Please Wait a Moment
X

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 LN & Baan Tips & Tricks for FINANCE: Moving calendar periods

Kathy Barthelt 0 3669 Article rating: 3.0

You can move monthly periods to a different parent period. For example, if you have a monthly calendar, you can create quarter periods and move months to the quarters.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group.
  3. Click the Calendar tab.
  4. Open the calendar for which you want to move periods.
  5. Click the Hierarchy tab.
  6. Select the periods to move.
  7. Select Actions > Move.
  8. Select the new parent period under which you want to move the periods.
  9. Click OK.

Infor LN & Baan Tips & Tricks for OPERATIONS: Revisions and approval

Kathy Barthelt 0 2084 Article rating: 5.0

Note that the Bill of Material and Routing are revision controlled. When a structure is generated for the first time, a first revision is made with status New.

If the Approve Structures Automatically check box is selected in the Job Shop Master Data Parameter (tirou0500m000) session, the revision is created with status Approved.

If the structure is regenerated, the current revision status determines the result:

  • If the status is New, this revision is overwritten
  • If the status is Approved, a new revision is created

Infor LN & Baan Tips & Tricks for TECHNOLOGY: LN Report Archive

Kathy Barthelt 0 1974 Article rating: 5.0

LN Report Archive Solution Overview

The LN Report Archive solution allows you to archive printed reports for long-term access and reprinting, even years after their original print date.

This is especially valuable for external documents such as invoices, purchase orders, and other reports sent to customers or suppliers. In some countries, the ability to reprint these documents for up to 10 years is a legal requirement.

Key Features:

  • Report Archiving:...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: New Features in 8.4.2

George Moroses 0 4727 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 OPERATIONS: New IDF Inquiries

George Moroses 0 4819 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 1914 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...
124678910Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

ERP & the Importance of Accuracy & Productivity

Infor LN & Baan

If you don't think accuracy and productivity are important, you need to take a hard look at HOW you’re running your ERP system.

  • Have you eliminated large amounts of data entry?
  • Is your data error-free at month's end?
  • Do all of your systems talk to one another?

If the answer is no, Crossroads RMC can improve accuracy and productivity with system integration and/or automation.

Too expensive you say? Too time-consuming and way too much effort to make it happen? 
Not necessarily... Crossroads RMC consultants deliver valuable integrations and automated processes at a fraction of the cost of other providers.

Whether you’re running ION on the latest version of Infor LN or using Baan IV or Baan V with no integration platform in place, there are benefits to automation and system integration for every area of your business:

Finance:
Say goodbye to typos that lead to huge problems, like paying invoices late or charging the wrong customer. You’ll have accurate data in your system, so month-end processes run smoother and your employees are freed up to do more important tasks.

Customer Relationship Management:
When it comes to keeping customers happy, speed is crucial. You can automate invoicing, customer reports, and more to ensure that customers always have what they need. Automate report delivery from your system to ensure you always have the right information at your fingertips. And even without automating report delivery, your ERP system brings all the information together in one place, and automated data entry and extraction means it’s accurate.

Supply Chain Management:
Set up automated alerts to the right people. With ERP automation, you can trigger an email when a product has low stock or is overstocked. Keeping inventory levels just right is essential to be able to fulfill orders but not waste resources by having too much on hand.

Manufacturing Resource Planning:
Say goodbye to appending data manually. Let’s say you get a shipment of inventory that is a different color than you’d planned, which means they need different SKUs. Now you have thousands of SKUs to update, but an automated process can append data in the system unattended in a fraction of the time it’d take a person to do it.

Human Resource Management:
It might not be that hard to pull the sales data to calculate commissions manually for one sales rep. But multiply that by a growing sales force every pay period, and you’ll be grateful you automated your ERP system. Integrate with HR platforms to manage data transfers for calculating sales and commissions, even setting up triggers to do this automatically at the same time every week.

These are just a few of the possible ways to simplify your ERP system and produce accurate results that save time and money. 


Crossroads RMC has assisted many clients with integrations and automation for Infor LN and Baan. 800.762.2077 |  solutions@crossroadsrmc.com

Print
16413 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories