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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

Baan/LN Tip of the Week: Project Templates

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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

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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

Kathy Barthelt 0 70676 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.

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.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Digital Transformation & Your ERP

70% of global executives said the pandemic will accelerate their digital transformation pace

Transformation: (definition)  A thorough and dramatic change.

We all dream about it….how can we transform ourselves into something better…something more desirable? Maybe it is our appearance that we want to improve, maybe it is our physical strength and stamina, or maybe it is our mental toughness.

Have we thought about transformation when it comes to our businesses? More specifically, our ERP systems that are the lifeblood of our businesses?

When it comes to this type of transformation, we’re talking about a digital transformation. This means taking disconnected business systems and manual processes and transforming or converting those systems into a world where achieving greater efficiencies, collaboration, improved delivery speed, and greater customer satisfaction is not only possible but probable.

As the world becomes more digital, so must organizations large and small, despite the unexpected. One survey found that 70% of global executives said that the pandemic will inevitably accelerate their digital transformation pace. https://dmexco.com/stories/is-the-coronavirus-pandemic-an-engine-for-the-digital-transformation/

ERP has a major impact on digital transformation. When it comes to ERP, transformations are often referred to as ERP Modernization. Here is just a sampling of how ERP modernization can impact your business:

  • Cost Reduction – Supporting legacy software and on-premise servers requires resources, but not just any resources. You must have resources that know the ins and outs of software and hardware that is decades old. Older software and platforms often result in higher maintenance costs and significant limitations to overall data management and system performance. Moving to the cloud, or the latest version of on-premise systems opens many doors that would otherwise be closed to you.
  • Eliminating Data Silos – Separate databases and disconnected systems mean that collaboration and communication are not possible. Missed opportunities abound for increased productivity. What would it mean to your business for all personnel to be operating off the same set of data and getting updates in real-time?
  • One Cohesive System –  Using ERP add-ons is helpful, but unless the systems talk to one another, duplicate data entry is required and real-time updates aren’t possible. How can you truly take advantage of the investment you made in a CRM or inventory management system if it doesn’t communicate with your ERP?
  • Visibility Across the Supply Chain –  No idea when your supplier is going to deliver the parts you need? Are you literally calling or waiting for an email to be sent? If that is how you’re getting updates, you’re likely not getting them timely enough to properly respond to those updates. Customer satisfaction issues can greatly be eliminated with real-time updates and complete visibility up and down the supply chain. With global supply chain issues prevalent in most industry sectors, visibility becomes more important than ever.
  • Scalability Becomes Possible – When your business needs change, your ERP system should be capable of handling the growth or increased functionality requirements to support it. This can be achieved by staying current on the ERP version or at least getting to a version where integrations with complementary systems are possible.

Transformations don’t happen with one act or one giant step. They happen with small steps and interim goals that can and should be celebrated along the way. Need help deciding when or where that first step should take place? Need someone to be your coach for the transformation? Contact Crossroads RMC today for recommendations, best practices, and solutions for this all-important journey for your business. 

800.762.2077 or click here to get a free phone consultation!

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