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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

Meet the Experts - EDI: A Competitive Advantage for Manufacturers

Frank Petrasio 0 5 Article rating: 5.0

Discover how Electronic Data Interchange (EDI) can elevate your manufacturing operations and give you a competitive edge. Join Sarah Butler, UniLink's Director of Professional Services, and a panel of ERP and EDI experts as they demystify EDI for Infor XA, LN, and LX users and share actionable strategies for successful implementation. You’ll learn how EDI simplifies document exchange to boost efficiency and eliminate errors while adapting to diverse customer requirements for seamless adoption. Discover best practices for onboarding trading partners, mapping, testing, and maintaining EDI integrations to ensure compliance with major distributors and retailers. By the end of the discussion, you’ll be equipped with the knowledge to streamline your operations, improve communication, foster stronger trading partnerships, and position your business for long-term success. Panel will include:

  • Randy Kenney, Product Manager | Guide Technologies
  • Frank Petrasio, Director, IBMi Group | Crossroads RMC
  • Phil Harley, CTO and General Manager | UniLink
  • Mitch Copman, Director of Sales & Marketing | UniLink
  • Sarah Butler, Director of Professional Services | UniLink


[Watch Video]

WEBINAR: Partnering for Success – ERPLX Utilization Review

Thursday, May 15, 2025, from 1:00 pm to 1:30 pm (US/Eastern)

George Moroses 0 7 Article rating: 5.0

Your ERP system needs to be well-understood to be an effective business tool, and your first step is to look at how the backbone of your company's operation is being utilized. 

Partner with Crossroads RMC for Success

Thursday, May 15, 2025, from 1:00 pm to 1:30 pm (US/Eastern)

Join Frank Petrasio and George Moroses to learn how Crossroads RMC partners with Infor clients to:

  • Maximize ERP Utilization
  • Enhance Productivity
  • Improve Efficiency
  • Optimize ERP Investment
  • Drive Business


Partnering with Crossroads RMC is critical to success.

 →​​Register Here 

Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

Kathy Barthelt 0 12705 Article rating: 5.0

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. ...

Infor LN & Baan Tips & Tricks for FINANCE: Cash Flow Statements (tfgld 0123m100)

Kathy Barthelt 0 13571 Article rating: 5.0

Use this session to define or maintain cash flow statements and hierarchical structures of cash flow reasons for cash flow statement reports. 

On the Cash Flow Reasons by Statement tab, you can select cash flow reason groups and cash flow reasons to build a hierarchical structure of cash flow reasons for the cash flow statement report.

To link a child cash flow reason group to a parent cash flow reason group:

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Data Sharing Methods (Advantages and Disadvantages)

Kathy Barthelt 0 7246 Article rating: 5.0

Depending on the multicompany scenario you choose, an implementation team must decide whether or not tables must be logically linked or if data must be synchronized in another way to achieve availability of data across various companies. 

There are 3 ways in which data may be shared among companies. Here are some advantages and disadvantages of each:

  1. Logical Table Linking -

  2. Data Replication -

  3. Manual Syncronization -

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Tips:  LX | BPCS | M3

Ok… so you want to know the status of a specific shop order that was released two days ago.

What do you do?

It’s a sure bet that you have a manager, supervisor, or planner who can walk the floor and find the order at whatever work center it happens to be at. He/she can then answer “what operations have been completed and how many were completed?” All this requires leg work, and of course, a fair amount of time.

Now, if you have set up your BPCS master files properly, and you report transaction activity, you should be able to get those shop order statuses much faster using the SFC300 Shop Order Inquiry Screen.

At your fingertips you can see:

  • Release date & due date
  • How many hours remain in total and at each operation
  • The quantity required, what was finished, and the remaining quantity
  • What components (materials) have been issued

Pretty basic information, right? Are you getting what you need to know? If not, then you may want to reexamine how your BPCS files are set up and what transactions along with their frequency are captured.

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Using the “Use Up” Functionality in Infor LN

To use the ‘Use-Up’ or ‘Alternative’ functionality the correct ATP settings of the use-up item must be defined. Order Planning makes use of ATP to determine if there is still supply available. The component needs to have a CTP horizon greater than 0. Then a top down item selection should be chosen when generating order planning in order for the ATP checks to be done and for the system to plan for the correct components.

Selecting the 'top down item' box when generating order planning is essential because when order planning is generated for only the top level item the components aren't "really" planned for. But when a top down selection is run, the system goes through the BOM and plans for each component accordingly.

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Kathy Barthelt

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