Please Wait a Moment
X

Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Resources Infor ERP Tips & News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Subscribe to newsletter

Infor LX/BPCS Tip What are the differences between INV810 and INV015 for Cycle Counting updates?

George Moroses 0 11718 Article rating: 5.0

INV810 only deletes the sequence number from the ILI of the item so it is not selected again for counting and does not delete the ICY record.

The ICY Cycle Count sequential history file increases in size with each new cycle count session. Running INV015 will purge all the old ICY records up to the date entered on the set-up screen ‘Enter Cycle Count Ending Date’ field. Physically deleting the old ICY files.

In most cases, when you complete the cycle count posting and run the reports, you can reconcile the data as required. After you reconcile the data for a specific day (or group of days), you can run INV015 to purge the data for that day (or group of days).

Read more

Infor LN & Baan Tip: When is backflushing disabled in LN?

Kathy Barthelt 0 14531 Article rating: .1

There are restrictions for the use of the field Allow Backflushing:/ Item – Production by Site (tiipd0151m100)

The option is unavailable if the option Direct Initiate Inventory is set. Serialized items can only be backflushed if in the Items - Warehousing (whwmd4500m000) details session the Serials in Inventory check box is cleared, and the Register Serial Issue During As Built field is Yes. In all other cases, serialized items cannot be backflushed.

Read more

Unlocking Success: The Power of Staff Augmentation with Crossroads RMC

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 9968 Article rating: 5.0

Consider this...

Your team is currently engaged in a critical project for your top client. However, to ensure the project's timely completion and high customer satisfaction, it's imperative to expand your team. You're aware that the recruitment process is time-consuming, and finding highly qualified individuals who don't require extensive training, especially in your ERP system and your specific business, is a challenging task.

Or perhaps this situation sounds familiar...

Your ERP system is running sluggishly, and you're aware that there are updates available that could enhance system performance. Unfortunately, your IT specialist is currently occupied with other tasks, and there's uncertainty about when the upgrade can be executed.

Both of these scenarios reflect the challenges businesses face in our era of rapid technological advancement. To maintain competitiveness, it's essential to meet client demands and ensure the smooth operation of internal systems, preventing any hindrances to current production. The hard reality is that your success hinges on having expert staff who can make an immediate, positive impact on your business.

So, how can you consistently maintain the right team size and composition to address contemporary challenges when hiring new personnel is a costly, protracted process?

Read more
Crossroads RMC + Avalara… Crossroads RMC + Avalara…

Crossroads RMC + Avalara…

The BEST way to handle tax compliance

Crossroads RMC 0 11625 Article rating: 5.0

A CASE STUDY

The Company:
A supplier of fabricated steel equipment to large food service firms such as Starbucks, Subway, and Walmart.

The Challenge:
This supplier needed to find a better way to handle tax compliance. The supplier’s legacy tax software was incompatible with their ERP. This led to:

  • The required upgrade to the latest Infor ERP version without having a pre-built, certified, fully-functional connector
  • The reliance upon labor-intensive, error-prone manual processes
  • Inaccurate customer addresses
  • Uncertainty around product and service taxability, as well as nexus
  • Increased audit risk


The Solution:

Read more
Infor ERP Tip: Did you know that you can e-file your 1099s simply and easily? Infor ERP Tip: Did you know that you can e-file your 1099s simply and easily?

Infor ERP Tip: Did you know that you can e-file your 1099s simply and easily?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 16533 Article rating: 5.0

It’s almost that time of year – AND with Crossroads RMC and Avalara, you can e-file your 1099s and other forms simply and easily!

If you plan to e-file more than 2,500 forms this year, please let us know and we’ll connect you with our Avalara representative for custom pricing. Otherwise, the link below is completely self-service. Watch the short YouTube video at the bottom of the linked page for a quick walk-through tutorial, and you’ll be ready to get started immediately!   

Learn more> Avalara 1099

Read more

Streamline Your Data Management with Crossroads RMC's Analytics Dashboard for LN & Baan

Kathy Barthelt 0 9731 Article rating: 5.0

To enhance effective team communication and streamline data management, it's crucial for all team members to use a common language and work from a shared playbook. When decisions are based on disparate data sources, such as individual spreadsheets or isolated data repositories, it can hinder effective communication.

For manufacturers who deal with extensive data daily, keeping track of key departmental metrics can be challenging. This is where Crossroads RMC's Analytics Dashboard solution can make a significant difference. Our Analytics Dashboard is designed to simplify tasks by consolidating essential information into a single, easily accessible location, allowing you to access critical real-time data effortlessly.

With our powerful dashboards, you can achieve the following:

Read more
RSS
First89101113151617Last

Theme picker

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.

Read more

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.

Read more
12345678910Last

Theme picker

Tips: LN | Baan

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

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Can accounts receivable invoices be uploaded into LN using Excel?
Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice header, export 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.

1a. Open the transactions (tfgld1101m000) session and create a batch.

1b. Insert a transaction type, used for creating sales invoices, like ACR, and open it.

2a. The Sales Invoices (tfacr1110s000) session starts. Maintain the invoice header and save it. For example sales invoice ACR 4497.

2b. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

2c. In the excel file created during previous step, add the headers for the invoices to be uploaded. Notice if for the transaction type the Documents in Fixed Sequence checkbox is ticked in the Transaction Types (tfgld0511m000) session, the document number for the not-yet existing invoices to be imported in LN should be equal to the default series for this transaction type. Otherwise, so if the Documents in Fixed Sequence checkbox is not ticked, the desired document numbers can be maintained in the excel file.

2d. In the Sales Invoices (tfacr1110s000) session in the Actions menu select Export and Import -> Settings, and make sure the Import Only in This View checkbox is NOT ticked. Then select in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it. Afterwards the invoice headers should be visible in the Sales Invoices (tfacr1110s000) session.

3a. Navigate to the first invoice, select Lines. The Transactions (tfgld1102m300) session opens. Maintain at least 1 line and save it.

3b. Open the line created in the prior step. Notice the detailed version of the Transactions (tfgld1102m300) session opens.

3c. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

3d. In the excel file created during previous step, add lines for the header invoice numbers as available in the Sales Invoices (tfacr1110s000) session (as per step 2d).

3e. In the detailed version of the Transactions (tfgld1102m300) session in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it.


OPERATIONS: MPS Planned vs. MRP Planned
When deciding what items should be MPS (Master Production Schedule) planned and what items should be MRP (Material Requirements Planning) planned, it's crucial to understand the nature of the items and their demand sources. Here's a breakdown:

  • Master Scheduled Items:

    • Master Scheduled Items are typically finished goods or service items.
    • These items receive their requirements from both Independent and Dependent demand sources.
       

  • Independent Demand:

    • Independent demand cannot be calculated from higher-level demand in the product structure.
    • It is driven by forecasts or actual customer orders, primarily applicable to Finished Goods or Service parts sold to customers.
       

  • Dependent Demand:

    • Dependent demand is derived from higher-level demand in the product structure.
    • It includes components, raw materials, and sub-assemblies.
    • Dependent demand items are not typically part of Master Production Scheduling (MPS).
       

  • Service Parts:

    • Service parts can have both independent demand from forecasts or customer orders and dependent demand from higher-level demand if they are used in sub-assemblies or other products.
       

  • Cumulative Lead Time:

    • Cumulative Lead Time is a concept used in MPS.
    • It combines the fixed lead time and variable lead time required to produce a product.
    • It represents the longest path through a Bill-of-Materials (BOM).
    • Your ERP system will calculate the cumulative lead time (Critical Path) based on MPS setup options.
       

  • Infor LN Approach:

    • Infor LN does not differentiate between MPS and MRP planning.
    • It uses Enterprise Planning (EP) with one set of planned orders.
    • While you can set up items and generate orders at plan levels, it's not always necessary.
    • In theory, you could treat plan level 1 similar to MPS items.
       

  • Defining Independent Demand in LN:

    • In LN terms, independent demand is demand not related to other planned items.
    • Dependent demand comes from related planned items higher up in the BOM structure.
       

  • COLT (Cumulative Order Lead Time):

    • COLT exists in the purchase and manufactured planned items.
    • It considers non-critical and critical lead times based on components marked as critical.
    • Once calculated, COLT can be used to update the order and planning horizons of a planned item.

Relevant Sessions:

In Baan IV:

  • Maintain Item Data (tiitm0101m000)
  • Generate MPS (timps3201m000)
  • Maintain Master Production Schedule (timps3101m000)
  • Display Planned Inventory Movements by Item (timrp1510m000)
  • Display Planned MRP Purchase Orders (timrp1521m000)

In Baan V:

  • Plan Item Data (cprpd1500m000)
  • Item Master Plan (cprmp2101m000)
  • Time-Phased Overview (cprrp0520m000)

In Infor LN:

  • Item – Planning (cprpd1100m000)
  • Item Master Plan (cprmp2101m000) - Same as Master MPS if used


TECHNOLOGY: Are you running the latest Infor components?
Always good to stay on top of new releases for your various Infor components. Here is a list of knowledge base articles that you can check for the components listed below:

For the last Infor LN, Infor Baan5, and Infor Baan4 porting set see KB 22923520

For the last BaanIVc 6.1c porting set see KB 22923521  No fixes are made based on the 6.1c porting set.

For the last Worktop set see KB 22881488 For the last BW set see KB 22881483 For the last EME set see KB 22866552 For the last Office integration set see KB 22867312 For the last Dynamic Form Editor see KB 22881485

For more information and assistance, you can contact Crossroads RMC at 800.762.2077 or via email at solutions@crossroadsrmc.com.

Previous Article Infor LN & Baan OPERATIONS Tip: MPS Planned vs. MRP Planned
Next Article Infor LN & Baan Tip & Tricks for TECHNOLOGY: Infor LN Rest API
Print
6702 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt
Contact author

Theme picker

Contact author

x

Categories