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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Baan/LN Tip of the Week: Warehouse Material Movement / Problems With the Inventory Structure Table (whinr150)

Kathy Barthelt 0 60925 Article rating: 5.0

This has come up as an issue during various stages of warehouse material movements – transfers, outbounds, shipments. We have seen it right up to 10.4. The inventory structure table (whinr150) becomes a problem. The error points to that table, but users are lost as to how to fix it.

In the session Units by Unit Set many companies let the field Storage default to Yes. If the UOM is not intended to be used in inventory then that setting should be No. 

If an item is purchased in UOM different from the inventory unit and the setting is Yes then LN adds a record in that UOM to the inventory structure table. It is that record that causes problem later.

The session has an option to change the value of the storage field. Specific > Convert Use for Storage. This option works both ways and will correct all inventory in the UOM range. 

Should a user receive an error that references inventory structure table then the solution is to check that session to see if an odd UOM exists in it. If so use the Convert Use for Storage to correct the problem.

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Baan/LN Tip: Disabling Unused Functionality in LN

Kathy Barthelt 0 61553 Article rating: No rating

If functionality such as Commissions, Rebates, or Contracts are enabled in the parameters, LN checks this functionality during transactions, even if you did not specify anything for these concepts. Therefore, if you do not use certain functionality within LN, to improve performance, disable the corresponding parameter.

Optimize Your Manufacturing Today!

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Crossroads RMC named as Avalara's Certified Integration Partner for Infor LX

Anthony Etzel 0 26594 Article rating: 5.0

Avalara Announces 41 Newly-Certified Integrations Into Business Application


December 20, 2018 05:00 AM Eastern Standard Time

SEATTLE--()--Avalara, Inc. (NYSE:AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the release of 41 newly-certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications.

Avalara has been a partner-centric company since its founding in 2004, with a keen focus on integrating with technology solutions already in use by existing and future customers. Avalara Certified integration partners have met criteria developed by Avalara to guarantee each integration’s performance and reliability. Certified integrations are built to ensure customers enjoy a fast, reliable, and easy process for embedding Avalara’s automated tax management into existing systems.

Additionally, these integrations enable customers of Avalara partner solutions to benefit from Avalara’s real-time calculation of applicable taxes, fees, and surcharges for billing line items. Avalara software reduces the tedium and complexity of determining taxes for millions of products and services across the U.S., Canada, Europe, and other international jurisdictions, giving customers more time to focus on driving their own business success.

The latest group of Avalara Certified integrations includes:

  • Infor LX (by Crossroads RMC) is an ERP solution used primarily by manufacturers.

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Baan & LN Tip of the Week: Get Real!

Kathy Barthelt 0 64167 Article rating: No rating

You’ve got an ERP system, so everything should be real-time and everyone should have access to information in real-time, right? RIGHT?!

Why not? Why are there spreadsheets, and separate Access databases off to the side?

Data loses value over time, so why not give everyone up to date, accurate information all the time? Take a look at those silos of information and see how you can eliminate them. Your business will benefit greatly as a result.

Optimize Your Manufacturing Today!

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BPCS & LX Tip of the Week: Get Real!

Anthony Etzel 0 39828 Article rating: No rating

You’ve got an ERP system, so everything should be real-time and everyone should have access to information in real-time, right? RIGHT?!

Why not? Why are there spreadsheets, and separate Access databases off to the side?

Data loses value over time, so why not give everyone up to date, accurate information all the time? Take a look at those silos of information and see how you can eliminate them. Your business will benefit greatly as a result.

Optimize Your Manufacturing Today!

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Baan & LN Tip of the Week: Simplify & Save Money – Evaluate Your Production Lines

Kathy Barthelt 0 60289 Article rating: No rating

When is the last time you took a hard look at your production lines?

  • How are you moving product through the facility?
  • Do you have work instructions / drawings available where needed?
  • Do you have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are your processes simplified?

Taking a hard look at your processes and procedures may reveal some interesting results. Don’t assume that everyone is doing things the same way. Some may be superstars, and others may need some mentoring. Some processes may be outdated and costing you time and money, while others are extremely efficient. One area of the business may benefit from how others operate. Take the time to review and analyze your findings. Your company may benefit greatly as a result.

Optimize Your Manufacturing Today!

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BPCS & LX Tip of the Week: Simplify & Save Money – Evaluate Your Production Lines

Anthony Etzel 0 41502 Article rating: No rating

When is the last time you took a hard look at your production lines?

  • How are you moving product through the facility?
  • Do you have work instructions / drawings available where needed?
  • Do you have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are your processes simplified?

Taking a hard look at your processes and procedures may reveal some interesting results. Don’t assume that everyone is doing things the same way. Some may be superstars, and others may need some mentoring. Some processes may be outdated and costing you time and money, while others are extremely efficient. One area of the business may benefit from how others operate. Take the time to review and analyze your findings. Your company may benefit greatly as a result.

Optimize Your Manufacturing Today!

Read more

BPCS/LX Tip of the Week: Make Your ERP Work FOR You - Streamline Your Processes

Anthony Etzel 0 37695 Article rating: No rating

Such lofty goals you had when you implemented your ERP system. It was going to be like pressing the “Easy Button”…  then it wasn’t.

What happened? In some cases, decisions were made to implement the system “just like we used to run our old system”. Great idea? Not so much. Your business changes, and your business software needs to change as well.

Are you using the ERP system, but everything seems cumbersome and takes more time than its worth? 

Ask yourself these questions:

  • Have you looked at streamlining your processes?
  • Can you automate a step or two and eliminate some manual keying?
  • Can you add barcoding to avoid keying in some information altogether?
  • How about automating the printing of some reports?

Now is the time to sit down and really review the steps required to complete the task and think out of the box a bit. Soon you can develop your own streamlined process to get the job done quickly and efficiently.

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Tips: LN | Baan

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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  • 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.
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