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DATA: See it. Understand it. Discuss it.

Customer Orders SummaryWe’ve all heard author and management consultant Peter Drucker’s famous quote “If you can’t measure it, you can’t manage it.”  

What’s the right way to manage “It” though? Is it enough to put the data in the hands of the responsible manager and wait for change to occur? Does the manager have a pulse on everything that went into those numbers?

Your numbers tell a story, but there is a lot of “how” and “why” that creates a backstory that affects the interpretation and the actions needed to improve. Does your manager have the backstory? Probably not, so you share the numbers and invite employees to participate in the discussion, only to discover that the 3rd shift was short-staffed for over a week, or a material shortage caused a delay in order fulfillment, or quality issues resulted in a large amount of rework, thereby delaying other production runs. How do you get ALL of this information without the need to discuss it with each person doing the work? 

D A S H B O A R D S !   See it. Understand it. Discuss it.

Production Summary Dashboard

Production
Summary

OEE, time usage, downtime, quantities, cycle times, and more...

Job Step Status Dashboard

Work Center Job Step Status

OEE, time usage, downtime, quantities, cycle times, and more...

Accounts Receivable Dashboard

Accounts Receivable
Summary

Revenue, income, working capital, assets,
and more...

Inventory Dashboard

Inventory
Dashboard

Planning, sourcing, procuring, transporting, storing, and more...

Dashboards are key to transforming your data into meaningful action that boosts performance. They show key performance indicators so employees can discuss what's going well, and what needs to be improved. Display Dashboards on individual computers, or tablets, or broadcast on big monitors in common work areas so your teams can establish a cycle of continuous improvement.

Crossroads RMC’s Analytics Dashboard product provides a meaningful tool for team discussion and improvement.

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(Includes pre-built views for Infor LN, Infor LX, Baan, and BPCS) 

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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.

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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

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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