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On Prem to Cloud

Since August, 2023

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On Prem to Cloud
On Prem to Cloud
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URL:https://m3uga.workoutloud.com/Group/on-prem-to-cloud

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This group is designed primarily for companies that are or have been running M3 on premises and are moving to MT Cloud. The group is ranges from companies that haven't even begun to look at MT Cloud to those that have already made the transition and are live. A key piece to this group is the monthly Read more... group call where we discuss various topics and have an open forum for questions. If you are interested in joining the monthly call, please DM me and I will get you set up.

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Owners

John Panzenhagen
Loring Kaveney
Steve Bartlett

Followers135

Abreu Ron
Alonso Jose
Armitage Sue
Armstrong Doyle
Arumugam Susheela
AUTHIE Marie-Pascale
Avery Jim
bangari Vinay kumar
Bartlett Steve
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Thu, November, 21st 2024
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John Panzenhagen On Prem to Cloud
BC:
Excellent call today on the topic of enhancement requests. A couple of ERs were highlighted (see below) and Toni Kennedy made a great point of introducing ideas for enhancement requests here, on WorkOutLoud, and using feedback to craft the information for the ER. In that way, we will be able to create the most effective request.

Here are the links to the two open ERs that we discussed:
 Read more... https://mingle-portal.us2.prd3.inforcloudsuite.com/v2/CONCIERGE_PRD/?LogicalId=lid://infor.cxp.1&Tab=ERS&ERId=111956)
https://mingle-portal.us2.prd3.inforcloudsuite.com/v2/CONCIERGE_PRD/?LogicalId=lid://infor.cxp.1&Tab=ERS&ERId=111955

The link to the recording can be found at https://m3uga.workoutloud.com/cloud/80126 Show less...
Infor OS Portal
mingle-portal.us2.prd3.inforcloudsuite.com
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Marie-Pascale AUTHIE
Thank you, John, for a great opportunity to share ERS 😀

Please see below my Santa's wish list:

ERS: 114048 for Mass Update Master Data by User (replacement for CRS800).
Summary:
With Cloud Version we lost the ability to run CRS800 for mass update M3 master data tables.
CRS800 was not perfect because it was NOT checking the validity of the data updated, so needed a replacement.
But there is definitively a need for key users to be able to  Read more...mass update master data in a controlled way, inside the solution (even if using API).

Workaround:
IT can run API templates via Business Engine Files and EVS100, but more technical.
Infor Services offer Smart Data tool, Vince offers Vince VXL (https://vincesoftware.com/). These are licensed.

ERS 114055 Bulk Allocation
Note even if you are not Fashion you might be using Bulk for stock “protection”
Summary
MMS120 allows visibility of all orders from material plan, and allows to manage allocation for most order category except Bulk.
Bulk allocation has to be managed from MMS080 item by item, order by order.
MMS120 does display the bulk but the allocation field is not open.
At a bare minimum we would want to have MMS120MI work with order category 030.

Workaround
MMS080 by item and then for each order 1 at a time.
Use CO on manual credit hold (to not ship) in order to manage in MMS120.
Develop a custom API MMS120MI and an H5 App.

ERS 114056 Need New toolboxes for planned orders DPS170, PPS170, PMS170 (and PMS100)
Summary
A lot of M3 screen have gotten an overhaul with capability to look other tables from CMS005 (ex: PPS220, OIS302, MMS002).
But the planned orders DPS170, PPS170, PMS170 are still old schools: limited number of columns, no possibility to link related tables.
PMS100 would actually need an upgrade.

Business Impact
MRP adoption is low because user do not have the right information handy in order to make the planning decision.
Development time is needed for custom screens.

Workaround
Design custom screen CMS010/CMS015, and add them in Customer Experience or H5 Apps (SDK).


ERS 111955 Invoice matching of external PO charges
Functional Process:
Company buying goods from far east incur a lot of inbound charges.
Lately these charges have been very variable, impacting greatly the cost of goods.
M3/Cloud Suite allows a very good configuration to generate estimated charges in PO.
But when the charges are external by 3rd party (configuration in PPS280/E) then the invoice matching becomes a nightmare.
For some companies it is very important to trace these charges as external in order to stay close to reality for the product cost.
Current M3 functionality:
When an invoice is received for a PO Line charge user must drill down to individual PO Line charge in APS361 to blank out quantity for charges that do not apply to that invoice.
Transportation and Customs invoices can reference hundreds of PO Line.

Customer Requirement for ERS:
Simplify invoice matching of PO Line charges by allowing to distribute variance to the appropriate element directly from APS360

ERS 111956 Allow selection of Delivery Note and Supplier Order Number during invoice matching
Current M3 functionality:
During import process PO Lines are grouped into Containers & Shipments.
M3 allows to have to reference fields: Delivery Note & Supplier Order Number that can be used in APS350 for selecting hundreds of PO Line.
BUT these fields are only available if the PO has been received.
Unfortunately, with the usual supply chain the goods are on the water and in transit from port to warehouse for a long time, so the invoice should be recorded as soon as the goods are FOB.
Customer Requirement for ERS:
Allow selection of Delivery Note and Supplier Order Number from PO Line, so before the PO is received instead of from FGRECL.
That allows for an automated GL transaction into Invoiced Not Received (INR) and simplifies the invoice recording by selecting one delivery note instead of 100 of PO Lines individually.

ERS 113510 PO printing in matrix format for prepack

Summary
When selecting PO printing in matrix format, we need to print the prepacks content also in matrix format.
Out of the box, M3 and IDM are printing SKU in matrix and prepack in list format.
Business Impact
With a lot of prepack on a PO the document can be extremely long and difficult to read. Supplier might deliver wrong content.
Workaround
In Cloud no work around, in single tenant was a customization with Streamserve. Show less...
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John Panzenhagen On Prem to Cloud
BC:
[Uploaded File]

John has uploaded files to: On Prem to Cloud

See these files and others at: https://m3uga.workoutloud.com/Group/on-prem-to-cloud/Files
Enhancement Request Discussion recording.mp4
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Fri, November, 8th 2024
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John Panzenhagen On Prem to Cloud
BC:
In the past, there has been less participation in our calls during November and December. I'd like to know whether or not you would like me to schedule these calls for the rest of the year. Regardless of what we do this year, we will be restarting in January.
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Quick Poll
 
Restart in January
 
November only
 
December only
 
November and December
Total Respondents: 11
Mon, November, 4th 2024
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John Panzenhagen On Prem to Cloud
Edited
BC:
I have uploaded my presentation from last week's MUGA session in Kansas City. You can access it at https://m3uga.workoutloud.com/cloud/79899
MUGA On-Prem to MT Cloud.pdf
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Tue, September, 24th 2024
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John Panzenhagen On Prem to Cloud
BC:
We have scheduled a session about moving from On-Prem M3 to MT Cloud at the upcoming M3UGA event in Kansas City. I’ve been asked to coordinate the session, so I am reaching out to members of this group for help. I am looking for two companies that have completed or are near completing their on-prem to MT migration to share their insights on the process. Several of you have presented on this topic before, and if you would like to do it again, please let me know. For this session, I am going  Read more...to limit it to 2 companies so that we will have adequate time to field questions and have discussions.

Please let me know if you are attending the upcoming event in October and would be willing to share a 5 to 10 minute presentation.
 Show less...
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John Panzenhagen On Prem to Cloud
BC:
We had a great presentation and discussion around workflows last week. Thank you to Avdhesh and Arun from Oldcastle for showing us how they are using workflows. You can find a recording of the presentation here https://m3uga.workoutloud.com/cloud/79094
Infor M3 User Community
m3uga.workoutloud.com
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John Panzenhagen On Prem to Cloud
BC:
[Uploaded File]

John has uploaded files to: On Prem to Cloud

See these files and others at: https://m3uga.workoutloud.com/Group/on-prem-to-cloud/Files
Workflow presentation recording.mp4
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Mon, September, 16th 2024
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John Panzenhagen On Prem to Cloud
BC:
We have scheduled a session about moving from On-Prem M3 to MT Cloud at the upcoming M3UGA event in Kansas City. I’ve been asked to coordinate the session, so I am reaching out to members of this group for help. I am looking for two companies that have completed or are near completing their on-prem to MT migration to share their insights on the process. Several of you have presented on this topic before, and if you would like to do it again, please let me know. For this session, I am going  Read more...to limit it to 2 companies so that we will have adequate time to field questions and have discussions.

Please let me know if you are attending the upcoming event in October and would be willing to share a 5 to 10 minute presentation.
 Show less...
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Fri, August, 16th 2024
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John Panzenhagen On Prem to Cloud
BC:
Thank you to everyone who participated in yesterday's call on no code APIs for M3. I have included the links for the presentation and slide deck. If you have any questions, feel free to let me know.

Presentation: https://m3uga.workoutloud.com/cloud/78651
Slide deck: https://m3uga.workoutloud.com/cloud/78650
Infor M3 User Community
m3uga.workoutloud.com WorkOutLoud is a customer community platform designed to help organizations build deeper and more meaningful relationships with their customers. We f...
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Loring Kaveney likes this.
Mon, July, 1st 2024
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Kenzie Chaudoin On Prem to Cloud
BC:

Forum Question/Topic:

Article:

Are there users willing to meet and/or share their experience moving from On-Prem to Cloud?

Categorized as:

manufacturing
cloud

Specifically any businesses that are similar to us. Would be meeting with our executives as they evaluate if we move to cloud.
Manufacturing distribution business using Optiva and M3, with 300-600 users. Mid-size business between $250-500 EBIDTA.
manufacturing
cloud
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John Panzenhagen
Hopefully you will find someone who can match up to what you are looking for. In the meantime, I facilitate a monthly On Prem to MT Cloud call where we discuss the move, lessons learned, etc. If you are interested, please let me know and I will add you to the invite list.
Kenzie Chaudoin
Yes I would love to join and see what I can learn. kchaudoin@betterbeing.com
Eric Lopez (WOL)
Hey John - let @loringkaveney know when you are ready or if we can help promote your monthly event. Awesome initiative! #leadership
John Panzenhagen
@ericlopez I'm not sure what you mean. Is there a way to do a group call through WOL? Presently it is a Teams call.
Eric Lopez (WOL)
Actually we can do a "venue" (WOL streaming), however, we can at minimum simply add a recurring calendar entry that would show up on our calendars and store your teams call information. Several options for you as a customer (not a vendor). Please contact Loring @ loring.kaveney@workoutloud.com (or me at eric.lopez@workoutloud.com) if you want to discuss some options. No charge for M3 customers.
Loring Kaveney
@johnpanzenhagen I spoke to @stevebartlett and he thinks it would be a great idea to host a "Venue" webinar in the community and allow others to register for the webinar. Please email me to continue that conversation: loring.kaveney@workoutloud.com.
Deb Hess
Hi, Is this meeting still happening? I would be interested in this topic also.
John Panzenhagen
@debhess this was the topic for our call in May. You can find the recording of it at https://m3uga.workoutloud.com/cloud/77444. I expect that we will probably be doing this topic again, I'm just not sure when.
Fri, June, 21st 2024
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John Panzenhagen On Prem to Cloud
BC:
We had a great call yesterday about Factory Track. My thanks to Rick Rostankowski for a terrific presentation. If you missed the call, or would like to review what you saw, the recording of the session is uploaded at https://m3uga.workoutloud.com/cloud/77925.
Infor M3 User Community
m3uga.workoutloud.com WorkOutLoud is a customer community platform designed to help organizations build deeper and more meaningful relationships with their customers. We f...
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Thu, May, 16th 2024
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John Panzenhagen On Prem to Cloud
Edited
BC:
If you missed today's call, you missed a terrific session. We had 4 presenters giving us 4 different perspectives on the move from on-prem/single tenant to MT Cloud. Thank you to Marie-Pascale Authié, Jessica Vincent, Jeff Coghlan, and Bala Anantharama for taking the time to share their insights and lessons learned with us. I have uploaded the recording of today's call as well as the presentation decks for you to review or share.

Next month's topic will be Factory Track. Keep an  Read more...eye out for the event announcement, or just send me an e-mail at jpanzenhagen@unitedradio.com to be added to the recurring Teams meeting.

Recorded meeting https://m3uga.workoutloud.com/cloud/77444
Oldcastle Slide Deck https://m3uga.workoutloud.com/cloud/77099
MPA2C Slide Deck https://m3uga.workoutloud.com/cloud/77442
Brownells Slide Deck https://m3uga.workoutloud.com/cloud/77441 Show less...
Infor M3 User Community
m3uga.workoutloud.com WorkOutLoud is a customer community platform designed to help organizations build deeper and more meaningful relationships with their customers. We f...
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Marie-Pascale AUTHIE likes this.
Balachandran Anantharama
Thank you, John for giving me the opportunity to present some lessons learnt during our On Premise to Cloud Migrations experience with our customers.
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John Panzenhagen On Prem to Cloud
BC:
[Uploaded File]

John has uploaded files to: On Prem to Cloud

See these files and others at: https://m3uga.workoutloud.com/Group/on-prem-to-cloud/Files
M3 On-Prem to MT Cloud Discussion group-20240516_140016-Meeting Recording.mp4
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Thu, April, 18th 2024
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John Panzenhagen On Prem to Cloud
Edited
BC:
We had a great discussion today surrounding reporting. Thanks to Sean Lovelace and Joshua Hernandez for making themselves available to give us their insights. A special thanks to Adam Deisenroth for jumping in to show us how they make use of Ad Hoc reporting. I have attached Sean's presentation, and the call recording below.

If you weren't part of our call, or you don't have the recurring meeting invite, email me at jpanzenhagen@unitedradio.com and I will add you to the list. Read more...

Brownells' Slides https://m3uga.workoutloud.com/cloud/77099
Praestro's Slides https://m3uga.workoutloud.com/cloud/77098
Call recording https://m3uga.workoutloud.com/cloud/77100 Show less...
Infor M3 User Community
m3uga.workoutloud.com WorkOutLoud is a customer community platform designed to help organizations build deeper and more meaningful relationships with their customers. We f...
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John Panzenhagen On Prem to Cloud
BC:
[Uploaded File]

John has uploaded files to: On Prem to Cloud

See these files and others at: https://m3uga.workoutloud.com/Group/on-prem-to-cloud/Files
M3 On-Prem to Mutli-Tenant.pdf
Brownells_data_analytics_layout.pdf
M3 On-Prem to MT Cloud Discussion group-20240418_140021-Meeting Recording.mp4
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