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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

The Security Model in IDF

Anthony Etzel 0 26191 Article rating: 5.0

By applying security to an object, you can control which users can view the object and which users can create, change, delete or copy the object.

Basic object security allows you to control who can display or maintain an object. Advanced object security allows you to control selectively who can create, change, delete, or copy an object.

In the basic model, all of the maintenance activities are permitted to those users who are authorized to maintain the object. Use the basic security model if you want a user who can change an object to also be able to create or delete the object. Use the advanced security model if you need to restrict some users to changing the object but not creating or deleting the object.

Upgrading from BPCS 6.1 to LX 8.3

Anthony Etzel 0 31717 Article rating: 5.0

It's always great to hear nice words from our customers!

"Our upgrade from BPCS 6.1 to LX 8.3 was greatly aided by Crossroads RMC. Their extensive knowledge of the financial system was a saving grace for us since we had a system that was set up over 15 years ago by people no longer in the company. The patience and professionalism of Hugh Carty made the transition much less complicated and frustrating. There is no doubt in my mind that it would have taken a much longer period and a substantially more painful path if it was not for Crossroads RMC bending over backward to accommodate our processes and time constraints.

Crossroads RMC was also able to help us with AS400 technical training, MRP production system design, and pricing using Promotions and Deals. This large swath of knowledge was very helpful in management discussions. Thanks to the Crossroads RMC team and in particular Hugh Carty, Yupo was able to bring this implementation under budget and on time."

Tim Knight — IS Manager, Yupo Corporation, USA

Learn More: Crossroads RMC Consulting Services

Infor LX & BPCS Tip of the Week: Partial Search in Item Description List

Anthony Etzel 0 28531 Article rating: 5.0

Previously, if a user performed a partial search for an item by using a double byte language, no matches were found. Regardless of whether the MLS module is used, this enhancement allows a user to use a double byte language to perform partial or full item description searches. This enhancement resolves an issue with partial searches on screens where the Item Master Lookup (WINIIM) screen is used, such as Material Status Inquiry, INV300D-01, Item Master Selection INV100D1-01, Facility Planning Selection, MRP140D1-01, and Purchasing Inquiry, PUR300D1).

The user selects the F4 prompt from these screens to open the Item Description List. In the prompt window, the user specifies option 10 to perform a partial or full search on an item description.

What does OTTO do that finite scheduling doesn’t?

Anthony Etzel 0 25481 Article rating: 5.0

Finite scheduling identifies what constraints need to be overcome and it provides the best schedule given the constraints. But the objective is not only to overcome or remove the constraint but to prevent the constraint from even occurring. Only people can anticipate and overcome current constraints, and this requires time for analysis and people to apply their knowledge to the data. OTTO removes the non-value-added tasks of extracting and manipulating data and provides visibility to support people in solving near-term, complex problems. 

Crossroads RMC welcomes MBL (USA) Corporation

Anthony Etzel 0 24412 Article rating: 5.0

Crossroads RMC welcomes MBL (USA) Corporation as our newest Data Collection and Warehouse Management client.

MBL (USA) Corporation, with headquarters located in Ottawa, Illinois, manufactures all types of V-Belts, V-Ribbed Belts, Timing Belts, and Variable Speed Belts for both original equipment and service parts in the automotive, recreational, and industrial markets. In addition to supplying North, Central and South America markets, products are exported to countries worldwide. Their corporate parent is Mitsuboshi Belting LTD located in Japan.

MBL (USA) Corporation’s objective was to improve inventory visibility, eliminate paperwork, and use a bar code scanning solution to manage warehouse inventory and eliminate the manual process for inventory warehouse transactions.

Our discovery was able to highlight improvements to streamline the process in the warehouse and improve inventory visibility. Crossroads RMC is a reseller and support partner for TouchPath Warehouse Management which is integrated to MBL (USA) Corporation’s ERP/LX software. TouchPath Warehouse Management provides the insight into your inventory and the warehouse management tools to help you increase customer satisfaction and reduce costs.

We are proud to have MBL (USA) Corporation as our newest client and look forward to being a strategic partner and support their company growth and success.

Infor LX & BPCS Tip of the Week: Inventory Transfers for Outside Operations

Anthony Etzel 0 28464 Article rating: 5.0

This enhancement allows users who currently perform outside operation processing in shop floor programs to manage the transfer of components used in the outside operations to the vendor’s designated warehouse.

This enhancement provides modified and new INV511D screens and adds new logic to allow the user to identify all shop orders that have components linked to outside operations or to identify all the components linked to an outside operation on a shop order. The shop orders can be filtered by either a date range or by a specific vendor.

Inventory Transfers for Outside Operations enhances the management of external operations by providing screens that simplify the selection of the shop orders or items to transfer to a vendor.

Transfers to the vendor warehouse are performed in the Inventory Transfers, INV511D, screens.

Infor LX / BPCS Tip of the Week: Optional Authority to Maintain Reason Codes

Anthony Etzel 0 28788 Article rating: 5.0

This enhancement allows users to update Reason Code Maintenance, INV140D1, for Transaction Effects that they are not authorized to in any other programs. A new system parameter was added to Inventory Parameters, INV820D. The enhancement allows users who do not actually perform transactions in Infor LX to maintain the reason codes for the transactions.

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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

The Best Baan IV | Baan V | Infor LN Financial Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial health, but sometimes it is 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:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)

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Kathy Barthelt

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