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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

Grindmaster-Cecilware Selects NextTrack Sales For Sales Analysis

Kathy Barthelt 0 38798 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".

Peerless Instrument Selects Crossroads RMC for Baan Data Collection

Kathy Barthelt 0 34149 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.

BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 58290 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.

Baan/LN Tip of the Week: Project Templates

Kathy Barthelt 0 85636 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.

BPCS/LX Tip of the Week: Operational Inefficiencies

Anthony Etzel 0 56233 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.

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

Kathy Barthelt 0 92704 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.

Tip of the Week: Tips to Attain Greater Inventory Accuracy

Anthony Etzel 0 54235 Article rating: No rating
  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.

Tip of the Week: Tips to Attain Greater Inventory Accuracy

Kathy Barthelt 0 69403 Article rating: No rating
  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.
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Product Configurator - Part 2

Baan Tips

Who gets involved?
  1. Most commonly Engineering is involved in writing the rules, creating the bills and routings.
  2. Sales or Customer Service determines the questions and the order they are asked in.
  3. Sales or Customer Service determines the rules for the pricing.
  4. Sales, or Customer Service, and Engineering work together in determining the part number, description and text.

What are the steps?

  1. You must start by defining the features and options (questions and answers) and the order in which these are asked. We work this out first using sticky notes and large easel paper. Normally during the process we find that we want to move these questions around. Setting them down on paper makes the process of getting the data into Baan much more efficient. We also then have a record of what decisions were made prior to entering the data. This is normally a joint effort of Engineering and Sales. This is required and must be the first step.
  2. Constraints for features and options. These are the rules for determining what questions are asked and which options are allowed. This is generally done by Engineering or whoever is responsible for the configurator. This is required.
  3. Generic Bill of Material. All possible bill options are entered here and constraints are written to determine which options are selected based on the answers to the questions. This is generally done by Engineering or whoever is responsible for the configurator. This is a required step.
  4. Generic Routing. Similar to the bill of material, but used for generation of the routing steps. This is generally done by Engineering or whoever is responsible for the configurator. This is optional.
  5. Generic Item Data. This consists of creating custom item numbers, descriptions, text, material, size or standard fields in the custom item master. This is generally done by Engineering or whoever is responsible for the configurator though Sales may have some involvement. This is optional.
  6. Generic Pricing. This is used to calculate the selling price based on the answers to the questions. This is normally a responsibility of Sales or whoever determines the pricing. This group is also trained on writing the constraints for this section only. This is optional.

What other modules will be affected?
  1. Quotes, sales orders and projects.
  2. PRP planning for the configured items.
  3. Managing changes to the configuration. Who, what and when?
  4. Variant statistics.
  5. MPS and generic items.
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