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

Anthony Etzel
/ Categories: Tales from the Road

5 Steps to Getting Everyone On Board With Change

In almost every project, in every industry, I found that the management team or the project team felt that change was necessary. However, talk is cheap when the rubber meets the road. Getting people to embrace change is very challenging.

In an attempt to help realize why change is sometimes necessary for a business to survive and thrive, here is my view on change, presented for your consideration:

C: ChaosLoss of control, no clear definition of what is about to happen. How will things change? For what reason(s) do they need to change? Yes, for a period of time, you may feel like the ground beneath you isn’t solid.

H: Hostility- Will you have more work? Will you lose your job? You will be stressed, which may lead to anger?

A: AloneWhy is this happening to you? Why do you feel like you are the only one who isn’t embracing the change?

N: Nightmare - Most people are afraid of the unknown, and dread uncertainty. They go to great lengths to stay where they are to avoid going down a new path. A new path is scary.

G: GriefOpening the door to bad possibilities - the change could lead to worse outcomes. This leads to feelings of negativity and sadness.

E: Evil – As in, “The End”. You believe that the change could result in complete failure. You think it is a very bad idea that reeks of impending doom.
 

Let’s face it. We all hate change and we put it off as long as possible. I remember one time when I knew I needed to replace my personal computer. I was hoping to put it off as long as possible because I knew how much work would be involved. Well, putting off the change presented a brand new set of challenges when one day, my PC died. Now, I was FORCED into change and it was more difficult than if I planned out the move to the new PC.

I realized that my world was temporarily in CHAOS. I had information on my PC that I needed….email to retrieve, bills that needed to be paid, etc. I felt immediate HOSTILITY that I had to drop everything. I was going to take care of this problem and would be forced to get used to a new machine with a new operating system, new software, etc. I felt ALONE. Why me? Why now? I was living in a freaking NIGHTMARE… so many things to do. Was I forgetting something? What if I can’t get back all of my data? What happens then?!  GRIEF became my friend. I was certain that this was just going to make my life a living hell for months to come. I convinced myself that technology was just EVIL and nothing in my life was ever going to go right again.

A bit overdramatic? Yes. But when change comes, it brings up all of these emotions. How can you avoid drama?

Things to consider when planning change:

1.  Clearly define what you are doing today, and what your world will look like after the change.

2.  Make sure you have a good approach on how to achieve the end goal or specific end result. With a plan in place, your people will be more open to new possibilities and will feel more confident moving forward because there are steps to guide them along the way.

3.  A critical component for successful change is education. Perhaps after education, the fear factor will go away. As they say, knowledge is power! Never assume everyone on the team, or stakeholders beyond the team, understand what the change is and what the benefits are. Every project should begin with educating core team members on why, how, and what we are changing, project goals, and our underlying methodologies.

4.  I always say that without buy-in from management, the project will not be successful. It’s critical to get key decision-makers and influencers lined up and supporting the project early. They can help disarm dissenters long enough to get the change process underway and achieve critical early momentum.

5.  Always share examples of previous success, or small successes along your current path because some people will distance themselves from failure. Champion the successes and contributions of every participant on the team and let them help support the change-makers across the organization.


I want to leave you with this one thought:

"THE SUCCESS OF ANY PROJECT DEPENDS ON THE TEAM ASSEMBLED TO WORK ON IT.”  

They all need to embrace change. Your job is to make it easy for them to do so.

About the author:

Anthony is a recognized industry expert in manufacturing processes and operational improvements. His thirty-plus years of experience encompass a broad spectrum of industry sectors: Automotive, Pharmaceutical, Medical Equipment Manufacturing, Aerospace Manufacturing, Food and Beverage, and General Manufacturing. He is uniquely qualified to quickly and accurately identify the potential improvements in efficiency in both discrete and process manufacturing operations, and identify those specific areas that could most benefit from process improvement.

Previous Article BPCS/LX Tip of the Week: Accurate Job Costing
Next Article Baan/LN Tip of the Week: Month End Miscellaneous To-Do’s
Print
28689 Rate this article:
4.0
Anthony Etzel

Anthony EtzelAnthony Etzel

Other posts by Anthony Etzel

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.

12345679Last

Theme picker

Tips: LN | Baan

Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice headerexport it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail...

Finance: Propagating Unused Sub-Accounts

You can use this procedure to find accounts that have a valid sub-accounts group but no corresponding general ledger chart account records. This action creates the general ledger chart account record for the account and sub-account combination. This action does not add the accounts to charts.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Sub Account tab.
  3. Select Actions > Propagate Unused Sub Accounts.
  4. Select the finance enterprise group and click OK.

Sub-accounts are added according to group if they have been defined on the accounts. The resulting account can be added to the charts.

Operations: Best Practices for Purchase Order Archiving / Deleting

Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.
  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS pr
First45679111213Last

Theme picker

Categories