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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: What is the LN Report Designer and what is required to use it?

Kathy Barthelt 0 1430 Article rating: 5.0

The main purpose of the Report Designer is to enable changes to the design of a 4GL application report, without modifying the standard report or using an external reporting solution. The changes are stored as personalizations. Therefore, the effort that is required to implement changes, after the standard is updated, is reduced.

You can also generate new reports that are based on a selection of fields from the application data model. These reports are generated in the extensibility package. You can personalize these reports in the Report Designer, or modify them in LN Studio.

  • The Report Designer is available with LN 10.5 and later.
  • Enterprise Server 10.6 is required.
  • The Report Designer is only supported in LN UI.

Note:  On LN 10.5 you must re-compile the reports once with Enterprise Server 10.6 to enable them for the Report Designer.

OTTO - On-Time Ordering: Q&A with an MIS Manager from a metal fabrication manufacturer

George Moroses 0 429 Article rating: 5.0

OTTO  A Q&A with an MIS Manager from a metal fabrication manufacturer:

1. How difficult was it to initially install OTTO?

"We loaded OTTO on our AS/400 on a Friday morning and demonstrated OTTO's capabilities with our own data that afternoon. That really impressed me from an IS perspective because it was so easy to load and run."

2. Would you install it on a test system or on the production system?

"We installed on the production system in order to use live data. OTTO resides outside of the ERP system and builds its own databases so it is not detrimental to any other system."

3. How difficult was it to implement OTTO, was there a negative impact on daily operations?

"Some reports were being used on the first day of the evaluation. There was only positive impact on our operation. For example, shortages in our final assembly area were eliminated within 30 days of the demonstration."

4. Comments?

"I was greatly surprised OTTO fit so well with our operation. OTTO has worked well in our company (we substantially increased on time shipments at the same time our business was seeing a 3 fold increase), but each company has to judge for themselves how well OTTO fits in with their organization."

Contact us to learn how OTTO can help your company!

Analytics Dashboard News: What is a CFOs Biggest Concern?

Crossroads RMC 0 388 Article rating: 5.0

If you ask CFOs about their biggest concerns, most of them will tell you that increasing cash flow is a high priority.

In order to succeed at this, you have to keep an eye on your accounts receivable. Many companies, however, do not have the means or data to find out where they currently stand.

What if you could have that information at your fingertips?

Learn more about Analytics Dashboard for Infor LN/Baan >

Learn more about Analytics Dashboard for Infor LX/BPCS/M3 >

Your Enterprise Resource Planning software lies at the heart of your business

Infor LX & BPCS

George Moroses 0 13023 Article rating: 5.0

How Infor LX & BPCS is utilized is critical to operating a stable, well understood and effective business system. Knowing the current state of your system will enable you to make decisions to either better utilize your current ERP version or upgrade.

Crossroads RMC’s Utilization Review helps you flush out issues and areas for improvement. Our findings have resulted in minor procedural changes to a full reimplementation, or system upgrade to Infor LX.

If your business requirements and your resources have undergone major change since your original implementation, it is time to take a look at your ERP system to see if it is being utilized properly. The Crossroads RMC Utilization Review is designed to work with your people to identify the best way to apply the powerful capabilities within the Manufacturing, Supply Chain and Financial modules within the LX/BPCS software to best suit the needs of your business, not only today, but in years to come.

Learn more>

Infor LX & BPCS Tip of the Week: How do I restrict over-shipments to customers - LX 8.4?

George Moroses 0 1289 Article rating: 5.0

This enhancement prevents over-allocations and resulting overshipments to customers. Attempted over-shipments can present an error message to the user, or there is an option to automatically adjust the user’s request to the allowed quantity.

Since over-shipments result from over-allocations, Infor LX provides an optional validation during the four processes where a user can attempt to over-allocate. Note: Infor LX never over-allocates or over-ships; this always results from a user’s action. This enhancement provides three options regarding over-allocations and over-shipments:

  • Continue current process with warning message.
  • Show error message.
  • Automatically change allocation quantity to match quantity available for shipment.

If the over-ship quantity change is acceptable, internal procedures may require that the order quantity be revised so that pricing, promotions, credit checking, load planning, and other processes reflect the actual quantity.

The programs or areas impacted include:

  • ORD820D, Order Entry System Parameters
  • ORD720D2, Order Allocations
  • ORD725D, Order Entry Allocations
  • ORD570D5, Pick Confirm Inventory Confirmation
  • ORD700D2 / ORD700DA / ORD710B, Order Line Validation

Your Enterprise Resource Planning software lies at the heart of your business

Friedman | MAPICS | XA and more

George Moroses 0 26879 Article rating: 5.0

How your ERP is utilized is critical to operating a stable, well understood and effective business system. Knowing the current state of your system will enable you to make decisions to either better utilize your current ERP version or upgrade.

Crossroads RMC’s Utilization Review helps you flush out issues and areas for improvement. Our findings have resulted in minor procedural changes to a full reimplementation, or system upgrade.

If your business requirements and your resources have undergone a major change since your original implementation, it is time to take a look at your ERP system to see if it is being utilized properly. The Crossroads RMC Utilization Review is designed to work with your people to identify the best way to apply the powerful capabilities within the Manufacturing, Supply Chain and Financial modules within your ERP software to best suit the needs of your business, not only today, but in years to come.

Learn more>

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Tips:  LX | BPCS | M3

Item Facility Master has a new attribute to define the override inspection days lead time CICP.ICINSD.

  • When an item facility has a defined override inspection days lead time, that value will be used instead of the system parameter inspection days lead time.

MRP exception report, MRP200B
Purchase planning report, PUR285B
Purchase order / Requisition maintenance, PUR500D3
Purchase order consolidation / release, PUR640B1
Vendor splits, PUR653B

This enhancement improved the subfile utilized in MRP320D Master Schedule Detail Inquiry -SCR001 by expanding the subfile with data rather than clearing the subfile as user pages. This change provides full support for the WebTop 4.8 Grid decorator.

This enhancement updated the approach used to populate the subfile to allow a deployed Webtop Grid to function correctly. There is no visible or user-impacted change to the way the program functions.

This enhancement provides improved functionality and full support of a Webtop grid applied to the subfile.

Last

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cash Flow Functionality and Setup

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

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Kathy Barthelt

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