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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

Staff Augmentation: Knowledgeable ERP Staff Quickly

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 6783 Article rating: 5.0

So... your staff is working on a critical project for your top customer, and in order to maintain customer satisfaction and complete the project on-time, you are faced with the immediate need for additional staff. You know that the recruitment process takes way too long, and that it's virtually impossible to find highly qualified employees that won't need lengthy training to bring them up to speed on your ERP system, let alone your business. 

What if... your ERP system is dragging and you know you are behind on installing updates that are likely to improve system performance, but your IT guy is working on something else of importance and can't perform the upgrade?

Either of these scenarios sound familiar? 

Staff Augmentation ensures that...

Infor LN & Baan Tip: What Data Can Be Archived or Deleted?

Kathy Barthelt 0 9835 Article rating: 5.0

From time to time, your employees need access to information related to logistical and financial transactions that have occurred in the past. Before you archive or delete this information, you must understand the need for this information. Baan and LN contain standard archiving sessions in the major modules that tend to have a high volume of historical transactions. These sessions are designed to copy historical data to the archive company, and then delete the data from the operational company.

You have three options in archiving sessions...

Infor LX & BPCS Tip: Can’t Select Orders for Pick Release or Pick Confirm?

George Moroses 0 8195 Article rating: 5.0

Orders that are on credit hold, customer hold, user hold, margin hold, credit card hold or pricing hold cannot be selected for Pick Release or Pick Confirm. The ORD952B, Orders Not Selected Report, can be requested at Pick Release or Pick Confirm to list any order that would normally qualify for selection, but has been excluded for other reasons, and to print that reason. ORD952B has been modified to validate the hold status of the original customer order, and to print a reference to the original customer order along with the reason.

Infor LN & Baan Job Management

Baan IV, Baan V, Infor LN

Kathy Barthelt 0 7824 Article rating: 5.0

You can use job management to schedule jobs based on your organizational requirements. For example, you can schedule jobs at non-peak hours to improve the overall system performance in a heavily loaded environment. A job consists of one or more sessions or shell commands, or both, that run without user interaction. The sessions and shell commands in a job can be started while you are not logged on to the ERP system. You can schedule jobs to start processes periodically, at a defined interval, or immediately. Typically, you use job management for...

Infor LN & Baan Tip: Barcodes for Any Baan and Infor LN  Report – Did you know?

Kathy Barthelt 0 13496 Article rating: 5.0

Did you know that you can print 1D and 2D barcodes on any Baan or Infor LN report along with QR Codes?

Please refer to:

  • KB 22881483 for Baan
  • KB 22924522 for Infor LN


​Still, need help? Contact Crossroads RMC today and we’ll be glad to walk you through it or take care of it for you.

800.762.2077  |  solutions@crossroadsrmc.com

Update from Infor Community: inPOWER 2022 – When is it, What is it, Where is it, and Why attend?

George Moroses 0 10968 Article rating: 5.0

Join the LX User Group Board and Dave Rapacz, LX Product Manager, to learn more about the details of the first in-person event since 2019, inPower 2022.

July 12, 2022 11:00pm CT | 12:00pm ET 

They will discuss what to expect at inPower 2022 and the value to the attendees.

Register today via the community calendar...

Infor LX & BPCS Tip: Enterprise General Ledger (EGL)

George Moroses 0 12359 Article rating: 5.0

Enterprise General Ledger (EGL) provides audit attributes to track journal entry changes and approvals.

To implement this enhancement, you can request and apply MR 81026.

This enhancement provides audit attributes for the last maintained user, date, time, and approval user, and date, and time on the Financial Journal Entry and Financial Journal Entry Lines. This audit function provides visibility to who and when the journal was last maintained and to who and when the journal was approved.

The programs or areas impacted include:

  • Financial Event
  • Financial Journal Entry
  • Financial Journal Entry Line
  • Financial Journal Entry Detail Line
  • Post Multiple Events

Infor LN & Baan Tip: Company versus Site

Kathy Barthelt 0 13933 Article rating: 5.0

Watch this short video created by Infor which discusses the single/multi-logistic and finance concepts from Baan IV and Baan V and how that has changed in Infor LN with the introduction of Sites. With the Site concept and especially with the Job Shop by Site concept much more flexibility is provided.

Click to play Company versus Site Infor Video (16:19)

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Tips:  LX | BPCS | M3

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

Determining whether to use Master Production Schedule (MPS) planning or Material Requirements Planning (MRP) planning for items in Infor LX and BPCS involves understanding the nature of the items and their demand characteristics.

Master Scheduled Items typically encompass finished goods or service items. These items receive their requirements either from Independent demand, Dependent demand, or a combination of both...

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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