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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor ERP Tips & News from the Experts

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

What is preventing you from upgrading your Infor M3 ERP System?

What is preventing you from upgrading your Infor M3 ERP System?

Your answer to this question is likely customizations… customizations that were once the best thing since sliced bread but now have become the bane of your existence.

There is something you can do about it! 

Crossroads RMC has many options for M3 dealing with customizations: 

  • Customizations can be re-written to call standard M3 functions via APIs and BODs.
  • Customizations can be replaced with enhanced sorting orders and views, the results of which can be exported to Excel.
  • Your customizations can be re-programmed using Extensibility for smaller customizations and the Infor Development Studio for larger customizations.
  • Analytics Dashboard allows for an endless variation of M3 views to be created all without touching your ERP system.
  • M3 Ad Hoc Reporting and M3 Report Manager (MRM) can be used to create your own custom-designed report output.
  • New functionality in the latest version of the ERP software may allow you to eliminate many of your customizations.

It all starts with an assessment of your custom components. This is something that can be done internally by you, or with the assistance of Crossroads RMC consultants.

Why continue to live with the elephant in the room who insists on blocking the doorway to progress? Start the process today to get rid of the customizations that are preventing you from taking your ERP system to the next level. Contact us today to learn more: 800.762.2077solutions@crossroadsrmc.com, or request a phone consultation.

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Frank Petrasio

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Tips:  LX | BPCS | M3

The Cycle Counting Sub-System Within Inventory Management

The system uses the following information as the basis for cycle counting selection:

  • Cycle Counts/Year: The system calculates the time between cycle counts based on your entry in this Item Master file field for each item (optional).
  • Last Cycle Count Date: This date is in the Location Inventory file, ILI, if you use locations, or in the Warehouse Inventory file, IWI, if you don't.

The system adds the time between cycle counts (calculated as described above) to this date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it is greater than today's date, the item is not selected, it is not due yet for cycle counting.

There is another special condition that causes an item to be selected for cycle counting. If the ILI/IWI record of the item has a Y in the Cycle Flag field, the item is selected automatically. This flag indicates that the item's on-hand balance has gone to a negative value sometime since the last cycle count. That applies even if the value is not negative at selection time. The programs that can set this field are INV500D, INV510, and BIL540.

You can also limit the items selected for counting by specifying limits of the item numbers or warehouses to be searched.

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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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