Please Wait a Moment
X

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

Resources Infor ERP Tips & News

Crossroads Connections

Infor ERP Tips & News from the Experts

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

Subscribe to newsletter

Infor LX & BPCS Tip: Infor ION - What is ION, and why do I need it?

George Moroses 0 32260 Article rating: 5.0

Infor’s Intelligent Open Network (ION) technology easily integrates Infor ERPs and third-party enterprise systems. ION is an advanced middleware cloud platform that provides the flexibility you need to make the most complex web of enterprise systems work together on-premise, in the cloud, or both. ION’s long-term sustainability will optimize your ROI, and with ION, one application can be upgraded, replaced, or even fail without taking the entire network down.

Benefits:

  • Faster integration and upgrade times
  • Access to real-time information
  • Reduced burden on IT
  • Immediate access to business services like reporting and mobility

For older BPCS installations that don’t use ION, Crossroads RMC has the expertise to build powerful adapters to allow your specific BPCS version to communicate and exchange information with virtually any sub-system that can import/export data.
 

Infor ION Intro Video (2:11)

Read more

Infor LN & Baan: Integration from UPS® or FedEx®

Kathy Barthelt 0 27412 Article rating: 5.0

What do you do when there is no pre-built integration from UPS® or FedEx® to your ERP system?

Call Crossroads RMC, of course!

That’s how one of our Infor LN customers solved their cloud implementation dilemma. Crossroads RMC partnered to streamline their shipping process on Infor LN 10.5.2 in the cloud. Four sites went live with RMCship in 2019 and as a result, they have increased accuracy by eliminating manual steps and streamlining their operations.

Learn more> or for more information please contact Kathy Barthelt,  1.630.955.1310 x113

Read more

Infor LN & Baan: Your ERP System Lies at the Heart of Your Business

Kathy Barthelt 0 21806 Article rating: 5.0

How Infor LN & Baan is utilized is critical to operating a stable, well understood, and effective business system. Knowing the current state of your system will enable you to make decisions to either better utilize your current ERP version or upgrade.

Crossroads RMC’s Infor ERP Utilization Review flushes out issues and areas for improvement. If your business requirements or your resources have undergone major changes since your original implementation, it is time to take a look at your ERP system to see if it is being utilized properly. The review is designed to work with your people to identify the best way to apply the powerful capabilities within the Manufacturing, Supply Chain, and Financial modules within the Infor LN and Baan software to best suit the needs of your business, not only today but in years to come.

Learn more> or for more information please contact Kathy Barthelt,  1.630.955.1310 x113

Read more

Infor LX & BPCS Tip: Customer Type

George Moroses 0 27634 Article rating: 5.0

Display Customer Type on Order Header Panel – 8.4. Enhancement

This enhancement displays the Customer Type on the Order Header – Billing panel. The Customer Type can be a pricing or promotion qualifier and may convey other important information about the ordering customer during the Order Entry process.

Programs or areas impacted include:

  • Order Header – Billing (ORD700D9)
Read more
Infor LX & BPCS: Explore IDF Programs Infor LX & BPCS: Explore IDF Programs

Infor LX & BPCS: Explore IDF Programs

George Moroses 0 27360 Article rating: 5.0

IDF (Infor Development Framework) configures your view of the application data without modifying the core application and its supportability. In version 8.3.4 and higher, IDF programs provide the replacement for most of the 300 series inquiry programs. Starting with version 8.4, Infor has added 100 series maintenance programs such as Item Master, Vendor Master, and Customer Master. With IDF, navigation drill-downs are far superior to any green-screen presentation of the data.

Included with IDF are several interfaces including:...

Read more
Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers? Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Kathy Barthelt 0 24313 Article rating: 5.0

Do you have specific things that need to be included on your shipping labels for a given item/product line?

According to a study just released, in 2021 the growth of the Industrial Barcode Label Printer Market will have significant change from the previous year. Over the next five years, the Industrial Barcode Label Printer Market will register a magnificent spike in CAGR in terms of revenue. In this study, 2020 has been considered as the base year and 2021 to 2026 as the forecast period to estimate the market size for Industrial Barcode Label Printer.

Crossroads RMC's RMClabel software prints customer-specific, item-specific labels automatically. No one needs to decide which label to print… everything is set up ahead of time and no operator intervention is required.

Run as stand-alone, attached to an Infor LN or Baan session, or attached to Web Collect, our data collection application, to streamline your processes even further.

For more information please contact Kathy Barthelt or 1.630.955.1310 x113

Read more
First3031323335373839Last

Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Read more
Last

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Support, Training & Workshops, Consulting

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

Previous Article Infor LN & Baan Tip: When is backflushing disabled in LN?
Next Article Infor LX / BPCS & Infor LN / Baan Tip: Time for the Notorious TRIO: Manual -  Physical -  Inventory
Print
59515 Rate this article:
2.5
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt
Contact author

Contact author

x

Categories