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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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“Sorry, boss. We can’t help you move the business forward.”

Infor LX | BPCS | Infor LN | Baan

Imagine saying that to your boss, or the president of your company. What would their response be? Do you think that he or she would say, “It’s ok, we can wait to implement this big initiative that will likely save us a ton of money and move us ahead of the competition... No problem… let me know when you have time to work on it.”  Pretty unlikely. They want you to add something else to the top of your already overloaded to-do list. Am I right? 

Well, you do it, because it is the right thing to do and is important to the business, but what happens to everything else that you were SUPPOSED to be working on? Those tasks end up sitting on your to-do list... forever.  

What if they didn’t have to? What if you could pivot to work on highly important projects that drive your business forward and all the while continue to address the lower priority items that STILL need to get done? You can do this with outsourced IT and ERP support services.

As you know, the management of ERP systems is fairly complex and time-consuming, and you always need to be one step ahead to identify, prevent and resolve issues before they become a problem. Can you really afford to abandon this work in lieu of something else?

Crossroads RMC offers a full range of support services to provide 24 X 7 X 365 coverage to handle the most challenging of support issues down to the most mundane. We handle everything from installing software updates to maintaining highly customized environments to determining the source of a financial integration error, to figuring out why the items you just produced are not accurately reflected in inventory.

You name it, we can tackle it. 38 years of working with manufacturers and Infor ERP systems say we can, and so do our customers.

Support Services Designed Your Way

Crossroads RMC provides support services with open communication to ensure your business is covered whenever you need us with or without a support plan.

No support plan, don't worry, give us a call and we will take care of your business first, and sort out the details later.

To learn more about our popular customized support plans that make it simple to log support cases, track support usage, schedule support meetings, live chat, and review Infor resources, give us a call today. 800.762.2077


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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

Instead of sharing tables through logical linking, you can replicate table content between companies. This approach allows certain non-key attributes of a record to vary by company. For example, if you replicate bills of materials rather than sharing them, each company can associate a different warehouse with the same bill of material. This way, the bills of materials are consistent across companies, while the warehouses can differ.

Replication also enables selective availability of records in other companies. For instance, when replicating items, you might limit which items are available in a sales company based on their item group, only including end items. You can further refine replication to specific subsets, such as particular item groups.

Keep in mind that replication requires any referenced tables to be either replicated or shared as well.

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