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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

Planning for Growth – What you need to do first to be successful

Infor LX | BPCS | Infor LN | Baan

As your business experiences growth or aims to do more with less, optimizing your resources becomes crucial. To achieve growth, it's essential to leverage your people, processes, and products effectively. You are the experts on your products, and we covered Reskilling and Upskilling Your Staff on June 21, so let's focus on the processes that drive your business forward.

  1. Analyze your ERP system and other software: Begin by understanding your current setup. Identify which modules of the ERP system you are using and how they are being utilized. Also, assess what activities are being performed outside the system and why. This analysis will provide insight into your existing operations.
     
  2. Review and identify pain points: Conduct a thorough operational assessment to review current processes. Identify areas of concern and define business process owners (BPOs) for each assessed area. BPOs should understand how job functions relate to each other, which sessions/modules are used in the ERP system, and where there are gaps between needs and capabilities.
     
  3. Envision the future needs: Visualize your ideal system and its capabilities. Consider how your people would use it and how processes would flow. Think about automation possibilities to streamline operations.
     
  4. Match needs with capabilities: Compare your list of needs, wants, and gaps with the capabilities of your current ERP version or the latest release. This may require the assistance of consultants who understand the software's features and functionality.


Once you've completed these steps, it's time to plan the implementation of the new features in a way that will have the most significant impact on your business. Remember, the implementation process doesn't have to be lengthy, time-consuming, or expensive. Sometimes, even small changes can lead to substantial improvements.

An ERP assessment can be a catalyst for growth. Avoid clinging to the status quo, as the future should not be governed by "the way it has always been." Taking that initial step away from old habits might be challenging, but it will set you on the path to true growth and progress.

Learn more about an ERP utilization review performed by your go-to experts at Crossroads RMC! 

ERP Utilization Review:  Infor LX  |  BPCS  |  Infor LN  |  Baan

Contact us to discuss a utilization review that is right for your business. 800.762.2077

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Tips:  LX | BPCS | M3

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

Understanding: What Was Issued to the Shop Order

The shop order inquiry program provides several function keys. By using the function key for the material, the display will present what components have been issued under the issued quantity column. You are also presented with the required quantity. While viewing the quantities you may see that more was issued than what was required. Possibly there was scrap and more material was required to be issued. Perhaps there was an over issue and the balance of the material is slated to be returned to stock.

A red flag should go up if the Shop Order quantity finished is equal to the required quantity for the end item and all the components have not been issued. You may want to investigate why.

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Tips: LN | Baan

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:

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