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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: Optionally Include Tax Amounts In Order Balance

Kathy Barthelt 0 94646 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.

BPCS/LX Tip of the Week: Product Routing

Anthony Etzel 0 68524 Article rating: No rating

Defining the Product Routing first requires the items to be setup in the Item Master file. Other master files also need to be defined prior to creating the routing.
These include:

  • The Facility defined with a SYS program
  • The Warehouses defined with an INV program
  • Locations defined with an INV program
  • The Machines (required if using capacity planning or an MES interface) defined with an MDM program

After the above data is set up, the Department file and Work Center files can be setup in MDM. Now you are ready to define a product route.

Baan/LN Tip of the Week: Month End – Miscellaneous To-Do’s

Kathy Barthelt 0 97316 Article rating: No rating
  • Print Sales Order History Information
    • all invoices processed through sales
  • Check Inventory Valuation
    • this should tie out to your inventory accounts
  • Print Integration Information
    • see all postings from WIP to finished goods
  • Print G/L Transaction Information
    • print specific transaction types for any GL account
  • Print Lot Control Information
    • will show where serial numbers were used

BPCS/LX Tip of the Week: What is Lean Make to Order?

Anthony Etzel 0 74817 Article rating: No rating

This is a simple way to go from the customer order to making the order and shipping the order. It involves a few simple steps:

  1. Receive and enter the customer order
  2. Automatic credit review
  3. Automatic release of the shop order tied to the customer order
  4. Issue material, report labor to the production order receipt
  5. Pick the order, ship the order, invoice the customer

 

With lean, you can skip processing the demand through MRP. You can go directly from the customer order to the shop order creation.

Baan/LN Tip of the Week: Optionally Include Tax Amounts In Order Balance

Kathy Barthelt 0 168052 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.

BPCS/LX Tip of the Week: Top Down Shop Order Schedule

Anthony Etzel 0 75031 Article rating: No rating

In ERP LX, this function is called Backward Scheduling. This is a simple, easy way to create and release shop orders associated with the end item.

The result is a shop calendar with the associated order start dates. Setting up ERP LX properly with correct Queue Times, Setup and Run Times, along with Move Times, will result in accurate shop order start dates.

Baan/LN Tip of the Week: Back Dating Cycling Counting Orders

Kathy Barthelt 0 102472 Article rating: No rating

Cycle Count Orders cannot be directly “back dated” in Baan IV, Baan V or LN, however, there are some work-arounds.

In Baan IV you can do an inventory adjustment and back date. Just set all dates on the adjustment to the date you want and Baan will post the adjustment in that period.

In LN you can do a Cycle Count/ Adjustment and again back date and Baan will post to that period.

 

Unfortunately, there is no work-around for Baan V.

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

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Tips: LN | Baan

Is Your Infor ERP System the Elephant in the Room?

The Infor ERP Elephant in the Room That Must Be Addressed

In a recent survey of Infor ERP customers, we discovered that 50% of respondents said that they did not know whether or not their ERP system had the features and functionality required for their business.  50%....1 out of every 2……not good.

Why is this the case? Well, the causes can be traced back to one of the following reasons:

  • A key-person has retired or left the company and their knowledge left with them.
  • Systems were implemented based on how the previous system worked.
  • Upgrades and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. All the new features and functionality weren't researched so they are unknown and no one could be trained on them.


You may say “So what? Who cares if our team doesn’t know what else is available, or how the rest of the ERP system functions? Does it really matter?” It matters more than you think.

If you rely on an Infor ERP system to get your job done, you need to not only know what sessions to run, what fields are required, and what reports provide results, you also need to understand how the transactions impact the rest of the system. Without that understanding, you are inadvertently creating a departmental silo which can have a negative impact on the performance of the ERP for the rest of the company. 

Not knowing the functionality of the ERP results in limited use of the system as a whole. In my 25 years working with ERP systems, I have seen many cases where a company becomes frustrated with the limitations of the system only to discover that they were only utilizing 10-20% of the ERP system's capabilities. The system didn’t impose the limitation…it was the use of the system, or shall I say the lack of it, that was the culprit.

To be competitive in today’s economy, an ERP system should be able to move in lockstep with a business as its needs change. In order for this to happen, the entire company needs to be willing to change too. Part of this change involves taking advantage of the best practices that are built into the Infor ERP system. If you're not sure how to do that - you are not alone! Fully understanding your Infor ERP requires a team of capable users in each key department of your organization to marry the capabilities of the ERP system with your business objectives. Sounds complicated? Well, it doesn't stop there. Your team of capable users needs to communicate between the key departments to make sure one department's procedures don't handicap any other department. Once this level of understanding and communication is established, decisions can be made to take advantage of the most effective way to minimize costs, increase efficiency, improve quality and deliver the highest level of customer service possible…everything you invested in the Infor ERP system for in the first place, is now unleashed.

Not sure where to start? Crossroads RMC's consultants have this exact expertise and the skills to get you through tough times. Our expertise comes from years of experience, and best practices to evaluate your business processes and identify areas where improvement is needed. Whether you need to increase the return on your ERP investment or have no idea what to do next, our comprehensive ROI business case, cost estimates, benefits, and a plan of action will supply you with the information you need to add value to your business.

Request a free phone consultation>  or contact us to learn how to get started> solutions@crossroadsrmc.com  |  800.762.2077

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