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/ Categories: Upgrade & Implementation, Integrations & Enhancements, Infor ERP Utilization Review, ERP Utilization Review & Process Improvement Consulting, Support, Training & Workshops, Consulting

It's almost the end of the 1st Quarter of 2021 -  How are you doing on your 2021 goals?

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

TIME TO UPGRADE?

Is an upgrade to the latest version of your Infor ERP system the goal for 2021? If so, Crossroads RMC has 35+ years of industry experience that we bring 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.

Make Crossroads RMC consultants part of your upgrade team to:

  • 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 an 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 2021 with your current Infor ERP system.

Contact Crossroads RMC to:

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

Our goal is your goal…to make 2021 the best year possible for your business. Crossroads RMC consultants are ready to jumpstart 2021 to make sure your goals are achieved. Contact us today to get started. 800.762.2077

"We are very happy with the results, and by all accounts, the project is a success. Crossroads RMC continues to deliver extremely knowledgeable consultants and project management. We simply wouldn't have made it without them. It continues to be a pleasure working with Crossroads RMC." – IT Director, Brandt Industries

Previous Article Infor LN & Baan Finance Tip: How to clear balances on invoices that will be moved to a new company
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Tips:  LX | BPCS | M3

Restrict Over-shipments to Customers

  • System parameter option controls when over shipments are allowed

Options to:

  • Continue current process with warning message
  • Give error message
  • Automatically correct to quantity available for shipment
     
  • Option to revise the order quantity so that pricing, promotions, credit checking load planning and other processes reflect the actual quantity
  • Allows better control of exceptions for over shipments
  • Ensures that pricing, promotions are correctly based on actual order quantity
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Graphical representation makes complex concepts—like the intricacies of an ERP system—more universal, relatable and easy to understand.

ERP dashboards gather and visualize critical metrics from across the organization, offering insight into the performance, outlook and interconnectivity of business processes.

By setting up ERP dashboards that illustrate key metrics and compellingly communicate operational performance, key stakeholders will have a clear picture of the health of the business—and make better, more informed business decisions as a result.

The Crossroads Analytics Dashboard has preconfigured views for all of the following:

 Infor LX & BPCS
  • Sales Bookings (ECH)
  • Accounts Receivable (RAR)
  • Accounts Payable (APH)
  • Planned Orders (KFP)
  • Purchasing (HPH)
  • Shop Order Material (FMA)
  • Shop Order Operations (FOD)
  • CEA
  • Order Booking (ECS)
  • Labor History (FLT)
  • Sales History (SIH)
  • Material Status (IIM/ILI)

To learn more visit our Analytic Dashboard webpage.

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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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