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Baan/LN Tip of the Week: Default Order Frequency

Kathy Barthelt 0 85265 Article rating: No rating

In Baan IV, requirements for an MPS item with the order method lot-for-lot result in daily planned MPS orders.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, an MPS planning run generates one planned MPS order of 200 pieces for each working day in the plan period.

In Infor LN, requirements for a planned item with the order method lot-for-lot result in one planned order per plan period.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, a master planning run will generate a single planned order of 2000 pieces for the first working day in that plan period. To influence the order quantity of the planned orders, enter appropriate values in the Maximum Order Quantity field and the Order Interval field in the Items – Ordering (tcibd2500m000) session or choose a fixed order quantity.

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Crossroads RMC Releases NextTrack Sales – Sales Analysis Tool for Baan, Infor LN and IBM i

Kathy Barthelt 0 33020 Article rating: No rating

Crossroads RMC is proud to announce the official release of NextTrack Sales – a sales analysis tool for Baan, LN, and IBM i. NextTrack Sales allows you to get the “big picture”, or get down into the finer details. The tool provides a sophisticated pivot grid and charting functionality, export to Excel, PDF printing, and emailing capabilities to bring your sales data to life. Analyze your Baan Sales data to examine trends, identify market opportunities, and much more. Click here for more details.

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Mount Olive Pickle Chooses Crossroads RMC for BPCS Data Collection

Anthony Etzel 0 29423 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.  

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

Crossroads RMC 0 28331 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.

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

Kathy Barthelt 0 66612 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.
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Baan/LN Tip of the Week: Optionally Include Tax Amounts In Order Balance

Kathy Barthelt 0 82148 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.

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

Anthony Etzel 0 54591 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.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cash Flow Functionality and Setup

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

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