Ever wonder what the implications are of choosing one project status versus another?

Here is the explanation of project status possible values:

Free
You can carry out project engineering. This means that you can:

• Define the project master schedule (PMS) by using the Project Control module.
• Maintain the project structure.
• Maintain the customized product structure by using customized bills of material and routing sheets.
• Carry out project estimating.

Simulated
You simulate the rough capacity requirements planning...

The purpose of the option to "Generate" is to insert purchase order lines automatically into the purchase receipt. As part of the automatic process, all receipt lines are also automatically confirmed. The option should be used when large orders are received.   

If necessary, received quantities that are not correct can be adjusted through session Correct Purchase Receipt (tdpur4106s100).

Alternative: From the purchase order lines menu the option...

The world of sales tax is constantly changing and can be extremely confusing, but getting it right is crucial to your company’s success. As your business evolves, your sales tax obligations may also change. Through it all, there are typically five steps involved in maintaining sales tax compliance. Review the steps below to understand your complete sales tax picture.

Step 1: Know where your business must collect...

This topic describes the definition of temporary unavailability for resources in a calendar.

Use one of the following sessions:

• Recurring unavailability
  For recurring unavailability, such as national holidays, define the recurrence in the Recurrences (tcccp0143m000) session. Add that recurrence to the applicable calendar and...

Are you on the latest porting set for your version of Baan or Infor LN?

Here are some issues you might run into if you stay on an old porting set too long:

• Incompatibility because of operating system patches
• Printing issues because of out-of-date libraries
• Potential performance issues if binaries are not updated
• Updating...

Manual     Physical     Inventory

While it may be accurate (and I say MAY), is a Manual Physical Inventory the right way? Best practices would say absolutely not!

The better way is implementing Cycle Counting. Why Cycle Counting instead of a full physical inventory? With a cycle count, the count focuses on a selected range of stock that can be carried out in parallel with a company’s normal operations. Cycle Counts represent a streamlined method of inventory management to ensure less disruption on the business processes associated with receiving, consuming, or dispatching of stock. 

The “freeze” is no longer required, your staff doesn't need to work long hours over the holidays, and you get accurate inventory counts all year long! Crossroads RMC can help you implement Cycle Counting efficiently and painlessly, contact us today to get started. 800.762.2077

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...

To use the ‘Use-Up’ or ‘Alternative’ functionality the correct ATP settings of the use-up item must be defined. Order Planning makes use of ATP to determine if there is still supply available. The component needs to have a CTP horizon greater than 0. Then a top down item selection should be chosen when generating order planning in order for the ATP checks to be done and for the system to plan for the correct components.

Selecting the 'top down item' box when generating order planning is essential because when order planning is generated for only the top level item the components aren't "really" planned for. But when a top down selection is run, the system goes through the BOM and plans for each component accordingly.