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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 66313 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 33166 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 64795 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 34007 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 29630 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 62282 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 31990 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 31581 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
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for OPERATIONS: Update, Cancel or Remove Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may affect the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  • Update the outbound order line if the originating order is changed.
  • Cancel the originating order line and the outbound order line.
  • Delete the canceled outbound order line.

If updating is allowed, changes made to the originating order are updated to the outbound order line and the related outbound advice, and, if present, picking lists, are deleted.

If updating is not allowed, a message is displayed, and the input is blocked when you try to change the originating order line.

If canceling is allowed, the outbound order line is deleted or set to Canceled when the originating order line is canceled.

When a canceled outbound order line is deleted, if present, the related outbound advice and picking list are also deleted. Outbound order lines originating from manual order origins cannot be deleted when canceled.

To process an outbound order line that is not deleted but set to Canceled, the outbound order line must be set to Shipped. The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed to process the outbound order line.

When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0. You can create a transfer order to return the not-shipped goods to inventory.

If canceling is not allowed, you cannot cancel the originating order line or the outbound order line. A message to that effect is displayed when you try to cancel the originating order line.

To prevent the goods from being shipped when canceling is not allowed, you must complete the outbound and shipment procedures. When confirming the shipment line, you must set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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