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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 | The business case for moving your ERP to the cloud and choosing MT deployment

Kathy Barthelt 0 11481 Article rating: 5.0

As more companies invest in cloud computing for their business software and migrate their ERP systems to the cloud, many are considering whether single-tenant or multi-tenant cloud deployment is the best choice.

In this executive brief, Infor outlines insights from the analyst community on the growth of cloud technology, key distinctions between single- and multi-tenant deployments, and why the multi-tenant option for ERP may be the best move for your business.

Learn more>

Tick-Tock... It's time to get more out of your ERP

Crossroads RMC 0 9543 Article rating: 5.0

As crazy as it sounds, we’re about to enter the 2nd half of 2024. How are you doing on your 2024 goals? Planning for 2025 projects?

Maybe it's time to get more out of your Infor ERP system.

⇒⇒ TIME TO UPGRADE?

Is an upgrade to the latest version of your ERP the goal for 2024/2025? If so, Crossroads RMC brings 40 years of industry experience to the table to ensure that your upgrade achieves the results you’re looking for and does so on time and within budget.

Crossroads RMC's team of expert consultants will:

  • Review your custom components to see what can be eliminated
  • Provide an analysis of the specific benefits that your company can achieve by upgrading
  • Train your users on the latest functionality
  • Support your users on the old version while the project team focuses on the upgrade project
  • Handle the entire upgrade project from start to finish
  • Supplement your existing project team with 1-2 key resources
  • Develop the integration to that 3rd party system that is a MUST-HAVE when you upgrade


⇒⇒ NOT UPGRADING?

Infor LX/BPCS Tips & Tricks for FINANCE: Prevent Voiding of Selected Invoices

George Moroses 0 15920 Article rating: 5.0

This enhancement prevents users from voiding invoices after they have been selected for payment. If a user selects an invoice for payment and another user voids the invoice during the payment process, it can produce erroneous and duplicate records. The ACP500 programs were modified to check the status of an invoice before it can be voided. If the invoice has been selected for payment, a message is generated, and the invoice cannot be voided.

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Update User Security in IDF

George Moroses 0 18150 Article rating: 5.0

Automatically synchronize security changes from LX to IDF, replacing CPYSECIDF. This new process synchronizes users in IDF with those in core LX security whenever a user’s security settings are changed. When a user is deleted from an LX environment, they can also be automatically removed from the IDF environment. Changes to a user’s access to programs in LX are mirrored in IDF. Access to Companies, Facilities, and Warehouses are also synchronized. Additionally, when Business Roles or Business Units access is changed, all users assigned to those roles or units are updated in IDF security.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Copy Shop Order

George Moroses 0 18684 Article rating: 5.0

In the Shop Order Selection program, action 3=Copy is available. This action allows copying any shop order except for flow orders or campaign orders. Instead of copying from the parent item's bill of material and routing, the new shop order’s materials and operations will be copied from the selected shop order. Note that if the existing shop order is linked to a customer order or line, this linkage will not be copied to the new shop order.

Infor News You Can Use | Have you upgraded to Infor LX 8.4.2 yet?

George Moroses 0 10303 Article rating: 5.0

Unlock industry capabilities

The latest version of Infor LX, release 8.4.2, provides core enhancements, an expanded database, and global modernization to meet market changes.

  • IDF serves as a rapid development platform with extensibility that enables release transparency and allows your IT team to eliminate legacy queries and custom reports

  • Advanced functions like embedded warehouse management, collaboration with logistics server providers and suppliers, and vendor-managed inventory are all included as standard and designed to support all of your supply chain needs

  • Embedded tools like document management, notifications, and workflows improve collaboration and productivity across teams

Infor LN / Baan Tips & Tricks for EXECUTIVES

Kathy Barthelt 0 19543 Article rating: 5.0

Finance: Propagating Unused Sub-Accounts

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.

Operations: Best Practices for Purchase Order Archiving / Deleting

Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.
  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS pr

Infor LN & Baan Tip & Tricks for OPERATIONS: Best Practices for Purchase Order Archiving / Deleting

Kathy Barthelt 0 22543 Article rating: 5.0

 Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.
  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

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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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