Infor VISUAL Jobshop

An Innovative Solution for Smaller

Premier Edition Manufacturers
Affordable, integrated, quick-to-install, easy-to-learn - exactly what smaller engineer-to-
order and make-to-order manufacturers are looking for, and exactly what Infor VISUAL
Jobshop has to offer. Infor VISUAL Jobshop includes integrated tools for quoting, order
entry, inventory control, production, labor collection, shipping, and invoicing. It is an
affordable system that offers do-it-yourself implementation, easy to learn Microsoft®
Windows® features, and customizable reports to help manage all your operations and
position your company for growth.

You need a software solution that fits the way you do business. A solution designed by
people who understand the needs of small manufacturers; built by professional that can
address your needs, your business process, and your operations. You need Infor VISUAL
Jobshop.

Infor VISUAL Jobshop customers
include:
We designed Infor VISUAL Jobshop Premier with continuous improvement in mind. It can
help you improve workflow without having to spend money for unnecessary technology.
Jobshop uses the same core technology as the Infor VISUAL Enterprise system. This
allows companies to gain a competitive edge with a powerful solution now, while easily
transitioning to a more comprehensive ERP and supply chain product in the future.
Jobshop also integrates with common financial packages such as QuickBooks® and
Peachtree® Accounting, giving you the power to address your accounting needs.

Machine Builders With its intuitive design, Infor VISUAL Jobshop Premier provides an advantage to smaller
manufacturers by offering complete control over operations, eliminating redundant data
Maintenance, Repair, and Overhaul entry, and ensuring consistency and accuracy across the shop floor.
Shops
Tool and Mold Shops
Electronic Assemblers
Plastics Processors
Contract Packagers
Stamping Houses
Fabrication Shops
Contract Cutters and Engravers
Custom Finishers and Coaters
Vehicle and Boat Converters
Machine Shops
Niche Product Manufacturers
Electro-mechanical Device
Manufacturers
Furniture, Cabinet, and Display
Makers

MEPS13/VJP/EN-US-0307-1
Infor VISUAL Jobshop Premier
Edition
Quoting & Estimating
Engineering Definition
Scheduling, Infinite & Finite
Purchasing
Material Planning & Procurement
Actual Job Costing
Inventory & Shop Floor Control
Lot Tracking
Shipping
Invoicing
Accounting Integration
Advanced Reports
Automated QuickBooks Integration
Optional Modules
Stand-alone Labor Data
Collection
Alternate Currency
Labor Data Collection
Barcode-enabled Reports
Real-time Labor Tracking
Scanner & Touch Screen
Compatibility
Financials–Integrates With:
QuickBooks Pro/Premier/Enterprise
Peachtree Accounting
Pastel Software
Languages
English
Spanish
Chinese (Simplified
Mandarin)
Infor VISUAL Jobshop addresses the needs of small manufacturers with beneficial tools for
managing operations and streamlining business processes.
Relational Database Technology
• Consolidate and centralize your vital business information.
• Establish operational consistency and standardize administrative processes within a
highly flexible, functional framework.
• View up-to-the-minute information throughout your shop.
• Switch between Microsoft Access and SQL Server / Express using Infor VISUAL
Jobshop’s Database Wizard for no additional cost.
Quoting and Estimating
• Develop cost estimates quickly and accurately from scratch, established parts, or
“the same thing only different” requirements.
• Account for supplier price breaks and your economies of scale automatically when
developing quotes for multiple quantities.
• Mark-up your material, labor, burden, and service costs at their own rates.
• Quickly add lines to a quote by selecting multiple parts from a list and adding them
in one step.
• Add/Edit Notes based on Authority Control
Engineering Definition
• Define operational templates and combined bill of material and routing structures for
parts produced.
• Use dimensional variable attributes to drastically reduce the amount of master you
need to maintain.
• Add/Edit Notes based on Authority Control.
Sales Order Management
• Create a sales order from a quote, then generate an acknowledgment with a few
clicks of the mouse.
• Accept and track orders for identical parts with multiple delivery dates.
• Create sop orders automatically from, and link them to, individual sales order lines.
• Ship or return orders with a click of your mouse.
• Generate pack lists automatically.
• Create invoices and optionally send them via e-mail to your customers.
• Quickly add lines to a sales order by selecting multiple parts from a list and adding
them in one step.
• Add/Edit Notes based on Authority Control.
• Define Sales Rep commissions, set whether individual sales lines are commission-
able, and use the Sales Rep commission report to track sales rep commissions based
on invoiced sales order lines.
Inventory Control
• Buy by the pound, stock by the length, issue by the foot, receive by the unit, and sell
by the box with Jobshop’s versatile units conversion functionality.
• Reduce multiple Stock IDs with dimensional tracking while ensuring you have enough
inventory on hand to complete the job.
• Respond quickly to customer needs with Jobshop features that support, and easily
recover from, “negative” inventory positions.
• Track material by Lot number or Serial number.
• Setup multiple preferred vendors.
• Define consumable parts and associated expense account.
Shop Floor Control
• Generate work orders quickly that include complete work instructions, linked files,
and pictures.
• Capture and analyze all labor, material, burden, and service costs charged against a
job.
• View accurate job status with Infor VISUAL Jobshop’s automated barcode labor data
collection module.
• Add/Edit Notes based on Authority Control.
• Gather company-specific data through the use of user defined fields.

Authority Control
• Setup multiple users and roles.
• Define authorities based on roles and assign users to these roles.
• Control access to all areas of VISUAL Jobshop by allowing access, denying access, or
setting access to read only for each role.
• Define control access to “status” fields in sales orders, request for quotes, purchase
orders, and work orders.

Planning, Scheduling, and Purchasing

• Manage your material requirements by the job, by stocking levels, or a combination
of both.
• View requirements and puchase needed material from the vendor of your choice with
the click of a button.
• Schedule orders individually or collectively to view the load on your shop.
• Generate schedules for your work centers.
• Receive to stock or directly to the job.

Accounting
• Track the actual cost of your material using multi-layer, FIFO (First In, First Out)
costing.
• Export your financial transactions to you QuickBooks, Peachtree Accounting, or other
financial application, or simply e-mail them to your accountant.

Help, Training, and Support

• Includes context-sensitive ‘F1’ help and online books.
• Includes a comprehensive Getting Started Guide and computer based demonstrations
to facilitate implementation and learning.
• Call-in help and ongoing, tiered support plans available.

Training and Implementation Support

Every package of Infor VISUAL Jobshop Premier includes the Getting Started Wizard,
context-sensitive help, online guides, screen cam demonstrations, and a printed Getting
Started Guide. Infor also offers Web-based training and has a Web-based knowledge
center.

Infor has a growing number of Authorized Infor VISUAL Jobshop Resellers for your assis-
tance to ensure you receive quality technical support. We also offer ongoing Getting
Started courses at our Hampton, New Hampshire office. You can receive discounts on
courses when you enroll in software maintenance. Your local reseller may offer additional
on-site training and implementation assistance.

For new customers in the United States and Canada, you can take advantage of free
call-in, fax, and e-mail support for a 60-day period after purchase.
SALES ORDER PROCESSING
Develop accurate quotes,
Infor VISUAL Jobshop copy those quotes into orders,
Premier Edition streamlines and instantly create shop
workflow and eliminates the orders, complete with work
instructions for employees.
need for redundant data
entry by integrating quoting,
order entry, inventory
control, production,
shipping, and invoicing.

Automatically account for

supplier price breaks when
developing quotes for
multiple quantities.

Ship, invoice, generate

paperwork, relieve inventory,
and track costs—all with a
few clicks of the mouse.

Quickly and easily add lines to Quotes or Sales

Orders by filtering and/or sorting the parts list and
then select multiple rows and add them with a
single mouse click.

Continuously improve your company’s

performance and review sales, profitability, and
throughput with Infor VISUAL Jobshop Premier’s
extensive reporting capability.

Conduct, measure, and manage your business success with more than
100 reports. Customize Infor VISUAL Jobshop Premier’s existing reports
or write your own with any ODBC-compliant report writer, such as
Microsoft Access or Crystal Reports.
 PURCHASE ORDER PROCESSING
Create Requests
for Quotes for up
to three suppliers. Easily create a Purchase Order from your
Request for Quote.

Request quotes
for multiple
quantities.

Print the Request for Quote

form for all three suppliers
with one mouse click.

Purchase and Receive your parts to stock or straight to the job with work
order links.

Create line specific delivery dates.

Print and/or export the purchase

order directly to email to send
to your supplier.
SHOP FLOOR CONTROL We’ve been able to take on more work with
the same number of people. Infor VISUAL
Jobshop has helped us streamline order
Integrated, real-time information and rich function- processing.”
ality from Infor VISUAL Jobshop Premier makes it —Wayne Perez, President
easy for you to manage shop floor operations, Mirofine Company
review critical reports, and improve productivity. Gardena, California

Click on any red cards to view detailed information about the

components of your work order. These include specifications, Schedule work orders
costs, purchasing information, notes, and user defined fields. directly from the
Tools menu.

View the percentage of

completion of any job
instantly by using the
graphical bars.

Create and view Add internal notes

“combined” bill and use user defined
of material and fields to capture
routing structures other related data.
using drag-and-
drop technology.

Right-click on any card to edit

details, change the status, and
access summarized information
about your operations.

Interactively view summary information about your

materials and operations.

Click on any
column to see Save time by purchasing materials
more specific and printing orders directly from the
information. Manufacturing Window.

Track and analyze costs easily with

Infor VISUAL Jobshop. Quickly
compare estimated, actual, and
projected costs for completed and
active jobs.
 Immediate access to accurate data provides a
competitive advantage in today’s marketplace,
allowing you to make knowledgeable decisions
and increase profits.

Attach pictures, view specifications

and track the origin of costs quickly
and accurately
Manufacturing Window
Details:

White cards: Finished

products Drill down from any
and sub- operation card to access
information about costs,
assemblies. timing, scrap rates,
Red cards: Materials specifications, internal
Green cards: Operations notes, and company
Blue cards: Contracted defined user fields.
services

Click the icon to view any file that has

an associated application.

With Infor VISUAL Jobshop Premier’s state-of-

the-art Manufacturing Window®, you can view
every angle of your production activity, from
sales order release to work order closing.

“What attracted us to Infor VISUAL Jobshop was its scalability.

We wanted a system to manage our materials that would grow
with us. We couldn’t spend a lot of money, but we wanted to
be affiliated with a software vendor that had expoertise in the
manufacturing field.”
—Jon Young, Vice President
Vforge, Inc.
Denver, Colorado
 AUTOMATED LABOR TRACKING
The standard Labor Data Collection module
Monitor shop floor status from the Labor Data and optional Labor Data Collection Wizard
Collection module Supervisory Window.
allow your company to better manage its
employees and precisely monitor labor hours
expended against work orders. You can
implement Labor Data Collection through an
integrated module and extend its reach by
installing an optional stand-alone executable
on networked computers.

Access job status information easily and view linked

operation application files with the touch screen
compatible layout of the Labor Entry Details window.

Print barcode-enabled
reports, including labor
lists and employee run
time efficiency.

Click or touch the screen to

quickly reference associated
specifications and drawings for
work orders.

Track labor and overhead costs more

accurately than ever before using
automated labor data collection.

Collect real-time labor

data using optional
barcode scanners.

“Jobshop offers many features that rival larger MRP systems,

which works perfectly for us. We see Infor VISUAL Jobshop as
the right product for building and growing our company. Infor
has been incredibly responsive toward our prograss and suc-
cess. The support has been first rate.”

—Jerry Peterson, Vice President

GP2 Technologies, Inc.
Bow, New Hampshire
 MATERIAL PLANNING

Right-click filter and sort like sales order lines to

consolidate parts and create work orders.

Right-click and filter non-stocked materials and

outside services by supplier, part, manufacturer’s
name, etc. to consolidate purchases to achieve
economies of scale and supplier price breaks.

Use the stocked parts planning tab to review and

purchase parts based on projected availability and Not sure where the projected available number is coming
horizon date. from? Simply highlight the line and view the supply and
demand for the selected part.

Right-click to purchase
or create a request for
quote based on the
preferred suppliers for
the selected parts.
 SCHEDULING
Infor VISUAL Jobshop’s
scheduler can plan your
shop floor and material
requirement dates based on
work order want dates and
Define your Scheduling Method as either global rank.
“Infinite” or “Finite”.

Set your scheduling type to “Normal” or

“Discontinuous”.
Assign the current resource the appropriate
capacity for each shift.

Create resource groups that are either “Inclusive” or “Exclusive”

by simply adding existing resources to the group.

Create individual calendars and calendar exceptions for

individual shop resources.

Configure individual work

orders to be either forward
or backward scheduled.

View the schedule for all resources, an individual resource, a predefined group of resources called a shop view, or for an individual work
order. Instantly see which work orders will complete on time and which ones need attention.
 USER MANAGER AND AUTHORITY CONTROL

Use the User Manager to add as many users and roles as you need. Once the roles have been created add your users to specific roles.

Using the authority manager you can define for what functionality access is allowed, denied, or read only based on the specified roles.

With a few mouse clicks you can choose a role and setup your authorities for that role by expanding the tree control and defining access at each
individual level. You can also define whole groups at a time by setting the upper level object’s authority access and this grants the same authority to
all objects in that branch.
 System Requirements
• IBM-compatible personal computer with Pentium II-equivalent of higher processor.
• Microsoft® Windows® 98, Windows Me, Windows 2000 workstation, Windows XP, or
Windows NT® workstation version 4.0 with Service Pack 5.0 or higher.
Maintenance and Ongoing • Minimum 128MB of memory required, at least 256MB recommended.
Support • Minimum 250MB hard disk space required for installation. Hard disk storage
requirements will increase as your database grows.
• 2X or greater CD-ROM drive.
Pay-As-You-Go Support • 256-color or greater SVGA Monitor; DPI Setting, Normal (96 DPI), Font Size, Normal
This call-in package offers your or Small.
company easy access to expert • Mouse or similar pointing device
telephone support. • Windows-compatible network and MAPI-compliant mail systems required for email-
group functionality. Infor VISUAL Jobshop Premier is multi-user, network ready.
Software Maintenance • Windows-compatible printer or plotter.
You may choose to purchase soft- • QuickBooks® Pro/Premier/Enterprise 2002 or higher, or QuickBooks Canada 2003 or
ware maintenance, which includes higher for automated QuickBooks integration.
future version upgrades during
your period of enrollment. You can
also contact your local reseller for
Networks Supported
• Peer-to-peer networks: Windows 98, Windows Me, Windows 2000, and Windows XP
available support offerings. • Windows NT 4.0 Server
• Windows 2000 Server
Premium Support Package • Windows 2003 Server
The Premium package includes • Linux® Server (Windows clients only)
software maintenance and
unlimited calls, faxes, and e-mail
support.
Databases Supported
• Microsoft Access (database file included with software)
• Microsoft MSDE (included with software)
• Microsoft SQL Server (not included)

Accounting Data Exports

• QuickBooks Pro/Premier/Enterprise, Pastel® Software, and Peachtree® Accounting.

www.infor.com

500 Lafayette Road

Hampton, NH 03842

Tel: +1 603.926.9696
Fax: +1 603.926.9698

This document contains information which may be considered confidential. It is intended only for the use of the individual or entity named on this cover sheet. The unauthorized disclosure, use,
or publication of confidential information is prohibited.
© Copyright 2007 Infor Global Solutions Technology GmbH and/or its affiliates and subsidiaries. All rights reserved. The word and design marks set forth herein are trademarks and/or registered
trademarks of Infor Global Solutions Technology GmbH and/or its affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners.