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Baan/LN Tip of the Week: Transaction Accounts – Commissions

Kathy Barthelt 0 46007 Article rating: No rating

In Baan IV, if a link with Financials exists for commissions and rebates, invoices are created directly in the Commission Control System (CMS) module and posted to Financials. As a result, users must specify the ledger accounts that are used for posting commissions and rebates in the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session.

In LN, the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session is removed from the Commission Control System (CMS) module, because invoices are no longer created directly in the Commission Control System module.

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Grindmaster-Cecilware Selects NextTrack Sales For Sales Analysis

Kathy Barthelt 0 30305 Article rating: No rating

Grindmaster-Cecilware (GMCW), a leading provider of products for the food and beverage industry, has selected NextTrack Sales to satisfy their sales analysis requirements. Integrated with their Baan ERP system, NextTrack Sales provides sophisticated pivot grid and charting functionality, and the ability to generate any number of views of the data, all without customizing their ERP system. Grindmaster’s VP of Sales said it was "the perfect fit for him, and covered all of his reporting needs".

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Peerless Instrument Selects Crossroads RMC for Baan Data Collection

Kathy Barthelt 0 25445 Article rating: No rating

Peerless Instrument, a division of Curtiss Wright, has selected Crossroads RMC for Baan data collection. Peerless is interested in furthering the data collection partnership that Curtiss Wright began with Crossroads RMC 20 years ago. The data collection implementation will include Receiving, Material Issue, Inspection and Report Operations Complete, and is expected to be completed in July of 2016. 

Peerless Instrument provides state-of-the-art electronic components, systems, and software to the US military. Peerless' advanced instrumentation and control systems are not only used in Navy propulsion systems but provide sophisticated monitoring systems for the gas, oil, or petrochemical industries.
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BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 29111 Article rating: No rating
  • In Infor LX you need to determine how inventory will be moved in and out of warehouse storage locations, and which of the following transactions to use for inventory control:
  • A transfer transaction can be used to move inventory from one warehouse location to another warehouse location.
  • A production receipt transaction is used to add inventory to a warehouse location.
  • A material issue or backflush is used to reduce inventory from a warehouse location.
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Baan/LN Tip of the Week: Project Templates

Kathy Barthelt 0 41199 Article rating: No rating

Project templates are useful because you can specify all of the information that you would normally want to include when creating a new project such as project structure, budget and so on.

In Baan IV/V, project templates do not exist, but you can set up a project template by creating a regular project, and setting the status to simulated or free. This is done so that the project does not create plans. Under this scenario, you can easily copy one project to another.

In LN, when you create a new project, a template can be used as the starting point. This is similar to copying a normal project, but unlike normal projects, no costs or revenues can be posted on a template.
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Tips:  LX | BPCS | M3

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Operations

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items:

    • If needed, create the cost items.
    • Create a purchase order for the cost items without referencing a project number.

  4. Matching PO to Costs:

    • When matching the purchase orders in session tfacp2107m000, select "Add Costs" from the specific menu on the toolbar (you'll need to be in the matching details to access this).
    • This will open session tfacp1133s000, where you will enter the previously specified ledger account number.
    • Once done, the "PCS Transactions" option on the toolbar becomes available. Selecting this brings up session tipcs3140m000 (General Actual Project Costs).
       

  5. Disbursing Costs to Projects: In session tipcs3140m000, the PO costs for the cost items can be disbursed to any open and active project.

Since these are cost items, they won't go into stock. The key is ensuring that the cost disbursement ("Add Costs") is correctly linked to the appropriate project, giving users visibility of the cost items as general project costs.
 

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Kathy Barthelt

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