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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

Steps to undo an IDF modification and restore to the default

Anthony Etzel 0 28531 Article rating: 5.0

Changes are great, but if you want to undo an IDF modification and restore to the default, you need to follow these steps:

Reset to an Infor shipped view (“un-modify” it)

  1. Open the public node of an object you would like to reset to the shipped status. Notice that all of the standard views (i.e., those owned by Infor) are unmodified.
  2. Select the row with the Modified column = yes
  3. Select the Reset to default button on the toolbar
  4. Say Yes to the prompt
  5. The object is now back to the way it was shipped by Infor. Note that it now shows that it has not been modified. If you display the editor, you will see that the attribute you deleted has been restored. Note that only objects owned by Infor can be reset. If you change a standard definition, and later regret it, you can use this feature to restore it with a couple of clicks.

How to Improve Customer Shipments With OTTO - A Case Study

Anthony Etzel 0 22600 Article rating: 5.0

Setting Industry Service Standards

Shenandoah Manufacturing, a $20 million producer of poultry-raising equipment (heaters and brooders), had been having difficulty for some time shipping orders to customers in a timely manner. They had successfully implemented a popular ERP system and had been using it for more than 3 years, yet the situation didn't improve.

Customer Service Representatives were complaining about the frequent backorders and late orders. Employees were giving it their best effort, but were frustrated, and customers were threatening to take their business elsewhere.

The company considered installing an APS system as a possible solution, but found implementation would be difficult, expensive, and running the system might be a challenging task as a number of key business practices would have to be changed. A consultant familiar with OTTO suggested they look at that product as an alternative to APS. Several OTTO aspects cited by the consultant convinced them to consider a cursorily review. Specifically:

  • The non-intrusive nature of the product.
  • It's relative inexpensive initial investment.
  • The low overall total cost of ownership.
  • The integration with their ERP system.

The initial demonstration was impressive. OTTO was installed on Shenandoah's server within 45 minutes of arrival and, most impressively, it was fully functional with their real "live" data immediately. Needless to say, the demo was well received. Even more importantly Shenandoah was able to "test drive" the software to prove its applicability before making any dollar commitments.

According to Mark Shank, Information Systems Manager, some baseline measurements were made last year, and it was determined that approximately 50% of their customer orders had shipped on time. As they began using OTTO, on-time order performance rose to 90% for the month. And Shenandoah caught up on its entire backlog and started working ahead on February's orders. In February on-time shipment performance jumped to 92% and subsequently on-time performance has ranged somewhere between 98.3% and 99.5% — well above the 96% goal set by Management.

OTTO provides the means for keeping the whole production organization focused on the few things that have to happen as the ship date approaches to get each order shipped on time. Components that have the potential for delaying an order are identified so they can be managed. Shenandoah's staff, a precious and limited resource, now concentrates on analyzing information and managing the right things at the right time rather than digging out date. To quote one production control individual: "what use to take hours now takes seconds."

According to Roy Hackett, Plant Manager: "Knowing the right things to pay attention to at the right time"

Crossroads RMC's Analytics Dashboard serves as the perfect complement to extend your MES solution

George Moroses 0 26478 Article rating: 5.0

Did you know our Analytics Dashboard serves as the perfect complement to extend your MES solution?

Need real-time information regarding what shop orders are active, which lines are down, and overall OEE? Want to display all of this data in easy to understand graphs and charts with drill-down capability?

Contact us today to find out how our Analytics Dashboard can provide all of the information you need in real-time.

  • MES Work Center Job Step Status
  • MES Work Center Machine Status
  • MES Shop Order Status
  • MES Order / Operation Status
  • MES Order / Parts Status
  • MES Badge Status

Contact George Moroses to learn more.

Infor and Crossroads RMC Partner to Drive Success at Ridewell

Anthony Etzel 0 28603 Article rating: 5.0

Earlier this year, Ridewell Corporation inked a deal with Infor to move their BPCS 4.05 CD system to Infor LX. As part of that deal, Crossroads RMC’s MES software was selected to provide shop floor automation. 

For the ERP upgrade, Infor reached out to Crossroads RMC to provide support for both Finance and Data Conversion due to our positive track record with 4.05 CD to LX migrations. Crossroads RMC has extensive migration experience and developed a methodology for converting legacy 4.05 CD GL into CEA. 

The process Crossroads RMC developed makes it cleaner, more manageable, and easy to embrace from the client perspective. Infor also engaged Crossroads RMC to provide technical support to manage the data conversion, utilizing the Infor utilities and converting Ridewell’s 4.05 CD data to standard LX.

IDF: Defining the Attributes for a New Object

Anthony Etzel 0 23346 Article rating: 5.0

Attributes are the fields you define in your System i file.

You can begin by building your attribute list in Integrator by synchronizing the object with the host. This process reads the file definition from the System i and builds your list of attributes. The synchronize process will automatically run and read the definitions for the first occurrence of this file name within the library list. You can repeat this process manually multiple times if you change the file definition on the host by using the ‘Synchronize with Host’ option. However, the synchronization process will not recognize changed field names.

Non on key field attributes: The integrator requires a unique key for each object. If the host file already has a key, the synchronization process will automatically identify fields as part of the key as well as add a sequence number to multiple key parts. If the file does not have a unique key, you must either create a keyed logical file or identify the key manually. Key fields are the default sort order for all list views for an object.

Why do you need OTTO? Let’s let our customers tell you…

George Moroses 0 19970 Article rating: 5.0

“Our priorities change daily. It’s important to manage the priorities instead of having someone here in the office constantly expediting. We don’t want to run MRP every day, that would just introduce nervousness, all plans and priorities are likely to change and the flood of recommendations would be unmanageable. We run MRP once a week and rely on OTTO to track the constantly shifting priorities day-to-day.”  
Production & Inventory Control Manager, Top U.S. Crane Manufacturer

Learn More About OTTO

Crossroads RMC is proud to announce the release of the following dashboard views that come STANDARD with the LX Analytics Dashboard

George Moroses 0 21959 Article rating: 5.0

Standard Analytics Dashboard Views: 

  • 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)

Click Here to Learn More

If you can't see everything that happens on your shop floor, you are at a competitive disadvantage

Anthony Etzel 0 23153 Article rating: 5.0

If you’re not able to see everything that happens on your shop floor in real-time, you’re at a HUGE competitive disadvantage! Your competitors are running MES. 

Crossroads MES software provides:

  • A user-friendly interface and an easy exchange of information between the shop floor users and your ERP database. 
  • Planners the ability to schedule work to a specific machine or work area. In addition, it allows for work to be re-sequenced and split for better flexibility in scheduling shop floor activities.
  • Factory workers with the ability to receive the work schedule electronically as well as interacting with it by reporting transactional activity.
  • The ability to electronically display Drawing, Process Instructions, and Quality Instructions so you can eliminate, or minimize, the need for some of the paper on the shop floor.
  • The ability to pass shop floor transactional activity to dashboard displays as well as the ERP system. 

Click here to learn more about Crossroads MES 

or Contact Anthony Etzel today to learn more.

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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

Infor LN & Baan Tip: 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 impact the related outbound advice, shipments, or shipment lines.

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

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed: Changes made to the originating order are updated to the outbound order line. Related outbound advice and picking lists, if present, are deleted.
  • Not Allowed: A message is displayed, and input is blocked when trying to change the originating order line.

Canceling Outbound Order Lines

  • 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, related outbound advice and picking lists are also deleted.
    • Outbound order lines originating from manual order origins cannot be deleted when canceled.
  • Not Allowed: You cannot cancel the originating order line or the outbound order line. A message is displayed when attempting to cancel the originating order line.

Processing Canceled Outbound Order Lines

  • To process an outbound order line 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.
  • When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0.
  • A transfer order can be created to return the not-shipped goods to inventory.

Preventing Shipment When Canceling is Not Allowed

  • Complete the outbound and shipment procedures to prevent goods from being shipped.
  • When confirming the shipment line, set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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Kathy Barthelt

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