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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor ERP Tips & News from the Experts

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

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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Kathy Barthelt

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Tips:  LX | BPCS | M3

Restrict Over-shipments to Customers

  • System parameter option controls when over shipments are allowed

Options to:

  • Continue current process with warning message
  • Give error message
  • Automatically correct to quantity available for shipment
     
  • Option to revise the order quantity so that pricing, promotions, credit checking load planning and other processes reflect the actual quantity
  • Allows better control of exceptions for over shipments
  • Ensures that pricing, promotions are correctly based on actual order quantity

Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LX & BPCS
  • Sales Bookings (ECH)
  • Accounts Receivable (RAR)
  • Accounts Payable (APH)
  • Planned Orders (KFP)
  • Purchasing (HPH)
  • Shop Order Material (FMA)
  • Shop Order Operations (FOD)
  • CEA
  • Order Booking (ECS)
  • Labor History (FLT)
  • Sales History (SIH)
  • Material Status (IIM/ILI)

To learn more visit our Analytic Dashboard webpage.

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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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