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/ Categories: Upgrade & Implementation, Support, Training & Workshops, Consulting

Tick-Tock... It's time to get more out of your ERP

As crazy as it sounds, we’re about to enter the 2nd half of 2024. How are you doing on your 2024 goals? Planning for 2025 projects?

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

⇒⇒ TIME TO UPGRADE?

Is an upgrade to the latest version of your ERP the goal for 2024/2025? If so, Crossroads RMC brings 40 years of industry experience to the table to ensure that your upgrade achieves the results you’re looking for and does so on time and within budget.

Crossroads RMC's team of expert consultants will:

  • 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 from start to finish
  • Supplement your existing project team with 1-2 key resources
  • Develop the 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 2024 with your current ERP version.

Crossroads RMC's team of expert consultants will: 

  • Assist with implementing a new module in your Infor 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 Infor ERP
  • Perform an assessment or utilization review of one part of your ERP to see if anything can be improved

OFF SUPPORT AND MAINTENANCE WITH INFOR AND FEEL STUCK?

Not true! Crossroads RMC can facilitate a conversation with an Infor representative that specializes in working with customers that have been off of support & maintenance for a number of years. Together we can put together a plan to economically get your support & maintenance restarted which can give you options for the future.

Our goal is your goal…to help you finish 2024 strong and make 2025 the best year possible. Crossroads RMC consultants are ready to jumpstart your plans to make sure your goals are achieved. Give us a call today! 800.762.2077

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Tips:  LX | BPCS | M3

Spreadsheets are often the tool of choice for many organizations to store and arrange information for financial planning, analytics, compliance, and more. Ironically, for many business processes that involve managing data, it creates the exact opposite effect––silos of information and inefficiency. And because it stores organizational data in a readily sharable way, there is a high risk of exposing confidential information.

Read this Infor best practice guide to discover the top five business processes that a modern data and analytics architecture can automate and deliver far more value than spreadsheet-driven techniques.

Infor Best Practice Guide: 5 Ways Modern Analytics Reduces Spreadsheet Risk and Inefficiency

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How do I know which orders are on hold? – Pick Release / Pick Confirm

Orders that are on credit hold, customer hold, user hold, margin hold, credit card hold, or pricing hold cannot be selected for Pick Release or Pick Confirm. The ORD952B, Orders Not Selected Report, can be requested at Pick Release or Pick Confirm to list any order that would normally qualify for selection, but has been excluded for other reasons, and to print that reason. ORD952B has been modified to validate the hold status of the original customer order, instead of the intercompany automation warehouse order that is being processed, and to print a reference to the original customer order along with the reason.

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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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