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Infor LX & BPCS Tip: Customer Type

George Moroses 0 18831 Article rating: 5.0

Display Customer Type on Order Header Panel – 8.4. Enhancement

This enhancement displays the Customer Type on the Order Header – Billing panel. The Customer Type can be a pricing or promotion qualifier and may convey other important information about the ordering customer during the Order Entry process.

Programs or areas impacted include:

  • Order Header – Billing (ORD700D9)
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Infor LX & BPCS: Explore IDF Programs Infor LX & BPCS: Explore IDF Programs

Infor LX & BPCS: Explore IDF Programs

George Moroses 0 20595 Article rating: 5.0

IDF (Infor Development Framework) configures your view of the application data without modifying the core application and its supportability. In version 8.3.4 and higher, IDF programs provide the replacement for most of the 300 series inquiry programs. Starting with version 8.4, Infor has added 100 series maintenance programs such as Item Master, Vendor Master, and Customer Master. With IDF, navigation drill-downs are far superior to any green-screen presentation of the data.

Included with IDF are several interfaces including:...

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Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers? Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Kathy Barthelt 0 18017 Article rating: 5.0

Do you have specific things that need to be included on your shipping labels for a given item/product line?

According to a study just released, in 2021 the growth of the Industrial Barcode Label Printer Market will have significant change from the previous year. Over the next five years, the Industrial Barcode Label Printer Market will register a magnificent spike in CAGR in terms of revenue. In this study, 2020 has been considered as the base year and 2021 to 2026 as the forecast period to estimate the market size for Industrial Barcode Label Printer.

Crossroads RMC's RMClabel software prints customer-specific, item-specific labels automatically. No one needs to decide which label to print… everything is set up ahead of time and no operator intervention is required.

Run as stand-alone, attached to an Infor LN or Baan session, or attached to Web Collect, our data collection application, to streamline your processes even further.

For more information please contact Kathy Barthelt or 1.630.955.1310 x113

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Infor LN & Baan Tip: Save Space in General Ledger Infor LN & Baan Tip: Save Space in General Ledger

Infor LN & Baan Tip: Save Space in General Ledger

Kathy Barthelt 0 24053 Article rating: 5.0

One way to save space in your general ledger is to compress integration transactions. The transactions are combined into one ledger account number, and the detail is still available in the integration transactions sessions.

The compression is seen after the transactions are finalized. 

Compression is established in the mapping scheme by checking the box under the columns “Compression of Debit/Credit Transactions. This can only be done in a mapping scheme that is not activated. 

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Infor LX & BPCS Tips: Purchase Order Print Security Validation

George Moroses 0 20499 Article rating: 5.0

This enhancement allows users to restrict access to purchase order print programs, providing additional security at the company and warehouse levels.

The purchase order print programs were updated to provide security validation for the user who selects the purchase orders to print. The security validation is controlled by the PO Print Security Validation flag on the Purchasing System Parameters screen, PUR820D-04.

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Infor LX & BPCS Tip: Customer Tax Exempt Declarations, SYS160D1

George Moroses 0 18188 Article rating: 5.0

The Customer Tax Exemption Maintenance program, SYS160, allows you to specify customer declarations used by the Customer Order Entry (ORD) and Billing (BIL) applications to apply a tax rate code to specific order lines of an invoice.

With this program, Infor LX can invoice customers without value-added tax (VAT) if one of the following conditions occurs:

  • The cumulated...
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Infor LN & Baan Tip: Important Porting Set Announcement (all versions of LN & Baan)

Kathy Barthelt 0 26897 Article rating: 5.0

There has been a recent porting set change due to Infor’s Product Life Cycle Policy.  

How to determine the maintenance stage of an Infor LN product version and release

Before a customer starts deploying Porting Set 9.4a or a later release, they must determine the actual maintenance stage of their Baan / Infor LN product. The definition of the maintenance stages for the product versions and releases of all versions of Baan and Infor LN are outlined in the Product Support schedule as published in the PLC policy. The maintenance stage of the ERP version is either “Mainstream Maintenance”, “Extended Maintenance” or “Sustaining Maintenance”.

How to manage Porting Set updates

The following conditions apply to customers who intend to upgrade to Porting Set 9.4a or later Porting Set releases:

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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

Don't laugh - the average lifespan of an ERP system is 7-10 years
Crossroads RMC
/ Categories: Infor LX & BPCS Tips, Infor LN & Baan Tips, Because I Care, Services News, Upgrade & Implementation, Integrations & Enhancements, Infor ERP Utilization Review, ERP Utilization Review & Process Improvement Consulting, Support, Training & Workshops, Consulting, Department, Finance, Manufacturing, Operations, Technology

Don't laugh - the average lifespan of an ERP system is 7-10 years

Don’t laugh! I know, I know…many of our customers say that after 7-10 years they are finally settling in after the implementation! We have seen many a customer stretch out the lifespan of their ERP system to 20+ years. That sounds great for the company’s bank account, but is it good for the business?

An outdated ERP system hurts your business in many ways, not just with slow performance. The best-of-breed functionality is now 2 decades old, and obsolete technology can't leverage newer technology. Lack of integration leads to siloed data that hurts communication and your internal teams feel the pain, and your customers are noticing. Poor visibility into your operations makes it nearly impossible to achieve industry-based regulatory compliance and meet financial auditing requirements. Not to mention the sheer size of Big Data that is being collected today vs. 2 decades ago or the fact that your vendor is no longer supporting your ERP version.

Let’s scrap it all and start over!

Is it that black and white though? There is an ocean between “do nothing” and “replace everything”. Taking incremental steps can give your organization a tremendous amount of benefit without the tremendous price tag that often goes with ERP replacement, but you need to be willing to take the first step. Maybe there is a manufacturing ERP add-on that you know would provide tremendous benefit and improve overall efficiency, or a web portal that you log in to that allows you to communicate with your suppliers, but it has no tie to your purchase orders, or maybe your team would benefit from a review of industry best practices and how that compares to how your ERP system is currently being used. Or at the very least you need to know if your ERP system is still meeting the organization’s needs.

“Success will never be a big step in the future. Success is a small step taken just now.” – Jonatan Martensson

Crossroads RMC specializes in helping manufacturers maximize the benefit of “the small step”.  Not sure how Crossroads RMC can optimize your business?

Our Infor ERP Services can optimize your business with the following initiatives and many more:

Infor LX (ERP LX) Services>
Infor LN (ERP LN) Services>
BPCS Services>
Baan Services>

It's time to take the first step today!
800-762-2077  |  solutions@crossroadsrmc.com

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