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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

Infor LN & Baan Tip of the Week: Reports to Analyze Company Performance

Kathy Barthelt 0 66187 Article rating: 5.0

You know what data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE & MANUFACTURING:

Infor LX & BPCS Tip of the Week: Reports to Analyze Company Performance

George Moroses 0 33152 Article rating: 5.0

You know what ERP data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX FINANCE & MANUFACTURING REPORTS:

The Best Baan | Infor LN Manufacturing Reports to Analyze Company Performance

Kathy Barthelt 0 64673 Article rating: 5.0

You know what ERP data you need to analyze your company’s production health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in Baan & Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of Baan to the latest version of Infor LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BAAN & LN MANUFACTURING:

The Best BPCS | Infor LX Manufacturing Reports to Analyze Company Performance

George Moroses 0 33997 Article rating: 5.0

You know what ERP data you need to analyze your company’s production health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX MANUFACTURING:

Manufacturing: How much time are you wasting on manual processes?

Crossroads RMC 0 29618 Article rating: 5.0

It tells us that there is a great need for a review of your manufacturing processes.

Manual processes around labor reporting, production completions, issuing of material, inspection approvals, serialization, and more can weigh down the entire shop floor team and can be the source of significant errors. Your business and your customers’ needs have changed and you are in a constant battle to keep up. It is hard to know which area to tackle first and where the greatest impact can be made.

That's where the Crossroads RMC Manufacturing Utilization Review comes in. Whether you're on an old version of BPCS or Baan, or the latest version of Infor LX or Infor LN, odds are there are aspects of Manufacturing / Production Control in the ERP system that doesn't fit your business's current strategy. Do you throw out the software and start with something new? Odds are that is overkill. Sometimes it just boils down to taking the time to understand how your current state matches up with your corporate strategy, understanding the gaps, and developing a plan to get you from point A to point B.

We have successfully helped companies transform their business in the areas of: 

  • Planning / Scheduling
  • Shop Floor Control
  • Final Assembly
  • Quality Control
  • Production Control
  • Forecasting
  • Work Centers / Routings / Bill of Materials

Our consultants have 30+ years of experience that bring about REAL...

The Best Baan IV | Baan V | Infor LN Financial Reports to Analyze Company Performance

Kathy Barthelt 0 62166 Article rating: 5.0

You know what data you need to analyze your company’s financial health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE:

The Best BPCS | Infor LX Financial Reports to Analyze Company Performance

George Moroses 0 31977 Article rating: 5.0

You know what ERP data you need to analyze your company’s financial health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX FINANCE:

Finance: How much time are you wasting on manual processes?

Crossroads RMC 0 31569 Article rating: 5.0

Time-consuming processes around month-end close, year-end close, AP matching, invoicing, account reconciliation, vendor payments, tax compliance, and more can weigh down a Finance team. Your business and your customers’ needs have changed and you are in a constant battle to keep up. It's hard to know which area to tackle first and where the greatest impact can be made.

That's where the Crossroads RMC Finance Utilization Review comes in.
Whether you're on an old version of BPCS or Baan, or the latest version of Infor LX or Infor LN, odds are there are aspects of Finance in the ERP system that doesn't fit your business's current strategy. Do you throw out the software and start with something new? Odds are that is overkill. Sometimes it just boils down to taking the time to understand how your current state matches up with your corporate strategy, understanding the gaps, and developing a plan to get you from point A to point B.

We have successfully helped companies transform their business in the areas of:

  • Procure to Pay
  • Record to Report
  • Quote to Cash
  • Financial Planning & Analysis

Our Finance consultants have 30+ years of experience that bring about REAL...

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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

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant 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) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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Kathy Barthelt

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