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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

Kathy Barthelt 0 76746 Article rating: No rating

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

Anthony Etzel 0 47487 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.

Baan/LN Tip of the Week: Creating Product Variants

Kathy Barthelt 0 72605 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.

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

Crossroads RMC 0 28204 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.

Crossroads RMC Takes Polar to LX 8.3.4

Crossroads RMC 0 30719 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.

BPCS/LX Tip of the Week: Handwritten Inventory Tickets

Anthony Etzel 0 46160 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.

Baan/LN Tip of the Week: Ledger Default Account

Kathy Barthelt 0 70132 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.

BPCS/LX Tip of the Week: Email Distribution Lists

Anthony Etzel 0 46994 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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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 Tip: The ABC’s & 123’s of Serialized Items
Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service, serialized items can start their respective life cycles in As-Built mode or As-Maintained mode. Each serialized item, with or without its installation group, can be covered by a service contract or a warranty.

The serialized item status

Serialized items can be status controlled. Each serialized item can have the following status:

  • Startup - The serial number has been assigned, but the item is not yet included in a service order or contract. You can only change the status to Active.
  • Active - The serialized item is part of a service order or contract. You can only change the status to Revision.
  • Revision - You can only change the status to Active.


Serial numbers

A unique serial number is assigned to every manufactured item or purchased item. The serial number is assigned to track the item in its life cycle. You can define a dummy serial number for an item. The dummy serial number is a temporary number and can be used to monitor the item until a permanent number is assigned. For each serialized item, you can define an alternative serial number for customer reference. You can use the alternative serial number to search for items when you register calls, create service order activities, or register parts lines for a maintenance sales order.


Serialized item groups

You can group serialized items by serialized item groups. A serialized item group is a group of serialized items with similar features. You can define the serialized item groups that you need, for example, to categorize the skills required for the maintenance of the items, or as a basis for enquiries and reporting. For example, you can select service engineers on the basis of their skills for a specific serialized item group.


Serialized items in physical breakdown structures

Serialized items are the building blocks of physical breakdown structures. A physical breakdown structure is the relationship definition of a set of serialized items with their underlying parts and assemblies. Some serialized items, such as a photocopier, have a simple structure whereas other serialized items such as a ship or an aircraft have a complex structure.

A top serialized item occurs at the highest level in the physical breakdown structure, while the underlying structure consists of assemblies that are either effective or outdated. Use the Tree View option to display a graphic view of the structure.

Each serialized item in the breakdown can be linked to a functional element, with a common function across the entire structure, and can be used to group serialized items based on the functional importance.

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Kathy Barthelt

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