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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

IDF News: IDF Maintenance

George Moroses 0 31803 Article rating: 5.0

The Infor Development Framework (IDF) provides two options that you can use to review information about jobs that are in the job queue or underway at the workstations and change the status of unattached jobs or review detailed information for specific unattached jobs.

                Option 5 – Job Status Maintenance: Use this option to review information about jobs that are in the job queue or underway at the workstations. You can also delete records of jobs in the Job Activity (JOBACT) file.

                Option 6 – Unattached Job Status Maintenance: Use this option to change the status of an unattached job. You can also review detail information for a selected unattached job.

About 65% of the world’s population are visual learners. This extends into the ERP software realm, too.

Infor LX & BPCS

George Moroses 0 37420 Article rating: 5.0

Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LX & BPCS
  • Sales Bookings (ECH)
  • Accounts Receivable (RAR)
  • Accounts Payable (APH)
  • Planned Orders (KFP)
  • Purchasing (HPH)
  • Shop Order Material (FMA)
  • Shop Order Operations (FOD)
  • CEA
  • Order Booking (ECS)
  • Labor History (FLT)
  • Sales History (SIH)
  • Material Status (IIM/ILI)

To learn more visit our Analytic Dashboard webpage.

Consulting News: How do I identify the processes that impact my ERP upgrade?

Crossroads RMC 0 39964 Article rating: 5.0

Identify all of the processes that impact my ERP upgrade

  • Identify all current users that transact/execute transactions
    • List users by transaction type/functional area
    • List users by shift worked (off-shift resources often support multiple areas/functions)
    • List users by time frame of use (Daily, Weekly, Monthly, Annually)
       
  • Identify all users that receive reports from the system
    • List last run date of all reports, queries and owners
       
  • Identify all data extract programs/routines
    • Downloads to Excel/Access databases
    • Downloads to Labor / Payroll Reporting Systems
    • Downloads to Assets Management Systems
    • Downloads to Third Party Logistics partners
    • EDI messages for requirements downloads to vendors
    • EDI Input for Order Entry, ASN, and Quotes.
    • Downloads/uploads to vendor Quality Management Systems

Infor LX & BPCS Tip of the Week: MPS vs. MRP

George Moroses 0 39634 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/ERP LX will calculate 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.

You’ve got a handle on your inventory requirements, right? Are you confident you can handle a rush order, or ten rush orders?

Baan & LN Add-Ons

Kathy Barthelt 0 29743 Article rating: 5.0

RMCbuild gives you the ability to report a component’s gross requirement, shortage, on-hand inventory, on-order inventory, allocated inventory, inspected inventory, production or work orders due to replenish component inventory, buyer or planner, and/or item group… and more.

RMCbuild takes all the surprise and guess work out of inventory planning. Give your employees the tools they need to do their job effectively.

Avalara isn't only tax calculation and returns filing....

Baan & Infor LN

Kathy Barthelt 0 34853 Article rating: 5.0

Did you know that in addition to tax calculation and returns filing, Avalara can also help with:

  • Business license and tax registration
  • Streamlined Sales Tax qualification
  • Nexus analysis and compliance
  • Tax document management including exemption certificates
  • Audit preparation

Contact us today! We partner closely with Avalara to provide you with solutions on ALL version of Baan and Infor LN!
 

Infor LN & Baan: Is Your House All In Order?

Kathy Barthelt 0 27160 Article rating: 5.0

Have you successfully closed all of the fiscal, tax and reporting periods for 2019 and closed the year? Sometimes this task hangs out there looming because either people don’t know what needs to be done, or there is a fear there are going to be problems.

Let Crossroads RMC’s expert finance consulting team help you through this.

Move into 2020 with ease! Contact Kathy Barthelt today to put together a plan for your close.
800.762.2077

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Tips:  LX | BPCS | M3

Previously, Material Requirements Planning (MRP) preferred practices meant that the component's due date was the same as the parent's shop order release date. Because MRP trends have changed, the preference for this due date is the day before the release date of the parent. Although Infor LX already has this functionality in Shop Order Maintenance programs (SFC500), users could not change how due dates were determined for lower-level shop orders in Multi-Level Shop Order Release, SFC530D.

This enhancement provides an additional parameter for Multi-Level Shop Order Release. This parameter allows the user to change how the due date of the child components is determined. The Multi-Level Shop Order Release, SFC5302, has a new parameter for shop orders. The Due Date of Children = Release Date of Prent (Due Date of Children) field allows the user to set the due date determined for multi-level shop orders.

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.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for OPERATIONS: Update, Cancel or Remove Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may affect the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  • Update the outbound order line if the originating order is changed.
  • Cancel the originating order line and the outbound order line.
  • Delete the canceled outbound order line.

If updating is allowed, changes made to the originating order are updated to the outbound order line and the related outbound advice, and, if present, picking lists, are deleted.

If updating is not allowed, a message is displayed, and the input is blocked when you try to change the originating order line.

If canceling is allowed, the outbound order line is deleted or set to Canceled when the originating order line is canceled.

When a canceled outbound order line is deleted, if present, the related outbound advice and picking list are also deleted. Outbound order lines originating from manual order origins cannot be deleted when canceled.

To process an outbound order line that is not deleted but set to Canceled, the outbound order line must be set to Shipped. The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed to process the outbound order line.

When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0. You can create a transfer order to return the not-shipped goods to inventory.

If canceling is not allowed, you cannot cancel the originating order line or the outbound order line. A message to that effect is displayed when you try to cancel the originating order line.

To prevent the goods from being shipped when canceling is not allowed, you must complete the outbound and shipment procedures. When confirming the shipment line, you must set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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