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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 55656 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 32463 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 52335 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 67226 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 57427 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 54599 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 56669 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 57682 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

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Project Status Options

Ever wonder what the implications are of choosing one project status versus another?

Here is the explanation of project status possible values:

Free
You can carry out project engineering. This means that you can:

  • Define the project master schedule (PMS) by using the Project Control module.
  • Maintain the project structure.
  • Maintain the customized product structure by using customized bills of material and routing sheets.
  • Carry out project estimating.

Simulated
You simulate the rough capacity requirements planning and the detailed material and resource requirements planning (RRP) based on the network planning. The capacity requirements for a simulated project are visualized separately. Infor LN (ERP LN) generates planned RRP purchase orders, planned production orders, and PRP warehouse orders for customized items. However, those orders cannot be released. Moreover, the RRP does not allocate standard items to the project.

Active
This status indicates the project's execution stage. You can release planned orders so that the required purchase and production activities can be actually started and completed.

Canceled
The project has been canceled. You cannot release new orders for the project, but you can, however, finish pending logistical activities. You can close a canceled project, but a project can also remain canceled. If the project remains canceled, be aware that the final costs are not posted to Financials, and that WIP can still exist for completed orders. Costs are only posted if you close the project.

Finished
As far as manufacturing is concerned, the project is finished. Also, all purchase and production activities have been completed or closed, and all sales orders have been delivered for the project.

Closed
Financially, the project has been closed. This means that the financial project results have been computed. Financial project transactions can no longer be posted to the project.

To be Closed
If you select the COGS and Revenues restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session, financial transactions are posted on the financial companies of the sales office, service department, and/or warehouse instead of on the financial company of the PCS project. If internal invoices are sent from the PCS project to those departments, and the internal invoices are not completed yet, the Close Project (tipcs2250m000) session sets the project status to To be Closed instead of to Closed. You must first complete the internal invoices, and then run the Close Project (tipcs2250m000) session again to set the project status to Closed.

Archived
The project has been archived. This means that all project data has been stored in archive files and is removed from the original files.

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