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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 News You Can Use: Discover the Power of Advanced Planning & Scheduling with industry expert Greg Keating

Kathy Barthelt 0 10924 Article rating: 5.0

CloudSuite® Industrial APS - Effective Planning & Scheduling

Learn what it is, how it works, and how it can transform your manufacturing operations.

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Presented by

Greg Keating, Senior Solution Consultant, Infor

About this talk

Bring the future into closer focus If you are like most manufacturers today, managing your planning and scheduling resources has become a major challenge. The disrupted supply chain, workforce availability, equipment capacity, sporadic market demand, and changing customer expectations all contribute to the complexities of planning. Having the right resources available is essential for keeping production flowing and ensuring customers receive orders on time. In this session we will focus on Advanced Planning and Scheduling (APS) capabilities within CloudSuite Industrial. Our Infor expert will share: - What APS is, how it varies from traditional Manufacturing Resource Planning and the difference between Planning and Scheduling within CSI. - The basic configuration requirements needed to effectively utilize APS and available-to-promise/capable-to-promise (ATP/CTP) functionality. We'll also look at the key differences between these solutions - Examples of advanced applications that help identify accurate and reliable commitment dates.

Watch now On-Demand >

Infor On-Demand: 67min talk

Bring New Life to Your Infor LN & Baan ERP System

Kathy Barthelt 0 10336 Article rating: 5.0

Bring New Life to Your ERP System

Did you implement your ERP system 5 or 20 years ago? Back then, it was like a brand-new car—sleek, fast, and efficient. It may have needed minor adjustments, but you were very pleased. Fast forward to today, does it still have that new car smell? Does it run as efficiently as it used to?

While ERP systems are designed to last, your business evolves. Customer needs change, employees come and go, and you are left with a system that may run “fine” but lacks its original spark.

GOOD NEWS: You can restore that “new car smell” with a utilization, or business process review.

What is a Utilization or Business Process Review?

Our consultants review your Infor ERP system's current usage and related business processes to make recommendations that reinvigorate your system and its users.

Does My Organization Need One?

While every company could benefit, it's especially worthwhile if you have a specific problem to solve or a goal to achieve.

Financial Benefits Include:
Technology Benefits Include:

Join Us at inPOWER 2024!

George Moroses 0 10267 Article rating: 5.0

We are excited to invite you to the Infor user group inPower event this September 23-26, 2024.

As a Gold Sponsor, Crossroads RMC is proud to support this premier event. Here are some reasons you should attend:

  • Networking: Connect with peers and industry experts.
  • Product Updates: Discover the latest features and future roadmaps.
  • Training: Participate in hands-on workshops and expert-led sessions.
  • Problem Solving: Learn from other users’ success stories.
  • Influence: Provide feedback to Infor’s product development teams.
  • ROI: Gain insights on maximizing your Infor investments.
  • Community: Engage with special interest groups and regional user communities.

This event is a great opportunity to enhance your knowledge, solve challenges, and optimize your use of Infor solutions. Don't miss out!

What's in it for me?

inPower has something for everyone!

Technology:
Operations:
Finance:
Executives:

Infor LX/BPCS Tips & Tricks for EXECUTIVES:

George Moroses 0 17389 Article rating: 5.0

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track all order holds added & released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Security Manager

George Moroses 0 16152 Article rating: 5.0

New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves but are only allowed to access regular LX programs if granted authority by an LX security officer.

Infor LN & Baan Tips & Tricks for FINANCE: Integration Transactions - Compression

Kathy Barthelt 0 24610 Article rating: 5.0

Compression

Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value:

  • The source financial company.
  • The destination financial company.
  • The transaction type and series.
  • The ledger account and dimensions.
  • The transaction currency.
  • The fiscal year and the financial period, the tax period, and the reporting period.
  • The integration document type and the Debit/Credit indicator.
  • If related gain and loss transactions are generated, the same compression criteria are used to compress these.

Note: Intergroup transactions are not compressed.

Infor LX/BPCS Tips & Tricks for FINANCE: Default Billing Reason Code from User Order Class

George Moroses 0 17192 Article rating: 5.0

This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

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

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?
Are workarounds piling up? Are outdated custom features slowing things down? It might be time to re-evaluate. Often, organizations discover that what once required custom code can now be handled with out-of-the-box functionality.


Did You Know?

  • ERP Upgrades Can Eliminate 25%–50% of Customizations.
  • Modern ERP systems, like Infor LN and Baan, now include many features that used to require custom development.


Smart Alternatives to Customization

  • Use Standard APIs & Libraries
    Modernize without disrupting. Refactor your code to integrate cleanly with the ERP’s built-in APIs—no more core modifications.
  • Tap Into Infor Extensibility & LN Studio
    Need to tweak something? Use Extensibility for light changes or LN Studio for deeper custom apps that don’t compromise ERP integrity.
  • Simplify Integrations with Infor ION
    If your customizations are all about connecting systems, ION has you covered with seamless, low-code integration across platforms.
  • Build with RMCgen
    Need custom development? RMCgen lets you create new components without ever touching standard ERP code—flexibility and stability.
  • Get Insights with Dashboards, Not Code
    Custom dashboards deliver actionable insights without bloating your ERP. Use analytics tools to tailor views for every role.
  • Embrace Built-In Reporting Tools
    Skip the custom report scripts. Infor Report Designer, Document Management, and BIRST give you the power to build rich reports—no dev time required.


Your Custom Inventory: Time for a Health Check
Not sure where to begin? Start by assessing your existing custom components. Crossroads RMC can help you pinpoint which ones are still pulling their weight—and which can be retired or replaced with smarter tools.


💡 Let’s Talk Solutions
Ready to unlock the full potential of your ERP—without dragging legacy code along for the ride? Crossroads RMC is here to help.

📞 800.762.2077
📧 solutions@crossroadsrmc.com
💬 Or Request a Consultation to start your journey to a flexible, future-proof ERP.

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Kathy Barthelt

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