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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

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

Anthony Etzel 0 54755 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 82309 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: Purchase Inquiry

Kathy Barthelt 0 76434 Article rating: No rating

In Baan IV Purchase Control, the purchase inquiry procedure enables user to:

  • Request a specific supplier to submit a quotation on the purchase inquiry for the delivery of an item.
  • Compare the prices and discounts of the quotations that are submitted by different suppliers.
  • Copy the inquiry data to a purchase order.

In LN, you can:

  • Request multiple business partners to submit a quotation on a specific request-for-quotation for the delivery of an item.
  • Compare the received quotations based on the following criteria:
    1. Price
    2. Quantity
    3. Vendor rating
    4. Delivery dates
    5. RFQ subjective criteria
  • Copy the quotation data to a purchase order, a purchase contract, or a price book.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Using Pre-Assigned Lot Numbers

Anthony Etzel 0 45017 Article rating: 5.0

Some items in the manufacturing process may require a lot number. A quick and easy way to release the Shop Orders with lot numbers is by using the Multi-Level Shop Order Release.

Simply select the end item from the selection screen and use action 10 for the multi-level order release. At the bottom of the release screen is the field “Pre-Assign a Lot Number to Shop Orders”. Select 1 for the pre-assigned lot number assignment option.

This option will use the pre-assigned lot number on the shop order, if the lot number exists. If the lot number does not exist, the system will automatically create a lot number and assign it to the shop order for all items that are lot-controlled.

Optimize Your Manufacturing Today!

Blonder Tongue Goes Live with Crossroads MES

Anthony Etzel 0 25828 Article rating: 5.0
Blonder Tongue Labs recently went live with the Crossroads MES solution over their current BPCS 6.0.4 environment. They selected the Crossroads MES solution for its shop floor management and reporting capabilities. Blonder Tongue is a leader in the field of cable-television communications products. They are planning an upgrade to LX and will expand the usage of Crossroads MES in the LX environment.

Baan/LN Tip of the Week: Financial Year End – Have You Done All You Need To Do?

Kathy Barthelt 0 74537 Article rating: 4.0

I'm reposting this checklist for things to consider in order to finish out the year, and plan for next year…

  • Are your accounting records up to date so that you can make a projection of how the current year will turn out?
  • Are all account reconciliations currently up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Additional Electronic Signature Controls

Anthony Etzel 0 39395 Article rating: No rating

Electronic Signature Controls have been expanded to include additional programs, files and fields.  

When manufacturing work centers are updated through Work Center Maintenance (CAP100), the system can now require Electronic Signature processing to complete the process. This enhancement allows for broader Electronic Signature controls.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Problems With Staying on an Old Porting Set

Kathy Barthelt 0 71325 Article rating: No rating

Here are some issues that you might run into if you stay on an old porting set too long:

  • Incompatibility because of operating system patches
  • Printing issues because of out-of-date libraries
  • Potential performance issues if binaries are not updated
  • Updating third party products may not be possible because of dependencies
  • Limited support from Infor
  • Issues with updating database software/patches because of dependencies (if database is also running on same server as application)

Need help getting on a newer porting set? We'd be happy to help.

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for FINANCE: Use of Electronic Bank Statements

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

  1. Convert Electronic Bank Statements (tfcmg5202m000)
    Convert the received bank file to a format that LN can process. LN stores the converted bank statement files in the directory specified in the Path For EBS Archive field of the Bank Relations (tfcmg0510m000) session. In the Pathname EBS File field, you must add the file name. To add the current date to the file name, append a tilde (~) to the file name.

  2. Validate Bank Statements (tfcmg5202m000 / tfcmg5510m000 / tfcmg5511m000)
    Validate the converted electronic bank statement.

  3. Match Bank Statements (tfcmg5210m000)
    Automatically match as many of the imported statements (status Validated) as possible with open items. LN can match the statements with sales invoices, purchase invoices, and anticipated payment documents.

    Matching Options:

    • Match - Surplus on Aging / Unallocated (Default value)
    • Match - Surplus on Unallocated
    • Match - Surplus to be allocated Manually
    • Allow Underpayments
    • Use Payment Difference Tolerance
       
  4. Matching Results (tfcmg2500m100)
    Review the results of the matching process.

    To handle an unmatched amount, you can:

    • Manually add an unallocated payment or receipt line.
    • Reconcile the surplus with remaining open entries of the business partner.
       
  5. Post Bank Statements (tfcmg5210m100)
    Post the bank transactions to the General Ledger.

    Update the business partner’s bank account number and other details in the Bank Account by Pay-by Business Partner (tccom4115s000) session, based on the details read from the bank statement file.
     

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Kathy Barthelt

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