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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 31443 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and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform.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 62225 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 32684 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 37071 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

Kathy Barthelt

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Data Sharing Methods (Advantages and Disadvantages)

Depending on the multicompany scenario you choose, an implementation team must decide whether or not tables must be logically linked or if data must be synchronized in another way to achieve availability of data across various companies. 

There are 3 ways in which data may be shared among companies. Here are some advantages and disadvantages of each:

  1. Logical Table Linking - If two companies use the same physical data, the physical table exists, or is used, in only one company: the physical company. Each piece occurs only once: one instance of the same data. If the term logical table linking is used, users from multiple companies use a single physical instance of the data. If the company tables are on the same server, this can be accomplished by logical table linking. Access to specific data can be restricted, if required.

    • Advantages: Logical Table Linking takes place in real time; therefore, the moment a record is created or modified in one company, a record becomes available in all other linked companies as well. The setup and maintenance of logical table linking is easier than the setup and maintenance of data replication. Logical table linking is extremely reliable because this type of linking is independent of network connections and user interventions. 

    • Disadvantages: Table sharing implies that all attributes for a record are the same in all companies. Therefore, suppose you share the item table and, for a particular item in a company, the product class is XXX. In this case, in all other companies, the product class for this item must be XXX as well.

  2. Data Replication - In this situation, each company has exactly the same data, but each company has a unique copy of the data. The same piece of data exists in multiple (physical) places: multiple instances of the same data. The process to copy the data is called data replication.

    • Advantages: Rather than using table sharing by means of the logical linking of tables, you can replicate the content of tables between companies. The advantage is that, on company level, some (non-key) attributes of a record can differ by company. For example, if the bills of materials are replicated instead of shared, for each company, you can link a different warehouse to the bill of material. As a result, the bills of materials can be the same across all companies and only the warehouses differ. Using replication, you can also make only a subset of the records available in other companies. For example, if you replicate items between companies, in a sales company, for example, by means of the item group, you can only make end items available. In addition, you can replicate only a subset of items, for example, depending on the item group. Note that replication also requires that the referenced tables are replicated or shared.

    • Disadvantages: Replication is not in real time, and therefore, for processes that require real-time integrated data as the financial integration processes, replication is not an option. For replication, you also must take into account the sequence in which you replicate. First, you must replicate the child tables and then the parent tables, and therefore first the business partners and then the purchase contracts. During the replication process, the data must be frozen. This point is of particular importance if the replication process takes a lot of time.

  3. Manual Syncronization - If only a small number of records are the same between some companies, you can enter, maintain, and keep the records synchronized manually. Note that the more dynamic data is, the more difficult this process is. This solution is strictly procedural. Therefore, depending on the discipline of the users, the solution is error sensitive: data can be forgotten, updated too late, or typing errors may occur.

  • Advantages - The main advantage is the flexibility so that only the data that really must be shared can be kept synchronized. By manually keeping data synchronized, not all attributes of a record need to have the same value.

  • Disadvantages - The main disadvantage is that this method depends on user interaction. Therefore, the method depends on the user’s time - because the method is not a real time procedure and the user may forget to update the data - and users can make mistakes.

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Kathy Barthelt

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