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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

Is your company on an older version of Infor LX, BPCS, Infor LN, Baan, Infor M3 or Movex?

Crossroads RMC 0 43317 Article rating: 5.0

What will you do when your ERP is no longer supported in 2021?

This is a confusing time for many companies with respect to their ERP system.

"Will I still be able to run my current version?"
"What happens if I want to stay on my version?"
"What options do I have?"

Crossroads RMC is here to help you sort through the confusion and get you to a place where you feel confident about your ERP future.

Let's get started with how we can help. I want Crossroads RMC to…

  • Conduct an Infor ERP Utilization Review – Should I consider moving to the latest version of LX in the cloud, or on prem? If I don’t, what are my options?
     
  • Set up an Infor ERP Demo System – I want to give my employees a chance to try out the latest version to see if it would be of benefit.
     
  • Train My Employees – I want to ensure that we’re operating based on best practices.
     
  • Integrate My ERP to External Systems – My company uses separate systems that don’t talk to one another and that is really inefficient.
     
  • Brainstorm With Me – I’m not sure what to do. I need to talk through some scenarios with someone who has been there, done that.
     
  • Support My Users – I’m short-staffed. I may upgrade, or I may stay where I’m at. Either way, I could use someone to handle our ERP issues. Please help!

Contact us at 800.762.2077 or click here to request a free phone consultation and we'll get you back on track.

Get the Latest Porting Set for Infor LN, Baan V and Baan IV

Kathy Barthelt 0 39680 Article rating: 4.5

Porting set 9.3g has been released and is suitable for use by:
• Infor LN customers
• Infor Baan ERP 5.2a customers who have migrated the Infor Baan ERP 5.2a Tools to Infor Enterprise Server 8
• Infor Baan ERP 5.0b and 5.0c customers who have adopted SLM as described in document U8985F US: User's Guide to upgrade to porting set 8.2b or later
• Infor BaanIV c when the conditions for upgrading from the 6.1c.xx porting set line are met.

Infor M3 & Movex Tip: What is a Start Page?

Frank Petrasio 0 33416 Article rating: 5.0

The Start page is the initial page that you will see when you open M3 H5.
Start pages provide a way to organize and keep track of tasks and programs. It contains widgets, which can give you quick access to the different features available in H5. The type of widgets to be added, their arrangement, and their size can also be customized.

The Start page can be accessed by clicking the home tab located below the Favorites menu. Start pages are available in both Enterprise and Foundation editions. However, H5 Foundation users will only see a static start page that cannot be configured or changed.

A Start page administrator can configure a default start page or a set of start pages for specific users or groups.

Infor LX & BPCS Tip of the Week: Production History Purge

George Moroses 0 32699 Article rating: 5.0

Did you know that you can clear production history?

JIT900 - Production History Purge

To clear field values from Production History Inquiry (JIT300). Run monthly as Day End Run and Month End Run which clears M-T-D fields.  There is an option to clear the average per hour and maximum per hour fields. This program can be run as often as you wish.

Infor M3 Tip: Personalization Tools in M3: Setting a field to be mandatory

Frank Petrasio 0 37166 Article rating: 5.0

This procedure describes how to make a field mandatory. A mandatory field must be completed by specifying a value. If this field is left blank, the user cannot proceed to the next panel or form.

  1. Go to the detail panel of a program.
  2. Choose the input field that you want to be mandatory. Right-click the field and select Personalize > Enable Mandatory.

Note: An asterisk (*) beside the field indicates that the field is mandatory. To disable the feature, right-click the field and select Personalize > Disable Mandatory.

Inforum 2020: The digital experience

Crossroads RMC 0 43027 Article rating: 5.0

Inforum: Virtual Event: September 15-16, 2020

Discover and learn from industry experts on specific products and in key industries so you can build the skills and knowledge to maximize the technology you have today and prepare for what comes next.

Connect with your Infor community of product experts, partners, peers, colleagues and friends during this unique digital experience.

Get inspired by pioneering leaders in technology and from the world stage, transformative stories from your peers, and game-changing applications of science in enterprise software.

Register:  Inforum 2020: The digital experience

Partner News - Avalara/AvaTax for Infor LX | BPCS | LN | Baan | M3

Crossroads RMC 0 39688 Article rating: 5.0

Considering tax compliance, but not sure if it’s the right time?

We know that many businesses are facing financial difficulties and need to make hard decisions.

Our partners at Avalara are offering 90 days of free US tax automation for all new AvaTax customers. This means you can implement AvaTax into your Infor product, shopping cart, billing system, etc, without having to pay anything for three months. Learn more>

Tax exempt? Avalara can automate that process too. Focus on what really matters right now, like managing cash flows, and driving revenue initiatives, and leave the tax compliance piece fully automated. 

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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 LX & BPCS | Infor LN & Baan: Accuracy & Productivity Aren't Important!

Oh, you think they are?

Well, you might want to take a hard look at HOW you’re running your ERP system.

  • Have you been able to eliminate large amounts of data entry for your staff?
  • Do all of your systems talk to one another?
  • Is your data error-free at month end?

If the answer is no, your company would likely benefit from system integration and/or automation.


Too expensive you say? Too big of an effort to make it happen?  Not necessarily.

Crossroads RMC consultants have delivered valuable integrations and automated processes to manufacturers just like you at a fraction of the cost of other providers. Whether you’re running ION on the latest version of Infor LN or Infor LX or using Baan IV or Baan V or BPCS with no integration platform in place, there are benefits to automation and system integration for every area of your business:

Finance:

Say goodbye to typos that lead to huge problems, like paying invoices late or charging the wrong customer. That means you’ll have accurate data in your system, month-end processes run smoother and your employees are freed up to do more important tasks.

Customer Relationship Management:

When it comes to keeping customers happy, speed is crucial. You can automate invoicing, customer reports and more to ensure that customers always have what they need. Automate report delivery from your system to ensure you always have the right information at your fingertips. And even without automating report delivery, your ERP system brings together all the information in one place, and automated data entry and extraction means it’s accurate.

Supply Chain Management:

Set up automated alerts to the right people. With ERP automation, you can trigger an email when a product has low stock or is overstocked. Keeping inventory levels just right is essential to be able to fulfill orders but not waste resources by having too much on hand.

Manufacturing Resource Planning:

Say goodbye to appending data manually. Let’s say you get a shipment of inventory that is a different color than you’d planned, which means they need different SKUs. That means you have thousands of SKUs to update, but an automated process can append data in the system unattended in a fraction of the time it’d take a person to do it.

Human Resource Management:

It might not be that hard to pull the sales data to calculate commissions for one sales rep manually. But multiply that by a growing sales force every pay period, and you’ll be grateful you automated your ERP system. Integrate with HR platforms to manage data transfers for calculating sales and commissions, even setting up triggers to do this automatically at the same time every week.

These are just a few of the possible ways that your ERP system can be simplified to produce results that save time and money. Learn more about integrations and automation from Crossroads RMC.

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