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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

By 2026, 75% of organizations will base their digital transformation model on the CLOUD!

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Gartner forecasts that by 2026, 75% of organizations will anchor their digital transformation strategies in cloud computing.

Public cloud investment is expected to hit $724 billion by 2024, highlighting the sector's rapid expansion. Yet, selecting the appropriate infrastructure is critical, necessitating carefully evaluating various factors.

A detailed TechTarget article examines the advantages and disadvantages of on-premise and cloud solutions...

6 Ways Disconnected Data is Harming Your Business

Yikes!

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Disconnected data – What is it?

no​ The spreadsheet that your warehouse manager has off to the side to track his inventory levels and expected shipments from your key suppliers.

no The email orders from your dealer portal waiting to be manually keyed into your ERP. 

Disconnected data is a set of information stored separately from the main system that is used to run your business (your ERP system). The data is valuable and lack of visibility to that data creates problems throughout the organization. Far more than you realize.

A 2023 study by enterprise automation provider Snaplogic and Vanson Bourne researchers showed the following:

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

Unlocking Success Infor LX/BPCS & Infor LN and Baan

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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

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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

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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 9990 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:

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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

Check-Ups are important… Including Infor LN & Baan ERP Check-Ups!

What would you say to someone if they never went to a doctor for a check-up, or never took their car in for regular maintenance, like an oil change?

You might say that they were asking for problems, right? The point of those check-ups is to catch a problem early, or better yet before it occurs. Going for check-ups gives you the peace of mind that things are running well and if an issue is identified early enough you can reduce overall risk. Regular check-ups can help reduce out-of-pocket expenses over time.

What about Finance, Manufacturing, Supply Chain, and Company-wide Check-Ups for your Infor ERP system? What will happen if you NEVER hit pause?

Here are some questions by department to consider.

Finance:

  • Do I have the right visibility into our ERP data to be able to do proper financial planning, forecasting, and reporting?
  • Can I reduce the amount of time it takes to do a monthly close?
  • Is my ERP system covering all of my tax compliance requirements?
  • Are we losing money because we can’t track our costs accurately?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?


Manufacturing:

  • Is there a way to gain better real-time visibility into my operations?
  • Can we increase OEE?
  • Are we accurately capturing our time and labor on the shop floor?
  • Are we properly planning to maximize our production efficiency?
  • Do we understand why we do what we do?
  • Can we automate some of our processes to become more efficient?


Materials:

  • Do we have full visibility into our supply chain?
  • Is planning negatively impacted because of how we communicate with our suppliers?
  • Are we managing our inventory properly?
  • Are we able to fully analyze our sales in order to maximize profitability?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?


Company-wide:

  • How does data flow from one department to another?
  • Are we relying on outdated processes and procedures?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?
  • Are we making bad business decisions because one department doesn’t have access to real-time data or data from another department?
  • Are we losing money because we can’t track our costs accurately?
     

Whether your Infor ERP investment was made one year ago or twenty, your business deserves the opportunity to maximize the investment that was made.

Crossroads RMC offers a variety of Infor ERP Utilization Reviews to allow companies to achieve a greater return on their Infor ERP investment, maximize efficiency and improve overall employee satisfaction.

Utilization Review for Infor LN (ERP LN)
Utilization Review for Baan

Learn more about our Types of Utilization Reviews for Infor LN (ERP LN) & Baan.

  • Automotive Exchange / ION Utilization Review
  • Technical Systems Utilization Review
  • MRP Utilization Review
  • Supply Chain Utilization Review
  • Financial Utilization Review
  • Manufacturing Application Utilization Review
     

Visit our Utilization Review FAQ section for Infor LN (ERP LN) & Baan.


Request a free phone assessment

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Kathy Barthelt

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