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

Anthony Etzel 0 55648 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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Baan/LN Tip of the Week: ERP Setup - Pros & Cons

Kathy Barthelt 0 87871 Article rating: No rating

Pros
Each legal entity can have its own general ledger and balance sheet.
Income statements can be generated for the different logistics companies.
Accounting user must go in and out of companies if there is a need to view or create transactions in more than one company.  However, if all companies are tied to the same financial group company, centralized payments, cash receipt application, and display and printing of ledger transactions and trial balances are possible for both companies from within the financial group company.

Cons
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BPCS/LX Tip of the Week: Understanding What Goes On Out On The Factory Floor – Part 4

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Understanding: What Was Issued to the Shop Order

The shop order inquiry program provides several function keys. By using the function key for the material, the display will present what components have been issued under the issued quantity column. You are also presented with the required quantity. While viewing the quantities you may see that more was issued than what was required. Possibly there was scrap and more material was required to be issued. Perhaps there was an over issue and the balance of the material is slated to be returned to stock.

A red flag should go up if the Shop Order quantity finished is equal to the required quantity for the end item and all the components have not been issued. You may want to investigate why.

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BPCS/LX Tip of the Week: Getting the Most Out of the Shop Order Inquiry Program – Part 3

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Understanding: The quantities required, finished and remaining at the operation and in total for the Shop Order

The shop order may require 1,000 pieces but only 950 are reported as finished in total for the shop order. The quantity required is what is planned on the SO and it may be a higher number than what is finished, factoring in that there can be scrap. If a 1,000 pieces are required to be produced, and there is always is scrap of 10 pieces, then plan for scheduling a quantity of 1,010.

The quantity finished for the end item is what is reported in the inventory application with a production order receipt transaction. At the operation level, if the quantity is reported at the operation, there will be a value in the PCS Complete field on the operation detail screen showing the pieces completed through that operation.

If you want to get a handle on the difference between the required quantity and the finished quantity, you may want to look into reporting quantities at the operation level as well as examining how scrap is controlled and reported.

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Baan/LN Tip of the Week: ERP Setup - Pros & Cons

Kathy Barthelt 0 79711 Article rating: 5.0

Pros/Cons of Multi Finance / Single Logistic Company Set-Up


Pros
Each legal entity can have its own general ledger and balance sheet.
Income statements can be generated for the different enterprise units included in the logistics company.
Centralized operations – purchasing, sales, manufacturing, planning, warehousing, etc.
Logistics data visible to all logistics users – a pro if this is what is desired.
One BOM, Routing, and Cost for each item.

 
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BPCS/LX Tip of the Week: Getting the Most Out of the Shop Order Inquiry Program – Part 2

Anthony Etzel 0 65648 Article rating: No rating

Understanding: How many hours remain in total and at each operation?

Now let’s look at what information is being supplied from the shop floor.

It’s not uncommon for transaction reporting to be captured manually on the shop packet that was issued to the factory floor when the SO was released.

The big question is, is anything done with the data? Is it collected and keyed to a  spreadsheet and not shared, or is the transaction data keyed to SFC600? If it is being keyed, ask how often and by whom? Some companies use alternative methods to capture transaction data that do not require batch keying via a keyboard.

Not a lot of data is required to be keyed to SFC600 in order for the SO Inquiry to be useful. The data that should be reported for the transaction process is as follows:

  • The type of hours being reported – machine, run labor, setup labor
  • If reporting setup and run labor you want an employee clock number
  • The shop order and the operation that is being reported
  • Is the operation complete
  • How many good were produced at this operation
  • How many hours – the numbers of hours are critical. Do the employees estimate how many hours they worked, or do they track actual time started and stopped in order to calculate the actual number of hours.

Based on what is captured and how often will have an impact on the SO inquiry screen. Understanding the batch times as to when the transactions are keyed will provide you with the window as to the SO status at that point in time. Or, are they keyed as they happen in a near real time fashion so that you can have a more current view of the factory floor.

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Baan/LN Tip of the Week: ERP Setup - Pros & Cons

Kathy Barthelt 0 54657 Article rating: No rating

You may have started your setup of your ERP system one way, and have discovered over time that maybe it no longer fits how you need to do business. Here are some pros/cons to consider for a Single Finance / Multi-Logistic setup. 

 Pros
All accounting functions are centralized into one company.  One balance sheet is generated – even though multiple logistics sites are involved.  Income statements can be generated by logistic company via use of a Dimension to represent the logistic company.
Allows logistical functions to be decentralized within one legal entity – if this is what is desired.
Logistics data not visible across companies – pro if you do not want users to see other company’s data.

 

Cons

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Crossroads RMC Maintains Preferred Partner Status With Honeywell / Intermec for 2016

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Honeywell has renewed Crossroads RMC’s Silver Level status in their Performance Partner Program for 2016. This recognition provides Crossroads RMC with the authorization to resell Honeywell/Intermec mobile computing products at a substantial discount, thereby allowing Crossroads’ customers to take advantage of that discount as well. 

Crossroads works closely with the Honeywell /Intermec engineering group to provide the best hardware offerings at a good price point for manufacturers across North America.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Finance, Technology

Infor LN & Baan Tips & Tricks for TECHNOLOGY & FINANCE: Archiving Finalized Transactions

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up a second archiving environment, which must also be an exact copy of the live environment. Define the companies of the second archive environment as the archive companies of the companies of the first archive environment. If necessary, a third and more archiving environments can be set up. You must then archive the data from each archive company to its archive company in the second archiving environment, and so on.

When you archive the data, LN builds an array with all the companies of the group and the archive company linked to each company. If any of the companies in the group does not have an archive company, LN reports an error and aborts the archiving process.

Batches and batch lines are only archived and/or deleted if you perform archiving and deletion in the company in which they exist. This is always the source company. Any intercompany documents and related finalized transactions that belong to the batch are not archived and/or deleted until the target company is archived.

If the batch has been deleted from the live environment, such intercompany documents and transactions will then temporarily exist without a batch in the live environment until the target company’s transactions are archived. Therefore, it is recommended to archive all the companies of a group within a short time.

Finalization runs are also archived. A finalization run can only be deleted from the live environment if all the attached batches have also been deleted.

Financial documents are archived and/or deleted if you perform archiving and deletion in the company in which they exist. For each document, LN searches whether a related intercompany document exists.

If the document’s transaction type indicates that the document numbering does not have to be in a fixed sequence, the document is not deleted from the live environment, to avoid duplicate document numbers.

A finalized transaction is not deleted from the live environment if the fiscal year of the transaction does not equal the fiscal year of the batch and the fiscal year of the transaction cannot yet be archived. If the Archive option is selected, the related batch, batch line, and document are copied to the archive company and retained in the live environment.

If a transaction is still referenced by open sales orders or purchase orders, it is marked as Deleted but not actually deleted. The related batch, batch line, and document are copied to the archive company and retained in the live environment. They are deleted when the referenced open transactions are closed and archived, for example, when you run the Archive/Delete Fully Paid Purchase Invoices (tfacp2250m000) session

If the transaction’s ledger account is a matchable account, any related matching data is also archived.

During the archiving process, the originating company of the finalized transaction is replaced with the originating company’s archive company. In this way, the archive environment will not contain references to the live environment.

During archiving, intercompany document relations are also copied to the archive environment. In the archive environment, these relations are updated in such a way, that each document in the relation refers to the environment in which the document actually exists. In the live environment, the document relation is retained until all related finalized transactions are deleted. For invoice-related transactions, this only occurs during the removal of fully-paid invoices. The document relation is also updated in the live environment, in order to refer to the archived document if all related finalized transactions have been removed from the live environment.

After the normal archiving process, an additional archiving step is performed in which all transactions and documents in the live company that arise from intercompany postings, are archived. During this step, intercompany relations are archived and/or deleted as described earlier.

Batches, batch lines, and documents that have the Deleted status are deleted from the live environment, unless the document’s transaction type indicates that the document numbering does not have to be in a fixed sequence. Such documents are not deleted from the live environment, to avoid duplicate document numbers.

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Kathy Barthelt

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