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

Anthony Etzel 0 261 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 0 133 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 Day: Inventory Transactions

Anthony Etzel 0 586 Article rating: No rating

Define Inventory transactions for issuing components to the shop and receiving finished items. See the Inventory help text for examples of transactions.

  • Transaction type I - Single Issue to Shop Order. Use this transaction type to issue one component at a time. Use this for high-value items that are marked as Must Single Issue on the Item Master file.
  • Transaction type M - Multiple Issue to Shop Order. Use this transaction type to issue all the components as listed in the Shop Order, in one transaction. Note that this transaction type does not issue Must Single Issue items.
  • Transaction type S - Receipt from shop. Use this transaction type to receive the finished item into stock and update the shop order accordingly. 

The Shop Order Lot/Location Allocation program is an alternative to using the above Inventory transactions. Use this when the item is finished, and you want to review exactly what was used to make it. You can review the components as allocated, make any changes, and finally accept the finished order.

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Baan/LN Tip of the Day: Multi-Company Warehousing 10.4

Kathy Barthelt 0 435 Article rating: No rating

You can define internal trade relationships between enterprise units or individual warehouses of the same logistic company for the transfer of material, labor, or other costs between warehouses, and to generate invoices for these without using sales orders and purchase orders. For example, you can use this to transfer goods between warehouses in different countries.


You can define warehouse surcharges, which are added to the actual costs of the goods either when the goods are issued from a warehouse or when the goods are received.

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BPCS/LX Tip of the Day: MRP/MPS Simulation in LX

Anthony Etzel 0 785 Article rating: No rating

The system allows you to manipulate and maintain a simulated MPS and MRP. You can copy the simulation from the existing first cut, or you can create a totally new schedule. You can also perform a simulation of the rough-cut capacity plan. This allows a quick visual inspection by inquiry or menu of needed work center

loads for the proposed MPS. After you choose a suitable MPS and rough-cut capacity, the system allows you to transfer the simulated MPS to the live Master Production Schedule.

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Baan/LN Tip of the Week: Default Order Frequency

Kathy Barthelt 0 1943 Article rating: No rating

In Baan IV, requirements for an MPS item with the order method lot-for-lot result in daily planned MPS orders.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, an MPS planning run generates one planned MPS order of 200 pieces for each working day in the plan period.

In Infor LN, requirements for a planned item with the order method lot-for-lot result in one planned order per plan period.

For example, if a plan period contains 10 working days and the net requirements for an item in that period is 2000 pieces, a master planning run will generate a single planned order of 2000 pieces for the first working day in that plan period. To influence the order quantity of the planned orders, enter appropriate values in the Maximum Order Quantity field and the Order Interval field in the Items – Ordering (tcibd2500m000) session or choose a fixed order quantity.

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BPCS/LX Tip of the Day: Cost Accounting – LX

Anthony Etzel 0 868 Article rating: No rating

The challenge in cost accounting is tracking your manufacturing to the levels needed for useful management information. You need feedback for corrective action; but, you need to minimize the cost of collection. Some parts of your operation require specific job-cost tracking while the Just-in-Time areas require

costing in terms of cost per process hour or day. Apply overhead in different ways to different processes and products. Segregate costs into enough detail

to provide management with an accurate picture of the contents of your product. Material, material overhead, labor, fixed overhead, variable overhead, outside processing, outside processing overhead, and so forth all have to be considered.

 

LX meets your cost accounting needs with the following functionality:

â–ª Four sets of costs: actual, standard, frozen standard, and simulated

â–ª Nine user-defined elements per set

â–ª Full and partial cost roll-up and simulation

â–ª Cumulative in-process cost tracking

â–ª Cost summaries by item

â–ª Cost definition tied to work centers or material type

â–ª Process hour costing

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Baan/LN Tip of the Day: Vendor Rating

Kathy Barthelt 0 1416 Article rating: No rating

In LN, a supplier's reliability is no longer based only on correct deliveries. The vendor rating functionality of LN is based on various objective criteria and subjective criteria that can be used to calculate the vendor’s rating.

 

The set up procedure for analyzing suppliers has changed completely compared to Baan IV.  To execute the vendor rating process, users must update the vendor ratings in the Update Vendor Rating (tdpur8850m000) session.

If users update the vendor ratings, the following stages exist in the update vendor rating procedure:


1. Calculate actual weightings

2. Calculate ratings for objective criteria

3. Calculate ratings for subjective criteria

4. Update overall vendor rating

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Crossroads RMC
/ Categories: Services News, Finance, Operations, Technology, Executive

End of Year E R P Checklist: Streamline Your Transition to the New Year

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

All Departments End of Year Checklist

_____1. Strategic ERP Review

  • Review and Update Reports and Dashboards
    • Evaluate standard reports and dashboards to ensure they align with current business requirements.
    • Adapt them to reflect changing priorities so the information remains relevant and actionable.

_____2. ERP Support and Maintenance

  • Address Outstanding Support Issues
    • Reach out to Crossroads RMC for unresolved support concerns or system issues.
    • Collaborate to resolve lingering problems and clear your to-do list before the year ends.

_____3. Training and Consulting Services

  • Assess Team Training Needs
    • Conduct a skills gap analysis to identify areas where your team may require additional ERP training.
    • Allocate resources for consulting services to help your team remain efficient and effective with the ERP system.

_____4. Future Investments

  • Evaluate New ERP Features or Modules
    • Review potential ERP investments to support business growth.
    • Align new features or modules with the organization’s current and future needs to maximize ROI and operational efficiency.


IT/Technology Checklist

_____1. Data Cleanup

  • Perform data deduplication to eliminate redundant entries.
  • Validate existing data to ensure accuracy and reliability. This reduces errors and boosts confidence in reporting.

_____2. Archive/Remove Obsolete Data

  • Archive or delete outdated data to improve system performance and reduce database clutter.
  • Streamlined data management enhances system usability and reduces search inefficiencies.

_____3. Monitor System Performance

  • Review system logs and performance metrics to identify bottlenecks.
  • Address any recurring lags or slowdowns to improve overall system efficiency.

_____4. Review User Access Controls

  • Audit user roles, permissions, and access rights for accuracy.
  • Remove or update access for users with altered responsibilities or those no longer with the organization.
  • This step mitigates cybersecurity risks and ensures compliance with data governance policies.

_____5. Test Emergency Recovery Procedures

  • Perform a test run of backup and recovery protocols to verify their effectiveness.
  • Ensure all critical data can be restored in the event of a disaster.

_____6. Prepare for Date-Dependent Processes

  • Audit scheduled jobs, scripts, and automation with hard-coded dates.
  • Update these dates to reflect the upcoming year to avoid disruptions in processes.

_____7. Bonus IT Tasks

  • Communicate planned system downtimes with all stakeholders in advance.
  • Document any changes made to the system during this period for future reference.
  • Encourage feedback from end-users on potential system improvements.

Operations Checklist

_____1. Critical Data Accuracy

  • Ensure critical data, such as inventory levels and customer information, is up-to-date and accurate to support efficient facility operations.
  • Remove discontinued items.
  • Delete sold purchase receipts.
  • Clear lot attributes for sold lots.
  • Non-Manufacturing Environments: Update the standard cost field based on current cost.

_____2. Inventory Management

  • Conduct a full physical inventory and update quantities before year-end or establish a cycle-counting program to maintain accuracy.
  • Prepare users for year-end completion of all inventory adjustments, receipts, and invoicing.
  • Determine processes for handling new-year transactions without immediate posting.

_____3. Purchase Orders & Contracts

  • Close out all purchase contracts and purchase orders (POs) to prevent further receipts against any contract line items.

_____4. Costing & Manufacturing Tasks

  • Decide on new standard costs for the upcoming year (for Manufacturing environments).
  • Establish cutoff dates for removing archived BOMs and closed/canceled manufacturing orders.

_____5. LX-Specific Tasks

  • Run PRF900 to update performance measurements and purge closed shop orders.

_____6. Fixed Assets & Depreciation

  • Review and update the depreciation schedule for fixed assets.
  • Verify depreciation expenses for the year have been accurately recorded.
  • For any new assets added during the year, ensure they are included in the depreciation schedule.

Finance Checklist

_____1. Period Closing & Reconciliation

  • Close financial periods and reconcile accounts to ensure financial data consistency and readiness for audits, tax filings, and other financial processes.
  • Set up financial periods for 2025 before the year begins.
  • Open the January 2025 period.
  • Finalize all outstanding transactions from 2024.

_____2. LN-Specific Tasks:

  • Perform a soft-close for any open periods in 2024.

_____3. LX-Specific Tasks:

  • Copy the CEA Book for the new year, ensuring all Journal Sources are set up. This ensures all required records are in place.
  • Run ACP920 (1099 Report) before ACP910 (Year End Close), as the Close Program clears 1099 Payments History.

_____4. Financial Cleanup

  • Address any old sales invoices and ensure they are properly closed.
  • Rectify any outstanding financial integration errors.
  • Set up and test new integration mappings for 2025 in a test environment.
  • Review and update jobs to ensure they are configured correctly for 2025 processing.
  • Identify purchase invoices for cash-flow management that won’t be paid until 2025.

_____5. Payroll Review

  • Verify employee payroll records and reconcile them with financial statements.
  • Ensure all employee information is up-to-date, including unpaid sick leave and vacation time, and carry over or adjust as necessary.

_____6. Accounts Receivable & Payable

  • Resolve any outstanding issues or unpaid invoices in customer or vendor accounts.
  • Record all payments and receipts to maintain accurate financial data.
  • Review outstanding receivables for potential bad debts.
    • Decide whether to carry them over into the new year.
    • Adjust the allowance for bad debts as necessary.

_____7. Bonus Financial Tasks

  • Verify that ERP calendars are set up for the new year with holidays correctly indicated.
  • Ensure proper mapping and testing of financial processes to avoid disruptions in the new year.

Taking these proactive steps will set your ERP system up for success in the coming year.

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