Please Wait a Moment
X

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

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

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.

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.

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.

RSS
First134135136137139141142143Last

Theme picker

Tips:  LX | BPCS | M3

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

Determining whether to use Master Production Schedule (MPS) planning or Material Requirements Planning (MRP) planning for items in Infor LX and BPCS involves understanding the nature of the items and their demand characteristics.

Master Scheduled Items typically encompass finished goods or service items. These items receive their requirements either from Independent demand, Dependent demand, or a combination of both...

12345678910Last

Theme picker

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tip: Sales Quotations

Sales quotations are used to supply a sold-to business partner with the required details to make a purchasing decision.

You can create a sales quotation in response to a request for quotation (RFQ) from a business partner, or as a sales tool to initiate the sales process with potential business partners. A quotation includes the dates, terms, items, or item descriptions to be sold, and a success percentage, which reflects the level of certainty that the quotation will be accepted. Sales quotations are included in the planning modules based on their success percentages. Quotations with a high success percentage are considered as sold.

You can print and send quotations to business partners. You can specify the results of the returned quotations in Sales. If the quotation is not accepted, you can specify the reason for failure and the competitor who won the quote. If the business partner accepts the quotation, you can transfer the quotation to a sales order and specify the reason for success.

Sales quotation procedure - The normal sales quotation procedure includes the creation, printing, specification of results, and processing of sales quotations.

Additional processes - A number of processes do not always occur in the sales quotation procedure, but can be used optionally, such as ATP and CTP checks, creating alternative quotation lines, and copying bill of material components to a sales quotation.

Inserting items from a catalog - You can add items from a catalog to a sales quotation.

Product variants -  You can configure or link product variants for generic items on the sales quotation line.

Price stages - You can link a price stage to a sales quotation line. When processing the quotation to a sales order, the price stage is copied from the quotation line to the sales order line. Sales order lines can be blocked based on the price stage.

Material price information - You can link material price information to a sales quotation line. As a result, the (document line) price on the sales quotation line includes material prices.

After-sales services -  You can specify the after-sales services that will apply to a sold item after delivery. When processing a quotation to a sales order, the after-sales service data is copied from the sales quotation to the sales order.

Project pegging in sales - To identify costs, demand, and supply for a project, you can peg project costs for sales quotation.

Previous Article Infor LN & Baan Finance Tip: What Can You Do in the Financial Statements Module?
Next Article Infor LN & Baan Tip: Job Management
Print
18947 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Theme picker

Contact author

x

Categories