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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

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

Anthony Etzel 0 54276 Article rating: 5.0

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.

Baan/LN Tip of the Week:GRINYA Reconciliation – What Could Go Wrong?

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One common GRINYA issue would be incorrectly entered Integration Setups.

Check the Baan or 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.

Morrison Brothers Goes Live With Crossroads MES in Record Time!

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On February 18, 2016, the Maquoketa plant of Morrison Brothers went live with the Crossroads MES solution. The goal was to remove all the shop floor paperwork and eliminate the manual recording of production and labor. The company achieved this goal in just 96 days from project kick-off to go live. Included in the go-live was the ability to deliver drawings electronically to the Crossroads MES workstations. This was a critical component of the implementation as it ensured that each workstation would always be operating off the latest revision of the engineering documents.

A rollout of the Crossroads MES solution is planned for Morrison’s Dubuque plants later this year. 

Morrison Brothers is a major producer of petroleum marketing equipment in the United States and abroad.

Baan/LN Tip of the Week: Old Porting Set

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Here are some issues that you might run into if you stay on an old porting set too long:

  • Incompatibility because of operating system patches
  • Printing issues because of out-of-date libraries
  • Potential performance issues if binaries are not updated
  • Updating third-party products may not be possible because of dependencies
  • Limited support from Infor
  • Issues with updating database software/patches because of dependencies (if the database is also running on the same server as the application)

Need help getting on a newer porting set? Let us know! We’d be happy to help.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

  • Use Job Reference Date
    If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

  • Job Reference Date
    Specifies the date and time used for the rebuild process.
    Enabled only if "Use Job Reference Date" is selected.

  • Financial Company
    The financial company for which you want to rebuild a ledger account history.

  • Ledger Account
    The specific ledger account to rebuild.

  • Fiscal Year
    The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

  • Standard Items: Identified by a regular item code.

  • Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

  • Target Routing Code
    Enter the code of the standard routing to which the customized structure should be copied.

  • Copy Product Structure
    Choose whether to:

    • Copy the entire structure

    • Copy only the first level

    • Perform the copy interactively

  • Reference Date
    Only parts of the product structure valid on this date will be copied.

  • Copy E-Item Relationships
    If selected, related E-item records will be copied.

  • Copy All Components and Effectivity Statements
    If selected, unit effectivity is copied to the standard structure. You can specify the unit.
    Exceptions related to routings and operations (that meet date effectivity) are also copied.

  • Alternative Material
    If selected, alternative BOM components are included in the copy.

  • Use-Up Material
    If selected, use-up materials from BOM components are included.

  • New Item Codes for Existing Standard Components
    If selected, LN generates new item codes for existing standard components in the structure.

  • Approve Conversion Factors

    • Selected: LN copies and approves conversion factors for the target item.

    • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

  • Copy to Standard Item Configuration
    If selected, the customized or generic item product structure is copied to the specified standard item configuration.

Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.


TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

  • In the Authorization and Security Parameters session (tcsec0100m000):

    • Clear the Authorization and Security Enabled check box.

    • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

  • Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

  • For example, work center permissions may interfere with:

    • Creating new shifts

    • Booking machine hours

    • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

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Kathy Barthelt

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