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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

Baan/LN Tip of the Week: How to Move From Good to Great - Manufacturing Optimization

Kathy Barthelt 0 34961 Article rating: No rating
  • Are you tracking downtime? Is it done manually, or with some type of automation or application that gathers information in real-time, or is it based upon history?
  • If you are measuring team effectiveness by shift, you know there are significant differences between them. Have you figured out why?

One of our automotive customers was experiencing significant inefficiencies and difficulties with their receiving operations. After analyzing their operation, we discovered a disconnect between how they were tracking their incoming goods and what their ERP system thought was on hand.

This disconnect created time-consuming steps to process incoming material and determine where the material was needed. The manual process slowed production, caused additional staffing needs and hindered their ability to effectively get needed material to the assembly line. They chose to implement our data collection solution to automate the process.

Since implementing the solution, receiving and moving material was quicker, more accurate and efficient. This enabled the addition of another assembly line, increasing production volume – without adding staff.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: What is your M.O.?

Anthony Etzel 0 29700 Article rating: No rating

I’m not talking “Modus Operandi,” which is a fancy way to say: “what’s your plan to get stuff done”.  I’m talking about Manufacturing Optimization. 

It is all about efficiency, and by that I mean doing more with less. Less labor, less time, less materials, while still delivering a high quality product on time.

The Three Secrets to Improving your MO

1. Identify the key metrics
You need benchmark data so you know what realistic goals are, then track them and publish your performance along with a brief comment from time to time on how things are trending and how you compare with others, particularly your primary competitors. The best thing about this is that it is a system that develops a life of its own.

2. Measure it
Automatically, people start to think about improving things. Then the fun part, stuff begins to improve by itself. Once in place, the system just hums along and the benefits appear, because it has motivated people to think about it, and figure out what they can do to make it better.

3. Communicate it
So if you publish gross profit numbers, explain to people how what they do affects the numbers. Employees tend to start to modify their behavior as a result, and look more critically at whether a given purchase is even necessary.

Baan/LN Tip of the Week: What is your M.O.?

Kathy Barthelt 0 41146 Article rating: No rating

I’m not talking “Modus Operandi,” which is a fancy way to say: “what’s your plan to get stuff done”.  I’m talking about Manufacturing Optimization. 

It is all about efficiency, and by that I mean doing more with less. Less labor, less time, less materials, while still delivering a high quality product on time.

The Three Secrets to Improving your MO

1. Identify the key metrics
You need benchmark data so you know what realistic goals are, then track them and publish your performance along with a brief comment from time to time on how things are trending and how you compare with others, particularly your primary competitors. The best thing about this is that it is a system that develops a life of its own.

2. Measure it
Automatically, people start to think about improving things. Then the fun part, stuff begins to improve by itself. Once in place, the system just hums along and the benefits appear, because it has motivated people to think about it, and figure out what they can do to make it better.

3. Communicate it
So if you publish gross profit numbers, explain to people how what they do affects the numbers. Employees tend to start to modify their behavior as a result, and look more critically at whether a given purchase is even necessary.

BPCS/LX Tip of the Week: Ways to Prevent Scrap & Rework From Costing You

Anthony Etzel 0 30607 Article rating: No rating

Scrap and rework costs are a manufacturing reality impacting organizations across all industries and product lines.

Scrap and rework costs are caused by many things—when the wrong parts are ordered, when engineering changes aren’t effectively communicated or when designs aren’t properly executed on the manufacturing line.

No matter why scrap and rework occurs, its impact on an organization is always the same—wasted time and money. And while no one, especially an operations manager, wants to admit it, these expenses add up quickly and negatively impact the bottom line...

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Baan/LN Tip of the Week: Ways to Prevent Scrap & Rework From Costing You

Kathy Barthelt 0 40564 Article rating: No rating

Scrap and rework costs are a manufacturing reality impacting organizations across all industries and product lines.

Scrap and rework costs are caused by many things—when the wrong parts are ordered, when engineering changes aren’t effectively communicated or when designs aren’t properly executed on the manufacturing line.

No matter why scrap and rework occurs, its impact on an organization is always the same—wasted time and money. And while no one, especially an operations manager, wants to admit it, these expenses add up quickly and negatively impact the bottom line...

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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

Infor LN & Baan Tips & Tricks for FINANCE: Use of Electronic Bank Statements

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:

  1. Convert Electronic Bank Statements (tfcmg5202m000)
    Convert the received bank file to a format that LN can process. LN stores the converted bank statement files in the directory specified in the Path For EBS Archive field of the Bank Relations (tfcmg0510m000) session. In the Pathname EBS File field, you must add the file name. To add the current date to the file name, append a tilde (~) to the file name.

  2. Validate Bank Statements (tfcmg5202m000 / tfcmg5510m000 / tfcmg5511m000)
    Validate the converted electronic bank statement.

  3. Match Bank Statements (tfcmg5210m000)
    Automatically match as many of the imported statements (status Validated) as possible with open items. LN can match the statements with sales invoices, purchase invoices, and anticipated payment documents.

    Matching Options:

    • Match - Surplus on Aging / Unallocated (Default value)
    • Match - Surplus on Unallocated
    • Match - Surplus to be allocated Manually
    • Allow Underpayments
    • Use Payment Difference Tolerance
       
  4. Matching Results (tfcmg2500m100)
    Review the results of the matching process.

    To handle an unmatched amount, you can:

    • Manually add an unallocated payment or receipt line.
    • Reconcile the surplus with remaining open entries of the business partner.
       
  5. Post Bank Statements (tfcmg5210m100)
    Post the bank transactions to the General Ledger.

    Update the business partner’s bank account number and other details in the Bank Account by Pay-by Business Partner (tccom4115s000) session, based on the details read from the bank statement file.
     

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Kathy Barthelt

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