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February 2015

Written by Rich 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 Rich 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.

  

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VISUAL EXTENSIONS

BOM Xploder
Drastically improve your BOM visibility and discover shortages at ANY level of your bill of material no matter how deep.
SmartViews
See, analyze, and track information that helps you better support individual, departmental, and your company’s performance metrics and goals.
eBoard - Financial Power App
Developed for accounting professionals looking for powerful and easy-to-use GL reporting software. Access live financial data, drill down to support details and export financial statements to Excel in one click.
Inventory App
This Inventory Reconciliation App provides a systematic approach to control and manage your Visual inventory effectively and efficiently
Credit Card Integration
Easily accept and process credit card payments right from within VISUAL.
ACH Document Processing
Leveraging VISUAL's payment scheduling and batch payment functions, with the added convenience, performance, and security of Electronic Funds Transfer payment processing.
Sales Tax Automation with AvaTax
Easily automate sales and use tax in VISUAL with AvaTax. No more manually entering data or uploading rate tables and tax information.
Workforce Management with Kebrite Solutions
Streamlines the collection of Job, Labor, Payroll, Time & Attendance, and a vast array of HR related data-- with live VISUAL integration.