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

BPCS/LX Tip of the Week: Cycle Counting Part 1

Anthony Etzel 0 49181 Article rating: No rating

Understanding: The Cycle Count Transaction

If you rely on BPCS to provide you with a cycle count list, the number of items could vary from day to day from a few items to count, to several. So the person doing the cycle counting may spend a few minutes to a few hours counting items. After the cycle count is complete, the balances are not changed until the reconciliation is complete. This process could take some time before the balances are changed.

The cycle count transaction process is similar to the physical inventory transaction process.

Baan/LN Tip of the Week: GRINYA

Kathy Barthelt 0 58597 Article rating: 3.0
GRINYA is one of the more complex issues in ERP Finance. GRINYA is the tracking via ledger account of the value of items received on a purchase order that have not been matched to a supplier invoice.

Baan solutions for Baan IV and V were incomplete. To take full advantage of the current GRINYA reconciliation process, check Infor solution #107147, which contains the GRINYA user manual and a link to download the software for your version of Baan. For ERP LN, look at Document Code U8942C US.

It is called User Guide for Reconciliation and Analysis. If you are not running the latest GRINYA solutions, patching will require a good amount of time in filling the Interim tables this solution runs from. Infor has posted several procedural write ups, so check the Support Site and read up before tackling this for the first time.

BPCS/LX Tip of the Week: Work Center & Machine Locations

Anthony Etzel 0 46508 Article rating: No rating
For either file, you must specify a valid location code as defined in the Location Master File.

If the machine master locations are blank, then the work center locations are used. There are cases where you may want to do a combination between the two in defining the locations.

Let’s say the end item has one operation. The operation is at work center 510 and Machine A is in the work center. You have locations setup in both the Work center file and the Machine master File. You report 100 complete at the work center without specifying the machine.

In this case, the inventory will be processed based on the locations defined in the work center file. If the transaction included the machine number, then the locations in the machine file would be used.
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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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Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items
Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service, serialized items can start their respective life cycles in As-Built mode or As-Maintained mode. Each serialized item, with or without its installation group, can be covered by a service contract or a warranty.

The serialized item status

Serialized items can be status controlled. Each serialized item can have the following status:

  • Startup - The serial number has been assigned, but the item is not yet included in a service order or contract. You can only change the status to Active.
  • Active - The serialized item is part of a service order or contract. You can only change the status to Revision.
  • Revision - You can only change the status to Active.


Serial numbers

A unique serial number is assigned to every manufactured item or purchased item. The serial number is assigned to track the item in its life cycle. You can define a dummy serial number for an item. The dummy serial number is a temporary number and can be used to monitor the item until a permanent number is assigned. For each serialized item, you can define an alternative serial number for customer reference. You can use the alternative serial number to search for items when you register calls, create service order activities, or register parts lines for a maintenance sales order.


Serialized item groups

You can group serialized items by serialized item groups. A serialized item group is a group of serialized items with similar features. You can define the serialized item groups that you need, for example, to categorize the skills required for the maintenance of the items, or as a basis for enquiries and reporting. For example, you can select service engineers on the basis of their skills for a specific serialized item group.


Serialized items in physical breakdown structures

Serialized items are the building blocks of physical breakdown structures. A physical breakdown structure is the relationship definition of a set of serialized items with their underlying parts and assemblies. Some serialized items, such as a photocopier, have a simple structure whereas other serialized items such as a ship or an aircraft have a complex structure.

A top serialized item occurs at the highest level in the physical breakdown structure, while the underlying structure consists of assemblies that are either effective or outdated. Use the Tree View option to display a graphic view of the structure.

Each serialized item in the breakdown can be linked to a functional element, with a common function across the entire structure, and can be used to group serialized items based on the functional importance.

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Kathy Barthelt

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