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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 6046 Article rating: 5.0

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track all order holds added & released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Security Manager

George Moroses 0 4614 Article rating: 5.0

New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves but are only allowed to access regular LX programs if granted authority by an LX security officer.

VJES (Visual Job Execution Software) for Infor LN & Baan

Kathy Barthelt 0 5087 Article rating: 5.0

​Every manufacturer relies on a few core metrics to manage operations: efficiency, productivity, capacity, and labor and equipment utilization. These benchmarks are used worldwide to assess performance and process effectiveness.

What if you could integrate quality control into every operation at every work center to ensure high-quality finished goods and simultaneously train high-quality operators? Manufacturing quality can be achieved using documented, repeatable, and measurable processes.

Introducing Crossroads RMC's ERP-independent solution, VJES (Visual Job Execution Software). VJES is an electronic work instruction interface that bridges engineering and the paperless manufacturing floor. VJES ensures that only one version of the work instructions is available—the correct one. By deploying up-to-date, visually rich work instructions, images, and videos, VJES provides personnel the best opportunity to build it right the first time and tracks worker productivity throughout the build process.

VJES achieves RESULTS:

  • Turn new hire welders into specialized welders in 2 weeks
  • Improve quality scores from 68/100 to 93/100 in 12 months
  • Reduce employee training time from 1 week to 3 days within the first month of use
  • Maintain a first-pass yield percentage of 100% for 8 consecutive months this year
  • Incorporate a quality cell after productivity increases due to the bandwidth gained from adopting VJES
     

Contact us to learn more, or Request a Demo today!

800.762.2077

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

Kathy Barthelt 0 5562 Article rating: 5.0

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.

Infor LX/BPCS Tips & Tricks for FINANCE: Default Billing Reason Code from User Order Class

George Moroses 0 4028 Article rating: 5.0

This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

Infor LN & Baan Tips & Tricks for OPERATIONS: Order Quantity Dependent Routings vs Default Routings

Kathy Barthelt 0 6828 Article rating: 5.0

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:

Infor LX/BPCS Tips & Tricks for OPERATIONS: Track all order holds added & released

George Moroses 0 4056 Article rating: 5.0

Enhancement: Order Hold Audit Functionality

This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

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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 Tip: The ABC’s & 123’s of Serialized Items
Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service, serialized items can start their respective life cycles in As-Built mode or As-Maintained mode. Each serialized item, with or without its installation group, can be covered by a service contract or a warranty.

The serialized item status

Serialized items can be status controlled. Each serialized item can have the following status:

  • Startup - The serial number has been assigned, but the item is not yet included in a service order or contract. You can only change the status to Active.
  • Active - The serialized item is part of a service order or contract. You can only change the status to Revision.
  • Revision - You can only change the status to Active.


Serial numbers

A unique serial number is assigned to every manufactured item or purchased item. The serial number is assigned to track the item in its life cycle. You can define a dummy serial number for an item. The dummy serial number is a temporary number and can be used to monitor the item until a permanent number is assigned. For each serialized item, you can define an alternative serial number for customer reference. You can use the alternative serial number to search for items when you register calls, create service order activities, or register parts lines for a maintenance sales order.


Serialized item groups

You can group serialized items by serialized item groups. A serialized item group is a group of serialized items with similar features. You can define the serialized item groups that you need, for example, to categorize the skills required for the maintenance of the items, or as a basis for enquiries and reporting. For example, you can select service engineers on the basis of their skills for a specific serialized item group.


Serialized items in physical breakdown structures

Serialized items are the building blocks of physical breakdown structures. A physical breakdown structure is the relationship definition of a set of serialized items with their underlying parts and assemblies. Some serialized items, such as a photocopier, have a simple structure whereas other serialized items such as a ship or an aircraft have a complex structure.

A top serialized item occurs at the highest level in the physical breakdown structure, while the underlying structure consists of assemblies that are either effective or outdated. Use the Tree View option to display a graphic view of the structure.

Each serialized item in the breakdown can be linked to a functional element, with a common function across the entire structure, and can be used to group serialized items based on the functional importance.

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Kathy Barthelt

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