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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

Avoid Being a Quitter: How Crossroads RMC Can Help You Achieve Your Goals

Unlocking Success Infor LX/BPCS & Infor LN and Baan

Crossroads RMC 0 9404 Article rating: .2

Avoid Being a Quitter

As the calendar flips to January 1st, it marks the beginning of a new year filled with fresh opportunities and resolutions. It's that time when many of us set ambitious goals for ourselves, both personally and professionally. But, how often do these aspirations fizzle out before we even hit the second Friday of the year? It's so common that they even call it "Quitter's Day." However, it's not too late to stay on track and realize your ambitions. In this article, we'll focus on the professional side of goal-setting and how Crossroads RMC can be your ally in achieving manufacturing excellence.

Step 1: Make Your Goals Bite-Sized

Infor LX & BPCS Tip: System i Workspace AnyWhere information and Important Support Dates for IBM and Microsoft Products

George Moroses 0 9299 Article rating: 2.5

System i Workspace AnyWhere is a web application framework that provides a common user interface for Infor’s IBM i products.

*** We strongly recommend that you subscribe to this KB to receive automatic notification when it is updated ***

Latest Updates
System i Workspace AnyWhere - Feature Pack 22 is now available - see the Update History section below (as of January 4, 2024)

Infor LX / BPCS & Infor LN / Baan Tip: Time for the Notorious TRIO: Manual -  Physical -  Inventory

Crossroads RMC 0 12560 Article rating: 2.5

While it might be accurate (and I emphasize "might"), is a Manual Physical Inventory the optimal approach? Best practices unequivocally say otherwise!

A superior alternative is the adoption of Cycle Counting. Why choose Cycle Counting over a complete physical inventory? This method zeroes in on a selected stock range, allowing concurrent execution with a company's regular operations. Cycle Counts offers a streamlined approach to inventory management, minimizing disruptions to processes related to stock receipt, consumption, or dispatch.

The dreaded "freeze" is no longer a necessity, sparing your staff from extended holiday hours, and ensuring accurate inventory counts throughout the year! Crossroads RMC is poised to assist you in implementing Cycle Counting efficiently and effortlessly.

Contact us today to kickstart this transformative process at 800.762.2077.

Infor LX & BPCS Year-End Close Checklist

George Moroses 0 8773 Article rating: 5.0

As the year draws to a close, the hustle and bustle of year-end activities can sometimes lead to overlooking critical tasks within your Infor ERP system. Ensuring a proper year-end close is essential for setting the stage for success in the coming year. Here is a comprehensive checklist to guide you through the process:

Year-End Close Process Objectives:

Infor LX/BPCS Tip What are the differences between INV810 and INV015 for Cycle Counting updates?

George Moroses 0 10456 Article rating: 5.0

INV810 only deletes the sequence number from the ILI of the item so it is not selected again for counting and does not delete the ICY record.

The ICY Cycle Count sequential history file increases in size with each new cycle count session. Running INV015 will purge all the old ICY records up to the date entered on the set-up screen ‘Enter Cycle Count Ending Date’ field. Physically deleting the old ICY files.

In most cases, when you complete the cycle count posting and run the reports, you can reconcile the data as required. After you reconcile the data for a specific day (or group of days), you can run INV015 to purge the data for that day (or group of days).

Infor LN & Baan Tip: When is backflushing disabled in LN?

Kathy Barthelt 0 12502 Article rating: .1

There are restrictions for the use of the field Allow Backflushing:/ Item – Production by Site (tiipd0151m100)

The option is unavailable if the option Direct Initiate Inventory is set. Serialized items can only be backflushed if in the Items - Warehousing (whwmd4500m000) details session the Serials in Inventory check box is cleared, and the Register Serial Issue During As Built field is Yes. In all other cases, serialized items cannot be backflushed.

Unlocking Success: The Power of Staff Augmentation with Crossroads RMC

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 8809 Article rating: 5.0

Consider this...

Your team is currently engaged in a critical project for your top client. However, to ensure the project's timely completion and high customer satisfaction, it's imperative to expand your team. You're aware that the recruitment process is time-consuming, and finding highly qualified individuals who don't require extensive training, especially in your ERP system and your specific business, is a challenging task.

Or perhaps this situation sounds familiar...

Your ERP system is running sluggishly, and you're aware that there are updates available that could enhance system performance. Unfortunately, your IT specialist is currently occupied with other tasks, and there's uncertainty about when the upgrade can be executed.

Both of these scenarios reflect the challenges businesses face in our era of rapid technological advancement. To maintain competitiveness, it's essential to meet client demands and ensure the smooth operation of internal systems, preventing any hindrances to current production. The hard reality is that your success hinges on having expert staff who can make an immediate, positive impact on your business.

So, how can you consistently maintain the right team size and composition to address contemporary challenges when hiring new personnel is a costly, protracted process?

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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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Financial Year End – Have You Done All You Need To Do?

I'm reposting this checklist for things to consider in order to finish out the year, and plan for next year…

  • Are your accounting records up to date so that you can make a projection of how the current year will turn out?
  • Are all account reconciliations currently up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

Optimize Your Manufacturing Today!

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Kathy Barthelt

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