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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

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024

September 23-26, 2024

George Moroses 0 16992 Article rating: 5.0

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024
Empower Your Business with Innovation

September 23-26, 2024

As a Gold Sponsor, Crossroads RMC is thrilled to present four impactful LX Track sessions this year, designed to inspire and empower attendees to drive success within their organizations:

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Adding a Timestamp to LN Standard Tables

Kathy Barthelt 0 44172 Article rating: 5.0

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Kathy Barthelt 0 30166 Article rating: 5.0

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

Infor LN & Baan Tips & Tricks for FINANCE: Ledger Account Blocked Error

Kathy Barthelt 0 33842 Article rating: 5.0

When attempting to post to a ledger account, users may occasionally encounter an error indicating that the ledger account is blocked. To resolve this issue, navigate to the Chart of Accounts session (tfgld0508m000) and select the Miscellaneous tab. Once there, review the Blocking field. The available settings are:

  1. Free
  2. Blocked for manual input (integration transactions and other automatic transactions can be posted with this setting)
  3. Blocked for all purposes.

Infor News You Can Use: Infor Velocity Summit

October 1-2, 2024 (Las Vegas) & October 22-23, 2024 (Amsterdam)

Kathy Barthelt 0 14001 Article rating: 5.0

Antiquated technology has no place in today’s fast-moving world

To succeed, you need to move with velocity—this means not just moving fast, but with purpose and precision. Velocity-powered businesses measure success by the value created at every turn, not just by speed.

At the Infor Velocity Summit, we’ll unveil our latest innovations across generative AI, process intelligence, ESG, and more, distilled from our work with 60,000 customers and built for your industry, from the ground up.

Discover how possible happens>  https://www.infor.com/events/infor-velocity-summit

The Far-Reaching Impact of Disconnected Data: From Operations to the Executive Suite

Kathy Barthelt 0 15525 Article rating: 5.0

The Impact of Disconnected Data Across Your Organization

Operations Impact:

  • The warehouse manager’s spreadsheet tracking inventory levels and supplier shipments is disconnected from your ERP.
  • Dealer Portal Email orders need to be manually entered into the system.

Finance Impact:

  • Budgeting data is maintained in isolated spreadsheets, unlinked to quotes or sales figures in your ERP.
  • Open purchase orders and invoices need manual matching and approval, creating inefficiencies.

Technology Impact:

  • A large number of reports must be generated outside the ERP for teams to stay "up to date."
  • Valuable time is spent exporting ERP data for analysis in external data cubes.

Executive Impact:

  • Compiling an accurate picture of inventory and financial health is a struggle when data comes from multiple sources.
  • Lack of visibility to inventory shortages results in losing customers due to stockouts or delays.

Disconnected data refers to information stored separately from your main business system, such as your ERP. While this data holds value, the lack of integration creates challenges across your entire organization—often more than expected...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Role-Based Security

George Moroses 0 22049 Article rating: 5.0

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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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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