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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

Baan/LN Tip of the Week: Vendor Evaluation

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Want to ensure that you have the materials you need when you need them?

Want to gain insight into your ability to fulfill current and future orders timely? 

Consider implementing a method of evaluating your suppliers. A good understanding of your suppliers’ capabilities and past performance allows you to better plan and deliver orders on time to your customers. 

Some ERP systems have built in features to track supplier performance data. Reports can also be written to gather the information you need.  By whatever means you can achieve it, getting those results could be eye opening and very meaningful to your business.

BPCS/LX Tip of the Week: Transactions

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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.

Baan/LN Tip of the Week: Creating Product Variants

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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.

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

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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.

Crossroads RMC Takes Polar to LX 8.3.4

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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.

BPCS/LX Tip of the Week: Handwritten Inventory Tickets

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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.

Baan/LN Tip of the Week: Ledger Default Account

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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.

BPCS/LX Tip of the Week: Email Distribution Lists

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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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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

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Tips: LN | Baan

Infor LN & Baan Period End & Fiscal Year End Processing Checklist

Year-end is always a busy time and it is easy to forget things that must be done in your ERP system to close out the year properly and also set you up for a good start to the following year. Here are some things that you should make sure to add to your to-do checklist:

The year-end close process provides an opportunity to:

_____ Remove discontinued items.

_____ Remove sold purchase receipts.

_____ Remove lot attributes for sold lots.

_____ Update standard cost based on current cost field (for environments without Manufacturing only).

Prepare for Year-End Close

_____ Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.

_____ Check for any applicable sales and purchase invoices/returns and post.

_____ Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.

_____ Determine how to handle new year transactions without posting.

_____ Determine what new standard costs should be entered for the upcoming year. (Manufacturing)

_____ Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders. (Manufacturing)

Finance Specific Items:

_____ Set up the financial periods for 2022 (fiscal, reporting, and tax, as applicable).

_____ Open period January in 2022.

_____ Finalize any outstanding transactions from the current year (2021).

_____ Soft-close any open periods in 2021.

General Baan/LN Tips:

_____ Issue any old sales invoices.

_____ Fix any outstanding financial integration errors.

_____ Set up new integration mapping for 2022 as needed.

_____ Test the mapping in a test environment prior to the new year.

_____ Review & update jobs as needed to ensure they will process in 2022.

_____ Determine for cash-flow purposes, what purchase invoices won’t be paid until 2022.

_____ Make sure that calendars are set up for the new year with holidays properly indicated.

_____ Check jobs to make sure any that are hard-coded with dates will point at the new year.


Want even more tips for year-end processing? See the following 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) 

Need help? Contact us and we’ll be happy to walk you through what needs to be done to ensure that everything is done correctly and completely. 1.800.762.2077 or solutions@crossroadsrmc.com

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Kathy Barthelt

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