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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

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 enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

Enhancement: Order Hold Audit Functionality

This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

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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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