VISUAL Did You Know?

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Friday, March 30, 2012

Register today for Inforum 2012

Inforum is THE must-attend event for Infor10 ERP Express (VISUAL) customers. Experience how Infor is transforming companies like yours through new innovations and industry specialization. See how you can increase the value of your technology investment and accelerate the performance and pace of your business.

Inforum features over 700 product and industry education sessions, including a three full days of Infor10 ERP Express (VISUAL)-related presentations.  In these 48 VISUAL sessions, you’ll discover how VISUAL gives you information at a glance to make quick, confident decisions, helping you boost operational efficiency and introduce new products and services quickly.

Presentations include ones from BizTech’s own Kurt Carr and Darren Farmer.  Their sessions include: VISUAL Systems Administration, Technology Environment Roundtable, Re-Implementing VISUAL-Data Considerations, Maximize the Return on Your ERP Investment, SharePoint Starter Kit, and Shop Floor Scheduling.  BizTech’s CEO, Mike Brown, and COO, Joe Zalewski, will also be attending and available to meet with clients throughout the duration of the conference.

View the VISUAL Session Catalog (select Infor10 ERP Express (VISUAL) in the drop-down menu next to Track)

In addition, Grammy-winning music group, Train, is headlining the Inforum 2012 Customer Appreciation Party, Tuesday, April 24, and is sure to get the house rockin’.

Review the Inforum agenda and Session Catalog for more information about the Infor tracks, and then register for this can’t miss event.

Register today!

Thursday, March 29, 2012

Did you know you can search Line Data from the Order Header using the SQL Search Function?

We will use Customer Order Entry to walk through this example, although this same concept can be used in other areas of VISUAL.

1.    Open customer Order Entry and start a search using the ellipse or the  magnifying glass icons, depending on which version of VISUAL you are using.

2.    Select “Data” from the menu screen and then select “SQL…

3.    The default screen will only show the “From” column populated with CUSTOMER_ORDER,CUSTOMER

4.    Copy the following (without the quotes) “CUSTOMER_ORDER,CUSTOMER,CUST_ORDER_LINE” into the “From” window.
           Notice how the CUST_ORDER_LINE table was added.

5.    Copy the following (without the quotes) into the Search condition:

    “CUSTOMER_ORDER.ID = CUST_ORDER_LINE.CUST_ORDER_ID AND CUSTOMER_ORDER.CUSTOMER_ID=CUSTOMER.ID AND CUST_ORDER_LINE.USER_1 like '%%' and CUSTOMER_ORDER.CUSTOMER_ID like '%%' "
      Notice the table links are in this query- this is essential to the where clause of a SQL statement.
VISUAL browse by SQL statement

6.    Enter the criteria between the percentage signs.
(user_1 is where the information is stored on the customer order line)
           Example:

7.    Select the row and it will open the customer order.
This VISUAL Did You Know Tip was provided by BizTech Consultant, Tasha Parker

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 I: Get Executive Buy-In & Form an ERP Selection Committee

For most successful ERP Implementation Projects, getting off to a good start is key. But, before you even begin thinking about which ERP systems you want to research, you should have executive buy-in. Without it, you are destined for disappointment- you’ll spend a lot of your time and the time of others, while the project goes nowhere. I’ve seen many companies take this route, only to be told ‘NO’ by ownership when it was time to purchase.

Once you have the support of the Executive Team to move forward, you should form an ERP selection committee. In most cases you don’t want to go it alone.  While there are no specific rules you must follow when forming your team, I have outlined some guidelines which you may find useful: 

1.  Your selection committee should include people that represent each department that will be impacted by the ERP system.  These individuals should have a clear understanding of their departmental requirements, along with the ability to communicate those requirements to the rest of the team and to your prospective ERP software vendors.  If you can find individuals who have been through the ERP Selection and Implementation process before, their experience can be very valuable. 
      
      2.  You will need a leader- somebody has to be responsible to keep the project on track.  Remember, choosing an ERP package is a business decision, not an IT decision- so this person should have an intimate knowledge of your business.  He or she should also have the ability and experience to make decisions, as well as bring about change within your organization. 
        
      3.  Being on an ERP system selection team requires a significant commitment of time.  If a member can’t commit the time needed for the project, you should select someone else who can.                  
      
      4.  Executive Buy-in: Can’t stress it enough! Make sure that you have an ERP Selection committee member who has the authority to sign the contract and write the check.  If a final decision-maker doesn’t jump on board with the rest of the team, how are they going to have the knowledge to make the right decision when you ask for their signature?

Check out #4 in the whitepaper ‘How to Start Down the ERP Selection Path’ for more tips on creating an ERP Selection Team.


Check out Parts II through IV of the series:
Part II: Define Your Business Issues & Set Your Objectives 

Part III: Start Your Vendor Search & Schedule Demos 

 




 

Friday, March 16, 2012

(VMMIUG) VISUAL Manufacturing Michigan International User Group Meeting

This meeting is a group effort.  Your Participation will make it a success! 
 
When: April 19, 2012

Where: Michigan Technical Education Center (M-Tech)
              7107 Elm Valley Drive
              Kalamazoo, MI  49003

Cost: $50/attendee

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

9:00 – 9:45      Group Business
·         Ground Rules & Goals of the group
·         Steering Committee Member Update
·         Introductions
·         Group Finance update
·         Introducing VEGUG – Visual Enterprise Global User’s Group                             

9:45 – 10:30 – Infor Extreme Support – Sheryl Verhelle - Infor

10:30 – 10:45 – Break

10:45 – 12:00 – EDI – Mike Zaleski – SaberLogic

12:00 – 1:00 - Lunch

1:00 – 3:00 – Breakout Sessions:
Ø  IT (led by Cathy)
Ø  Purchasing/Finance (led by Diane)
Ø  Scheduling/Inventory (led by 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.


Contact Jason Snoeyink for more information.

Monday, March 5, 2012

Did you know that Crystal 11 can imbed linked images into reports, based on a database field?

You can place an image path in a specific field in VISUAL- including document maintenance, and Crystal Reports can place that image in the report at run time.

Step 1. Add a picture to the report
Step 2. Right Click and choose format graphic
Step 3. Choose the picture tab
Step 4. Click on the familiar conditional formatting button next to the “Graphic location”




Presto! Now you can use the formula editor to specify the image path name. Use database fields, text strings, or even a combination of the two!

This edition of VISUAL Did You Know™ was provided by BizTech VISUAL Consultant Paul Turnberg.