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Infor LX & BPCS Tip of the Week: Reports to Analyze Company Performance

You know what ERP data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, 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.

BPCS & LX FINANCE REPORTS:

BPCS:

  • GLD240 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any range of Profit Centers and accounts in the GL Master. 
  • GLD250 - Journal Entry Audit Report
    • This report answers the Audit need. It provides Journal detail for selected Journal Sources and includes Reference fields that tie GL transactions to the Subsystem source. 

Infor LX

  • CLD220 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any account range from a customized Chart of Accounts. Year and Period selectivity, along with Journal Source choices, allow for as focused a view of an organization's GL activity as an accounting department needs. 
  • CLD285 - CEA Audit Report
    • This report answers the Audit need. It provides Journal detail for all Account Strings selected and includes Reference fields that tie GL transactions to the Subsystem source.


BPCS & LX MANUFACTURING REPORTS:

BPCS / Infor LX:

  • CST270 – Shop Order Cost Variance & WIP Report
    • This is by far the best total picture of what happened on any Shop Order from several perspectives (cost/efficiency/overall performance).
       
  • INV220 – Stock Status Summary & INV210 – Turnover Analysis
    • ​Both of these reports give you a view of how your inventory is moving to use as a measurement of the Planning Settings and which items need closer review.
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Tips:  LX | BPCS | M3

Two big sources of inefficiencies in manufacturing are paper and spreadsheets. I know that you love ‘em, but they are the cause of more problems than you probably realize. Think of how long it takes you to get paper based data into the hands of those who can do something valuable with the data. Are you capturing all of the information correctly? Timely? What about those spreadsheets? Can everyone access that information across your organization? Is that data married with all of the related data regarding your operations to give your executive and middle management the information they need when they need it?

Make your shop floor paperless and put in place systems that talk to one another and automatically pull and push data to and from your ERP so that you can look in one place for all the information you need to run your business effectively.

If you’re not doing this today, you might as well be burning money.

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.

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Tips: LN | Baan

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