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

Kathy Barthelt 0 61387 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.

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Baan/LN Tip of the Week: Default Order Frequency

Kathy Barthelt 0 68207 Article rating: No rating

In Baan IV, requirements for an MPS item with the order method lot-for-lot result in daily planned MPS orders.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, an MPS planning run generates one planned MPS order of 200 pieces for each working day in the plan period.

In Infor LN, requirements for a planned item with the order method lot-for-lot result in one planned order per plan period.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, a master planning run will generate a single planned order of 2000 pieces for the first working day in that plan period. To influence the order quantity of the planned orders, enter appropriate values in the Maximum Order Quantity field and the Order Interval field in the Items – Ordering (tcibd2500m000) session or choose a fixed order quantity.

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BPCS/LX Tip of the Week: What is Lean Make to Order?

Anthony Etzel 0 50901 Article rating: No rating

This is a simple way to go from the customer order to making the order and shipping the order. It involves a few simple steps:

  1. Receive and enter the customer order
  2. Automatic credit review
  3. Automatic release of the shop order tied to the customer order
  4. Issue material, report labor to the production order receipt
  5. Pick the order, ship the order, invoice the customer

With lean, you can skip processing the demand through MRP. You can go directly from the customer order to the shop order creation.

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PDIC Goes Live with Crossroads MES

Anthony Etzel 0 42969 Article rating: 5.0

PDIC, a leading producer of wire products, went live with the Crossroads MES solution on June 30th,2014. PDIC needed a better way to deploy and report shop floor information to BPCS 6.02. Their goal was to eliminate all their manual reporting and position themselves to take advantage of the Crossroads Dashboards.

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Baan/LN Tip of the Week: Negative Inventory

Kathy Barthelt 0 78689 Article rating: 5.0

If Location Control is turned on in Baan IV, then inventory should never be negative.

If Location Control is not turned on in Baan IV, and the parameter “Negative Inventory Allowed” in INV Parameters is set to “NO”, then inventory should never be negative.

In Baan V and LN, the parameters in Inventory Handling Parameters determine whether you can have negative inventory. If these parameters are set to “NO”, then inventory should never be negative.

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BPCS/LX Tip of the Week: Establish Costing For Purchased Items

Anthony Etzel 0 63248 Article rating: No rating

How Does Infor LX Establish Costing For Purchased Items?

In LX, you will establish a standard cost (you define the standard) that LX will use for the purchase items. You also need to establish in LX the Cost Type, the Cost Bucket, and the Cost Set needed for cost accounting.

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BPCS/LX Tip of the Week: Alternate Items

Anthony Etzel 0 63391 Article rating: No rating

How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

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Crossroads MES Version 11 Released

Anthony Etzel 0 45101 Article rating: No rating

Crossroads MES Version 11 was rolled out in March, 2014. Some of the new features include a new GUI interface, improved End of Shift review functions, pre-formatted production label printing, and an electronic shop packet on the factory worker Job In screen.

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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 ERP Tips, Infor LN & Baan Tips, Services News, Support, Training & Workshops, Finance, Manufacturing

Infor LN & Baan Tip of the Week: Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)


BAAN & LN MANUFACTURING:

Baan IV

  • Print Actual Cost by Production Order ticst0401m000
    • This report can be run at any time in the production order’s life to show how hours-spent and material-used compare between estimated and actual usage.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Baan V

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Infor LN

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Utilization report from– Print Resource Order Plan cprrp0430m000
    • This report from Enterprise Planning will show all orders from planning and production. By incorporating both order types, capacity issues can be seen short range where planning has determined that new orders are needed, as well as long range where planners may find opportunities to shift work or even to plan machine maintenance.

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Kathy Barthelt

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