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Infor ERP Tips & News from the Experts

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

You can benefit from a business process review only if...

You can benefit from a business process review only if...

Infor LX | BPCS | Infor LN | Baan

Did you implement your ERP system 5 years ago… or maybe 20 years ago? At the time, it was like a brand new car… sleek, fast, top-of-the-line, and fuel-efficient. And although it may have needed a few minor “adjustments”, overall you were very pleased. Fast forward to today. Does it still have that new car smell? Does it run as efficiently as it used to? Do you know how to fix a problem when it occurs?

While ERP systems are certainly designed to last, over time, your business changes, your customers’ needs change, employees change and you are left with a system that may run “fine”, but you certainly don’t feel the same way about it as you did when it was brand new.

So the good news is that you CAN restore that “new car smell” with a utilization review, or business process review.

What is a Utilization or Business Process Review and Why Do I Need One?
Simply put, a business process review is an exercise designed to help businesses identify areas of improvement to become more agile, efficient, and streamlined.

Does my organization need a Business Process Review? 

While every company could benefit from conducting a business process review, it's only worth the time and effort if you have a specific problem you're trying to solve or a goal you are trying to achieve. Furthermore, and perhaps most importantly, organizations must be ready and willing to make changes. 

That's why a business process review is critical; it helps align processes, define goals, and thoughtfully plan and build solutions that help businesses achieve actual growth.

Our consultant reviews the current usage and related business processes of your entire Infor ERP system, or a particular area like Finance, Manufacturing, Materials Management, or Technology to make recommendations that will reinvigorate your Infor ERP system and those that use it.

Other benefits include:

  • Creating a consistent way of working across the business
  • Automating processes to reduce effort and increase productivity
  • Improving decision-making capability by providing access to real-time, reliable, and accurate information
  • Creating opportunities to improve your customer service levels and response times
  • Increasing your ability to attract and retain quality staff

Your ERP system may require some engine work, or it may just require an oil change and an expert to look everything over to make sure things are running smoothly. Either way – whether this is a project you take on internally or decide that you need some expert guidance from a company like Crossroads RMC, it is worth the time and investment to ensure peak performance.

Business process reviews can be performed 100% remotely via phone or web meeting, or in person – you choose what works best for your team.

Contact Us: 800.762.2077 | solutions@crossroadsrmc.com


 

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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

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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