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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: Understanding What Goes On – Out on the Factory Floor

Anthony Etzel 0 23146 Article rating: No rating

Ok… so you want to know the status of a specific shop order that was released two days ago.

What do you do?

It’s a sure bet that you have a manager, supervisor, or planner who can walk the floor and find the order at whatever work center it happens to be at. He/she can then answer “what operations have been completed and how many were completed?” All this requires leg work, and of course, a fair amount of time.

Now, if you have setup your BPCS master files properly, and you report transaction activity, you should be able to get those shop order statuses much faster using the SFC300 Shop Order Inquiry Screen.

At your fingertips you can see:

  • Release date & due date
  • How many hours remain in total and at each operation
  • The quantity required, what was finished and the remaining quantity
  • What components (materials) have been issued

Pretty basic information, right? Are you getting what you need to know? If not, then you may want to reexamine how your BPCS files are setup and what transactions along with their frequency are captured.

Optimize Your Manufacturing Today!

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ERP Data Analysis Made Easy!

Anthony Etzel 0 21751 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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BPCS/LX Tip of the Week: Role-Based Security

Anthony Etzel 0 27086 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 39561 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!

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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 Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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Kathy Barthelt

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