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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

Infor LX & BPCS: BIG DATA - Keeping Track of Key Metrics

George Moroses 0 24305 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 Tip: Transaction History – Did you know?

George Moroses 0 20458 Article rating: 5.0

Did you know that the system stores a record of every inventory transaction and makes them available for inquiries and reports? Transaction history is available for immediate inquiry by item, or by item and location in the Material Status Inquiry program. The inventory transaction record holds data such as the quantity, date, reference number, cost/value, transaction type, scheduled date, and master reference number, lot numbers, and warehouse/location information.

Infor LN & Baan Tip: How to deal with data growth of your ERP system…

Kathy Barthelt 0 28942 Article rating: 5.0

Spending time on managing ERP data can deliver huge benefits, not just in reducing storage costs, but also in improving the experience of business users. Proactively managing application data also helps accelerate key business processes which has a positive impact on customers, suppliers, and partners. Use these solutions to reduce the data growth and disk storage used on your system:

• Use database compression. See...

Check-Ups are important… Including Infor LN & Baan ERP Check-Ups!

Kathy Barthelt 0 24751 Article rating: 5.0

What would you say to someone if they never went to a doctor for a check-up, or never took their car in for regular maintenance, like an oil change?

You might say that they were asking for problems, right? The point of those check-ups is to catch a problem early, or better yet before it occurs. Going for check-ups gives you the peace of mind that things are running well and if an issue is identified early enough you can reduce overall risk. Regular check-ups can help reduce out-of-pocket expenses over time.

What about Finance, Manufacturing, Supply Chain, and Company-wide Check-Ups for your Infor ERP system? What will happen if you NEVER hit pause?

Here are some questions by department to consider.

Finance:...

Is your Baan or Infor LN system STILL not integrated with UPS and FedEx?

Kathy Barthelt 0 17693 Article rating: 2.5

It's hard to find a manufacturing article, or talk to a manufacturer for that matter without hearing about the importance of efficiency. In fact, 92% of manufacturers reported that their most significant business imperative is improving efficiency, according to a major new report published by The Manufacturer and IBM. Improving efficiency cuts costs, improves throughput, and ultimately improves competitiveness.

One way to improve efficiency is to eliminate the redundant process of manually keying data from Baan and Infor LN to your third-party logistics systems such as UPS or FedEx. Third-party systems need to know what you want shipped, how it is being shipped, the weight, quantity, etc. Once the shipment is ready, the tracking number, freight cost, and other information need to be entered into Baan and Infor LN in order to process your sales orders and ultimately invoice your customer. This process is time-consuming, error-prone, and causes delays in shipping and invoicing.

Why waste time and energy when the entire process can be automated on-premise or cloud with RMCship?

RMCship provides a complete one-way or two-way communication channel between Baan IV, Baan V, and Infor LN to UPS Worldship & FedEx Ship Manager.

TO UPS & FedEx -
RMCship....

Infor LN & Baan Tip: Rework of Serialized Items

Kathy Barthelt 0 25697 Article rating: 5.0

There are two options for rework of serialized items. One is to define the serial numbers upfront by defining the as-built serial header before releasing the rework order. The second option is to not define serials in the as-built header and instead, the serials are defined through issuing the material to the rework order. Manually entering the serial number after release of the rework order is not supported.

Check-Ups are important… Including Infor LX & BPCS ERP Check-Ups!

George Moroses 0 20467 Article rating: 5.0

What would you say to someone if they never went to a doctor for a check-up, or never took their car in for regular maintenance, like an oil change?

You might say that they were asking for problems, right? The point of those check-ups is to catch a problem early, or better yet before it occurs. Going for check-ups gives you the peace of mind that things are running well and if an issue is identified early enough you can reduce overall risk. Regular check-ups can help reduce out-of-pocket expenses over time.

What about Finance, Manufacturing, Supply Chain, and Company-wide Check-Ups for your Infor ERP system? What will happen if you NEVER hit pause?

Here are some questions by department to consider.

Finance:...

Infor LX & BPCS Tip: Return Material Authorization (RMAs)

George Moroses 0 21752 Article rating: 5.0

The Return Material Authorization process, RMA, controls and monitors the return of goods. Infor LX generates an RMA which mirrors the terms and conditions of the return. You can copy the RMA from a processed invoice or create it independently of an existing order. If you copy an invoice to create an RMA, Infor LX copies only regular lines, not special lines. You can manually add special...

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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

Tip of the Week: What is Sales Tax Nexus?

Sales tax nexus is the connection between a seller and a state that requires the seller to collect and remit tax on sales made in that state. If you have nexus in California and Texas, for example, you must collect and remit sales tax in California and Texas.

Many states are expanding their nexus rules. Business activities like trade show attendance, drop shipping, employing remote workers, advertising, and housing inventory in other states can establish nexus. The rules vary by state and it can be challenging to keep up with all the places your business needs to register, collect, and remit sales tax.

Optimize Your Manufacturing Today!

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Kathy Barthelt

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