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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

Is your team still manually entering UPS and FedEx information into your Baan or Infor LN system?

Kathy Barthelt 0 79 Article rating: 5.0

If so, those manual shipping steps are likely costing you time, money, and customer satisfaction:

❌ Re-entering shipping details into Baan or Infor LN

❌ Copy-pasting tracking numbers

❌ Delayed invoicing and frustrated customers

There’s a better way to manage your parcel shipping.

RMCship: Seamless UPS & FedEx Integration

RMCship is a powerful automation solution that fully integrates UPS WorldShip and FedEx Ship Manager directly with Baan IV, Baan V, and Infor LN.

We eliminate manual entry and streamline your entire workflow:
 

Before RMCship (Manual)

After RMCship (Automated)

Re-keying data into two systems      

✔️ Create cartons/pallets directly in ERP

Delayed tracking updates

✔️ Auto-send shipment data to UPS/FedEx

Manual tracking number entry

✔️ Instantly pull back tracking numbers, freight, and more 

Manual invoice updates

✔️ Auto-add shipping data to sales orders & invoices

The Results Are Clear:

Infor LN & Baan Tips & Tricks for OPERATIONS: Simulated Purchase Prices (ticpr1170m000)

Kathy Barthelt 0 394 Article rating: 5.0

Use this session to define simulated purchase prices for purchased items per site.

Field Information:

  • Cost Calculation Code - price calculation code
  • Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
     
  • ​Site - The site for which the purchase price is simulated.
  • Purchase Currency - The currency of the simulated purchase price.
  • Simulated Price - Purchase price

The simulated purchase price and currency are recorded twice.

  • Simulated Price Multi Currency - The purchase price in multiple currencies.

The simulated purchase price and currency are recorded twice. The amount in this field is related to the price of the supplier.

  • Unit - Purchase price unit
  • Cost Component - The cost component that must be of the type Material Costs.

Note: The cost component specified in this field does not become part of the standard cost detail structure if it is part of the cost component scheme of the selected item. If calculations are performed with a calculation code not used for actualization (simulations only), the simulated purchase price is mapped to the cost component defined in the records for this session.

Infor LN & Baan Tips & Tricks for TECHNOLOGY & FINANCE: Archiving Finalized Transactions

Kathy Barthelt 0 272 Article rating: 5.0

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up...

Infor LX/BPCS Tips & Tricks for FINANCE: Tax Code Table Window (WINZRTD)

George Moroses 0 238 Article rating: 5.0

Added total tax rate to accumulate the tax rate based on effective date for each tax code and added an action to display the Tax Rate Code Table window (WINZRCD). Tax Code Table subsets list of item tax codes when customer tax code is entered in Order Entry.

This enhancement provided the following new features:

Tax Code Table (WINZRTD)
Tax Rate Code Table (WINZRCD)
Order Entry (ORD700D9-06)
Purchase Order (PUR500-09 / PUR600-09)
Enhance Tax Code Table Window (WINZRTD)

READ MORE>

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Optimize PUR500 for WebTop Grid Performance

George Moroses 0 139 Article rating: 5.0

Improve subfile record loading to optimize for WebTop Grid performance.
Improve subfile loading in PUR500-07 to take advantage of WebTop Grid capabilities.

This enhancement allows the WebTop Grids allow users to personalize list-type screens such as PUR500-07 to display as many records as their presentation allows.  With WebTop Grids, the PUR500 user is no longer limited by the number of records that can be displayed in a traditional green screen subfile screen.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Add Item Description to Inbound Delivery Lines Selection

George Moroses 0 217 Article rating: 5.0

Inbound Delivery Line Detail panels have been enhanced. Item Description is added to the Inbound Delivery Lines Selection screen, and the number of lines displayed on the screen has been increased.

The Item Description is displayed in the user’s language, if available, else in base language. In addition, the Item Description shown on the Inbound Delivery Lines PO Detail panel has been enabled for multi-language support, and is also displayed in the user’s language, if available.

This enhancement provides additional detail about the items appearing on an inbound delivery.

Users can now see additional detail about the items on an inbound delivery. The item description is displayed in the user’s language, if defined. The redesign of the Inbound Delivery Lines Selection panel also allows more delivery lines to be displayed to the user.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

An ERP System Review is NOT a Report Card

It's a no-judgment-review - we promise!

report card C minusWe all remember our school days and the nervousness that we felt when it came time to get our grades. Even if we were doing well, we were still nervous. Sometimes we experienced that same nervousness when it came time for a performance review on our job. Nervousness…sometimes dread…knowing that our performance was not what we wanted it to be, or others expected it to be. 

Somehow I think the feelings that we felt in our past often find ways to creep into our present. I have seen this recently when I suggested an ERP system review to one of our customers. They immediately became flustered and thought about every possible problem that they knew existed within the software and how they were currently using it. I asked them to consider the purpose of the ERP system review.

An ERP Utilization Review will:

  • Document how your company is using your ERP system (or a particular aspect of the system) and to what extent the system meets the needs of the business.
  • Identify challenges encountered using the software.
  • Create opportunities for improving business processes and generating additional value.
  • Identify potential risks and areas that need improvement.


key hole to the futureSo, if the result of ERP system review is to establish a path forward for growth based on current status, then why doesn’t every company take advantage of it? I think for some, the answer lies in the feelings of nervousness and dread still stuck in the recesses of our brains.

An ERP system review or more specifically a utilization review is NOT a personal report card, or performance review showing how well a particular individual does his/hers/their job, nor is it an attack on the team that implemented the software. 

As they say, hindsight is 20/20. What we view now to be a less than ideal implementation methodology may have been absolutely appropriate at the time the software was originally deployed. The software has likely matured and the skillsets of the individuals responsible for the system have likely matured as well. In some cases, those resources are no longer with the company, leaving those that remain with no back story as to how and why implementation decisions were made.

Instead of viewing the ERP utilization review as a reason to find fault in previous decisions, think of it as discovering untapped potential – both of the ERP system and the people who use it. Viewing an ERP utilization review in this way puts a positive spin on it and allows us to challenge ourselves to identify opportunities for growth far greater than anything we imagined before. This means not only moving our businesses forward faster but also advancing the strength of the company as individuals and as a team.

What untapped potential lies within your company?

Consider a utilization review of your entire ERP system, or just a part of it like Finance, Technology, Materials Management, Order Processing, or Shop Floor Control. You just might be surprised at what greatness can be achieved… far greater than anyone could have imagined.  

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800.762.2077

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Kathy Barthelt

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