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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 Operations: Copying EBOMs - Which copying method should I use?

Kathy Barthelt 0 68958 Article rating: 5.0

To determine which copying method you must use, answer question 1 and follow the instructions.

Question 1: Is the source component a project item (that is, is a project defined in the first segment of the item code)?

  • If the answer is yes, proceed with question 3.
  • If the answer is no, proceed with question 2.


Question 2: Is the target component a project item?

  • If the answer is yes, select copy method NonProj Item to Proj Item.
  • If the answer is no, proceed with question 4.

Question 3: Is there a relationship with the same project?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, proceed with question 4.


Question 4: Is there a relationship with the target item?

  • If the answer is yes, proceed with question 5.
  • If the answer is no, select copy method No Copy Action.


Question 5: Does the item exist already?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, select copy method Copy E-Item to Item.

Infor LX / BPCS Tips & Tricks for Finance: Inventory Period Balance Freeze

George Moroses 0 24619 Article rating: 5.0

Users can now freeze period-end balances at the end of a fiscal period. You can now store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels. This information can then be used for inventory tracking and valuation purposes, as well as other ad hoc financial and audit reporting requirements. Infor LX clients can backdate inventory transactions into the immediate previously closed period, and thus update what was saved as the opening/ending balance throughout the current open period.

Infor LX / BPCS Tips & Tricks for Operations: Retain Lot Status on Shipped Resupply Orders

George Moroses 0 20412 Article rating: 5.0

When a lot is completely shipped on a customer order, the Lot Status is changed to Z. Since a resupply order must still be received in the To Warehouse to complete the transaction, do not update the lot status when the resupply order is shipped. If a lot is completely shipped on a resupply order, LX no longer updates the lot status to Z, because the shipped lot retains its current lot status, the additional steps, no additional steps are required to receive it in the To Warehouse.

Infor LX / BPCS Tips & Tricks for Technology: Reset Purchase Order In Use

George Moroses 0 19135 Article rating: 5.0

This feature resolves or resets a purchase order or requisition that is no longer being processed, but the system still indicates it is 'in use'. The user selects Purchase Order/Requisition in Use Maintenance, PUR940D, from the Purchasing Management Menu, PUR, located in the Special Processing sub-menu. The user then enters an order or requisition to remove the 'In Use' status.

End of Year E R P Checklist: Streamline Your Transition to the New Year

Crossroads RMC 0 11932 Article rating: 5.0

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

  1. All Departments Checklist
  2. Technology Checklist
  3. Operations Checklist
  4. Finance Checklist
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Is Your ERP Environment Ready for What's Next?

For many manufacturers, ERP has been the foundation of their business for years. It manages orders, inventory, production, purchasing, and financials. But as technology and business demands continue to evolve, many organizations are beginning to ask a different question:

Is our ERP environment ready for what's next?

For some, that conversation includes cloud migration. For others, it's about integration, visibility, analytics, or supporting future growth.

The good news is that modernization doesn't have to start with a major migration project.

Start with the Business, Not the Technology

One of the biggest misconceptions about modernization is that it begins with selecting a new platform.

In reality, the most successful projects begin by understanding the business challenges you're trying to solve.

Questions worth asking include:

  • Are systems connected and sharing information efficiently?

  • Where are manual processes creating delays?

  • Does reporting provide the visibility needed to make timely decisions?

  • Can the current environment support future growth?

The answers often reveal opportunities that can deliver value immediately, regardless of whether cloud migration is part of the long-term strategy.
 

Modernization Is a Journey

Many manufacturers take a phased approach to modernization.

Some begin by improving integrations between systems.

Others focus on reporting and analytics to improve visibility and decision-making.

Some explore cloud-based services while continuing to leverage their existing ERP investment.

The goal isn't simply to move applications to a new platform. It's to create a more connected, scalable environment that supports the business for years to come.
 

Planning Your Cloud Journey

As cloud adoption continues to grow, many organizations are evaluating what a migration path might look like.

Infor's Leap program was created to help customers take a structured approach to cloud modernization through readiness planning, industry best practices, and a defined migration framework.

Whether a move is months away or several years down the road, understanding the available options can help organizations make informed decisions and reduce risk.
 

Where Crossroads RMC Fits In

Every manufacturer's environment is different.

That's why the first step isn't choosing a cloud platform. It's understanding your business processes, integrations, reporting requirements, and long-term objectives.

At Crossroads RMC, we help manufacturers evaluate their current environment, identify opportunities for improvement, and develop a roadmap that aligns technology investments with business goals.

Sometimes that roadmap includes cloud migration.

Sometimes it starts with integration, analytics, or process improvements.

The important thing is having a plan.
 

Final Thoughts

Modernization looks different for every organization. For some, it's cloud migration. For others, it's improving integrations, analytics, or business processes.

The important thing is having a roadmap that aligns technology investments with business goals.

If you're evaluating what's next for your ERP environment, we'd be happy to share what we're seeing and help you explore your options.

Start the conversation

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