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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 EXECUTIVES

George Moroses 0 4578 Article rating: 5.0

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
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.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Shelf Life Days and Retest Days

George Moroses 0 2937 Article rating: 5.0

This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

Infor LN & Baan Tips & Tricks for EXECUTIVES:

Kathy Barthelt 0 6360 Article rating: 5.0

OPERATIONS: Order Quantity Dependent Routings vs Default Routings
Order quantity-dependent routings
An automatically selected routing tailored to a specific production order quantity is useful. An example would be if the production order quantity is large, a routing with high production rates is used; If the order quantity is small, another routing is selected.

You can set up these quantity-dependent routings:...


FINANCE: Integration Transactions - 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...


TECHNOLOGY: Infor LN Rest API
Frequently Asked Questions (KB2316174)

Infor News You Can Use: Discover the Power of Advanced Planning & Scheduling with industry expert Greg Keating

Kathy Barthelt 0 4452 Article rating: 5.0

CloudSuite® Industrial APS - Effective Planning & Scheduling

Learn what it is, how it works, and how it can transform your manufacturing operations.

Logo

Presented by

Greg Keating, Senior Solution Consultant, Infor

About this talk

Bring the future into closer focus If you are like most manufacturers today, managing your planning and scheduling resources has become a major challenge. The disrupted supply chain, workforce availability, equipment capacity, sporadic market demand, and changing customer expectations all contribute to the complexities of planning. Having the right resources available is essential for keeping production flowing and ensuring customers receive orders on time. In this session we will focus on Advanced Planning and Scheduling (APS) capabilities within CloudSuite Industrial. Our Infor expert will share: - What APS is, how it varies from traditional Manufacturing Resource Planning and the difference between Planning and Scheduling within CSI. - The basic configuration requirements needed to effectively utilize APS and available-to-promise/capable-to-promise (ATP/CTP) functionality. We'll also look at the key differences between these solutions - Examples of advanced applications that help identify accurate and reliable commitment dates.

Watch now On-Demand >

Infor On-Demand: 67min talk

Bring New Life to Your Infor LN & Baan ERP System

Kathy Barthelt 0 3909 Article rating: 5.0

Bring New Life to Your ERP System

Did you implement your ERP system 5 or 20 years ago? Back then, it was like a brand-new car—sleek, fast, and efficient. It may have needed minor adjustments, but 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?

While ERP systems are designed to last, your business evolves. Customer needs change, employees come and go, and you are left with a system that may run “fine” but lacks its original spark.

GOOD NEWS: You can restore that “new car smell” with a utilization, or business process review.

What is a Utilization or Business Process Review?

Our consultants review your Infor ERP system's current usage and related business processes to make recommendations that reinvigorate your system and its users.

Does My Organization Need One?

While every company could benefit, it's especially worthwhile if you have a specific problem to solve or a goal to achieve.

Financial Benefits Include:
Technology Benefits Include:

Join Us at inPOWER 2024!

George Moroses 0 4846 Article rating: 5.0

We are excited to invite you to the Infor user group inPower event this September 23-26, 2024.

As a Gold Sponsor, Crossroads RMC is proud to support this premier event. Here are some reasons you should attend:

  • Networking: Connect with peers and industry experts.
  • Product Updates: Discover the latest features and future roadmaps.
  • Training: Participate in hands-on workshops and expert-led sessions.
  • Problem Solving: Learn from other users’ success stories.
  • Influence: Provide feedback to Infor’s product development teams.
  • ROI: Gain insights on maximizing your Infor investments.
  • Community: Engage with special interest groups and regional user communities.

This event is a great opportunity to enhance your knowledge, solve challenges, and optimize your use of Infor solutions. Don't miss out!

What's in it for me?

inPower has something for everyone!

Technology:
Operations:
Finance:
Executives:

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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

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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