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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Mount Olive Pickle Chooses Crossroads RMC for BPCS Data Collection

Anthony Etzel 0 29016 Article rating: 5.0

Mount Olive Pickle, a leading producer of pickles, peppers, and relishes in the United States, has chosen Crossroads RMC as their solutions vendor for data collection and manufacturing production reporting. In the first phase of the project, the Crossroads team will implement the Inventory Visibility Data Collection software connected to BPCS. The transactions to be implemented include PO Receipts, Transfers, Component Issues, Cycle Counting, and Production Receipts.  

CROSSROADS RMC MEMBERSHIP IN COMMON USER GROUP / EXHIBIT AT COMMON CONFERENCE

Crossroads RMC 0 27994 Article rating: No rating

The  Annual Meeting is COMMON’s largest educational event of the year, with four full days of in-depth IBM i, AIX, and Linux-related education that includes all-day pre-conference workshops, open labs, and a wide variety of regular-length sessions. It is the annual meeting of the COMMON membership and the largest gathering of the Power Systems user community. Come see us in Booth 203.

 

Crossroads RMC is also proud to announce our membership in COMMON for 2016. We look forward to partnering with COMMON and providing valuable content to their user community and sharing in dialogue with users across the country.

Baan/LN Tip of the Week: Setting Up New Employees in LN

Kathy Barthelt 0 65903 Article rating: No rating

In LN, the People package is used to register the employee’s hours and expenses. To support the People package, the Employees – General (tccom0101m000) session only contains the general employee data.

The title of the Employees – General (tccom0101m000) session was changed to Employees – General (tccom0101m000).

From the Employees – General (tccom0101m000) session, users can start the following sessions to define the more specific employee data:

  • Employees – People (bpmdm0101m000).
  • Employees – Project (tppdm8101m000).
  • Employees – Service (tsmdm1140m000).
  • Skills by Employee (tcppl0120m000).
  • Employees by Team (tcppl0150m000).
  • Roles by Employee (tcppl0170m000).

After users define the employees, users can also start the listed sessions from the Employees Dashboard (bpmdm0101m100) session in People.

Baan/LN Tip of the Week: Optionally Include Tax Amounts In Order Balance

Kathy Barthelt 0 81177 Article rating: No rating

In Baan IV, the order balance amount always includes the tax amount. Consequently, the tax amount must be recalculated every time an order line is modified in order to update the balance correctly. If the tax provider is activated, this requires an API call for every re-calculation of tax.

In Infor LN, users can select or clear the new Include Tax in Order Balance check box in the COM Parameters (tccom0000s000) session to indicate whether users want to include tax amounts in the order balance amount. This parameter has an effect on various sessions in Order Management.

BPCS/LX Tip of the Week: Changing the Master Schedule

Anthony Etzel 0 54025 Article rating: No rating

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

Baan/LN Tip of the Week: ERP Setup - Pros & Cons

Kathy Barthelt 0 84937 Article rating: No rating

Pros
Each legal entity can have its own general ledger and balance sheet.
Income statements can be generated for the different logistics companies.
Accounting user must go in and out of companies if there is a need to view or create transactions in more than one company.  However, if all companies are tied to the same financial group company, centralized payments, cash receipt application, and display and printing of ledger transactions and trial balances are possible for both companies from within the financial group company.

Cons

BPCS/LX Tip of the Week: Understanding What Goes On Out On The Factory Floor – Part 4

Anthony Etzel 0 59188 Article rating: No rating

Understanding: What Was Issued to the Shop Order

The shop order inquiry program provides several function keys. By using the function key for the material, the display will present what components have been issued under the issued quantity column. You are also presented with the required quantity. While viewing the quantities you may see that more was issued than what was required. Possibly there was scrap and more material was required to be issued. Perhaps there was an over issue and the balance of the material is slated to be returned to stock.

A red flag should go up if the Shop Order quantity finished is equal to the required quantity for the end item and all the components have not been issued. You may want to investigate why.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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Kathy Barthelt

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