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Infor ERP Tips & News from the Experts

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

Anthony Etzel
/ Categories: Infor LX & BPCS Tips

Tip of the Week: Tips to Attain Greater Inventory Accuracy

  1. Record data regarding your inventory as soon as the items arrive at your door/receiving dock. With information, you can make decisions. Without it, you waste money, time and effort.
  2. Leverage data collection, label generation and RFID solutions to make your life easier.
  3. Set inventory accuracy goals for the business and for employees.
  4. Train your employees so they know what is expected of them, and how to best perform their job and therefore how best to maintain accurate inventory counts.
  5. Count the inventory – and do it regularly. Find a method that works best for your employees, and for your business.
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Anthony Etzel

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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

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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