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Infor Visual Integration Guide

Connect Infor Visual to MachineMetrics for bidirectional work order and labor tracking synchronization.

SectionDescription
OverviewIntegration type and data flow summary
How It WorksEnd-to-end data flow explanation
RequirementsPrerequisites before setup
Step-by-Step Setup GuideUser account, permissions, and connection info
Key FeaturesIndirect labor, resource group mapping, and read-only mode
After SetupVerification steps
TroubleshootingCommon issues and solutions

Overview​

The MachineMetrics and Infor Visual integration enables bidirectional data flow between your ERP system and the shop floor, synchronizing work orders, labor tickets, and production data in real time.

Integration Type​

AttributeValue
DirectionBidirectional (with optional read-only mode)
Data Flow (Inbound)Work orders, employees, and operations from Infor Visual → MachineMetrics
Data Flow (Outbound)Labor tickets from MachineMetrics → Infor Visual
Runs OnMachineMetrics Edge Device (physical or virtual)

How It Works​

1. Management — Work Order Transmission​

Active work orders are automatically transmitted from Infor Visual to MachineMetrics, making them available for operators in real-time.

2. Tracking — Labor and Progress Reporting​

As operators work on orders within MachineMetrics:

  • Labor inputs generate labor tickets
  • Work order progress updates in real-time
  • Accurate records are maintained automatically

3. Synchronization — Real-Time Updates​

Generated labor tickets and work order updates sync back to Infor Visual, ensuring all data reflects the current state of production.

4. Scheduling — Dynamic Visibility​

Shop floor managers and production planners gain instant visibility into:

  • Work in progress status
  • Schedule adherence
  • Required adjustments

Changes to the schedule are immediately communicated to operators.

Requirements​

Prerequisites​

RequirementDetails
MachineMetrics EdgePhysical or Virtual Edge Device
Infor Visual Version7.1.2 or higher recommended for full functionality
Network AccessEdge device must have direct network access to your Infor Visual database and outbound internet access to MachineMetrics APIs. See Network Requirements Guide for details.
Infor Visual User AccountDedicated account with specific table permissions
Site IDYour Infor Visual site identifier (found in the SITE table)

Step-by-Step Setup Guide​

Step 1: Create a MachineMetrics User Account in Infor Visual​

Create a dedicated user account with the following table permissions:

DELETE Permissions:

INDIRECT_DIST
LABOR_TICKET
LABOR_TICKET_BREAK
LABOR_TICKET_CURR
PRORATED_LABOR_TX
TRACE_LABOR_TRANS

INSERT Permissions:

INDIRECT_DIST
LABOR_TICKET
LABOR_TICKET_BREAK
LABOR_TICKET_CURR
PRORATED_LABOR_TX

UPDATE Permissions:

INDIRECT_DIST
LABOR_TICKET
LABOR_TICKET_BREAK
LABOR_TICKET_CURR
OPERATIONS
PRORATED_LABOR_TX
WORK_ORDER

SELECT Permissions:

ACCOUNT
ACCOUNT_PERIOD
ACCOUNTING_ENTITY
ADJ_REASON
APPLICATION_GLOBAL
CURRENCY
CURRENCY_EXCHANGE
CURRENCY_ENTITY
DEVIATION_REASON
EARNING_CODE
ECN
ECN_DETAIL
EMPLOYEE
EMPLOYEE_BINARY
EMPLOYEE_SITE
INDIRECT
INDIRECT_DETAIL
INDIRECT_DIST
ISSUE_REASON
LABOR_TICKET
LABOR_TICKET_BREAK
LABOR_TICKET_CURR
OPERATION
PART
PART_SITE
PRORATED_LABOR_TX
REQUIREMENT
REQUIREMENT_BINARY
REQUIREMENT_COST
REQUIREMENT_SCHED
REQUIREMENT_SUM
SETTINGS
SHOP_RESOURCE
SHOP_RESOURCE_SITE
SITE
TRACE
TRACE_LABOR_TRANS
TRACE_NUMBERING
TRACE_PROFILE
WIP_LABOR_DETAIL
WORK_ORDER

Step 2: Provide MachineMetrics with Connection Information​

Gather the following and share them securely with your MachineMetrics implementation team:

VariableDescriptionExample
VISUAL_USERNAMEMachineMetrics user created in Step 1machinemetrics
VISUAL_PASSWORDPassword for the user********
VISUAL_SITEInfor Visual site ID (from SITE table)MAIN
VISUAL_ENTITYID from ACCOUNTING_ENTITY table (leave blank if unknown)1
DBCFG_PROVIDERDatabase type — currently only SQLSERVER is supportedSQLSERVER
DBCFG_DATASOURCESQL Server connection coordinate — see format below192.168.1.100/VISUAL
OLDEST_CLOSE_DATEEarliest date to look back for work orders2024-01-01

DBCFG_DATASOURCE format: <sql-host-or-ip>[\<sql-instance>]/<visual-database-name>

PartDescription
<sql-host-or-ip>The SQL Server hosting the Visual database (IP address or hostname)
\<sql-instance>Named SQL Server instance, if applicable — omit for the default instance
<visual-database-name>The Visual database name, as shown in the Visual login dropdown

Examples:

192.168.1.100/VISUAL
sql-server.company.local/VISUAL
sql-server.company.local\INSTANCE/VISUAL

Security Tip: Use Snappass or your company's secure file sharing to transmit credentials to MachineMetrics.

Key Features​

Indirect Labor Tracking​

The integration automatically creates indirect labor tickets to account for time gaps between productive work sessions. An indirect labor code from Visual is required to enable this feature.

Resource Group Mapping​

Individual machines in MachineMetrics can be mapped to resources that represent groups in Infor Visual. To configure:

  1. In MachineMetrics, navigate to Settings → Machine Groups
  2. Find or create the group, ensuring it includes all machines that should write to this group resource
  3. Add the Visual Resource ID of the group to the ERP ID field and save
  4. In your connector configuration, set Assign Labor Tickets to Machine's Group to true

Both the machine and the group must be mapped in ERP Data Studio, even if the machine points to a placeholder ERP resource.

Read-Only Mode​

The integration can be configured to only read data from Infor Visual without writing labor tickets back. This is useful for initial testing, compliance scenarios, or when labor is tracked in a separate system. Contact your MachineMetrics implementation team to enable this mode.

After Setup​

Once the integration is configured:

  1. Work orders from Infor Visual appear in MachineMetrics
  2. Operators select and start jobs on their tablets
  3. Labor data syncs back to Infor Visual
  4. Production Schedule Intelligence displays accurate job status

Verifying the Integration​

  1. Go to Production → Schedule in MachineMetrics
  2. Confirm work orders from Infor Visual are visible
  3. Have an operator start a job on a tablet
  4. Verify the labor ticket appears in Infor Visual

Troubleshooting​

IssuePossible CauseSolution
Work orders not appearingDatabase connection failedVerify credentials, datasource, and firewall rules
Missing tables/permissionsUser permissions incompleteAdd missing permissions from Step 1
Labor not syncing backWrite-back disabledContact your MM SDM to enable write mode
Connection timeoutFirewall blocking EdgeEnsure Edge can reach Infor Visual database directly
Wrong site dataVISUAL_SITE incorrectVerify site ID from the SITE table
Indirect tickets not createdIndirect labor not configuredConfirm indirect labor code was provided during setup

Getting Help​

  • Setup Assistance: Contact your MachineMetrics Solution Delivery Manager (SDM)
  • Technical Issues: Email support@machinemetrics.com
  • Infor Visual Configuration: Consult your Infor administrator or partner