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M3/Movex Tip of the Week: Year-End

Frank Petrasio 0 27033 Article rating: 5.0

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

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Infor M3 & Movex Tip of the Week: Views & Sorting Orders

Frank Petrasio 0 31086 Article rating: 5.0

One of the most common complaints from M3 users is that the wrong information is displayed on B (list) panels, or it is displayed in the wrong order. M3 provides a tool that allows users to personalize the display so only relevant information is seen without programming assistance from IT.

It is divided into two components:

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Infor LN & Baan Tip of the Week: Reports to Analyze Company Performance

Kathy Barthelt 0 31396 Article rating: 5.0

You know what data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE & MANUFACTURING:

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Infor LX & BPCS Tip of the Week: Reports to Analyze Company Performance

George Moroses 0 25898 Article rating: 5.0

You know what ERP data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX FINANCE & MANUFACTURING REPORTS:

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The Best Baan | Infor LN Manufacturing Reports to Analyze Company Performance

Kathy Barthelt 0 30742 Article rating: 5.0

You know what ERP data you need to analyze your company’s production health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in Baan & Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of Baan to the latest version of Infor LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BAAN & LN MANUFACTURING:

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The Best BPCS | Infor LX Manufacturing Reports to Analyze Company Performance

George Moroses 0 27509 Article rating: 5.0

You know what ERP data you need to analyze your company’s production health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX MANUFACTURING:

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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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