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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

Optimize with Infor Development Framework: IDF

Infor LX | BPCS | M3

George Moroses 0 18305 Article rating: 5.0

Why You Need IDF

The Infor Development Framework (IDF) not only helps you modernize the look and feel of your LX software but also the interactions of the IBM i software with other applications in your business.

“The IDF is a multi-user interface, single codebase architecture that’s metadata-driven (and) provides a lot of flexibility to adapt the software for their processes.” says Infor. This is the direction that Infor is going starting...

Managing the Inventory Risk

Infor LN & Baan

Kathy Barthelt 0 17311 Article rating: 5.0

Proper Inventory Management & Planning is not for the weak!

Any of these ever happen to you?

  • My supplier can’t provide the raw materials I need when I need them because I waited too long to order.
  • I underestimated how much raw material I had on hand and now my customer’s order is waiting on hold until I can get the parts I need.
  • I couldn’t meet the desired delivery date for my customer’s order, so they took their business somewhere else.
  • I ordered too many raw materials or made too many sub-assemblies because I didn’t have good visibility to my on-hand inventory.

...

LN & Baan | LX & BPCS Tip: 9 Tips for Secure Manufacturing Business Systems Through OT Cybersecurity Vulnerability Management

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 21743 Article rating: 5.0

Always happy to share a good article on protecting your business from cybersecurity threats. 

9 OT Cybersecurity Strategies To Secure Manufacturing Industries

By Will Fastiggi - Technology for Learners - January 23, 2023

Let’s delve into the details of how to secure manufacturing industries through OT cybersecurity vulnerability management. Below are some tips and tricks.

1. Implement a...

Infor LX & BPCS: Why You Need MES

George Moroses 0 26151 Article rating: 5.0

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...

Staff Augmentation: Knowledgeable ERP Staff Quickly

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 13655 Article rating: 5.0

So... your staff is working on a critical project for your top customer, and in order to maintain customer satisfaction and complete the project on-time, you are faced with the immediate need for additional staff. You know that the recruitment process takes way too long, and that it's virtually impossible to find highly qualified employees that won't need lengthy training to bring them up to speed on your ERP system, let alone your business. 

What if... your ERP system is dragging and you know you are behind on installing updates that are likely to improve system performance, but your IT guy is working on something else of importance and can't perform the upgrade?

Either of these scenarios sound familiar? 

Staff Augmentation ensures that...

Infor LN & Baan Tip: What Data Can Be Archived or Deleted?

Kathy Barthelt 0 51668 Article rating: 5.0

From time to time, your employees need access to information related to logistical and financial transactions that have occurred in the past. Before you archive or delete this information, you must understand the need for this information. Baan and LN contain standard archiving sessions in the major modules that tend to have a high volume of historical transactions. These sessions are designed to copy historical data to the archive company, and then delete the data from the operational company.

You have three options in archiving sessions...

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

Tips: LN | Baan

Infor LN & Baan Period End & Fiscal Year End Processing Checklist

Year-end is always a busy time and it is easy to forget things that must be done in your ERP system to close out the year properly and also set you up for a good start to the following year. Here are some things that you should make sure to add to your to-do checklist:

The year-end close process provides an opportunity to:

_____ Remove discontinued items.

_____ Remove sold purchase receipts.

_____ Remove lot attributes for sold lots.

_____ Update standard cost based on current cost field (for environments without Manufacturing only).

Prepare for Year-End Close

_____ Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.

_____ Check for any applicable sales and purchase invoices/returns and post.

_____ Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.

_____ Determine how to handle new year transactions without posting.

_____ Determine what new standard costs should be entered for the upcoming year. (Manufacturing)

_____ Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders. (Manufacturing)

Finance Specific Items:

_____ Set up the financial periods for 2022 (fiscal, reporting, and tax, as applicable).

_____ Open period January in 2022.

_____ Finalize any outstanding transactions from the current year (2021).

_____ Soft-close any open periods in 2021.

General Baan/LN Tips:

_____ Issue any old sales invoices.

_____ Fix any outstanding financial integration errors.

_____ Set up new integration mapping for 2022 as needed.

_____ Test the mapping in a test environment prior to the new year.

_____ Review & update jobs as needed to ensure they will process in 2022.

_____ Determine for cash-flow purposes, what purchase invoices won’t be paid until 2022.

_____ Make sure that calendars are set up for the new year with holidays properly indicated.

_____ Check jobs to make sure any that are hard-coded with dates will point at the new year.


Want even more tips for year-end processing? See the following 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) 

Need help? Contact us and we’ll be happy to walk you through what needs to be done to ensure that everything is done correctly and completely. 1.800.762.2077 or solutions@crossroadsrmc.com

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Kathy Barthelt

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