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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.

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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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BPCS/LX Tip of the Day: Material Requirement Dates and Lead Time Offsets in MRP

Anthony Etzel 0 322 Article rating: No rating

The system automatically performs offsets for requirements dates for components in the MPS/MRP calculations. It also performs offsets for calculation of material need dates at the time that shop orders are released.


To calculate the offset, the system takes the parent lead time from the Item Master and adjusts it by the bill of materials offset (plus or minus) for the component. This gives the lead time days for that specific component. The system starts with the due date of the parent and backs up and skips all non-work days in the shop calendar.


Note that the offset calculation uses only calendar records that have a blank work center (the calendar record applies to all work centers). See the information for the Shop Calendar Maintenance program SFC140, in your Shop Floor Control documentation for shop calendar details.

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Baan/LN Tip of the Day: Multi-Company Taxation – LN

Kathy Barthelt 0 278 Article rating: No rating
Tax reporting is part of the financial accounting and is restricted to one country. Therefore, the LN tax handling in a multi-company structure is similar to the tax handling in a single company environment.

Tax handling in LN includes the following:

· Tax registration

For tax registration, you define the various tax details for each country in the Taxation module. In the General Ledger module of Financials, you specify the ledger accounts for the tax amounts separately for each financial company. LN can post the tax amounts calculated for a tax code to different ledger accounts in the individual financial companies, for example, in a single logistic, multi-financial company structure.
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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: Considerations for Release to Warehousing for a Cost Item

When there are two Cost Items, one with Release to Warehousing applied and the other with Release to Warehousing not applied, upon approval of the Sales Order, the Cost Item that is released to Warehousing will go straight to Staged status, pending Shipment confirmation, while the Cost Item that is not released to Warehousing will be up for Sales Deliveries.

Apart from this main difference in functionality between having and not having this option to release to Warehousing checked, there are other impacts to consider. Below is some information gathered from various KBs related to the impact of having release to Warehousing applied (or not). KBs used as reference are listed as “– REF: KB XYZ”. Editing the checkbox “Release to Warehousing” itself If there is a Sales Order (in status Free is enough) for a Cost Item, the check box is not editable. As soon as all the Sales Orders for which the Item is involved are Closed (or Canceled or Deleted) the check box becomes editable again. – REF: KB 1439313 & KB 1613780 Simultaneous/separate release to Warehousing with Physical Items In a scenario where a Cost Item (that is released to Warehousing) and a physical Item are released to Warehousing separately, then the shipment confirmation of each of these Items will occur separately. If they are released simultaneously, the shipment of the Cost Item will not be processed unless and until the physical Item is ready to be shipped. – REF: KB 1449001 Note: Ensure a Warehouse is added to Order Lines to ensure Release to Warehousing Activity is applicable. – REF: KB 2229767 Invoicing

To invoice them separately or together, factors to consider are:

  • Composing Criteria, a list of fields that need to match to have a single invoice created – REF: KB 717977
  • Invoicing Methods (tcmcs0555m000) in the General tab, select Combine, for example, Shipments, to combine different Shipments of the same Sales Order into one Invoice. This Invoicing Method is also defined in
  • Invoice-to role of a Business Partner (tccom4112s000) in the Invoicing tab. – REF: KB 812637
  • For a Return Order where a Cost Item and a Physical Item were originally invoiced together, to invoice them together again, consider using Original Document type = Invoice and link the original Invoice to the Return Order. – REF: KB 2072847 

Note: Consider solution in KB 2108605 if Composing Criteria is met, yet still Credit Notes are not combined for a Return Sales Order copied from original Sales Order for one Physical Item and one Cost Item without release to Warehousing. 

ASN ASN cannot be generated for Purchase Order Lines with Cost Item if not released to Warehousing. – REF: KB 1548301 & KB 2111341 Intercompany Trade Intercompany Trade can be applied for a Cost Item that is released to Warehousing, as Intercompany Trade needs a Warehouse and a Department. – REF: KB 2112430 Customs Value Cost Items that are released to Warehousing that are handled via normal Sales Order Lines are considered as delivered goods and will get the customs value assigned like other Items being subject to warehouse handling. Cost Items handled on Shipment Lines as "Additional Cost" are not considered as delivered goods but as pure costs. The customs value of these shipment lines gets defaulted with a zero amount and cannot be modified. The same applies to additional costs on sales order lines. – REF: KB 1600847 Freight  Cost Items cannot be used for Freight handling. – REF: KB 1830170 Additional Cost

  • For automatically generated Additional Costs in Sales Orders, Cost Items that are released to Warehousing are not released to Warehousing. This is because automatic Additional Costs are always generated with 0 quantity, therefore only the amount is filled for these Lines, which leads to the Delivery Type being set to Sales and not Warehouse. As a result, delivery must take place in Sales module. – REF: KB 1995781
  • For Additional Cost Lines added to Shipment for Cost Items, refer to KB 2236856.

Intrastat Record When using Cost Items without release to Warehousing, there is no shipping data within Invoicing. Therefore, the corresponding Intrastat record cannot be found during the printing of the Invoice. To get the Invoice data filled on the Intrastat record, Cost Items with release to warehousing should be used. Otherwise, session Update Intrastat Transactions with Invoicing Data (tccom7271m100) should be ran to update the Invoicing data in Intrastat. – REF: KB 2005482

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Kathy Barthelt

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