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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

Consulting News: Are you familiar with your Infor LN / Baan System Log?

Kathy Barthelt 0 38650 Article rating: 5.0

Data about the system and the application is stored in a system log. The system data includes information about:

  • The application environment
  • Any reorganization of tables
  • The available free disk space
  • The back-up schedule
  • The user data reports
  • The updates
  • Changes in the system
  • The error messages and solutions

Are you comfortable with reading your ERP system log? Have you checked it lately? Need help interpreting if your system may have a problem? Contact Kathy Barthelt today and one of our expert technical consultants can help to put your mind at ease and make sure your system is running as it should.

Infor LN & Baan Tip of the Week: Warehouse Blocking – LN 10.7

Kathy Barthelt 0 73559 Article rating: 5.0

The functionality to block a warehouse for inbound or outbound transactions has been enhanced. A check for blocks is performed not only during receipt and shipment confirmation, but at multiple stages in the process. In addition, you can specify these blocking options for the inbound and outbound processes:

• No

• Yes

• Interactive

For example, if Blocked for Inbound is set to Yes, no inbound actions are allowed in the warehouse. Consequently, users cannot confirm receipts, generate and put away inbound advice or storage lists, and perform inbound inspections. 

If Interactive is set, during a non-automatic warehouse inbound procedure, warnings are displayed which offer the user a choice to either cancel the action or continue. Batch or automatic inbound processes continue, but the corresponding reports and logs make note of the blocking. However, in all scenarios, receipt confirmation is not allowed.

The same rules are applicable for the warehouse outbound procedure steps. The restriction for receipt confirmation also applies to shipment confirmation.

For warehouse transfer orders, not only the ship-from warehouse is checked for outbound process blocks, but also the ship-to warehouse. This prevents situations in which goods get stuck in transit due to inbound procedure blocks that apply to the destination warehouse. Now, the transfer process is already blocked during outbound.

Partner News: Are you up to date on all of the sales tax changes that have gone into effect this year?

Crossroads RMC 0 34075 Article rating: 5.0

Like it or not, requirements for collecting sales tax change monthly and keeping up with those changes requires someone to be “on it” full time. Fortunately, Avalara handles all of that. Learn How >

Contact us to learn how we can take this burden off your plate and ensure that you are 100% in compliance, 100% of the time.

IDF News: Multi-Language Support

George Moroses 0 25580 Article rating: 5.0

IDF capabilities have been enhanced to provide support for many description elements to be displayed in the user’s language. MLS address and description information has been added to Vendor/Customer/Item business objects. Users can add/remove information as needed. Those display icons that do not have MLS fields on them may have MLS objects already created that can be used to add MLS field to those display icons.

Scope: The following multi language description fields are now available in IDF. To show them, select the multi-language field for the desired IDF panel.

• Item Description

• Warehouse Description

• Customer Name

• Vendor Name

• Vendor Accounting Type

• Company Name

• Currency Description

• Country Description

• General Ledger Account Description

• General Ledger Segment Value Description

 

Impact: These IDF programs are new or were updated to support multi language functionality:

• Account Segment Value MLS Extension

• Bank Branch MLS Override

• Bank MLS Override

• Company MLS Override

• Country Extension MLS Override

• Country MLS Override

• Currency Extension MLS Override

• Currency MLS Override

• Customer MLS Address Override

• Customer MLS Note

• Customer Order Class MLS Override

• Customer Terms MLS Override

• Enterprise Item MLS Note

• Enterprise Item MLS Override

• Freight Term MLS Extension

• Note MLS Line

• Sales Representative MLS Address Override

• Vendor MLS Address Override

• Vendor MLS Note

• Warehouse MLS Address

What problem is OTTO addressing?

George Moroses 0 28932 Article rating: 5.0

Most manufacturers are being pressured to reduce delivery lead-times and rely on their planning systems to meet their commitments. This works very well if everything happens as planned. But planning by itself doesn’t make things happen, people and processes make things happen. This acceleration is putting tremendous pressure on key users like planners, schedulers, buyers and production supervisors. Not only are they struggling to meet daily commitments and relying on “brute force” solutions to get the job done but they can actually become unrecognized production constraints. Planning is more important than ever but is no longer sufficient to meet current challenges because the real challenge in meeting commitments isn't planning but in making plans happen.

This is where OTTO comes in - Learn More>

Analytics Dashboard: "The real voyage of discovery consists, not in seeking new landscapes, but in having new eyes." – Marcel Proust

Crossroads RMC 0 34843 Article rating: 5.0

What have you discovered about your business recently? What benefits could “new eyes” bring to your business? Crossroads RMC's Analytics Dashboard could be the “new eyes” your business needs. Identify trends, problem areas, and more – all without touching your ERP system. 

Learn More about Dashboards for LN & Baan>
Learn More about Dashboards for LX, BPCS & M3>

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

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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