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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

Infor LN & Baan Tips & Tricks for OPERATIONS: Revisions and approval

Kathy Barthelt 0 16484 Article rating: 5.0

Note that the Bill of Material and Routing are revision controlled. When a structure is generated for the first time, a first revision is made with status New.

If the Approve Structures Automatically check box is selected in the Job Shop Master Data Parameter (tirou0500m000) session, the revision is created with status Approved.

If the structure is regenerated, the current revision status determines the result:

  • If the status is New, this revision is overwritten
  • If the status is Approved, a new revision is created

Infor LN & Baan Tips & Tricks for TECHNOLOGY: LN Report Archive

Kathy Barthelt 0 17091 Article rating: 5.0

LN Report Archive Solution Overview

The LN Report Archive solution allows you to archive printed reports for long-term access and reprinting, even years after their original print date.

This is especially valuable for external documents such as invoices, purchase orders, and other reports sent to customers or suppliers. In some countries, the ability to reprint these documents for up to 10 years is a legal requirement.

Key Features:

  • Report Archiving:...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: New Features in 8.4.2

George Moroses 0 24487 Article rating: 5.0

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Infor LX/BPCS Tips & Tricks for OPERATIONS: New IDF Inquiries

George Moroses 0 25107 Article rating: 5.0

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Infor LX / BPCS Tips & Tricks for FINANCE

George Moroses 0 12812 Article rating: 5.0

Finance:  Enhancement Summary: Tax Code Table Window (WINZRTD)

Overview
A significant enhancement has been introduced to the Tax Code Table window (WINZRTD) to improve usability, accuracy, and customer support capabilities within the Finance module. This update includes new tax rate visibility features, streamlined prompts, and improved integration across the Order Entry and Purchase Order modules.

Enhancements Introduced

1. Tax Code Table (WINZRTD)

  • Added ‘Total Tax Rate’ column to...

Crossroads RMC is proud to announce an integration with Transcepta software and Infor LX!

Frank Petrasio 0 6048 Article rating: 5.0

Transcepta helps companies eliminate inefficiencies and gain control over their operations. We know that teams are under constant pressure to reduce costs, improve cash flow, and increase visibility, without adding more complexity. Transcepta's AI-driven AP automation platform eliminates manual processes, empowering businesses to increase profitability and make faster, more data-driven decisions.

NOW, this rich functionality is available to Infor LX users!...

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Is Your ERP Environment Ready for What's Next?

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:

  • Are systems connected and sharing information efficiently?

  • Where are manual processes creating delays?

  • Does reporting provide the visibility needed to make timely decisions?

  • Can the current environment support future growth?

The answers often reveal opportunities that can deliver value immediately, regardless of whether cloud migration is part of the long-term strategy.
 

Modernization Is a Journey

Many manufacturers take a phased approach to modernization.

Some begin by improving integrations between systems.

Others focus on reporting and analytics to improve visibility and decision-making.

Some explore cloud-based services while continuing to leverage their existing ERP investment.

The goal isn't simply to move applications to a new platform. It's to create a more connected, scalable environment that supports the business for years to come.
 

Planning Your Cloud Journey

As cloud adoption continues to grow, many organizations are evaluating what a migration path might look like.

Infor's Leap program was created to help customers take a structured approach to cloud modernization through readiness planning, industry best practices, and a defined migration framework.

Whether a move is months away or several years down the road, understanding the available options can help organizations make informed decisions and reduce risk.
 

Where Crossroads RMC Fits In

Every manufacturer's environment is different.

That's why the first step isn't choosing a cloud platform. It's understanding your business processes, integrations, reporting requirements, and long-term objectives.

At Crossroads RMC, we help manufacturers evaluate their current environment, identify opportunities for improvement, and develop a roadmap that aligns technology investments with business goals.

Sometimes that roadmap includes cloud migration.

Sometimes it starts with integration, analytics, or process improvements.

The important thing is having a plan.
 

Final Thoughts

Modernization looks different for every organization. For some, it's cloud migration. For others, it's improving integrations, analytics, or business processes.

The important thing is having a roadmap that aligns technology investments with business goals.

If you're evaluating what's next for your ERP environment, we'd be happy to share what we're seeing and help you explore your options.

Start the conversation

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