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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

Industry Insight: Why ERP Data Stays Siloed, and What to Do About It

Frank Petrasio 0 382 Article rating: 5.0

Industry Insight: Why ERP Data Stays Siloed, and What to Do About It

Most manufacturers don't have a data problem. They have a connection problem.

Production data lives in one system. Sales and customer data lives in another. Finance runs somewhere else entirely. Each system does its job well on its own, but without a way to connect them, the organization never gets the full picture, and neither do the people trying to run the business.

Why This Happens
ERP systems are often the core of a manufacturer's operations, but they rarely operate alone. Over time, businesses add third-party software for CRM, e-commerce, warehouse management, EDI, and more. Each addition solves an immediate need, but without integration, it also creates another silo.

The result is familiar across manufacturing: teams end up manually re-entering data between systems, waiting on reports that should be immediate, and making decisions without visibility into what's happening elsewhere in the business.

Integration vs. Enhancement
There are two ways to close this gap, and they solve different problems:

  1. ERP Integration connects your ERP to the third-party software you use every day, creating a single source of data instead of several disconnected ones. Whether it's a one-way, two-way, or complex systems integration, the goal is the same: eliminate errors, reduce manual entry, and give everyone access to the same real-time information.
  2. ERP Enhancement goes a step further, creating new functionality or modifying existing functionality within the ERP itself, so the system matches how your business actually operates rather than forcing your business to adapt to the system's limitations. Done right, enhancements use parameter-co

Crossroads RMC Returns to inPOWER 2026 as Platinum Sponsor

September 14-17 2026 | Pewaukee, WI

Frank Petrasio 0 305 Article rating: 5.0

inPOWER 2026: Join Us in September!

📅 Event Dates: September 14-17 📍 Location: Ingleside Hotel, Pewaukee, WI

Join us at the highly anticipated inPOWER 2026 conference, where LX and BPCS customers connect to solve real problems and shape what's next for their ERP environment.

Stop by the Crossroads RMC booth

Crossroads RMC is proud to return this year as a Platinum Sponsor of inPOWER. As the trusted Infor partner with the largest Infor LX and BPCS practice in the United States, we've spent 40+ years helping manufacturers like you get the most from your ERP investment.

Whether you're planning a move to the cloud or looking to extend what you already have, our proven add-on solutions, deep consulting expertise, and growing network of partner integrations are designed to reduce costs, improve quality, and drive growth across your entire operation.

  • LX/BPCS/IBM i Support Services – Scale your business with expert ERP assistance.
  • Cloud Migrations and Upgrades – Learn best practices for smooth transitions.
  • Infor OS Consulting – Unlock the full potential of your Infor OS environment.
  • Paperless Shop Floor Solutions – Streamline and digitize your shop floor.
  • Real-Time Dashboards – Gain clear visibility into your operations.
  • Inventory Tracking – Take control with cutting-edge tracking solutions.
  • AI Readiness – Prepare your organization for the future with AI strategies.

We bring everything you need under one roof, because we focus on you so you can focus on what you do best.

See you at inPOWER!

👉 Register today!

Infor ERPs: Helping Operators Get it Right the First Time

Shane Grumbles 0 483 Article rating: 5.0

Getting It Right the First Time: How Digital Work Instructions Are Changing the Shop Floor

For manufacturers running lean crews and tight schedules, small process breakdowns rarely stay small. A misread step, an outdated instruction sheet, or a new hire without enough guidance can lead to rework, scrap, or a missed deadline. The question isn't whether these issues will happen. It's how much they cost when they do.

Visual Job Execution (VJES) was built to close that gap.

What VJES Does

VJES delivers real-time work instructions, images, and videos directly to the shop floor, giving operators exactly what they need at each step of a job. Rather than relying on printed instructions that can go out of date or get left at the wrong workstation, operators always see the current, approved version of the job in front of them.

VJES works as a stand-alone system, but integrating it with your Infor ERP takes it further, turning it into a full data capture and traceability tool. Every step, every completion, and every performance metric ties directly back to your ERP, giving you visibility into shop floor operations you didn't have with paper.

Why It Matters

Getting a job right the first time isn't just about avoiding mistakes. It's about consistency across shifts, faster ramp-up for new employees, and confidence that the work being done matches the standard it's supposed to.

That shows up in the numbers. Manufacturers using VJES have seen:

  • Training time reduced from 1 week to 3 days
  • Quality scores improved from 68 to 93
  • 100% first-pass yield maintained for 8 consecutive months

These aren't small gains. A new hire who's productive in days instead of weeks changes how a plant handles turnover. A quality score jump like that reflects fewer defects, less rework, and fewer surprises downstream.

Built for Infor Environments

For manufacturers running Infor LN, Baan, LX, or BPCS...

Industry Insights: Why More Manufacturers Are Replacing Paper Work Instructions

Shane Grumbles 0 1335 Article rating: 5.0

For years, paper work instructions have been a standard part of manufacturing. They were easy to distribute, simple to update, and familiar to operators.

But manufacturing has changed. Products are more complex, customer expectations keep rising, and as experienced employees retire, new hires often need to become productive faster than ever before. As a result, many manufacturers are rethinking how information is delivered on the shop floor.

The Challenge with Paper

Paper work instructions create several common challenges:

  • Multiple versions of the same document
  • Outdated instructions remaining at workstations
  • Time spent searching for the correct information
  • Longer training periods for new employees
  • Inconsistent processes between operators

On their own, none of these seem like a major problem, but together they add up to real quality and productivity issues.

A Shift Toward Digital Work Instructions

One trend we're seeing across the manufacturers we work with is a move toward digital work instructions. Rather than relying on printed documents, operators receive the latest approved instructions directly at their workstation, along with supporting images, videos, and other visual aids. This helps ensure every operator is working from the same information, every time.

Manufacturers making this shift are also gaining new capabilities they didn't have with paper: capturing production data directly from the shop floor, improving traceability, and supporting standardized work across shifts and facilities.

What Manufacturers Are Reporting

Industry Insights: Planning Your Cloud Journey Together

Crossroads RMC 0 1190 Article rating: 5.0

Cloud migration can feel overwhelming, especially for organizations that have invested years in building and refining their ERP environment.

Infor's Leap program was designed to help organizations evaluate modernization opportunities through cloud readiness planning, industry-specific best practices, and a structured implementation approach.

The most successful cloud journeys begin with a clear understanding of your business objectives, integrations, reporting requirements, and long-term growth plans.

Whether you're actively evaluating cloud options or simply planning for the future, Crossroads RMC can help you assess your current environment and understand the available paths forward.

Learn more about Infor Leap

→ Contact Crossroads RMC to discuss your modernization strategy

Is Your ERP Environment Ready for What's Next?

Crossroads RMC 0 2328 Article rating: 5.0

For many manufacturers, ERP has been the foundation of their business for years. It manages orders, inventory, production, purchasing, and financials. But as technology and business demands continue to evolve, many organizations are beginning to ask a different question:

Is our ERP environment ready for what's next?

For some, that conversation includes cloud migration. For others, it's about integration, visibility, analytics, or supporting future growth.

The good news is that modernization doesn't have to start with a major migration project.

Start with the Business, Not the Technology

One of the biggest misconceptions about modernization is that it begins with selecting a new platform.

In reality, the most successful projects begin by understanding the business challenges you're trying to solve.

Questions worth asking include:

Integration Services: Connecting What Matters

Kathy Barthelt 0 1015 Article rating: 5.0

Disconnected systems don’t just create inefficiencies, they limit visibility, increase risk, and slow growth.

Across Infor LN/Baan and LX/BPCS environments, we help manufacturers connect their ERP with key business platforms so data flows accurately and in real time.

Quick Insight

Integration challenges are rarely about tools, they’re about how systems are connected and how data flows between them. When integration is built around your ERP, it creates a reliable foundation for efficiency, visibility, and scalability.

Real-World Example

A leading U.S. based pharmaceutical manufacturer needed to connect their Infor ERP with external platforms to eliminate manual processes and support growing volume.

Crossroads RMC implemented an ION-based integration that automated data exchange and created a secure, bi-directional flow of information.

The result:

  • Eliminated high-volume manual entry
  • Reduced errors and improved accuracy
  • Increased visibility into key processes
  • Enabled scalable growth without adding resources

→ Read the full case study


If you’re looking to connect systems more effectively or support growth without added complexity, we’d be happy to share what’s working.

Talk with our team 1.800.762.2077

Industry Insights: Simplifying Integration Across LN and LX with Infor ION

Kathy Barthelt 0 3133 Article rating: 5.0

Why this matters

Many integration challenges come from systems that don’t communicate effectively. Data is often duplicated, delayed, or manually transferred between applications, creating inefficiencies and limiting visibility.

What this solves

Infor ION provides a structured way to connect applications and enable consistent data flow across your environment, helping reduce manual processes and improve how information is shared.


How it works

Infor ION acts as a central integration layer, allowing systems to communicate using standardized messages.

In Infor LN, ION is natively integrated, enabling streamlined data exchange across applications.
In Infor LX environments, ION can be used as part of an integration strategy to connect ERP with external systems and platforms.

This enables:

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Can accounts receivable invoices be uploaded into LN using Excel?
Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice headerexport it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail.

1a. Open the transactions (tfgld1101m000) session and create a batch.

1b. Insert a transaction type, used for creating sales invoices, like ACR, and open it.

2a. The Sales Invoices (tfacr1110s000) session starts. Maintain the invoice header and save it. For example sales invoice ACR 4497.

2b. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

2c. In the excel file created during previous step, add the headers for the invoices to be uploaded. Notice if for the transaction type the Documents in Fixed Sequence checkbox is ticked in the Transaction Types (tfgld0511m000) session, the document number for the not-yet existing invoices to be imported in LN should be equal to the default series for this transaction type. Otherwise, so if the Documents in Fixed Sequence checkbox is not ticked, the desired document numbers can be maintained in the excel file.

2d. In the Sales Invoices (tfacr1110s000) session in the Actions menu select Export and Import -> Settings, and make sure the Import Only in This View checkbox is NOT ticked. Then select in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it. Afterwards the invoice headers should be visible in the Sales Invoices (tfacr1110s000) session.

3a. Navigate to the first invoice, select Lines. The Transactions (tfgld1102m300) session opens. Maintain at least 1 line and save it.

3b. Open the line created in the prior step. Notice the detailed version of the Transactions (tfgld1102m300) session opens.

3c. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

3d. In the excel file created during previous step, add lines for the header invoice numbers as available in the Sales Invoices (tfacr1110s000) session (as per step 2d).

3e. In the detailed version of the Transactions (tfgld1102m300) session in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it.


OPERATIONS: MPS Planned vs. MRP Planned
When deciding what items should be MPS (Master Production Schedule) planned and what items should be MRP (Material Requirements Planning) planned, it's crucial to understand the nature of the items and their demand sources. Here's a breakdown:

  • Master Scheduled Items:

    • Master Scheduled Items are typically finished goods or service items.
    • These items receive their requirements from both Independent and Dependent demand sources.
       
  • Independent Demand:

    • Independent demand cannot be calculated from higher-level demand in the product structure.
    • It is driven by forecasts or actual customer orders, primarily applicable to Finished Goods or Service parts sold to customers.
       
  • Dependent Demand:

    • Dependent demand is derived from higher-level demand in the product structure.
    • It includes components, raw materials, and sub-assemblies.
    • Dependent demand items are not typically part of Master Production Scheduling (MPS).
       
  • Service Parts:

    • Service parts can have both independent demand from forecasts or customer orders and dependent demand from higher-level demand if they are used in sub-assemblies or other products.
       
  • Cumulative Lead Time:

    • Cumulative Lead Time is a concept used in MPS.
    • It combines the fixed lead time and variable lead time required to produce a product.
    • It represents the longest path through a Bill-of-Materials (BOM).
    • Your ERP system will calculate the cumulative lead time (Critical Path) based on MPS setup options.
       
  • Infor LN Approach:

    • Infor LN does not differentiate between MPS and MRP planning.
    • It uses Enterprise Planning (EP) with one set of planned orders.
    • While you can set up items and generate orders at plan levels, it's not always necessary.
    • In theory, you could treat plan level 1 similar to MPS items.
       
  • Defining Independent Demand in LN:

    • In LN terms, independent demand is demand not related to other planned items.
    • Dependent demand comes from related planned items higher up in the BOM structure.
       
  • COLT (Cumulative Order Lead Time):

    • COLT exists in the purchase and manufactured planned items.
    • It considers non-critical and critical lead times based on components marked as critical.
    • Once calculated, COLT can be used to update the order and planning horizons of a planned item.

Relevant Sessions:

In Baan IV:

  • Maintain Item Data (tiitm0101m000)
  • Generate MPS (timps3201m000)
  • Maintain Master Production Schedule (timps3101m000)
  • Display Planned Inventory Movements by Item (timrp1510m000)
  • Display Planned MRP Purchase Orders (timrp1521m000)

In Baan V:

  • Plan Item Data (cprpd1500m000)
  • Item Master Plan (cprmp2101m000)
  • Time-Phased Overview (cprrp0520m000)

In Infor LN:

  • Item – Planning (cprpd1100m000)
  • Item Master Plan (cprmp2101m000) - Same as Master MPS if used


TECHNOLOGY: Are you running the latest Infor components?
Always good to stay on top of new releases for your various Infor components. Here is a list of knowledge base articles that you can check for the components listed below:

For the last Infor LN, Infor Baan5, and Infor Baan4 porting set see KB 22923520

For the last BaanIVc 6.1c porting set see KB 22923521  No fixes are made based on the 6.1c porting set.

For the last Worktop set see KB 22881488 For the last BW set see KB 22881483 For the last EME set see KB 22866552 For the last Office integration set see KB 22867312 For the last Dynamic Form Editor see KB 22881485

For more information and assistance, you can contact Crossroads RMC at 800.762.2077 or via email at solutions@crossroadsrmc.com.

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Kathy Barthelt

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