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/ Categories: Services News, Upgrade & Implementation, Integrations & Enhancements, Infor ERP Utilization Review, ERP Utilization Review & Process Improvement Consulting, Support, Training & Workshops, Consulting

It’s mid-January and IT’S GO TIME!

Infor LX | BPCS | Infor LN | Baan

The calendar is fresh, the resolutions are made and the opportunities are endless!

So, it is time to dive right in and start tackling your to-do’s?

Right?

Not just yet!

First, you need to take the time to think about your ERP strategy.

What’s an ERP strategy?

-------------------------------------

ERP strategy is a guideline for the steps you should take before, during, and after an ERP implementation. They are the steps recommended to ensure proper functionality and ultimate success with an ERP system… the system you RELY on to help you run your business.

Think of it this way: Before you take a long road trip, you might do some planning….which cities do I want to visit? What hotels are available? What sites look interesting? Without planning, you’re just winging it. While “winging it” might turn out great, it also might turn out horribly.

A horrible road trip isn’t the end of the world, but a horrible ERP strategy could be. What if you never took the time to evaluate your ERP system and determine how well it is or isn’t matching up with your company’s growth strategy? What if your employees really didn’t understand why they were using certain features, or how best to use them…they just (somehow) got the required transactions in…never sure if they were even processed correctly or completely? What if you never investigated new features in the ERP, or ways that processes could be streamlined which might save significant amounts of manual effort and money?

Whether the next steps in your ERP strategy involve a major ERP upgrade, new integrations, or gaining efficiencies with the system you have in place today, there are always things that can be done to improve. 

Crossroads RMC can:

  • Provide assistance with implementing new functionality in your existing ERP version.
  • Lead the charge to help you upgrade your ERP to the latest version available.
  • Train new employees, or retrain existing employees based on best practices.
  • Automate some of your most time-consuming, manual processes.
  • Integrate your systems so that everything communicates with your ERP and functions as one cohesive system.
  • Deliver ERP add-on solutions that can save your company a significant amount of time and money.

Crossroads RMC offers a FULL spectrum of consulting services and software to assist manufacturers on the path of optimization, by reducing operating costs, improving quality, and increasing manufacturing efficiencies.

Learn More:

Infor LX Services>
BPCS Services>
Infor LX & BPCS Software>

Infor LN Services>
Baan Services>
Infor LN & Baan Software>


IT'S GO TIME!

Contact us today to discuss your ERP strategy and how Crossroads RMC can help you make 2022 a rousing success for your business! 

solutions@crossroadsrmc.com  | 800.762.2077

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Tips:  LX | BPCS | M3

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

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Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

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Tips: LN | Baan

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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Do you have bottlenecks in your process due to product changeovers or breakdowns?

Maybe the answer is adding redundancy in the department where you are experiencing the problem. A duplicate machine setup can allow for double the capacity during high production periods. It can also eliminate the need to swap out tools or other materials due to different production runs. When breakdowns occur, equipment can be swapped out to keep production moving while repairs are being made.

Planning for this keeps production levels high.

 

 

 

Optimize Your Manufacturing Today!

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