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Is it time to get more out of your ERP?

Crossroads RMC 0 9862 Article rating: 5.0

As crazy as it sounds, we’re about to enter the 2nd half of 2023. How are you doing on your 2023 goals? Planning for 2024 projects?
Maybe it's time to get more out of your Infor ERP system.

OFF SUPPORT AND MAINTENANCE WITH INFOR AND FEEL STUCK?

⇒⇒ TIME TO UPGRADE?

⇒⇒ NOT UPGRADING?

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Infor LX & BPCS Tip: Support for IBM i 7.3 and Infor LX Products

George Moroses 0 13240 Article rating: 5.0

On September 30, 2022, IBM® announced the end of support of IBM i operating system 7.3 effective September 30, 2023. In line with IBM’s support policy, Infor will no longer support LX and related products on IBM i 7.3 after May 31, 2024. All Infor LX releases, patches, and related solutions are...

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Have You Heard About the Latest & Greatest Way to BOOST Productivity?

LIFE HACKS

Kathy Barthelt 0 16285 Article rating: 5.0

In a world of life hacks and constantly changing routines, we could all use help boosting productivity.

With Crossroads RMC support services, boosting your productivity just got 10x easier! Boost the productivity of your entire team by adding just ONE team member that you only pay when you need them. And the best part is that they are waiting for your call right now and every hour of every day, even on weekends and holidays.

Check out Crossroads RMC's Support Services Designed YOUR Way: ...

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An ERP System Review is NOT a Report Card

It's a no-judgment-review - we promise!

Kathy Barthelt 0 23030 Article rating: 5.0

report card C minusWe all remember our school days and the nervousness that we felt when it came time to get our grades. Even if we were doing well, we were still nervous. Sometimes we experienced that same nervousness when it came time for a performance review in our job. Nervousness…sometimes dread…knowing that our performance maybe was not what we wanted it to be, or others expected it to be. 

Somehow I think the feelings that we felt in our past often find ways to creep into our present. I have seen this recently when I suggested an ERP system review to one of our customers. They immediately became flustered and thought about every possible problem that they knew existed within the software and how they were currently using it.

An ERP system review or more specifically a Utilization Review is NOT a personal report card, or performance review showing how well a particular individual does his/hers/their job, nor is it an attack on the team that implemented the software. 

An ERP Utilization Review will:

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Infor LN & Baan Finance Tip: Unallocated Payment

Kathy Barthelt 0 26356 Article rating: 5.0

How do I assign an unallocated payment to a purchase invoice when the document dates are not the same?

When trying to assign an unallocated payment, it is possible that the purchase invoice is not displayed in session Assign Unallocated / Advance Payments to Invoices (tfcmg2106s000), even though it is showing in the open entries. This can happen when the document date of the unallocated payment lies before the document date of the purchase invoice you want to assign it to. There are 2 ways to handle this...

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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.


Request a free phone assessment

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Kathy Barthelt

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