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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

Eliminating ERP Customizations: Key Considerations and Modern Solutions

Transitioning away from customizations can indeed pose challenges, but it's not insurmountable with the right approach. Here’s a look at the real issues and solutions that can pave the way for a streamlined, up-to-date ERP.


Common Challenges:

  1. Dependency on Custom Processes
    Custom processes become ingrained, and removing them disrupts established workflows. However, business processes often evolve over time, as do best practices incorporated into modern ERP systems.

  2. Cost and Time Constraints
    Testing, retraining, and hiring consultants for an upgrade are valid concerns. Yet, consider the efficiency gains and reduced maintenance costs over time by utilizing standard ERP features.

  3. User Resistance
    Change management is critical, as employees can be skeptical of losing tools they’re familiar with. Effective communication about the benefits of standardized, future-ready tools can help ease the transition.


The Reality Check: Has Your Organization Changed?

Evaluate how much your business needs have shifted, how user expectations have evolved, and if any workarounds or interim solutions are now adding unnecessary complexity. Many companies discover that industry-standard ERP features can replace outdated customizations.


Did You Know?

  • ERP Upgrades Can Eliminate 25% - 50% of Customizations
    Modern ERP systems incorporate industry best practices as core features, allowing you to rely less on customizations and more on robust, standardized solutions.

  • Extensibility & Reporting Solutions
    Extensibility tools in Infor LN or Baan let users add last-mile functionality without modifying the core ERP. Reporting tools allow custom insights while keeping ERP data intact.


Solutions to Reduce Customization Dependency:

  1. Rewrite Customizations to Use Standard APIs and Libraries
    This ensures seamless interaction with core ERP features without modifying underlying code.

  2. Utilize Infor Extensibility and LN Studio
    Smaller tweaks can be handled with Extensibility; larger needs can leverage LN Studio for custom apps without touching the ERP's foundation.

  3. Incorporate Infor ION for External Integrations
    If customizations primarily manage integrations, Infor ION can connect and streamline external systems effectively.

  4. RMCgen for Custom Components
    RMCgen allows for custom development without altering standard programs, offering flexibility without compromising core stability.

  5. Analytics Dashboards for ERP Insights
    Dashboards offer tailored views and insights without requiring customizations in the ERP itself.

  6. Leverage Built-in Reporting Tools
    Infor Report Designer, Document Management, and BIRST can provide custom reporting, avoiding custom coding altogether.

  7. Assess Your Custom Components
    A thorough assessment of your customizations—internally or with Crossroads RMC consultants—can reveal areas for potential standardization and streamlining.

Let’s Talk Solutions

If customizations are standing in the way of your ERP’s full potential, Crossroads RMC can help. Connect with us at 800.762.2077, solutions@crossroadsrmc.com, or request a consultation to start your path towards a flexible, future-proof ERP.
 

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Kathy Barthelt

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Tips:  LX | BPCS | M3

How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

When to use a user defined inventory transaction

ERP LX (BPCS) provides you with the flexibility to create inventory transactions without program modifications. The typical transaction types are defined with effects set on how the transaction will impact inventory balances.

Perhaps you want to process a customer return and don’t want to the inventory to be impacted. You can create a user define transaction effect to allow the customer receipt and not update the inventory balance.

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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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