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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

Factors to considered when undertaking an ERP implementation or upgrade

Kathy Barthelt 0 38421 Article rating: 5.0

Things to consider when choosing your ERP Implementation Partner:

ERP Partner Value Add:

  • Proven track record
  • References
  • Focused on-time / on budget
  • Strategic partnership with Infor
  • Knowledge of extension products that are available for your ERP
  • Post-implementation – What does the partner bring to the table once the project is complete?

Project Management

  • Does your assigned project manager fit your needs?
  • Past project management experience with the same ERP
  • Project Management methodology
  • Project Plan development and style
  • Does the PM develop a realistic plan with clear objectives, timeline, and responsibilities?

 
Consulting Team Selection​

Need help figuring out if your organization is properly positioned for an implementation or upgrade? Contact Kathy Barthelt today. We can help to ensure that your organization is positioned for success.

  • Does my ERP Implementation partner have the team to support my project?
  • Resume review
  • Interview all candidates
  • Working knowledge of ERP system/version
  • Communication skills
  • Geographic location
    • Relative industry experience
    • Technical Viewpoint
    • Understanding of any enhancements made to your system and what the best approach to streamlining for future releases. Knowing the tools available to accomplish this task.

LN & Baan Tip of the Week: Inventory In Transit Report – 10.7

Kathy Barthelt 0 81686 Article rating: 5.0

A new In Transit Inventory report can be printed in the Print In Transit Inventory (whinr1410m300) session. The report provides an overview of company inventory that is on the move and not stored in a warehouse. This concerns only inventory that is transferred from one warehouse to another. Items that are shipped to, for example, customers or projects, or items that are issued to production lines or service departments are excluded.

The report shows item inventory quantities and values on warehouse transfer orders which are issued at the origin warehouse, but are not yet received in the destination warehouse. These open inter-warehouse transfer orders represent inventory that is loaded on trucks or other means of transport, or located at intermediate pooling points such as harbors and train stations.

The quantities and values are retrieved from the Item-Warehouse-Inventory Transactions and the Inventory Integration Transactions sessions.


Do you know where you're required to collect sales tax?

Crossroads RMC 0 34434 Article rating: 5.0

More than 40 states have changed their rules on sales tax obligations for remote sellers in the past year, meaning more companies are required to collect sales tax in states they’ve never even considered before. 

Attend the Avalara sessions at Inforum to learn more:

333450 - Vision: From 1 to 50—Scaling your business to handle new sales tax requirements, sponsored by Avalara
New laws that obligate remote sellers to collect sales tax are spreading throughout the US. In many states, you’re now required to register, file, and remit if you make 200 transactions or $100,000 in sales into the state. In this session, a sales tax compliance expert will break down what these new laws mean for your business and how you can scale your business effectively without turning your accounting and finance operations upside down. Join us to learn how to prepare.
Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 288

333727 - Speed: Sales tax compliance in the post South Dakota v. Wayfair era, sponsored by Avalara
Join Avalara to learn about sales tax compliance in 2019. We’ll review new mid-year sales tax changes for 2019; economic nexus laws and how to mitigate risk and maintain compliance; help you determine where to file and register based on where you conduct business; and discuss how Avalara and Infor deliver end-to-end cloud-based sales tax automation, including rate determination, return filing, remittance, and exemption certificate management.
Wednesday, Sep 25, 1:30 PM - 01:50 PM – Hub Theater 6 (Product Spotlight)

Anxious to learn more about IDF? Attend Inforum Sessions highlighting the latest and greatest updates

Anthony Etzel 0 25016 Article rating: 5.0
  • ERP242 - Product: What’s new with LX 8.4
    Learn about our latest release of LX and the value it can provide to your business. This release includes additional support for IDF, new application features, and an expanded database. Additionally, this release continues to improve through ongoing enhancements from our enhancement request system.
    Thursday, Sep 26, 10:00 AM - 10:45 AM – Room 272

  • ERP243 - Product: LX—IDF Master Data Management
    Learn about the new flexibility and features available with item, cost, vendor, and customer definition through IDF during this session. Maintaining this critical information is now easier to manage and control with LX 8.4
    Wednesday, Sep 25, 12:00 PM - 12:45 PM – Room 272

  • Academy: Learn to Use IDF to Better Manage Customer, Vendor, and Item Data with LX
    Attend this session for hands-on experience using IDF to manage your critical master data in Infor LX 8.4. (Length: 1hr & 45mins) 
    Wednesday, Sep 25, 1:00 PM - 02:45 PM – Room 277

  • ERP106C - Case Study: Trinity—Upgrading a 20-Year-Old Customized ERP system
    Join this session to learn why and how Trinity is upgrading its customized 20-year-old BPCS ERP system to the latest version of LX and going vanilla. Trinity is using the best business practices built into LX along with Infor OS and IDF to support the latest user experience and integrations.
    Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 272

OTTO: Making plans happen isn’t just about monitoring material shortages

George Moroses 0 28017 Article rating: 5.0

Making plans happen isn’t just about monitoring material shortages. Supporting activities can be the real cause of delays. Some non-material events customers have monitored using OTTO include:

  • Scheduling and coordination of outside services (such as heat treating and plating)
  • Quality Assurance for pharmaceuticals and inspection
  • Moving off-site inventory to the plant
  • Moving inventory from temporary (conveyor) location to pickable location
  • Scheduling of overseas containers
  • Design engineering for make-to-order

OTTO provides the ability to proactively manage the entire customer order backlog from top to bottom. It begins monitoring orders as soon as they’re booked and identifies and prioritizes those critical events that must happen every day so they can be managed and get orders produced and shipped on time.

Visit Our OTTO page to learn more.

How Do I Determine If MES Is Right For My Business?

George Moroses 0 30206 Article rating: No rating

There are certain key questions that must be answered to determine whether or not an MES system would benefit your organization: 

  • How do you analyze OEE?
  • Is there an opportunity to reduce WIP inventory, indirect labor, downtime, waste or scrap?
  • What is the cost and impact of producing and distributing shop paper including drawings and work instructions?
  • Would you like to go paperless on your shop floor?
  • How are your continuous improvement initiatives tied to your ERP?
  • Is Management requesting real time production status reporting via dashboards or drilldown reports?
  • What different “islands of automation” exist on your shop floor?

The answers to each of these questions could have a significant impact on the profitability of your business. Want to quantify your results? Contact George Moroses today to schedule your FREE MES ROI Analysis.

Consulting: Methodology for Infor LX & BPCS Upgrades

Anthony Etzel 0 40061 Article rating: 5.0

Throughout the years, Crossroads RMC has participated in several 4.0.05CD upgrades to LX, from which we had the opportunity to refine our methodology for CEA (Configurable Enterprise Accounting) implementations/upgrades. As a result, we have fine tuned our overall upgrade approach and have been very successful in implementing this approach with our clients.

CEA replaces the green screen GLD module and allows for considerable flexibility in the design of the COA (Chart of Accounts).

Our approach incorporates any changes that are needed in the COA and facilitates the transfer or replacement of Profit Centers and Account Codes from BPCS to LX, building on the existing GL. Among the issues we manage is the conversion of historical GL balances.

We maximize the use of LX and CEA while minimizing the manual effort that gets you there.

Contact Frank Petrasio to discuss how we can help you:

  • Preserve what works in BPCS
  • Optimize what works in LX

with a maximum of respect for your time and budget. Learn more about Crossroads RMC Consulting>

Infor LX & BPCS Tip of the Week: Additional Selection Criteria for Cycle Count Purge Enhancement – 8.4

Anthony Etzel 0 57692 Article rating: 5.0

The final step in Cycle Count processing is to maintain the (ICY) Cycle Count file. This history file increases in size with each posting session. It is up to users to purge the historical data that you no longer need. Previously, INV015 Cycle Count Purge by date only allowed users to purge the cycle count file by date. Now, additional selection criteria have been added that allows users improved ways to control records they may want to purge.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Anthony Etzel
/ Categories: Tales from the Road

New Definition of Insanity: Collect data the same old way

Just because you've always done it this way doesn't mean it's the best way. The old way of doing things may get the job done, but is the job being performed efficiently, accurately, and on a timely basis?

Are you stuck in manual?

People resist change. There is an element of fear behind change: having to learn something new. Sometimes it’s just that you’re comfortable with how things are done, and you don’t see the need to make any changes. Think about this: as time goes on, different methods have been established to improve how things are done. Let’s take for example drilling a hole into a piece of wood. The old way would have been with a manual hand ratchet and drill bit. The new way is with a power drill. Because the new way required less effort than the old way, the new way was adopted and the old way was done away with. The goal was to drill a hole. With the manual method, the hole may not have been drilled straight and the number of holes drilled in one hour would have been significantly less than the number of the holes drilled with the power drill. So, then, are you stuck in manual?


Time-Saving Tools do help – everything

In manufacturing today, changes are always being made. New computer systems are installed, new software applications are implemented.  CAD systems are used, and a variety of other time-saving tools have been adopted into the design engineering arena. On the production floor, the new equipment has been installed that is more efficient and allows products to be produced faster. Technology is rapidly changing. Manufacturing equipment often times are controlled with computer-assisted programs. This would eliminate the need for someone to manually set up the equipment. Think of the many ways your business could benefit by reducing the time it takes to perform critical tasks.

The Problem with: “We’ve-always-done-it-this-way” kind of thinking

In the warehouse, the use of barcodes and handheld laser scanners has been adopted, eliminating the need to handwrite and record inventory transactions. But what about what goes on with regard to how information is collected and communicated to the shop floor?

It appears as though the old methods of making copies of drawings, copies of shop packets, and manual labor tickets continue to be the norm. The reason is that we’ve always done it this way. Perhaps supervisors and managers feel as though they have better control of managing the paper trail. However, with any paper-based system, you are subject to errors. You rely upon your employee properly following the paperwork and filling out what activities have been completed along with the duration of time it took to complete those activities. How accurate is the time that is recorded? The time recorded is usually the employee’s best guess, or what they believe the standard amount of time should be. Labor tickets are subject to error first through the legibility of the handwriting. Second, the labor tickets would be keyed in to the system and errors can happen with data entry. Have you thought about the cost to your organization to fix errors?  

…One time a manufacturer thought they had their labor costs under control until one day the labor activity for a routine job almost tripled. By the time they discovered this, it was too late, and the entire job ran with significant labor overages. The problem could have been addressed with a simple task to watch and record the production activity in a real-time mode. They needed an automated way to monitor activity before a small problem turned into a big cost and a loss for the job.
 

Poor performance indicators make for poor outcomes

Companies today continue to tolerate and accept how labor and production information is recorded. The reliability of that information is questionable. In addition to collecting labor and production information, there are many other pieces of information manually recorded from the shop floor. A critical element of information for productivity throughput would be to examine how much time the work center or machine was actually up and running. Downtime is another critical element of data that is usually manually recorded along with a reason identifying what caused production to stop. If this information is not provided on a timely and accurate basis, then what good is it anyway? Forms are filled out, data may or may not be keyed to a spreadsheet, the forms are sorted and filed, but is anybody really looking at the information that was recorded? Think about the amount of time it takes to manage the manual collection of information from your shop floor. What would real-time access to data mean to your organization?

Benefits:

1.  Real-Time Production Visibility

2.  Reduced Paperwork Load

3.  Downtime and Scrap Visibility

4.  WIP Inventory Visibility

5.  Improve Efficiency, Capacity Utilization


How to get technology that will preserve your sanity

There are easier and more efficient ways to manage shop floor information. One of the best ways to communicate and report information from the shop floor is by utilizing a Manufacturing Execution System (MES). Manufacturing Execution Systems provide a paperless approach to the information required on the shop floor. Factory workers can check a screen for instructions, review drawings, and perhaps even watch a video. The factory worker just touches the screen to indicate the job that is being worked on. It is easy to report what was produced, what was scrapped, and how much downtime may have occurred.

Back to “we have always done it this way”…

I know of many manufacturing companies where the employees maintain a logbook of all of their activities in the event they are challenged on any of the time that they have submitted. With an MES solution, the logbooks can be done away with, and employees can maintain and see an electronic log showing their transactions. Transaction history can be made available showing activities as far back as you want to show. Once a factory worker fully understands how easy it is to use an MES solution, they will never want to go back to the old way of using paper and pencil again. Your organization can now take advantage of the “new way” and become more efficient as a result.
 

6 powerful steps to win with automation:

1. Eliminate paper shop packet and distribution of the paperwork to the shop floor.     

2. Eliminate manual (paper-based) recording activities and the need to key in the transactions.

3. Easy electronic scheduling by sequence and changing job priorities.

4. Evaluate differences using actual times compared to standards.

5. Improve data accuracy and eliminate the need to chase and fix errors.

6. Practice Real-Time data reporting to monitor efficiencies and identify problems as they occur.


Think about just the cost of paper, ink, and the man-hours to distribute, collect, and key in data. Often times this alone is sufficient justification for an MES solution.

What could these changes mean to your business? Still not sure? Contact expert “Smart People” to help you put real numbers to this to find out just how big of an impact this could have on your business.  Find “Smart People” here.
 

About the author:

Anthony is a recognized industry expert in manufacturing processes and operational improvements. His thirty-plus years of experience encompass a broad spectrum of industry sectors: Automotive, Pharmaceutical, Medical Equipment Manufacturing, Aerospace Manufacturing, Food and Beverage, and General Manufacturing. He is uniquely qualified to quickly and accurately identify the potential improvements in efficiency in both discrete and process manufacturing operations, and identify those specific areas that could most benefit from process improvement.

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