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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.

Request a demo or get started with a FREE 30-DAY TRIAL today.
(Includes pre-built views for Infor LN, Infor LX, Baan, and BPCS) 

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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.

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Tips: LN | Baan

When a finalization run is aborted and in the batches selected for this finalization run are transaction types having the update mode finalization, you must use the Restart Finalization Run session. This session can be found in the Transaction Processing menu of the General Ledger Module of the Finance Package.
Administrators are able to restrict access in Baan in several ways – including Companies, Packages, Modules, Sessions, and Tables – using the Authorization capabilities of the system.

In Baan IV, access can be given or denied on a user by user basis.

In Baan V and LN, the Authorization Management System can provide or deny access based upon roles to which users are assigned.

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