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

George Moroses

OTTO Q&A from the Director of Planning & Technology at Champion Industries

1.  How difficult is it to initially install OTTO?

Dead easy is the straight answer. We relied on you to install, and you installed in the predicted 1 hour.  

2.  Would you install it on a test system or on the production system?

Production system is another easy answer. I use OTTO as the ideal prototype when talking to business contacts about “add-on” products. It is non-invasive; it only reads data from our ERP files. I know the implementation is 100% safe because no ERP files are ever updated (read corrupted) by OTTO.

3.  How difficult was it to implement OTTO? Was there a negative impact on daily operations?

There is a learning curve involved in using any new tool that has value to add. OTTO implementation is very low on the impact scale, but I would strongly recommend that a prospective client plan on investing in education and practice. OTTO implementation is low impact. No valuable tool is “no impact”.

Click here to learn more about OTTO

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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

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving describes several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

In 1998, Paccar, Inc. chose Crossroads RMC to be their data collection partner for Baan IV. That partnership has grown over the years and now incorporates almost 200 data collection licenses and 15 different Crossroads applications that run on mobile devices throughout Paccar’s facility. This year, Paccar has elected to extend the Crossroads Data Collection - Web Collect to some of their 3rd party contractors in order to support an increase in production. With the installation of the Crossroads Data Collection - Web Collect, the subcontractors will be able to complete sub-assembly activities and inventory transfers all within Paccar’s Baan system which the subcontractors will be accessing via a point to point solution built for them.

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