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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 LX/BPCS Tips & Tricks for OPERATIONS: New IDF Inquiries

George Moroses 0 4180 Article rating: 5.0

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Infor LX / BPCS Tips & Tricks for FINANCE

George Moroses 0 1570 Article rating: 5.0

Finance:  Enhancement Summary: Tax Code Table Window (WINZRTD)

Overview
A significant enhancement has been introduced to the Tax Code Table window (WINZRTD) to improve usability, accuracy, and customer support capabilities within the Finance module. This update includes new tax rate visibility features, streamlined prompts, and improved integration across the Order Entry and Purchase Order modules.

Enhancements Introduced

1. Tax Code Table (WINZRTD)

  • Added ‘Total Tax Rate’ column to...

Crossroads RMC is proud to announce an integration with Transcepta software and Infor LX!

Frank Petrasio 0 170 Article rating: 5.0

Transcepta helps companies eliminate inefficiencies and gain control over their operations. We know that teams are under constant pressure to reduce costs, improve cash flow, and increase visibility, without adding more complexity. Transcepta's AI-driven AP automation platform eliminates manual processes, empowering businesses to increase profitability and make faster, more data-driven decisions.

NOW, this rich functionality is available to Infor LX users!...

Infor News You Can Use: Driving Digital Product Passport Compliance

Crossroads RMC 0 1625 Article rating: 5.0

Prepare for Digital Product Passport Compliance with Expert Insight from Lora Cecere
Founder, Supply Chain Insights

With the EU Digital Product Passport (DPP) set to launch in 2027 for initial industries—batteries, consumer electronics, and textiles (footwear and apparel)—businesses are beginning to confront a rapidly evolving compliance landscape. Yet with many requirements still undefined, confusion is widespread.

Lora Cecere's latest research helps organizations cut through the uncertainty by offering actionable insights and a clear, customer-centric, outside-in approach to DPP readiness.

Key Highlights:

  • Start with the Customer in Mind
    Align compliance efforts with market demands to drive growth and gain a competitive advantage.

  • Break Down Silos
    Cross-functional collaboration—across sustainability, supply chain, procurement, and policy is essential for success.

  • Clarify Compliance
    Understand the core elements that define DPP compliance and the practical steps needed to achieve it.

  • Learn from Diverse Approaches
    See how companies are navigating DPP differently, with no one-size-fits-all path to readiness.

  • Adopt GS1 Standards
    Address the existing gap in the implementation of critical global standards for traceability and product information.

Build the capabilities your organization needs today to meet the demands of tomorrow—with a forward-looking, customer-first strategy.

👉 [Access the full research here

5 WARNING SIGNS Your Disconnected Business Systems Are Costing You Money

Crossroads RMC 0 1532 Article rating: 5.0
  1. You Can’t Track Project Costs in Real-Time
    If you're waiting until after a project wraps up to find out whether it was profitable, that’s a major red flag. Without real-time cost tracking, you're making critical decisions in the dark.

  2. Quoting and Estimating Are Slow, Manual, or Inconsistent
    Does it take hours—or even days—to build a custom quote because you're pulling information from multiple systems? That lost time translates directly into lost sales opportunities.

  3. You Rely on Spreadsheets for Critical Operations
    Spreadsheets are useful—until they’re not. Issues like version control problems, accidental overwrites, and human error can lead to costly mistakes.

  4. Scheduling and Inventory Management Are Disconnected from Financials
    If your production and finance teams aren’t working from the same data, it’s only a matter of time before you face delays, stockouts, or budget overruns.

  5. You Don’t Have a Real-Time View of Project Profitability
    Without live costing tied directly to jobs, small losses can accumulate unnoticed, until it's too late.

Disconnected data refers to information stored outside your core business systems, like your ERP. While this data has value, a lack of integration causes inefficiencies and misalignment across your organization, often more than you realize.

The Cost of Disconnected Data...

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Tips:  LX | BPCS | M3

Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Day: Cycle Counting Part 2

Understanding: The Cycle Count Alternative

The best way to cycle count is to count the same number of items each day and at the same time each day. The goal is to count your “A” items 4 times a year. The “A” items should be those item that are about 80% of the total inventory value and 20% of the total items. Consider creating your own cycle count schedule then instead of using the cycle count transaction, use the inventory adjustment transaction. The item balance is changed at the time the transaction is keyed. The transaction list can be used for the reconciliation process.

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Tips: LN | Baan

Companies can decide to involve a subcontractor and subcontract part of their activities. The subcontractor carries out the work and returns the products to your company.

In Infor LN, subcontracting is considered as purchasing labor from a third party. Therefore, if a manufacturer wants to subcontract work, he must generate a purchase order to start the subcontracting process. These are the types of subcontracting:

  • Subcontracting with material flow
    • Operation subcontracting: For operation subcontracting, a part of the production process (one or more operations) is subcontracted.
    • Item subcontracting: For item subcontracting, an item's entire production process is subcontracted. Therefore, it is always used with material flow support.
  • Subcontracting without material flow: The simplest form of subcontracting is to generate a subcontracting purchase order to record the operations outsourced to a subcontractor. The subcontracting purchase order only represents the administrative handling of the subcontracting process. When the subcontracted item is received back from the subcontractor, you must close the subcontracting purchase order, which initiates the production process.
  • Unplanned subcontracting: Unplanned subcontracting is applicable when you subcontract after generating a production order. For unplanned subcontracting, a purchase order is generated from the production order and the material supply lines are populated by Shop Floor Control.
  • Service subcontracting: For service subcontracting, work on an item to be maintained or repaired is subcontracted. This work entails the entire repair process, or only a part of it. Service subcontracting can be used with or without material flow support.

To start the subcontracting process, a purchase order is required.

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