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Consulting News: ERP Implementation or Upgrade... Are You Prepared?

There are several factors that need to be considered when undertaking a major project like an ERP implementation or upgrade. Before you look to others outside of your organization to provide the expertise needed, you need to first look internally to ensure that the right players are in place to lead the project and also ensure business continuity during the project.

  • Executive Sponsorship - Does Senior Management have a clear and well understood commitment to project success?
  • Strong Project Manager?
  • Core Team Functional Representation - Are the Team Members knowledgeable participants and able to keep the project moving forward?
  • User Community Support?
  • Motivation - Are the Team Members willing and able to provide the time needed for a large-scale implementation?

Do You need help figuring out if your organization is properly positioned for an implementation or upgrade? Contact us. We can help.

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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

Customer Defined fields are fields that can be added to tables, screens, reports, and BODs. Validation and calculation logic can be defined around those fields. This gives you great added capability and flexibility… however, are you aware of the limitations of using CDFs?

  • You cannot define customer-defined fields for tables within Tools (the tl and tt packages).
  • External integrations.....

To clear out the balances of outstanding invoices that will be added into new companies or moved into new companies, credit notes could be created for them and have them linked to all the invoices of one customer/supplier. 

Another option is to...

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