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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

BPCS/LX Tip of the Week: Using Pre-Assigned Lot Numbers

Anthony Etzel 0 46340 Article rating: No rating

Some items in the manufacturing process may require a lot number. A quick and easy way to release the Shop Orders with lot numbers is by using the Multi-Level Shop Order Release.

Simply select the end item from the selection screen and use action 10 for the multi-level order release. At the bottom of the release screen is the field “Pre-Assign a Lot Number to Shop Orders”. Select 1 for the pre-assigned lot number assignment option.

This option will use the pre-assigned lot number on the shop order, if the lot number exists. If the lot number does not exist, the system will automatically create a lot number and assign it to the shop order for all items that are lot-controlled.

CST Adds Warranty Service Claim System to Dealer Portal for LN

Crossroads RMC 0 31785 Article rating: No rating

Crossroads RMC has once again partnered with Xenitel Managed Service Solutions and CST Industries to create a warranty service claim system for CST’s dealers. The project will provide a way for dealers to create a “warranty request claim” from within the dealer portal, defining the customer and product, and parts that failed, and selecting what parts they are claiming for replacement to install the replacement part. This service will be offered in addition to the parts online ordering system previously developed for CST. 

 

CST is a global leader in the manufacture and construction of factory coated metal storage tanks, aluminum domes and specialty covers.

Baan/LN Tip of the Week: How Accurate is Your Inventory?

Kathy Barthelt 0 47079 Article rating: No rating

Just a refresher on a tip I’ve shared previously from Supply Chain Technology Bulletin regarding how to attain greater inventory accuracy. I thought it would be worthwhile to share again:

  1. Record data regarding your inventory as soon as the items arrive at your door / receiving dock. With information, you can make decisions. Without it, you waste money, time, and effort.
  2. Leverage data collection, label generation, and RFID solutions to make your life easier.
  3. Set inventory accuracy goals for the business and for employees.
  4. Train your employees so they know what is expected of them, and how to best perform their job and therefore how best to maintain accurate inventory counts.
  5. Count the inventory – and do it regularly. Find a method that works best for your employees, and for your business.

BPCS/LX Tip of the Week: How Accurate is Your Inventory?

Anthony Etzel 0 57946 Article rating: No rating

Just a refresher on a tip I’ve shared previously from supply Chain Technology Bulletin regarding how to attain greater inventory accuracy. I thought it would be worthwhile to share again:

  1. Record data regarding your inventory as soon as the items arrive at your door / receiving dock. With information, you can make decisions. Without it, you waste money, time, and effort.
  2. Leverage data collection, label generation, and RFID solutions to make your life easier.
  3. Set inventory accuracy goals for the business and for employees.
  4. Train your employees so they know what is expected of them, and how to best perform their job and therefore how best to maintain accurate inventory counts.
  5. Count the inventory – and do it regularly. Find a method that works best for your employees, and for your business.

BPCS/LX Tip of the Week: User Defined Transactions

Anthony Etzel 0 44347 Article rating: No rating

When to use a user-defined inventory transaction

ERP LX (BPCS) provides you with the flexibility to create inventory transactions without program modifications. The typical transaction types are defined with effects set on how the transaction will impact inventory balances.

Perhaps you want to process a customer return and don’t want the inventory to be impacted. You can create a user define transaction effect to allow the customer receipt and not update the inventory balance.

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

Kathy Barthelt 0 51763 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

Baan/LN Tip of the Week: GRINYA Reconciliation – What Could Go Wrong?

Kathy Barthelt 0 53779 Article rating: No rating

One common GRINYA issue would be incorrectly entered Integration Setups.

Check the Baan or Infor LN manual for recommended Integration setups. If such a mistake were to occur, it is important to know for what period of time the Integration was in error.

To ensure, it’s recommended that the Integrations Setup tables should be audited either through Baan/LN or Database Auditing. Corrections can be quickly calculated when an exact timeframe can be determined.

BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 45521 Article rating: 1.0

Is Lot Control necessary?

Certain industries require lot control, where others may find it an option based on how they want to trace the material used in a product in the event of a defect, or recall.

LX provides tight lot controls and flexibility with lot number assignments. Shop orders can have a pre-assigned lot number, or a lot number can be automatically assigned when the item is produced. You can also assign a specific lot number for the entire shop order, or for each item/quantity reported against a shop order.

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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

Infor LN & Baan Tip: How to deal with data growth of your ERP system…

Spending time on managing ERP data can deliver huge benefits, not just in reducing storage costs, but also in improving the experience of business users. Proactively managing application data also helps accelerate key business processes which has a positive impact on customers, suppliers, and partners. Use these solutions to reduce the data growth and disk storage used on your system:

• Use database compression. See Infor LN Data compression (B0050 US) for more information.
• Using the varchar data type for string fields reduces the size of the database. Tables must be recreated for the varchar conversion. See solution 22923520 for the latest porting set.
• Regular archiving history data will have a very positive effect on performance. The database growth will be limited and inserts in large tables will be faster. See the Infor LN User Guide for Archiving (U9352 US) for more information.

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Kathy Barthelt

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