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BPCS/LX Tip of the Week: Using Pre-Assigned Lot Numbers

Anthony Etzel 0 31993 Article rating: No rating

Some items in the manufacturing process may require a lot number. A quick and easy way to release the Shop Orders with lot numbers is by using the Multi-Level Shop Order Release.

Simply select the end item from the selection screen and use action 10 for the multi-level order release. At the bottom of the release screen is the field “Pre-Assign a Lot Number to Shop Orders”. Select 1 for the pre-assigned lot number assignment option.

This option will use the pre-assigned lot number on the shop order, if the lot number exists. If the lot number does not exist, the system will automatically create a lot number and assign it to the shop order for all items that are lot-controlled.

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CST Adds Warranty Service Claim System to Dealer Portal for LN

Crossroads RMC 0 28670 Article rating: No rating

Crossroads RMC has once again partnered with Xenitel Managed Service Solutions and CST Industries to create a warranty service claim system for CST’s dealers. The project will provide a way for dealers to create a “warranty request claim” from within the dealer portal, defining the customer and product, and parts that failed, and selecting what parts they are claiming for replacement to install the replacement part. This service will be offered in addition to the parts online ordering system previously developed for CST. 

 

CST is a global leader in the manufacture and construction of factory coated metal storage tanks, aluminum domes and specialty covers.

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Baan/LN Tip of the Week: How Accurate is Your Inventory?

Kathy Barthelt 0 41829 Article rating: No rating

Just a refresher on a tip I’ve shared previously from Supply Chain Technology Bulletin regarding how to attain greater inventory accuracy. I thought it would be worthwhile to share again:

  1. Record data regarding your inventory as soon as the items arrive at your door / receiving dock. With information, you can make decisions. Without it, you waste money, time, and effort.
  2. Leverage data collection, label generation, and RFID solutions to make your life easier.
  3. Set inventory accuracy goals for the business and for employees.
  4. Train your employees so they know what is expected of them, and how to best perform their job and therefore how best to maintain accurate inventory counts.
  5. Count the inventory – and do it regularly. Find a method that works best for your employees, and for your business.

Read more

BPCS/LX Tip of the Week: How Accurate is Your Inventory?

Anthony Etzel 0 39437 Article rating: No rating

Just a refresher on a tip I’ve shared previously from supply Chain Technology Bulletin regarding how to attain greater inventory accuracy. I thought it would be worthwhile to share again:

  1. Record data regarding your inventory as soon as the items arrive at your door / receiving dock. With information, you can make decisions. Without it, you waste money, time, and effort.
  2. Leverage data collection, label generation, and RFID solutions to make your life easier.
  3. Set inventory accuracy goals for the business and for employees.
  4. Train your employees so they know what is expected of them, and how to best perform their job and therefore how best to maintain accurate inventory counts.
  5. Count the inventory – and do it regularly. Find a method that works best for your employees, and for your business.
Read more
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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.

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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: Project Status Options

Ever wonder what the implications are of choosing one project status versus another?

Here is the explanation of project status possible values:

Free
You can carry out project engineering. This means that you can:

  • Define the project master schedule (PMS) by using the Project Control module.
  • Maintain the project structure.
  • Maintain the customized product structure by using customized bills of material and routing sheets.
  • Carry out project estimating.

Simulated
You simulate the rough capacity requirements planning and the detailed material and resource requirements planning (RRP) based on the network planning. The capacity requirements for a simulated project are visualized separately. Infor LN (ERP LN) generates planned RRP purchase orders, planned production orders, and PRP warehouse orders for customized items. However, those orders cannot be released. Moreover, the RRP does not allocate standard items to the project.

Active
This status indicates the project's execution stage. You can release planned orders so that the required purchase and production activities can be actually started and completed.

Canceled
The project has been canceled. You cannot release new orders for the project, but you can, however, finish pending logistical activities. You can close a canceled project, but a project can also remain canceled. If the project remains canceled, be aware that the final costs are not posted to Financials, and that WIP can still exist for completed orders. Costs are only posted if you close the project.

Finished
As far as manufacturing is concerned, the project is finished. Also, all purchase and production activities have been completed or closed, and all sales orders have been delivered for the project.

Closed
Financially, the project has been closed. This means that the financial project results have been computed. Financial project transactions can no longer be posted to the project.

To be Closed
If you select the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session, financial transactions are posted on the financial companies of the sales office, service department, and/or warehouse instead of on the financial company of the PCS project. If internal invoices are sent from the PCS project to those departments, and the internal invoices are not completed yet, the Close Project (tipcs2250m000) session sets the project status to To be Closed instead of to Closed. You must first complete the internal invoices, and then run the Close Project (tipcs2250m000) session again to set the project status to Closed.

Archived
The project has been archived. This means that all project data has been stored in archive files and is removed from the original files.

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Kathy Barthelt

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