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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 TECHNOLOGY & FINANCE: Archiving Finalized Transactions

Kathy Barthelt 0 418 Article rating: 5.0

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up...

Infor LX/BPCS Tips & Tricks for FINANCE: Tax Code Table Window (WINZRTD)

George Moroses 0 373 Article rating: 5.0

Added total tax rate to accumulate the tax rate based on effective date for each tax code and added an action to display the Tax Rate Code Table window (WINZRCD). Tax Code Table subsets list of item tax codes when customer tax code is entered in Order Entry.

This enhancement provided the following new features:

Tax Code Table (WINZRTD)
Tax Rate Code Table (WINZRCD)
Order Entry (ORD700D9-06)
Purchase Order (PUR500-09 / PUR600-09)
Enhance Tax Code Table Window (WINZRTD)

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Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Optimize PUR500 for WebTop Grid Performance

George Moroses 0 251 Article rating: 5.0

Improve subfile record loading to optimize for WebTop Grid performance.
Improve subfile loading in PUR500-07 to take advantage of WebTop Grid capabilities.

This enhancement allows the WebTop Grids allow users to personalize list-type screens such as PUR500-07 to display as many records as their presentation allows.  With WebTop Grids, the PUR500 user is no longer limited by the number of records that can be displayed in a traditional green screen subfile screen.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Add Item Description to Inbound Delivery Lines Selection

George Moroses 0 339 Article rating: 5.0

Inbound Delivery Line Detail panels have been enhanced. Item Description is added to the Inbound Delivery Lines Selection screen, and the number of lines displayed on the screen has been increased.

The Item Description is displayed in the user’s language, if available, else in base language. In addition, the Item Description shown on the Inbound Delivery Lines PO Detail panel has been enabled for multi-language support, and is also displayed in the user’s language, if available.

This enhancement provides additional detail about the items appearing on an inbound delivery.

Users can now see additional detail about the items on an inbound delivery. The item description is displayed in the user’s language, if defined. The redesign of the Inbound Delivery Lines Selection panel also allows more delivery lines to be displayed to the user.

Strengthen & Streamline Your ERP LX System with INFOR LX Bolt Ons

George Moroses 0 148 Article rating: 5.0

Crossroads RMC recently participated in the INFOR LX Bolt-Ons showcase hosted by WorkOutLoud, where we presented eight powerful bolt-on solutions designed to extend and enhance the capabilities of Infor ERP LX.

Watch the recording to see how each bolt-on integrates seamlessly with your ERP system, delivering improved efficiency, stronger automation, enhanced reporting, and greater overall value across your operations.

Watch Recording> https://youtu.be/uHcR2IdYC2w?si=vrpgcuOZ3Tj0Nby7

Unlocking Potential: Why Connecting Outside Systems to Your Baan or Infor LN System is Crucial for Business Success

Kathy Barthelt 0 1192 Article rating: 5.0

In an era of rapid digital transformation, having a robust enterprise resource planning (ERP) system like Baan or Infor LN is a solid foundation. These systems are powerful data repositories and transaction engines. However, their true power is often limited when they operate in isolation.

Connecting your core ERP system to other, specialized applications—whether a customer relationship management (CRM) platform, an e-commerce site, a warehouse management system (WMS), or even a specialized QMS—is no longer a luxury; it's a strategic necessity. This integration transforms your ERP from a single source of truth into the central nervous system of your entire operation, enabling seamless data flow, improved decision-making, and enhanced efficiency.

Here’s a breakdown of the advantages, potential disadvantages, and what your business stands to gain.

The Major Advantages of System Integration

Connecting disparate systems offers a wealth of benefits that can fundamentally change how you operate:

1. Enhanced Data Accuracy and Real-Time Visibility...

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Tip of the Week: Ways to Manage the Pain of Losing a Key Employee Before it Ever Happens

  • Sit down with your IT team. Decide how the information will be captured and where it will be stored so that employees have access to it. What software tools need to be used to capture the information? How does it need to be organized? Create a repeatable process to make this easy for your staff.
     
  • Interview the person. Have them talk you through his/her job. What are the things they do every day? What are their biggest challenges? How do they overcome them? 
     
  • Have someone shadow the person for a week. Watch what they do and how they do it. Ask questions. Who does he/she interact with in their department? Outside of their department? Why?
     
  • Find out what tools he/she uses to perform their job? Are there spreadsheets?  Reports within your ERP / outside of your ERP? Separate stand-alone databases? Drawings? Websites? Why does he/she use them?
     
  • Video record how the person does their job. Is their technique critical to “doing it right” the first time and not ending up with a bunch of scrap that you can’t reuse?
     
  • Figure out if the person does anything special on a monthly, quarterly, or annual basis that might not come up during the observation period or interview. 
     
  • Map how he/she uses your business system and how that impacts the rest of the company. Understand both the “what” and the “why”. Without this, new employees may end up figuring out what they need to do, but never understand why they need to do it.

Optimize Your Manufacturing Today!

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Kathy Barthelt

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