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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

RMClabel offers significant advantages over other third-party label printing software

Infor LN & Baan

Kathy Barthelt 0 86914 Article rating: 5.0

Since label information can be unique to a business, item, customer or functional area, RMClabel allows for an easy method to configure exactly what is needed on any type of label, including 1-D barcode, 2-D barcode and RFID labels. 

Built in label logic allows for automatic switching of label formats. RMClabel is built for Infor LN and Baan. It natively understands the table structures and easily integrates with any data collection application or Infor LN/Baan session

Why should I automate my processes?

LN & Baan

Kathy Barthelt 0 35810 Article rating: 5.0

The truth of the matter is that automation is a necessity in order to stay competitive in today’s marketplace. The demand to do more with less is ever present. Automating your processes can give you the competitive advantage you’ve been looking for.

Basic automation tools also help manufacturers track performance, such as cycle times, and order-to-delivery times, so that they can measure improvements. This tracking ability provides a historical record, as well as analytics that can be used to predict future needs. With this information, manufacturers can keep a close eye on trends in production orders, and use them to identify seasonal and customer buying trends and triggers. This insight can be helpful in planning for needed resources—from personnel to raw materials.

Read more > Manufacturing Industry Perspectives - Shop floor automation: A necessity for competitive manufacturing

Contact Kathy Barthelt today to discuss how Crossroads RMC can help you automate your processes and propel your business beyond the competition.

 

Infor LN & Baan Tip of the Week: Inventory aging analysis report

Kathy Barthelt 0 84493 Article rating: 5.0

A new standard Inventory Aging report can be printed in the Perform Inventory Aging Analysis (whina1440m000) session. This report is mainly based on the physical incoming and outgoing inventory movements and transactions. The date of inventory consumption or issue is compared to the date of receipt. If inventory is not yet issued, a reference date is used for aging calculation.

The report includes this information:

• Which inventory items are not frequently used or are obsolete.

• How long items have been stored in a warehouse.

• Inventory and transaction values. This facilitates the financial auditing process.

To use this new feature, an inventory aging analysis definition must be available in the Inventory Aging Analysis Definition (whina1140m000) session.

What do you get with IDF?

Infor Development Framework

George Moroses 0 33004 Article rating: 5.0

What do you get with IDF?

With Infor Development Framework (IDF), you can configure your view of the application data without modifying the core application and its supportability. Included with IDF are several interfaces including:

• PowerLink – A Windows-based client for end users

• Link Manager – A Windows-based environment administration client for importing environments, starting and stopping environment, and installing Fix Patches.

• Net-Link – A browser-based client (used by LX when running with SiW)

• System-Link – A XML-based interface for processing transactions from external sources.

The IDF ISO includes several components:

• All of the above interfaces

• Enterprise Integrator – for customizing IDF components and creating new business objects

• EGLi – Enterprise General Ledger 

• CRMi – Customer Relationship Management 

If you already have IDF installed for Infor LX 8.3.x, then it must be upgraded to a level that is compatible with LX 8.4. IDF PTFs and Fix Patches are required. See the Infor LX IDF 06.03.05 Installation and Upgrade Guide for details.

OTTO Q&A from the Director of Planning & Technology at Champion Industries

George Moroses 0 30302 Article rating: 5.0

1.  How difficult is it to initially install OTTO?

Dead easy is the straight answer. We relied on you to install, and you installed in the predicted 1 hour.  

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

Production system is another easy answer. I use OTTO as the ideal prototype when talking to business contacts about “add-on” products. It is non-invasive; it only reads data from our ERP files. I know the implementation is 100% safe because no ERP files are ever updated (read corrupted) by OTTO.

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

There is a learning curve involved in using any new tool that has value to add. OTTO implementation is very low on the impact scale, but I would strongly recommend that a prospective client plan on investing in education and practice. OTTO implementation is low impact. No valuable tool is “no impact”.

Click here to learn more about OTTO

Is the Crossroads Analytics Dashboard Product Better than Spreadsheets?

Crossroads RMC 0 33707 Article rating: 5.0

You bet it is!

The Analytics Dashboard allows you to take your data and configure it any way you’d like, all without touching your ERP system! 

Any number of reports can be generated with just a few mouse clicks. In addition, full color graphs are automatically generated to illustrate the data being presented. Paper reports and Excel spreadsheets are dated. With Analytics Dashboard, data is refreshed at the touch of a button. 

Analytics Dashboard for Infor LN & Baan >
Analytics Dashboard for Infor LN, BPCS, & M3 >

MES News: Current trends indicate plants and factories are seeking to improve...

George Moroses 0 36855 Article rating: 5.0

Current trends indicate plants and factories are seeking to improve internal flexibility, implement a common information platform, and deliver real-time information. MES supports a variety of lean concepts on the plant floor, including kanban, waste reduction, load balancing, etc.  It maximizes your existing investment in your ERP system while embracing lean initiatives.  Visit our Crossroads MES page to learn more.

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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.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE TIP:

Cash Forecast Reports and Inquiries

To produce the cash flow forecast, the combined information from the following is used:

  • Customer and supplier accounts
  • Open sales and purchase orders
  • Purchase quotations
  • Purchase requisitions
  • Standing orders
  • Projects
  • Financial budgets

You can use the bank balances of the bank relations that are maintained in the Bank Relations (tfcmg0510m000) session, to generate the reports with details of cash inflows and outflows of the company for a specified period of time.

You can also manually specify the Opening Balance for the cash forecast. Use the sessions below to print and generate the reports:

  • Cash Forecast Summary by Date Range/Currency (tfcmg3518s000)
  • Print Cash Forecast Details by Date Range/Currency (tfcmg3412m000)
  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
  • Cash Forecast Summary by Date/Currency (tfcmg3519s000)
  • Print Detailed Cash Forecast in Cash Forecast Currency (tfcmg3413m000)
  • Cash Forecast Components by Date/Currency (tfcmg3520m000)
  • Print Forecast Components by Date/Currency (tfcmg3420m000)

OPERATIONS TIP:

Deleting Purchase Orders:

  • If Finances is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS project that is not yet archived. When the PCS project is archived, the purchase data is also archived and you can delete the purchase order.
  • A consignment replenishment order is not yet consumed completely.
  • The invoice is yet to be completely matched and approved.
  • The invoice amount is not yet inserted as turnover history.
  • The sales order or service order that is linked to the purchase order line, and for which an internal invoice must be sent from the purchase office to the sales office or service office, is not yet invoiced. In this case, you cannot delete the purchase order line before the sales order or service order is invoiced.

TECHNOLOGY TIP:

Application Personalization

Users can personalize sessions and apply special formatting to the data displayed in sessions. The personalizations and formatting settings that are specified by the users are stored on the LN server. Administrators can maintain these settings.

  • Session personalizations

    Users can personalize sessions in various ways. users can, for example, hide fields, change labels, customize the toolbar, and move fields to another tab. Administrators can maintain the personalizations defined by the users. For example, an administrator can export personalizations to an XML file, import personalizations from an XML file, and copy personalizations to another user, to a DEM role, or to a company number.

  • Report personalizations

    You can use the Report Designer (ttstppersrep) to personalize the layouts and style of reports, without modifying the standard reports or using an external reporting solution. The changes are stored as personalizations.

    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 (ttstppersrep), or modify them in Infor LN Studio.

    For details, see the Infor LN Report Designer Development Guide
     
  • Conditional formatting

    users can define conditions to apply special formatting to the data displayed in LN sessions. The users can define multiple conditions per session and different types of formatting, such as a specific color for particular fields or rows, and a warning symbol for particular rows. Administrators can maintain the formatting settings specified by the users and can define system-wide formatting settings.

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