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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: Operational Inefficiencies

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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?

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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

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  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

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  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: Changing the Master Schedule

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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: Switching to a Difference Series

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In general, you can enter a different series in the order field if you have an available series. To add a new series, find the appropriate group in the First Free Number session, and add a new series and first free number (usually 1).

In Baan IV, go to the Maintain First Free Numbers Session (under Common, Tables, Maintain Logistics Tables, Maintenance 1). Groups are easily identified (e.g., Purchase Order, Sales Order, etc.).

In Baan V, go to the First Free Number Session (under Common Data, Tables, Logistics). There are number groups (e.g., 570 may be for Purchase Orders, 650 may be for Sales Orders, etc.).

In LN, go to the First Free Number Session (tcmcs0150m000 – it is in different places in the menu under different Feature Packs). There are number groups (e.g., 210 may be for Purchase Orders, 310 may be for Sales Orders, etc.).

Hoffmaster Clintonville Plant Goes Live with Crossroads MES & LX

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On March 1, 2016, Hoffmaster’s Clintonville plant went live with Crossroads MES and LX. The goal of the project was to convert from another ERP to LX and replace a green screen MES system that required the manual recording of production and labor activity keyed from shop floor terminals.

Hoffmaster achieved their goal by completing a successful data conversion and detailed prototyping of LX and Crossroads. The project team remarked that the Crossroads MES implementation was by far the easiest part of the project. One of the critical requirements of the chosen MES solution was to verify UPC and UCC label formats that called for in-line labeling of product packages and cases. Crossroads MES satisfied that requirement, and also provided an interface to finished goods inventory via the scanning of LPN numbers when reporting production.

The Clintonville plant is a leading manufacturer of disposable tabletop products.

BPCS/LX Tip of the Week: Actual Costs for Manufactured Items

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In LX, the actual costs that can be set up fall into three categories: Material, Labor, and Overhead. If your LX database is set up properly with the LX cost accounting, you should be able to identify:

  • How much the item should cost
  • How to track the cost of work underway
  • How much the item actually did cost
  • Why the job cost varied from the expected cost
     

Capturing the data to track activity with associated costs can be time-consuming. With an MES solution, the information you need for costing is tracked instantly.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. Select the business partner in the Business Partner field, Press Tab. Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
  4. Select the order type for subcontracting in the Order Type field, purchase office in the Purchase Office field, and the related order series in the Order field.
  5. Click New on the Order Lines tab and select your subcontracted price item in the second segment of the Item field.
  6. Specify the required quantity in the Ordered Quantity field, price of the item in the Price field and click Save.
  7. Click the Approve button to approve the purchase order. The purchase order Status is updated to Approved.
  8. Verify that the material to be sent to the subcontractor is updated on the Material Supply Lines tab.
  9. Select the material line on the Material Supply Lines tab and click Actions > Generate Supply Order.
  10. Select the generated supply order line updated in the Supply Order Line field on the Material Supply Lines tab and click References > Supply Lines. The Warehousing Order (whinh2100m100) session is displayed.
  11. Select the outbound order line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  12. In the Outbound Line Status Overview (whinh2129m000) session, ensure that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
  13. On the specific menu, click Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  14. Select the shipment line and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  15. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab in the Warehousing Order (whinh2100m100) session.

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Kathy Barthelt

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