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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

IDF News: default order class for the warehouse customer

George Moroses 0 30562 Article rating: 5.0

In IDF Customers, the default order class for the warehouse customer should be a user-defined order class (base order class = 004). Do not use base order class 002 or 005, to allow for automatic invoicing of warehouse orders (if a separate manual Ship Confirm event is required per the order class, auto invoicing cannot occur from Pick Confirm).

Can you afford not to invest in MES?

Anthony Etzel 0 33819 Article rating: 5.0

Given the environment today with growing global competition in terms of innovation, cost and time to market (given by short product cycles) as well as with increasing regulatory demands, the answer to the question “Can you afford not to invest in MES?” is turning into a clear “NO”. 

Click here to read the full Critical Manufacturing article.

Crossroads MES is Infor’s global solution for manufacturing execution and is perfectly suited to fill the gap between your manufacturing initiatives and your ERP system.

Crossroads RMC proudly announces the LX 8.3.5 go live for Trinity Industries.

Anthony Etzel 0 40611 Article rating: 5.0

Trinity Industries is live on LX 8.3.5! This project was truly a team effort working in partnership with HCL America. Crossroads RMC's involvement included John Kasper (Finance), David Campbell and Nick Olson (Operations), Jacob Hale (Supply Chain Management), and Tony Curtis (LX Administration). 

Trinity began providing industrial products and services to customers more than 85 years ago. They started as a small butane-tank manufacturer and evolved over time into a premier diversified industrial company with market-leading businesses serving the energy, chemical, agriculture, transportation, and construction sectors.

Infor LX & BPCS Tip of the Week: Pre-Assigned Lot Numbers – LX

Anthony Etzel 0 56319 Article rating: 5.0

In addition to assigning lot numbers in Shop Order Entry/Maintenance (SFC500) after the shop orders have been released, users can now pre-assign lot numbers during the Multi-level Shop Order Release process (SFC530) and the Multi-Level Backflush process (LMP600) for sub-assemblies that are lot controlled items. The user has the choice of using the parent lot ID, the next sequential generated lot ID, or not pre-assigning lot IDs. Multiple items per lot must be installed to use the parent lot number option.

Infor's Support Schedule for Infor LN & Baan

How Crossroads RMC can help

Kathy Barthelt 0 78220 Article rating: 5.0

Infor recently announced their support schedule for all versions of Infor LN & Baan.

Not sure what your company’s strategy should be moving forward?

Let us help you figure out the best path forward for YOUR company. Our goal is to put you on a path that ensures that you are supported and that your needs are met today and in the future without breaking the bank. Visit our Services page to learn more>

Infor LN & Baan Tip of the Week: Quantity change during shipment planning – 10.7

Kathy Barthelt 0 84791 Article rating: 5.0

Customers who use the Projected Shipments concept, and with that the Shipment Planning Workbench, require more flexibility in modifying outbound order lines before projected shipments are generated. The most important requirement is the option to change item quantities, which is a typical instrument to react on specific circumstances such as truck size and inventory situation. A Shipment Planning tab has been added to the Outbound Order Lines to enable users to perform shipment planning activities in terms of quantities and dates.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Infor LN & Baan Period End & Fiscal Year End Processing Checklist

Year-end is always a busy time and it is easy to forget things that must be done in your ERP system to close out the year properly and also set you up for a good start to the following year. Here are some things that you should make sure to add to your to-do checklist:

The year-end close process provides an opportunity to:

_____ Remove discontinued items.

_____ Remove sold purchase receipts.

_____ Remove lot attributes for sold lots.

_____ Update standard cost based on current cost field (for environments without Manufacturing only).

Prepare for Year-End Close

_____ Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.

_____ Check for any applicable sales and purchase invoices/returns and post.

_____ Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.

_____ Determine how to handle new year transactions without posting.

_____ Determine what new standard costs should be entered for the upcoming year. (Manufacturing)

_____ Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders. (Manufacturing)

Finance Specific Items:

_____ Set up the financial periods for 2022 (fiscal, reporting, and tax, as applicable).

_____ Open period January in 2022.

_____ Finalize any outstanding transactions from the current year (2021).

_____ Soft-close any open periods in 2021.

General Baan/LN Tips:

_____ Issue any old sales invoices.

_____ Fix any outstanding financial integration errors.

_____ Set up new integration mapping for 2022 as needed.

_____ Test the mapping in a test environment prior to the new year.

_____ Review & update jobs as needed to ensure they will process in 2022.

_____ Determine for cash-flow purposes, what purchase invoices won’t be paid until 2022.

_____ Make sure that calendars are set up for the new year with holidays properly indicated.

_____ Check jobs to make sure any that are hard-coded with dates will point at the new year.


Want even more tips for year-end processing? See the following 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) 

Need help? Contact us and we’ll be happy to walk you through what needs to be done to ensure that everything is done correctly and completely. 1.800.762.2077 or solutions@crossroadsrmc.com

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Kathy Barthelt

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