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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 Many companies discover that industry-standard ERP features can replace outdated customizations.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-minute 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

To create and maintain shop orders use SFC500 Shop Order Entry Maintenance. These orders use the standard bill of material (BOM) as the base list of components. You can also set up standard routings, which list the operations,

or work steps, involved in manufacturing.

 

To release shop orders, use the Shop Order Release program, SFC505. Infor ERP LX groups shop orders by user ID for batch processing. Use Shop Packet Print, SFC520, to print the shop orders that you select. SFC530 allows you to create multi-level shop orders to link shop orders together with a common end item parent. Linking multiple shop orders together for a final assembly product provides support for make-to-order and engineer-to-order manufacturing environments which need to schedule these multiple orders together or as a vertical slice in the production schedule.

 

You can make changes to shop orders after you print them. Use Shop Order Entry/Maintenance, SFC500, to update the shop orders. Changes are immediately visible on the inquiry screens for SFC300 and SFC350. To reprint the shop packet, use Reprint Shop Packet, SFC560.

The system automatically performs offsets for requirements dates for components in the MPS/MRP calculations. It also performs offsets for calculation of material need dates at the time that shop orders are released.


To calculate the offset, the system takes the parent lead time from the Item 
Master and adjusts it by the bill of materials offset (plus or minus) for the component. This gives the lead time days for that specific component. The system starts with the due date of the parent and backs up and skips all non-work days in the shop calendar.


Note that the offset calculation uses only calendar records that have a blank 
work center (the calendar record applies to all work centers). See the information for the Shop Calendar Maintenance program SFC140, in your Shop Floor Control documentation for shop calendar details.

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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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