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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Kathy Barthelt
/ Categories: Event / News, Consulting

Factors to considered when undertaking an ERP implementation or upgrade

Things to consider when choosing your ERP Implementation Partner:

ERP Partner Value Add

  • Proven track record
  • References
  • Focused on-time / on budget
  • Strategic partnership with Infor
  • Knowledge of extension products that are available for your ERP
  • Post-implementation – What does the partner bring to the table once the project is complete?

Project Management

  • Does your assigned project manager fit your needs?
  • Past project management experience with the same ERP
  • Project Management methodology
  • Project Plan development and style
  • Does the PM develop a realistic plan with clear objectives, timeline and responsibilities?

 
Consulting Team Selection​

Need help figuring out if your organization is properly positioned for an implementation or upgrade?
Contact Kathy Barthelt today. We can help to ensure that your organization is positioned for success.

  • Does my ERP Implementation partner have the team to support my project?
  • Resume review
  • Interview all candidates
  • Working knowledge of ERP system/version
  • Communication skills
  • Geographic location
  • Relative industry experience
  • Technical Viewpoint
  • Understanding of any enhancements made to your system and what the best approach to streamlining for future releases. Knowing the tools available to accomplish this task.
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Kathy Barthelt

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Tips:  LX | BPCS | M3

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.

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: 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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