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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

May 23, 2018 - Lunch & Learn Webinar for BPCS & LX! - It’s Time to Understand Time

Anthony Etzel 0 20183 Article rating: No rating

 


Lunch & Learn Webinar for BPCS & LX! 
-  It’s Time to Understand Time -

Machine Time  |  Down Time  |  Crew Time  |  Direct Time  |  Indirect Time

So many ways to break down time!
Have you taken the time to understand what these
breakdowns mean and how they impact your business?

Watch the recorded webinar and learn about a fast and efficient
way to capture time from the factory floor.
 

             Click Here to Watch Video (34:41) 

 

 

 

 

Baan/LN Tip of the Week: Get Real!

Kathy Barthelt 0 80142 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!

BPCS/LX Tip of the Week: Purchase Order Receive All Processing LX/8.3.5

Anthony Etzel 0 51275 Article rating: No rating

This enhancement to the Purchase Receipts screens; optionally shown with the quantity and weight fields populated with the open value on the purchase order. Previously the user had to manually enter the quantity received or, for a dynamic weight and measure items, the weight received for each line on the purchase order. Now the screens are populated with the open value and if the open value is the same as the value received, the user can simply accept the line.

The Receive All field on the PUR550D1-01 screen determines whether the receipt lines are populated with the open value. A system parameter controls the Receive All default value but the default value can be overridden. If the user specifies 1=Yes in the Receive All field then the PUR550D2-02 screen displays the open quantity or weight for each line. The user can accept the open value for each line. 

Optimize Your Manufacturing Today!

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

Anthony Etzel 0 32227 Article rating: No rating

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

Anthony Etzel 0 47561 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!

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

Kathy Barthelt 0 80669 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

Anthony Etzel 0 55471 Article rating: No rating

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.?

Kathy Barthelt 0 85855 Article rating: No rating

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!

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Tips:  LX | BPCS | M3

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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