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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

It’s mid-January and IT’S GO TIME!

Infor LX | BPCS | Infor LN | Baan

The calendar is fresh, the resolutions are made and the opportunities are endless!

So, it is time to dive right in and start tackling your to-do’s?

Right?

Not just yet!

First, you need to take the time to think about your ERP strategy.

What’s an ERP strategy?

-------------------------------------

ERP strategy is a guideline for the steps you should take before, during, and after an ERP implementation. They are the steps recommended to ensure proper functionality and ultimate success with an ERP system… the system you RELY on to help you run your business.

Think of it this way: Before you take a long road trip, you might do some planning….which cities do I want to visit? What hotels are available? What sites look interesting? Without planning, you’re just winging it. While “winging it” might turn out great, it also might turn out horribly.

A horrible road trip isn’t the end of the world, but a horrible ERP strategy could be. What if you never took the time to evaluate your ERP system and determine how well it is or isn’t matching up with your company’s growth strategy? What if your employees really didn’t understand why they were using certain features, or how best to use them…they just (somehow) got the required transactions in…never sure if they were even processed correctly or completely? What if you never investigated new features in the ERP, or ways that processes could be streamlined which might save significant amounts of manual effort and money?

Whether the next steps in your ERP strategy involve a major ERP upgrade, new integrations, or gaining efficiencies with the system you have in place today, there are always things that can be done to improve. 

Crossroads RMC can:

  • Provide assistance with implementing new functionality in your existing ERP version.
  • Lead the charge to help you upgrade your ERP to the latest version available.
  • Train new employees, or retrain existing employees based on best practices.
  • Automate some of your most time-consuming, manual processes.
  • Integrate your systems so that everything communicates with your ERP and functions as one cohesive system.
  • Deliver ERP add-on solutions that can save your company a significant amount of time and money.

Crossroads RMC offers a FULL spectrum of consulting services and software to assist manufacturers on the path of optimization, by reducing operating costs, improving quality, and increasing manufacturing efficiencies.

Learn More:

Infor LX Services>
BPCS Services>
Infor LX & BPCS Software>

Infor LN Services>
Baan Services>
Infor LN & Baan Software>


IT'S GO TIME!

Contact us today to discuss your ERP strategy and how Crossroads RMC can help you make 2022 a rousing success for your business! 

solutions@crossroadsrmc.com  | 800.762.2077

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Tips:  LX | BPCS | M3

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
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.

This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

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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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