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/ Categories: Upgrade & Implementation, Integrations & Enhancements, Infor ERP Utilization Review, ERP Utilization Review & Process Improvement Consulting, Support, Training & Workshops, Consulting

It's almost the end of the 1st Quarter of 2021 -  How are you doing on your 2021 goals?

Maybe it's time to get more out of your ERP system?

TIME TO UPGRADE?

Is an upgrade to the latest version of your Infor ERP system the goal for 2021? If so, Crossroads RMC has 35+ years of industry experience that we bring to the table to ensure that your upgrade achieves the results you’re looking for and does so on-time and on-budget. Our goal is to delight your users and maximize the efficiencies that your business can gain from implementing best-of-breed business practices.

Make Crossroads RMC consultants part of your upgrade team to:

  • Review your custom components to see what can be eliminated
  • Provide an analysis of the specific benefits that your company can achieve by upgrading
  • Train your users on the latest functionality
  • Support your users on the old version while the project team focuses on the upgrade project
  • Handle the entire upgrade project start to finish
  • Supplement your existing project team with 1-2 key resources
  • Develop an integration to that 3rd party system that is a MUST HAVE when you upgrade

NOT UPGRADING?

We know that an upgrade isn’t in the cards for many of you. That shouldn’t stop you from achieving measurable improvements for 2021 with your current Infor ERP system.

Contact Crossroads RMC to:

  • Assist with implementing a new module in your ERP
  • Train new employees, or retrain existing employees to ensure that best practices are being utilized
  • Automate your most time-consuming processes
  • Integrate that stand-alone 3rd party system that isn’t currently tied to your ERP
  • Perform an assessment of one part of your ERP to see if anything can be improved

Our goal is your goal…to make 2021 the best year possible for your business. Crossroads RMC consultants are ready to jumpstart 2021 to make sure your goals are achieved. Contact us today to get started. 800.762.2077

"We are very happy with the results, and by all accounts, the project is a success. Crossroads RMC continues to deliver extremely knowledgeable consultants and project management. We simply wouldn't have made it without them. It continues to be a pleasure working with Crossroads RMC." – IT Director, Brandt Industries

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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.

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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

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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