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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

Anthony Etzel – Featured Speaker at The New England Midrange Users Group Meeting (NEMUG) on May 16, 2018

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Anthony Etzel, a Solution Executive with Crossroads RMC, will speak at the NEMUG meeting in North Attleboro, MA on May 16th 2018. He will present the History of Shop Floor Control and also talk about current shop floor management technology including Crossroads MES and Analytics Dashboards.


https://www.nemug.com/

BPCS/LX Tip of the Week: Gain Efficiency & Save Money – Evaluate Your Production Lines

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

  • How are we moving product through our facility?
  • Do we have work instructions/drawings available where needed?
  • Do we have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are processes automated, where possible?

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 Some processes may be outdated and costing you time and money, while others are extremely efficient.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!

Baan/LN Tip of the Week: Gain Efficiency & Save Money – Evaluate Your Production Lines

Kathy Barthelt 0 74483 Article rating: No rating

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

  • How are we moving product through our facility?
  • Do we have work instructions / drawings available where needed?
  • Do we have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are processes automated, where possible?

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 Some processes may be outdated and costing you time and money, while others are extremely efficient.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!

BPCS/LX Tip of the Week: Cost of Goods Sold

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A major change in LX Release 8.3.5 is the ability to post Cost of Goods Sold Inventory transactions by Cost Bucket. 

This will enable reporting of Cost of Goods Sold on the P&L by Material, Labor and Overhead. 

Up to this point, companies that wished to report at this level had to develop a modification to analyze these transactions and re-book them. This new feature eliminates that need. 

Optimize Your Manufacturing Today!

Tip of the Week: What is Your M.O.?

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I’m not talking “Modus Operandi,” which is a fancy way to say: “what’s your plan to get stuff done”.  I’m talking about Manufacturing Optimization. 

It is all about efficiency, and by that I mean doing more with less. Less labor, less time, less materials, while still delivering a high quality product on time.

The Three Secrets to Improving your MO

1. Identify the key metrics
You need benchmark data so you know what realistic goals are, then track them and publish your performance along with a brief comment from time to time on how things are trending and how you compare with others, particularly your primary competitors. The best thing about this is that it is a system that develops a life of its own.

2. Measure it
Automatically, people start to think about improving things. Then the fun part, stuff begins to improve by itself. Once in place, the system just hums along and the benefits appear, because it has motivated people to think about it, and figure out what they can do to make it better.

3. Communicate it
So if you publish gross profit numbers, explain to people how what they do affects the numbers. Employees tend to start to modify their behavior as a result, and look more critically at whether a given purchase is even necessary.

Optimize Your Manufacturing Today!

April 25th 2018 -LUNCH & LEARN WEBINAR FOR Baan & LN

NAZDAQ's B2Win Suite: Giving You Maximum Control Over Your ERP Output

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Lunch & Learn Webinar for Baan & LN! 

- Giving You Maximum Control Over Your ERP Output -

NAZDAQ's B2Win Suite is the output management platform that every company needs in conjunction with its ERP system. This innovative product helps companies improve internal reporting and outbound communications.


Register today to learn how each core application is integrated into your system’s infrastructure to expand functionality, automation and improve business efficiency.

Here are a few features: 

  • Can be hosted on-premise or in cloud
  • Works with all Baan / Infor® LN versions and Mingle
  • Comes ready to work with various enterprise systems (ERP, CRM, SCM, etc.)
  • Connects with various multiple enterprise systems simultaneously (CRM, ERP, etc.)
  • Transform your ERP into different formats
  • Design completely custom formatting

 

Join us for 45 minutes: 


Watch Recorded Webinar

Crenlo and Crossroads RMC Go International

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Crenlo, A leading manufacturer of cab and enclosure products to protect people and electronics, has partnered with Crossroads RMC to deliver a shop floor (MES lite) solution to their facilities in the US and Brazil. Crenlo was looking for a way to ensure that each production run was complete and accurate, and their overall production efficiencies were measurable. Crossroads RMC developed a complete solution to deliver detailed proprietary work instructions to each workstation, configure production lines to fit the work to be completed, perform downtime tracking with alerts and provide web based pivot reports to view entire assemblies, compare actual to expected, view inspection failures and analyze trends week to week, month to month and year to year. This solution will be fully integrated with Crenlo’s Baan IV ERP system.

Nice-Pak Products Drives Purchasing Power With Crossroads

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Nice-Pak Products, a leading manufacturer in the wet wipes industry, has selected Crossroads RMC to evaluate the purchasing processes within their facilities in Indiana. During this evaluation, Crossroads RMC will determine the best path for streamlining purchasing operations and develop a standardized approach that can be shared within other locations of Nice-Pak utilizing Infor LX.

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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

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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