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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