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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

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

Kathy Barthelt 0 24332 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 17503 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 25257 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 20310 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 21520 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...

Infor LX & BPCS Tip: Drop Shipments

George Moroses 0 20315 Article rating: 5.0

Infor LX provides a tightly integrated drop shipment processing capability. The product supports the creation, tracking, and management of customer drop shipment orders via the Order Management, Purchasing, and Billing applications.

The order processing professional initiates drop shipments during customer order creation. You can designate any order line for drop shipment if it meets user-defined drop ship controls. If you designate a line as a drop ship line, the system automatically creates a drop ship request in purchase order processing.

When a buyer responds to a drop ship request...

Top 10 Things You Might Not Know About Crossroads RMC

Crossroads RMC 0 24230 Article rating: 5.0
  1. Crossroads RMC has been in business since 1984 & has been an  partner since 1991. 
     
  2. Crossroads RMC offers functional & technical training on all versions of Infor LX, BPCS, Infor LN, and Baan and will completely tailor the training to your specific needs. 
     
  3. Many of our consultants are 🎵 musically inclined, so you might have the added benefit of some entertainment while your ERP problems are being solved!
     
  4. Our consultants have expert level functional & technical knowledge of every version of Infor LN & Baan from Triton 2.X through LN 10.7., and Infor LX & BPCS from BPCS 3.0 to LX 8.4!  💡
     
  5. Crossroads RMC is a value-added reseller of data collection equipment (mobile computers, printers, RFID equipment, and more).
     
  6. Our headquarters are just outside of Chicago, but for some silly reason, our East Coast staff thinks they have the best pizza.🍕
     
  7. Our integration specialists have developed close to 50 different integrations to Infor LN, Baan, Infor LX & BPCS.
     
  8. Crossroads RMC offers 24 X 7 support to all of our customers. 💪
     
  9. Our technical consultants have developed many Infor ERP software add-on solutions like MES, Data Collection, an Analytics Dashboard, FedEx / UPS integration, and more that are used by thousands of Infor users every day.
     
  10. We’ve been publishing Infor LN, Infor LX, BPCS, and Baan tips & tricks since February 2010, and most are still available on our website, with new ones being added every other week!

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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.?

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