INFOR XA techno-functional

training plan
August 2nd, 2021
Table of contents

Understanding Business Processes

1 Process overview and organizational understanding

Business Process Functional Training

2 Summary processes L1-Ln level

Business Process Technical Training

3 Technical Processes

Business Process Customization

4 Business specific customizations
Understanding Business Processes
Process overview
Deriving processes from industry best practice template

Management Processes
Strategic Planning

Corporate Governance

Core Business Processes

RESEARCH
CUSTOMER
& MARKETING PLAN SOURCE MAKE DELIVER
DEVELOPMENT
DEVELOPMENT

Commercial Supply Chain- SCOR

Supporting Processes
Finance
Quality
Compliance
Information Management- Business Intelligence and Data
Information Technology
Health, Safety & Environmental
Engineering
Human Resources
Legal
 Process overview
L0 core business process overview including description, selected pain points and IT landscape
Core Business Processes

RESEARCH Demand
Supplier Purchasing / Production/ Logistics &
& SALES & CRM Planning /
Management Procurement Manufacturing Distribution
DEVELOPMENT Forecasting
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• Development and launch of • Marketing • Discovery of new Vendors • Demand planning is done based on • Publishing of demand forecast • Make to stock • Distribution centers in to track
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• Lead generation / Customer • Vendor evaluation based of quality • Salesforce data is downloaded • Purchase quotes/ Firm Orders • Interface with Infor for e Kanban
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projects and used and capacity planning in done • Safety Stock replenishment • MRP & Capacity planning for
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Description

for lead generation manually on Excel. individual plants based on

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Forecasting purus ut. • Planning data is shared with excel/G-Drive
improvement, cost reduction
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and sourcing initiation for raw
• Execution of manufacturing orders
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Service 
Maintenance and Repair •
material and sub items.
Analysis on demand planning
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Operations forecasts from actual demands
• Primarily two types of sales Direct
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and Project
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Selected Pain Points

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Tools available

TSM

Tracking
Business Process Functional Training
INFOR XA Functional Modules

Demand Planning/Forecasting (FCST)

Forecasting (FCST) is the XA application for statistical forecasting. It is unique in its ability to meet the
forecasting needs of manufacturing and distribution. FCST monitors customer demand and provides
forecasts of future demand. These forecasts are made both for the total company and for each selling
warehouse. These forecasts are for items which have been identified by specific item numbers
designated as master level items.
FCST can also develop projections for customer demand for up to three years into the future based
upon life cycles which you define. This information can be used in capacity and market planning.

Customer Order Management (COM)

The Customer Order Management (COM) application allows you to enter, maintain, process, track,
and invoice customer orders
INFOR XA Functional Modules Continued..

Material Requirement Planning (MRP)

The MRP process consists of three basic tasks:
• Specifying requirements for master level items on the master level item schedule
• Initiating an MRP planning run which creates planned orders
• Release the planned orders to the Inventory Management application to build the needed items and
replenish their component parts.

Capacity Requirements Planning (CRP)

Use Capacity Requirements Planning to determine if work center capacities (workers and machines)
can meet the master production schedule. CRP compares the workload (open, planned, firm planned,
and/or customer orders) by time period to the available capacity for each production facility. The
results are available through inquiries and reports. This allows you to identify the work centers where
over- or underloads exist and make adjustments to the workload or production capacity.
INFOR XA Functional Modules Continued..

Master Production Schedule Planning (MPSP)

Master Production Schedule Planning (MPSP) is a powerful business tool for Computer Integrated Manufacturing
(CIM), Manufacturing Resource Planning (MRP II), and Just-In-Time (JIT) companies. MPSP simplifies the conceptual
and operational link between a high-level business plan determined by management and the manufacturing activities
that support the plan.
The MPSP application provides interrelated functions in the areas of production planning, master schedule planning,
resource planning, and available-to-promise. These functions complement those provided by your use of Material
Requirements Planning (MRP). Effective and consistent use of these functions helps maintain a smooth product flow
through your company and brings you closer to achieving your CIM, MRP II, and JIT objectives.

Enterprise Product Data Management (EPDM)

XA EPDM is an engineering application for both single site and multi-site organizations. EPDM organizes, maintains,
and presents the product engineering data to a manufacturing organization. This data includes information about
inventory items, such as raw materials, purchase parts, subassemblies, and assemblies, in structural parent/component
relationships.
INFOR XA Functional Modules Continued..

Purchasing/Procurement (PUR/PM)
Purchasing is designed to improve productivity and management control in all departments involved in procurement. The
objectives of Purchasing are to provide up-to-date information to improve decision making and to enhance communication, both
internally and with vendors

Inventory Management (IM)

XA Inventory Management (IM) application assists in improving the control of inventory. The objectives of Inventory Management
are to improve your decision-making by providing up-to-date information and reducing inventory, while maintaining tight operating
and audit controls. By meeting these objectives, you can allocate inventory costs efficiently while maintaining satisfactory customer
service levels, thereby getting maximum return on inventory investment.

Production Monitoring and Control (PMC)

The Production Monitoring and Control (PM&C) application lets you track the status of jobs, production facilities, and employees,
based on up-to-the-minute production activity. As employee clock on and off jobs or move materials, they report this activity
through terminals on the shop floor. Information can be entered or read by optically scanning bar-coded documents that XA
produces. PM&C receives the transactions as they are entered and updates the status of jobs and employees to reflect these
changes. As a result, the shop floor can be more easily controlled since problems can be identified and resolved as they occur.
INFOR XA Functional Modules Continued..

Production Control and Costing (PCC)

The Production Control and Costing (PC&C) application provides an orderly means of planning and controlling your
production.
•Prints the shop packet with component material lists or routings or both, when manufacturing orders are released.
•Summary records for manufacturing orders and operations.
•Summary reports of component materials and miscellaneous costs for each manufacturing order.
•Edits reported shop activity against stored summary records.
•Posts edited reported shop activity to stored summary records.
•Allows you to search for specific information, such as item numbers and work center IDs.

International Financial Management (IFM)

International Financial Management (IFM) supports all accounts receivable, accounts payable, and general ledger functions.
It handles multiple currencies and many world-wide tax requirements. It allows you to analyze your financial data using
customized management reports and financial statements.

Cross Application Support (CAS)

Use Cross Application Support (CAS) to install and manage the Infor ERP XA applications
Business Process Technical Training
INFOR XA Technical Modules

• Understanding of basic INFOR XA technical Architecture

• Type of Business Objects
• User Definitions
• User Preferences
• User Exits
• Transaction/Action
• Host Job
• Security
• System Link
INFOR XA Technical Modules Continued..

• Release upgrade from R7 to R9.0, R9.0 to R9.1, R9.1 to R9.2

• Creation of new XA environments from scratch
• Net link
• Subsystems
• Unattached jobs
• Powerlink tasks/processors
Business Process Customizations
Business related customizations

Any non-standard XA functionality can be customized. Few examples include:

• Customer order creation
• Purchase order sent to supplier
• Production receipt for finished goods or goods receipt for components
• Invoice Matching
• Moving components to WIP location
• MRP batch job run
• Transactions sent to finance system (if IFM is not used)
• Vendor/supplier management
• XA interacting with other non i-series application
Thanks!