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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

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

Kathy Barthelt 0 13133 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 24838 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 17041 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>

DON'T MISS - 8 Ways to Modernize your IBM i Product– Topic #3 of 8: Best practices in integration for the office of finance (Part 2)

Thursday, May 30, 2024 - 10am EST | 9am CST | Duration: 30 minutes

George Moroses 0 15919 Article rating: 5.0

Get ahead of the curve with a seamless, comprehensive integration strategy that surpasses other competitive solutions. In part two of this webinar, join our discussion of best practice integration tricks and solutions from a fellow customer’s office of finance. Understand what makes their integration approach effective and review best practices in integrating your IBM i solution to other office of finance solutions (F9/EPM/Birst/GRC).

Hosted by Peg Tuttle from the IBM i podcast, “The Incredible i Show”. 

  • How version upgrades have tightened internal control loopholes.
  • Structural IBM i advancements designed to safeguard your organization.
  • IBM i ecosystem solutions that strengthen both data and access vulnerabilities.

Don't miss this fourth fireside chat, Eight Ways to Modernize your IBM i product – Topic #3 of 8: Best practices in integration for the office of finance (Part 2). Register today!

Register today!

Customer Appreciation Day Giveaway

Crossroads RMC 0 10413 Article rating: 5.0

🎉 Customer Appreciation Day Giveaway 🎉

At Crossroads RMC, our success is built on the trust and support of our amazing customers like you. As a token of our gratitude, we're excited to announce our Customer Appreciation Day Giveaway!

If you've done business with us in 2024 or engaged in a project by 5/17/24, you're automatically entered for a chance to win 1 of 4 prizes from our exclusive giveaway. Three lucky winners will be selected at random to receive a fantastic prize!

🏆 Winner picks 1 of 4 Prizes:

1. KardiaMobile EKG Monitor
2. Mini Projector by NICPOW
3. Solo Stove Tabletop Fire Pit
4. Apple AirTag 4 Pack

Entering is easy:

ATTENTION INFOR LN USERS! 📢 LN NAUG Face-to-Face Annual Meeting 2024

May 14-16, 2024 | Chicago Marriott Naperville | Naperville Illinois

Kathy Barthelt 0 15041 Article rating: 5.0

Join us at LN NAUG: LN North America User Group Event - May 14-16, 2024

This three-day event promises valuable LN ERP insights, networking opportunities, and the chance to engage with industry experts. 💡

  • Are you interested in learning more about Infor LN ERP, CloudSuite Industrial Enterprise, and associated products?
  • Would you like to connect with other LN users who face the same ERP challenges that you do?
  • Could other LN customer experiences help your organization navigate a complex implementation project?

If you answered YES to any of the above questions, then the LN NAUG Face-to-Face Annual Meeting on May 14-16, 2024 is THE event for YOU!

Conference Agenda > https://www.lnnaug.org/events/2024-f2f-annual-meeting

Conference Hotel
Marriott Naperville
1801 N. Naper Blvd, Naperville IL 60563

[Register Now>]

[Learn more]


SILVER PARTNER

DASHBOARDS for IBM i WEBINAR

See it. Understand it. Discuss it.

Anthony Etzel 0 13828 Article rating: 5.0

Are your numbers telling the full story? Discover the power of dashboards in our recorded webinar from 5/2/2024: "Unlocking Business Insights with Dashboards" Numbers are just the tip of the iceberg; the real insights lie beneath, in the 'how' and 'why'. Imagine presenting your manager with a dashboard that not only showcases the figures but also unveils the backstory behind them. Picture revealing that the 3rd shift was short-staffed for over a week, or that a material shortage caused order fulfillment delays, or that quality issues triggered extensive rework, impacting subsequent production runs. How do you unearth all this crucial information without consulting every individual involved?

The Answer:  D A S H B O A R D S !

[Watch Video] Webinar: Business Insights Made Easy With Dashboards...

Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items

Kathy Barthelt 0 23002 Article rating: 5.0

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service...

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Tips:  LX | BPCS | M3

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

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
Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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