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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

Mitigating Risk With Your Infor ERP

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 18450 Article rating: 5.0

MARCH… "in like a lion and out like a lamb"

Problems = Risk

Boy, it sure seems like we’ve seen our fair share of March “LIONS” over the past few years, wouldn’t you agree? Those lions have manifested mostly as external global problems outside of the control of any given person or manufacturing operation. As we know, problems = risk.

So, how do businesses respond to risk, specifically when it comes to their ERP system? We all deal with risks in our jobs every day. It is our response to the risk that makes all the difference. Creating short-term, midterm, and long-term response strategies ensure that a company can not only handle a fast-changing situation or emergency but also make the investments needed to seize opportunities and become more resilient.

To create these response strategies, manufacturers should examine:

  • How did we get here?
  • Where are we now?
  • Where are we headed?
  • What to do about it?

In order to really dig into each of these areas, our customers have successfully partnered with us to review a particular part of their business that they feel is at risk and sometimes have asked us to review everything…soup to nuts. This review is done through an ERP Utilization Review. In this review, we can dig into such things as...

Infor LN & Baan Tip: LN Order Management - Generating Purchase Receipts

Kathy Barthelt 0 19509 Article rating: 5.0

The purpose of the option to "Generate" is to insert purchase order lines automatically into the purchase receipt. As part of the automatic process, all receipt lines are also automatically confirmed. The option should be used when large orders are received.   

If necessary, received quantities that are not correct can be adjusted through session Correct Purchase Receipt (tdpur4106s100).

Alternative: From the purchase order lines menu the option...

Infor LX & BPCS Tip: What is System i Workspace AnyWhere?

George Moroses 0 17640 Article rating: 5.0

Infor System i Workspace AnyWhere is a user interface for launching Infor ERP and IBM i application tasks through a web browser. It provides an intuitive way for users to navigate through the System Manager Menu structure and to launch tasks that can display screens either using a graphical or an emulator look and feel.

Learn more> System i Workspace AnyWhere Product Guide

Manufacturing vs. Operations vs. Finance: Who WINS?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 17614 Article rating: 5.0

Manufacturing Goals: develop high-quality products and services in response to the demands of the market, improve efficiency and maximize capacity utilization.

Operations Goals: utilize resources, labor, material, and equipment effectively in order to match supply and demand.

Finance Goals: analyze revenue growth opportunities, control costs, and maximize profitability.

So, who WINS?

3+ Reasons to Invest in Automated Tax Compliance with Crossroads RMC & Avalara

Crossroads RMC 0 19513 Article rating: 5.0

Without automation, your tax professionals are buried in endless tasks that should be offloaded. Every hour spent on tax management is an hour lost on other, more important, parts of your business. Then, of course, there is the audit risk, UGH!

Crossroads RMC and Avalara provide seamless integrations to Infor LN (ERP LN), Baan, Infor LX (ERP LX), and BPCS.

Want to learn how automating tax compliance can benefit your company? Click on each success story below to find out how a partnership between your organization, Avalara, and Crossroads RMC can be a HUGE WIN for your business!...

Infor ERP Tip of the Week: 5 Steps to Managing Sales Tax

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 30345 Article rating: 5.0

The world of sales tax is constantly changing and can be extremely confusing, but getting it right is crucial to your company’s success. As your business evolves, your sales tax obligations may also change. Through it all, there are typically five steps involved in maintaining sales tax compliance. Review the steps below to understand your complete sales tax picture.

Step 1: Know where your business must collect...

Infor LN & Baan Tip: Defining “Unavailability” in Infor LN

Kathy Barthelt 0 19060 Article rating: 5.0

This topic describes the definition of temporary unavailability for resources in a calendar.

Use one of the following sessions:

  • Recurring unavailability
    For recurring unavailability, such as national holidays, define the recurrence in the Recurrences (tcccp0143m000) session. Add that recurrence to the applicable calendar and...

“Sorry, boss. We can’t help you move the business forward.”

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 14724 Article rating: 5.0

Imagine saying that to your boss, or the president of your company. What would their response be? Do you think they would say, “It’s ok, we can wait to save a ton of money and move us ahead of the competition... No problem... let me know when you have time to work on it.”  Pretty unlikely. Instead, they will want you to...

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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

The Far-Reaching Impact of Disconnected Data: From Operations to the Executive Suite

The Impact of Disconnected Data Across Your Organization

Operations Impact:

  • The warehouse manager’s spreadsheet tracking inventory levels and supplier shipments is disconnected from your ERP.
  • Dealer Portal Email orders need to be manually entered into the system.

Finance Impact:

  • Budgeting data is maintained in isolated spreadsheets, unlinked to quotes or sales figures in your ERP.
  • Open purchase orders and invoices need manual matching and approval, creating inefficiencies.

Technology Impact:

  • A large number of reports must be generated outside the ERP for teams to stay "up to date."
  • Valuable time is spent exporting ERP data for analysis in external data cubes.

Executive Impact:

  • Compiling an accurate picture of inventory and financial health is a struggle when data comes from multiple sources.
  • Lack of visibility to inventory shortages results in losing customers due to stockouts or delays.

Disconnected data refers to information stored separately from your main business system, such as your ERP. While this data holds value, the lack of integration creates challenges across your entire organization—often more than expected.

A 2023 study by Snaplogic and Vanson Bourne highlighted the consequences:

  • 25% of respondents believe disconnected data slows product and service development, putting them behind competitors.
  • 61% report project delays due to slow data integration.
  • 90% of business users are stuck with repetitive, tedious tasks.
  • Employees spend an average of 32 minutes a day moving data between systems, equivalent to 19 workdays per year.

At Crossroads RMC, we specialize in integrating disconnected data. Our consultants, with decades of experience, help you connect your systems to provide real-time updates to and from your ERP. This eliminates redundant data entry, enhances efficiency, and delivers a comprehensive view of your data, empowering better decision-making.

Crossroads RMC Integration Services Include:

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Kathy Barthelt

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