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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Infor LX Webinar - Paperless Shop Floor

Tuesday, May 19, 2015

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Eliminate paper
Tuesday, May 19, 2015 - 2:00PM - 3:00PM ET

 

Streamline workflow to and from the shop floor

Are you tired of dealing with mountains of shop paper? Do your workers need a single, electronic, real-time source for all production-related documentation? Join us as we discuss how you can increase accuracy, boost productivity, eliminate paper, and save money with a Manufacturing Execution System (Crossroads MES).

This webinar will highlight how to deliver a built-in workflow that streamlines the information flow to and from the shop floor. With a simple touch of the screen, MES collects and delivers the critical information you need to run your production operation. Fully integrated with your Infor LX system, MES can help manufacturers modernize and automate:

  • Supervisor/manager real-time shift review
  • Scheduling shop orders by shift or by day
  • Splitting orders
  • Capturing shop floor activity
  • Capturing indirect and downtime activities
  • Production reporting

[registration link removed]

* Webinar duration is 60 Minutes

BPCS/LX TIP OF THE WEEK: Remembered Keys

Anthony Etzel 0 1918 Article rating: No rating

Infor LX remembers certain key values, such as item number, salesperson,

or container, in your workstation memory as you process information in certain

programs. You can assign one of the following values to each field:

 

0  -Infor LX automatically retrieves this value from remember key memory. Infor LX updates this value on a continual basis.

 

1  -Infor LX automatically retrieves the value you specify in Display Remembered Keys, SYS080. It does not update the value from any other program.

 

2  -Infor LX does not retrieve or update remembered key fields. Use the Display Remembered Keys program, SYS080, to set up remembered keys.

Baan/LN Tip of the Week: Sales Order Acknowledgements

Kathy Barthelt 0 3109 Article rating: No rating

Sales Order Acknowledgements in Baan IV:
After a sales order is entered in Baan IV, users can print an order acknowledgement in Print Sales Order Acknowledgements/RMAs (tdsls4401m000), after which it can be sent to the customer.

Sales order acknowledgements in ERP LN:
In Infor LN, users can still use the Print Sales Order Acknowledgements/RMAs (tdsls4401m000) session to print order acknowledgements, however, the following functionality is added to this session:

  • In the Documents to Print field users can select whether to print order acknowledgments and/or return material authorizations.
  • With the Promotions check box users can indicate whether to print promotions on the order acknowledgement, if promotions apply to the order.
  • Users can control the printing of order acknowledgements based on the order amount and/or the delivery date.

These conditions only apply for order types that do not have the Print Sales Order Acknowledgements/RMAs (tdsls4401m000) linked as a mandatory activity to the order type in the Sales Order Type - Activities (tdsls0560m000) session.

BPCS/LX Tip of the Week: Operational Inefficiencies

Anthony Etzel 0 393 Article rating: No rating

Two big sources of inefficiencies in manufacturing are paper and spreadsheets. I know that you love ‘em, but they are the cause of more problems than you probably realize. Think of how long it takes you to get paper based data into the hands of those who can do something valuable with the data. Are you capturing all of the information correctly? Timely? What about those spreadsheets? Can everyone access that information across your organization? Is that data married with all of the related data regarding your operations to give your executive and middle management the information they need when they need it?

Make your shop floor paperless and put in place systems that talk to one another and automatically pull and push data to and from your ERP so that you can look in one place for all the information you need to run your business effectively.

If you’re not doing this today, you might as well be burning money.

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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

Kathy Barthelt

The Best Baan IV | Baan V | Infor LN Financial Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial health, but sometimes it is 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)

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