Please Wait a Moment
X

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

Crossroads Connections

Infor ERP Tips & News from the Experts

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

George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX & BPCS Tip: Infor LX & BPCS Cycle Counting Selection Process

The cycle counting sub-system in Inventory Management determines which items are selected for cycle counting based on the following criteria:

  1. Cycle Counts/Year: The system calculates the cycle count frequency for each item using the "Cycle Counts/Year" field in the Item Master file (optional).

  2. Last Cycle Count Date: If you use locations, this date is found in the Location Inventory file (ILI), and if you don't, it's in the Warehouse Inventory file (IWI).

The system adds the calculated cycle count frequency to the last cycle count date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it's greater, the item is not due for cycle counting yet.

Additionally, an item is automatically selected for cycle counting if the Cycle Flag field in the ILI/IWI record contains 'Y.' This flag indicates that the item's on-hand balance has gone negative since the last cycle count, even if it's not negative at the time of selection. The programs INV500D, INV510, and BIL540 can set this flag.

You can further narrow down the selection of items by specifying item number or warehouse limits.

Previous Article "Apologies, boss, but at the moment, we are unable to contribute to advancing the business."
Next Article Infor LX & BPCS Tip: How to handle “ZERO COST” items
Print
11444 Rate this article:
5.0
George Moroses

George MorosesGeorge Moroses

Other posts by George Moroses

Theme picker

Contact author

Please solve captcha
x

Tips:  LX | BPCS | M3

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

12345678910Last

Theme picker

Tips: LN | Baan

Do you have a strong relationship with your suppliers? Do they know your every need/want? No? Well, why not?  

The key to any good relationship is communication. Have you established clear and consistent communication with your suppliers? Consider establishing a way for both of you to share information with each other electronically.

A portal is a good way to achieve this. Documents can be shared, updates on deliveries can be communicated with ease, and changes that can affect both your operations and theirs can be communicated efficiently and effectively.

Optimize Your Manufacturing Today!

When is the last time you took a hard look at your production lines?

  • How are we moving product through our facility?
  • Do we have work instructions / drawings available where needed?
  • Do we have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are processes automated, where possible?

Taking a hard look at your processes and procedures may reveal some interesting results. Don’t assume that everyone is doing things the same way. Some may be superstars, and others may need some mentoring. Some processes may be outdated and costing you time and money, while others are extremely efficient. One area of the business may benefit from how others operate. Take the time to review and analyze your findings. Your company may benefit greatly as a result.

Optimize Your Manufacturing Today!

First110111112113115117118119Last

Theme picker

Categories