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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

BPCS/LX Tip of the Week: Shelf Life Days and Retest Days

Anthony Etzel 0 32578 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. The user is now able to change non-QMS lot controlled items even when a QMS product is installed.

Baan & LN Integration News: Playing Telephone Can Get You In Trouble

Kathy Barthelt 0 28121 Article rating: 5.0

Somehow information must be relayed from one person to another, and the “connection” (as it turns out) is pretty manual, and error prone.

How about moving into the 21st century and eliminate the manual effort. How about automating your integrations? Learn About Crossroads RMC Consulting

We have tied Baan and Infor LN to:

  • Warranty systems
  • CRM systems
  • Web portals
  • Automated batch picking systems, and so much more!

Contact me to find out how we can automate the communication between your systems, so you don’t have to worry about what got lost in translation.

Baan/LN Tip: New Mapping Scheme

Kathy Barthelt 0 43233 Article rating: 5.0
After a new mapping scheme is copied from an existing one, it is possible to check transactions in a simulation mode, before activating the new scheme. However, before the simulation can take place, the new mapping scheme needs to have completed the “Check Mapping Scheme” step. When the check is completed, a transaction can be simulated by highlighting it and from the Specific menu, selecting “Map with Specific Mapping Scheme.” Any errors can be corrected without having to activate the new mapping scheme.

Anthony Etzel- Featured Speaker at inPower 2019

Anthony Etzel 0 22981 Article rating: 4.5

Infor IDF is replacing green screens for inquiries and release LX 8.4 for file maintenance. This session will show you how to use IDF over your non-LX file. 
 

Many Companies have IDF and are not effectively using it. This session will cover:

  • Building a business object (Intergrator) 
    • How to create a logical expression
    • How to make a field a maintainable field with IDF
  • Views 
    • How to create custom views
    • How to navigate in IDF and create search subsets

Pushing Forward In the Face of Adversity. Soundview recently suffered a major loss when fire struck on January 30, 2019.

Crossroads RMC 0 19968 Article rating: 5.0

Soundview Paper lost their main building when disaster struck. This building housed offices, their computer center and part of their manufacturing facility. The loss including hardware, networks, system data backups, etc. Crossroads RMC was contacted immediately to assist in the recovery of their BPCS V6 system. With limited backups and a full team effort, Crossroads RMC assisted in the acquisition of new hardware and are currently in the midst of helping to bring their system back to life. Soundview has secured support from various partners to make all this happen, and we are privileged to be part of the team. A lot of work has been done so far, but we have a long road ahead. Users will soon regain access by the end of this week,  and as required, Crossroads RMC will provide the necessary consulting support from our LX team to get Soundview back up and running. We are communicating with them daily, as we work thru this process.

BPCS/LX Tip of the Week: Facility Period Close

Anthony Etzel 0 31408 Article rating: No rating

The Facility Period Close process, as introduced in Infor LX 8.3.4, was designed to function interactively. 

The expectation was that clients with a continuous or 24-hour worldwide operation in multiple facilities would submit the Period End Close jobs for each facility as daily operations ceased or shifts ended for each facility. This process was designed to function interactively so that validations of users performing transactions that conflicted with period end processing, and resulting messages, were immediately sent to the period end user. 

This enhancement provides a batch mode for the Facility Period Close (INV930) process and allows the Update IIM Inventory from IWI (INV931) process to be submitted from the INV930B program. The enhancement also provides a batch mode for the INV931 process. For example, a user has a 24-hour operation in facilities around the world, but a centralized IT operation. With this enhancement the user can submit the individual facilities to be closed to a batch process that can be managed by a scheduler, automatically releasing each facility to be closed at a predetermined time.

Flexfab Expands Their Use of Crossroads RMC Data Collection for All LN Installations Globally

Data Collection News

Kathy Barthelt 0 19136 Article rating: 5.0

Flexfab Horizons International, Inc, a global leader in the manufacture of high performance silicone and other advanced polimer products, has made the decision to expand their use of Crossroads RMC’s Data Collection Solution, RMC3, to their China location. The initial implementations in Nottinghamshire, UK and the United States took place in 2018, and the China implementation is expected to be completed by Q2 of 2019. All installations focus on improvements in warehouse management in Infor LN. Applications implemented include Receiving, Inspections/Approvals, Putaway, Stock Transfers and Stock Inquiry.

Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series)

Vertex Q to Vertex O… the ABC’s of tying this to Baan IV

Kathy Barthelt 0 18350 Article rating: No rating

Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series), and was able to successfully complete this project in under 3 months. This project was completed using Crossroads RMCconnector as a web service to read the Vertex tax data and pass the information back into Baan for further processing. Triggers were created to handle the following processes:

  • Sales Order Lines
  • Print/Reprint Order Acknowledgement
  • Print Sales Invoice (Both compose and final)
  • Purchase Order Lines
  • Purchase order Acknowledgement
  • Purchase Order invoice
  • Manual Finance Invoice (Compose, print and post)
  • Post Integration transactions
  • Finalize batch
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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

Kathy Barthelt

Infor LN & Baan OPERATIONS Tip: MPS Planned vs. MRP Planned

When deciding what items should be MPS (Master Production Schedule) planned and what items should be MRP (Material Requirements Planning) planned, it's crucial to understand the nature of the items and their demand sources. Here's a breakdown:

  • Master Scheduled Items:

    • Master Scheduled Items are typically finished goods or service items.
    • These items receive their requirements from both Independent and Dependent demand sources.
       
  • Independent Demand:

    • Independent demand cannot be calculated from higher-level demand in the product structure.
    • It is driven by forecasts or actual customer orders, primarily applicable to Finished Goods or Service parts sold to customers.
       
  • Dependent Demand:

    • Dependent demand is derived from higher-level demand in the product structure.
    • It includes components, raw materials, and sub-assemblies.
    • Dependent demand items are not typically part of Master Production Scheduling (MPS).
       
  • Service Parts:

    • Service parts can have both independent demand from forecasts or customer orders and dependent demand from higher-level demand if they are used in sub-assemblies or other products.
       
  • Cumulative Lead Time:

    • Cumulative Lead Time is a concept used in MPS.
    • It combines the fixed lead time and variable lead time required to produce a product.
    • It represents the longest path through a Bill-of-Materials (BOM).
    • Your ERP system will calculate the cumulative lead time (Critical Path) based on MPS setup options.
       
  • Infor LN Approach:

    • Infor LN does not differentiate between MPS and MRP planning.
    • It uses Enterprise Planning (EP) with one set of planned orders.
    • While you can set up items and generate orders at plan levels, it's not always necessary.
    • In theory, you could treat plan level 1 similar to MPS items.
       
  • Defining Independent Demand in LN:

    • In LN terms, independent demand is demand not related to other planned items.
    • Dependent demand comes from related planned items higher up in the BOM structure.
       
  • COLT (Cumulative Order Lead Time):

    • COLT exists in the purchase and manufactured planned items.
    • It considers non-critical and critical lead times based on components marked as critical.
    • Once calculated, COLT can be used to update the order and planning horizons of a planned item.

Relevant Sessions:

In Baan IV:

  • Maintain Item Data (tiitm0101m000)
  • Generate MPS (timps3201m000)
  • Maintain Master Production Schedule (timps3101m000)
  • Display Planned Inventory Movements by Item (timrp1510m000)
  • Display Planned MRP Purchase Orders (timrp1521m000)

In Baan V:

  • Plan Item Data (cprpd1500m000)
  • Item Master Plan (cprmp2101m000)
  • Time-Phased Overview (cprrp0520m000)

In Infor LN:

  • Item – Planning (cprpd1100m000)
  • Item Master Plan (cprmp2101m000) - Same as Master MPS if used


For more information and assistance, you can contact Crossroads RMC at 800.762.2077 or via email at solutions@crossroadsrmc.com.

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