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BPCS/LX Tip of the Week: Transactions

Anthony Etzel 0 27747 Article rating: No rating

If you opt to summarize transactions, do so after a period of testing so that you can be certain that all models and aliases are working to your satisfaction. When you summarize, consider ‘Summary with Detail’ because this retains the detail transactions in GLH.

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Baan/LN Tip of the Week: Creating Product Variants

Kathy Barthelt 0 54775 Article rating: No rating

If you specify a configurable item on the sales order line, you can configure or link a product variant.

An item is configurable if the Configurable check box is selected in the Item - General (tcibd0101s000) session.

Manufactured items with theDefault Supply Sourceset to Assembly in the Item - General (tcibd0101s000) session and Generic items, are always configurable.

Purchased items with the Purchase Schedule in Use check box selected in the Item - General (tcibd0101s000) session, can be configurable.

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Crossroads RMC, in partnership with Infor, takes Yupo to LX 8.3.4

Crossroads RMC 0 27584 Article rating: 5.0

Yupo Corporation, a leader in synthetic paper, with products that are 100% recyclable, waterproof and tree-free, went live on Infor LX 8.3.4 on April 3, 2017. Yupo partnered with Crossroads RMC for this important technology upgrade. Included in the implementation were the Finance, Supply Chain, Manufacturing and Plant Maintenance (EAM) modules.

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Crossroads RMC Takes Polar to LX 8.3.4

Crossroads RMC 0 30003 Article rating: No rating

Polar Beverages, the largest independent soft drink bottler in the United States, went live on Infor LX 8.3.4 on January 16, 2017. Polar partnered with Crossroads RMC for this important technology initiative. Included in the implementation were the Finance Supply Chain and Manufacturing modules. Phase 2 will include Adirondack Beverages, a subsidiary of Polar. This project will begin in Q3 2017.

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BPCS/LX Tip of the Week: Handwritten Inventory Tickets

Anthony Etzel 0 27570 Article rating: No rating

Are you still using handwritten tickets for your inventory?  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.

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Baan/LN Tip of the Week: Ledger Default Account

Kathy Barthelt 0 53835 Article rating: No rating

If you do not wish to define a detailed mapping to various ledger accounts for specific integration transactions, you can map the corresponding integration document type to a default account. All the transactions of the integration document type for which an account cannot be determined based on the mapping scheme details, are posted to the default account.

 

The mapping of an integration document type to a default account is direct, without the need for element groups and mapping elements. No distinction is made on any of the transaction details.

 

Default accounts can be used in two ways:

  • Instead of a detailed mapping to various ledger accounts. All the transactions are posted to the same account. For example, all warehouse receipts are posted to the Inventory ledger account, without any distinction.
  • In addition to a detailed mapping. If a transaction cannot be mapped based on the detailed mapping scheme, it is posted to the default account.
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BPCS/LX Tip of the Week: Email Distribution Lists

Anthony Etzel 0 27614 Article rating: No rating

Email Distribution Lists are new in Infor LX Version 8.

With this feature, users can create groups to which they may add internal or external email addresses, and in turn, use the name of the group when sending out the email.

The email distribution list eliminates the need for a program change if recipients need to be added to or deleted from the group. 

Optimize Your Manufacturing Today!

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Baan/LN Tip of the Week: Clusters in LN

Kathy Barthelt 0 52386 Article rating: No rating

A cluster is a group of one or more warehouses in a particular geographical area. You can plan an item by cluster (geographical area).

To enable this, you can set up multiple plan items for one item. You always define one plan item without a cluster indication and multiple plan items with a cluster indication. A plan item with a cluster is called a clustered plan item, and a plan item without cluster is called the non-clustered plan item.

The plan items in the clusters can be supplied not only by distribution, but also through purchase and production. In this way, you can, for example, plan local purchasing in a cluster (geographical area). You can also plan supply from multiple sources.

  

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language
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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Support, Training & Workshops

Infor LN & Baan Tip: Important Porting Set Announcement (all versions of LN & Baan)

There has been a recent porting set change due to Infor’s Product Life Cycle Policy.  

How to determine the maintenance stage of an Infor LN product version and release

Before a customer starts deploying Porting Set 9.4a or a later release, they must determine the actual maintenance stage of their Baan / Infor LN product. The definition of the maintenance stages for the product versions and releases of all versions of Baan and Infor LN are outlined in the Product Support schedule as published in the PLC policy. The maintenance stage of the ERP version is either “Mainstream Maintenance”, “Extended Maintenance” or “Sustaining Maintenance”.

How to manage Porting Set updates

The following conditions apply to customers who intend to upgrade to Porting Set 9.4a or later Porting Set releases:

  • For customers with a product version in Mainstream Maintenance, there will be no difference with regards to Porting Set updates. They can install Porting Set 9.4a or any newer release.
  • Customers with a product version in Extended Maintenance will be able to use Porting Set 9.4a only under the condition that they acquire an Extended Maintenance license and have applied the corresponding validated license key to their SLM License server. This key is a Server license type.
  • Customers with a product version in Extended Maintenance who have not acquired an Extended Maintenance license will not be able to use Porting Set 9.4a or any newer version. The latest Porting Set for these customers that can be installed and used is 9.3j which was released in April 2021.
  • Customers with a product version in Sustaining Maintenance will not be able to use Porting Set 9.4a or any newer version. The latest Porting Set for these customers is 9.3j which was released in April 2021. Customers who are not entitled to upgrade to Porting Set 9.4a can use any Porting Set release prior to Porting Set 9.4a. These continue to be available through the Infor Support Portal.

You can find more information in KB 1946498 General: Infor LN and Baan Product Lifecycle Policy and KB 2204515, or you may contact Crossroads RMC for assistance in determining whether or not you are able to upgrade your porting set.

800.762.2077

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