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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

Clack Corporation Goes Live on LN 10.4

Kathy Barthelt 0 27138 Article rating: 5.0

Clack Corporation, a leader in water treatment and plastic processing, has gone live with Infor LN 10.4. The Crossroads RMC team partnered with Clack in this very important technology initiative for the company. With Clack’s dominance in the industry, they were challenged to provide a top-notch ERP system that would keep up with their ever-expanding business needs. LN 10.4 provides the right tools, specifically geared towards industrial manufacturers such as Clack. Combined with the Crossroads RMC Shop Floor Data Collection Solution for LN, Clack is positioned very well for growth in the years ahead.

BPCS/LX Tip of the Week: Financial Year End – Have you done all you need to do?

Anthony Etzel 0 51289 Article rating: No rating

I'm reposting this checklist for things to consider in order to finish out the current year, and plan for next year…

  • Are your accounting records up to date so you can make a projection of how the current year will turn out?
  • Are all account reconciliations up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year-end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Financial Year End – Have you done all you need to do?

Kathy Barthelt 0 86537 Article rating: No rating

I'm reposting this checklist for things to consider in order to finish out the current year, and plan for next year…

  • Are your accounting records up to date so you can make a projection of how the current year will turn out?
  • Are all account reconciliations up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year-end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Have you defined your KPIs?

Anthony Etzel 0 47041 Article rating: No rating

Key Performance Indicators measure how effectively your performance objectives are being achieved.

  • Have you defined KPIs for your company?
  • Are you measuring them effectively?
  • Is everyone in your company aware of what the KPIs are?

If you haven’t already done so, consider tying personal performance objectives directly to the company’s performance objectives. Doing so can greatly increase the likelihood that the company’s goals will be met.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Have you defined your KPIs?

Kathy Barthelt 0 89328 Article rating: No rating

Key Performance Indicators measure how effectively your performance objectives are being achieved.

  • Have you defined KPIs for your company?
  • Are you measuring them effectively?
  • Is everyone in your company aware of what the KPIs are?

If you haven’t already done so, consider tying personal performance objectives directly to the company’s performance objectives. Doing so can greatly increase the likelihood that the company’s goals will be met.

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for 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.

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Kathy Barthelt

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