The Art and Craft of Material Planning: Material Planning Made Easy - When you run your MRP report, do you sometimes wonder why a part is on the report, or requirement dates are not realistic?. Learn the ins and outs of material planning. We will be comparing the advanced window to the standard as we go.
VISUAL Re-implementation: It’s Not Just About the Data: An Infor VISUAL re-implementation can be a powerful way to transform your organization's day-to-day operations. You can reap even more benefits when re-implementation is approached as more than just a technical exercise in cleansing data. Join us for this overview of successful re-implementation approaches that will allow your company to use VISUAL as a tool for organizing operations and delivering the information that your leadership needs to succeed in today's hyper-competitive manufacturing climate.
Preparing for Your VISUAL Upgrade: Upgrades are scary! Why? Because most companies do not prepare well enough in advance to ensure the 'go live' is seamless and painless. Come to this session to hear about how you can improve your preparation, save money, and decrease risk of issues.
Lead time Performance Manager: This is a new module in VISUAL version 9 that creates the framework to measure your current lead time and supply you the information you need to begin a continuous improvement program. By defining unique activities by product line, the VISUAL system will track their completion against established standards will highlight those activities (for example Quoting, Order Entry, Engineering, etc.) that need the most improvement in order to reduce overall lead time.
Using VISUAL to Drive Profitability: VISUAL can collect all of the data you need to to help you drive more profit through your business. This session explores the areas that have long been a key to higher profits, and provides you with the tools and techniques to increase profitability.
Calculating Burden: Overhead is a part of every business, and properly absorbing it into your job costing system is a critical part of having an accurate cost system. See examples of how companies calculate and update their burden rates on the floor, including techniques for Retro-Burden.
Supplier Performance Management: Does your organization realize how closely the performance of your suppliers is linked to your performance to your customers? Learn the basics of setting up or improving an existing supplier performance management program and utilizing the data within Visual to drive that program, as well as Visual's Supplier Performance Module. You will learn how managing the performance of your suppliers - a critical component of overall supply and demand chain management - can have a material impact on your company's bottom line.
Transform Your QMS (Quality Management System) from Expense into Asset: A Quality Management System is expected to give companies the framework needed to monitor and improve performance in all areas of the business. But too often these systems are viewed as an Expense instead of an Asset; it is discovered that these systems remain underdeveloped, are cumbersome to manage, become dormant over time, or lack engagement from the rest of the company. Whether you have an existing QMS, or are thinking about developing one, learn how to revive the most commonly under utilized areas of a QMS and how Visual, IQM, and VQ can support this effort.
Manage Inventory Levels: Accurate Inventory Management is the basis for manufacturing success including direct support for planning, scheduling and supplier management. Techniques for using the information and functionality from your VISUAL system to better manage inventory costs without compromising customer service levels will be discussed. In addition, discover how you can eliminate the need for an annual count.
VISUAL Health Check: Visual produces one of your company’s most valuable Informational Assets. Maintaining the integrity of your data and the effectiveness of your processes will yield verifiable operational and financial information to support your business decisions. This session will focus on system health indicators and methods for sustaining a reliable enterprise system.
Production Capacity, Meet Contribution Margin: See what kind of fireworks can happen- in a good way! - at your company when you introduce Throughput Accounting concepts (aka Value Added Margin, Throughput, Value Added Revenue) to your company’s current and future capacity. Typically, production and finance don’t mingle much, but this session may reveal that opposites do indeed attract.
Achieving Sustainable Business Performance Improvement: If business performance improvement is to achieve its potential and be sustainable, it must be integrated into the planning and measurement systems as well as the culture of business enterprises. And for that to happen, the concept must be articulated in terms that are familiar to business leaders and employees alike.
That Which is Measured Improves: Regular measurement and reporting of the "right" things keep you and your team focused — because you use that information to make decisions to improve your results. Join us and see what VISUAL customers use to measure, manage and improve their company.
Stop ERP Knowledge Erosion - Part 1: Ever wondered if ERP could do more for you? Do you have users that are new to VISUAL and aren’t getting out of it what they want or need? Has your company changed over the years (new people, goals, products, machines, etc.) and you are using VISUAL with the processes you implemented many years ago? Have you lost key personnel that were VISUAL “super users” and the knowledge of VISUAL went with them? Are you doing things inside of spreadsheets and other 3rd party tools that should be done in the ERP? If you answered yes to any of these questions this session is a must for you and your company. This session will provide you with ideas you can use immediately when returning back from the conference as well as a path to getting the most out of your ERP. This is part 1 of a 2 part session.
Stop ERP Knowledge Erosion - Part 2: Ever wondered if ERP could do more for you? Do you have users that are new to VISUAL and aren’t getting out of it what they want or need? Has your company changed over the years (new people, goals, products, machines, etc.) and you are using VISUAL with the processes you implemented many years ago? Have you lost key personnel that were VISUAL “super users” and the knowledge of VISUAL went with them? Are you doing things inside of spreadsheets and other 3rd party tools that should be done in the ERP? If you answered yes to any of these questions this session is a must for you and your company. This session will provide you with ideas you can use immediately when returning back from the conference as well as a path to getting the most out of your ERP. This is part 2 of a 2 part session.
Managing Standard Costs: This session goes through the process of updating part master costs. For purchased product, there is the recalc standard functionality which will update based on an average over a defined period, or last purchased. For fabricated parts, see how to push down to engineering masters the updated purchased part values, push down burden/payroll costs, and then implode/update part master with new fabricated cost.
Throughput Window Advanced: Using throughput window to improve delivery and customer satisfaction. Applying mechanics of the window to improve performance.
Top 10 Things I Wish I Knew Then What I Know Now: From the user view, list out topics from customers that highlight things they would have done differently during their VISUAL implementation.
VISUAL Projects and A&D Best Practices: Does your business live in months or minutes? Learn how to leverage your project-based environment and bring value to your business and customers.
SmartViews - Why It Has Changed the Reporting Game: Lots of data but no time to do anything with it! SmartViews was designed from the ground up for the average user to be able to get the data they want, when they want it and HOW they want it! See, analyze, and track information that helps you better support departmental, company and supplier performance metrics and goals.
Building VISUAL 9 Custom Dashboards: There are over 40 system metrics included in VISUAL which show information about sales, purchasing and production. However, if the system metrics do not meet your needs, you can create your own key performance metrics. In this session, we’ll introduce the process of creating your own custom analytic and detail grid metrics for VISUAL 9 Dashboards.
How to Use VISUAL Report Writing Tool (Basic): Want to learn to edit Visual QRP's? This is a great place to start. We will de-mystify basic report writing methods & report formatting in this session.
How to Use VISUAL Report Writing Tool (Advanced): Get the most out of Visual Report Writer. Use extended queries to fetch data from Visual, views to organize your data from various tables, formulas and other advanced topics.
VISUAL Business Intelligence/Synoptix: Would you like to create your own custom reports and financial statements without needing to be a report developer? Do you need a tool that will allow for the creation of reports in just minutes? Uncover just how simple it is to create real-time financial and operational reports, including quick and easy data graphs and powerful data dashboards and even advanced Key Performance Indicator and Exception reports with the Synoptix Reporting Suite's. Synoptix is an optional module available from Infor.
Automate the Delivery of Your Reports: Delivering the right information to the right people at the right time can make all the difference when it comes to taking action or resolving problems. This session provides an overview of the use of reporting tools to automatically deliver reports - Crystal Launchpad and SmartViews, both are optional product extensions to VISUAL.
Custom Report Writing: So, you need a custom report? Should you modify an existing QRP, write a Crystal Report, a report in MS Access, or Reporting Services? This session will discuss various report writing options and discuss the pros and cons of each method. It will also cover report writing basics and database connectivity. The impact of the new VISUAL 7.1.X and 8.X schema will also be discussed.
SQL Server Reporting Services: Explore another powerful alternative for report writing. SQL Server Reporting Services provides a full range of ready-to-use tools and services to help you create, deploy, and manage reports for VISUAL Enterprise. Reports are viewed using a web based server that allows users to optionally export data to Excel, PDF and other formats. Report Server supports role based security and has a built-in scheduling system to automatically generate reports. You will learn how to create and deploy reports using SQL Server Business Intelligence Studio.
VISUAL Reporting with Excel: Use excel for resolving or researching. Get to know some of the basic tables, the fields they contain, and how to use excel to extract data.
Developing Workflows: An introduction to Workflow to create predefined conditions and rules for streamlining processes. Enforce controls in specific tasks within applications such as Purchase Order Entry and Customer Order Entry.
Interfacing with VISUAL - The API Toolkit: Programmers...assemble! In this session we will demonstrate and explain an application written in Visual Basic which interfaces with VISUAL using Infor's set of API functions. We will deep dive into the code using Visual Studio 2017.
Creating Macros: Ever want to automate a repetitive function or have the system perform calculations that you may be doing by hand? Learn how to utilize macros in VISUAL to extend its capabilities, and fill company specific needs. Macros can be written in basic SQL language, or VB script. Some knowledge of both is recommended for this session.
VISUAL Business Objects - Part 1: Updating the VISUAL database with external data must be done in a manner that preserves the integrity of all data tables. VISUAL Business Objects is an optional module designed to do exactly that. Part one will cover how you can take advantage of VISUAL Business Objects by discussing business application examples in the areas of orders, shipping, inventory and other transactions.
VISUAL Business Objects - Part 2: This is the second in a two part session that utilizes VISUAL Business Objects to take a technical dive into how to program with the Business Object Library and deployment schemes such as Web Services.
How to Extend VISUAL's Capabilities: VISUAL has broad functionality, but it may be missing something your business needs. In this session, you will learn various methods of adding that functionality through the addition of custom applications and database objects, including an example using the new API Toolkit.
Multi currency: Are you a global manufacturer? Do you have customers who require working in different currencies? Do you purchase items from different countries? Come to this session for an overview of the multi currency capabilities of VISUAL ERP.
Costing Tools: Your ERP system is only as good as the data maintained with in it. Learn how to use these tools to compare and fix VISUAL records to properly reflect the manufacturing accounting data in the financial system.
Electronic Payment Options for Vendors and Customers: Is your company considering implementing electronic payments to your Vendors or credit card payments from customers? Come explore various standard and optional features that can streamline your payment processing methods for customers or vendors and increase your process efficiency and reduce errors.
VISUAL Projects - For Equipment ETO and A&D: Are you familiar with VISUAL Projects? In this session, we will show you what this module can do.
Multi-site Finance/Admin: Multiple companies or multiple sites within the same company? No need to have multiple databases! Learn how the new Multi-site functionality supports financial management across multiple companies and sites in one database.
Financial Control Workflows: Learn how to create simple workflows to put rules on certain financial transactions or financial setup.
GL Dimensions: Learn how GL Dimensions can help you filter and segregate data in your GL Structure.
Standard Financials Foundation: An overview of VISUAL's comprehensive accounting software system. Learn how costs flow throughout the system and subsequently into the General Ledger.
Reconciling Your AR, AP and Bank Subledgers: Ever wonder if you and your staff are processing transactions effectively through Visual ERP? During this session you will learn: How the various windows in Visual connect to each other and which fields impact accountin; The 4 ways to create an Accounts Receivable invoices; The 4 ways to generate Accounts Payable payments; How document life cycle can help you speed up your research time; Top 7 ideas to keep AR, AP and cashbook in line; and New features & functions that can be used to enhance processing of your day-to-day transactions.
The Month-End Closing Process For Standard Financials: Performing month end closing can pose challenges for even the most experienced users. Learn the proper procedures, steps, and transactions that make a successful month end closing a fast and easy process.
Making Payments / Receiving Payments For Standard Financials: This session will cover progress billing, spreading credit card payments, customer and vendor prepayments, and vendor credit terms.
Global Financials Foundation: Global Financials work best when their foundation has been well designed. See best practices on how your account structure is created from categories/natural accounts and segments. Also understand the pass through of costing and transactions from the manufacturing database based on your configuration. Other items covered will be document types and transactional processing, as well as multi-entity processing.
Making Payments / Receiving Payments in Global Financials: The Global Financial system offers many ways to manage payments and ensure that that are accurately applied. The use of Progress billing, spreading credit card payments, customer and vendor prepayments, vendor credit terms will be discussed with the goal of improving processes in these areas.
The Month-End Closing Process For Global Financials: Global Financials, the .NET financial package, integrates with Visual Enterprise. And this not just one Visual database, but can connect to many databases. You will learn: How to make Global Financials structured Chart of Accounts work best for your business; How entities in Global Financials connect to Visual Enterprise; How to effectively use security to better control month-end and user access; Key tables that are shared between Global Financials and Visual Enterprise and which database owns them; Techniques for managing your financial data even further by using transaction categories and statistic accounts; and How to set up taxes to support customers, vendors and various treatments for cash discounts.
VISUAL Dashboards & Weblinks: Attend this session for an overview and demonstration on how you can transform your VISUAL splash-screen with Weblinks 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.
VISUAL 9.0 Overview: Learn all the new features and benefits of VISUAL 9.0.0.
VISUAL Roadmap - Looking Ahead: Learn about the many new features scheduled to be delivered after VISUAL 9.0.0, and our plans for future releases of the VISUAL solution related to business and operational features, technology, and adoption of complementary Infor solutions.
New Features in VISUAL: Toolbar Maint, Document Mgmt, AutoRun: We'll review the AutoRun feature new to version 8 and version 9 to automatically run Costing Utilities, Scheduler, MRP, and others. We will also check out the new features in Document Maintenance, Toolbar Maintenance, and others.
VISUAL Navigation and User Interface - What you need to know - Part 1: Are you new to VISUAL, or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier to use! As a company, you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From drill downs that you might not realize are available, to drag and drop features that shave time off many tasks, and more… you will learn something you can start using right away! (Part 1 of 2)
VISUAL Navigation and User Interface - What you need to know - Part 2: Are you new to VISUAL, or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier to use! As a company, you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From drill downs that you might not realize are available, to drag and drop features that shave time off many tasks, and more… you will learn something you can start using right away! (Part 1 of 2)
Automate Processes in VISUAL: Ever wondered if out of the box VISUAL could improve the user experience? This session pairs well with the “VISUAL Navigation and User Interface” sessions, as it focuses on the navigation/UI features that require some setup to use. These features allow you to automate certain business functions and processes, save time with less clicks, enhance ease of use, create rules and alerts, etc. This is one you don’t want to miss out on, we believe you will learn something new (even if it’s just an preference setting you didn’t know about that could save your users a lot of time!). Be a hero when you get back to the office and implement something you learned at one of these 3 sessions!
Activities/Alerts/Follow me: Learn how to use the new Activities and Alerts functionality to coordinate tasks and notes throughout most VISUAL modules.
Managing Your SQL Server Environment: If VISUAL ERP is the car helping move your business forward, the SQL server is the drive train. If the engine can't breathe, your car gets stifled! Attend this session for an overview of managing a SQL Server environment, maintenance plans, backup and restore, monitoring and more.
VISUAL Admin Tricks and Tips: ERP's have lots of moving parts, and just like a well running automobile, your VISUAL software needs consistent maintenance. This session will cover tips and tricks for administering and overall maintenance of your VISUAL ERP software.
VISUAL "Easy Start" - Reimplementation Tool: Attend this session for an introduction to the newly announced tool to make re-implementing a new database easier. This tool is expected to streamline activities like data migration and initial database configuration when you want to start anew with a fresh VISUAL database. Additionally, a workshop will be provided separately to deep dive into the tool.
The Lone Adminstrator - Administering VISUAL: You find yourself as the sole support for VISUAL at your company and you have little or no specific experience. This one's for you. This is intended to give you a general overall understanding of VISUAL administrator responsibilities and topics.
Learn How ION Integrates Your Infor Products: Integrating unique software packages together is a part of the modern software landscape, and Infor applications, including VISUAL, are no different. Learn what Infor ION is and how it can integrate with other Infor products like IQM, EAM, and CRM.
Hidden Executables and VMFIX Tools: In this session we will describe the various VMFIX tools and other applications not on the VISUAL menu, what they do, and how they can help with the data. Explore this session for valuable easter eggs to maintain and improve your use of VISUAL.
Learn More About Preference Maintenance (INI): Learn what the most significant and new INI settings are used for and how to explore the maintenance screen. In VISUAL 8 and 9, there are a lot of new settings to make users' lives easier.
VISUAL Configuration Settings: You may not know it, but there are dozens of settings in VISUAL that control what you see and how you see it. They can be different right down to the each individual user. This session takes you to where these settings exist, explores the many critical ones and shows how they can be managed across the entire enterprise system.
VISUAL Deployment Options: Maintaining your VISUAL environment can be a complicated task, given the ever-changing versions of the operating system, database, security features, backups, communications and VISUAL itself. This session will provide you with an understanding of all of the options, from localized configurations through the use of terminal servers and the capabilities of deploying in a cloud environment.
Managing VISUAL Security: Learn how VISUAL Manufacturing supports both user and profile security to control access in your organization. We will also cover additional levels of security in VISUAL that control more specific access in certain applications.
Mongoose Overview and Reporting (IQM): For IQM only, show how to modify the forms and build basic reports using the Mongoose toolset.
Production Tips & Tricks: Knowing what is going on (and what's not) on the shop floor is vital to your business! Know what you don't know. Learn various strategies and specific techniques for maintaining the accuracy of your work orders and keeping a pulse on your operations.
Manufacturing Window: The Manufacturing Window is the heart of the VISUAL system. Explore the basic and more advanced functionality to ensure you are using it to its greatest potential.
Multi-site Operations/Admin: Learn how the Multi-site functionality supports operations management across multiple companies and sites in one database.
What's New in Shop Floor Mobile: VISUAL 8.0 and 9.0 add tools (some that are included in your maintenance) that improve your shop floor control and collection. There is now the ability to do this from mobile devices as well. Improve your costing accuracy, schedule, and status of jobs as well as potentially improve your Overall Equipment Effectiveness.
Re-Engineering Engineering: Do you have a disconnect between Engineering and the Production floor? Do your Engineering Masters reflect what really happens in production? Are you unsure how to fix problems with your work orders? Perhaps you need to re-engineer your engineering. Let's explore and discuss the many features available to you in the VISUAL Manufacturing Window. When to use (and not use) Shop Groups or Schedule Normally on a resource, Legs vs Build to Stock, Over-riding quantities on an operation, how to schedule pooled Assembly resources
Shop Floor Data Collection: Options available for Labor Barcode Entry are outlined. See Infor's newest mobile technology labor reporting solution and explore improvements included.
VISUAL Time & Attendance: Discuss the admin/supervisory functionality in VISUAL Time & Attendance. Walk through the various options and modules most commonly used, along with a discussion of proper processing within VTA.
Engineering Change Notice: This session will provide instruction on how to properly utilize the Engineering Change Notice functionality in VISUAL. Learn how to control revision stages, drawings, parts, and other items along with setting up electronic approvals.
Plant & Equipment Maintenance: Use VISUAL's Plant & Equipment Maintenance module to schedule both planned and unplanned maintenance to both internal and external equipment.
Consignment Inventory: Exploring the features and implementing of Consignment Inventory in VISUAL.
Requisition/Purchase Order/Vendor RFQs: Follow the process starting with a Requisition and see how the data easily flows through from one document to the next. Learn how to set-up and use the Vendor RFQ process to obtain pricing from your Vendors to be used on your Purchase Orders.
Receiving/Inspection/Returns: This session shows step by step the process of PO receipts, inspections and returns.
Inventory Reconciliation: Describe how to check reports for accuracy related to financial and manufacturing inventory balances.
Inventory Physical Counts: Your cycle counting will always have an impact on your perpetual and/or financial systems! Whether you are employing year-end physical or cycle count there will be both an operational and financial impact when the count is complete. This session examines the process and approaches for conducting an effective count.
Procurement Tips & Tricks: Procuring the right material at the right time can be a complicated process. It requires a great deal of control and communication with your supplier. This session explains how to use Workflows, Macros, Data, and reports to support deploying Point of Sale, Supply Chain Management and Supplier Performance.
Purchasing Cycle: Define the updated purchasing cycle from requisitions to receipts.
Lot & Serial Traceability: Do you require inbound or outbound lot traceability? Improving the accuracy, reliability, and quality of your lot and serial number tracking processes can help you improve customer service and reduce costs throughout your company. This session will explore the features of the Lot & Serial Trace module.
Material Planning and Scheduling (Part I): If it's not helping you it's probably hurting you. Understand how VISUAL's Infinite Scheduler integrates with Material Planning. Understand the basic concepts on how the tool set operates. There are varying degrees to which you can utilize these tools to run your business. This course will cover approaches for utilizing these tools to ensure you are buying and building at the right time to meet customer demand. Part 1 of 2.
Material Planning and Scheduling (Part II): If it's not helping you it's probably hurting you. Understand how VISUAL's Infinite Scheduler integrates with Material Planning. Understand the basic concepts on how the tool set operates. There are varying degrees to which you can utilize these tools to run your business. This course will cover approaches for utilizing these tools to ensure you are buying and building at the right time to meet customer demand. Part 2 of 2.
Save time with the Purchase Management Window: Want to spend less time issuing Purchase Orders? How about using drag-n-drop from a list of demand to create POs? The Purchase Management Window offers powerful search capabilities, quick and efficient PO creation, and vendor information at your fingertips. Learn all about the many time-saving features of this window.
Troubleshooting Tools for Inventory Costing: VISUAL is based on a sophisticated costing system that assigns costs by transaction based on the parameters that you set. This session will focus on the tools available within the software to address possible issues that arise during the costing cycle. Learn the standard auditing tools and techniques to find and correct issues, including the underlying theory. Will include examples of using SQL to view table data and determine data integrity.
Advanced Material Planning Window: Master Scheduling and Forecasting: Optional Module: Are Forecasts part of your planning world? Advanced Material Planning allows for multiple forecasts, time phased modifications to the forecast utilizing time fences, and updates to the Master Schedule. Bulk release of planned orders can be filtered to a specific vendor, buyer or planner.
Outside Services - Setup and Planning Window: Learn how to use the Outside Services Planning window to plan and manage all of your Outside Services from one easy to use window. Explore available Outside Service Planning reports and inquiry screens to inquire on status of existing services, purchase new services and dispatch service parts to vendors.
IQM Inspection Plans: Product Inspection can occur at any stage of the supply chain. Learn how to define Inspection Plans to manage data collection for your processes.
IQM 8.1 (formerly VISUAL Quality): Come see the new IQM 8.1, featuring a completely new user experience in a web based environment.
Total Quality Management Concepts: Total Quality Management is the key to a competitive advantage in today's business environment. In this session, discover the many Quality Tools available to your VISUAL Users.
Increase Sales with the Sales Order Management Window: It's important that your customer feels that you know them. The best way to do that is to have the most information possible about them at your finger tips. The Sales Order Management Window that is part of every VISUAL system does just that. This session will demonstrate how you can easily see all order history, or part availability for any order and how cross-selling or substitute parts are clearly visible while talking to your customer. This session will provide an overview of the order management process using the VISUAL Toolset. Topics to be addressed include the Set-up of Customers including CRM usage, Comparison of the Customer Order Entry and Customer Order Management Windows and Configuring the Customer Order Management Window for enhanced usage. Part Maintenance Pricing Tools will also be covered.
Configurator Options for VISUAL: Infor Product Configurator (CPQ) offers configure-price-quote capabilities to boost sales in any industry. This flexible solution integrates with virtually any system to accelerate product configuration, pricing, and quoting. CPQ is a visual, rules-based configurator software that captures your engineering and pricing knowledge to build comprehensive product models that make the selection and configuration of even the most complex products intuitive and error-free. CPQ is an optional module available from Infor.The Master Product Configurator (MPC) with Parametric Engineering allows a user to easily create customized configurations of complex products, processes or services using an intuitive configuration environment that turns even novice users into expert product customization specialists.Companies that sell customizable products can benefit from a configurator with the ability to quickly produce technically and financially accurate quotes that eliminates the chance of quoting a bad specification, or a product that cannot be built. MPC is an optional module available from Infor. The Master Product Configurator (MPC) with Parametric Engineering allows a user to easily create customized configurations of complex products, processes or services using an intuitive configuration environment that turns even novice users into expert product customization specialists.Companies that sell customizable products can benefit from a configurator with the ability to quickly produce technically and financially accurate quotes that eliminates the chance of quoting a bad specification, or a product that cannot be built. MPC is an optional module available from Infor.
Infor CRM and VISUAL: This educational session shows how Infor CRM works with VISUAL (Integration).
Successful Cost-Based Estimating using VISUAL
Streamlining Your Shipping: Replace InsiteShip and introduce a new tool for integrating VISUAL with Shipping solutions.
Sales Tips & Tricks: Customer Service and Customer Order Management is key to retaining and expanding customer relationships. New processes or utilizing new enhancements in VISUAL Sales Cycle (CRM, Estimating, Order Entry/Management) can increase sales and/or reduce waste in your sales process. Learn how improving your process, automating steps, and new enhancements can improve your overall sales organization.
Quick Quote: Explore the Quick Quote functionality in the Estimating Window, and learn how to build estimates easily. Discover the new features in versions 8 and 8.1, including importing a quote from Excel.
RMA: In this session, we will walk through the different types of Return Material Authorizations, and work through each different scenario.
Sales Cyle: Define the updated sales cycle from (opportunity) to quote to invoice.
Concurrent Scheduling Concepts (Settings): An overview of the concepts behind VISUAL's Concurrent Scheduler and the Scheduling Window. Use both of these tools to effectively schedule all of your manufacturing activities. We will examine some common problems users experience using the scheduler, and why they occur.
Throughput Window: Overview of Visual Throughput Window. We will review the various reports available in the Throughput Window and the information that they provide to know what can be shipped, what orders are late and were contention exists for resources and materials.
Choosing the right scheduling methodolgy: There are 6 distinct ways to schedule in VISUAL. Which one is right for your company? This session will explain each methodology, their differences and provide the guidelines you need to select the right methodology for your business.
Compare the Concurrent Scheduler with Easy Lean: You've heard of VISUAL's patented Concurrent Scheduler. Perhaps you've also heard of VISUAL Easy Lean. Come and find out the features and attributes of each, and learn which scheduling methodology is best for your situation.
Easy Lean Scheduling Concepts: Looking for an easy and lean way to prioritize the work in your shop? Heard of the Theory of Constraints but unsure how you can apply it to your company? Use this unique scheduling module and learn how Easy Lean scheduling simplifies shop floor activities, freeing up capacity for more work, so you can increase your throughput, reduce work in progress, and drastically shorten your lead times.
Finite Scheduling Part I-Setting the Right Expectations: VISUAL has a deep well of finite scheduling functionality; yet many customers struggle with using it effectively. Why is that the case? One of the reasons could be that instead of developing a scheduling strategy and then only implementing the functionality that supports that strategy, people learn everything scheduling can do and try to use it all. This session will focus on setting the proper scheduling expectations and developing a successful strategy. Be sure to go to Part II of this topic: How To Make It Happen.
Finite Scheduling Part II- How to Make It Happen: This session is designed for attendees of Finite Scheduling Part I: Setting the Right Expectation. Learn how to put what you learned in Setting the Right Expectation into use and assure data flowing into the scheduler is accurate. Not only will scheduling be possible, the shop floor will become more predictable and stable.
The New Database Refresh Tool: See first hand how the new Database Refresh Tool can streamline the process of moving select data from your current database into a new, fresh install of VISUAL. Understand the implications for implementations, re-implementations and data cleansing.
Creating Custom Metrics for VISUAL 9 Dashboards: VISUAL Dashboards were a new feature added to VISUAL 8, and improved in VISUAL 9. As a way to identify key performance indicators, the Dashboard metrics can be set up to show a variety of information about your customers, vendors, and other key operational data. You can create multiple dashboards and share them with other users. This workshop will walk you through creating a VISUAL Dashboard with custom metrics including: metric options, defining a data source, defining analytic parameters, using criteria to filter data, drill-to details, export to Excel, dashboard security, and sharing with other users.
Workflow & Event Management and Alerts: The Workflow module in VISUAL is used to create predefined conditions and rules for guiding users through specific tasks within many applications. Embedded into the logic of VISUAL, Workflow works behind the scenes to enforce rules and dictate certain key procedures. When you activate a workflow, all the areas of VISUAL, as defined in the workflow, must behave in accordance with the workflow and its set of rules. This workshop will give you hands-on experience at creating a basic workflow and introduce some more complex functionality. The topics will include: understanding the workflow components, navigating the workflow interface, building workflow templates, working with rules, working with steps, working with statements, setting workflow preferences, logging the workflow with timer events, using the workflow tracker, and using the workflow gatekeeper.
Advanced VISUAL Macros: VISUAL Macros provide a powerful tool for adding extended functionality to your system. They can be used for basic tasks such as validating or computing a value for a field. They can also be used to link VISUAL to custom programs or 3rd party applications. This workshop is designed to introduce the IT staff member to the structure and deployment of basic to advanced macro concepts. “Hands-on” learning will be supported by having attendees develop their own working macros. Bring your macro problems and work them out. Prerequisites include working knowledge of scripting with VBScript, SQL queries and some familiarity with the VISUAL schema.
Change Management: VISUAL and other business tools can be used by a company to drive pronounced changes in the way people interact, make decisions and improve the health of the business and the satisfaction of its customers. But this requires change in the way people think and work together. This workshop will focus on how to manage this type change within the organization by instilling a framework for change management. Starting with the fundamentals of identifying problems, the workshop provides proven methods to make the changes that are required to meet any challenge or opportunity.
Creating Database Views for Reports and QRP Extended Query: This workshop will use the Financial Report Writer that is found in standard financials to build Financial Reports from the General Ledger. Attendees will develop sample reports in a “hands on” environment that can be taken home and further designed to their unique requirements. Knowledge of the VISUAL account structure and some familiarity with report writing is required.