BPCS/LX Tip of the Week: Changing the Master Schedule

Anthony Etzel / Wednesday, July 9, 2014 0 78477 Article rating: 4.5

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

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

Kathy Barthelt / Wednesday, July 9, 2014 0 117220 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.

Baan/LN Tip of the Week: Default Order Frequency

Kathy Barthelt / Thursday, July 3, 2014 0 187135 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.

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

Anthony Etzel / Thursday, July 3, 2014 0 77092 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:

Receive and enter the customer order
Automatic credit review
Automatic release of the shop order tied to the customer order
Issue material, report labor to the production order receipt
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.

PDIC Goes Live with Crossroads MES

Anthony Etzel / Monday, June 30, 2014 0 56504 Article rating: 5.0

PDIC, a leading producer of wire products, went live with the Crossroads MES solution on June 30^th,2014. PDIC needed a better way to deploy and report shop floor information to BPCS 6.02. Their goal was to eliminate all their manual reporting and position themselves to take advantage of the Crossroads Dashboards.

Baan/LN Tip of the Week: Negative Inventory

Kathy Barthelt / Wednesday, June 25, 2014 0 134423 Article rating: 5.0

If Location Control is turned on in Baan IV, then inventory should never be negative.

If Location Control is not turned on in Baan IV, and the parameter “Negative Inventory Allowed” in INV Parameters is set to “NO”, then inventory should never be negative.

In Baan V and LN, the parameters in Inventory Handling Parameters determine whether you can have negative inventory. If these parameters are set to “NO”, then inventory should never be negative.

BPCS/LX Tip of the Week: Establish Costing For Purchased Items

Anthony Etzel / Wednesday, June 25, 2014 0 90963 Article rating: No rating

How Does Infor LX Establish Costing For Purchased Items?

In LX, you will establish a standard cost (you define the standard) that LX will use for the purchase items. You also need to establish in LX the Cost Type, the Cost Bucket, and the Cost Set needed for cost accounting.

BPCS/LX Tip of the Week: Alternate Items

Anthony Etzel / Thursday, May 29, 2014 0 82819 Article rating: No rating

How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

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Crossroads RMC / Wednesday, April 13, 2022

/ Categories: Because I Care, Analytics Dashboard

Dashboards vs. Reports – What do they offer and which do I need?

Companies are collecting oceans of data, and struggle with transforming it into usable information. Most businesses focus on two methods of sharing data - the report and the dashboard. While these two terms mean many things to many people, it is important to understand what these terms mean and how the report and dashboard have similar features but they are not the same thing.

What is a Report?

A report is meant to be used to gather detailed intelligence on the operations within an organization, thus a report can be either very broadly covering a wide scope of related information, or narrowly focusing on details of a single item, purpose, or event. All of this information, while presented in a report, is meant to be a snapshot in time.

Quite often, a report is built within the ERP system itself and often is constrained by the graphical and user limitations within the ERP. More often than not, large amounts of data are exported to Excel where added features allow for better manipulation of the data to a format that is digestible by users. Regardless, the data is only valid for that moment and time.

What is a Dashboard?

A dashboard is a graphical interface that provides at-a-glance views revolving around answering a central question. For example, an executive may ask you for up-to-the-minute details on "how the business is doing?". The answer to that question is as complex as the organizational structure of the company, but it is probably very simply measured with approximately 10 metrics. Those 10 metrics can likely be analyzed in chart form, and can and should be combined into one chart when the numbers are relatable or are on a similar scale. All these things should be considered when building a dashboard.

Dashboards, similar to the one in your vehicle, display critical data. Imagine driving down the road and having to push a bunch of buttons to find out how much fuel you have left, or having to pull over and pop the hood to check the oil pressure. It would be dangerous and a waste of your precious time. Your car's control panel or dashboard displays the most crucial information in an easy-to-use, graphical way.

How do Dashboards and Reports differ?

First, a report contains much more detailed information. Where a dashboard might provide a CEO with information on how the entire company’s sales are progressing, a corresponding report will give the CFO or VP of Sales the ability to see how each sales region or even salesperson is performing and make leadership decisions. Just like responsibility, data will get more granular as the organizational hierarchy goes down. The C-Suite might be interested in the detailed data, but for seeing a snapshot of high-level information, the dashboard is the desired mode.

Second, a report is much longer than a dashboard. Not only in the amount of detail but also visually. Tables and charts that live within a report can take up many pages. Furthermore, a report will likely require the reader to scroll through many screens or click from page to page.

A dashboard should confine its display to a single screen with no need for scrolling or switching among multiple screens. Something powerful happens when we see things together, all within eye span. Likewise, something critical is compromised when we lose sight of some data by scrolling or switching to another screen to see other data.

When an individual dashboard has so much information on it that scrolling is required, the power of the dashboard is diminished because the information that lives there is intended to be viewed together. Each piece of information on the dashboard is meant to give the reader the ability to answer part of the central question of the dashboard. These charts combine to answer the question, so if the reader can’t see them together, making them work together is much more difficult.

To sum it up, a report is a more detailed collection of tables, charts, and graphs and it is used for a much more detailed, full analysis while a dashboard is used for monitoring what is going on. The behavior of the pieces that make up dashboards and reports are similar, but their makeup itself is different. A dashboard answers a question in a single view and a report provides information. Put in another way, the report can provide a more detailed view of the information that is presented on a dashboard.

With dashboards, you can empower your entire team with data insights in real-time information, so your data is never stale. Users can create and share custom views of your data on the fly, in minutes.

With powerful Dashboards, you can:

Create pie charts, graphs, interactive maps, and more with just a few clicks.
Build a dashboard once and make it instantly available on any device.
Tell a story with your data with your own custom layouts, colors, and commentary—all with no coding and changes available instantly to users.
Know you always have current reports with real-time data updates.
Access your dashboards from anywhere–computer, tablet, or phone.