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Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

An Infor LX upgrade in a month? Crossroads consultants make it happen!

An Infor LX upgrade in a month? Crossroads consultants make it happen!

In August, BISCO, Inc. based in IL went live on their new IBMi 9 with Infor LX. This project included a dual migration from IBMi 7 to IBMi 9 and an upgrade from LX 8.3.4 to LX 8.3.5 using webtop. The Crossroads team led by Tim Baker, made this all happen in just a little over a month. BISCO will immediately move into the next phase of the project which will focus on an implementation of the Avalara Tax Interface to LX.

As stated by BISCO’s Senior Manager of Information Technology, “I want to express our complete gratitude for what a great job Crossroads RMC did in helping us get our BPCS LX Upgrade up and running. We were struggling to get over that hump and just couldn’t seem to bring this ERP to life… Crossroads RMC came in and saved the day, a fantastic job and the effort put forth was 2nd to none. Big Shout out to Tim Baker!!  I would highly recommend Crossroads RMC to any company.

BISCO is an ISO 13485 certified manufacturer of medical devices for the dental industry, specializing in adhesive and resin composite technology. Established in 1981, BISCO is an industry leader providing technically innovative aesthetic and restorative products to dental customers in the U.S. and in over 60 countries worldwide.

Learn more about Crossroads RMC Services>

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George Moroses

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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.

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

Do you have a strong relationship with your suppliers? Do they know your every need/want? No? Well, why not?  

The key to any good relationship is communication. Have you established clear and consistent communication with your suppliers? Consider establishing a way for both of you to share information with each other electronically.

A portal is a good way to achieve this. Documents can be shared, updates on deliveries can be communicated with ease, and changes that can affect both your operations and theirs can be communicated efficiently and effectively.

Optimize Your Manufacturing Today!

When is the last time you took a hard look at your production lines?

  • How are we moving product through our facility?
  • Do we have work instructions / drawings available where needed?
  • Do we have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are processes automated, where possible?

Taking a hard look at your processes and procedures may reveal some interesting results. Don’t assume that everyone is doing things the same way. Some may be superstars, and others may need some mentoring. Some processes may be outdated and costing you time and money, while others are extremely efficient. One area of the business may benefit from how others operate. Take the time to review and analyze your findings. Your company may benefit greatly as a result.

Optimize Your Manufacturing Today!

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