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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

The Far-Reaching Impact of Disconnected Data: From Operations to the Executive Suite

Kathy Barthelt 0 11948 Article rating: 5.0

The Impact of Disconnected Data Across Your Organization

Operations Impact:

  • The warehouse manager’s spreadsheet tracking inventory levels and supplier shipments is disconnected from your ERP.
  • Dealer Portal Email orders need to be manually entered into the system.

Finance Impact:

  • Budgeting data is maintained in isolated spreadsheets, unlinked to quotes or sales figures in your ERP.
  • Open purchase orders and invoices need manual matching and approval, creating inefficiencies.

Technology Impact:

  • A large number of reports must be generated outside the ERP for teams to stay "up to date."
  • Valuable time is spent exporting ERP data for analysis in external data cubes.

Executive Impact:

  • Compiling an accurate picture of inventory and financial health is a struggle when data comes from multiple sources.
  • Lack of visibility to inventory shortages results in losing customers due to stockouts or delays.

Disconnected data refers to information stored separately from your main business system, such as your ERP. While this data holds value, the lack of integration creates challenges across your entire organization—often more than expected...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Role-Based Security

George Moroses 0 17249 Article rating: 5.0

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

Infor LX/BPCS Tips & Tricks for EXECUTIVES

George Moroses 0 14872 Article rating: 5.0

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Shelf Life Days and Retest Days

George Moroses 0 13402 Article rating: 5.0

This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

Infor LN & Baan Tips & Tricks for EXECUTIVES:

Kathy Barthelt 0 24728 Article rating: 5.0

OPERATIONS: Order Quantity Dependent Routings vs Default Routings
Order quantity-dependent routings
An automatically selected routing tailored to a specific production order quantity is useful. An example would be if the production order quantity is large, a routing with high production rates is used; If the order quantity is small, another routing is selected.

You can set up these quantity-dependent routings:...


FINANCE: Integration Transactions - Compression
Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value...


TECHNOLOGY: Infor LN Rest API
Frequently Asked Questions (KB2316174)

Infor News You Can Use: Discover the Power of Advanced Planning & Scheduling with industry expert Greg Keating

Kathy Barthelt 0 10665 Article rating: 5.0

CloudSuite® Industrial APS - Effective Planning & Scheduling

Learn what it is, how it works, and how it can transform your manufacturing operations.

Logo

Presented by

Greg Keating, Senior Solution Consultant, Infor

About this talk

Bring the future into closer focus If you are like most manufacturers today, managing your planning and scheduling resources has become a major challenge. The disrupted supply chain, workforce availability, equipment capacity, sporadic market demand, and changing customer expectations all contribute to the complexities of planning. Having the right resources available is essential for keeping production flowing and ensuring customers receive orders on time. In this session we will focus on Advanced Planning and Scheduling (APS) capabilities within CloudSuite Industrial. Our Infor expert will share: - What APS is, how it varies from traditional Manufacturing Resource Planning and the difference between Planning and Scheduling within CSI. - The basic configuration requirements needed to effectively utilize APS and available-to-promise/capable-to-promise (ATP/CTP) functionality. We'll also look at the key differences between these solutions - Examples of advanced applications that help identify accurate and reliable commitment dates.

Watch now On-Demand >

Infor On-Demand: 67min talk

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Infor LX & BPCS: Why You Need MES

You know your plant better than anyone, and most likely you'd admit that there is room for improvement. Perhaps too many defects are causing costly issues down the road, or maybe your production is behind and orders are shipping late? Do you know what needs to be improved? Do you know about the root causes of the problems that you’re experiencing? Is it fair to say, you don’t know what you don’t know … yet?

MES helps you dig into the problem and better yet, SOLVES the problem!

What Is MES and How Does It Work?

Many companies still enter data manually or share work instructions on paper. Most of them, however, know there’s a better way to organize the mass of activity happening on the plant floor. MES provides visibility to that activity as well as the underlying data and uses that data to improve how that activity is done and makes it repeatable. MES connects multiple sites, integrates with equipment, and raises the effectiveness of business applications all to better optimize operations.

The 3 Pillars of MES:

  1. Establishing a plan and staying on schedule. The system takes your input — production shifts/times, production goals, etc. — and calculates the rate at which you need to complete production in order to meet customer demand. Operators see real-time progress on dashboard graphics, knowing the progress at every moment.
  2. Enforcing a repeatable process. Knowing your process is being followed exactly as defined provides the ultimate peace of mind. Every target, from fastening to product routing, is achieved just as you defined it time after time.
  3. Creating a rich data set. Capturing data is one thing; being able to act on that data is really the key to driving improvement initiatives. Use your analytics, explore your data set, and identify and solve your hidden inefficiencies.

All three of these MES pillars are used to help you reach productivity and quality goals by:

  • Solving production scheduling challenges
  • Discovering and sharing your best operators’ insights
  • Uncovering inefficiencies in your process and fixing them
  • Reducing the exhausting task of putting out fires
  • Establishing a continuous improvement philosophy
  • Increasing operator engagement and dedication

And if you need another reason... according to Forbes.com, MES ranks in the Top 5 Key Areas to Affect How Goods Are Made in 2023 - Five Predictions For Manufacturing And Logistics In 2023.
https://www.forbes.com/sites/forbestechcouncil/2023/02/13/five-predictions-for-manufacturing-and-logistics-in-2023/?sh=1155863f1f76

So, what's next? Work with Crossroads RMC, an experienced MES partner who has seen situations just like yours and who has guided companies in your position. And best of all, Crossroads RMC doesn’t just know MES, we have a team of experts who are knowledgeable about manufacturing best practices, your Infor ERP, and MES and can bring all of that knowledge together to help you formulate the right plan for your company’s success.

Contact Anthony Etzel at Crossroads RMC today. He can provide you with a free MES ROI calculator to give you some concrete numbers to help you see what MES can do for your business. 800.762.2077

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