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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

Tip of the Week: 10 Ways to Succeed at an OEE Project Where 90% Fail

Kathy Barthelt 0 105748 Article rating: No rating
  1. Collect the requirements. Learn from everyone with the intent of developing a phased approach to implementing on your shop floor with OEE being Phase 1. 
  2. Create your list. Capture all of required functions, taking into account what the “output” of the system will be. What does the plant manager need to see in real-time? What KPI’s does each line need displayed in real-time? What reports are required?
  3. Insist Upon Real-time. In the moment data for the right OEE is the right approach. If it’s possible, collect the data automatically. Remember that real-time feedback to line operators results in an automatic increase in OEE.
  4. Evaluate your lines. Focus where production counts can be monitored automatically. If the data is in your PLC’s, can you get it out? OPC communication is the right way to go here. If not, the approach is to install a new dedicated PLC with sensors installed on each line.

BPCS/LX Tip of the Week: 5 Ways to Motivate Your Employees

Anthony Etzel 0 50626 Article rating: 5.0

Here are 5 ways you can motivate your employees to give their best every day:

1. Train Your Employees

2. Give Your Employees the Right Tools

3. Automate Processes

4. Give Your Employees Real-Time Feedback

5. Provide Incentives to Do More

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: 5 Ways to Motivate Your Employees

Kathy Barthelt 0 80129 Article rating: No rating

Here are 5 ways you can motivate your employees to give their best every day:

1. Train Your Employees

2. Give Your Employees the Right Tools

3. Automate Processes

4. Give Your Employees Real-Time Feedback

5. Provide Incentives to Do More

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Multi-level Shop Order Release Due Dates

Anthony Etzel 0 54288 Article rating: 5.0

Previously, Material Requirements Planning (MRP) preferred practices meant that the component’s due date was the same as the parent’s shop order release date. Because MRP trends have changed, the preference for this due date is the day before the release date of the parent. Although Infor LX already has this functionality in Shop Order Maintenance programs (SFC500), users could not change how due dates were determined for lower level shop orders in Multi-Level Shop Order Release, SFC530D.

This enhancement provides an additional parameter for Multi-Level Shop Order Release. This parameter allows the user to change how the due date of the child components is determined. The user is now able change how the due date is determined for multi-level shop orders. If the Due Date of Children parameter is set to 1=Yes, the due date of the child components is the same as the release date of the parent. If the parameter is set to 0=No, the due date is the day before the release date of the parent.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: How is Your Productivity?

Kathy Barthelt 0 79139 Article rating: No rating

Are your employees not as productive as you’d like them to be? Are jobs not getting completed on schedule? 

Without actual data, making decisions about how efficient your operation is will be difficult. Start tracking actual time to complete each operation. Compare different production lines running the same job. Is one line running more efficiently? If so, start looking at why. Track downtime, setup, etc. Once you start really analyzing each piece of the puzzle, you can begin to uncover areas that are ripe for improvement.

Optimize Your Manufacturing Today!

Tip of the Week: Create a Repeatable Process

Kathy Barthelt 0 96721 Article rating: No rating

If you’ve been successful doing something in the past, you want to keep doing it that way. Are your procedures documented? Do you have workflows defined? Would creating video tutorials be helpful, especially for new employees? Giving employees the tools to be successful helps to ensure the success of the business as a whole.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: 6 Powerful Steps to Win With Automation

Anthony Etzel 0 51548 Article rating: 5.0
  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.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: 6 Powerful Steps to Win With Automation

Kathy Barthelt 0 79976 Article rating: No rating
  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.

Optimize Your Manufacturing Today!

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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.

Last

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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