Inforln.com ERP LN 10.3 & 10.4 Miscellaneous Project Enhancements

1Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 1
Infor LN: v10.3 - v10.4
Miscellaneous Project Enhancements
Rollout training
Campus Course Code: 02_0021040_EEN0477_ELN
July 2014
Henk Otjens

2Copyright © 2014. Infor. All Rights Reserved. www.infor.com
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)

Topics covered in other presentations
• Estimating
• Surcharges
• Requests for Quotation
• Cost Peg Audit History
• Revenue Recognition
• Contract Invoicing

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!

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

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:
• 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

Calendar Export optional
• 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

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

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

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

Example
• LN Project
• Multiple external projects

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

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

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)

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

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

• Approval mechanism in LN is
basic and not suited if multiple
persons are involved
• ION Workflow has extensive
capabilities
• Support on approval for:
• Material
• Subcontracting
• Sundry Cost
• Interim Results
Additional ION Workflow Support

Workflow Status of Document Interaction with ION
Infor LN Workflow ‘Authorization’
Draft
(not effective)
Pending
(not effective)
Approved
(effective)
Rejected
(not effective)
Submit

• Issue
• Only Installments were considered
for the Cash Forecast in Financials
• More types considered like
• Advances
• Deliverables
• Fees and Penalties
• Time & Materials / Cost
Reimbursement
Cash Forecast (Financials)

Miscellaneous Topics
• 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

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)

Inforln.com ERP LN 10.3 & 10.4 Miscellaneous Project Enhancements

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