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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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

Kathy Barthelt 0 94632 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.

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BPCS/LX Tip of the Week: Product Routing

Anthony Etzel 0 68513 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.

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

Kathy Barthelt 0 97300 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
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BPCS/LX Tip of the Week: What is Lean Make to Order?

Anthony Etzel 0 74807 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.

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

Kathy Barthelt 0 168043 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.

Read more

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

Anthony Etzel 0 74992 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.

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

Kathy Barthelt 0 102468 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

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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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