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Baan/LN Tip of the Week: Product Configurator - Part 2

Baan Tips

Kathy Barthelt 0 61044 Article rating: 3.0
Who gets involved?
  1. Most commonly Engineering is involved in writing the rules, creating the bills and routings.
  2. Sales or Customer Service determines the questions and the order they are asked in.
  3. Sales or Customer Service determines the rules for the pricing.
  4. Sales, or Customer Service, and Engineering work together in determining the part number, description and text.

What are the steps?

  1. You must start by defining the features and options (questions and answers) and the order in which these are asked. We work this out first using sticky notes and large easel paper. Normally during the process we find that we want to move these questions around. Setting them down on paper makes the process of getting the data into Baan much more efficient. We also then have a record of what decisions were made prior to entering the data. This is normally a joint effort of Engineering and Sales. This is required and must be the first step.
  2. Constraints for features and options. These are the rules for determining what questions are asked and which options are allowed. This is generally done by Engineering or whoever is responsible for the configurator. This is required.
  3. Generic Bill of Material. All possible bill options are entered here and constraints are written to determine which options are selected based on the answers to the questions. This is generally done by Engineering or whoever is responsible for the configurator. This is a required step.
  4. Generic Routing. Similar to the bill of material, but used for generation of the routing steps. This is generally done by Engineering or whoever is responsible for the configurator. This is optional.
  5. Generic Item Data. This consists of creating custom item numbers, descriptions, text, material, size or standard fields in the custom item master. This is generally done by Engineering or whoever is responsible for the configurator though Sales may have some involvement. This is optional.
  6. Generic Pricing. This is used to calculate the selling price based on the answers to the questions. This is normally a responsibility of Sales or whoever determines the pricing. This group is also trained on writing the constraints for this section only. This is optional.
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BPCS/LX Tip of the Week: How To Capture Re-Work Time (Part 1)

Anthony Etzel 0 50269 Article rating: No rating
In SFC600, there is no code to capture the time spent on re-work. Re-work is usually at a specific operation, or when the part is finished and QC determines that re-work is required in order to pass inspection. You are faced with deciding on how to report the additional labor time.

Do you continue to report it against the operation, or create a re-work shop order?

If you are re-working through a specific operation you can capture the time as run labor with the SFC600 program. Now you need to deal with the variance of actual to standard time and what impact this has on costing.
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BPCS/LX Tip of the Week: Configuration Management

Anthony Etzel 0 50693 Article rating: No rating

Make to Order? No problem if you use the Configuration Management System. This LX product allows you to define and configure a make to order product during Customer Order Entry. Basically, you have the option to create different products under the same common product item. You will get two completely different common end items that are configured from the same common parent.

The customer orders are planned and turned into shop orders for each end item with all the associated components. With an MES solution in place, the shop order side is easy to schedule and allows you to manage the shop floor.

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Baan/LN Tip of the Week: Product Configurator - Part 1

Kathy Barthelt 0 62392 Article rating: No rating
What is it?
The configurator consists of a set of features (questions). The options (answers) to these questions then are used to generate the custom bill of material and routing. These questions may be answered at the time of order entry, prior to order entry (in a project or quote) or after order entry (in the project). The order of the questions need not have any relationship to the bill of materials. The configurator may also calculate the selling price, create a unique “smart” item number, custom description and text. Simple rules are used to interpret the answers.

Who uses the configurator?
Companies whose products have options. The configurator eliminates the need for part numbers for all combinations of options. The configurator ensures that the pricing and bills are correct. The configurator also keeps statistics on the frequency the options are selected.
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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: All About Invoicing Methods

Invoicing Methods are a set of parameters that define the types of orders and order lines that can be collected on an invoice, the type of invoice to be generated and the costs to be aggregated on Project invoices and Service invoices.

If options to combine tax codes, departments, sales representatives' line of business area, etc... are checked, LN will combine all available transactions ready to be invoiced that have different tax codes departments, sales representatives, etc...into only one invoice.

If options to combine sales orders, sales order types, and shipments are checked then all sales orders that are created for the same business partner where the shipment and/or sales order type is different will be combined into one invoice.

For example:

  1. If sales order SLS001 is created for BP BP1000 with 2 lines where each line has a different shipment number, and the invoice method is combining shipments, both lines will be part of the same invoice. If the option to combine shipments is not checked then LN will create an invoice per shipment.
  2. If sales order SLS001 is created for BP BP1000 with 2 lines and 2 different shipment numbers and sales order SLS002 is created for the same BP with a cost item, LN will create one invoice for both orders if the option to combine sales orders and shipments is checked. If only the option to combine sales orders is checked then 3 different invoices will be created as all 3 lines will have different shipment numbers. If they have different sales order types and this option is not checked on the invoice method session then also 3 invoices will be created but if it is checked along with sales order and shipment number then only one invoice will be created.
  3. If we take scenario 1 again and both lines have different tax codes and the option to combine tax codes is not selected then LN will create a separate invoice for each line based on the tax code.
     

Note: In the case that the Business Partner Tax Country is different, even if we select combine tax codes, the system will create a separate invoice based on the Business Partner Country to full the statutory compliances for that BP country.

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Kathy Barthelt

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