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Infor ERP Tips & News from the Experts

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

What are your production orders telling you?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 14069 Article rating: 5.0

MEASURE WHAT YOU WANT TO IMPROVE!

Six simple words, but put together they convey a powerful concept that can transform manufacturing companies. It’s a basic concept that’s hard to argue with: Collect data, see where the data leads you, and make changes that have a positive impact on the data. Repeat often.

If your company is manufacturing a product, you’re...

Infor LX & BPCS Tip: MPS Planned vs. MRP Planned

George Moroses 0 14155 Article rating: 5.0

What items should be MPS planned, and what items should be MRP planned?
Master Scheduled Items are those items that are finished goods, or service items, that receive their requirements either specifically from Independent demand, or both Dependent and Independent demand.

  • Independent Demand is demand that cannot be calculated from higher-level demand in the product structure, and therefore must be either a forecast or an actual customer order (Finished Goods or Service parts sold to customers).
  • Dependent demand is derived from higher-level demand in the product structure. Dependent demand includes components, raw materials, and sub-assemblies. (these are not normally Master Scheduled Items).
  • Service Parts may have both independent demand from forecast and/or customer orders, as well as dependent demand from higher-level demand if that item is also used in other sub-assemblies or products.
  • Cumulative Lead Time is a concept used in Master Production Scheduling (MPS) that combines the “fixed” lead time, and the “variable” lead time needed to produce the product. It is the longest path through a given Bill-of-material. Based on the MPS setup options, Infor LX (ERP LX) will calculate the cumulative lead time (also called “the Critical Path”) for you (use the “indented BOM” display in BOM300 and find the item with the longest lead time “L/T”). Note: You may have to use Action 21, Line Detail, to see the “L/T” lead time for each item.

Infor LN & Baan Finance Tip: MPS Planned vs. MRP Planned

Kathy Barthelt 0 19182 Article rating: 5.0

What items should be MPS planned, and what items should be MRP planned…

Master Scheduled Items are those items that are finished goods, or service items, that receive their requirements either specifically from Independent demand, or both Dependent and Independent demand.

  • Independent Demand is...

LX User Group Event: Infor Partner Spotlight | Crossroads RMC

Tuesday, May 10 | 12:00pm - 1:00pm ET

Crossroads RMC 0 15910 Article rating: 5.0

LX User Group Event

Tuesday, May 10 | 12:00pm - 1:00pm ET
Infor Partner Spotlight | Crossroads RMC

Come hear recent success stories with Crossroads RMC's software MES Ultimate, Analytics Dashboard, and Avalara's interface, along with consulting services that focus on a joint upgrade and MES project with Infor.

Register now →

Crossroads RMC Welcomes Robert Brown!

Crossroads RMC 0 14802 Article rating: 5.0

Crossroads RMC Welcomes Robert Brown, as a Sr. Business Consultant!
Bob brings 30+ years of shop floor and project management skills to Crossroad RMC. He is a self-starter that has progressively mastered the Manufacturing, Supply Chain, and Finance modules within Infor LX. Bob will get started with EDI/ECM set up for new trading partners and within the Supply Chain ranks. Bob is a great addition to the Crossroads RMC team, and we look forward to his leadership expertise on implementations and upgrades in the near future.

You can benefit from a business process review only if...

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 15978 Article rating: 5.0

Did you implement your ERP system 5 years ago… or maybe 20 years ago? At the time, it was like a brand new car… sleek, fast, top-of-the-line, and fuel-efficient. And although it may have needed a few minor “adjustments”, overall you were very pleased. Fast forward to today. Does it still have that new car smell? Does it run as efficiently as it used to? Do you know how to fix a problem when it occurs?

While ERP systems are certainly designed to last, over time, your business changes, your customers’ needs change, employees change and you are left with a system that may run “fine”, but you certainly don’t feel the same way about it as you did when it was brand new.

So the good news is that you CAN restore that “new car smell” with a utilization review, or business process review.

What is a Utilization or Business Process Review and Why Do I Need One?
Simply put, a business process review is an...

Dashboards vs. Reports – What do they offer and which do I need?

Crossroads RMC 0 22165 Article rating: 5.0

Companies are collecting oceans of data, and struggle with transforming it into usable information. Most businesses focus on two methods of sharing data - the report and the dashboard. While these two terms mean many things to many people, it is important to understand what these terms mean and how the report and dashboard have similar features but they are not the same thing.  

What is a Report?

A report is meant to be used to gather detailed intelligence on the operations within an organization, thus a report can be either very broadly covering a wide scope of related information, or narrowly focusing on details of a single item, purpose, or event. All of this information, while presented in a report, is meant to be a snapshot in time.

Quite often, a report is built within the ERP system itself and often is constrained by the graphical and user limitations within the ERP. More often than not, large amounts of data are exported to Excel where added features allow for better manipulation of the data to a format that is digestible by users. Regardless, the data is only valid for that moment and time.

What is a Dashboard?

A dashboard is a graphical interface that provides at-a-glance views revolving around answering a central question. For example, an executive may ask you for up-to-the-minute details on "how the business is doing?". The answer to that question is as complex as the organizational structure of the company, but it is probably very simply measured with approximately 10 metrics. Those 10 metrics can likely be analyzed in chart form, and can and should be combined into one chart when the numbers are relatable or are on a similar scale. All these things should be considered when building a dashboard.

Dashboards, similar to the one in your vehicle, display critical data. Imagine driving down the road and having to push a bunch of buttons to find out how much fuel you have left, or having to pull over and pop the hood to check the oil pressure. It would be dangerous and a waste of your precious time. Your car's control panel or dashboard displays the most crucial information in an easy-to-use, graphical way.

How do Dashboards and Reports differ?

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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

Kathy Barthelt

Infor LN & Baan Tips & Tricks for FINANCE: Integration Transactions - Compression

Compression

Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value:

  • The source financial company.
  • The destination financial company.
  • The transaction type and series.
  • The ledger account and dimensions.
  • The transaction currency.
  • The fiscal year and the financial period, the tax period, and the reporting period.
  • The integration document type and the Debit/Credit indicator.
  • If related gain and loss transactions are generated, the same compression criteria are used to compress these.

Note: Intergroup transactions are not compressed.

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Kathy Barthelt

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