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Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Operations

Infor LN & Baan Tip & Tricks for OPERATIONS: Best Practices for Purchase Order Archiving / Deleting

 Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.

  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS project that is not yet archived. When the PCS project is archived, the purchase data is also archived and you can delete the purchase order.
  • A consignment replenishment order is not yet consumed completely.
  • The invoice is yet to be completely matched and approved.
  • The invoice amount is not yet inserted as turnover history.
  • The sales order or service order that's linked to the purchase order line, and for which an internal invoice must be sent from the purchas office to the sales office or service office, is not yet invoiced. In this case, you cannot delete the purchase order line before the sales order or service order is invoiced.

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Kathy Barthelt

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Tips:  LX | BPCS | M3

Two big sources of inefficiencies in manufacturing are paper and spreadsheets. I know that you love ‘em, but they are the cause of more problems than you probably realize. Think of how long it takes you to get paper-based data into the hands of those who can do something valuable with the data.
 
  • Is the information captured correctly?
  • Can everyone access the information?
  • Is this an accurate representation of what’s going on across all operations?

Make your shop floor paperless and put systems in place that talk to one another and automatically pull and push data to and from your ERP so that you can look in one place for all the information you need to run your business effectively.

If you’re not doing this today, you might as well be burning money.
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I realize it was just Mother’s Day, but I don’t mean your mother.

I mean... MOM- Manufacturing Operations Management, a suite of manufacturing applications designed to improve efficiencies, without the investment in a costly system.

MOM provides manufacturers with the ability to extend their ERP system by offering specific applications that will streamline their operations at an affordable price.

MOM Suite of Manufacturing Applications:

  • Manufacturing Execution System (MES)
  • Time & Attendance
  • Labor Reporting
  • Data Collection
  • Dashboards
  • Scheduling
  • Shipping & Receiving
  • Supplier Barcoding

So, I ask again… how’s your MOM? Contact Crossroads RMC to learn more.

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Tips: LN | Baan

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

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Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

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