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Consulting News: How do I identify the processes that impact my ERP upgrade?

Identify all of the processes that impact my ERP upgrade

  • Identify all current users that transact/execute transactions
    • List users by transaction type/functional area
    • List users by shift worked (off-shift resources often support multiple areas/functions)
    • List users by time frame of use (Daily, Weekly, Monthly, Annually)
       
  • Identify all users that receive reports from the system
    • List last run date of all reports, queries and owners
       
  • Identify all data extract programs/routines
    • Downloads to Excel/Access databases
    • Downloads to Labor / Payroll Reporting Systems
    • Downloads to Assets Management Systems
    • Downloads to Third Party Logistics partners
    • EDI messages for requirements downloads to vendors
    • EDI Input for Order Entry, ASN, and Quotes.
    • Downloads/uploads to vendor Quality Management Systems
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Tips:  LX | BPCS | M3

While it might be accurate (and I emphasize "might"), is a Manual Physical Inventory the optimal approach? Best practices unequivocally say otherwise!

A superior alternative is the adoption of Cycle Counting. Why choose Cycle Counting over a complete physical inventory? This method zeroes in on a selected stock range, allowing concurrent execution with a company's regular operations. Cycle Counts offers a streamlined approach to inventory management, minimizing disruptions to processes related to stock receipt, consumption, or dispatch.

The dreaded "freeze" is no longer a necessity, sparing your staff from extended holiday hours, and ensuring accurate inventory counts throughout the year! Crossroads RMC is poised to assist you in implementing Cycle Counting efficiently and effortlessly.

Contact us today to kickstart this transformative process at 800.762.2077.

As the year draws to a close, the hustle and bustle of year-end activities can sometimes lead to overlooking critical tasks within your Infor ERP system. Ensuring a proper year-end close is essential for setting the stage for success in the coming year. Here is a comprehensive checklist to guide you through the process:

Year-End Close Process Objectives:

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Tips: LN | Baan

Instead of sharing tables through logical linking, you can replicate table content between companies. This approach allows certain non-key attributes of a record to vary by company. For example, if you replicate bills of materials rather than sharing them, each company can associate a different warehouse with the same bill of material. This way, the bills of materials are consistent across companies, while the warehouses can differ.

Replication also enables selective availability of records in other companies. For instance, when replicating items, you might limit which items are available in a sales company based on their item group, only including end items. You can further refine replication to specific subsets, such as particular item groups.

Keep in mind that replication requires any referenced tables to be either replicated or shared as well.

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