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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

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

Crossroads RMC + Avalara…

The BEST way to handle tax compliance

Crossroads RMC 0 10349 Article rating: 5.0

A CASE STUDY

The Company:
A supplier of fabricated steel equipment to large food service firms such as Starbucks, Subway, and Walmart.

The Challenge:
This supplier needed to find a better way to handle tax compliance. The supplier’s legacy tax software was incompatible with their ERP. This led to:

  • The required upgrade to the latest Infor ERP version without having a pre-built, certified, fully-functional connector
  • The reliance upon labor-intensive, error-prone manual processes
  • Inaccurate customer addresses
  • Uncertainty around product and service taxability, as well as nexus
  • Increased audit risk


The Solution:

Infor ERP Tip: Did you know that you can e-file your 1099s simply and easily?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 14862 Article rating: 5.0

It’s almost that time of year – AND with Crossroads RMC and Avalara, you can e-file your 1099s and other forms simply and easily!

If you plan to e-file more than 2,500 forms this year, please let us know and we’ll connect you with our Avalara representative for custom pricing. Otherwise, the link below is completely self-service. Watch the short YouTube video at the bottom of the linked page for a quick walk-through tutorial, and you’ll be ready to get started immediately!   

Learn more> Avalara 1099

Streamline Your Data Management with Crossroads RMC's Analytics Dashboard for LN & Baan

Kathy Barthelt 0 8936 Article rating: 5.0

To enhance effective team communication and streamline data management, it's crucial for all team members to use a common language and work from a shared playbook. When decisions are based on disparate data sources, such as individual spreadsheets or isolated data repositories, it can hinder effective communication.

For manufacturers who deal with extensive data daily, keeping track of key departmental metrics can be challenging. This is where Crossroads RMC's Analytics Dashboard solution can make a significant difference. Our Analytics Dashboard is designed to simplify tasks by consolidating essential information into a single, easily accessible location, allowing you to access critical real-time data effortlessly.

With our powerful dashboards, you can achieve the following:

LX & BPCS Tip: Unlocking Efficiency and Customization: The Power of Infor Development Framework (IDF)

George Moroses 0 11334 Article rating: 5.0

The Infor Development Framework (IDF) is a significant component of Infor's efforts to modernize its Infor LX application. IDF aims to enhance the user experience by introducing a task-oriented approach to accessing information within Infor LX. It is designed to replace LX Inquiry screens. Here are some key points about IDF:

Are you ready to maximize the benefits of Infor ERP System?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 10296 Article rating: 5.0

It's hard to believe, but we're nearing the end of 2023, and it's a good time to reflect on your goals and plan for the coming year. If your plans for 2024 include upgrading your Infor ERP system, then Crossroads RMC is here to help. With over 35 years of industry experience, we can ensure a successful upgrade that meets your expectations in terms of results, timeline, and budget.

Our expert consultants can offer the following services:

  1. Custom Component Review: We'll assess your custom components to identify and eliminate any that are no longer necessary.

  2. Benefits Analysis: We'll provide a detailed analysis of the specific benefits your company can achieve by upgrading to the latest version.

  3. User Training: Our team will train your users on the latest functionality to maximize the benefits of the upgrade.

  4. Ongoing Support: While the project team focuses on the upgrade, we'll provide support to your users on the old version to minimize disruptions.

  5. Project Management: We'll handle the entire upgrade project from start to finish, ensuring a smooth transition.

  6. Resource Augmentation: We can supplement your existing project team with 1-2 key resources to enhance expertise.

  7. Integration Development: We can develop integrations with third-party systems that are essential for your business when upgrading.

Infor LN & Baan Tip: Why was the session "General Ledger Diagnostics Workbench" built?

Kathy Barthelt 0 13045 Article rating: 5.0

Any problem noticed and solved before the period closing will reduce the time and pressure during the actual period close itself. So, the General Ledger Administrator can be assisted in his/her daily tasks by viewing and addressing any issues via the "General Ledger Diagnostics Workbench" (tfgld1590m000) session.

The general ledger administrator needs to complete the following tasks during a given fiscal period:

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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

Infor LN & Baan Tip: 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 impact the related outbound advice, shipments, or shipment lines.

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

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed: Changes made to the originating order are updated to the outbound order line. Related outbound advice and picking lists, if present, are deleted.
  • Not Allowed: A message is displayed, and input is blocked when trying to change the originating order line.

Canceling Outbound Order Lines

  • 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, related outbound advice and picking lists are also deleted.
    • Outbound order lines originating from manual order origins cannot be deleted when canceled.
  • Not Allowed: You cannot cancel the originating order line or the outbound order line. A message is displayed when attempting to cancel the originating order line.

Processing Canceled Outbound Order Lines

  • To process an outbound order line 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.
  • When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0.
  • A transfer order can be created to return the not-shipped goods to inventory.

Preventing Shipment When Canceling is Not Allowed

  • Complete the outbound and shipment procedures to prevent goods from being shipped.
  • When confirming the shipment line, set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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Kathy Barthelt

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