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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

ERP & the Importance of Accuracy & Productivity

Infor LN & Baan

Kathy Barthelt 0 17532 Article rating: 5.0

If you don't think accuracy and productivity are important, you need to take a hard look at HOW you’re running your ERP system.

  • Have you eliminated large amounts of data entry?
  • Is your data error-free at month's end?
  • Do all of your systems talk to one another?

If the answer is no, Crossroads RMC can improve accuracy and productivity with system integration and/or automation.

Too expensive you say? Too time-consuming and way too much effort to make it happen? Not necessarily... 

Effective September 30, 2023, IBM® will end support of the IBM i operating system 7.3

AND Infor will no longer support LX and related products on IBM i 7.3 as of June 1, 2024

Crossroads RMC 0 15399 Article rating: 5.0

THE CLOCK is T I C K I N G ... 

MARK YOUR CALENDARS!
Effective September 30, 2023, IBM® will end support of the IBM i operating system 7.3  AND  in line with IBM’s support policy, Infor will no longer support LX and related products on IBM i 7.3 after May 31, 2024.

All Infor LX releases, patches, and related solutions will be...

Infor LN & Baan Tip: Considerations for Release to Warehousing for a Cost Item

Kathy Barthelt 0 59213 Article rating: 5.0

When there are two Cost Items, one with Release to Warehousing applied and the other with Release to Warehousing not applied, upon approval of the Sales Order, the Cost Item that is released to Warehousing will go straight to Staged status, pending Shipment confirmation, while the Cost Item that is not released to Warehousing will be up for Sales Deliveries.

Apart from this main difference in functionality between having and not having this option to release to Warehousing checked, there are other impacts to consider...

Reskilling and Upskilling Your Staff – Why You Shouldn’t Ignore This

Crossroads RMC 0 14146 Article rating: 5.0

According to the World Economic Forum, half of all employees will require significant reskilling or upskilling by 2025.

For many of you, your Infor ERP system was implemented 5, 10, 15, or 20+ years ago, and now there are only a handful of people left from that implementation if any at all. Since most of your "how and why" walked out the door, how much longer can you get by on “tribal knowledge”? While many companies understand the importance of employee training, implementing that training remains a challenge. What’s the best way to proceed you ask?

Infor LN & Baan Tip: What conditions must exist before changing an item's inventory unit?

Kathy Barthelt 0 57589 Article rating: 5.0

Is there a procedure for changing an item’s inventory unit? What conditions must exist before it can be done?

Once inventory transactions (receipts or issues) have occurred for an item, the inventory unit cannot be changed. If only orders have been placed against the item (sales or purchase), the inventory unit can be changed if these...

Infor LX & BPCS Tip: 4 Approaches to Customizing LX / BPCS - Preparing for a Future Upgrade

George Moroses 0 23661 Article rating: 5.0

How do I modify BPCS/LX to allow for the ease of upgrading in the future?

  1. Exit Points...

Is it time to get more out of your ERP?

Crossroads RMC 0 13816 Article rating: 5.0

As crazy as it sounds, we’re about to enter the 2nd half of 2023. How are you doing on your 2023 goals? Planning for 2024 projects?
Maybe it's time to get more out of your Infor ERP system.

OFF SUPPORT AND MAINTENANCE WITH INFOR AND FEEL STUCK?

⇒⇒ TIME TO UPGRADE?

⇒⇒ NOT UPGRADING?

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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Kathy Barthelt

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