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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 Day: Configuring Items

Kathy Barthelt 0 2237 Article rating: No rating

In LN, the configuration of a generic item not always results into a customized item. Configured items can now be customized items as well as standard items. If users configure items without PCS projects, standard items are generated instead of customized items.

 

The sessions for generating product variant structures for sales quotations and sales orders are moved from the Product Configuration module in Manufacturing to the Sales Control module in LN. The following new sessions are available in Sales Control:

â–ª Generate (Budget) Structure for Sales Quotations (tdsls1201m100).

â–ª Generate (Project) Structure for Sales Orders (tdsls4244m000)

BPCS/LX Tip of the Day: Shop Order Control

Anthony Etzel 0 443 Article rating: No rating

To create and maintain shop orders use SFC500 Shop Order Entry Maintenance. These orders use the standard bill of material (BOM) as the base list of components. You can also set up standard routings, which list the operations,

or work steps, involved in manufacturing.

 

To release shop orders, use the Shop Order Release program, SFC505. Infor ERP LX groups shop orders by user ID for batch processing. Use Shop Packet Print, SFC520, to print the shop orders that you select. SFC530 allows you to create multi-level shop orders to link shop orders together with a common end item parent. Linking multiple shop orders together for a final assembly product provides support for make-to-order and engineer-to-order manufacturing environments which need to schedule these multiple orders together or as a vertical slice in the production schedule.

 

You can make changes to shop orders after you print them. Use Shop Order Entry/Maintenance, SFC500, to update the shop orders. Changes are immediately visible on the inquiry screens for SFC300 and SFC350. To reprint the shop packet, use Reprint Shop Packet, SFC560.

Baan/LN Tip of the Day: Multi-Company Service

Kathy Barthelt 0 240 Article rating: No rating

Service departments and warehouses that contain spare parts and components used for service and maintenance belong to enterprise units. To perform separate financial accounting for the service departments and their warehouses, you can assign service departments and warehouses to enterprise units that are linked to different financial companies.

 

If material, labor, or other costs are transferred between service departments and warehouses, or from one service department to another (in the case of internal subcontracting for depot repair), LN can perform the invoicing between these departments and warehouses. In the Enterprise Modeling Management module, you can define internal trade relationships with invoicing between various entities.

 

You can also record and process service operations in a multi-logistic company environment.

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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 Tip: Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may impact the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed: Changes made to the originating order are updated to the outbound order line. Related outbound advice and picking lists, if present, are deleted.
  • Not Allowed: A message is displayed, and input is blocked when trying to change the originating order line.

Canceling Outbound Order Lines

  • Allowed: The outbound order line is deleted or set to Canceled when the originating order line is canceled.
    • When a canceled outbound order line is deleted, related outbound advice and picking lists are also deleted.
    • Outbound order lines originating from manual order origins cannot be deleted when canceled.
  • Not Allowed: You cannot cancel the originating order line or the outbound order line. A message is displayed when attempting to cancel the originating order line.

Processing Canceled Outbound Order Lines

  • To process an outbound order line set to Canceled, the outbound order line must be set to Shipped.
  • The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed.
  • When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0.
  • A transfer order can be created to return the not-shipped goods to inventory.

Preventing Shipment When Canceling is Not Allowed

  • Complete the outbound and shipment procedures to prevent goods from being shipped.
  • When confirming the shipment line, set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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