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George Moroses

Consulting News: How comprehensive is the Crossroads RMC ERP business audit & how does it work?

Our Infor LX Practice just finished a Supply Chain and Manufacturing audit for one of our customers. During that engagement, several areas of the business were identified that could benefit from additional training and consulting support. 

Areas of significance were:

  • Purchasing
  • Customer Service
  • Billing
  • Inventory
  • Costing
  • Bills of Materials and Routings
  • Material Requirements Planning
  • Shop Floor Control

Several manual procedures and “tribal knowledge” systems were discovered. The evaluation was done by two consultants who spent time with key users during two onsite visits. The next step in the process will involve working with the client to prioritize the list of items identified and develop a strategic plan focused on growth and efficiency.

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George Moroses

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Tips:  LX | BPCS | M3

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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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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