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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 Tip of the Week: Production History Purge

George Moroses 0 40062 Article rating: 5.0

Did you know that you can clear production history?

JIT900 - Production History Purge

To clear field values from Production History Inquiry (JIT300). Run monthly as Day End Run and Month End Run which clears M-T-D fields.  There is an option to clear the average per hour and maximum per hour fields. This program can be run as often as you wish.

Infor M3 Tip: Personalization Tools in M3: Setting a field to be mandatory

Frank Petrasio 0 43037 Article rating: 5.0

This procedure describes how to make a field mandatory. A mandatory field must be completed by specifying a value. If this field is left blank, the user cannot proceed to the next panel or form.

  1. Go to the detail panel of a program.
  2. Choose the input field that you want to be mandatory. Right-click the field and select Personalize > Enable Mandatory.

Note: An asterisk (*) beside the field indicates that the field is mandatory. To disable the feature, right-click the field and select Personalize > Disable Mandatory.

Partner News - Avalara/AvaTax for Infor LX | BPCS | LN | Baan | M3

Crossroads RMC 0 44423 Article rating: 5.0

Considering tax compliance, but not sure if it’s the right time?

We know that many businesses are facing financial difficulties and need to make hard decisions.

Our partners at Avalara are offering 90 days of free US tax automation for all new AvaTax customers. This means you can implement AvaTax into your Infor product, shopping cart, billing system, etc, without having to pay anything for three months. Learn more>

Tax exempt? Avalara can automate that process too. Focus on what really matters right now, like managing cash flows, and driving revenue initiatives, and leave the tax compliance piece fully automated. 

Infor LX & BPCS Support News

Frank Petrasio 0 45543 Article rating: 5.0

As of December 31, 2021, Infor LX 8.3.3 and earlier, along with ALL versions of BPCS will move to sustaining maintenance.

What does that mean?

If you are on LX 8.3.3 or earlier, or any version of BPCS, your ERP will not be supported by Infor. NO new updates, NO new fixes, regardless of the severity of the issue.

We understand that your situation may not fall into the category of a one-size-fits-all solution, so we are here to tell you that our consultants will work with you to find a solution that works for your people and makes the most sense for your business.

Contact Frank Petrasio to discuss how the latest version of Infor LX can benefit your business. 

800.762.2077 or click here to request a free phone consultation.

Infor LX & BPCS Tip of the Week: Fast Line Entry

George Moroses 0 51877 Article rating: 5.0

LX Order Entry has been enhanced to provide a new Fast Line Entry panel. The new presentation makes traditional order entry faster by reducing the keystrokes necessary to create new lines. It also places the item description on the primary entry line, making it easier to confirm that the desired item has been ordered as each line is validated.

Impact:

ORD700DA – Fast Line Entry
ORD700D2 – Order Line Entry, Quote Line Entry and RMA Line Entry

Tip of the Week: 8 Ways to Improve Production Efficiency in Your Manufacturing Plant

Crossroads RMC 0 71793 Article rating: 5.0

No matter how large or small your manufacturing plant is, efficiency and productivity relative to your capital investment are the keys to maintaining your competitive edge. Wasting time and money is not something anyone wants to do, but manufacturers need to be especially mindful of both and actively work to address any issues that lead to productivity or financial loss.

Source: https://www.onupkeep.com/blog/improve-production-efficiency/

Infor LN & Baan Tip of the Week: Dynamic Assembly Control BOM (LN 10.7)

Kathy Barthelt 0 100729 Article rating: 5.0

In previous releases of LN, the Assembly Control Bill of Material (BOM) offered limited flexibility. For each end item configuration, users were required to create unique Engineering Modules, which are used to determine the assembly parts that are consumed in a specific Line Station during a specific operation.

If LN is integrated with Design Studio, previously called Infor CPQ, BOM structures can be maintained in Design Studio for Assembly Control. These structures can include non-configurable parts that are directly linked to configurable items. When communicating these structures to LN using the Assembly Control, Product Variant Structure (tiapl3510m000) session, the structures were rejected because non-configurable parts were not supported by the session logic.

In this release, BOM structures that include non-configurable parts can now be accepted in LN. Consequently, if LN is integrated with Design Studio, it is no longer required to use the Engineering Module. Using the Engineering Module has become optional.

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Tips:  LX | BPCS | M3

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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