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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

Infor LX & BPCS Tip of the Week: Order processing enhancement – LX 8.4

George Moroses 0 63284 Article rating: 5.0

Restrict Over-shipments to Customers

  • System parameter option controls when over shipments are allowed

Options to:

  • Continue current process with warning message
  • Give error message
  • Automatically correct to quantity available for shipment
     
  • Option to revise the order quantity so that pricing, promotions, credit checking load planning and other processes reflect the actual quantity
  • Allows better control of exceptions for over shipments
  • Ensures that pricing, promotions are correctly based on actual order quantity

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

Infor LN & Baan

Kathy Barthelt 0 81233 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 41380 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 36188 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 40459 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 63002 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 44308 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
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. Select the business partner in the Business Partner field, Press Tab. Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
  4. Select the order type for subcontracting in the Order Type field, purchase office in the Purchase Office field, and the related order series in the Order field.
  5. Click New on the Order Lines tab and select your subcontracted price item in the second segment of the Item field.
  6. Specify the required quantity in the Ordered Quantity field, price of the item in the Price field and click Save.
  7. Click the Approve button to approve the purchase order. The purchase order Status is updated to Approved.
  8. Verify that the material to be sent to the subcontractor is updated on the Material Supply Lines tab.
  9. Select the material line on the Material Supply Lines tab and click Actions > Generate Supply Order.
  10. Select the generated supply order line updated in the Supply Order Line field on the Material Supply Lines tab and click References > Supply Lines. The Warehousing Order (whinh2100m100) session is displayed.
  11. Select the outbound order line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  12. In the Outbound Line Status Overview (whinh2129m000) session, ensure that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
  13. On the specific menu, click Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  14. Select the shipment line and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  15. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab in the Warehousing Order (whinh2100m100) session.

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Kathy Barthelt

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