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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

DASHBOARDS for IBM i WEBINAR

See it. Understand it. Discuss it.

Anthony Etzel 0 14651 Article rating: 5.0

Are your numbers telling the full story? Discover the power of dashboards in our recorded webinar from 5/2/2024: "Unlocking Business Insights with Dashboards" Numbers are just the tip of the iceberg; the real insights lie beneath, in the 'how' and 'why'. Imagine presenting your manager with a dashboard that not only showcases the figures but also unveils the backstory behind them. Picture revealing that the 3rd shift was short-staffed for over a week, or that a material shortage caused order fulfillment delays, or that quality issues triggered extensive rework, impacting subsequent production runs. How do you unearth all this crucial information without consulting every individual involved?

The Answer:  D A S H B O A R D S !

[Watch Video] Webinar: Business Insights Made Easy With Dashboards...

Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items

Kathy Barthelt 0 24843 Article rating: 5.0

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service...

Infor LX & BPCS Tip: Did you know? One Time Vendor – ACP100D2-02 (Vendor Master Maintenance)

George Moroses 0 14632 Article rating: 5.0

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.

Webinar: Business Insights Made Easy With Dashboards - Infor LX/BPCS

Thursday, May 2, 2024 - 12:00-1:00 (US/Central)

George Moroses 0 18692 Article rating: 5.0


  

Join Crossroads RMC
& the InforIBMi-Series Community

Business Insights Made Easy With Dashboards

Learn how easy it is to create and use dashboards to gain valuable insights into the data you use daily to run your business.

Join our webinar: Thursday, May 2, 2024 at 12:00pm Noon (US/Central) for 1 hour.

Register →


Presenter: Anthony Etzel

Infor LN & Baan: Customizing Shipping Labels for All Customers

Kathy Barthelt 0 20389 Article rating: 5.0

Are you striving to create shipping labels that cater to all your customers' needs? Do you require specific details on your shipping labels for particular items or product lines?

According to recent research, the global barcode label printer market was valued at $2.6 billion in 2022 and is estimated to reach $4.3 billion by 2032, exhibiting a CAGR of 5.2% from 2023 to 2032.

Crossroads RMC's RMClabel software automates the printing of customer-specific and item-specific labels...

​Infor LN & Baan Tip: Determining What Data to Archive or Delete

Kathy Barthelt 0 32501 Article rating: 5.0

Ensuring access to historical logistical and financial transaction information for your employees is crucial. However, before proceeding with archiving or deletion, it's essential to evaluate the necessity of retaining this data. Baan and Infor LN (ERP LN) offer standard archiving sessions within major modules that typically handle a significant volume of historical transactions. These sessions are designed to transfer historical data to an archive company before deleting it from the operational company.

When it comes to archiving sessions, you have three primary options:

Infor LX & BPCS Tip: MPS Planned vs. MRP Planned

George Moroses 0 18219 Article rating: 5.0

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...

Unlocking the Full Potential of Your LX/BPCS Investment - Embrace the Cloud for Enhanced Connectivity

George Moroses 0 13983 Article rating: 5.0

At Crossroads RMC, we understand that our clients are fiercely loyal to Infor LX/BPCS because of its breadth of capabilities, reliability, and efficiency. Simply put, it stands as an indispensable tool for your business operations.

Thanks to our new partnership with Aleran Software, we’ve made it easy and affordable to extend your LX/BPCS investment with a suite of modern, cloud-based sales tools, including:

  • Aleran Software Mini DemoCustomer/Dealer Portal Capabilities: Empower your customers and dealers with intuitive portal access.
  • Streamlined CPQ (Configure, Price, Quote): Simplify complex configurations and pricing processes.
  • Efficient Sales Order Management: Centralize all cart activities, quoting, and sales orders for seamless operations.
  • Sales-Focused PIM (Product Information Management): Store vital sales-driving information for enhanced decision-making.
  • Flexible Buying Sites: Offer unlimited buying sites tailored to customer or dealer preferences, complete with customizable price points.
  • Integrated Catalog and Tech Manual Buying: Facilitate integrated buying directly from existing catalogs and technical manuals.
     

With a modern, cloud-based deployment, Crossroads RMC can help you remove the risk and eliminate the headaches that come from traditional cost-prohibitive builds and months-long integrations. We can help you put your customers at the center of a multi-channel sales strategy with curated sales experiences, personalized promotions, and out-of-the-box fully configurable tools and features.  

Contact us today at 800.762.2077 to jumpstart your path to enhanced connectivity and sales efficiency.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

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Infor LN & Baan Tip: Cash Flow Functionality and Setup

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

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