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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

Kathy Barthelt 0 6 Article rating: 5.0

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 Many companies discover that industry-standard ERP features can replace outdated customizations.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

Infor LN & Baan Tips & Tricks for FINANCE: Use of Electronic Bank Statements

Kathy Barthelt 0 386 Article rating: 5.0

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:

Harnessing the Power of AI to Help Manufacturers Sell More at the Right Time

George Moroses 0 66 Article rating: 5.0

AI: Transforming Manufacturing—From Production to Profitability

As AI reshapes industries, manufacturers are asking critical questions: How will customers discover and purchase products in an AI-driven world? And how can companies keep pace with these advancements?

At Crossroads RMC, we address these challenges with our AI Readiness Assessment (AIRA). An AIRA creates a clear, actionable digital roadmap, significantly boosting efficiency, accuracy, and strategic capabilities. This assessment ensures a smooth, swift AI transition.

Our AI Readiness Assessments target key areas:

Infor LX/BPCS Tips & Tricks for EXECUTIVES

George Moroses 0 438 Article rating: 5.0

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Facility Security Ranges

George Moroses 0 356 Article rating: 5.0

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

Infor LX/BPCS Tips & Tricks for FINANCE: Expiration Date for Quotes and RMAs

George Moroses 0 406 Article rating: 5.0

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Default Split Salesperson to Customer Orders

George Moroses 0 428 Article rating: 5.0

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

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Tips:  LX | BPCS | M3

In the Shop Floor Control Module, you have the ability to key in both direct labor and indirect labor. However you want to establish specific types (reasons) for the indirect labor. The SFC600 labor entry program shows a reason code field, but it is designed for reject quantity and machine downtime reasons, not indirect labor reasons.

There is a way around this. With an MES solution you have the ability to setup and report indirect time against a specific reason code.

You can see the status of the Shop Order when using SFC300 Shop Order Inquiry. You want to be sure that your shop orders are at the correct status in order to report against them.

The following are the shop order status codes:

04 = The Shop order has been entered.

05 = The Shop order has been released and printed.

14 = The Shop order has been released, but not printed. If a shop order is at this status, you have released it and it is not printed due to a system failure, or the order has been put on hold.

XX = The Shop order is closed.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip of the Week: LN 10.7 - Inventory Check for Sales Orders

In previous releases, the Check Inventory Sales Order (tdsls4217m000) session was used to provide planned delivery dates to sales order lines by performing ATP checks only during order entry.

The Check Inventory Sales Order (tdsls4217m000) session has been enhanced to support the ATP recalculation of planned delivery dates. ATP checks can now be run on sales order lines with the Order Promising Status set to Accepted. Simulation capabilities and exclusion of already advised sales order lines are also offered.

The new functionality can be enabled for a combination of item and business partner. At sales order line level, the option to disable the recalculation is always available.

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