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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

Unlocking the Full Potential of Your LX/BPCS Investment - Embrace the Cloud for Enhanced Connectivity

At Crossroads RMC, we understand that our clients are fiercely loyal to Infor LX/BPCS because of its breadth of capabilities, reliability, and efficiency. Simply put, it stands as an indispensable tool for your business operations.

Thanks to our new partnership with Aleran Software, we’ve made it easy and affordable to extend your LX/BPCS investment with a suite of modern, cloud-based sales tools, including:

  • Aleran Software Mini DemoCustomer/Dealer Portal Capabilities: Empower your customers and dealers with intuitive portal access.
  • Streamlined CPQ (Configure, Price, Quote): Simplify complex configurations and pricing processes.
  • Efficient Sales Order Management: Centralize all cart activities, quoting, and sales orders for seamless operations.
  • Sales-Focused PIM (Product Information Management): Store vital sales-driving information for enhanced decision-making.
  • Flexible Buying Sites: Offer unlimited buying sites tailored to customer or dealer preferences, complete with customizable price points.
  • Integrated Catalog and Tech Manual Buying: Facilitate integrated buying directly from existing catalogs and technical manuals.
     

With a modern, cloud-based deployment, Crossroads RMC can help you remove the risk and eliminate the headaches that come from traditional cost-prohibitive builds and months-long integrations. We can help you put your customers at the center of a multi-channel sales strategy with curated sales experiences, personalized promotions, and out-of-the-box fully configurable tools and features.  

Contact us today at 800.762.2077 to jumpstart your path to enhanced connectivity and sales efficiency.

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George Moroses

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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

Companies are developing procedures for entering data into an ERP system and for archiving manuals, drawings, specs, and other hard-copy documents. However, in many cases there is no defined procedures to store historical electronic data. Archiving electronic data should be an integral part of your business processes. 

Generally, archiving is the process of moving historical data from the operational environment to a special archive environment. At home, you might move old bank statements from a closet in your study to a box in the attic. At the office, you might store old hard copies of purchase orders in a room far from your own desk. Just because you no longer need the information in your daily work, does not mean you can dispose of the information. In terms of electronic data in your ERP system, archiving means moving historic data from the operational company to a special archive company; in that way, the historic data will be out of your way and safely stored. To free up disk space on your machine after you have archived the data, you can also move the historic data to an external medium.

Archiving strategy:

You can block a warehouse for inbound procedures, outbound procedures, or both. For example, you can block inbound and outbound procedures for a warehouse if the warehouse must be closed temporarily for inspection.

You can impose these types of blockings:

  • Full block: Full block on warehousing procedures.

  • Interactive block: Override blocking allowed except blocks on confirm shipment or confirm receipt.

If you impose a full block on inbound procedures...

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