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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

6 Ways Disconnected Data is Harming Your Business

Yikes!

Crossroads RMC 0 3623 Article rating: 5.0

Disconnected data – What is it?

no​ The spreadsheet that your warehouse manager has off to the side to track his inventory levels and expected shipments from your key suppliers.

no The email orders from your dealer portal waiting to be manually keyed into your ERP. 

Disconnected data is a set of information stored separately from the main system that is used to run your business (your ERP system). The data is valuable and lack of visibility to that data creates problems throughout the organization. Far more than you realize.

A 2023 study by enterprise automation provider Snaplogic and Vanson Bourne researchers showed the following:

Avoid Being a Quitter: How Crossroads RMC Can Help You Achieve Your Goals

Unlocking Success Infor LX/BPCS & Infor LN and Baan

Crossroads RMC 0 3985 Article rating: .2

Avoid Being a Quitter

As the calendar flips to January 1st, it marks the beginning of a new year filled with fresh opportunities and resolutions. It's that time when many of us set ambitious goals for ourselves, both personally and professionally. But, how often do these aspirations fizzle out before we even hit the second Friday of the year? It's so common that they even call it "Quitter's Day." However, it's not too late to stay on track and realize your ambitions. In this article, we'll focus on the professional side of goal-setting and how Crossroads RMC can be your ally in achieving manufacturing excellence.

Step 1: Make Your Goals Bite-Sized

Infor LX & BPCS Tip: System i Workspace AnyWhere information and Important Support Dates for IBM and Microsoft Products

George Moroses 0 3944 Article rating: 2.5

System i Workspace AnyWhere is a web application framework that provides a common user interface for Infor’s IBM i products.

*** We strongly recommend that you subscribe to this KB to receive automatic notification when it is updated ***

Latest Updates
System i Workspace AnyWhere - Feature Pack 22 is now available - see the Update History section below (as of January 4, 2024)

Infor LX / BPCS & Infor LN / Baan Tip: Time for the Notorious TRIO: Manual -  Physical -  Inventory

Crossroads RMC 0 6521 Article rating: 2.5

While it might be accurate (and I emphasize "might"), is a Manual Physical Inventory the optimal approach? Best practices unequivocally say otherwise!

A superior alternative is the adoption of Cycle Counting. Why choose Cycle Counting over a complete physical inventory? This method zeroes in on a selected stock range, allowing concurrent execution with a company's regular operations. Cycle Counts offers a streamlined approach to inventory management, minimizing disruptions to processes related to stock receipt, consumption, or dispatch.

The dreaded "freeze" is no longer a necessity, sparing your staff from extended holiday hours, and ensuring accurate inventory counts throughout the year! Crossroads RMC is poised to assist you in implementing Cycle Counting efficiently and effortlessly.

Contact us today to kickstart this transformative process at 800.762.2077.

Infor LX & BPCS Year-End Close Checklist

George Moroses 0 4461 Article rating: 5.0

As the year draws to a close, the hustle and bustle of year-end activities can sometimes lead to overlooking critical tasks within your Infor ERP system. Ensuring a proper year-end close is essential for setting the stage for success in the coming year. Here is a comprehensive checklist to guide you through the process:

Year-End Close Process Objectives:

  • ​

Infor LX/BPCS Tip What are the differences between INV810 and INV015 for Cycle Counting updates?

George Moroses 0 5809 Article rating: 5.0

INV810 only deletes the sequence number from the ILI of the item so it is not selected again for counting and does not delete the ICY record.

The ICY Cycle Count sequential history file increases in size with each new cycle count session. Running INV015 will purge all the old ICY records up to the date entered on the set-up screen ‘Enter Cycle Count Ending Date’ field. Physically deleting the old ICY files.

In most cases, when you complete the cycle count posting and run the reports, you can reconcile the data as required. After you reconcile the data for a specific day (or group of days), you can run INV015 to purge the data for that day (or group of days).

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Tips:  LX | BPCS | M3

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

Determining whether to use Master Production Schedule (MPS) planning or Material Requirements Planning (MRP) planning for items in Infor LX and BPCS involves understanding the nature of the items and their demand characteristics.

Master Scheduled Items typically encompass finished goods or service items. These items receive their requirements either from Independent demand, Dependent demand, or a combination of both...

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cash Flow Functionality and Setup

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

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Kathy Barthelt

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