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Infor Customer Meeting: LX, XA, and System21 All-Hands Call Infor Customer Meeting: LX, XA, and System21 All-Hands Call

Infor Customer Meeting: LX, XA, and System21 All-Hands Call

Live Webinar for all Users - Wednesday, April 20 2022

Crossroads RMC 0 14847 Article rating: 5.0

Infor Customer Meeting: 
Live Webinar for all Users

Wednesday, April 20
11:30am - 12:00pm EST

Please join Infor leadership, who will discuss the exciting future strategy for our LX, XA, and System21 customers in the Americas. In this session, we will cover our stated direction, product future, and how this will positively impact your business.  Additionally, we will discuss the driving forces behind these changes and how our study group of customers has been reacting.  Whether you are a long-time customer or a relatively new customer of Infor’s, we welcome you to join this brief update of the future of your ERP solution and introduce you to the Infor team that will service and support your organization.

Our GM of the Americas, Bill Vellante, and VP of the Americas, Jay Allison will host this 30-minute session.

RSVP now

Join Event

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Infor ERP Tip: Top 5 Ways Modern Analytics Reduces Spreadsheet Risk & Inefficiency

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 20215 Article rating: 5.0

Spreadsheets are often the tool of choice for many organizations to store and arrange information for financial planning, analytics, compliance, and more. Ironically, for many business processes that involve managing data, it creates the exact opposite effect––silos of information and inefficiency. And because it stores organizational data in a readily sharable way, there is a high risk of exposing confidential information.

Read this Infor best practice guide to discover the top five business processes that a modern data and analytics architecture can automate and deliver far more value than spreadsheet-driven techniques.

Infor Best Practice Guide: 5 Ways Modern Analytics Reduces Spreadsheet Risk and Inefficiency

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Infor LN & Baan Tip: Cost Component Setup

Kathy Barthelt 0 18589 Article rating: 5.0

To break down an item’s standard cost, sales price, or valuation price, use cost components. With cost components, you can compare estimated and actual costs, calculate production variances, and analyze costs in Standard Cost Calculation.

If cost components are set up in a detailed way, detailed records...

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Manual Processes Are Killing Your Productivity Manual Processes Are Killing Your Productivity

Manual Processes Are Killing Your Productivity

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 15615 Article rating: 5.0

Nearly 70% of workers say that the biggest opportunity of automation lies in reducing time wasted on repetitive work.

Which repetitive tasks would workers most like to see automated? A recent study by McKinsey Global Institute found that there are three productivity killers that workers are eager to automate:

  1. Data Collection: Eliminate human error and manual data entry by automatically collecting, uploading, or syncing data into a system of record (55%).
  2. Approvals: Become more efficient by automating approvals, sign-offs, and confirmation requests (36%).
  3. Updates: Reduce wasted time by automatically requesting status updates and other information (32%).

Workers believe that automating these tasks will reduce wasted time (69%), eliminate human error (66%) and recover hours lost to manual, repetitive tasks that could be automated (59%).

Too expensive you say? Too big of an effort to make it happen?  Not necessarily...

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Infor LX & BPCS Tip: Hold Status - Customer Orders

George Moroses 0 14963 Article rating: 5.0

How do I know which orders are on hold? – Pick Release / Pick Confirm

Orders that are on credit hold, customer hold, user hold, margin hold, credit card hold, or pricing hold cannot be selected for Pick Release or Pick Confirm. The ORD952B, Orders Not Selected Report, can be requested at Pick Release or Pick Confirm to list any order that would normally qualify for selection, but has been excluded for other reasons, and to print that reason. ORD952B has been modified to validate the hold status of the original customer order, instead of the intercompany automation warehouse order that is being processed, and to print a reference to the original customer order along with the reason.

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Collaborate IN-PERSON With Infor LN Users

LN North America User Group - Face-to-Face 2022 (lnnaug.org)

Kathy Barthelt 0 17320 Article rating: 5.0

Exciting News - LN North America User Group Annual Meeting is Face-to-Face in 2022! (lnnaug.org)

Crossroads RMC is proud to sponsor the LN North American User Group Annual Meeting on April 19 & 20, 2022 in Columbus, Ohio.

Are you ready to collaborate IN PERSON with other Infor LN (ERP LN) customers? Would you like a chance to speak to Infor team members in Product Development, Product Management, and Software Development?

Then this FREE event is for you! 2 Full Days of learning sessions, customer stories, discussion groups, and networking. Join us!

To Register →

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Infor LN & Baan Tip: Project Status Options

Kathy Barthelt 0 18164 Article rating: 5.0

Ever wonder what the implications are of choosing one project status versus another?

Here is the explanation of project status possible values:

Free
You can carry out project engineering. This means that you can:

  • Define the project master schedule (PMS) by using the Project Control module.
  • Maintain the project structure.
  • Maintain the customized product structure by using customized bills of material and routing sheets.
  • Carry out project estimating.

Simulated
You simulate the rough capacity requirements planning...

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Infor LX & BPCS Tip: How Items Are Selected for a Cycle Count

George Moroses 0 13948 Article rating: 5.0

The Cycle Counting Sub-System Within Inventory Management

The system uses the following information as the basis for cycle counting selection:

  • Cycle Counts/Year: The system calculates the time between cycle counts based on your entry in this Item Master file field for each item (optional).
  • Last Cycle Count Date: This date is in the Location Inventory file, ILI, if you use locations, or in the Warehouse Inventory file, IWI, if you don't.

The system adds the time between cycle counts (calculated as described above) to this date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it is greater than today's date, the item is not selected, it is not due yet for cycle counting.

There is another special condition that causes an item to be selected for cycle counting. If the ILI/IWI record of the item has a Y in the Cycle Flag field, the item is selected automatically. This flag indicates that the item's on-hand balance has gone to a negative value sometime since the last cycle count. That applies even if the value is not negative at selection time. The programs that can set this field are INV500D, INV510, and BIL540.

You can also limit the items selected for counting by specifying limits of the item numbers or warehouses to be searched.

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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
/ Categories: Infor LN & Baan Tips, Finance, Operations, Technology, Executive

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Can accounts receivable invoices be uploaded into LN using Excel?
Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice header, export it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail.

1a. Open the transactions (tfgld1101m000) session and create a batch.

1b. Insert a transaction type, used for creating sales invoices, like ACR, and open it.

2a. The Sales Invoices (tfacr1110s000) session starts. Maintain the invoice header and save it. For example sales invoice ACR 4497.

2b. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

2c. In the excel file created during previous step, add the headers for the invoices to be uploaded. Notice if for the transaction type the Documents in Fixed Sequence checkbox is ticked in the Transaction Types (tfgld0511m000) session, the document number for the not-yet existing invoices to be imported in LN should be equal to the default series for this transaction type. Otherwise, so if the Documents in Fixed Sequence checkbox is not ticked, the desired document numbers can be maintained in the excel file.

2d. In the Sales Invoices (tfacr1110s000) session in the Actions menu select Export and Import -> Settings, and make sure the Import Only in This View checkbox is NOT ticked. Then select in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it. Afterwards the invoice headers should be visible in the Sales Invoices (tfacr1110s000) session.

3a. Navigate to the first invoice, select Lines. The Transactions (tfgld1102m300) session opens. Maintain at least 1 line and save it.

3b. Open the line created in the prior step. Notice the detailed version of the Transactions (tfgld1102m300) session opens.

3c. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

3d. In the excel file created during previous step, add lines for the header invoice numbers as available in the Sales Invoices (tfacr1110s000) session (as per step 2d).

3e. In the detailed version of the Transactions (tfgld1102m300) session in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it.


OPERATIONS: MPS Planned vs. MRP Planned
When deciding what items should be MPS (Master Production Schedule) planned and what items should be MRP (Material Requirements Planning) planned, it's crucial to understand the nature of the items and their demand sources. Here's a breakdown:

  • Master Scheduled Items:

    • Master Scheduled Items are typically finished goods or service items.
    • These items receive their requirements from both Independent and Dependent demand sources.
       

  • Independent Demand:

    • Independent demand cannot be calculated from higher-level demand in the product structure.
    • It is driven by forecasts or actual customer orders, primarily applicable to Finished Goods or Service parts sold to customers.
       

  • Dependent Demand:

    • Dependent demand is derived from higher-level demand in the product structure.
    • It includes components, raw materials, and sub-assemblies.
    • Dependent demand items are not typically part of Master Production Scheduling (MPS).
       

  • Service Parts:

    • Service parts can have both independent demand from forecasts or customer orders and dependent demand from higher-level demand if they are used in sub-assemblies or other products.
       

  • Cumulative Lead Time:

    • Cumulative Lead Time is a concept used in MPS.
    • It combines the fixed lead time and variable lead time required to produce a product.
    • It represents the longest path through a Bill-of-Materials (BOM).
    • Your ERP system will calculate the cumulative lead time (Critical Path) based on MPS setup options.
       

  • Infor LN Approach:

    • Infor LN does not differentiate between MPS and MRP planning.
    • It uses Enterprise Planning (EP) with one set of planned orders.
    • While you can set up items and generate orders at plan levels, it's not always necessary.
    • In theory, you could treat plan level 1 similar to MPS items.
       

  • Defining Independent Demand in LN:

    • In LN terms, independent demand is demand not related to other planned items.
    • Dependent demand comes from related planned items higher up in the BOM structure.
       

  • COLT (Cumulative Order Lead Time):

    • COLT exists in the purchase and manufactured planned items.
    • It considers non-critical and critical lead times based on components marked as critical.
    • Once calculated, COLT can be used to update the order and planning horizons of a planned item.

Relevant Sessions:

In Baan IV:

  • Maintain Item Data (tiitm0101m000)
  • Generate MPS (timps3201m000)
  • Maintain Master Production Schedule (timps3101m000)
  • Display Planned Inventory Movements by Item (timrp1510m000)
  • Display Planned MRP Purchase Orders (timrp1521m000)

In Baan V:

  • Plan Item Data (cprpd1500m000)
  • Item Master Plan (cprmp2101m000)
  • Time-Phased Overview (cprrp0520m000)

In Infor LN:

  • Item – Planning (cprpd1100m000)
  • Item Master Plan (cprmp2101m000) - Same as Master MPS if used


TECHNOLOGY: Are you running the latest Infor components?
Always good to stay on top of new releases for your various Infor components. Here is a list of knowledge base articles that you can check for the components listed below:

For the last Infor LN, Infor Baan5, and Infor Baan4 porting set see KB 22923520

For the last BaanIVc 6.1c porting set see KB 22923521  No fixes are made based on the 6.1c porting set.

For the last Worktop set see KB 22881488 For the last BW set see KB 22881483 For the last EME set see KB 22866552 For the last Office integration set see KB 22867312 For the last Dynamic Form Editor see KB 22881485

For more information and assistance, you can contact Crossroads RMC at 800.762.2077 or via email at solutions@crossroadsrmc.com.

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Kathy Barthelt

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