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/ Categories: Upgrade & Implementation, Support, Training & Workshops, Consulting

Tick-Tock... It's time to get more out of your ERP

As crazy as it sounds, we’re about to enter the 2nd half of 2024. How are you doing on your 2024 goals? Planning for 2025 projects?

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

⇒⇒ TIME TO UPGRADE?

Is an upgrade to the latest version of your ERP the goal for 2024/2025? If so, Crossroads RMC brings 40 years of industry experience to the table to ensure that your upgrade achieves the results you’re looking for and does so on time and within budget.

Crossroads RMC's team of expert consultants will:

  • 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 from start to finish
  • Supplement your existing project team with 1-2 key resources
  • Develop the 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 2024 with your current ERP version.

Crossroads RMC's team of expert consultants will: 

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

OFF SUPPORT AND MAINTENANCE WITH INFOR AND FEEL STUCK?

Not true! Crossroads RMC can facilitate a conversation with an Infor representative that specializes in working with customers that have been off of support & maintenance for a number of years. Together we can put together a plan to economically get your support & maintenance restarted which can give you options for the future.

Our goal is your goal…to help you finish 2024 strong and make 2025 the best year possible. Crossroads RMC consultants are ready to jumpstart your plans to make sure your goals are achieved. Give us a call today! 800.762.2077

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Tips:  LX | BPCS | M3

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: LN | Baan

If you do not wish to define a detailed mapping to various ledger accounts for specific integration transactions, you can map the corresponding integration document type to a default account. All the transactions of the integration document type for which an account cannot be determined based on the mapping scheme details, are posted to the default account.

 

The mapping of an integration document type to a default account is direct, without the need for element groups and mapping elements. No distinction is made on any of the transaction details.

 

Default accounts can be used in two ways:

  • Instead of a detailed mapping to various ledger accounts. All the transactions are posted to the same account. For example, all warehouse receipts are posted to the Inventory ledger account, without any distinction.
  • In addition to a detailed mapping. If a transaction cannot be mapped based on the detailed mapping scheme, it is posted to the default account.
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A cluster is a group of one or more warehouses in a particular geographical area. You can plan an item by cluster (geographical area).

To enable this, you can set up multiple plan items for one item. You always define one plan item without a cluster indication and multiple plan items with a cluster indication. A plan item with a cluster is called a clustered plan item, and a plan item without cluster is called the non-clustered plan item.

The plan items in the clusters can be supplied not only by distribution, but also through purchase and production. In this way, you can, for example, plan local purchasing in a cluster (geographical area). You can also plan supply from multiple sources.

  

Optimize Your Manufacturing Today!

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