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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

DASHBOARDS for IBM i WEBINAR

See it. Understand it. Discuss it.

Anthony Etzel 0 7441 Article rating: 5.0

Are your numbers telling the full story? Discover the power of dashboards in our recorded webinar from 5/2/2024: "Unlocking Business Insights with Dashboards" Numbers are just the tip of the iceberg; the real insights lie beneath, in the 'how' and 'why'. Imagine presenting your manager with a dashboard that not only showcases the figures but also unveils the backstory behind them. Picture revealing that the 3rd shift was short-staffed for over a week, or that a material shortage caused order fulfillment delays, or that quality issues triggered extensive rework, impacting subsequent production runs. How do you unearth all this crucial information without consulting every individual involved?

The Answer:  D A S H B O A R D S !

[Watch Video] Webinar: Business Insights Made Easy With Dashboards...

Webinar: Business Insights Made Easy With Dashboards - Infor LX/BPCS

Thursday, May 2, 2024 - 12:00-1:00 (US/Central)

George Moroses 0 9527 Article rating: 5.0


  

Join Crossroads RMC
& the InforIBMi-Series Community

Business Insights Made Easy With Dashboards

Learn how easy it is to create and use dashboards to gain valuable insights into the data you use daily to run your business.

Join our webinar: Thursday, May 2, 2024 at 12:00pm Noon (US/Central) for 1 hour.

Register →


Presenter: Anthony Etzel

Streamline Your Data Management with Crossroads RMC's Analytics Dashboard for LN & Baan

Kathy Barthelt 0 10072 Article rating: 5.0

To enhance effective team communication and streamline data management, it's crucial for all team members to use a common language and work from a shared playbook. When decisions are based on disparate data sources, such as individual spreadsheets or isolated data repositories, it can hinder effective communication.

For manufacturers who deal with extensive data daily, keeping track of key departmental metrics can be challenging. This is where Crossroads RMC's Analytics Dashboard solution can make a significant difference. Our Analytics Dashboard is designed to simplify tasks by consolidating essential information into a single, easily accessible location, allowing you to access critical real-time data effortlessly.

With our powerful dashboards, you can achieve the following:

DATA: See it. Understand it. Discuss it.

Crossroads RMC 0 13322 Article rating: 5.0

We’ve all heard author and management consultant Peter Drucker’s famous quote “If you can’t measure it, you can’t manage it.”  

What’s the right way to manage “It” though? Is it enough to put the data in the hands of the responsible manager and wait for change to occur? Does the manager have a pulse on everything that went into those numbers?

Your numbers tell a story, but there is a lot of...

LX User Group Event: Infor Partner Spotlight | Crossroads RMC

Tuesday, May 10 | 12:00pm - 1:00pm ET

Crossroads RMC 0 17464 Article rating: 5.0

LX User Group Event

Tuesday, May 10 | 12:00pm - 1:00pm ET
Infor Partner Spotlight | Crossroads RMC

Come hear recent success stories with Crossroads RMC's software MES Ultimate, Analytics Dashboard, and Avalara's interface, along with consulting services that focus on a joint upgrade and MES project with Infor.

Register now →

Dashboards vs. Reports – What do they offer and which do I need?

Crossroads RMC 0 24214 Article rating: 5.0

Companies are collecting oceans of data, and struggle with transforming it into usable information. Most businesses focus on two methods of sharing data - the report and the dashboard. While these two terms mean many things to many people, it is important to understand what these terms mean and how the report and dashboard have similar features but they are not the same thing.  

What is a Report?

A report is meant to be used to gather detailed intelligence on the operations within an organization, thus a report can be either very broadly covering a wide scope of related information, or narrowly focusing on details of a single item, purpose, or event. All of this information, while presented in a report, is meant to be a snapshot in time.

Quite often, a report is built within the ERP system itself and often is constrained by the graphical and user limitations within the ERP. More often than not, large amounts of data are exported to Excel where added features allow for better manipulation of the data to a format that is digestible by users. Regardless, the data is only valid for that moment and time.

What is a Dashboard?

A dashboard is a graphical interface that provides at-a-glance views revolving around answering a central question. For example, an executive may ask you for up-to-the-minute details on "how the business is doing?". The answer to that question is as complex as the organizational structure of the company, but it is probably very simply measured with approximately 10 metrics. Those 10 metrics can likely be analyzed in chart form, and can and should be combined into one chart when the numbers are relatable or are on a similar scale. All these things should be considered when building a dashboard.

Dashboards, similar to the one in your vehicle, display critical data. Imagine driving down the road and having to push a bunch of buttons to find out how much fuel you have left, or having to pull over and pop the hood to check the oil pressure. It would be dangerous and a waste of your precious time. Your car's control panel or dashboard displays the most crucial information in an easy-to-use, graphical way.

How do Dashboards and Reports differ?

Infor ERP Tip: Top 5 Ways Modern Analytics Reduces Spreadsheet Risk & Inefficiency

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 22796 Article rating: 5.0

Spreadsheets are often the tool of choice for many organizations to store and arrange information for financial planning, analytics, compliance, and more. Ironically, for many business processes that involve managing data, it creates the exact opposite effect––silos of information and inefficiency. And because it stores organizational data in a readily sharable way, there is a high risk of exposing confidential information.

Read this Infor best practice guide to discover the top five business processes that a modern data and analytics architecture can automate and deliver far more value than spreadsheet-driven techniques.

Infor Best Practice Guide: 5 Ways Modern Analytics Reduces Spreadsheet Risk and Inefficiency

Manufacturing vs. Operations vs. Finance: Who WINS?

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 17978 Article rating: 5.0

Manufacturing Goals: develop high-quality products and services in response to the demands of the market, improve efficiency and maximize capacity utilization.

Operations Goals: utilize resources, labor, material, and equipment effectively in order to match supply and demand.

Finance Goals: analyze revenue growth opportunities, control costs, and maximize profitability.

So, who WINS?

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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

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

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