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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

About 65% of the world’s population are visual learners. This extends into the ERP software realm, too.

Infor LN & Baan

Kathy Barthelt 0 81157 Article rating: 5.0

Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LN & Baan
  • Accounts Payable
  • Accounts Receivable
  • Journal
  • Booked Sales
  • Invoiced Sales
  • Production
  • Receipts
  • Purchase Orders
  • Inventory

To learn more visit our Analytic Dashboard webpage.

Data Collection: Are you able to perform a full cycle count of your inventory in one day?

Kathy Barthelt 0 41309 Article rating: 5.0

Cycle Counting Benefits:

  • Overall increased inventory accuracy
  • Increased accuracy of count
  • Ability to review and approve count before direct update of Baan / Infor LN tables
  • Elimination of unnecessary re-orders of items with current inventory
  • Greater ability to satisfy customer orders due to greater visibility to accurate inventory levels
  • Direct labor cost savings – less staff required for count
  • Increased productivity during count

Some of our customers counts used to take weeks. They can now complete a count of their entire inventory in one day. One of our LN customers just told us that they recently wrapped up a cycle count using our software and said it was the first time ever that they completed a count without one complaint or mistake!

Contact us today to learn more - 800.762.2077

Integration News: Crossroads RMC has developed an integration from Baan IV to Modula OnePick for Grindmaster Corporation

Kathy Barthelt 0 36102 Article rating: 5.0

One Pick is a Modula Lift automatic vertical warehouse with a special picking bay equipped to provide expedited picking and a high level of pick accuracy. With this system, Grindmaster is able to save floor space, store items safely, automate inventory management, track items, save picking time and prevent picking errors. Go live for this solution is expected in Q1 2020.

IDF News: IDF Maintenance

George Moroses 0 40441 Article rating: 5.0

The Infor Development Framework (IDF) provides two options that you can use to review information about jobs that are in the job queue or underway at the workstations and change the status of unattached jobs or review detailed information for specific unattached jobs.

                Option 5 – Job Status Maintenance: Use this option to review information about jobs that are in the job queue or underway at the workstations. You can also delete records of jobs in the Job Activity (JOBACT) file.

                Option 6 – Unattached Job Status Maintenance: Use this option to change the status of an unattached job. You can also review detail information for a selected unattached job.

About 65% of the world’s population are visual learners. This extends into the ERP software realm, too.

Infor LX & BPCS

George Moroses 0 62741 Article rating: 5.0

Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LX & BPCS
  • Sales Bookings (ECH)
  • Accounts Receivable (RAR)
  • Accounts Payable (APH)
  • Planned Orders (KFP)
  • Purchasing (HPH)
  • Shop Order Material (FMA)
  • Shop Order Operations (FOD)
  • CEA
  • Order Booking (ECS)
  • Labor History (FLT)
  • Sales History (SIH)
  • Material Status (IIM/ILI)

To learn more visit our Analytic Dashboard webpage.

Consulting News: How do I identify the processes that impact my ERP upgrade?

Crossroads RMC 0 44270 Article rating: 5.0

Identify all of the processes that impact my ERP upgrade

  • Identify all current users that transact/execute transactions
    • List users by transaction type/functional area
    • List users by shift worked (off-shift resources often support multiple areas/functions)
    • List users by time frame of use (Daily, Weekly, Monthly, Annually)
       
  • Identify all users that receive reports from the system
    • List last run date of all reports, queries and owners
       
  • Identify all data extract programs/routines
    • Downloads to Excel/Access databases
    • Downloads to Labor / Payroll Reporting Systems
    • Downloads to Assets Management Systems
    • Downloads to Third Party Logistics partners
    • EDI messages for requirements downloads to vendors
    • EDI Input for Order Entry, ASN, and Quotes.
    • Downloads/uploads to vendor Quality Management Systems

Infor LX & BPCS Tip of the Week: MPS vs. MRP

George Moroses 0 64611 Article rating: 5.0

What items should be MPS planned, and what items should be MRP planned…

Master Scheduled Items are those items that are finished goods, or service items, that receive their requirements either specifically from Independent demand, or both Dependent and Independent demand.

  • Independent Demand is demand that cannot be calculated from higher level demand in the product structure, and therefore must be either a forecast or an actual customer order (Finished Goods or Service parts sold to customers).
  • Dependent demand is derived from higher level demand in the product structure. Dependent demand includes components, raw materials, and sub-assemblies. (these are not normally Master Scheduled Items).
  • Service Parts may have both independent demand from forecast and/or customer orders, as well as dependent demand from higher level demand if that item is also used in other sub-assemblies or products.
  • Cumulative Lead Time is a concept used in Master Production Scheduling (MPS) that combines the “fixed” lead time, and the “variable” lead time needed to produce the product. It is the longest path through a given Bill-of-material. Based on the MPS setup options, Infor/ERP LX will calculate cumulative lead time (also called “the Critical Path”) for you (use the “indented BOM” display in BOM300 and find the item with the longest lead time “L/T”). Note: You may have to use Action 21, Line Detail, to see the “L/T” lead time for each item.
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Tips:  LX | BPCS | M3

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities
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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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