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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

Planning for Growth – What you need to do first to be successful

Infor LX | BPCS | Infor LN | Baan

As your business experiences growth or aims to do more with less, optimizing your resources becomes crucial. To achieve growth, it's essential to leverage your people, processes, and products effectively. You are the experts on your products, and we covered Reskilling and Upskilling Your Staff on June 21, so let's focus on the processes that drive your business forward.

  1. Analyze your ERP system and other software: Begin by understanding your current setup. Identify which modules of the ERP system you are using and how they are being utilized. Also, assess what activities are being performed outside the system and why. This analysis will provide insight into your existing operations.
     
  2. Review and identify pain points: Conduct a thorough operational assessment to review current processes. Identify areas of concern and define business process owners (BPOs) for each assessed area. BPOs should understand how job functions relate to each other, which sessions/modules are used in the ERP system, and where there are gaps between needs and capabilities.
     
  3. Envision the future needs: Visualize your ideal system and its capabilities. Consider how your people would use it and how processes would flow. Think about automation possibilities to streamline operations.
     
  4. Match needs with capabilities: Compare your list of needs, wants, and gaps with the capabilities of your current ERP version or the latest release. This may require the assistance of consultants who understand the software's features and functionality.


Once you've completed these steps, it's time to plan the implementation of the new features in a way that will have the most significant impact on your business. Remember, the implementation process doesn't have to be lengthy, time-consuming, or expensive. Sometimes, even small changes can lead to substantial improvements.

An ERP assessment can be a catalyst for growth. Avoid clinging to the status quo, as the future should not be governed by "the way it has always been." Taking that initial step away from old habits might be challenging, but it will set you on the path to true growth and progress.

Learn more about an ERP utilization review performed by your go-to experts at Crossroads RMC! 

ERP Utilization Review:  Infor LX  |  BPCS  |  Infor LN  |  Baan

Contact us to discuss a utilization review that is right for your business. 800.762.2077

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Tips:  LX | BPCS | M3

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. The user is now able to change non-QMS lot controlled items even when a QMS product is installed.

The Facility Period Close process, as introduced in Infor LX 8.3.4, was designed to function interactively. 

The expectation was that clients with a continuous or 24-hour worldwide operation in multiple facilities would submit the Period End Close jobs for each facility as daily operations ceased or shifts ended for each facility. This process was designed to function interactively so that validations of users performing transactions that conflicted with period end processing, and resulting messages, were immediately sent to the period end user. 

This enhancement provides a batch mode for the Facility Period Close (INV930) process and allows the Update IIM Inventory from IWI (INV931) process to be submitted from the INV930B program. The enhancement also provides a batch mode for the INV931 process. For example, a user has a 24-hour operation in facilities around the world, but a centralized IT operation. With this enhancement the user can submit the individual facilities to be closed to a batch process that can be managed by a scheduler, automatically releasing each facility to be closed at a predetermined time.

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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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