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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

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

Kathy Barthelt 0 61058 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!

BPCS/LX TIP OF THE WEEK: 6 POWERFUL STEPS TO WIN WITH AUTOMATION:

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  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.

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

Kathy Barthelt 0 59295 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.

Duncan – Out With the Old In With the New… MES

Anthony Etzel 0 17186 Article rating: No rating
Duncan Enterprises, Inc., a leading designer, manufacturer, and distributor of ceramics, arts and crafts, fabric dying and painting products, fashion arts, and home decor DIY products, has selected Crossroads MES to implement throughout all of their shop floor departments and work centers. Through this implementation, Duncan intends to replace their existing Code Soft label software and Shop 2000 Reports. In addition, they expect to eliminate manual tracking of performance measurements and labor. With Crossroads MES, all shop floor paperwork will be distributed in a paperless fashion and all shop floor activities and production receipts will be captured. In addition, real time shop floor status information will be available for reporting across the enterprise.

Baan/LN Tip of the Week: Transaction Accounts – Commissions

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In Baan IV, if a link with Financials exists for commissions and rebates, invoices are created directly in the Commission Control System (CMS) module and posted to Financials. As a result, users must specify the ledger accounts that are used for posting commissions and rebates in the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session.

In LN, the Maintain Commission/Rebate Transaction Accounts (tdcms2101m000) session is removed from the Commission Control System (CMS) module, because invoices are no longer created directly in the Commission Control System module.

BPCS/LX Tip of the Week: Vendor Maintenance Security Option for Company or Program

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The Vendor Maintenance Security option is in the Purchasing System Parameters program(PUR820D). The purpose of this program is to provide an additional security option for VendorMaster Maintenance. To access this program, the user selects the Parameters Generation option from the System Functions menu, SYS500. The user can modify the Vendor Maintenance Security parameter from PUR820D-04 in the Purchasing System Parameters program.This feature provides an additional security parameter for Vendor Master Maintenance.

Optimize Your Manufacturing Today!

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

Anthony Etzel 0 31199 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!

Baan/LN Tip of the Week: GRINYA Reconciliation – What Could Go Wrong?

Kathy Barthelt 0 64734 Article rating: No rating

One common GRINYA issue would be incorrectly entered Integration Setups.

Check the Baan or LN manual for recommended Integration setups. If such a mistake were to occur, it is important to know for what period of time the Integration was in error.

To ensure, it’s recommended that the Integrations Setup tables should be audited either through Baan/LN or Database Auditing. Corrections can be quickly calculated when an exact timeframe can be determined.

Optimize Your Manufacturing Today!

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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.

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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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