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February 2015

Written by Richard on February 26, 2015

VISUAL Training Webinars: Huge success at providing an alternative, cost-effective, and valuable training option for the VISUAL community

Infor VISUAL ERP - Webinars
I promised Caden I would have him in my next post -- He was a little jealous of his little sister!

Never thought our pilot project would strike a chord as much as it has within the VISUAL community! 

Late last year, myself, along with a team of seasoned VISUAL professionals, got together and developed an online training series to showcase all the features and functions that VISUAL has to offer. 

We started out with 2 tracks - Manufacturing & Financials - comprising of 16 (or so) webinars.   Each webinar focuses on a functional area of VISUAL - demonstrating all the available features, functions and options - and HOW to use them.

To be interactive - each webinar is presented by one of our VISUAL consultants (LIVE) ending with a 30 minute Q&A with the attendees.

The feedback has been so positive that we have since expanded the program with more content-specific webinars on the existing tracks, as well as a new Quality track (and an IT track in the works to be available this spring).

We now have over 65+ webinars - with several sessions scheduled every week.
(which reminds me that I have to update the webinar page detailing the sessions)

Here's what a few of our valued clients have to say about the webinars (can't thank them enough for the feedback):

“The VISUAL webinars are very informative. Gave me the insight into VISUAL that I needed to operate my company.”
- Andy Chura, Controller
Commercial Forged Products

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"I would highly recommend your training sessions and the one year pricing for unlimited training to anyone who was upgrading.  Our folks here are loving the training and seeing the new version we have coming. It’s a fantastic cost savings and great interactive training.  I also love that we don’t have to leave the office to attend the training."
- Cathy Coletts, Director of Information Technology
Cincinnati Sub-Zero Products, Inc.

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"VISUAL webinars have allowed our staff to increase their knowledge across multiple areas.  The instructors are knowledgeable and deliver the content in a professional and concise manner.  The short training sessions allow our staff to gain valuable Visual knowledge without having to leave for an entire day of offsite training."
- Joel Kiekhaefer, IT Director
Apache Stainlesss Equipment Corporation 

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"I greatly appreciate this! The Concurrent Scheduler II webinar was great and we learned a lot on how to use the production reports and throughput window to help us. Please send my thanks to the instructor, she was awesome!"
- Visual User, Operations Process Manager

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Written by Richard on February 11, 2015

Get your shades! Future is looking mighty bright on things to come in VISUAL 8!

Ryleigh
Ryleigh's reaction when I told her about VISUAL 8

Just got back from the Infor Partner Conference last week....and I gotta tell you that I was floored on all the new features and functions that are coming down the pipe with VISUAL 8.  Rich Lagoy and Frank Maglio did a great job on presenting (and demo'ing!) VISUAL 8 and discussing the products' roadmap.

Here are some of the highlights:

  • Macros will be managed within the database
  • VISUAL API Suite -  That's right, the COM objects are back!  They will be upgraded and incorporated into a full API suite and part of the VISUAL core.  Oh, did I mention that they will be supported and documented?  What does this mean to the VISUAL user? Integrating to VISUAL will be easier, faster, more secure.
  • Built-in Automation of Processes - You will now be able to autorun Global Scheduler, Costing, MRP and VISUAL Analytics
  • New UI, Navigation, and Document Information Capture
    • New and improved Graphical Document Lifecycle.
    • You want more drill down capabilities?  You got 'em - even at the order line level!
    • Source & Target Navigation - Easily walk through the lifecycle of a document to view upstream or downstream relationships.  For example, from the Customer Order you can jump to the corresponding quote and/or the packlist(s).
    • Activities and Reminders - You can now create and log activities on all documents - allowing you the ability to categorize and record various “activities”.  In addition, users can set follow-up reminders associated with these activities.
    • Enhanced Query Tool - Yes this little tool is undergoing a much needed facelift.  You will be able drag and drop tables and fields into the query window, export results to Excel and save to the database.
  • Wait until you see the View Panels.  Major Enhancements!  They can display data graphically which you can also drill-down into for details.  So many features have been added that each document can have it's own living dashboard/KPIs metrics.
  • Dashboards, Dashboards and more Dashboards - Remember EIS?  Those days are long gone and forgotten! Amazing stuff - and very much needed.
  • VISUAL Mobile Automation
  • Customer Sponsored Feature Enhancements - You've asked for them - so you're getting them.  Thank you very much
    These are just a few - but there's many:
    • Print Packlists by warehouse or territory
    • Customizable UDFs on AR, AP and GL Entry modules
    • View Work Order Receipts option from the Manufacturing Window
    • On-hand balance check when backdating in Inventory Transaction Entry window
    • Printing associated documents when printing a range of Work Order Travelers
    • Security Enhancements - Permission settings to Add & Delete parts, customers and vendors
    • Added "Entered By" fields to Customer Order Entry (in both the header and line level)
    • Vendor Supplying Part - ability to add the same vendor more than once to a part.
    • Added OnDelete and OnAfterDelete for macros
    • Supplier Performance window - to compare performance on delivery and quality

I should add a disclaimer here only to let you know that what was presented on VISUAL 8 may change - many factors can affect Infor’s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor.

That beings said - I'm anxiously looking forward to VISUAL 8!

 

Written by Richard on February 1, 2015

Auto-Issuing from multiple locations for a single Part

Yes it is possible.

VISUAL allows you the capability to setup a part to be automatically issued to a work order as labor is reported against an operation.  To do this there are a couple of settings that you need to have in place for this to happen.  At a minimum, you need to flag the part as being AUTO ISSUE and specify the Warehouse and Location to issue from.  These settings can be found in the PART MAINTENANCE module

Infor VISUAL ERP - Part Maintenance
Part Maintenance in VISUAL 7.1.2

Now you may have situations where you need the ability to auto issue a part from multiple locations.  From the onset it may appear that you are limited to only having one - but it is possible to configure VISUAL to have more. 

Here's how...

  1. Call up the part in PART MAINTENANCE.
  2. Go into "Warehouse Locations..." from the MAINTAIN menu to bring up all the warehouse locations assigned to the part
  3. Now your first instinct would be to check the checkbox in the Auto Issue column.  DON'T because you may find yourself in a frustrating game of "Whack-A-Mole"!  Go ahead and try - you'll see what I mean.

    Whack a mole
    A Classic!
    Instead, simply select the checkbox under the Default Part Auto Issue column (the AUTO ISSUE checkbox will check automatically).  Once you have all your auto issue locations set - save and close the window

    Infor VISUAL ERP - Part Maintenance Warehouse Locations 
  4. Now you have configured the part to have multiple auto issue locations.  The only step left is indicating which location VISUAL should auto issue from on your work orders and/or engineering masters.  You can do this in the MATERIAL (REQUIREMENT) card of the auto issued part in the WO/EM under the PLANNING tab.

    Infor VISUAL ERP - Work Order Requirement Material Card Location ID 
    Note: The locations available will only be those that belong to the WAREHOUSE specified on the Work Order Header.  Also, if you choose not to override the location - then VISUAL will auto issue from the Default Auto Issue Warehouse and Location in PART MAINTENANCE.
     

Now you're all set.

  

WHO IS VISUALNUGGETS?

Richard Ferlatte
Results Driven VISUAL Specialist

VISUAL WEBINARS - Updated!

Check out our 50+ Training Webinars focusing on the various VISUAL modules and concepts. There's sure to be one to interest you!
24 Manufacturing Webinars
15 Quality Webinars
13 Financial Webinars

VISUAL EXTENSIONS

Extend the functionality of your VISUAL ERP system with these proven and supported VISUAL apps
Go Paperless App
Integration of the Go Paperless App solution and VISUAL results in Paperless ERP that provides a way for VISUAL users to increase efficiencies and thereby, the cash conversion cycle.
Inventory Management Tool
Provides you the ultimate freedom to quickly filter data, drill-down and track inventory/work in process discrepancies, easily reconcile actual inventory/wip to financial records for current or past periods.
eBoard – Financial Dashboard
A powerful Financial Dashboard allowing you to access live Financial data, drill down to supporting details and export the financial statements to Microsoft Excel in one click.
VE Mobile
The premier mobile extension to the VISUAL, adding flexibility and productivity improvements through the introduction of mobile scanning technology to the warehouse.
Logicity™ Automatic Invoicing
Automatically generate e-mailed or printed invoices out of VISUAL
EDI Integrator
A powerful alternative to the VMDI interface for EDI transactions (inbound and outbound).
Web Store Integration
e-Commerce solution integrating the web to your VISUAL system.