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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: Downtime Reasons

Anthony Etzel 0 50023 Article rating: No rating

Using SFC600 to enter downtime.

You are tracking downtime and using SFC600 to enter the downtime, but you don’t know where to go to setup downtime reasons. You can set up the downtime reason codes in the INV application by selecting the reason code maintenance program INV140D1.

Once you are in the reason code maintenance program, position to the transaction effect code “D”. Using the transaction effect code “D” you can now setup as many downtime reason codes as needed. The reason code field is alpha numeric, so be creative with your reason code assignments.

Baan/LN Tip of the Week: Restricted User Access

Kathy Barthelt 0 60407 Article rating: No rating
Administrators are able to restrict access in Baan in several ways – including Companies, Packages, Modules, Sessions, and Tables – using the Authorization capabilities of the system.

In Baan IV, access can be given or denied on a user by user basis.

In Baan V and LN, the Authorization Management System can provide or deny access based upon roles to which users are assigned.

BPCS/LX Tip of the Week: Work Center - Cells

Anthony Etzel 0 49765 Article rating: No rating
The LMP module (Lean Manufacturing Process) uses work centers but refers to them as production cells.

A cell is one or more work centers that produces an end item. So when a company decides to adopt the lean manufacturing philosophy, the concept of work centers takes on a new meaning.

In lean terms, the work center, or group of work centers, becomes a production cell. In other words, a mini-factory producing end items with similar characteristics.

Baan/LN Tip of the Week: Closed, Final Closed, Provisional Close – What’s The Difference?

Kathy Barthelt 0 64017 Article rating: No rating

Fiscal, Reporting and Tax Periods can have status Open, Closed or Final Closed. If a period is Closed or Final Closed, you cannot post entries to those periods. If a period is Closed, you can re-set it to Open and post entries. If a period is Final Closed, you cannot post and you cannot set it back to Closed or Open.

A Provisional Close is run at year-end to bring the balances forward for the new year without having to close the previous year. A Provisional Close can be run as many times as you like. After a Final Close, a Provisional Close cannot be run.

The Provisional Close allows you to continue into the new year with all financial reporting and not have to rush with the Final Close until all adjusting entries are made and any final signoffs have been completed.

Baan/LN Tip of the Week: Product Families

Kathy Barthelt 0 62370 Article rating: No rating

In Baan IVC, plan items on the lowest plan level were automatically actual items (not product families). All plan items on higher plan levels were product families.

The relationship between a product family and items on lower plan levels was defined in a planning bill of material.

In Infor LN, every family item must be defined in the Item Base Data module. A family item can exist on any plan level. The relationship between a family item and items on lower plan levels is defined in aggregation relationships.

Aggregation relationships in Infor LN are much more flexible than the planning bills of material in Baan IV. For example, users can define aggregation relationships between items on the same plan level.

BPCS/LX Tip of the Week: Create the Master Schedule

Anthony Etzel 0 47611 Article rating: No rating

In the master schedule creation, you have the flexibility to enter a planning start date, or default to the facility planning start date. Infor LX uses the planning date to plan both orders with forecasts and customer orders as demand.You can create your master schedule from the Master Production Scheduling module (MPS).

No one cares how hard you work! How you can do more, while doing less – know your MO.

David Dickson 0 46725 Article rating: 5.0

Would you like me to tell you a dirty, little secret?

No one cares how hard you work. Sure, some people will notice if you seem to be working hard. Your spouse or companion might note that you seem tired, stressed, not as much fun, or just aren’t around much, but they care about the consequences, not how hard you work. Your boss might note happily that his staff seems busy, things are humming along, but you can be sure that when it is review time she gets no credit for “keeps staff very busy.” Nor will the boss give you extra points for being busy. It is about results.

People outside your personal life, beyond your coworkers, might notice that you are hard to contact, perhaps because you are so busy. But trust me, customers do not care why they can’t get hold of you, and they will not see it as a positive.

Infor and Crossroads RMC are proud to offer a joint webinar on Taking Your Shop Floor Paperless - August 28th, 2014.

Anthony Etzel 0 37478 Article rating: No rating

Taking Your Shop Floor Paperless - Webinar, August 28th, 2014.

During this webinar, you will learn about the Crossroads MES Shop Floor Solution which gives you the ability to do all the following and more:

  • Collect production data
  • Provide real time feedback to your workers and your management team
  • Integrate to machines on your shop floor to pull counts directly
  • Provide up-to-date electronic versions of shop floor paperwork at the work center
  • Monitor your production against your key performance indicators
     

Join us on Thursday, August 28th at 12:00 p.m. Eastern to learn more.

TO REGISTER:

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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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Tips: LN | Baan

Infor LN & Baan Period End & Fiscal Year End Processing Checklist

Year-end is always a busy time and it is easy to forget things that must be done in your ERP system to close out the year properly and also set you up for a good start to the following year. Here are some things that you should make sure to add to your to-do checklist:

The year-end close process provides an opportunity to:

_____ Remove discontinued items.

_____ Remove sold purchase receipts.

_____ Remove lot attributes for sold lots.

_____ Update standard cost based on current cost field (for environments without Manufacturing only).

Prepare for Year-End Close

_____ Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.

_____ Check for any applicable sales and purchase invoices/returns and post.

_____ Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.

_____ Determine how to handle new year transactions without posting.

_____ Determine what new standard costs should be entered for the upcoming year. (Manufacturing)

_____ Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders. (Manufacturing)

Finance Specific Items:

_____ Set up the financial periods for 2022 (fiscal, reporting, and tax, as applicable).

_____ Open period January in 2022.

_____ Finalize any outstanding transactions from the current year (2021).

_____ Soft-close any open periods in 2021.

General Baan/LN Tips:

_____ Issue any old sales invoices.

_____ Fix any outstanding financial integration errors.

_____ Set up new integration mapping for 2022 as needed.

_____ Test the mapping in a test environment prior to the new year.

_____ Review & update jobs as needed to ensure they will process in 2022.

_____ Determine for cash-flow purposes, what purchase invoices won’t be paid until 2022.

_____ Make sure that calendars are set up for the new year with holidays properly indicated.

_____ Check jobs to make sure any that are hard-coded with dates will point at the new year.


Want even more tips for year-end processing? See the following documents in the Infor Knowledge Base:

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

Need help? Contact us and we’ll be happy to walk you through what needs to be done to ensure that everything is done correctly and completely. 1.800.762.2077 or solutions@crossroadsrmc.com

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Kathy Barthelt

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