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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

BPCS/LX Tip of the Week: Changing the Master Schedule

Anthony Etzel 0 25413 Article rating: No rating

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

Baan/LN Tip of the Week: Switching to a Difference Series

Kathy Barthelt 0 29565 Article rating: No rating

In general, you can enter a different series in the order field if you have an available series. To add a new series, find the appropriate group in the First Free Number session, and add a new series and first free number (usually 1).

In Baan IV, go to the Maintain First Free Numbers Session (under Common, Tables, Maintain Logistics Tables, Maintenance 1). Groups are easily identified (e.g., Purchase Order, Sales Order, etc.).

In Baan V, go to the First Free Number Session (under Common Data, Tables, Logistics). There are number groups (e.g., 570 may be for Purchase Orders, 650 may be for Sales Orders, etc.).

In LN, go to the First Free Number Session (tcmcs0150m000 – it is in different places in the menu under different Feature Packs). There are number groups (e.g., 210 may be for Purchase Orders, 310 may be for Sales Orders, etc.).

Hoffmaster Clintonville Plant Goes Live with Crossroads MES & LX

Anthony Etzel 0 25496 Article rating: No rating

On March 1, 2016, Hoffmaster’s Clintonville plant went live with Crossroads MES and LX. The goal of the project was to convert from another ERP to LX and replace a green screen MES system that required the manual recording of production and labor activity keyed from shop floor terminals.

Hoffmaster achieved their goal by completing a successful data conversion and detailed prototyping of LX and Crossroads. The project team remarked that the Crossroads MES implementation was by far the easiest part of the project. One of the critical requirements of the chosen MES solution was to verify UPC and UCC label formats that called for in-line labeling of product packages and cases. Crossroads MES satisfied that requirement, and also provided an interface to finished goods inventory via the scanning of LPN numbers when reporting production.

The Clintonville plant is a leading manufacturer of disposable tabletop products.

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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

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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