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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

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

About 65% of the world’s population are visual learners. This extends into the ERP software realm, too.

Infor LN & Baan

Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LN & Baan
  • Accounts Payable
  • Accounts Receivable
  • Journal
  • Booked Sales
  • Invoiced Sales
  • Production
  • Receipts
  • Purchase Orders
  • Inventory

To learn more visit our Analytic Dashboard webpage.

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Kathy Barthelt

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