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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

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024

September 23-26, 2024

George Moroses 0 88 Article rating: 5.0

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024
Empower Your Business with Innovation

September 23-26, 2024

As a Gold Sponsor, Crossroads RMC is thrilled to present four impactful LX Track sessions this year, designed to inspire and empower attendees to drive success within their organizations:

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Adding a Timestamp to LN Standard Tables

Kathy Barthelt 0 1621 Article rating: 5.0

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Kathy Barthelt 0 1715 Article rating: 5.0

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

Infor LN & Baan Tips & Tricks for FINANCE: Ledger Account Blocked Error

Kathy Barthelt 0 1567 Article rating: 5.0

When attempting to post to a ledger account, users may occasionally encounter an error indicating that the ledger account is blocked. To resolve this issue, navigate to the Chart of Accounts session (tfgld0508m000) and select the Miscellaneous tab. Once there, review the Blocking field. The available settings are:

  1. Free
  2. Blocked for manual input (integration transactions and other automatic transactions can be posted with this setting)
  3. Blocked for all purposes.

Infor News You Can Use: Infor Velocity Summit

October 1-2, 2024 (Las Vegas) & October 22-23, 2024 (Amsterdam)

Kathy Barthelt 0 1541 Article rating: 5.0

Antiquated technology has no place in today’s fast-moving world

To succeed, you need to move with velocity—this means not just moving fast, but with purpose and precision. Velocity-powered businesses measure success by the value created at every turn, not just by speed.

At the Infor Velocity Summit, we’ll unveil our latest innovations across generative AI, process intelligence, ESG, and more, distilled from our work with 60,000 customers and built for your industry, from the ground up.

Discover how possible happens>  https://www.infor.com/events/infor-velocity-summit

The Far-Reaching Impact of Disconnected Data: From Operations to the Executive Suite

Kathy Barthelt 0 1941 Article rating: 5.0

The Impact of Disconnected Data Across Your Organization

Operations Impact:

  • The warehouse manager’s spreadsheet tracking inventory levels and supplier shipments is disconnected from your ERP.
  • Dealer Portal Email orders need to be manually entered into the system.

Finance Impact:

  • Budgeting data is maintained in isolated spreadsheets, unlinked to quotes or sales figures in your ERP.
  • Open purchase orders and invoices need manual matching and approval, creating inefficiencies.

Technology Impact:

  • A large number of reports must be generated outside the ERP for teams to stay "up to date."
  • Valuable time is spent exporting ERP data for analysis in external data cubes.

Executive Impact:

  • Compiling an accurate picture of inventory and financial health is a struggle when data comes from multiple sources.
  • Lack of visibility to inventory shortages results in losing customers due to stockouts or delays.

Disconnected data refers to information stored separately from your main business system, such as your ERP. While this data holds value, the lack of integration creates challenges across your entire organization—often more than expected...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Role-Based Security

George Moroses 0 1586 Article rating: 5.0

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips:  LX | BPCS | M3

Get ahead of the curve with a seamless, comprehensive integration strategy that surpasses other competitive solutions. In part two of this webinar, join our discussion of best practice integration tricks and solutions from a fellow customer’s office of finance. Understand what makes their integration approach effective and review best practices in integrating your IBM i solution to other office of finance solutions (F9/EPM/Birst/GRC).

Hosted by Peg Tuttle from the IBM i podcast, “The Incredible i Show”. 

  • How version upgrades have tightened internal control loopholes.
  • Structural IBM i advancements designed to safeguard your organization.
  • IBM i ecosystem solutions that strengthen both data and access vulnerabilities.

Don't miss this fourth fireside chat, Eight Ways to Modernize your IBM i product – Topic #3 of 8: Best practices in integration for the office of finance (Part 2). Register today!

Register today!

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

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Tips: LN | Baan

Crossroads RMC

Top 10 Things (you might not know) About Crossroads RMC

  1. Crossroads RMC has been in business since 1984 & has been an  partner since 1991
     
  2. Crossroads RMC offers functional & technical training on all versions of Infor LX, BPCS, Infor LN, and Baan and will completely tailor the training to your specific needs. 🤝🏽
     
  3. Our consultants have over 1,000 years of combined experience working with manufacturers just like you! 🤓
     
  4. Our consultants have expert-level functional & technical knowledge of every version of Infor LN & Baan from Baan IVc through LN 10.8, and Infor LX & BPCS from BPCS 3.0 to LX 8.4.X. 👩🏽‍💻
     
  5. Crossroads RMC is a value-added reseller of new and refurbished data collection equipment (mobile computers, printers, RFID equipment, and more).  🚚
     
  6. Our headquarters are just outside of Chicago, but for some silly reason, our East Coast staff thinks they have the best pizza. 🍕🍕
     
  7. Our integration specialists have developed over 60 different integrations to Infor LN, Baan, Infor LX & BPCS. ⚙️
     
  8. Crossroads RMC offers 24 X 7 support to all of our customers. 💪
     
  9. Our technical consultants have developed many Infor ERP software add-on solutions like MES, Data Collection, Analytics Dashboards, Barcode Label Generation FedEx and UPS integration, VJES (Visual Job Execution Software) and more that are used by thousands of Infor users every day.
     
  10. We’ve been publishing Infor LN, Infor LX, BPCS, and Baan tips & tricks since February 2010, and most are still available on our website, with new ones added every other week! 💡💡

     

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