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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: Create the Master Schedule

Anthony Etzel 0 42370 Article rating: No rating

In the master schedule creation, you have the flexibility to enter a planning start date, or default to the facility planning start date. Infor LX uses the planning date to plan both orders with forecasts and customer orders as demand.You can create your master schedule from the Master Production Scheduling module (MPS).

No one cares how hard you work! How you can do more, while doing less – know your MO.

David Dickson 0 42677 Article rating: 5.0

Would you like me to tell you a dirty, little secret?

No one cares how hard you work. Sure, some people will notice if you seem to be working hard. Your spouse or companion might note that you seem tired, stressed, not as much fun, or just aren’t around much, but they care about the consequences, not how hard you work. Your boss might note happily that his staff seems busy, things are humming along, but you can be sure that when it is review time she gets no credit for “keeps staff very busy.” Nor will the boss give you extra points for being busy. It is about results.

People outside your personal life, beyond your coworkers, might notice that you are hard to contact, perhaps because you are so busy. But trust me, customers do not care why they can’t get hold of you, and they will not see it as a positive.

Infor and Crossroads RMC are proud to offer a joint webinar on Taking Your Shop Floor Paperless - August 28th, 2014.

Anthony Etzel 0 32817 Article rating: No rating

Taking Your Shop Floor Paperless - Webinar, August 28th, 2014.

During this webinar, you will learn about the Crossroads MES Shop Floor Solution which gives you the ability to do all the following and more:

  • Collect production data
  • Provide real time feedback to your workers and your management team
  • Integrate to machines on your shop floor to pull counts directly
  • Provide up-to-date electronic versions of shop floor paperwork at the work center
  • Monitor your production against your key performance indicators
     

Join us on Thursday, August 28th at 12:00 p.m. Eastern to learn more.

TO REGISTER:

linked removed...

Baan/LN Tip of the Week: Company Calendar

Kathy Barthelt 0 55749 Article rating: No rating

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: SFC600 & SFC650

Anthony Etzel 0 47884 Article rating: No rating

These programs are used to capture and post shop floor information. Labor reporting, machine time, etc. can be captured by either program. The key difference is that one will also capture the production receipt and backflush components. Based on your company information / transaction process, one of these programs will most likely be used daily to capture current shop floor data. You can use the shop packet labor ticket for the manual recording, and the keying of the data. Alternatively, you can incorporate an automated method like an MES solution to capture the data and streamline the process.

Crossroads RMC to Exhibit at Manufacturing Matchmaking 2014

Crossroads RMC 0 36964 Article rating: No rating
Crossroads RMC will exhibit at the inaugural Illinois Manufacturing Excellence Center (IMEC) Manufacturing Matchmaking Event 2014 on September 23, 2014. Manufacturers from across the state of Illinois will come together at this event to discuss ways to improve the productivity and competitiveness of Illinois' small and mid-sized manufacturing firms.

BPCS/LX Tip of the Week: What is the bubble number and how do I maintain it?

Anthony Etzel 0 43047 Article rating: No rating

The bubble number is maintained at the component level for each component defined on the Bill of Material. It is an extra user-defined reference number that you can use to re-sequence the maintenance screen display or bills of material listings.

In Infor LX, the system displays the bubble number for the existing child items. Engineering drawings often use a bubble number at the component level on the drawing so that same bubble number can be used on the Bill of Material for a link of the component to the drawing. Alternatively, you may use it simply as a method to sequence the BOM.

Be careful of how you assign the number. It is a good idea to assign the number with a consecutive count by 10 leaving room to allow for component additions to the Bill of Material.

Baan/LN Tip of the Week: Setting Up New Employees in LN

Kathy Barthelt 0 55831 Article rating: No rating

In LN, the People package is used to register the employee’s hours and expenses. To support the People package, the Employees - General (tccom0101m000) session only contains the general employee data.

The title of the Employees - General (tccom0101m000) session was changed to Employees – General (tccom0101m000).

From the Employees - General (tccom0101m000) session, users can start the following sessions to define the more specific employee data:

  • Employees - People (bpmdm0101m000).
  • Employees - Project (tppdm8101m000).
  • Employees - Service (tsmdm1140m000).
  • Skills by Employee (tcppl0120m000).
  • Employees by Team (tcppl0150m000).
  • Roles by Employee (tcppl0170m000).

After users define the employees, users can also start the listed sessions from the Employees Dashboard (bpmdm0101m100) session in People.

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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...

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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