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Anthony Etzel

Amerequip Goes Live With OTTO On-Time Orders

Crossroads RMC welcomes Amerequip as our newest client after successfully going live with OTTO, On-Time Orders.

Amerequip, with corporate headquarters in Kiel, Wisconsin, is a leading designer and manufacturer of accessories and attachments for the construction, utility, and industrial equipment, lawn and turf-care equipment, and related products sold in global markets served by their OEM partner customers.

Amerequip’s objective was to improve on time customer order shipments, reduce expediting, and cut down on the time their knowledge workers were spending digging for information. After carefully conducting their due diligence they chose OTTO to address these challenges.

OTTO helps manufacturing plants consistently meet customer commitments by performing predictive analysis to help prevent surprises and allow for early detection and resolution of potential issues. OTTO improves effectiveness of knowledge workers by reducing “data mining” required to answer customer order status questions, and improves the flow of material through the plant, as a result, reduce shortages and improve on-time customer order shipments. OTTO previously won the prestigious APICS Innovation Award of Excellence”.

We are proud to have Amerequip as our client and look forward to being a strategic partner and support their company growth and success.

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Anthony Etzel

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Tips:  LX | BPCS | M3

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track all order holds added & released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves but are only allowed to access regular LX programs if granted authority by an LX security officer.

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Tips: LN | Baan

Instead of sharing tables through logical linking, you can replicate table content between companies. This approach allows certain non-key attributes of a record to vary by company. For example, if you replicate bills of materials rather than sharing them, each company can associate a different warehouse with the same bill of material. This way, the bills of materials are consistent across companies, while the warehouses can differ.

Replication also enables selective availability of records in other companies. For instance, when replicating items, you might limit which items are available in a sales company based on their item group, only including end items. You can further refine replication to specific subsets, such as particular item groups.

Keep in mind that replication requires any referenced tables to be either replicated or shared as well.

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