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BPCS/LX Tip of the Week: Receiving to Inspection

Anthony Etzel 0 46421 Article rating: No rating

If the item being received needs to be inspected prior to being available for use, there are two schools of thought.The first is to receive the item to a QC hold location. The downside is the item will show up in on hand inventory.

A better method would be to do a PO receipt to inspection. Both Inv500 and Pur550 support this method. Now you have received the item without showing it in inventory. Only the PO quantity in inspection is updated. This method also allows you to create an Inspection Dispatch Report. After the QC process for the item is complete, then the transaction Receipt from Inspection to Stock is processed. That transaction then updates the PO quantity received field and the Item on hand field in inventory.

 

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Baan/LN Tip of the Week: Transaction Accounts – Commissions

Kathy Barthelt 0 70123 Article rating: No rating

In Baan IV, if a link with Financials exists for commissions and rebates, invoices are created directly in the Commission Control System (CMS) module and posted to Financials. As a result, users must specify the ledger accounts that are used for posting commissions and rebates in the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session.

In LN, the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session is removed from the Commission Control System (CMS) module, because invoices are no longer created directly in the Commission Control System module.

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Grindmaster-Cecilware Selects NextTrack Sales For Sales Analysis

Kathy Barthelt 0 36307 Article rating: No rating

Grindmaster-Cecilware (GMCW), a leading provider of products for the food and beverage industry, has selected NextTrack Sales to satisfy their sales analysis requirements. Integrated with their Baan ERP system, NextTrack Sales provides sophisticated pivot grid and charting functionality, and the ability to generate any number of views of the data, all without customizing their ERP system. Grindmaster’s VP of Sales said it was "the perfect fit for him, and covered all of his reporting needs".

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Peerless Instrument Selects Crossroads RMC for Baan Data Collection

Kathy Barthelt 0 32076 Article rating: No rating

Peerless Instrument, a division of Curtiss Wright, has selected Crossroads RMC for Baan data collection. Peerless is interested in furthering the data collection partnership that Curtiss Wright began with Crossroads RMC 20 years ago. The data collection implementation will include Receiving, Material Issue, Inspection and Report Operations Complete, and is expected to be completed in July of 2016. 

Peerless Instrument provides state-of-the-art electronic components, systems, and software to the US military. Peerless' advanced instrumentation and control systems are not only used in Navy propulsion systems but provide sophisticated monitoring systems for the gas, oil, or petrochemical industries.
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BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 40732 Article rating: No rating
  • In Infor LX you need to determine how inventory will be moved in and out of warehouse storage locations, and which of the following transactions to use for inventory control:
  • A transfer transaction can be used to move inventory from one warehouse location to another warehouse location.
  • A production receipt transaction is used to add inventory to a warehouse location.
  • A material issue or backflush is used to reduce inventory from a warehouse location.
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Baan/LN Tip of the Week: Project Templates

Kathy Barthelt 0 65096 Article rating: No rating

Project templates are useful because you can specify all of the information that you would normally want to include when creating a new project such as project structure, budget and so on.

In Baan IV/V, project templates do not exist, but you can set up a project template by creating a regular project, and setting the status to simulated or free. This is done so that the project does not create plans. Under this scenario, you can easily copy one project to another.

In LN, when you create a new project, a template can be used as the starting point. This is similar to copying a normal project, but unlike normal projects, no costs or revenues can be posted on a template.
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BPCS/LX Tip of the Week: Operational Inefficiencies

Anthony Etzel 0 40344 Article rating: No rating

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.

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Baan/LN Tip of the Week: Are you Doing These Things For Month End?

Kathy Barthelt 0 62930 Article rating: No rating

Accounts Receivable:

  • Check A/R Aging Balance with Trial Balance.
  • Check for Detailed Customer Transactions.

Accounts Payable:

  • Check A/P Aging Balance with Trial Balance.
  • Check Open Purchase Orders for Potential Accruals and A/P Reconciliation.
  • Check for Registered Purchase Invoices (Not Matched or Approved).
  • Print Listing of all Purchase Invoices Entered for Period.
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Tips:  LX | BPCS | M3

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language
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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Defining “Unavailability” in Infor LN

This topic describes the definition of temporary unavailability for resources in a calendar.

Use one of the following sessions:

  • Recurring unavailability
    For recurring unavailability, such as national holidays, define the recurrence in the Recurrences (tcccp0143m000) session. Add that recurrence to the applicable calendar and availability type in the Calendar Recurrences (tcccp0144m000) session, and clear the Available check box for the unavailable days.
    With calendar recurrences you define recurring exceptions in a calendar, and set a time schedule for daily, weekly, monthly, or yearly unavailable time in one action.
  • Unavailable days for all availability types
    To define occasional unavailability, such as a department trip, use the Calendar Non-Available Days (tcccp0119m000) session. What you define here applies to all availability types.
     
  • Unavailable days for a specific availability type
    To define unavailability for a single day, complete the following steps:
  1. Start the Calendar Working Hours (tcccp0120m000) session.
  2. Find the applicable calendar and availability type, and clear the Available check box for a working hours type on the relevant date.
  • Unavailable during a part of a day
    To indicate that part of a day is unavailable, use the Calendar Recurrences (tcccp0144m000) or the Calendar Working Hours (tcccp0120m000) session to specify the time intervals that are available. All other times are considered unavailable. You cannot directly specify an unavailable time interval.

If you defined unavailable dates in the Calendar Non-Available Days (tcccp0119m000) or the Calendar Recurrences (tcccp0144m000) session, in the Calendar Working Hours (tcccp0120m000) session, click Update Calendar.

Note:

  • Unavailability always applies to entire days. If the Calendar Working Hours (tcccp0120m000) session contains multiple time intervals for a single date, and the Available check box is cleared for some intervals and selected for other intervals on the same day, the entire day is unavailable.
  • A calendar recurrence that makes a day unavailable has no effect on the availability of that day in the parent calendar.


It is not useful to define a special availability type for unavailability, because Infor LN does not maintain and update the working hours and the capacity data of a calendar in the Calendar Working Hours (tcccp0120m000) session based on non-available availability types.

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Kathy Barthelt

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