Infor LN 10.3-10.4 Miscellaneous Project Enhancements

Report
Infor LN: v10.3 - v10.4
Miscellaneous Project Enhancements
Rollout training
Campus Course Code: 02_0021040_EEN0477_ELN
July 2014
Henk Otjens
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Topics
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Cost and Service Items
Budget Adjustment addition
External Scheduling Interface additions
Optional pegging of project based warehouse orders
Multi-currency
New orders for Contracts
Cost Forecasting
Workflow for project cost
Cash Forecast (Financials)
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Topics covered in other presentations
• Estimating
• Surcharges
• Requests for Quotation
• Cost Peg Audit History
• Revenue Recognition
• Contract Invoicing
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Cost and Service items
• It was not possible to use items of type Cost and Service in:
• Estimating
• Budgeting
• Requirements Planning
• These type of items could be used as contract deliverables or as cost
added in Procurement and costed to Project. So there could be costs while
there was no budget. That made budget control difficult.
• We now allow these item types in the domains mentioned. The items will
always be part of cost type Material but in Requirements Planning only for
PRP Purchase Orders
• Note: Project specific Cost or Service items were and are not possible!
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Budget Adjustment
• The Budget Adjustment is an option for change management but it was
possible to make changes to budget adjustments themselves.
• We extend change management support by introducing:
• Final status (= Freeze)
• Last Modified Time and Login
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External Scheduling Interface
• Purpose:
• The Content, Quality and Performance of Interface to be extended
• Why?
• To better make use of the scheduling options of external tools
• Relevant Changes:
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Use of Calendar is optional at Export
Introduce Calendar and Duration on Activity
Improve Milestone Handling
Allow link to lower levels of the activity structure
Allow multiple projects to be imported/exported
Made XML data more generic
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Calendar Export optional
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Why?
Calendars are not always relevant and XML files will be smaller
While testing any issues in the calendar setup can be avoided
Note:
If on next export calendar is relevant after all than export should be
Regenerate
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Calendar and Duration
• It has been made possible to capture a calendar and the duration for the
leaf nodes of the activity structure
• On higher levels the duration will be calculated
• Advantages are that:
• Calendar can be part of export to external scheduling tool
• Duration can be part of export
• Both can be imported from external scheduling tool
• Note:
For LN itself the calendar and duration is only informational as are the
constraints
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Improve Milestone Handling
• Allow Milestones on other levels of the activity structure than the top
• For milestones dependent on activities (or other milestones) set Parent
Activity
• Independent milestones still will be displayed on top of the Gantt
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Connection Node
• Sometimes different parts of a project are handled by different
organizational elements
• Therefore it is possible to link several external projects to one LN project
• An option is available to select lower level of activity structure to be used
as top in the external scheduling package
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Example
• LN Project
• Multiple external projects
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Multiple Projects for Im-/Export
• One-by-one import or export is very labor intensive
• Therefore it is possible to select multiple projects that need to be exported
or imported
• Selection stored for re-use
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Pegging and PRP Warehouse Order
• In LN 10.3 for PRP Warehouse Orders pegging was only possible for
mandatory pegged items. Pegging the project cost can be useful for
project warehouse orders that otherwise would not be pegged
• If an item is not pegged, an option is available on the PRP Warehouse
Order to have the order pegged
• The Warehouse Order line, PIT and commitments will be created pegged
or not, based on the Pegging flag (Y/N) on the PRP Warehouse Order
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Multi Currency
• Purpose:
• Capability to use original rate when booked in a period where rate changes have
occurred
• Procedure:
• In case of multiple functional currencies have option for separate amounts/rates by
currency on:
• Sundry Cost Entry
• Interim Results
• Note: This is only if the multiple functional currencies parameter is enabled
as part of Companies (tcemm1170m000)
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Allow New orders for Contracts
• More flexibility was requested on inactive contract lines
• New Contract Parameters whether to allow new orders:
• While contract line is Free
• While contract deliverables have been shipped
• The first option allows to better handle situations in the startup phase
• The second option allows to handle situations where additional items or
services need to be handled after the key contract deliverables have
finalized
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Cost Forecast
• The Cost Forecast sessions by Cost Object have been extended with
Approval option
• The Global Approving session (tpppc4200m000) allows to approve the
Cost Forecast for a wider range selection of projects
• Only Approved Cost Forecasts will be considered for
• Cost Control (Monitoring)
• Interim Results (Revenue Recognition)
• Program Cost Ledger (BI)
• Note: Existing customers should after migration to LN 10.4 approve
existing cost forecasts
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Additional ION Workflow Support
• Approval mechanism in LN is
basic and not suited if multiple
persons are involved
• ION Workflow has extensive
capabilities
• Support on approval for:
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Material
Subcontracting
Sundry Cost
Interim Results
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Infor LN Workflow ‘Authorization’
Workflow Status of Document
Interaction with ION
Draft
(not effective)
Submit
Pending
(not effective)
Approved
Rejected
(effective)
(not effective)
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Cash Forecast (Financials)
• Issue
• Only Installments were considered
for the Cash Forecast in Financials
• More types considered like
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Advances
Deliverables
Fees and Penalties
Time & Materials / Cost
Reimbursement
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Miscellaneous Topics
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Contract and Contract Line selection added
Options to create Project from Contract Line and Deliverable
The Bid option in Estimating has been added to the Customer 360
The Bids session has been reorganized
The Elements session has been restructured
• Editable Grid
• Multiple sessions revisited to merge tabs and eliminate clicks
• Hide OBS options if Activity Types are not used
• Hide Plan (as part of activity) if not in use
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Topics
•
•
•
•
•
•
•
•
•
Cost and Service Items
Budget Adjustment addition
External Scheduling Interface additions
Optional pegging of project based warehouse orders
Multi Currency
New orders for Contracts
Cost Forecasting
Workflow for project cost
Cash Forecast (Financials)
Copyright © 2014. Infor. All Rights Reserved. www.infor.com
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