Please Wait a Moment
X

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

Is it time to get more out of your ERP?

Crossroads RMC 0 9927 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?

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

George Moroses 0 13310 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...

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

LIFE HACKS

Kathy Barthelt 0 16351 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: ...

An ERP System Review is NOT a Report Card

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

Kathy Barthelt 0 23189 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:

Infor LN & Baan Finance Tip: Unallocated Payment

Kathy Barthelt 0 26428 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...

RSS
First1213141517192021Last

Theme picker

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.

12345678910Last

Theme picker

Tips: LN | Baan

Infor LN & Baan: BIG DATA - Keeping Track of Key Metrics

In order to communicate effectively as a team, everyone needs to speak the same language and operate off the same playbook. If decisions are made based on the data or the view of data that individuals are maintaining through their own spreadsheets or other data silos, then communication is negatively impacted.

Manufacturers need to review large amounts of data every day, making it difficult to keep track of key metrics within your department.

That’s where Crossroads RMC’s Analytics Dashboard solution comes in. Our Analytics Dashboard was developed to make tasks easier by putting all of the key information in one convenient location so you can view all of your crucial data in real-time.
 

With powerful dashboards, you can:

  • Create pie charts, graphs, interactive maps, and more with just a few clicks.
  • Build a dashboard once and make it instantly available on any device.
  • Tell a story with your data with your own custom layouts, colors, and commentary—all with no coding.
  • Confidently provide reports with real-time data updates.
  • Access your dashboards from anywhere–computer, tablet, or phone.

Check out the sample of our dashboards by department below. Then, to get started, request a demo for a complete walkthrough of our Analytics Dashboard.
 

Manufacturing

OEE, time usage, downtime, quantities, cycle times, and more...

Enlarge Production Summary Dashboard Enlarge Work Center Job Step Status
Production Summary Dashboard Machine / Labor Performance Dashboard Work Center Job Step Status Dashboard



Finance

Revenue, income, working capital, assets, and more...

Enlarge Accounts Receivable Dashboard
Accounts Receivable
Summary Dashboard
Accounts Receivable
Dashboard
Enterprise Accounting
Dashboard


Materials

Planning, sourcing, procuring, transporting, storing, controlling materials, and more...

Enlarge Inventory Dashboard Enlarge Sales History Dashboard
Inventory Dashboard Purchasing Dashboard Sales History Dashboard

Learn more>
 

Contact us or Request a demo to Get Started.

Previous Article Infor LN & Baan Tip: How to deal with data growth of your ERP system…
Next Article Infor LN & Baan Tip: Backflushing of Materials & Hours
Print
23451 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Theme picker

Contact author

x

Categories