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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

Are You Running Your IT Department, or is IT Running You?

Crossroads RMC 0 21388 Article rating: 5.0

It's hard to efficiently manage your ERP system and support the users who rely on it every day when you are spending all your time running your manufacturing business. We get it and want you to know you are not alone. 

Are you able to answer any of these questions?

  1. How much available disk space is there on my ERP system box?
  2. What happens when users encounter an error in the ERP system?
  3. How are new employees being brought up to speed on ERP functionality?
  4. What needs to be done to ensure optimal performance of our ERP system?

If you don’t know all the answers that's because it's not easy to be the ERP guru of a company AND successfully stay on top of everything that is necessary to keep your business systems running efficiently and effectively. So, this begs the question…why do it? ....

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

Crossroads RMC 0 27191 Article rating: 5.0

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An outdated ERP system hurts your business in many ways, not just with slow performance.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!...

Infor LN & Baan Tip: Purchase Order Text

Kathy Barthelt 0 23575 Article rating: 5.0

Is the text linked to the purchase order just an information field? Could it be used for another purpose?

The text editor is just an information field when linked to the purchase order line and there is no other logic behind this functionality. The line text or the header text could be a part of the printed document. When you add text to a purchase order line you are creating a unique code that links the purchase order line (Baan - tdpur041/ LN - tdpur401) to the text (tttxt010).

Infor LX & BPCS Tip: Vendor Terms Maintenance, ACP160D1

George Moroses 0 20812 Article rating: 5.0

This program allows maintenance of vendor terms, which you individually assign to each vendor. Vendor terms designate the due date and the discount date as a number of days after the invoice date. You establish the discount percentage here. Vendor terms are stored in the AVT file. Rather than use the method specified above, you can override due dates and discount dates so those calendar days are used to age invoices.

Access: Menu ACP02

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

Kathy Barthelt 0 23394 Article rating: 5.0

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...

Infor LX & BPCS: Waste in Manufacturing

George Moroses 0 19067 Article rating: 5.0

In manufacturing, waste is anything that doesn’t add value to or benefit the end customer. Reducing waste enables manufacturers to save money and increase productivity. Where is the waste happening in your processes?

How often is your department spending time and resources on the following tasks?...

Infor LX & BPCS Tip: Overhead Costs - CST120D1

George Moroses 0 18276 Article rating: 4.0

Use this program to enter period overhead expenses to distribute to various work centers. You can set up this overhead cost allocation on either a per-hour or a per-piece basis, depending on the overhead allocation type specified for each work center on the Work Center Maintenance screen, CAP100D2-01. The system spreads the amounts entered across all shop orders posted by Shop Floor Posting, SFC600, or Production Reporting, JIT600, when you run Overhead Cost Allocation, CST510. The system stores allocated overhead in the Labor Ticket file, FLT, and updates actual item cost when you run Shop Order Close and Post, CST900.

Access: Menu CST

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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

Infor LN & Baan Product Lifecycle Policy Support Changes for 2021
Kathy Barthelt

Infor LN & Baan Product Lifecycle Policy Support Changes for 2021

Are you aware of the support changes coming in mid-2021 for your Infor ERP version? 

We can help you put together a plan for your ERP system to ensure your business is fully supported. 2021 will be here before you know it - Contact us today to get started! 800.762.2077

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Kathy Barthelt

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