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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

Baan/LN Tip of the Week: Configuring Items in Infor LN

Kathy Barthelt 0 72105 Article rating: No rating

In Infor LN, the configuration of a generic item not always results into a customized item. Configured items can now be customized items as well as standard items. If users configure items without PCS projects, standard items are generated instead of customized items.

Baan/LN Tip of the Week: Optionally Include Tax Amounts In Order Balance

Kathy Barthelt 0 64803 Article rating: No rating
In Baan IV, the order balance amount always includes the tax amount. Consequently, the tax amount must be recalculated every time an order line is modified in order to update the balance correctly. If the tax provider is activated, this requires an API call for every re-calculation of tax.

In Infor LN, users can select or clear the new Include Tax in Order Balance check box in the COM Parameters (tccom0000s000) session to indicate whether users want to include tax amounts in the order balance amount. This parameter has an effect on various sessions in Order Management.

BPCS/LX Tip of the Week: Shop Order Status

Anthony Etzel 0 55006 Article rating: No rating

You can see the status of the Shop Order when using SFC300 Shop Order Inquiry. You want to be sure that your shop orders are at the correct status in order to report against them.

The following are the shop order status codes:

04 = The Shop order has been entered.

05 = The Shop order has been released and printed.

14 = The Shop order has been released, but not printed. If a shop order is at this status, you have released it and it is not printed due to a system failure, or the order has been put on hold.

XX = The Shop order is closed.

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

Anthony Etzel 0 54210 Article rating: 4.0
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.

Baan/LN Tip of the Week: What could go wrong with GRINYA?

Kathy Barthelt 0 66510 Article rating: No rating
One common GRINYA issue would be incorrectly entered Integration Setups.

Check the Baan/LN manual for recommended Integration setups. If such a mistake were to occur, it is important to know for what period of time the Integration was in error. It is recommended that the Integrations Setup tables be audited either through Baan or Database Auditing. Corrections can be quickly calculated when an exact timeframe can be determined.

Baan/LN Tip of the Week: Differentiating An Item By Supplier - LN

Kathy Barthelt 0 68716 Article rating: No rating

In LN, you can differentiate between items at various suppliers:

  • Locations (warehouses),
  • Purpose (planning, purchase)
  • Origin (supplier, warehouse)

Example

An item is supplied by two different suppliers. Supplier A ships in lots of 100 pieces due to how the item is packed. Supplier B ships the goods in units of 60 pieces.

You can define specific parameters for each supplier. The following sessions can be used to define these characteristics:
 
  • Items - Planning (cprpd1100m000)
  • Check Item Data by Warehouse (whwmd2210m000)
  • Item Supplier Plan (cpvmi0530m000)
These sessions define entities that have an n-to-1 relationship with the general item data.

 

BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 54626 Article rating: No rating

In Infor LX you need to determine how inventory will be moved in and out of warehouse storage locations, and which of the following transactions to use for inventory control:


  • A transfer transaction can be used to move inventory from one warehouse location to another warehouse location.
  • A production receipt transaction is used to add inventory to a warehouse location.
  • A material issue or backflush is used to reduce inventory from a warehouse location.

New Definition of Insanity: Collect data the same old way

Anthony Etzel 0 83235 Article rating: 5.0

Just because you've always done it this way doesn't mean it's the best way. The old way of doing things may get the job done, but is the job being performed efficiently, accurately, and on a timely basis?

People resist change because there is an element of fear behind change and having to learn something new. Sometimes it’s just that you’re comfortable with how things are done, and you don’t see the need to make any changes. 


Are you stuck in manual?

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Tips:  LX | BPCS | M3

Previously, Material Requirements Planning (MRP) preferred practices meant that the component's due date was the same as the parent's shop order release date. Because MRP trends have changed, the preference for this due date is the day before the release date of the parent. Although Infor LX already has this functionality in Shop Order Maintenance programs (SFC500), users could not change how due dates were determined for lower-level shop orders in Multi-Level Shop Order Release, SFC530D.

This enhancement provides an additional parameter for Multi-Level Shop Order Release. This parameter allows the user to change how the due date of the child components is determined. The Multi-Level Shop Order Release, SFC5302, has a new parameter for shop orders. The Due Date of Children = Release Date of Prent (Due Date of Children) field allows the user to set the due date determined for multi-level shop orders.

This feature uses different exchange rates in the user's inventory processes by using new macros in Post Inventory to G/L, INV920D. INV920 used macros limited by the Override Exchange Rate parameter set on the book in Book Definition, CEA105D3. If the Override Exchange rate parameter is set to No, the macro uses the Rate Type of the Book. If the Override Exchange parameter is set to Yes, the macro uses the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Warehouse Company, Order Company, or the Book regardless of the Override Exchange Rate parameter in the Book.

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Tips: LN | Baan

Is Your Infor ERP System the Elephant in the Room?

The Infor ERP Elephant in the Room That Must Be Addressed

In a recent survey of Infor ERP customers, we discovered that 50% of respondents said that they did not know whether or not their ERP system had the features and functionality required for their business.  50%....1 out of every 2……not good.

Why is this the case? Well, the causes can be traced back to one of the following reasons:

  • A key-person has retired or left the company and their knowledge left with them.
  • Systems were implemented based on how the previous system worked.
  • Upgrades and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. All the new features and functionality weren't researched so they are unknown and no one could be trained on them.


You may say “So what? Who cares if our team doesn’t know what else is available, or how the rest of the ERP system functions? Does it really matter?” It matters more than you think.

If you rely on an Infor ERP system to get your job done, you need to not only know what sessions to run, what fields are required, and what reports provide results, you also need to understand how the transactions impact the rest of the system. Without that understanding, you are inadvertently creating a departmental silo which can have a negative impact on the performance of the ERP for the rest of the company. 

Not knowing the functionality of the ERP results in limited use of the system as a whole. In my 25 years working with ERP systems, I have seen many cases where a company becomes frustrated with the limitations of the system only to discover that they were only utilizing 10-20% of the ERP system's capabilities. The system didn’t impose the limitation…it was the use of the system, or shall I say the lack of it, that was the culprit.

To be competitive in today’s economy, an ERP system should be able to move in lockstep with a business as its needs change. In order for this to happen, the entire company needs to be willing to change too. Part of this change involves taking advantage of the best practices that are built into the Infor ERP system. If you're not sure how to do that - you are not alone! Fully understanding your Infor ERP requires a team of capable users in each key department of your organization to marry the capabilities of the ERP system with your business objectives. Sounds complicated? Well, it doesn't stop there. Your team of capable users needs to communicate between the key departments to make sure one department's procedures don't handicap any other department. Once this level of understanding and communication is established, decisions can be made to take advantage of the most effective way to minimize costs, increase efficiency, improve quality and deliver the highest level of customer service possible…everything you invested in the Infor ERP system for in the first place, is now unleashed.

Not sure where to start? Crossroads RMC's consultants have this exact expertise and the skills to get you through tough times. Our expertise comes from years of experience, and best practices to evaluate your business processes and identify areas where improvement is needed. Whether you need to increase the return on your ERP investment or have no idea what to do next, our comprehensive ROI business case, cost estimates, benefits, and a plan of action will supply you with the information you need to add value to your business.

Request a free phone consultation>  or contact us to learn how to get started> solutions@crossroadsrmc.com  |  800.762.2077

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