Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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 LX & BPCS Finance Tip: AR Aging

George Moroses 0 31390 Article rating: 5.0

An ACR system parameter allows you to specify whether to measure invoice age from the date on which you create the invoice, invoice date, or the date on which the invoice is due. You can set up a separate terms code for each customer on the system to set the basic terms of payment for that customer. For example, this term could specify the number of days an invoice can be due before it is considered past due and the number of days that a discount is available. The system uses the terms code data to...

Infor LN & Baan Finance Tip: What Can You Do in the Financial Statements Module?

Kathy Barthelt 0 72735 Article rating: 5.0

In the Financial Statements module, you can:

  • Define financial statements, and link a structure of child statement accounts and parent statement accounts to these financial statements.
  • Link ledger accounts and/or dimensions to the statement accounts.
  • Link cash flow reasons to cash flow statement accounts.
  • Export financial data to FST reporting tables.
  • Print reports directly, or use the BIRT report functionality to print to PDF, HTML, and export to Excel or Word.


Data drill down in financial statements - You can...

Infor LN & Baan Manufacturing Tip: All About Routings

Kathy Barthelt 0 70768 Article rating: 4.0

The planning data for the method of manufacturing is defined in Routing. A routing consists of operations, with each operation identifying the last to be carried out in a work center and/or on a certain machine defined for a specific site.

Routings can be as follows:

  • Standard Routing - A generic routing that can be attached to multiple items
  • Item specific - A routing that is applied to one item
  • Network routing - A routing containing sequentially ordered operations and parallel operations
  • Order quantity dependent routing - A routing that is defined for a specific quantity of items

You use the Routing module to record routings for manufactured items. You can define the following:

Infor LX & BPCS Manufacturing Tip: Backward Scheduling

George Moroses 0 30050 Article rating: 5.0

Operations are automatically backward scheduled at shop order release time. The backward scheduling algorithm starts with the shop order due date and schedules each operation based upon the standard move and queue times in the routings and the number of days the job is expected to run at standard. The system calculates and stores the operation scheduled start date. The dates may be modified by the shop order maintenance program. The number of days that a job is expected to run an operation is dependent upon the available capacity for that work center and the total hours scheduled for that operation.

The backward scheduling algorithm also considers...

Infor LX & BPCS Tip: What is IDF and how could it make my life easier?

George Moroses 0 31553 Article rating: 5.0

The Infor Development Framework (IDF) re-architects the way a user interacts with the application. IDF provides 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.
  • Hide information that does not apply to a particular job or task.
  • Filter 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, for a group of users, or for all users.
     

Infor LN & Baan Tip: Deleting Records

Kathy Barthelt 0 73123 Article rating: 5.0

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving and the corresponding Baan IV/V Guides describe several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table, a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

Are ERP System Blockages Thwarting Your Progress?

Kathy Barthelt 0 29838 Article rating: 5.0

After a week of blocking the Suez Canal, the now-famous cargo ship, Ever Given has been freed from the 27,000 cubic meters of sand and mud that were surrounding the ship. Supply chains are flowing again. I for one am very glad to hear that the ship has been freed since coffee, toilet paper and a whole host of other items were being held up! In all seriousness, it was and is a crisis that will have ripple effects on the global economy.

As I often do, I started to relate this crisis to the world of ERP that we live in. Although we are not responsible for dealing with a situation like what happened in the Suez Canal, we all deal with problems in our jobs every day. Some of these problems are small, and some are not so small. Some problems are caused by human error, some by prevailing winds that blow us in a particular direction, and some by circumstances out of our control. It is what we do about the problems we encounter that make all the difference. We could bury our heads and hope the problems somehow go away on their own, or we can take action and do something to bring about the change necessary to get past the blockage.

I see “blockages” every day in working with my customers. Sometimes it is a lack of understanding of best practices in a given department, or a reliance on tribal knowledge that determines how and why something is done in the system, or inefficient manual processes destroying a company’s efficiency, or hundreds (or thousands) of customizations standing in the way of an upgrade, or employees labeling an ERP system as “no longer a fit” when their company is only using 10% of the available functionality in the system.

So, maybe today we could focus on what it would take to remove the “blockage” that we have in our way. What benefits could we realize if we worked together to bring about incremental change? Could we actually get that upgrade done? Could we start operating based on industry-leading best practices? Could we increase our market share? Could we decrease our costs and boost our revenue? All of this is possible.

Contact me today so that we can begin to work together to solve the problems that stand in the way of your progress.

solutions@crossroadsrmc.com or 800.762.2077

Infor LN & Baan Tip: Broadcast message to users

Kathy Barthelt 0 79060 Article rating: 5.0

Did you know that you can send a broadcast message to users on the system? This is especially useful if you need users to exit their sessions, or in the event of system maintenance.   

  • For Baan IV users, see KB 22869250
  • For LN users, see KB 1830758
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Crossroads RMC

End of Year E R P Checklist: Streamline Your Transition to the New Year

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

All Departments End of Year Checklist

_____1. Strategic ERP Review

  • Review and Update Reports and Dashboards
    • Evaluate standard reports and dashboards to ensure they align with current business requirements.
    • Adapt them to reflect changing priorities so the information remains relevant and actionable.

_____2. ERP Support and Maintenance

  • Address Outstanding Support Issues
    • Reach out to Crossroads RMC for unresolved support concerns or system issues.
    • Collaborate to resolve lingering problems and clear your to-do list before the year ends.

_____3. Training and Consulting Services

  • Assess Team Training Needs
    • Conduct a skills gap analysis to identify areas where your team may require additional ERP training.
    • Allocate resources for consulting services to help your team remain efficient and effective with the ERP system.

_____4. Future Investments

  • Evaluate New ERP Features or Modules
    • Review potential ERP investments to support business growth.
    • Align new features or modules with the organization’s current and future needs to maximize ROI and operational efficiency.


IT/Technology Checklist

_____1. Data Cleanup

  • Perform data deduplication to eliminate redundant entries.
  • Validate existing data to ensure accuracy and reliability. This reduces errors and boosts confidence in reporting.

_____2. Archive/Remove Obsolete Data

  • Archive or delete outdated data to improve system performance and reduce database clutter.
  • Streamlined data management enhances system usability and reduces search inefficiencies.

_____3. Monitor System Performance

  • Review system logs and performance metrics to identify bottlenecks.
  • Address any recurring lags or slowdowns to improve overall system efficiency.

_____4. Review User Access Controls

  • Audit user roles, permissions, and access rights for accuracy.
  • Remove or update access for users with altered responsibilities or those no longer with the organization.
  • This step mitigates cybersecurity risks and ensures compliance with data governance policies.

_____5. Test Emergency Recovery Procedures

  • Perform a test run of backup and recovery protocols to verify their effectiveness.
  • Ensure all critical data can be restored in the event of a disaster.

_____6. Prepare for Date-Dependent Processes

  • Audit scheduled jobs, scripts, and automation with hard-coded dates.
  • Update these dates to reflect the upcoming year to avoid disruptions in processes.

_____7. Bonus IT Tasks

  • Communicate planned system downtimes with all stakeholders in advance.
  • Document any changes made to the system during this period for future reference.
  • Encourage feedback from end-users on potential system improvements.

Operations Checklist

_____1. Critical Data Accuracy

  • Ensure critical data, such as inventory levels and customer information, is up-to-date and accurate to support efficient facility operations.
  • Remove discontinued items.
  • Delete sold purchase receipts.
  • Clear lot attributes for sold lots.
  • Non-Manufacturing Environments: Update the standard cost field based on current cost.

_____2. Inventory Management

  • Conduct a full physical inventory and update quantities before year-end or establish a cycle-counting program to maintain accuracy.
  • Prepare users for year-end completion of all inventory adjustments, receipts, and invoicing.
  • Determine processes for handling new-year transactions without immediate posting.

_____3. Purchase Orders & Contracts

  • Close out all purchase contracts and purchase orders (POs) to prevent further receipts against any contract line items.

_____4. Costing & Manufacturing Tasks

  • Decide on new standard costs for the upcoming year (for Manufacturing environments).
  • Establish cutoff dates for removing archived BOMs and closed/canceled manufacturing orders.

_____5. LX-Specific Tasks

  • Run PRF900 to update performance measurements and purge closed shop orders.

_____6. Fixed Assets & Depreciation

  • Review and update the depreciation schedule for fixed assets.
  • Verify depreciation expenses for the year have been accurately recorded.
  • For any new assets added during the year, ensure they are included in the depreciation schedule.

Finance Checklist

_____1. Period Closing & Reconciliation

  • Close financial periods and reconcile accounts to ensure financial data consistency and readiness for audits, tax filings, and other financial processes.
  • Set up financial periods for 2025 before the year begins.
  • Open the January 2025 period.
  • Finalize all outstanding transactions from 2024.

_____2. LN-Specific Tasks:

  • Perform a soft-close for any open periods in 2024.

_____3. LX-Specific Tasks:

  • Copy the CEA Book for the new year, ensuring all Journal Sources are set up. This ensures all required records are in place.
  • Run ACP920 (1099 Report) before ACP910 (Year End Close), as the Close Program clears 1099 Payments History.

_____4. Financial Cleanup

  • Address any old sales invoices and ensure they are properly closed.
  • Rectify any outstanding financial integration errors.
  • Set up and test new integration mappings for 2025 in a test environment.
  • Review and update jobs to ensure they are configured correctly for 2025 processing.
  • Identify purchase invoices for cash-flow management that won’t be paid until 2025.

_____5. Payroll Review

  • Verify employee payroll records and reconcile them with financial statements.
  • Ensure all employee information is up-to-date, including unpaid sick leave and vacation time, and carry over or adjust as necessary.

_____6. Accounts Receivable & Payable

  • Resolve any outstanding issues or unpaid invoices in customer or vendor accounts.
  • Record all payments and receipts to maintain accurate financial data.
  • Review outstanding receivables for potential bad debts.
    • Decide whether to carry them over into the new year.
    • Adjust the allowance for bad debts as necessary.

_____7. Bonus Financial Tasks

  • Verify that ERP calendars are set up for the new year with holidays correctly indicated.
  • Ensure proper mapping and testing of financial processes to avoid disruptions in the new year.

Taking these proactive steps will set your ERP system up for success in the coming year.

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