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

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Infor ERP Tips & News from the Experts

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

Is Your Infor ERP System the Elephant in the Room?

Crossroads RMC 0 31533 Article rating: 5.0

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and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. The new version wasn't researched, its functionality was unknown and no one was trained on it.

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?”

Yes - It matters more than you think.... 

Infor LN & Baan Tip of the Week: Year End for Finance

Kathy Barthelt 0 62447 Article rating: 5.0

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

Finance Specific Items:

M3/Movex Tip of the Week: Year-End

Frank Petrasio 0 32815 Article rating: 5.0

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

Infor M3 & Movex Tip of the Week: Views & Sorting Orders

Frank Petrasio 0 37192 Article rating: 5.0

One of the most common complaints from M3 users is that the wrong information is displayed on B (list) panels, or it is displayed in the wrong order. M3 provides a tool that allows users to personalize the display so only relevant information is seen without programming assistance from IT.

It is divided into two components:

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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.

Last

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

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Kathy Barthelt

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