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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

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

Anthony Etzel 0 75616 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 103144 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.

BPCS/LX Tip of the Day: Inventory Management

Anthony Etzel 0 73449 Article rating: No rating

Establishing the Quantity On-Hand and the Quantity Available.

LX maintains buckets for information associated with the following inventory transactions for each item:

  • Opening Balance
  • Issues
  • Receipts
  • Adjustments
  • Allocations for the Customer
  • Allocations for Manufacturing


The on hand quantity does not include any allocations. To arrive at the on hand quantity, start with the opening balance, less any issues, plus any receipts, then add or subtract any adjustments. Available inventory is the on-hand less any allocations.

 

 

Baan/LN Tip of the Day: Chart of Accounts

Kathy Barthelt 0 106681 Article rating: No rating

Zero sublevel accounts are posting level accounts. All others are parent accounts. Once the balances have been updated in the child ledger accounts, the parents are automatically updated.

Inquiries and reports can be printed or displayed either by child accounts or by parent accounts. On line drill-down is possible from either child or parent.

BPCS/LX Tip of the Day: Cycle Counting Part 2

Anthony Etzel 0 75238 Article rating: No rating

Understanding: The Cycle Count Alternative

The best way to cycle count is to count the same number of items each day and at the same time each day. The goal is to count your “A” items 4 times a year. The “A” items should be those item that are about 80% of the total inventory value and 20% of the total items. Consider creating your own cycle count schedule then instead of using the cycle count transaction, use the inventory adjustment transaction. The item balance is changed at the time the transaction is keyed. The transaction list can be used for the reconciliation process.

Baan/LN Tip of the Day: Company Calendar

Kathy Barthelt 0 103481 Article rating: 5.0

Baan uses the company calendar in the following modules to determine the start and end dates for planned orders:

  • Master Production Scheduling
  • Material Requirements Planning
  • Capacity Requirements Planning
    (All three combined in a single planning module for Baan V and LN)
  • Shop Floor Control

The calendar provides the valid working days, number of shifts per day and the number of hours in a day.

Baan allows for a single calendar for the whole company or for a calendar for each work center.

BPCS/LX Tip of the Week: Cycle Counting Part 1

Anthony Etzel 0 82060 Article rating: No rating

Understanding: The Cycle Count Transaction

If you rely on BPCS to provide you with a cycle count list, the number of items could vary from day to day from a few items to count, to several. So the person doing the cycle counting may spend a few minutes to a few hours counting items. After the cycle count is complete, the balances are not changed until the reconciliation is complete. This process could take some time before the balances are changed.

The cycle count transaction process is similar to the physical inventory transaction process.

Baan/LN Tip of the Week: GRINYA

Kathy Barthelt 0 109475 Article rating: 3.0
GRINYA is one of the more complex issues in ERP Finance. GRINYA is the tracking via ledger account of the value of items received on a purchase order that have not been matched to a supplier invoice.

Baan solutions for Baan IV and V were incomplete. To take full advantage of the current GRINYA reconciliation process, check Infor solution #107147, which contains the GRINYA user manual and a link to download the software for your version of Baan. For ERP LN, look at Document Code U8942C US.

It is called User Guide for Reconciliation and Analysis. If you are not running the latest GRINYA solutions, patching will require a good amount of time in filling the Interim tables this solution runs from. Infor has posted several procedural write ups, so check the Support Site and read up before tackling this for the first time.
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Tips:  LX | BPCS | M3

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities
Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Latest Porting Set – All Versions of Infor LN & Baan

Are you on the latest porting set for your version of Baan / Infor LN? Check here to be sure:

VERSIONS: Infor LN, Infor Baan ERP 5.0c, Infor Baan IVc4

LAST MODIFIED ON:
13th Jan, 2021: Updated with 9.3i porting set, see KB 2176336 for this version. Available from LN CE release 2021.01
9th Oct, 2020: Updated with 9.3h porting set, see KB 2158949 for this version. Available from LN CE release 2020.10
9th July, 2020: Updated with 9.3g porting set, see KB 2142625 for this version. Available from LN CE release 2020.07
10th April, 2020: Updated with 9.3f porting set, see KB 2125567 for this version. Available from LN CE release 2020.04
13th Jan, 2020: Updated with 9.3e porting set, see KB 2108810 for this version
11th Oct, 2019: Updated with 9.3d porting set, see KB 2093165 for this version
11th July, 2019: Updated with 9.3c porting set, see KB 2075437 for this version
13th March, 2019: Updated with 9.3b porting set, see KB 2051365 for this version
7th Dec, 2018: Updated with 9.3a porting set, see KB 2033165 for this version
6th Sept, 2018: Updated with 9.2b.01 porting set, see KB 2014729 for this version
8th June, 2018: Updated with 9.2b porting set, see KB 1997100 for this version
12th March, 2018: Updated with 9.2a.01 porting set, see KB 1972861 for this version
11th Dec, 2017: Updated with 9.2a porting set, see KB 1954406 for this version
8th Sept, 2017: Updated with 9.1c.01 porting set, see KB 1934704 for this version
10th June, 2017: Updated with 9.1c porting set, see KB 1915968 for this version
20th March, 2017: Updated with 9.1b.01 porting set, see KB 1897691 for this version
9th Dec, 2016: Updated with 9.1b porting set, see KB 1876613 for this version
22nd Sept, 2016: Updated with 9.1a.01 porting set, see KB 1856545 for this version
23rd June, 2016: Updated with 9.1a porting set, see KB 1836486 for this version
14th March, 2016: Updated with 9.0c.01 porting set, see KB 1700568 for this version
11th Dec, 2015: Updated with 9.0c porting set, see KB 1677286 for this version
17th Sept, 2015: Updated with 9.0b.01 porting set, see KB 1654371 for this version
19th June, 2015: Updated with 9.0b porting set, see KB 1630218 for this version
20th March, 2015: Updated with 9.0a.01 porting set, see KB 1605781 for this version
9th Jan, 2015: Updated with 8.9a.06 porting set, see KB 1586121 for this version, this is only 32 bit for windows and linux.
17th Nov, 2014: Updated with 9.0a porting set, see KB 1572748 for this version, 12 Dec 2014, new version for windows released.
26th Sept, 2014: Updated with 8.9a.05 porting set, see KB 1539050 for this version
11th July, 2014: Updated with 8.9a.04 porting set, see KB 1517147 for this version
5th April, 2014: Updated with 8.9a.03 porting set, see KB 1490061 for this version
10th Jan, 2014: Updated with 8.9a.02 porting set, see KB 1465391 for this version
4th Oct, 2013: Updated with 8.9a.01 porting set, see KB 1442188 for this version
19th July, 2013: Updated with 8.9a porting set, see KB 1422389 for this version
1st March, 2013: Updated with 8.8a.03 porting set, see KB 1381629 for this version
30th Nov, 2012: Updated with 8.8a.02 porting set, see KB 1356958 for this version
13th Sept, 2012: Updated with 8.8a.01 porting set, see KB 1181506 for this version
30th May, 2012: Updated with 8.8a porting set, see KB 1154144 for this version
19th Jan, 2012: Updated with 8.7b.01 porting set, see solution 1120445 for this version. This is the first version that can also be used for Infor BaanIV c
7th Oct, 2011: Updated with 8.7a.03 porting set, see solution 1062346 for this version
17th June, 2011: Updated with 8.7a.02 porting set, see solution 1025539 for this version
31st March, 2011: Updated with 8.7a.01 porting set, see solution 1007520 for this version
17th Jan, 2011: Updated with new version of 8.7a porting set
3rd Dec, 2010: Updated with 8.7a porting set, see solution 22945526 for this version
8th Oct, 2010: Updated with 8.6a.03 porting set, see solution 22899106 for this version
17th June, 2010: Updated with 8.6a.02 porting set, see solution 22899105 for this version
1st April, 2010: Updated with 8.6a.01 porting set, see solution 22899104 for this version
11th February, 2010: Updated with the 64-bit 8.6a porting set, see solution 22899103 for this version
1st Dec, 2009: Updated with new 8.6a porting set, see solution 22899103 for this version
1st Oct, 2009: Updated with new 8.5a.03 porting set, see solution 22899102 for this version
18th June, 2009: Updated with new 8.5a.02 porting set, see solution 22899101 for this version
19th March, 2009: Updated with new 8.5a.01 porting set, see solution 22899100 for this version
4th Dec, 2008: Updated with new 8.5a porting set, see solution 22899099 for this version
23th Oct, 2008: Updated with new 8.4c.02 porting set, see solution 22899098 for this version
23th July, 2008: Updated with new 8.4c.01 porting set, see solution 22899097 for this version
2nd July, 2008: Updated with new 8.4c porting set, see solution 22899096 for this version
13th March, 2008: Updated with new 8.4b porting set, see solution 22899095 for this version
24th Jan, 2008: Updated with new 8.4a.02 porting set, see solution 22899094 for this version
21st Dec, 2007: Updated with new 8.4a.01 porting set for Windows, see solution 22899093 for this version
31st Aug, 2007: Updated with new 8.4a.01 porting set, see solution 22899093 for this version
25th June, 2007: Updated with new 8.4a porting set, see solution 22899115 for this version
4th Jan, 2007: Updated with new 8.3a.01 porting set, see solution 22899114 for this version
20th Oct, 2006: Updated with new 8.3a porting set, see solution 22899113 for this version
23th Aug, 2006: Updated with new 8.2b porting set for windows, see solution 22899112 for this version
16th June, 2006: Updated with Porting set 8.2b: see solution 22899112 for this version
28th April, 2006: Updated with Porting set 7.6b_01: see solution 22899111 for this version
9th March, new version of 7.6b Porting set released, see solution below,(22899110)
6th Dec, 2005: Updated with Porting set 7.6b: see solution 22899110 for this version
15th June, 2005: Updated with Porting set 7.6a.02: see solution 22899109 for this version
27th April, 2005: Updated with Porting set 7.6a.01: see solution 22899108 for this version
4th Dec, 2004: Updated with Porting set 7.6a: see solution 22899107 for this version


SITUATION DESCRIPTION:
A porting set is a set of binaries, which are operating system dependent. It is the layer between the operating system and the application software. Infor regularly releases a new porting set. A bugfix number recognizes every modification made in the porting set.

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