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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

December Lunch & Learn Webinar for BPCS & LX!

ERP Data Analysis Made Easy!

Anthony Etzel 0 20103 Article rating: 5.0

Want answers to questions like…

  • Which lines of business are performing best, and what products are being sold?
  • Who are my top-performing sales reps, and what products are they selling?
  • What trends can I see based on my customers’ purchases?
  • What warehouse orders are planned over the next 6 months and do I have enough inventory on hand?

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Get all of this and more with easy drag and drop capability all without touching your ERP system or creating custom reports!


1:00 p.m. ET | 10:00 a.m. PT

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Learn How to Create Views for:

  • Accounts Payable
  • Accounts Receivable
  • Labor
  • Material Costs
  • Production
  • Sales Orders
    And more!

BPCS/LX Tip of the Week: Role-Based Security

Anthony Etzel 0 24929 Article rating: No rating

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, 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.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Strategies to Issue Materials – LN

Kathy Barthelt 0 37024 Article rating: No rating

LN offers you various levels of control for the issue of materials. You can specify a different method for each material.

Available methods to control the quantity of the issue:

  • Direct user control over the quantities to issue
  • Quantities determined by the allocations

Available methods to control the time of the issue. LN issues the material:

  • After a user gives a command
  • At the allocation date
  • Immediately when the production order is released

Special methods:

  • Backflushing
  • Floor stock

Optimize Your Manufacturing Today!

Flexfab Selects Crossroads RMC for Company Wide Implementation of Data Collection for Infor LN

Crossroads RMC 0 28834 Article rating: 5.0

Flexfab Horizons International, Inc, a global leader in the manufacture of high performance silicone and other advanced polimer products, has selected Crossroads RMC’s Data Collection Solution, RMC3, for their company wide solution for data collection. The initial implementation will take place in Q4 2017 at their location in Nottinghamshire, UK and will focus on improvements in warehouse management. Applications to be implemented include Receiving, Inspections/Approvals, Putaway, Stock Transfers and Stock Inquiry. Flexfab is already a long time user of RMClabel for all of their barcoding needs. This product is made to work seamlessly with all of Crossroads RMC's data collection applications, so the incorporation of this solution will also be part of this project. Implementation for Flexfab US will occur in early 2018.

BPCS/LX TIP OF THE WEEK: ARE YOU STILL USING HANDWRITTEN TICKETS FOR YOUR INVENTORY?

Anthony Etzel 0 23581 Article rating: No rating

This method of inventory tracking is slow, and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

 

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Are You Still Using Handwritten Tickets for Your Inventory?

Kathy Barthelt 0 37172 Article rating: No rating

This method of inventory tracking is slow, and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

 

Optimize Your Manufacturing Today!

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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

The Best Baan IV | Baan V | Infor LN Financial Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)

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