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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: ERP Setup - Pros & Cons

You may have started your setup of your ERP system one way, and have discovered over time that maybe it no longer fits how you need to do business. Over the next few weeks, I’ll be providing some pros/cons to consider for different company setups.

Pros/Cons of Single Finance / Single Logistic Company Set-Up

Pros
Easy to implement and to maintain.
No risk of processing data for another company.
Data not visible across companies – pro if you do not want users to see other company’s data.
Cost Prices can be different for the same item in the different logistics companies.
Easy to add or remove companies when companies are bought or sold.
Accounting functions are all separate by company. – Pro if each finance company is managed separately.

 

Cons
Decentralized operations – purchasing, sales, manufacturing, planning, warehousing, etc.
User must go in and out of companies if there is a need to view or create transactions in more than one company.
Data not visible across companies – con if you do want users to see other company’s data.
 
Must set up routings and BOM’s separately for each site.
 
Accounting functions are all separate by company – Con if both finance companies need to be managed together, although centralized payments, cash receipt application, and display and printing of ledger transactions and trial balances are possible for both companies if both are linked to the same financial group company.
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Kathy Barthelt

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Tips:  LX | BPCS | M3

This is a simple way to go from the customer order to making the order and shipping the order. It involves a few simple steps:

  1. Receive and enter the customer order
  2. Automatic credit review
  3. Automatic release of the shop order tied to the customer order
  4. Issue material, report labor to the production order receipt
  5. Pick the order, ship the order, invoice the customer


With lean, you can skip processing the demand through MRP. You can go directly from the customer order to the shop order creation.

Define Inventory transactions for issuing components to the shop and receiving finished items. See the Inventory help text for examples of transactions.

  • Transaction type I - Single Issue to Shop Order. Use this transaction type to issue one component at a time. Use this for high-value items that are marked as Must Single Issue on the Item Master file.
  • Transaction type M - Multiple Issue to Shop Order. Use this transaction type to issue all the components as listed in the Shop Order, in one transaction. Note that this transaction type does not issue Must Single Issue items.
  • Transaction type S - Receipt from shop. Use this transaction type to receive the finished item into stock and update the shop order accordingly. 

The Shop Order Lot/Location Allocation program is an alternative to using the above Inventory transactions. Use this when the item is finished, and you want to review exactly what was used to make it. You can review the components as allocated, make any changes, and finally accept the finished order.

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Tips: LN | Baan

Instead of sharing tables through logical linking, you can replicate table content between companies. This approach allows certain non-key attributes of a record to vary by company. For example, if you replicate bills of materials rather than sharing them, each company can associate a different warehouse with the same bill of material. This way, the bills of materials are consistent across companies, while the warehouses can differ.

Replication also enables selective availability of records in other companies. For instance, when replicating items, you might limit which items are available in a sales company based on their item group, only including end items. You can further refine replication to specific subsets, such as particular item groups.

Keep in mind that replication requires any referenced tables to be either replicated or shared as well.

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