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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

Infor LX & BPCS Tip: Did you know? One Time Vendor – ACP100D2-02 (Vendor Master Maintenance)

George Moroses 0 7975 Article rating: 5.0

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

Webinar: Business Insights Made Easy With Dashboards - Infor LX/BPCS

Thursday, May 2, 2024 - 12:00-1:00 (US/Central)

George Moroses 0 9530 Article rating: 5.0


  

Join Crossroads RMC
& the InforIBMi-Series Community

Business Insights Made Easy With Dashboards

Learn how easy it is to create and use dashboards to gain valuable insights into the data you use daily to run your business.

Join our webinar: Thursday, May 2, 2024 at 12:00pm Noon (US/Central) for 1 hour.

Register →


Presenter: Anthony Etzel

Infor LN & Baan: Customizing Shipping Labels for All Customers

Kathy Barthelt 0 10315 Article rating: 5.0

Are you striving to create shipping labels that cater to all your customers' needs? Do you require specific details on your shipping labels for particular items or product lines?

According to recent research, the global barcode label printer market was valued at $2.6 billion in 2022 and is estimated to reach $4.3 billion by 2032, exhibiting a CAGR of 5.2% from 2023 to 2032.

Crossroads RMC's RMClabel software automates the printing of customer-specific and item-specific labels...

​Infor LN & Baan Tip: Determining What Data to Archive or Delete

Kathy Barthelt 0 11045 Article rating: 5.0

Ensuring access to historical logistical and financial transaction information for your employees is crucial. However, before proceeding with archiving or deletion, it's essential to evaluate the necessity of retaining this data. Baan and Infor LN (ERP LN) offer standard archiving sessions within major modules that typically handle a significant volume of historical transactions. These sessions are designed to transfer historical data to an archive company before deleting it from the operational company.

When it comes to archiving sessions, you have three primary options:

Infor LX & BPCS Tip: MPS Planned vs. MRP Planned

George Moroses 0 8416 Article rating: 5.0

Determining whether to use Master Production Schedule (MPS) planning or Material Requirements Planning (MRP) planning for items in Infor LX and BPCS involves understanding the nature of the items and their demand characteristics.

Master Scheduled Items typically encompass finished goods or service items. These items receive their requirements either from Independent demand, Dependent demand, or a combination of both...

Unlocking the Full Potential of Your LX/BPCS Investment - Embrace the Cloud for Enhanced Connectivity

George Moroses 0 7725 Article rating: 5.0

At Crossroads RMC, we understand that our clients are fiercely loyal to Infor LX/BPCS because of its breadth of capabilities, reliability, and efficiency. Simply put, it stands as an indispensable tool for your business operations.

Thanks to our new partnership with Aleran Software, we’ve made it easy and affordable to extend your LX/BPCS investment with a suite of modern, cloud-based sales tools, including:

  • Aleran Software Mini DemoCustomer/Dealer Portal Capabilities: Empower your customers and dealers with intuitive portal access.
  • Streamlined CPQ (Configure, Price, Quote): Simplify complex configurations and pricing processes.
  • Efficient Sales Order Management: Centralize all cart activities, quoting, and sales orders for seamless operations.
  • Sales-Focused PIM (Product Information Management): Store vital sales-driving information for enhanced decision-making.
  • Flexible Buying Sites: Offer unlimited buying sites tailored to customer or dealer preferences, complete with customizable price points.
  • Integrated Catalog and Tech Manual Buying: Facilitate integrated buying directly from existing catalogs and technical manuals.
     

With a modern, cloud-based deployment, Crossroads RMC can help you remove the risk and eliminate the headaches that come from traditional cost-prohibitive builds and months-long integrations. We can help you put your customers at the center of a multi-channel sales strategy with curated sales experiences, personalized promotions, and out-of-the-box fully configurable tools and features.  

Contact us today at 800.762.2077 to jumpstart your path to enhanced connectivity and sales efficiency.

We're excited to unveil our revamped BPCS/LX Technical Staff Augmentation Services

George Moroses 0 7601 Article rating: 5.0

We're excited to share some updates about our BPCS/LX Technical Staff Augmentation Services. At Crossroads, we're refining our staff augmentation structures to better cater to specific job descriptions. This enhanced offering is designed to provide our clients with the opportunity to seamlessly maintain product-level support (BPCS/LX – RPG) and development assistance. What sets this program apart is its ability to offer significant cost savings compared to traditional time and material arrangements. We aim to make staff augmentation more accessible and customizable to meet varying budgetary needs.

As part of this agreement, Crossroads will allocate a dedicated BPCS/LX technical resource for a set number of hours per week. The exact hours will be mutually agreed upon during the sourcing requirements discussions, ensuring that the support arrangement aligns perfectly with your needs.

Key Features of the Technical Staff Augmentation Service:

  • Flexible Hours: Tailored to your specific needs, we'll collaborate with you to determine a fixed number of hours per week that best aligns with your requirements.

  • Duration Options: Choose from flexible prepaid agreement durations of 3, 6, 9, or 12 months.

  • Remote Accessibility: Our technical services are primarily remote, but onsite assistance can also be discussed and arranged during the project kickoff phase, ensuring comprehensive support regardless of location.

  • Expertise Spectrum: Our dedicated BPCS/LX technical resources boast a comprehensive skill set, including proficiency in RPG, thorough documentation practices, design capabilities, familiarity with IBMi system foundations, job scheduling expertise, SQL proficiency, CL development capabilities, and more.

  • Scope Clarification: While our agreement primarily focuses on technical support and development assistance, application support falls outside the defined scope and can be considered separately upon request.

This innovative approach to technical staff augmentation is designed to streamline your operations, enhance system reliability, and empower your team to maximize the full potential of your BPCS/LX environment. Let's embark on this journey together, customizing technical staff augmentation solutions that precisely align with your business objectives and budgetary constraints.

Request a phone consultation or Learn

Introducing VJES (Visual Job Execution Software)

Kathy Barthelt 0 9319 Article rating: 5.0

You would be hard-pressed to completely miss the stories in the news recently about quality issues in manufacturing. The crux of the issue has been a complete focus on production and a lack of focus on quality. Yes, it is a wonderful thing to get the goods out the door, but when you’re sacrificing quality, what good is it really?

There are specifications for production for a reason. Engineering exists for a reason. If products are not built according to exact design specifications, scrap is likely to go up, rework goes up, customer returns and/or service requests go up, and customer satisfaction and overall customer confidence in your product plummets.

Is all of that worth it to get the good out the door in the shortest amount of time possible?

Every manufacturer relies on a few core measurements to manage their operations. Measurements like efficiency, productivity, capacity, labor and equipment utilization are used by manufacturers across the globe to benchmark performance and assess the effectiveness of processes.

Quality needs to be part of that mix. Because measurements like efficiency and productivity don’t necessarily mean high quality, incorporating ways to ensure quality from the start can help to eliminate waste and rework.

Manufacturing quality is achieved through quality control using documented, repeatable, and measurable processes.

What if you could incorporate quality control in every operation, at every work center to not only ensure high-quality finished goods but also simultaneously train high-quality operators?

Introducing Crossroads’ ERP independent solution, VJES (Visual Job Execution Software)...

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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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for OPERATIONS: Update, Cancel or Remove Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may affect the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  • Update the outbound order line if the originating order is changed.
  • Cancel the originating order line and the outbound order line.
  • Delete the canceled outbound order line.

If updating is allowed, changes made to the originating order are updated to the outbound order line and the related outbound advice, and, if present, picking lists, are deleted.

If updating is not allowed, a message is displayed, and the input is blocked when you try to change the originating order line.

If canceling is allowed, the outbound order line is deleted or set to Canceled when the originating order line is canceled.

When a canceled outbound order line is deleted, if present, the related outbound advice and picking list are also deleted. Outbound order lines originating from manual order origins cannot be deleted when canceled.

To process an outbound order line that is not deleted but set to Canceled, the outbound order line must be set to Shipped. The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed to process the outbound order line.

When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0. You can create a transfer order to return the not-shipped goods to inventory.

If canceling is not allowed, you cannot cancel the originating order line or the outbound order line. A message to that effect is displayed when you try to cancel the originating order line.

To prevent the goods from being shipped when canceling is not allowed, you must complete the outbound and shipment procedures. When confirming the shipment line, you must set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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