities are addressed. All of which will save you time and money, as well as increase the Return On Investment (ROI) of your ERP system. By contrast, the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects.

Over the years, we’ve been able to identify several factors that contribute to a successful ERP implementation. By following these five steps as you go through the ERP selection and implementation process, you will dramatically improve the odds of generating the great results you expect.  Steps include:

1.   Pick your implementation partner as least as carefully as your software provider
2.   Use your implementation partners to make sure your technology is aligned with your people and processes.
3.   Scope the entire process, even if you are doing a minimal implementation.
4.   Do it right.
5.   Don’t look for the finish line.