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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

Tip of the Week: Month End Miscellaneous To-Do's

Anthony Etzel 0 28261 Article rating: No rating
  • Print Sales Order History Information - all invoices processed through sales
  • Check Inventory Valuation - this should tie out to your inventory accounts
  • Print Integration Information - see all postings from WIP to finished goods
  • Print G/L Transaction Information - print specific transaction types for any GL account
  • Print Lot Control Information - will show where serial numbers were used

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Month End Miscellaneous To-Do’s

Kathy Barthelt 0 45013 Article rating: No rating
  • Print Sales Order History Information - all invoices processed through sales
  • Check Inventory Valuation - this should tie out to your inventory accounts
  • Print Integration Information - see all postings from WIP to finished goods
  • Print G/L Transaction Information - print specific transaction types for any GL account
  • Print Lot Control Information - will show where serial numbers were used

Optimize Your Manufacturing Today!

5 Steps to Getting Everyone On Board With Change

Anthony Etzel 0 28999 Article rating: 4.0

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: Grief

BPCS/LX Tip of the Week: Accurate Job Costing

Anthony Etzel 0 33614 Article rating: No rating

Standard costing is really a ‘best guess’ at labor costing -- these numbers are often inaccurate, incomplete or out of date.

Accurate job costing requires the capture of all tasks associated with a specific product or job, including direct and indirect labor in setup, production, and customer service.

Inaccuracies in the collection of time allocated to machinery and the use of materials can result in the inability to properly pass those charges through to the customer, reducing company profitability.

Basically, you can’t manage what you can’t measure -- and you can’t measure what you can’t track. So the inability to track time-to task ultimately inhibits maximum utilization of the workforce. Unproductive activities remain hidden from sight -- managers don’t have the information needed to understand where wasted time exists, and therefore cannot create an action plan to remove it.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Accurate Job Costing

Kathy Barthelt 0 43945 Article rating: No rating

Standard costing is really a ‘best guess’ at labor costing -- these numbers are often inaccurate, incomplete or out of date.

Accurate job costing requires the capture of all tasks associated with a specific product or job, including direct and indirect labor in setup, production and customer service.

Inaccuracies in the collection of time allocated to machinery and the use of materials can result in the inability to properly pass those charges through to the customer, reducing company profitability.

Basically, you can’t manage what you can’t measure -- and you can’t measure what you can’t track. So the inability to track time-to task ultimately inhibits maximum utilization of the workforce. Unproductive activities remain hidden from sight -- managers don’t have the information needed to understand where wasted time exists, and therefore cannot create an action plan to remove it.

Optimize Your Manufacturing Today!

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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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cost Component Setup

To break down an item’s standard cost, sales price, or valuation price, use cost components. With cost components, you can compare estimated and actual costs, calculate production variances, and analyze costs in Standard Cost Calculation.

If cost components are set up in a detailed way, detailed records exist in the Item - Calculated Valuation Prices (ticpr2540m000) session and the Item - Standard Valuation Prices (ticpr3540m000) session. Additional financial integration transactions are created because integration transactions are logged by cost component. A detailed cost component setup also causes additional cost details in domains such as Sales and Warehousing. This increases database growth and makes performance worse, especially during production completion and the item receipt process.

Reduce the number of cost components in the effective cost component structure, which is displayed in the Effective Cost Component Structure (ticpr0112m000) session, as much as possible. The minimum number is three aggregated cost components: one for material, one for operation, and one for surcharges. From a performance point of view, the following is advised:

Reduce the number of cost components

  • One operation cost component for all operation rates.
  • One cost component for all subcontracting rates.
  • One cost component for item and warehouse surcharges.
  • One cost component for actual labor rates (in People). Ensure you only use cost components that are required.

Use aggregated cost components
The standard cost is calculated by (detailed) cost component for a multilevel BOM. A similar calculation of valuation prices (actual prices) would result in a price structure with many cost components, especially for manufactured items. In case of a warehouse transfer, issue to WIP, and so on, postings are made for every cost component. However, this detailed cost information does not add functional value in Warehousing. If you aggregate cost components, the number of cost components in financial transactions is reduced. Therefore, aggregate operation cost, material cost, and surcharges to the three cost components that are defined in the Item - Costing (ticpr0107m000) session

If you do not enter a Standard Cost Component Scheme in the Item - Costing (ticpr0107m000) session, production order costs, production order variances, and surcharges are posted by aggregated cost component. This improves performance and decreases database growth.

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Kathy Barthelt

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