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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

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IDF News: Making modifications to IDF programs or files

George Moroses 0 27385 Article rating: 5.0

If you are making modifications to IDF programs or files, it is a good idea to create your modified objects in a test library that you create for this purpose.

The test library should be added to the top of the library list just after the temporary library QTEMP so your modified objects are found instead of the standard IDF objects. This test library allows you to make changes and test them, or to continue running in this mode permanently without actually replacing the original objects. This test library also helps you to isolate and control your modifications when applying patches from Infor.

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Motivate Your Infor LX & BPCS Team with Dashboards

BrightGauge blog

George Moroses 0 28989 Article rating: 5.0

"Using real-time dashboards, you can hold everyone accountable to KPIs on a weekly basis so nothing falls through the cracks. Customers stay happy and you know what's going on at all times while keeping your whole team on the same page." (BrightGauge blog, February, 2018)

Leverage dashboards to help ensure all aspects of your business are covered.Crossroads RMC provides real-time dashboards to display virtually any aspect of your ERP data. Use the standard dashboards, or create your own! 

Learn more about Analytics Dashboard>

Contact Anthony Etzel to discuss how dashboards can immediately benefit your company this year!

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Learn how MES can benefit your company in 2020 by simply doing all of these things...

George Moroses 0 29377 Article rating: 5.0

Do your users have an easy way to do all of these things? If not, you should learn how MES could benefit your company in 2020!

  • Schedule work from a work center to a specific machine or work area.
  • Re-sequence work and split for better flexibility in scheduling shop floor activities.
  • Receive work schedules electronically as well as interacting with it by reporting transactional activity.
  • Electronically display drawings, process instructions, and quality instructions to eliminate (or minimize) the need for paper on the shop floor.
  • Pass shop floor transactional activity to dashboard displays as well as your ERP system.

Learn more about Crossroads MES>

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Infor LX & BPCS Tip of the Week: What is EGLi?

George Moroses 0 34559 Article rating: 5.0

EGLi provides Infor LX Configurable Enterprise Accounting (CEA) functionality including Advanced Transaction Processing (ATP), a configurable ledger, and batch transaction processing in the IDF architecture.

EGLi is a complete replacement for CEA. Infor LX applications integrate with EGLi, and subsystem transactions generated in Infor LX are used to create journal entries in EGLi. The Infor LX integration system parameters allow you to specify whether CEA or EGLi is your primary financial product.

We recommend that you select CEA while you test the integration. The primary financial product flag and the CEA migration programs are designed to assist existing CEA clients with their implementation of EGLi. Journals are produced in both GL systems so you can verify that the data in both GL systems are the same. This integration includes migration programs that copy your existing CEA files to corresponding EGLi files. After you run the migration programs, EGLi should be configured and ready to use. If you are already running IDF via Ming.le or SiW, before you install EGLi, you will need to see the Ming.le integration guide for instructions on how to export EGLi tasks from IDF to SiW/Ming.le.

Learn More > Infor LX Integration Guide for Enterprise General Ledger

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Infor LN & Baan Tip of the Week: Standalone Sessions in LN 10.7

Kathy Barthelt 0 46571 Article rating: 5.0

The standalone LN UI allows enhanced URL-parameter configuration. A single session can be started directly. Based on the URL, users can choose if the menu must be available and if the displayed set of records must be restricted.

This can be useful for self-service kiosks or simple full-screen clients.

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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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