Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

Please Wait a Moment
X

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

Baan/LN Tip of the Week: 6 Powerful Steps to Win With Automation

Kathy Barthelt 0 90940 Article rating: No rating

1. Eliminate paper shop packet and distribution of the paperwork to the shop floor.     

2. Eliminate manual (paper-based) recording activities and the need to key in the transactions.

3. Easy electronic scheduling by sequence and changing job priorities.

4. Evaluate differences using actual times compared to standards.

5. Improve data accuracy and eliminate the need to chase and fix errors.

6. Practice Real-Time data reporting to monitor efficiencies and identify problems as they occur.

BPCS/LX Tip of the Week: Receiving to Inspection

Anthony Etzel 0 65899 Article rating: No rating

If the item being received needs to be inspected prior to being available for use, there are two schools of thought.The first is to receive the item to a QC hold location. The downside is the item will show up in on hand inventory.

A better method would be to do a PO receipt to inspection. Both Inv500 and Pur550 support this method. Now you have received the item without showing it in inventory. Only the PO quantity in inspection is updated. This method also allows you to create an Inspection Dispatch Report. After the QC process for the item is complete, then the transaction Receipt from Inspection to Stock is processed. That transaction then updates the PO quantity received field and the Item on hand field in inventory.

 

Baan/LN Tip of the Week: Transaction Accounts – Commissions

Kathy Barthelt 0 100834 Article rating: No rating

In Baan IV, if a link with Financials exists for commissions and rebates, invoices are created directly in the Commission Control System (CMS) module and posted to Financials. As a result, users must specify the ledger accounts that are used for posting commissions and rebates in the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session.

In LN, the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session is removed from the Commission Control System (CMS) module, because invoices are no longer created directly in the Commission Control System module.

Grindmaster-Cecilware Selects NextTrack Sales For Sales Analysis

Kathy Barthelt 0 41557 Article rating: No rating

Grindmaster-Cecilware (GMCW), a leading provider of products for the food and beverage industry, has selected NextTrack Sales to satisfy their sales analysis requirements. Integrated with their Baan ERP system, NextTrack Sales provides sophisticated pivot grid and charting functionality, and the ability to generate any number of views of the data, all without customizing their ERP system. Grindmaster’s VP of Sales said it was "the perfect fit for him, and covered all of his reporting needs".

Peerless Instrument Selects Crossroads RMC for Baan Data Collection

Kathy Barthelt 0 35732 Article rating: No rating

Peerless Instrument, a division of Curtiss Wright, has selected Crossroads RMC for Baan data collection. Peerless is interested in furthering the data collection partnership that Curtiss Wright began with Crossroads RMC 20 years ago. The data collection implementation will include Receiving, Material Issue, Inspection and Report Operations Complete, and is expected to be completed in July of 2016. 

Peerless Instrument provides state-of-the-art electronic components, systems, and software to the US military. Peerless' advanced instrumentation and control systems are not only used in Navy propulsion systems but provide sophisticated monitoring systems for the gas, oil, or petrochemical industries.

BPCS/LX Tip of the Week: Inventory Control

Anthony Etzel 0 61438 Article rating: No rating
  • In Infor LX you need to determine how inventory will be moved in and out of warehouse storage locations, and which of the following transactions to use for inventory control:
  • A transfer transaction can be used to move inventory from one warehouse location to another warehouse location.
  • A production receipt transaction is used to add inventory to a warehouse location.
  • A material issue or backflush is used to reduce inventory from a warehouse location.

Baan/LN Tip of the Week: Project Templates

Kathy Barthelt 0 96754 Article rating: No rating

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

Anthony Etzel 0 59629 Article rating: No rating

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.

First112113114115117119120121Last

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.

Previous Article Infor LN & Baan Tips & Tricks for FINANCE: Cash Flow Statements (tfgld 0123m100)
Next Article Infor LN & Baan Tips & Tricks for EXECUTIVES
Print
51159 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories