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Baan/LN Tip of the Day: First Free Numbers

Kathy Barthelt 0 316 Article rating: No rating

In Baan IV, users define series and numbers in the Maintain First Free Numbers (tcmcs0147m000) session. In the Type of Number field, users must select the type of documents for which the series will be used. The generated document numbers are always numeric and can consist of up to six characters.

 

In LN, users must define number groups in the Number Groups (tcmcs0151m000) session and then in the First Free Numbers (tcmcs0150m000) session, define the series and numbers of each number group. Users assign the number groups to various purposes in the corresponding sessions. For example, in the Sales Order Parameters (tdsls0100s400) session, users can select the number group for sales orders and sales schedules. In the Sales Offices (tdsls0512m000) session, users can then select a series of that number group for the sales orders generated by a specific sales office. As the series codes can be alphanumeric, the generated document numbers can be alphanumeric and they can consist of up to nine characters.

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

Anthony Etzel 0 343 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 Week: Database Sizing – Moving to LN

Kathy Barthelt 0 219 Article rating: No rating
The Infor LN database must be created with the appropriate size. For example, if at least 150 GB is required for a year, create the database with the required size from the beginning. Do not let the size increase to the required size and cause additional fragmentation in the database and the NTFS volume.  Set the autogrowth to a minimum of 10 percent or 1 GB (for each extent) to avoid fragmentation on file system level. Never use the default extent size of 1 MB.
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How Do You Measure Success in Your Business?

Anthony Etzel 0 52105 Article rating: 5.0

Business owners may measure success in different ways – some tangible, some intangible.

In order to establish how you should measure success for your business, you need to first examine how you measure your personal success. If you are a business owner, or a part of the management team of the company you work for, ask yourself these questions to see how you measure up:

Assess personal success.

1.    Am I happy in my job?

2.    Do I have passion for what I’m doing?

3.    Do I get the desired results based on the effort I’m putting in?

4.    Am I putting forth my best effort?

5.    Am I patient and allow for sufficient time to see results?

6.    Do I get respect from my co-workers?

7.    Do I have the endurance to hang in there when things get a bit rough?


Reflect on successes and failures.

After answering these questions, do you need to make any changes? Do you still have the same ambition and drive to achieve the goal? Are you content with your work, or have you come to the conclusion that you have not done your best?

To be successful...

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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 ERP Tips, Infor LN & Baan Tips, Services News, Support, Training & Workshops, Finance, Manufacturing

Infor LN & Baan Tip of the Week: Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)


BAAN & LN MANUFACTURING:

Baan IV

  • Print Actual Cost by Production Order ticst0401m000
    • This report can be run at any time in the production order’s life to show how hours-spent and material-used compare between estimated and actual usage.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Baan V

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Infor LN

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Utilization report from– Print Resource Order Plan cprrp0430m000
    • This report from Enterprise Planning will show all orders from planning and production. By incorporating both order types, capacity issues can be seen short range where planning has determined that new orders are needed, as well as long range where planners may find opportunities to shift work or even to plan machine maintenance.

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Kathy Barthelt

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