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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Infor LX/BPCS Growth with Connected eCommerce & Tax Automation

Frank Petrasio 0 419 Article rating: 5.0

Is your current Infor LX or BPCS system holding back your growth? It doesn't have to.

In 2026, staying competitive means moving beyond manual workflows and data silos. Crossroads RMC has partnered with Aleran and Avalara to provide an integrated, end-to-end solution designed specifically for manufacturers and distributors in the Infor LX and BPCS market.

Transform Your Operations from Quote to Cash

This powerful partnership enables you to maximize your existing ERP investment without the need for a total overhaul.

  • Aleran: Modern B2B eCommerce
    • 24/7 Digital Catalog: Provide a fully branded shopping experience that connects directly to your LX/BPCS data.
    • Self-Service Portals: Empower customers and dealers with real-time access to inventory, quotes, and order history.
    • Streamlined CPQ: Simplify complex product configurations and pricing to accelerate sales cycles.
  • Avalara: Automated Tax Compliance

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: User Provisioning

George Moroses 0 535 Article rating: 5.0

This enhancement: 

  • Provides an ability for LX to integrate with Infor Federation Services (IFS) to automate provisioning of users.
  • Activates LX exit points during maintenance of LX business roles and business units to publish the SyncSecurityRoleMaster BOD which can be received by IFS as LX-specific roles in addition to the three IFS predefined LX-specific roles: LX-SystemAdministrator (corresponding to LX security type S = LX Security Officer); LX-SystemManager (corresponding to LX security type M = LX Security Manager); and LX-User (corresponding to LX security type U = LX User).
  • Enables support for LX receiving an inbound SyncSecurityUserMaster BOD (sent from IFS) and creating or revising the associated LX user (or security manager or security officer). This enhancement also supports creating an IBMi user profile which can then be defined as an LX user (or security manager or security officer).
  • Activates LX exit points during maintenance of LX users (and security managers and security officers) to send the ProcessSecurityUserMaster BOD to IFS requesting creation or revision of a user on behalf of LX.
  • Automates sending revised LX user authorities to corresponding System i Manager (SiM) tasks which can then be uploaded to System i Workspace (SiW).

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF RMA Inquiry

George Moroses 0 414 Article rating: 5.0

This enhancement provides a robust RMA Inquiry capability. The base RMA Inquiry application delivers role-based functionality to support customer service, sales, pricing and business analysis functions.

The IDF RMA Inquiry presentation enhances a number of customer service and data analysis functions.

  • RMA List provides filters that allow sorting and sequencing by any displayed data field, such as RMA number, customer number, Total RMA amount, request date, good thru date, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA Line List provides filters that allow sorting and sequencing by any displayed data field, such as item number, request date, extended amount, net price, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA detail cards provide additional details about the RMA, as well as about any orders that will result from the RMA.


IDF RMA Inquiry provides significant enhancement to several business roles:

Customer service personnel, customer service managers responsible for handling customer complaints and negotiating return conditions with the customer Warehouse personnel, warehouse manager at the return warehouse. Billing personnel, billing managers responsible for processing credits to the customer and handling questions related to the RMA, return and eventual credit.

Managers responsible for analysis of returns related to reasons for returns, resulting replacement orders, recommendations for improving pricing or internal processes to reduce returns.

Infor LX/BPCS Tips & Tricks for FINANCE: Archive Net Price for Deleted Lines

George Moroses 0 344 Article rating: 5.0

Infor LX now stores the Net Price for a deleted line, so that the information is available for later analysis.

If an order line is canceled, LX stores the current Net Price in a new Net Price Archive field. The Net Price Archive field is updated whether the line is deleted through Line Entry (ORD700D2) or Fast Line Entry (ORD700DA), or the entire transaction is deleted through Order, Quote or RMA Directory (ORD700D1).

The Net Price Archive field can be useful when analyzing the reasons for canceled order lines. Users can define Cancellation Reason Codes related to pricing. Review of the archived Net Price, along with other values from canceled order lines such as Order Quantity and Selling Unit of Measure, Cancellation Reason Code, Request Date, Price Book Date, Item Number and Customer Number, can lead to adjustments to pricing structures, promotion qualifiers or other actions that can avoid loss of revenue on future orders, or follow-up actions to recover the canceled line.

Is your team still manually entering UPS and FedEx information into your Baan or Infor LN system?

Kathy Barthelt 0 338 Article rating: 5.0

If so, those manual shipping steps are likely costing you time, money, and customer satisfaction:

❌ Re-entering shipping details into Baan or Infor LN

❌ Copy-pasting tracking numbers

❌ Delayed invoicing and frustrated customers

There’s a better way to manage your parcel shipping.

RMCship: Seamless UPS & FedEx Integration

RMCship is a powerful automation solution that fully integrates UPS WorldShip and FedEx Ship Manager directly with Baan IV, Baan V, and Infor LN.

We eliminate manual entry and streamline your entire workflow:
 

Before RMCship (Manual)

After RMCship (Automated)

Re-keying data into two systems      

✔️ Create cartons/pallets directly in ERP

Delayed tracking updates

✔️ Auto-send shipment data to UPS/FedEx

Manual tracking number entry

✔️ Instantly pull back tracking numbers, freight, and more 

Manual invoice updates

✔️ Auto-add shipping data to sales orders & invoices

The Results Are Clear:

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Is Your Infor ERP System the Elephant in the Room?

The Infor ERP Elephant in the Room That Must Be Addressed

In a recent survey of Infor ERP customers, we discovered that 50% of respondents said that they did not know whether or not their ERP system had the features and functionality required for their business.  50%....1 out of every 2……not good.

Why is this the case? Well, the causes can be traced back to one of the following reasons:

  • A key-person has retired or left the company and their knowledge left with them.
  • Systems were implemented based on how the previous system worked.
  • Upgrades and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. All the new features and functionality weren't researched so they are unknown and no one could be trained on them.


You may say “So what? Who cares if our team doesn’t know what else is available, or how the rest of the ERP system functions? Does it really matter?” It matters more than you think.

If you rely on an Infor ERP system to get your job done, you need to not only know what sessions to run, what fields are required, and what reports provide results, you also need to understand how the transactions impact the rest of the system. Without that understanding, you are inadvertently creating a departmental silo which can have a negative impact on the performance of the ERP for the rest of the company. 

Not knowing the functionality of the ERP results in limited use of the system as a whole. In my 25 years working with ERP systems, I have seen many cases where a company becomes frustrated with the limitations of the system only to discover that they were only utilizing 10-20% of the ERP system's capabilities. The system didn’t impose the limitation…it was the use of the system, or shall I say the lack of it, that was the culprit.

To be competitive in today’s economy, an ERP system should be able to move in lockstep with a business as its needs change. In order for this to happen, the entire company needs to be willing to change too. Part of this change involves taking advantage of the best practices that are built into the Infor ERP system. If you're not sure how to do that - you are not alone! Fully understanding your Infor ERP requires a team of capable users in each key department of your organization to marry the capabilities of the ERP system with your business objectives. Sounds complicated? Well, it doesn't stop there. Your team of capable users needs to communicate between the key departments to make sure one department's procedures don't handicap any other department. Once this level of understanding and communication is established, decisions can be made to take advantage of the most effective way to minimize costs, increase efficiency, improve quality and deliver the highest level of customer service possible…everything you invested in the Infor ERP system for in the first place, is now unleashed.

Not sure where to start? Crossroads RMC's consultants have this exact expertise and the skills to get you through tough times. Our expertise comes from years of experience, and best practices to evaluate your business processes and identify areas where improvement is needed. Whether you need to increase the return on your ERP investment or have no idea what to do next, our comprehensive ROI business case, cost estimates, benefits, and a plan of action will supply you with the information you need to add value to your business.

Request a free phone consultation>  or contact us to learn how to get started> solutions@crossroadsrmc.com  |  800.762.2077

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