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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

The shop order release date is the date that the shop order is scheduled to be released for production.

If you want to use the backward schedule method, make sure the release date is blank and the due date is maintained.

If you maintain the quantity on the shop order and the due date is prior to the system date, the due date and the release date are the same.

If the item being received needs to be inspected prior to being available for use, there are two schools of thought.

The first is to receive the item to a QC hold location. The downside is the item will show up in on hand inventory.

A better method would be to do a PO receipt to inspection. Both Inv500 and Pur550 support this method. Now you have received the item without showing it in inventory. Only the PO quantity in inspection is updated. This method also allows you to create an Inspection Dispatch Report. After the QC process for the item is complete, then the transaction Receipt from Inspection to Stock is processed. That transaction then updates the PO quantity received field and the Item on hand field in inventory.

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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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