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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

Anthony Etzel

OTTO: How to get started? It’s easy!

The evaluation process for business operations improvements and related software is normally fairly long because it takes time to first understand the software and then to analyze how it will be used. However, how the software works won't truly be understood until it is actually functioning in either a live environment or a simulation of that environment using a reasonably complete test database. 

In order to overcome this challenge we use the following process:

  • Telephone meeting to discuss needs.
  • Webinar to determine common understanding.
  • Load data into OTTO for a live demo.
  • No-obligation trial of the software.

Your only obligation is to supply resources to evaluate OTTO's capabilities. This approach allows you to see exactly how OTTO operates in your specific environment and what benefits you can gain. Several of our customers have actually realized sufficient benefits during the trial-period to justify their purchase of OTTO. Best of all, this evaluation approach offers you extremely low cost and low risk with the potential for high payback in a short period of time.

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Anthony Etzel

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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

As crazy as it sounds, we’re about to enter the 4th Quarter of 2021. How are you doing on your 2021 goals? Planning for 2022 projects? Maybe it's time to get more out of your Infor ERP system.

TIME TO UPGRADE or NOT?

Is an upgrade to the latest version of Infor LN the goal for 2022? If so, Crossroads RMC brings 35+ 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 on budget. Our goal is to delight your users and maximize the efficiencies that your business can gain from implementing best-of-breed business practices.

Crossroads RMC's team of expert consultants will...

You may want to restructure your warehouse with new bin codes and new bin characteristics. You will not undertake this kind of activity very often, but situations can occur where a reclassification is necessary to achieve or maintain a more efficient operation. In this case, you may want to remove a given warehouse location. It can be done, but you must be aware of the following:

A location cannot be removed if any of these conditions exist:

  1. Any outstanding inbound advice for the item.
  2. Any outstanding outbound advice for the item.
  3. Any unprocessed cycle counting order/adjustment order lines.
  4. Any cycle counting data.
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