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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

Baan/LN Tip of the Week: Month End Miscellaneous To-Do’s

Kathy Barthelt 0 91449 Article rating: No rating
  • Print Sales Order History Information - all invoices processed through sales
  • Check Inventory Valuation - this should tie out to your inventory accounts
  • Print Integration Information - see all postings from WIP to finished goods
  • Print G/L Transaction Information - print specific transaction types for any GL account
  • Print Lot Control Information - will show where serial numbers were used

Optimize Your Manufacturing Today!

5 Steps to Getting Everyone On Board With Change

Anthony Etzel 0 33230 Article rating: 4.0

In almost every project, in every industry, I found that the management team or the project team felt that change was necessary. However, talk is cheap when the rubber meets the road. Getting people to embrace change is very challenging.

In an attempt to help realize why change is sometimes necessary for a business to survive and thrive, here is my view on change, presented for your consideration:


C: ChaosLoss of control, no clear definition of what is about to happen. How will things change? For what reason(s) do they need to change? Yes, for a period of time, you may feel like the ground beneath you isn’t solid.

H: Hostility- Will you have more work? Will you lose your job? You will be stressed, which may lead to anger?

A: AloneWhy is this happening to you? Why do you feel like you are the only one who isn’t embracing the change?

N: Nightmare - Most people are afraid of the unknown, and dread uncertainty. They go to great lengths to stay where they are to avoid going down a new path. A new path is scary.

G: Grief

BPCS/LX Tip of the Week: Accurate Job Costing

Anthony Etzel 0 54087 Article rating: No rating

Standard costing is really a ‘best guess’ at labor costing -- these numbers are often inaccurate, incomplete or out of date.

Accurate job costing requires the capture of all tasks associated with a specific product or job, including direct and indirect labor in setup, production, and customer service.

Inaccuracies in the collection of time allocated to machinery and the use of materials can result in the inability to properly pass those charges through to the customer, reducing company profitability.

Basically, you can’t manage what you can’t measure -- and you can’t measure what you can’t track. So the inability to track time-to task ultimately inhibits maximum utilization of the workforce. Unproductive activities remain hidden from sight -- managers don’t have the information needed to understand where wasted time exists, and therefore cannot create an action plan to remove it.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Accurate Job Costing

Kathy Barthelt 0 83409 Article rating: No rating

Standard costing is really a ‘best guess’ at labor costing -- these numbers are often inaccurate, incomplete or out of date.

Accurate job costing requires the capture of all tasks associated with a specific product or job, including direct and indirect labor in setup, production and customer service.

Inaccuracies in the collection of time allocated to machinery and the use of materials can result in the inability to properly pass those charges through to the customer, reducing company profitability.

Basically, you can’t manage what you can’t measure -- and you can’t measure what you can’t track. So the inability to track time-to task ultimately inhibits maximum utilization of the workforce. Unproductive activities remain hidden from sight -- managers don’t have the information needed to understand where wasted time exists, and therefore cannot create an action plan to remove it.

Optimize Your Manufacturing Today!

Tip of the Week: Ways to Manage the Pain of Losing a Key Employee Before it Ever Happens

Anthony Etzel 0 59754 Article rating: No rating
  • Sit down with your IT team. Decide how the information will be captured and where it will be stored so that employees have access to it. What software tools need to be used to capture the information? How does it need to be organized? Create a repeatable process to make this easy for your staff.
     
  • Interview the person. Have them talk you through his/her job. What are the things they do every day? What are their biggest challenges? How do they overcome them? 
     
  • Have someone shadow the person for a week. Watch what they do and how they do it. Ask questions. Who does he/she interact with in their department? Outside of their department? Why?
     
  • Find out what tools he/she uses to perform their job? Are there spreadsheets?  Reports within your ERP / outside of your ERP? Separate stand-alone databases? Drawings? Websites? Why does he/she use them?
     
  • Video record how the person does their job. Is their technique critical to “doing it right” the first time and not ending up with a bunch of scrap that you can’t reuse?
     
  • Figure out if the person does anything special on a monthly, quarterly, or annual basis that might not come up during the observation period or interview. 
     
  • Map how he/she uses your business system and how that impacts the rest of the company. Understand both the “what” and the “why”. Without this, new employees may end up figuring out what they need to do, but never understand why they need to do it.

Optimize Your Manufacturing Today!

Tip of the Week: Ways to Manage the Pain of Losing a Key Employee Before it Ever Happens

Kathy Barthelt 0 75053 Article rating: No rating
  • Sit down with your IT team. Decide how the information will be captured and where it will be stored so that employees have access to it. What software tools need to be used to capture the information? How does it need to be organized? Create a repeatable process to make this easy for your staff.
     
  • Interview the person. Have them talk you through his/her job. What are the things they do every day? What are their biggest challenges? How do they overcome them? 
     
  • Have someone shadow the person for a week. Watch what they do and how they do it. Ask questions. Who does he/she interact with in their department? Outside of their department? Why?
     
  • Find out what tools he/she uses to perform their job? Are there spreadsheets?  Reports within your ERP / outside of your ERP? Separate stand-alone databases? Drawings? Websites? Why does he/she use them?
     
  • Video record how the person does their job. Is their technique critical to “doing it right” the first time and not ending up with a bunch of scrap that you can’t reuse?
     
  • Figure out if the person does anything special on a monthly, quarterly, or annual basis that might not come up during the observation period or interview. 
     
  • Map how he/she uses your business system and how that impacts the rest of the company. Understand both the “what” and the “why”. Without this, new employees may end up figuring out what they need to do, but never understand why they need to do it.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: How to Move From Good to Great - Manufacturing Optimization

Anthony Etzel 0 58399 Article rating: No rating
  • Are you tracking downtime? Is it done manually, or with some type of automation or application that gathers information in real-time, or is it based upon history?
  • If you are measuring team effectiveness by shift, you know there are significant differences between them. Have you figured out why?

One of our automotive customers was experiencing significant inefficiencies and difficulties with their receiving operations. After analyzing their operation, we discovered a disconnect between how they were tracking their incoming goods and what their ERP system thought was on hand.

This disconnect created time-consuming steps to process incoming material and determine where the material was needed. The manual process slowed production, caused additional staffing needs and hindered their ability to effectively get needed material to the assembly line. They chose to implement our data collection solution to automate the process.

Since implementing the solution, receiving and moving material was quicker, more accurate and efficient. This enabled the addition of another assembly line, increasing production volume – without adding staff.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: How to Move From Good to Great - Manufacturing Optimization

Kathy Barthelt 0 71670 Article rating: No rating
  • Are you tracking downtime? Is it done manually, or with some type of automation or application that gathers information in real-time, or is it based upon history?
  • If you are measuring team effectiveness by shift, you know there are significant differences between them. Have you figured out why?

One of our automotive customers was experiencing significant inefficiencies and difficulties with their receiving operations. After analyzing their operation, we discovered a disconnect between how they were tracking their incoming goods and what their ERP system thought was on hand.

This disconnect created time-consuming steps to process incoming material and determine where the material was needed. The manual process slowed production, caused additional staffing needs and hindered their ability to effectively get needed material to the assembly line. They chose to implement our data collection solution to automate the process.

Since implementing the solution, receiving and moving material was quicker, more accurate and efficient. This enabled the addition of another assembly line, increasing production volume – without adding staff.

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Archiving Concept

Companies are developing procedures for entering data into an ERP system and for archiving manuals, drawings, specs, and other hard-copy documents. However, in many cases there is no defined procedures to store historical electronic data. Archiving electronic data should be an integral part of your business processes. 

Generally, archiving is the process of moving historical data from the operational environment to a special archive environment. At home, you might move old bank statements from a closet in your study to a box in the attic. At the office, you might store old hard copies of purchase orders in a room far from your own desk. Just because you no longer need the information in your daily work, does not mean you can dispose of the information. In terms of electronic data in your ERP system, archiving means moving historic data from the operational company to a special archive company; in that way, the historic data will be out of your way and safely stored. To free up disk space on your machine after you have archived the data, you can also move the historic data to an external medium.

Archiving strategy:
Archiving historical data is an irreversible process. After data is moved to the archive company, the data can no longer be uploaded back into the operational company. Archiving has a direct effect on the accessibility and availability of information; therefore, you must define a robust archiving strategy which addresses three major topics: What, When, and Who.

Business requirements:
Your business requirements determine what must be stored and for how long. For example, if you have a warranty situation on your projects for five years, you might be required to keep your project open during this time, or you may keep the project in an archive company. Therefore, if the project must remain open, no project-related information, including orders and integration transactions, can be archived.

Every business manager must decide how long what data must be stored in an operational environment for quick access. Reporting requirements must also be listed.

Legal requirements:
In most countries, legal requirements apply to financial data. Tax authorities may require financial data to be stored for a minimum number of years. Additionally, in specific lines of business such as food and beverages or aerospace, governments maintain specific legal requirements, which impact your archiving strategy.

User requirements:
Users rely on historical information. For example, a customer service employee may need to have shipment information of up to one year in the past to accurately address customer queries. These requirements must also be taken into account when you define what can be archived.

Data to be archived or deleted:
Various parties related to your company use information based on logistical and financial transactions occurring in the past. Before you archive or delete this information, you must investigate the need for the information.

Your ERP system contains standard archiving sessions in all major modules. These sessions are designed to copy historical data to the archive company, and then delete the data from the operational company. 

You have three options in archiving sessions:

  1. Archiving and deleting: Data is transferred to the archive company and then deleted in the operational company.

  2. Deleting: Data is deleted in the operational company, but not archived.

  3. Archiving: Data is transferred to the archive company, but not deleted in the operational company.

Using option 1 or 2 makes archiving irreversible. If you archive only because you want to preview the results, the archiving can be done a number of times.

Usually, in archiving sessions, you can also specify:

  • The date up to which the data must be archived
  • If texts must also be archived
  • If texts that already exist in the archive company must be replaced

In addition to archiving logistical and financial data, you can archive general data. 

Delete sessions:
In all major modules, your ERP system contains delete sessions. These sessions only have delete functionality, no archive functionality. Consequently, they are used to clean up data in the operational company, not to transfer data to the archive company. For more information about these delete sessions, see the "Delete sessions" sections under the various modules. For example, see Delete sessions under Procurement.

After data is deleted using delete sessions, the data is no longer available in the operational company. However, parameter settings may determine whether history data is logged when you remove specific data. If required, you can archive the history using the appropriate archiving session.

When can data be archived?
Based on the answers to the previous question, you can now set a term of retaining relevant historical data in your operational environment, and a term of keeping data available in the archive environment.

Who can archive data?
Because archiving is an irreversible process, a certain risk is involved. For example, what if one of your employees starts up an archiving session by mistake? For this reason, you must determine who is authorized to archive and delete data, and then set up these authorizations with the functionality your ERP system offers.

Because no further changes must be made to archived data, access to the archive company must also be restricted to read-only authorization for most users.

Match strategy with ERP functionality: 
After you list all your requirements, the next step is to verify whether the standard ERP functionality is sufficient to facilitate your needs. Usually, your ERP system provides the functionality to meet all of your needs, but must not force you to compromise. We recommend that you avoid customizing your software, however, because we are looking for long-term operational-data storage, customizations must not be ruled out entirely. An example is the requirement to show, in one report, the data from the operational company and archive company. In the current version, this is not standard functionality, but this can be important to manage your business. What can be even more important, if you are using customized software, is the question of whether the archiving sessions have been included. Do you take into account the fields and tables you have customized? Customized tables and fields may have to be included when performing delete/archive runs.

Archiving plan:
After you define an archiving strategy that suits your requirements, you can define the archiving plan. In this plan, you translate the strategy to a more operational level.

Contact Crossroads RMC— Let's take the next step together to execute your archiving plan.

800.762.2077

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