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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

Your Enterprise Resource Planning software lies at the heart of your business

Infor LX & BPCS

George Moroses 0 11582 Article rating: 5.0

How Infor LX & BPCS is utilized is critical to operating a stable, well understood and effective business system. Knowing the current state of your system will enable you to make decisions to either better utilize your current ERP version or upgrade.

Crossroads RMC’s Utilization Review helps you flush out issues and areas for improvement. Our findings have resulted in minor procedural changes to a full reimplementation, or system upgrade to Infor LX.

If your business requirements and your resources have undergone major change since your original implementation, it is time to take a look at your ERP system to see if it is being utilized properly. The Crossroads RMC Utilization Review is designed to work with your people to identify the best way to apply the powerful capabilities within the Manufacturing, Supply Chain and Financial modules within the LX/BPCS software to best suit the needs of your business, not only today, but in years to come.

Learn more>

Infor LX & BPCS Tip of the Week: How do I restrict over-shipments to customers - LX 8.4?

George Moroses 0 1289 Article rating: 5.0

This enhancement prevents over-allocations and resulting overshipments to customers. Attempted over-shipments can present an error message to the user, or there is an option to automatically adjust the user’s request to the allowed quantity.

Since over-shipments result from over-allocations, Infor LX provides an optional validation during the four processes where a user can attempt to over-allocate. Note: Infor LX never over-allocates or over-ships; this always results from a user’s action. This enhancement provides three options regarding over-allocations and over-shipments:

  • Continue current process with warning message.
  • Show error message.
  • Automatically change allocation quantity to match quantity available for shipment.

If the over-ship quantity change is acceptable, internal procedures may require that the order quantity be revised so that pricing, promotions, credit checking, load planning, and other processes reflect the actual quantity.

The programs or areas impacted include:

  • ORD820D, Order Entry System Parameters
  • ORD720D2, Order Allocations
  • ORD725D, Order Entry Allocations
  • ORD570D5, Pick Confirm Inventory Confirmation
  • ORD700D2 / ORD700DA / ORD710B, Order Line Validation

Your Enterprise Resource Planning software lies at the heart of your business

Friedman | MAPICS | XA and more

George Moroses 0 23167 Article rating: 5.0

How your ERP is utilized is critical to operating a stable, well understood and effective business system. Knowing the current state of your system will enable you to make decisions to either better utilize your current ERP version or upgrade.

Crossroads RMC’s Utilization Review helps you flush out issues and areas for improvement. Our findings have resulted in minor procedural changes to a full reimplementation, or system upgrade.

If your business requirements and your resources have undergone a major change since your original implementation, it is time to take a look at your ERP system to see if it is being utilized properly. The Crossroads RMC Utilization Review is designed to work with your people to identify the best way to apply the powerful capabilities within the Manufacturing, Supply Chain and Financial modules within your ERP software to best suit the needs of your business, not only today, but in years to come.

Learn more>

Dashboard Displays Current Production Data and Increases Production by 10-20%

Crossroads RMC 0 30887 Article rating: 5.0

Did you know that you can improve the performance of your shop floor simply by displaying how your shop floor workers are doing? Studies show that a 10-20% increase in production can be achieved by simply displaying current production data to your workers via dashboards. 

Using the Crossroads RMC's Analytics Dashboard, you can display performance metrics in a grid, graph, chart, or any way that makes sense. Learn how

Learn more about Analytics Dashboard for Infor LN/Baan >

Learn more about Analytics Dashboard for Infor LX/BPCS/M3 >

Infor LN & Baan Integrations:

It's okay, you can admit it. You have spreadsheets and separate databases that you’re keeping on the side that may or may not be tied to Baan/LN.

Kathy Barthelt 0 24999 Article rating: 5.0

Do you wish they were integrated so that you didn’t have to manually go into each system to report on the data or look up information? Are you running into problems because you don’t have exposure to all of the data that is critical to running your business?

Crossroads RMC has a team of integration experts who can create the integration you’ve been dreaming about… AND we have developed RMCconnector to allow for quick and easy translation data from your front end system into a format accepted by your back end ERP. 

Contact us today to discuss how we can help you eliminate those spreadsheets and tie those “one-off” systems directly to your ERP system. 800.762.2077

Partner News: Avalara’s 2020 sales tax changes webinar is now available

George Moroses 0 23820 Article rating: 5.0

Now that 2020 has arrived, it's time to make sure you’re prepared for all of the changes that 2019 brought in the world of sales tax.

Avalara’s 2020 Sales Tax Changes Webinar is now available to arm you with knowledge on the biggest changes that have taken effect, plus give you a preview of the changes we anticipate this year. 

In this webinar you’ll hear Scott Peterson, Avalara’s VP of U.S. Tax Policy, cover:

  • The current state of sales and use tax in the U.S.
  • Which states have enacted economic nexus, and what’s expected to change in 2020
  • New requirements for marketplace sellers (Amazon, Etsy, etc.)
  • A look at cross-border ecommerce and what international sellers must know about sales tax 

Avalara 2020 Sales Tax Changes Webinar>

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Tips:  LX | BPCS | M3

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip & Tricks for OPERATIONS: Best Practices for Purchase Order Archiving / Deleting

 Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.
  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS project that is not yet archived. When the PCS project is archived, the purchase data is also archived and you can delete the purchase order.
  • A consignment replenishment order is not yet consumed completely.
  • The invoice is yet to be completely matched and approved.
  • The invoice amount is not yet inserted as turnover history.
  • The sales order or service order that's linked to the purchase order line, and for which an internal invoice must be sent from the purchas office to the sales office or service office, is not yet invoiced. In this case, you cannot delete the purchase order line before the sales order or service order is invoiced.

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Kathy Barthelt

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