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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

Is it time to get more out of Infor LN & Baan?

Is it time to get more out of Infor LN & Baan?

As crazy as it sounds, we’re about to enter the 4th Quarter of 2021. How are you doing on your 2021 goals? Planning for 2022 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 Infor LN the goal for 2022? If so, Crossroads RMC brings 35+ 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 on budget. Our goal is to delight your users and maximize the efficiencies that your business can gain from implementing best-of-breed business practices.

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 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 2022 with your current version of Infor LN or Baan.

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
     

Our goal is your goal…to help you finish 2021 strong and make 2022 the best year possible for your business. Crossroads RMC consultants are ready to jumpstart your plans to make sure your goals are achieved. Contact us today to learn more. 800.762.2077

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Kathy Barthelt

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Tips:  LX | BPCS | M3

This enhancement provides the ability to copy order lines, quote lines, and RMA lines. During Order Entry, action 3=Copy is available to copy regular lines and special lines. The new line displays in the next available line number.  This enhancement reduces manual key entry and speeds up Order Entry. 

The programs or areas impacted include ORD700D2, Order Line Entry, Quote Line Entry, and RMA Line Entry.

This enhancement prevents over-allocations and resulting overshipments to customers. Attempted over-shipments can present an error message to the user, or there is an option to automatically adjust the user’s request to the allowed quantity.

Since over-shipments result from over-allocations, Infor LX provides an optional validation during the four processes where a user can attempt to over-allocate. Note: Infor LX never over-allocates or over-ships; this always results from a user’s action. This enhancement provides three options regarding over-allocations and over-shipments:

  • Continue current process with warning message.
  • Show error message.
  • Automatically change allocation quantity to match quantity available for shipment.

If the over-ship quantity change is acceptable, internal procedures may require that the order quantity be revised so that pricing, promotions, credit checking, load planning, and other processes reflect the actual quantity.

The programs or areas impacted include:

  • ORD820D, Order Entry System Parameters
  • ORD720D2, Order Allocations
  • ORD725D, Order Entry Allocations
  • ORD570D5, Pick Confirm Inventory Confirmation
  • ORD700D2 / ORD700DA / ORD710B, Order Line Validation
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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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