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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 Insights: Simplifying Integration Across LN and LX with Infor ION

Kathy Barthelt 0 24 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:

Case Study: Driving Real-Time Performance with NextTrack Insights

Kathy Barthelt 0 819 Article rating: 5.0

NextTrack Insights

Where teams struggle:

  • Limited visibility into production performance
  • Delayed or inconsistent reporting
  • Difficulty tracking scrap and efficiency
  • Data spread across systems

Quick insight
When production and scrap data are visible in real time, teams can identify issues earlier and take action before they impact performance.

Real-World Example
Manufacturers using NextTrack Insights are improving visibility, reducing delays, and driving performance across production.

→ Read the full case study

If improving visibility is a priority, we’d be happy to help.

Talk with our team 1.855-410-2334

Infor ERP Tips & Tricks: Gain Insight into Inventory Variances with Cycle Counting Analytics

Applies to: Infor LN Baan environments

Kathy Barthelt 0 1927 Article rating: 5.0

Why this matters

Inventory discrepancies are often identified, but not fully understood. Without clear visibility into where and why variances occur, teams are left reacting instead of improving processes.

What this solves

The Cycle Counting Variances session (whinh8352m000) provides a visual way to analyze inventory discrepancies, helping teams identify patterns and root causes across warehouses and counting activities.


How it works...

Infor ERP Tips & Tricks: Improve MRP Visibility with WebTop Grid Support

Applies to: Infor LX BPCS environments

George Moroses 0 1569 Article rating: 5.0

Why this matters

In MRP inquiries, limited visibility and paging behavior can make it difficult to review data efficiently—especially when working with larger datasets or modern web interfaces.

What this solves

This enhancement enables full compatibility between MRP320D Master Schedule Detail Inquiry and the WebTop Grid, allowing users to view and work with complete datasets more effectively.


How it works

Manage the Complexity of Tax Compliance

Insights from our partner Avalara

Crossroads RMC 0 1474 Article rating: 5.0

Sales tax compliance becomes more complex as businesses grow. Expanding into new markets, adding locations, selling online, or integrating systems after an acquisition can quickly introduce new tax obligations.

Many organizations find manual tax processes difficult to manage and scale. Automation can simplify compliance, improve accuracy, and reduce the risk of costly penalties.

When Compliance Gets Complicated

Changes such as the following often create new tax requirements:

• Upgrading or changing ERP systems
• Mergers or acquisitions requiring system integration
• Adding locations or warehouses
• Expanding into e-commerce
• Managing remote employees
• Selling at trade shows across multiple states

Businesses may also struggle with large transaction volumes, exempt products or customers, audit exposure, and tax obligations in complicated states.

Why Avalara & Crossroads RMC

Avalara automates tax registration, calculation, filing, and document management, helping businesses maintain compliance as they grow.

Crossroads RMC integrates Avalara directly with Infor ERP environments, enabling automated tax calculations and reporting within existing ERP workflows.

Avalara supports more than 41,000 businesses and government organizations in over 75 countries, helping organizations manage complex tax requirements while focusing on growth.

800.762.2077 | Contact Us

Infor ERP Tips & Tricks: Already Have Avalara? Integrate It with Your Infor ERP

Infor LN | Baan | Infor LX | BPCS

Crossroads RMC 0 2662 Article rating: 5.0

If your company already uses Avalara for tax compliance, you can integrate it directly with your Infor ERP system.

Crossroads RMC has developed integrations that connect Avalara’s automated tax calculation and compliance platform with Infor ERP environments, allowing tax calculations, reporting, and compliance processes to run seamlessly within your existing ERP workflows.

This integration helps eliminate manual tax processing, improve accuracy, and ensure tax compliance as your business grows.

If you’re already using Avalara and want to streamline tax automation within your ERP, Crossroads RMC can help you connect the two.

800.762.2077 | Contact Us

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cash Flow Functionality and Setup

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

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