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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 FINANCE Tip: Is it possible to upload accounts receivable invoices into LN using Excel?

Kathy Barthelt 0 33220 Article rating: 5.0

Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice headerexport it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail...

Infor News You Can Use | The business case for moving your ERP to the cloud and choosing MT deployment

Kathy Barthelt 0 16192 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 14819 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 22369 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 24636 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 24702 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 14985 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

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Tips:  LX | BPCS | M3

Tips: LN | Baan

You can benefit from a business process review only if...

You can benefit from a business process review only if...

Infor LX | BPCS | Infor LN | Baan

Did you implement your ERP system 5 years ago… or maybe 20 years ago? At the time, it was like a brand new car… sleek, fast, top-of-the-line, and fuel-efficient. And although it may have needed a few minor “adjustments”, overall you were very pleased. Fast forward to today. Does it still have that new car smell? Does it run as efficiently as it used to? Do you know how to fix a problem when it occurs?

While ERP systems are certainly designed to last, over time, your business changes, your customers’ needs change, employees change and you are left with a system that may run “fine”, but you certainly don’t feel the same way about it as you did when it was brand new.

So the good news is that you CAN restore that “new car smell” with a utilization review, or business process review.

What is a Utilization or Business Process Review and Why Do I Need One?
Simply put, a business process review is an exercise designed to help businesses identify areas of improvement to become more agile, efficient, and streamlined.

Does my organization need a Business Process Review? 

While every company could benefit from conducting a business process review, it's only worth the time and effort if you have a specific problem you're trying to solve or a goal you are trying to achieve. Furthermore, and perhaps most importantly, organizations must be ready and willing to make changes. 

That's why a business process review is critical; it helps align processes, define goals, and thoughtfully plan and build solutions that help businesses achieve actual growth.

Our consultant reviews the current usage and related business processes of your entire Infor ERP system, or a particular area like Finance, Manufacturing, Materials Management, or Technology to make recommendations that will reinvigorate your Infor ERP system and those that use it.

Other benefits include:

  • Creating a consistent way of working across the business
  • Automating processes to reduce effort and increase productivity
  • Improving decision-making capability by providing access to real-time, reliable, and accurate information
  • Creating opportunities to improve your customer service levels and response times
  • Increasing your ability to attract and retain quality staff

Your ERP system may require some engine work, or it may just require an oil change and an expert to look everything over to make sure things are running smoothly. Either way – whether this is a project you take on internally or decide that you need some expert guidance from a company like Crossroads RMC, it is worth the time and investment to ensure peak performance.

Business process reviews can be performed 100% remotely via phone or web meeting, or in person – you choose what works best for your team.

Contact Us: 800.762.2077 | solutions@crossroadsrmc.com


 

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