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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

Infor LX/BPCS Tips & Tricks for FINANCE: Override Exchange Rate

George Moroses 0 3326 Article rating: 5.0

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.

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Change SyncBillofMaterial BOD

George Moroses 0 2614 Article rating: 5.0

This enhancement provides the ability to enable setting facility-specific bill of material BOD's accounting entity from the facility's stocking warehouse's company. The bill of material BOD can be consistent with the bill of resources BOD which sets its accounting entity from the company associated with the facility's stocking warehouse.

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024

September 23-26, 2024

George Moroses 0 2932 Article rating: 5.0

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024
Empower Your Business with Innovation

September 23-26, 2024

As a Gold Sponsor, Crossroads RMC is thrilled to present four impactful LX Track sessions this year, designed to inspire and empower attendees to drive success within their organizations:

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Adding a Timestamp to LN Standard Tables

Kathy Barthelt 0 4737 Article rating: 5.0

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Kathy Barthelt 0 4909 Article rating: 5.0

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

Infor LN & Baan Tips & Tricks for FINANCE: Ledger Account Blocked Error

Kathy Barthelt 0 4471 Article rating: 5.0

When attempting to post to a ledger account, users may occasionally encounter an error indicating that the ledger account is blocked. To resolve this issue, navigate to the Chart of Accounts session (tfgld0508m000) and select the Miscellaneous tab. Once there, review the Blocking field. The available settings are:

  1. Free
  2. Blocked for manual input (integration transactions and other automatic transactions can be posted with this setting)
  3. Blocked for all purposes.
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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.

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

Introducing VJES (Visual Job Execution Software)

You would be hard-pressed to completely miss the stories in the news recently about quality issues in manufacturing. The crux of the issue has been a complete focus on production and a lack of focus on quality. Yes, it is a wonderful thing to get the goods out the door, but when you’re sacrificing quality, what good is it really?

There are specifications for production for a reason. Engineering exists for a reason. If products are not built according to exact design specifications, scrap is likely to go up, rework goes up, customer returns and/or service requests go up, and customer satisfaction and overall customer confidence in your product plummets.

Is all of that worth it to get the good out the door in the shortest amount of time possible?

Every manufacturer relies on a few core measurements to manage their operations. Measurements like efficiency, productivity, capacity, labor and equipment utilization are used by manufacturers across the globe to benchmark performance and assess the effectiveness of processes.

Quality needs to be part of that mix. Because measurements like efficiency and productivity don’t necessarily mean high quality, incorporating ways to ensure quality from the start can help to eliminate waste and rework.

Manufacturing quality is achieved through quality control using documented, repeatable, and measurable processes.

What if you could incorporate quality control in every operation, at every work center to not only ensure high-quality finished goods but also simultaneously train high-quality operators?

Introducing Crossroads’ ERP independent solution, VJES (Visual Job Execution Software). VJES is an electronic work instruction interface between engineering and the paperless manufacturing floor. VJES makes available only one version of the work instructions – the RIGHT one. By deploying up-to-date, visually rich work instructions, images, and videos, VJES gives production personnel the best opportunity to build it right the first time and provides a way to track worker productivity during the build at every step.

VJES Overview

VJES achieves RESULTS:

  • Turn new hire welders into specialized welders in 2 weeks
  • Improvement of quality score from 68/100 to 93/100 in 12 months
  • During the first month of use, employee training timeframe improved from 1 week, to 3 days.
  • First pass yield percentage at 100% for 8 months straight this year.
  • Able to incorporate a quality cell after productivity increased due to newfound bandwidth received when adopting VJES.


Request a demo or Contact us to learn more.

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Kathy Barthelt

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