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Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: What conditions must exist before changing an item's inventory unit?

Is there a procedure for changing an item’s inventory unit? What conditions must exist before it can be done?

Once inventory transactions (receipts or issues) have occurred for an item, the inventory unit cannot be changed. If only orders have been placed against the item (sales or purchase), the inventory unit can be changed if these orders are removed and the economic stock of the item is zero.

The reason that the inventory unit cannot be changed once transactions have been made is due to how transactions are recorded. The inventory transactions are recorded in units. These units are the inventory unit of the item. The inventory unit is not held in this table, however. The inventory unit is held on the item data. For example, if 5 pieces (pcs) of an item are issued and the inventory unit is later changed to pounds (lbs), there will be a mismatch in the inventory history of the item. In the past, the item was issued as pcs, and now the item master inventory unit is lbs. As the inventory unit is not date effective, the inventory has then been issued in two different units (pcs and lbs), but there is no method to recognize this difference.

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Kathy Barthelt

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Tips:  LX | BPCS | M3

How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

When to use a user defined inventory transaction

ERP LX (BPCS) provides you with the flexibility to create inventory transactions without program modifications. The typical transaction types are defined with effects set on how the transaction will impact inventory balances.

Perhaps you want to process a customer return and don’t want to the inventory to be impacted. You can create a user define transaction effect to allow the customer receipt and not update the inventory balance.

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Tips: LN | Baan

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

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