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 LX & BPCS Period End & Fiscal Year End Processing Checklist

George Moroses 0 23031 Article rating: 5.0

Infor LX & BPCS Year-End Close Checklist

Year-end is always a busy time and it is easy to forget all the things that must be done in your Infor ERP system to close out the year properly and set you up for success the following year. Here are some things you should have on your checklist:

The year-end close process provides an opportunity to:

_____ Remove discontinued items.

_____ Remove sold purchase receipts.

_____ Remove lot attributes for sold lots.

_____ Update standard cost based on current cost field (only for environments without Manufacturing).


Preparing for Year-End Close:

_____ Conduct full physical...

Infor LN & Baan Tip: Using the “Use Up” Functionality in Infor LN

Kathy Barthelt 0 58909 Article rating: 5.0

To use the ‘Use-Up’ or ‘Alternative’ functionality the correct ATP settings of the use-up item must be defined. Order Planning makes use of ATP to determine if there is still supply available. The component needs to have a CTP horizon greater than 0. Then a top down item selection should be chosen when generating order planning in order for the ATP checks to be done and for the system to plan for the correct components.

Selecting the 'top down item' box when generating order planning is essential because when order planning is generated for only the top level item the components aren't "really" planned for. But when a top down selection is run, the system goes through the BOM and plans for each component accordingly.

Tim Baker – Infor LX User Group’s Newest Board Member!

George Moroses 0 27601 Article rating: 5.0

We are proud to announce that Tim Baker, Crossroads RMC Senior Solutions Architect & Project Manager, has become a member of the Infor LX User Community Board of Directors!

Tim brings 32 years of experience to Crossroads RMC and takes pride in offering exceptional leadership and expertise to achieve the goals and objectives of his clients. It is this level of experience that will make Tim an excellent representative for the Infor LX Community going forward as a member of the board.

At Crossroads RMC, Tim serves as a Senior Solutions Architect and Project Manager for Infor LX and Infor ION implementations. He has been a Senior Manager of Software Development and Support, Senior System Analyst, and has managed software development team objectives and projects, which included planning, installation, and software modification of BPCS, Infor LX (ERP LX), I2, DC Service, and web development software. Additionally, he has managed a multitude of projects and led analysis, design, training, and development efforts across multiple ERP verticals.

Please join us in congratulating Tim and wishing him well in his efforts to help the Infor LX User Community!
Infor User Communities allow you to network with other customers and discuss any of Infor’s software solutions. 

Not currently a member of the Infor LX User Group?
The LX User Group has moved to https://concierge.infor.com. All access requests require approval by your organization's support admin. Once you have access to https://concierge.infor.com, click on the Communities box, and join the LX - User Group - LX. 

Infor LX & BPCS Tip: Inventory Stocking Levels – Warehouses, Locations and Lots…Oh My!

George Moroses 0 24587 Article rating: 4.0

The Infor LX system supports 4 levels of inventory. You can view summaries of stock at each level through the Material Status Inquiry program or through reports. Below are the 4 levels:

  • Item
  • Item + warehouse
  • Item + warehouse + location
  • Item + warehouse + location + lot

The lot number level and/or container of inventory can...

Need Knowledgeable ERP Staff Quickly?

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 24188 Article rating: 5.0

Consider this

Your staff is working on a critical project for your top customer, but in order to complete the project on time with high customer satisfaction, you need to extend your team. You know that the recruitment process is lengthy and it is not easy to find highly qualified people who won’t require a lengthy training process just to bring them up to speed on your ERP, (let alone your business) so this option is not suitable.

Or how about this…

Your ERP system is dragging and you know there are updates to install which are likely to improve system performance, but your IT guy is tied up working on something else and doesn’t know when he can perform the upgrade.

Either of these scenarios sound familiar?

Infor LX & BPCS | Infor LN & Baan: Accuracy & Productivity Aren't Important!

Crossroads RMC 0 25752 Article rating: 5.0

Oh, you think they are?

Well, you might want to take a hard look at HOW you’re running your Infor ERP system.

  • Have you been able to eliminate large amounts of data entry for your staff?
  • Do all of your systems talk to one another?
  • Is your data error-free at month end?

If the answer is no, your company would likely benefit from...

Infor LN & Baan Tip: Financial Integration Mapping Scheme

Kathy Barthelt 0 62863 Article rating: 5.0

Transactions to be mapped - In the mapping scheme, you must define the ledger mapping and the dimension mapping for these types of transactions:

  1. Financial integration transactions resulting from logistic events in Operations Management.
  2. General Ledger transactions.
  3. Procurement card transactions in Accounts Payable.


In addition, to support dimension accounting...

Infor LX & BPCS Tip: Main Benefits of IDF?

Infor Development Framework

George Moroses 0 31367 Article rating: 5.0

The Infor Development Framework (IDF) re-architects the way a user interacts with the application, providing an efficient, task-oriented process to view application information that is contained within Infor LX. IDF enables users to configure their view of the application data without modifying the core application and its supportability.

The examples below describe how users can configure their display of data and maximize overall productivity:

  • Arrange application information into multiple groupings and sequences that make sense for the job.
  • Filter or hide records to show only the information that applies to the job or task that the user is performing.
  • Customize the information for an individual user, a group of users, or all users.
First3738394042444546Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Digital Transformation & Your ERP

70% of global executives said the pandemic will accelerate their digital transformation pace

Transformation: (definition)  A thorough and dramatic change.

We all dream about it….how can we transform ourselves into something better…something more desirable? Maybe it is our appearance that we want to improve, maybe it is our physical strength and stamina, or maybe it is our mental toughness.

Have we thought about transformation when it comes to our businesses? More specifically, our ERP systems that are the lifeblood of our businesses?

When it comes to this type of transformation, we’re talking about a digital transformation. This means taking disconnected business systems and manual processes and transforming or converting those systems into a world where achieving greater efficiencies, collaboration, improved delivery speed, and greater customer satisfaction is not only possible but probable.

As the world becomes more digital, so must organizations large and small, despite the unexpected. One survey found that 70% of global executives said that the pandemic will inevitably accelerate their digital transformation pace. https://dmexco.com/stories/is-the-coronavirus-pandemic-an-engine-for-the-digital-transformation/

ERP has a major impact on digital transformation. When it comes to ERP, transformations are often referred to as ERP Modernization. Here is just a sampling of how ERP modernization can impact your business:

  • Cost Reduction – Supporting legacy software and on-premise servers requires resources, but not just any resources. You must have resources that know the ins and outs of software and hardware that is decades old. Older software and platforms often result in higher maintenance costs and significant limitations to overall data management and system performance. Moving to the cloud, or the latest version of on-premise systems opens many doors that would otherwise be closed to you.
  • Eliminating Data Silos – Separate databases and disconnected systems mean that collaboration and communication are not possible. Missed opportunities abound for increased productivity. What would it mean to your business for all personnel to be operating off the same set of data and getting updates in real-time?
  • One Cohesive System –  Using ERP add-ons is helpful, but unless the systems talk to one another, duplicate data entry is required and real-time updates aren’t possible. How can you truly take advantage of the investment you made in a CRM or inventory management system if it doesn’t communicate with your ERP?
  • Visibility Across the Supply Chain –  No idea when your supplier is going to deliver the parts you need? Are you literally calling or waiting for an email to be sent? If that is how you’re getting updates, you’re likely not getting them timely enough to properly respond to those updates. Customer satisfaction issues can greatly be eliminated with real-time updates and complete visibility up and down the supply chain. With global supply chain issues prevalent in most industry sectors, visibility becomes more important than ever.
  • Scalability Becomes Possible – When your business needs change, your ERP system should be capable of handling the growth or increased functionality requirements to support it. This can be achieved by staying current on the ERP version or at least getting to a version where integrations with complementary systems are possible.

Transformations don’t happen with one act or one giant step. They happen with small steps and interim goals that can and should be celebrated along the way. Need help deciding when or where that first step should take place? Need someone to be your coach for the transformation? Contact Crossroads RMC today for recommendations, best practices, and solutions for this all-important journey for your business. 

800.762.2077 or click here to get a free phone consultation!

Print
21807 Rate this article:
5.0
Crossroads RMC

Crossroads RMCCrossroads RMC

Other posts by Crossroads RMC

Contact author

x

Categories