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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 LX / BPCS Tips & Tricks for Executives

Finance | Operations | Technology

George Moroses 0 15027 Article rating: 5.0

Finance: Cost Rollup by Effective Date
Allow the load standard cost from routing and cost rollup programs to process as of a specified effective date.  With the addition of an optional effective date parameter to prompt screens for cost rollup CST500 and load standards from routing CST600. If entered, only consider bill of material components and routing operations with effective and discontinue dates that make them effective as of the entered parameter effective date.


Operations: Outside Operation Purchase Order Include Vendor Item Number
Copy the vendor item number from the vendor quote to purchase orders created automatically from outside operations of shop orders. During the process of automatically creating purchase orders from outside operations of shop orders, copy the vendor item number from the vendor quote to the purchase order line. With this change, looking at a purchase order that was created automatically for an outside operation of a shop order, the vendor item number from the vendor quote will be visible on the purchase order line.


Technology: Group Security for ILM501 Inbound Delivery Maintenance
Add function key / action code security to control who is authorized to create/revise/delete functions in ILM501 Inbound Delivery Maintenance.  With added Group Security, managers can control which users are authorized to create, change and delete deliveries in ILM501 Inbound Delivery Maintenance.

Infor LX / BPCS Tips & Tricks for OPERATIONS: Outside Operation Purchase Order Include Vendor Item Number

George Moroses 0 14875 Article rating: 5.0

Operations: Outside Operation Purchase Order Include Vendor Item Number

Copy the vendor item number from the vendor quote to purchase orders created automatically from outside operations of shop orders. During the process of automatically creating purchase orders from outside operations of shop orders, copy the vendor item number from the vendor quote to the purchase order line. With this change, looking at a purchase order that was created automatically for an outside operation of a shop order, the vendor item number from the vendor quote will be visible on the purchase order line.

Infor LN & Baan Tip: Propagating Unused Sub-Accounts

Kathy Barthelt 0 27078 Article rating: 5.0

You can use this procedure to find accounts that have a valid sub-accounts group but no corresponding general ledger chart account records. This action creates the general ledger chart account record for the account and sub-account combination. This action does not add the accounts to charts.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Sub Account tab.
  3. Select Actions > Propagate Unused Sub Accounts.
  4. Select the finance enterprise group and click OK.

Sub-accounts are added according to group if they have been defined on the accounts. The resulting account can be added to the charts.

Reskilling and Upskilling Your Staff – Why You Shouldn’t Ignore This

Kathy Barthelt 0 13099 Article rating: 5.0

According to the World Economic Forum, half of all employees will require significant reskilling or upskilling by 2025.

For many of you, your Infor ERP system was implemented 5, 10, 15, or even 20+ years ago. Now, there are only a handful of people left from that implementation, if any at all. Since most of your "how and why" walked out the door, how much longer can you rely on “tribal knowledge”? While many companies understand the importance of employee training, implementing that training remains a challenge. What’s the best way to proceed, you ask?

Reskill and upskill your staff with your go-to experts at Crossroads RMC!

Crossroads RMC's consultants deliver highly impactful, focused training that shows an immediate benefit. Contact us to discuss a training plan that is right for your business. Call us at 800.762.2077.

Training & Workshops:

Still not convinced? Check out this article which provides several great reasons to make training a priority for your staff: 12 Benefits of Training Employees In the Workplace.

Infor LN & Baan Tip: Outbound Order Lines

Kathy Barthelt 0 24765 Article rating: 5.0

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may impact the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed:

inPower 2024 - Join Gold Sponsor Crossroads RMC

Monday Sept 23 - Thursday Sept 26, 2024 | The Ingleside Hotel, Pewaukee WI

Frank Petrasio 0 16977 Article rating: 5.0

Crossroads RMC is a Gold Sponsor of the upcoming inPower 2024

Registration is now open. Join us for hands-on workshops, product roadmaps, customer-led and educational deep dive sessions, and more. Many individual vendors will offer specific solutions to make life easier for the Infor LX users. Don't miss this chance to elevate your skills, enrich your network, and shape the future of your business.

Format: The general flow of the conference will be similar to 2023, with the addition of Enterprise Integrator educational sessions on Monday and expanded educational content on Wednesday, due to popularity in 2023.

Full agenda coming soon! 
Agenda Sneak Peak

inPower 2024 sneak peak slide

📅 Event Dates: September 23-26 📍 Location: Ingleside Hotel, Pewaukee, WI


🚀 Pricing & Registration>

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

Tips: LN | Baan

An ERP System Review is NOT a Report Card

It's a no-judgment-review - we promise!

report card C minusWe all remember our school days and the nervousness that we felt when it came time to get our grades. Even if we were doing well, we were still nervous. Sometimes we experienced that same nervousness when it came time for a performance review on our job. Nervousness…sometimes dread…knowing that our performance was not what we wanted it to be, or others expected it to be. 

Somehow I think the feelings that we felt in our past often find ways to creep into our present. I have seen this recently when I suggested an ERP system review to one of our customers. They immediately became flustered and thought about every possible problem that they knew existed within the software and how they were currently using it. I asked them to consider the purpose of the ERP system review.

An ERP Utilization Review will:

  • Document how your company is using your ERP system (or a particular aspect of the system) and to what extent the system meets the needs of the business.
  • Identify challenges encountered using the software.
  • Create opportunities for improving business processes and generating additional value.
  • Identify potential risks and areas that need improvement.


key hole to the futureSo, if the result of ERP system review is to establish a path forward for growth based on current status, then why doesn’t every company take advantage of it? I think for some, the answer lies in the feelings of nervousness and dread still stuck in the recesses of our brains.

An ERP system review or more specifically a utilization review is NOT a personal report card, or performance review showing how well a particular individual does his/hers/their job, nor is it an attack on the team that implemented the software. 

As they say, hindsight is 20/20. What we view now to be a less than ideal implementation methodology may have been absolutely appropriate at the time the software was originally deployed. The software has likely matured and the skillsets of the individuals responsible for the system have likely matured as well. In some cases, those resources are no longer with the company, leaving those that remain with no back story as to how and why implementation decisions were made.

Instead of viewing the ERP utilization review as a reason to find fault in previous decisions, think of it as discovering untapped potential – both of the ERP system and the people who use it. Viewing an ERP utilization review in this way puts a positive spin on it and allows us to challenge ourselves to identify opportunities for growth far greater than anything we imagined before. This means not only moving our businesses forward faster but also advancing the strength of the company as individuals and as a team.

What untapped potential lies within your company?

Consider a utilization review of your entire ERP system, or just a part of it like Finance, Technology, Materials Management, Order Processing, or Shop Floor Control. You just might be surprised at what greatness can be achieved… far greater than anyone could have imagined.  

Get a free phone consultation button

800.762.2077

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Kathy Barthelt

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