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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

Crossroads RMC Welcomes Robert Brown!

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Crossroads RMC Welcomes Robert Brown, as a Sr. Business Consultant!
Bob brings 30+ years of shop floor and project management skills to Crossroad RMC. He is a self-starter that has progressively mastered the Manufacturing, Supply Chain, and Finance modules within Infor LX. Bob will get started with EDI/ECM set up for new trading partners and within the Supply Chain ranks. Bob is a great addition to the Crossroads RMC team, and we look forward to his leadership expertise on implementations and upgrades in the near future.

You can benefit from a business process review only if...

Infor LX | BPCS | Infor LN | Baan

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Did you implement your ERP system 5 years ago… or maybe 20 years ago? At the time, it was like a brand new car… sleek, fast, top-of-the-line, and fuel-efficient. And although it may have needed a few minor “adjustments”, overall you were very pleased. Fast forward to today. Does it still have that new car smell? Does it run as efficiently as it used to? Do you know how to fix a problem when it occurs?

While ERP systems are certainly designed to last, over time, your business changes, your customers’ needs change, employees change and you are left with a system that may run “fine”, but you certainly don’t feel the same way about it as you did when it was brand new.

So the good news is that you CAN restore that “new car smell” with a utilization review, or business process review.

What is a Utilization or Business Process Review and Why Do I Need One?
Simply put, a business process review is an...

Dashboards vs. Reports ā€“ What do they offer and which do I need?

Crossroads RMC 0 23456 Article rating: 5.0

Companies are collecting oceans of data, and struggle with transforming it into usable information. Most businesses focus on two methods of sharing data - the report and the dashboard. While these two terms mean many things to many people, it is important to understand what these terms mean and how the report and dashboard have similar features but they are not the same thing.  

What is a Report?

A report is meant to be used to gather detailed intelligence on the operations within an organization, thus a report can be either very broadly covering a wide scope of related information, or narrowly focusing on details of a single item, purpose, or event. All of this information, while presented in a report, is meant to be a snapshot in time.

Quite often, a report is built within the ERP system itself and often is constrained by the graphical and user limitations within the ERP. More often than not, large amounts of data are exported to Excel where added features allow for better manipulation of the data to a format that is digestible by users. Regardless, the data is only valid for that moment and time.

What is a Dashboard?

A dashboard is a graphical interface that provides at-a-glance views revolving around answering a central question. For example, an executive may ask you for up-to-the-minute details on "how the business is doing?". The answer to that question is as complex as the organizational structure of the company, but it is probably very simply measured with approximately 10 metrics. Those 10 metrics can likely be analyzed in chart form, and can and should be combined into one chart when the numbers are relatable or are on a similar scale. All these things should be considered when building a dashboard.

Dashboards, similar to the one in your vehicle, display critical data. Imagine driving down the road and having to push a bunch of buttons to find out how much fuel you have left, or having to pull over and pop the hood to check the oil pressure. It would be dangerous and a waste of your precious time. Your car's control panel or dashboard displays the most crucial information in an easy-to-use, graphical way.

How do Dashboards and Reports differ?

Infor Customer Meeting: LX, XA, and System21 All-Hands Call

Live Webinar for all Users - Wednesday, April 20 2022

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Infor Customer Meeting: 
Live Webinar for all Users

Wednesday, April 20
11:30am - 12:00pm EST

Please join Infor leadership, who will discuss the exciting future strategy for our LX, XA, and System21 customers in the Americas. In this session, we will cover our stated direction, product future, and how this will positively impact your business.  Additionally, we will discuss the driving forces behind these changes and how our study group of customers has been reacting.  Whether you are a long-time customer or a relatively new customer of Infor’s, we welcome you to join this brief update of the future of your ERP solution and introduce you to the Infor team that will service and support your organization.

Our GM of the Americas, Bill Vellante, and VP of the Americas, Jay Allison will host this 30-minute session.

RSVP now

Join Event

Infor ERP Tip: Top 5 Ways Modern Analytics Reduces Spreadsheet Risk & Inefficiency

Infor LX | BPCS | Infor LN | Baan

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Spreadsheets are often the tool of choice for many organizations to store and arrange information for financial planning, analytics, compliance, and more. Ironically, for many business processes that involve managing data, it creates the exact opposite effect––silos of information and inefficiency. And because it stores organizational data in a readily sharable way, there is a high risk of exposing confidential information.

Read this Infor best practice guide to discover the top five business processes that a modern data and analytics architecture can automate and deliver far more value than spreadsheet-driven techniques.

Infor Best Practice Guide: 5 Ways Modern Analytics Reduces Spreadsheet Risk and Inefficiency

Infor LN & Baan Tip: Cost Component Setup

Kathy Barthelt 0 20196 Article rating: 5.0

To break down an item’s standard cost, sales price, or valuation price, use cost components. With cost components, you can compare estimated and actual costs, calculate production variances, and analyze costs in Standard Cost Calculation.

If cost components are set up in a detailed way, detailed records...

Manual Processes Are Killing Your Productivity

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 17147 Article rating: 5.0

Nearly 70% of workers say that the biggest opportunity of automation lies in reducing time wasted on repetitive work.

Which repetitive tasks would workers most like to see automated? A recent study by McKinsey Global Institute found that there are three productivity killers that workers are eager to automate:

  1. Data Collection: Eliminate human error and manual data entry by automatically collecting, uploading, or syncing data into a system of record (55%).
  2. Approvals: Become more efficient by automating approvals, sign-offs, and confirmation requests (36%).
  3. Updates: Reduce wasted time by automatically requesting status updates and other information (32%).

Workers believe that automating these tasks will reduce wasted time (69%), eliminate human error (66%) and recover hours lost to manual, repetitive tasks that could be automated (59%).

Too expensive you say? Too big of an effort to make it happen?  Not necessarily...

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Tips:  LX | BPCS | M3

Previously, Material Requirements Planning (MRP) preferred practices meant that the component's due date was the same as the parent's shop order release date. Because MRP trends have changed, the preference for this due date is the day before the release date of the parent. Although Infor LX already has this functionality in Shop Order Maintenance programs (SFC500), users could not change how due dates were determined for lower-level shop orders in Multi-Level Shop Order Release, SFC530D.

This enhancement provides an additional parameter for Multi-Level Shop Order Release. This parameter allows the user to change how the due date of the child components is determined. The Multi-Level Shop Order Release, SFC5302, has a new parameter for shop orders. The Due Date of Children = Release Date of Prent (Due Date of Children) field allows the user to set the due date determined for multi-level shop orders.

This feature uses different exchange rates in the user's inventory processes by using new macros in Post Inventory to G/L, INV920D. INV920 used macros limited by the Override Exchange Rate parameter set on the book in Book Definition, CEA105D3. If the Override Exchange rate parameter is set to No, the macro uses the Rate Type of the Book. If the Override Exchange parameter is set to Yes, the macro uses the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Warehouse Company, Order Company, or the Book regardless of the Override Exchange Rate parameter in the Book.

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Tips: LN | Baan

Is Your Infor ERP System the Elephant in the Room?

The Infor ERP Elephant in the Room That Must Be Addressed

In a recent survey of Infor ERP customers, we discovered that 50% of respondents said that they did not know whether or not their ERP system had the features and functionality required for their business.  50%....1 out of every 2……not good.

Why is this the case? Well, the causes can be traced back to one of the following reasons:

  • A key-person has retired or left the company and their knowledge left with them.
  • Systems were implemented based on how the previous system worked.
  • Upgrades and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. All the new features and functionality weren't researched so they are unknown and no one could be trained on them.


You may say “So what? Who cares if our team doesn’t know what else is available, or how the rest of the ERP system functions? Does it really matter?” It matters more than you think.

If you rely on an Infor ERP system to get your job done, you need to not only know what sessions to run, what fields are required, and what reports provide results, you also need to understand how the transactions impact the rest of the system. Without that understanding, you are inadvertently creating a departmental silo which can have a negative impact on the performance of the ERP for the rest of the company. 

Not knowing the functionality of the ERP results in limited use of the system as a whole. In my 25 years working with ERP systems, I have seen many cases where a company becomes frustrated with the limitations of the system only to discover that they were only utilizing 10-20% of the ERP system's capabilities. The system didn’t impose the limitation…it was the use of the system, or shall I say the lack of it, that was the culprit.

To be competitive in today’s economy, an ERP system should be able to move in lockstep with a business as its needs change. In order for this to happen, the entire company needs to be willing to change too. Part of this change involves taking advantage of the best practices that are built into the Infor ERP system. If you're not sure how to do that - you are not alone! Fully understanding your Infor ERP requires a team of capable users in each key department of your organization to marry the capabilities of the ERP system with your business objectives. Sounds complicated? Well, it doesn't stop there. Your team of capable users needs to communicate between the key departments to make sure one department's procedures don't handicap any other department. Once this level of understanding and communication is established, decisions can be made to take advantage of the most effective way to minimize costs, increase efficiency, improve quality and deliver the highest level of customer service possible…everything you invested in the Infor ERP system for in the first place, is now unleashed.

Not sure where to start? Crossroads RMC's consultants have this exact expertise and the skills to get you through tough times. Our expertise comes from years of experience, and best practices to evaluate your business processes and identify areas where improvement is needed. Whether you need to increase the return on your ERP investment or have no idea what to do next, our comprehensive ROI business case, cost estimates, benefits, and a plan of action will supply you with the information you need to add value to your business.

Request a free phone consultation>  or contact us to learn how to get started> solutions@crossroadsrmc.com  |  800.762.2077

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