Infor LX & BPCS Year-End Close Checklist

Year-end is always a busy time and it is easy to forget all the things that must be done in your Infor ERP system to close out the year properly and set you up for success the following year. Here are some things you should have on your 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 (only for environments without Manufacturing).

Preparing 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.

We are proud to announce that Tim Baker, Crossroads RMC Senior Solutions Architect & Project Manager, has become a member of the Infor LX User Community Board of Directors!

Tim brings 32 years of experience to Crossroads RMC and takes pride in offering exceptional leadership and expertise to achieve the goals and objectives of his clients. It is this level of experience that will make Tim an excellent representative for the Infor LX Community going forward as a member of the board.

At Crossroads RMC, Tim serves as a Senior Solutions Architect and Project Manager for Infor LX and Infor ION implementations. He has been a Senior Manager of Software Development and Support, Senior System Analyst, and has managed software development team objectives and projects, which included planning, installation, and software modification of BPCS, Infor LX (ERP LX), I2, DC Service, and web development software. Additionally, he has managed a multitude of projects and led analysis, design, training, and development efforts across multiple ERP verticals.

Please join us in congratulating Tim and wishing him well in his efforts to help the Infor LX User Community!
Infor User Communities allow you to network with other customers and discuss any of Infor’s software solutions. 

Not currently a member of the Infor LX User Group?
The LX User Group has moved to https://concierge.infor.com. All access requests require approval by your organization's support admin. Once you have access to https://concierge.infor.com, click on the Communities box, and join the LX - User Group - LX. 

The Infor LX system supports 4 levels of inventory. You can view summaries of stock at each level through the Material Status Inquiry program or through reports. Below are the 4 levels:

• Item
• Item + warehouse
• Item + warehouse + location
• Item + warehouse + location + lot

The lot number level and/or container of inventory can...

Consider this…

Your staff is working on a critical project for your top customer, but in order to complete the project on time with high customer satisfaction, you need to extend your team. You know that the recruitment process is lengthy and it is not easy to find highly qualified people who won’t require a lengthy training process just to bring them up to speed on your ERP, (let alone your business) so this option is not suitable.

Or how about this…

Your ERP system is dragging and you know there are updates to install which are likely to improve system performance, but your IT guy is tied up working on something else and doesn’t know when he can perform the upgrade.

Either of these scenarios sound familiar?

Oh, you think they are?

Well, you might want to take a hard look at HOW you’re running your Infor ERP system.

• Have you been able to eliminate large amounts of data entry for your staff?
• Do all of your systems talk to one another?
• Is your data error-free at month end?

If the answer is no, your company would likely benefit from...

Transactions to be mapped - In the mapping scheme, you must define the ledger mapping and the dimension mapping for these types of transactions:

1. Financial integration transactions resulting from logistic events in Operations Management.
2. General Ledger transactions.
3. Procurement card transactions in Accounts Payable.

In addition, to support dimension accounting...

The Infor Development Framework (IDF) re-architects the way a user interacts with the application, providing an efficient, task-oriented process to view application information that is contained within Infor LX. IDF enables users to configure their view of the application data without modifying the core application and its supportability.

The examples below describe how users can configure their display of data and maximize overall productivity:

• Arrange application information into multiple groupings and sequences that make sense for the job.
• Filter or hide records to show only the information that applies to the job or task that the user is performing.
• Customize the information for an individual user, a group of users, or all users.