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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

Moving Beyond ERP Customizations: Smarter Solutions for a Future-Ready System

Kathy Barthelt 0 6607 Article rating: 5.0

Transitioning away from ERP customizations can feel like a major hurdle—but with the right strategy, it’s not just possible, it’s powerful. Let’s cut through the noise and look at the real issues... and the smart solutions that pave the way to a leaner, more future-ready ERP.

Common Challenges (and Why They’re Not Dealbreakers)

Reliance on Custom Processes
Custom workflows often become second nature—but are they still serving you? Modern ERPs evolve with industry best practices baked in, and chances are, today’s standard features do what your custom code used to… only better.

Budget & Time Constraints
Testing, retraining, consulting—it all adds up. But the long-term payoff? Reduced technical debt, faster upgrades, and major gains in efficiency and scalability.

User Resistance
Change is hard, especially when teams are comfortable with their tools. But clear communication and a strong change management plan can turn skeptics into champions of a smarter, streamlined system.


Reality Check: Has Your Business Outgrown Its Customizations?

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF Customer Order Inquiry enhancements

George Moroses 0 16586 Article rating: 5.0

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Search by Description in Segment Value List

George Moroses 0 16553 Article rating: 5.0

This enhancement provides search capabilities on segment value description in Segment Value List window (WINGSVD).

Segment Value List (WINGSVD):

  • Converted to a standard subfile
  • New action code 10=Search

This makes it easier to locate segment values when defining segment values in Model Account Builder or Alias definition. In addition, WINGSVD has been redesigned as a subfile to enable WebTop grid capabilities.

Infor LX/BPCS Tips & Tricks for FINANCE: Increase A/P Retention Days

George Moroses 0 7447 Article rating: 5.0

This enhancement allows reconciled payables and payments to be retained in the system for over 200 years. It extends the retention period in A/P Application Control Maintenance (ACP180) to support up to five digits. This gives LX customers the ability to retain data online for significantly longer durations.

Embracing Industry 4.0: The Future of Smart Manufacturing is Here

WEBINAR - Join us: Thursday, April 17th, 2025 from 1:00 to 1:30 (US/Eastern)

Anthony Etzel 0 6832 Article rating: 5.0

We’re standing in the middle of the Fourth Industrial Revolution—Industry 4.0—a transformation that’s redefining how products are made, moved, and managed. But many companies are still operating with Industry 3.0 systems: digitized, yes, but not yet intelligent, connected, or adaptive.

So, what makes Industry 4.0 different? And more importantly—where does your company stand in this transformation?

Automation to Intelligence: The Shift from Industry 3.0 to 4.0
Industry 3.0 introduced computers, electronics, and early automation into manufacturing. It marked the beginning of digital systems and the rise of Manufacturing Execution Systems (MES) as a bridge between planning and the shop floor. Industry 4.0 takes it further: it brings interconnectivity, real-time data, and AI-powered intelligence into every corner of the industrial environment. It’s about smart factories, self-optimizing systems, and predictive capabilities that weren’t possible before.

8 Pillars of Industry 4.0:

1...

Dive Into IDF for ERP LX! - Part 2

Anthony Etzel 0 14233 Article rating: 5.0

Learn all this and more in our webinar -Thursday, March 20th at 1:00 PM Eastern / noon Central.

Presenter: Nick Olson, Crossroads RMC Solutions Consultant

In this session, we will explore customizing the User Interface:

  • Want to see only the objects you need?
    • Build a Card!  
  • Constantly recreating the same filter row criteria?
    • Build it into a Subset!  
  • Too many irrelevant or not enough pertinent columns of data?
    • Build a custom View!  
  • Need to draw attention to a particular piece of information?
    • Build a Presentation Scheme!  
  • Tired of scrolling back and forth to see key data?
    • Freeze columns!  
  • Need to add and view attachments?
    • Build an Attachment Viewer Card!

Register TODAY: https://ibmi.workoutloud.com/Event/dive-into-idf-for-lx-part-2

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Tips:  LX | BPCS | M3

Tips: LN | Baan

George Moroses

What are the biggest struggles manufacturers face with regard to tax compliance?

  • Tracking thousands of SKU numbers that cross taxability rules or vary in taxability based on state
  • Getting the rates right and filing the reports correctly
  • Surviving an audit (which in this business is inevitable)
  • Keeping track of all the smaller jurisdictions and their special districts
  • Ensuring a seamless process that is audit-able
  • Figuring out what is taxable and what isn’t
  • Tracking use tax

As with other manufacturing processes, having a repeatable, consistent process with sales and use tax compliance means automation. Automating sales and use tax compliance with a solution that ensures that consistent, accurate process means a solution that delivers:

  • Accurate sales and use tax calculations for collections that take into account product taxability, location, rules and regulations.
  • An exemption certificate management process that enables digital collection and storage of exemption certificates as well as transaction association and timely renewals.
  • Flow-through returns processing that provides a liability worksheet for review for each return filed, empowering your company to have oversight and visibility to all your sales and use tax liabilities and remittance.
  • Best practices in managing your sales and use tax processes and easy access to all data in case of an audit.
  • Up-to-date sales and use tax rates and information.

Using an automated solution for sales and use tax compliance helps manufacturers and distributors stay up-to-date with the latest changes in sales and use tax information. Consistency, repeatability, and accuracy help to reduce audit risk and potential negative assessments. Critical features to look for in an automated solution:

  • Easy integration with your back-end financial applications and/or inventory management software.
  • Ecommerce integration capability.
  • Geospatial technology to ensure “to the rooftop” level accuracy for locations.
  • Accuracy and speed.
  • Accessibility of information—anywhere, anytime.

Contact Crossroads RMC to learn how the Avalara - AvaTax integration can benefit your company. 800.762.2077​

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