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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

M3/Movex Tip of the Week: Year-End

Frank Petrasio 0 33570 Article rating: 5.0

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

Infor M3 & Movex Tip of the Week: Views & Sorting Orders

Frank Petrasio 0 38033 Article rating: 5.0

One of the most common complaints from M3 users is that the wrong information is displayed on B (list) panels, or it is displayed in the wrong order. M3 provides a tool that allows users to personalize the display so only relevant information is seen without programming assistance from IT.

It is divided into two components:

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

Kathy Barthelt 0 67192 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 33791 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 65590 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:

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Financial Year End – Have you done all you need to do?

I'm reposting this checklist for things to consider in order to finish out the current year, and plan for next year…

  • Are your accounting records up to date so you can make a projection of how the current year will turn out?
  • Are all account reconciliations up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year-end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

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Kathy Barthelt

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