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BPCS/LX Tip of the Week: What Should I Consider When Analyzing my Sales?

Anthony Etzel 0 26821 Article rating: No rating

From a recent article published by M4B Marketing:

When analyzing your sales performance consider the following: 

  • Pricing changes eg. price increases or discounting
  • Competitors – competitors entering or exiting the market
  • New product or service launch growing sales
  • New product or service cannibalizing existing product or service sales
  • Customers moving between products or services
  • Changes in customer demand eg. increasing or decreasing
  • The segments and distribution channels you operate in
 
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Baan/LN Tip of the Week: What Should I Consider When Analyzing My Sales?

Kathy Barthelt 0 38598 Article rating: No rating

From a recent article published by M4B Marketing:

When analyzing your sales performance consider the following: 

  • Pricing changes eg. price increases or discounting
  • Competitors – competitors entering or exiting the market
  • New product or service launch growing sales
  • New product or service cannibalizing existing product or service sales
  • Customers moving between products or services
  • Changes in customer demand eg. increasing or decreasing
  • The segments and distribution channels you operate in
Read more

Crossroads MES – The Shining Star of Hoffmaster’s Move to LX

Anthony Etzel 0 31344 Article rating: No rating

When Hoffmaster finally flipped the switch on its ERP migration at the end of February, the IT director was nervous. Not only was the paper-goods supplier consolidating a manufacturing site on Infor ERP LX, but it was also replacing an old shop floor reporting system with a new one from Crossroads RMC. There was a lot that could go wrong for the IBM i shop.

"When we weighed all of our products, Crossroads RMC pretty much convinced us their product was plug and play and their integration back to LX was solid as a rock, and they were right..." the IT director says.

Click Here to Learn about Hoffmaster’s move to Infor LX and their implementation of the Crossroads MES solution.

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Tip of the Week: Operational Inefficiencies

Anthony Etzel 0 33558 Article rating: No rating
Two big sources of inefficiencies in manufacturing are paper and spreadsheets. I know that you love ‘em, but they are the cause of more problems than you probably realize. Think of how long it takes you to get paper-based data into the hands of those who can do something valuable with the data.
 
  • Is the information captured correctly?
  • Can everyone access the information?
  • Is this an accurate representation of what’s going on across all operations?

Make your shop floor paperless and put systems in place that talk to one another and automatically pull and push data to and from your ERP so that you can look in one place for all the information you need to run your business effectively.

If you’re not doing this today, you might as well be burning money.
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Baan/LN Tip of the Week: Operational Inefficiencies

Kathy Barthelt 0 42400 Article rating: No rating
Two big sources of inefficiencies in manufacturing are paper and spreadsheets. I know that you love ‘em, but they are the cause of more problems than you probably realize. Think of how long it takes you to get paper based data into the hands of those who can do something valuable with the data.
 
  • Is the information captured correctly?
  • Can everyone access the information?
  • Is this an accurate representation of what’s going on across all operations?

Make your shop floor paperless and put systems in place that talk to one another and automatically pull and push data to and from your ERP so that you can look in one place for all the information you need to run your business effectively.

If you’re not doing this today, you might as well be burning money.
 
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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.

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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 ERP Utilization Review, Finance, Manufacturing, Operations, Technology

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.


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Kathy Barthelt

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