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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 Tip of the Week: Inventory Transfers for Outside Operations

Anthony Etzel 0 29809 Article rating: 5.0

This enhancement allows users who currently perform outside operation processing in shop floor programs to manage the transfer of components used in the outside operations to the vendor’s designated warehouse.

This enhancement provides modified and new INV511D screens and adds new logic to allow the user to identify all shop orders that have components linked to outside operations or to identify all the components linked to an outside operation on a shop order. The shop orders can be filtered by either a date range or by a specific vendor.

Inventory Transfers for Outside Operations enhances the management of external operations by providing screens that simplify the selection of the shop orders or items to transfer to a vendor.

Transfers to the vendor warehouse are performed in the Inventory Transfers, INV511D, screens.

Infor LX / BPCS Tip of the Week: Optional Authority to Maintain Reason Codes

Anthony Etzel 0 30154 Article rating: 5.0

This enhancement allows users to update Reason Code Maintenance, INV140D1, for Transaction Effects that they are not authorized to in any other programs. A new system parameter was added to Inventory Parameters, INV820D. The enhancement allows users who do not actually perform transactions in Infor LX to maintain the reason codes for the transactions.

Infor LN / Baan Tip of the Week: Deleting Records

Kathy Barthelt 0 45831 Article rating: 5.0

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving describes several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

Explore your IDF programs

Anthony Etzel 0 27477 Article rating: 5.0

If you haven't already, you may want to start to explore your IDF programs. Currently they provide the replacement for the 300 series inquiry programs. In addition, navigation drill downs are far superior to any green screen presentation of the data.

Consistently meet customer commitments without last minute surprises

George Moroses 0 17215 Article rating: 5.0

What if you had a solution that allowed you to consistently meet customer commitments without last-minute surprises and unexpected extra effort and cost?

We do this by preventing slippage — slippage is any break in the plan that disrupts both normal material flow and the rhythm of the plant that is preventable by timely key user intervention.
Click here to learn more about OTTO, On-Time Orders.

Crossroads RMC and FIFCO to partner on an Infor LX / ION Project

Anthony Etzel 0 35557 Article rating: 5.0

A quote from the Applications and Development Manager at FIFCO…

"FIFCO has a long standing relationship with Crossroads RMC. Over the past 20 years, Crossroads has been committed to our success. We chose Crossroads to implement ION for the technical expertise and in-depth knowledge they have of ERPLX. I have found this to be true of all the consultants I have worked with over the years from Crossroads. I hope for FIFCO USA and Crossroads RMC to continue their partnership for many more years to come."

BPCS / LX Tip of the Week: Inventory Period Balance Freeze

Anthony Etzel 0 30556 Article rating: 5.0

This enhancement provides clients the ability to store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels. Infor LX clients can back date inventory transactions into the immediate previously closed period, and thus update what was saved as the opening/ending balance throughout the current open period. 

Tracking the opening/ending/period balance for each inventory period can give users insights into the levels of inventory for each item, item/warehouse and item/warehouse/lot/location combination.

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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

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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Kathy Barthelt

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