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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

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 Many companies discover that industry-standard ERP features can replace outdated customizations.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

Kathy BartheltKathy 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

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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