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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: GRINYA Reconciliation – What Could Go Wrong?

Kathy Barthelt 0 47129 Article rating: No rating

One common GRINYA issue would be incorrectly entered Integration Setups.

Check the Baan or Infor LN manual for recommended Integration setups. If such a mistake were to occur, it is important to know for what period of time the Integration was in error.

To ensure, it’s recommended that the Integrations Setup tables should be audited either through Baan/LN or Database Auditing. Corrections can be quickly calculated when an exact timeframe can be determined.

BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 34062 Article rating: 1.0

Is Lot Control necessary?

Certain industries require lot control, where others may find it an option based on how they want to trace the material used in a product in the event of a defect, or recall.

LX provides tight lot controls and flexibility with lot number assignments. Shop orders can have a pre-assigned lot number, or a lot number can be automatically assigned when the item is produced. You can also assign a specific lot number for the entire shop order, or for each item/quantity reported against a shop order.

BPCS/LX Tip of the Week: Alternate Items

Anthony Etzel 0 37055 Article rating: No rating
How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

Baan/LN Tip of the Week: Negative Inventory

Kathy Barthelt 0 45270 Article rating: No rating

If Location Control is turned on in Baan IV, then inventory should never be negative.

If Location Control is not turned on in Baan IV, and the parameter “Negative Inventory Allowed” in INV Parameters is set to “NO”, then inventory should never be negative.

In Baan V and LN, the parameters in Inventory Handling Parameters determine whether you can have negative inventory. If these parameters are set to “NO”, then inventory should never be negative.

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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

Infor LX & BPCS | Infor LN & Baan: Accuracy & Productivity Aren't Important!

Oh, you think they are?

Well, you might want to take a hard look at HOW you’re running your ERP system.

  • Have you been able to eliminate large amounts of data entry for your staff?
  • Do all of your systems talk to one another?
  • Is your data error-free at month end?

If the answer is no, your company would likely benefit from system integration and/or automation.


Too expensive you say? Too big of an effort to make it happen?  Not necessarily.

Crossroads RMC consultants have delivered valuable integrations and automated processes to manufacturers just like you at a fraction of the cost of other providers. Whether you’re running ION on the latest version of Infor LN or Infor LX or using Baan IV or Baan V or BPCS with no integration platform in place, there are benefits to automation and system integration for every area of your business:

Finance:

Say goodbye to typos that lead to huge problems, like paying invoices late or charging the wrong customer. That means you’ll have accurate data in your system, month-end processes run smoother and your employees are freed up to do more important tasks.

Customer Relationship Management:

When it comes to keeping customers happy, speed is crucial. You can automate invoicing, customer reports and more to ensure that customers always have what they need. Automate report delivery from your system to ensure you always have the right information at your fingertips. And even without automating report delivery, your ERP system brings together all the information in one place, and automated data entry and extraction means it’s accurate.

Supply Chain Management:

Set up automated alerts to the right people. With ERP automation, you can trigger an email when a product has low stock or is overstocked. Keeping inventory levels just right is essential to be able to fulfill orders but not waste resources by having too much on hand.

Manufacturing Resource Planning:

Say goodbye to appending data manually. Let’s say you get a shipment of inventory that is a different color than you’d planned, which means they need different SKUs. That means you have thousands of SKUs to update, but an automated process can append data in the system unattended in a fraction of the time it’d take a person to do it.

Human Resource Management:

It might not be that hard to pull the sales data to calculate commissions for one sales rep manually. But multiply that by a growing sales force every pay period, and you’ll be grateful you automated your ERP system. Integrate with HR platforms to manage data transfers for calculating sales and commissions, even setting up triggers to do this automatically at the same time every week.

These are just a few of the possible ways that your ERP system can be simplified to produce results that save time and money. Learn more about integrations and automation from Crossroads RMC.

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