Please Wait a Moment
X

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

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

BPCS/LX Tip of the Week: Understanding What Goes On – Out on the Factory Floor

Anthony Etzel 0 26551 Article rating: No rating

Ok… so you want to know the status of a specific shop order that was released two days ago.

What do you do?

It’s a sure bet that you have a manager, supervisor, or planner who can walk the floor and find the order at whatever work center it happens to be at. He/she can then answer “what operations have been completed and how many were completed?” All this requires leg work, and of course, a fair amount of time.

Now, if you have setup your BPCS master files properly, and you report transaction activity, you should be able to get those shop order statuses much faster using the SFC300 Shop Order Inquiry Screen.

At your fingertips you can see:

  • Release date & due date
  • How many hours remain in total and at each operation
  • The quantity required, what was finished and the remaining quantity
  • What components (materials) have been issued

Pretty basic information, right? Are you getting what you need to know? If not, then you may want to reexamine how your BPCS files are setup and what transactions along with their frequency are captured.

Optimize Your Manufacturing Today!

December Lunch & Learn Webinar for BPCS & LX!

ERP Data Analysis Made Easy!

Anthony Etzel 0 24066 Article rating: 5.0

Want answers to questions like…

  • Which lines of business are performing best, and what products are being sold?
  • Who are my top-performing sales reps, and what products are they selling?
  • What trends can I see based on my customers’ purchases?
  • What warehouse orders are planned over the next 6 months and do I have enough inventory on hand?

-----------------------------------------------------------------------------------------------------------------

Get all of this and more with easy drag and drop capability all without touching your ERP system or creating custom reports!


1:00 p.m. ET | 10:00 a.m. PT

Watch Video Now

Learn How to Create Views for:

  • Accounts Payable
  • Accounts Receivable
  • Labor
  • Material Costs
  • Production
  • Sales Orders
    And more!

BPCS/LX Tip of the Week: Role-Based Security

Anthony Etzel 0 32800 Article rating: No rating

Role-Based Security introduces role type profiles and allows combining the use of role profiles with the traditional LX user type security profile functionality. The new role type profile can be defined to allow or deny access to All Products, Attention Key, Programs, and Transaction Effects.

Facility, Warehouse, and Company securities are still defined solely by the user profile settings and are not affected by the assignment of a role. Where applicable, the role authority is displayed alongside the user authority on the security profile maintenance screens making it easy to see where there are differences in authority between the user and the assigned roles.

When users are assigned to roles, security access in LX becomes a combination of authorities granted or denied by the role plus any user exceptions. User exceptions override authorities set by the roles. A user can also be assigned to more than one role.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Strategies to Issue Materials – LN

Kathy Barthelt 0 62982 Article rating: No rating

LN offers you various levels of control for the issue of materials. You can specify a different method for each material.

Available methods to control the quantity of the issue:

  • Direct user control over the quantities to issue
  • Quantities determined by the allocations

Available methods to control the time of the issue. LN issues the material:

  • After a user gives a command
  • At the allocation date
  • Immediately when the production order is released

Special methods:

  • Backflushing
  • Floor stock

Optimize Your Manufacturing Today!

Flexfab Selects Crossroads RMC for Company Wide Implementation of Data Collection for Infor LN

Crossroads RMC 0 31588 Article rating: 5.0

Flexfab Horizons International, Inc, a global leader in the manufacture of high performance silicone and other advanced polimer products, has selected Crossroads RMC’s Data Collection Solution, RMC3, for their company wide solution for data collection. The initial implementation will take place in Q4 2017 at their location in Nottinghamshire, UK and will focus on improvements in warehouse management. Applications to be implemented include Receiving, Inspections/Approvals, Putaway, Stock Transfers and Stock Inquiry. Flexfab is already a long time user of RMClabel for all of their barcoding needs. This product is made to work seamlessly with all of Crossroads RMC's data collection applications, so the incorporation of this solution will also be part of this project. Implementation for Flexfab US will occur in early 2018.

BPCS/LX TIP OF THE WEEK: ARE YOU STILL USING HANDWRITTEN TICKETS FOR YOUR INVENTORY?

Anthony Etzel 0 29689 Article rating: No rating

This method of inventory tracking is slow, and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

 

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Are You Still Using Handwritten Tickets for Your Inventory?

Kathy Barthelt 0 47079 Article rating: No rating

This method of inventory tracking is slow, and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

 

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Why Would You Buy a BMW, But Use a Scooter?

Anthony Etzel 0 29149 Article rating: No rating

Congratulations! You bought that shiny, new car! It has all the features you can possibly want and goes a million miles an hour. It can take you anywhere your heart desires…….but you rely on a manual scooter to get you around. You know, the kind you had when you were a kid…BEFORE you could drive…before you could afford the BMW. Make sense? Uh... no.

You’d never do this, right? So, why are you doing this with the ERP system that runs your business? Why are you relying on spreadsheets and separate little Access databases to record and store the information that is the most critical to your business when you have an ERP system that is meant for this? Why continue to plod along at a snail's pace when you have the tools to take your business to the next level?

Your ERP system is your BMW. Use it. See what it can do for you. Think you’ve used it to its potential? Unlikely. We’ve helped customers breathe new life into their EXISTING ERP version all by unlocking functionality for them that was already there and ready to use! We’ve also helped by offering add-ons to the ERP that can make your productivity skyrocket.

Ask us how. We’ve got an extra set of keys to the BMW in case you lost yours.

Optimize Your Manufacturing Today!

First7879808183858687Last

Tips:  LX | BPCS | M3

Item Facility Master has a new attribute to define the override inspection days lead time CICP.ICINSD.

  • When an item facility has a defined override inspection days lead time, that value will be used instead of the system parameter inspection days lead time.

MRP exception report, MRP200B
Purchase planning report, PUR285B
Purchase order / Requisition maintenance, PUR500D3
Purchase order consolidation / release, PUR640B1
Vendor splits, PUR653B

This enhancement improved the subfile utilized in MRP320D Master Schedule Detail Inquiry -SCR001 by expanding the subfile with data rather than clearing the subfile as user pages. This change provides full support for the WebTop 4.8 Grid decorator.

This enhancement updated the approach used to populate the subfile to allow a deployed Webtop Grid to function correctly. There is no visible or user-impacted change to the way the program functions.

This enhancement provides improved functionality and full support of a Webtop grid applied to the subfile.

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.

Previous Article Infor LN & Baan Tip: When is backflushing disabled in LN?
Next Article Infor LX / BPCS & Infor LN / Baan Tip: Time for the Notorious TRIO: Manual -  Physical -  Inventory
Print
40444 Rate this article:
2.5
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories