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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

Tip of the Week: Month End Miscellaneous To-Do's

Anthony Etzel 0 51051 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!

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

Kathy Barthelt 0 95006 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 33566 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 54679 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 85039 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 60460 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 77736 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 59145 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

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

  • Use Job Reference Date
    If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

  • Job Reference Date
    Specifies the date and time used for the rebuild process.
    Enabled only if "Use Job Reference Date" is selected.

  • Financial Company
    The financial company for which you want to rebuild a ledger account history.

  • Ledger Account
    The specific ledger account to rebuild.

  • Fiscal Year
    The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

  • Standard Items: Identified by a regular item code.

  • Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

  • Target Routing Code
    Enter the code of the standard routing to which the customized structure should be copied.

  • Copy Product Structure
    Choose whether to:

    • Copy the entire structure

    • Copy only the first level

    • Perform the copy interactively

  • Reference Date
    Only parts of the product structure valid on this date will be copied.

  • Copy E-Item Relationships
    If selected, related E-item records will be copied.

  • Copy All Components and Effectivity Statements
    If selected, unit effectivity is copied to the standard structure. You can specify the unit.
    Exceptions related to routings and operations (that meet date effectivity) are also copied.

  • Alternative Material
    If selected, alternative BOM components are included in the copy.

  • Use-Up Material
    If selected, use-up materials from BOM components are included.

  • New Item Codes for Existing Standard Components
    If selected, LN generates new item codes for existing standard components in the structure.

  • Approve Conversion Factors

    • Selected: LN copies and approves conversion factors for the target item.

    • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

  • Copy to Standard Item Configuration
    If selected, the customized or generic item product structure is copied to the specified standard item configuration.

Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.


TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

  • In the Authorization and Security Parameters session (tcsec0100m000):

    • Clear the Authorization and Security Enabled check box.

    • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

  • Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

  • For example, work center permissions may interfere with:

    • Creating new shifts

    • Booking machine hours

    • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

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Kathy Barthelt

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