inforln.com baan 4 to ln differences training - warehousing & inventory control

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Baan-to-LN Differences Training“Warehousing and Inventory”

December 2014


Common Data and Topics


Baan Infor LN• Architecture - table and module adjustments

• Functionality enhancements

• Usability advancements

• More flexibility

• Change the way work is done

• Lower total cost of ownership


First Free Numbers• Order entities are 9 digit numbers

• Order numbers (sales, purchase, cycle count, etc.)

• Receipts, shipments, inventory transaction IDs

• Number group (New Concept) defines series length

• Optional for series numbering

• Business partners

• Addresses (address codes)

• Contacts


Item Data Table Structure• A single item code repository

• Customized and standard items together

• Standard to order logic – lean

• Item segmentation 47 characters in tc

• Project 9 - item – 38

• Item description – 30 characters


Item data structure

Warehousing data

Costing data

Purchase data

Project data

Production dataService data

Sales data

Ordering data

Planning data

General item data

Ser

vic

e

Sal

es

Pu

rch

ase

War

eho

use

Co

stin

g

Pro

ject

rod

uct

ion

Ord

ers

Pla

nn

ing

General data

Specific data by Department

(sub entities)

Item type

Item group

Item Classifications

Revision control

Serial Control

Lot Control

Default warehouse


Cost Price Calculation

• Cost and valuation calculation multiple times daily

• One Standard Cost per item / company

• Inventory valuation defined by item / warehouse / warehouse valuation groups


Internal and Affiliated Business Partners• Represents internal entities

• Via enterprise units (finance company link-Single Logistic)

• Warehouse, sales office, purchase office

• Service office, shipping office, accounting office

• Project

• Via Site (Multi-Logistic)

• Enables invoicing of inventory movements across logistics companies without internal EDI

• Warehouse transfers

• Multi-site customer delivery


Internal Invoice RelationsWarehouse 100

Fin Co 100

Log Co 100

Warehouse 200

Fin Co 200

Log Co 100

Inventory (Goods)Transfer

Bilateral Invoice

Warehouse 100

Fin Co 100

Log Co 100

Warehouse 200

Fin Co 200

Log Co 100

Business

Part

ABC

Triangular Invoice

Sales order


Inventory Tables• Decoupled from item master

• Various drill downs / views

• All in one area

• Warehouse management


Inventory Tables


Warehouse Management• Centralized inventory movement

• Centralized inventory reporting

• Warehousing Order numbers reflect origin order numbers

Warehouse Management

Receipts/Issues/Transfers

Valuations

Cycle Counting

Packaging and Storage

Order Generation

Planning SFC

Purchase

Sales

Service

Finance Assembly Control Freight Management

QM

EDI

Project


Distribution Package• Sales and Purchasing are broken out into different packages

• Pricing is part of the Common Data

• Customer dashboard 360

• Supplier dashboard 360


Warehousing Decoupled from Sales and Manufacturing• Warehouse is an independent package removed from distribution (td)

package

• Inventory Valuation tied to Item and warehouse

• Default valuation methods are very flexible and can be defined by

• Item valuation group

• Warehouse valuation group

• Additional functionality

• Flexible transaction processing with automatic activity settings


Restructure Benefits• Centralized control / separation of duties

• Flexibility with control

• Ease of modeling

• Multi-site / multi-company


Functionality Enhancements• Improvements for flexibility

• Updates for efficiency

• Streamlined business processes

• Elimination of customizations


Available/Capable to Promise• Normal ATP

• On hand and projected

• Capacity CTP

• Component CTP

• Product Family CTP

• Channel ATP


Order Promising Status• ATP/CTP for all origins

• CRM, manual, EDI, quotations

• Saving sales orders

• Fails ‘CTP Check for Sales’

• No planned inventory transaction

• Batch inventory check

• Order promising status

Pending Accepted Not accepted

1.

2.

3.

inventory

check

inventory

shortage

handling


Cluster Planning

Warehouse

SLS100Warehouse

SLS303

Warehouse

CSW100

Item A

3 units of Inventory

Item RS1 ___ A


Cluster RS1

Item LS1 ___ A


Cluster LS1

Three separate planning items

Individual supply and demand

Company 100

Company 200

Multi company enabled

2 units of item A 4 units of item A


Supplying Relationships


Allocation and Hard Pegging• Multi Level ‘specification’ association

• Specification travels throughout the process

• Sales order

• SFC production order

• Planning

• Purchasing


Allocation and Hard Pegging

LAC


Location Control (ILC)• Location control and lot control separated

• No longer dependent

• Location control at item & warehouse

• Item – yes

• Warehouse 1 – no

• Warehouse 2 - yes


Location Control


Warehouses and Locations


Rejection Location/Rejection Handling• Parts rejected in Purchase receiving await disposition in the rejection

location

• Options for disposition:

• Return to Vendor with Reason code

• Accept as is with Reason code

• Scrap from Rejection with Reason code

• Reason code is required in each disposition option


Lots & Serials• Lot and serialization (lot by unit)

• Both can apply to the item

• High volume Serial Scenario

• Lots and/or serials not in inventory

• Allows for tracking with specified transactions using the Lot and Serial Registration Template

• Low Volume Serial Scenario

• Requires Serial entry with all transactions


Lots & Serials-Not in Inventory settings


Multi Company Inventory Transfer• Multi company inventory transfer

• Transfer

• Transfer(Manual)

• EP Distribution

Warehouse 100

Fin Co 100

Log Co 100

Warehouse 300

Fin Co 300

Log Co 300

Inventory Transfer

Invoice


Multi Company Inventory Transfer


Supply and Demand Matching

• Direct material supply (DMS)

• Demand and supply matching

• User specified grouping of warehouses

• Dynamic cross docking

• Receipts link to open demands

• Can Generate the Cross docking requirements or manually enter

• Purchase receipt to waiting sales order or Production order


Cross Dock Orders


Consignment• Inventory ownership

• Company, consigned, customer

• Consignment – pay on use

• Sales and purchase

• Can be defined by BP, item, item group and other classifications available in Terms and Conditions. This is user defined.

• Order types

• Warehouse types

• Consignment (owned)

• Consignment (not-owned)


Vendor Managed Inventory• Supplier manages your inventory

• Viewed from both perspectives

• Customer

• Supplier

• Answers questions related to

• Warehouse management

• Supply planning

• Financial owner of the goods


Packaging and Storage• Package definitions

• Pre-defined

• Fixed, variable, mixed

• Handling units

• Identifiable structure

• Packaging and contents


Inventory Valuations•

At item/warehouse level

Can be setup to automatically assign

Valuation Methods using a combination

Item Valuation Groups and Warehouse

Valuation Groups.


Usability Advancements• Fewer business process steps

• Flexible order processing (activities)

• Dynamic forms

• Allows easy personalization of screens

• Improved navigation, search and filter capabilities

• WebUI and ION workspace allow for Greater accessibility.


Easy Session Access• Detail session access from other sessions

• Material issue from production orders

• Session access controlled via tools

• User roles and templates

• Company, package, module, session, table, field


Sessions and Dynamic FormsObject BaanIV Infor LN

Sessions and Forms Static look and feel Dynamic. Built on run time

and only valid fields show

Display, Maintain & Print Separate print, display. and

maintain sessions

Combined into one with

print icon

Overview and Detail

sessions

Separate sessions

-m000 and –s000

One dynamic form

Multi main table logic

New suffixes

Form tabs A separate form for every

tab

One dynamic form can

have several tabs


Dynamic Forms


Dynamic Forms

Highlight the line


Dynamic Forms

Applicable options appear – can personalize the tool bar


User Personalizations – Toolbar Icons

Object BaanIV Infor LN

Toolbar Icons Static User modified

Fields on Grid Static User modified

Session Column Width Static User modified




No Queue Time field


User Personalizations – Column Width


Hover the mouse and left click.

Drag and drop the column width


User Personalizations – Column Width



Usability Object BaanIV Infor LN

Dynamic Index Switching ‘Order’ option Expanded

Find and Sort Not supported Sort within find search

Filtering Query by form.

Query can not be saved.

Multiple filter support.

Filters can be saved and reused later


Dynamic Index Switching



Find and Sort



Easy Filtering



Dashboards


Dashboards • Greater visibility

• Central session for navigation

• Items

• Work centers

• Customer 360-CRM

• Project

• Inventory

• Many more


Dashboards



Dashboards-Customer 360 (CRM & Sales )

68


For more information go to:http://inforln.comwww.performaapps.com

Contact: Dan Aldridge, CEO Performa Apps – Infor Services Partners

703.251.4504 or [email protected]

http://inforln.com/

http://www.performaapps.com/

inforln.com baan 4 to ln differences training - warehousing & inventory control

Software

characters template

inventory tables template

topicstemplate v5

item description

inventory tablesdecoupled

logic lean item segmentation

sales office

common data