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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

Collaborate IN-PERSON With Infor LN Users

LN North America User Group - Face-to-Face 2022 (lnnaug.org)

Kathy Barthelt 0 18448 Article rating: 5.0

Exciting News - LN North America User Group Annual Meeting is Face-to-Face in 2022! (lnnaug.org)

Crossroads RMC is proud to sponsor the LN North American User Group Annual Meeting on April 19 & 20, 2022 in Columbus, Ohio.

Are you ready to collaborate IN PERSON with other Infor LN (ERP LN) customers? Would you like a chance to speak to Infor team members in Product Development, Product Management, and Software Development?

Then this FREE event is for you! 2 Full Days of learning sessions, customer stories, discussion groups, and networking. Join us!

To Register →

Infor LN & Baan Tip: Project Status Options

Kathy Barthelt 0 19632 Article rating: 5.0

Ever wonder what the implications are of choosing one project status versus another?

Here is the explanation of project status possible values:

Free
You can carry out project engineering. This means that you can:

  • Define the project master schedule (PMS) by using the Project Control module.
  • Maintain the project structure.
  • Maintain the customized product structure by using customized bills of material and routing sheets.
  • Carry out project estimating.

Simulated
You simulate the rough capacity requirements planning...

Infor LX & BPCS Tip: How Items Are Selected for a Cycle Count

George Moroses 0 15028 Article rating: 5.0

The Cycle Counting Sub-System Within Inventory Management

The system uses the following information as the basis for cycle counting selection:

  • Cycle Counts/Year: The system calculates the time between cycle counts based on your entry in this Item Master file field for each item (optional).
  • Last Cycle Count Date: This date is in the Location Inventory file, ILI, if you use locations, or in the Warehouse Inventory file, IWI, if you don't.

The system adds the time between cycle counts (calculated as described above) to this date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it is greater than today's date, the item is not selected, it is not due yet for cycle counting.

There is another special condition that causes an item to be selected for cycle counting. If the ILI/IWI record of the item has a Y in the Cycle Flag field, the item is selected automatically. This flag indicates that the item's on-hand balance has gone to a negative value sometime since the last cycle count. That applies even if the value is not negative at selection time. The programs that can set this field are INV500D, INV510, and BIL540.

You can also limit the items selected for counting by specifying limits of the item numbers or warehouses to be searched.

Mitigating Risk With Your Infor ERP

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 18469 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 19526 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 17672 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 17630 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 19522 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!...

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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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Financial Year End – Have you done all you need to do?

I'm reposting this checklist for things to consider in order to finish out the current year, and plan for next year…

  • Are your accounting records up to date so you can make a projection of how the current year will turn out?
  • Are all account reconciliations up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year-end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

Optimize Your Manufacturing Today!

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Kathy Barthelt

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