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

The largest independent bottling company in the United States announced a successful Go Live

George Moroses 0 34846 Article rating: No rating

Polar Beverages, Inc. of Worcester MA has just announced a successful ‘Go Live' that brings their Adirondack Beverages division, in Scotia NY into a corporate environment running on the Infor LX platform. All business functions will be handled through the Infor LX platform, including Manufacturing, Supply Chain, and Financials. 

In early 2017, 2 divisions of Polar in Worcester MA and Fitzgerald, GA began utilizing Infor LX. Crossroads RMC partnered with Polar by providing technical and application support throughout the duration of the project.

Is it time to reinvigorate your ERP system?

Crossroads RMC 0 36541 Article rating: 5.0

Did you implement your ERP system 5 years ago… or maybe 20 years ago? At the time, it was like a brand new car… sleek, fast, top-of-the-line, and fuel-efficient. And although it may have needed a few minor “adjustments”, overall you were very pleased. Fast forward to today. Does it still have that new car smell? Does it run as efficiently as it used to? Do you know how to fix a problem when it occurs?

While ERP systems are certainly designed to last, over time, your business changes, your customers’ needs change, employees change and you are left with a system that may run “fine”, but you certainly don’t feel the same way about it as you did when it was brand new.

So the good news is that you CAN restore that “new car smell” with a utilization review. What is a utilization review? It's an opportunity for someone, outside of your organization, to evaluate the “what”, “how”, “who” and “why” related to the software that you use to run your business. Our consultant reviews current usage and related business processes of your entire ERP system, or a particular area like Finance, Manufacturing, Materials Management, or Technology to make recommendations that will reinvigorate your ERP system and those that use it.

Stop avoiding the warning light that indicates a serious problem and get started with a FREE 1-hour phone assessment to determine if your business can benefit from a utilization review!

Request Free Assessment>

A utilization review can be performed 100% remotely via phone or web meeting, or in person, following safety guidelines. 

4 Tips to Enhancing Productivity in Manufacturing

by Robotics & Automation News

Crossroads RMC 0 44124 Article rating: 5.0

Regardless of the size of your business, continuous improvement in productivity is essential to enhancing gross profits and maintaining competitiveness.

Here are a few of the best tips to help you improve the productivity of your manufacturing facility as presented by Robotics and Automation News >

Infor M3 Webinar: Consumer Use Tax 101: What's all the fuss about for manufacturers and distributors?

Frank Petrasio 0 36410 Article rating: 5.0

You are invited to a Zoom webinar.

Date/Time: Wednesday, October 14th 10:00 a.m. CDT / 11:00 a.m. EDT
Topic: Consumer Use Tax 101: What's all the fuss about for manufacturers and distributors?

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

We brought in our partners at Avalara to dive in. For this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

  • The events that can trigger consumer use tax requirements
  • The most common consumer use tax management challenges
  • The impact of economic nexus laws on consumer use tax
  • How your business can step up compliance to avoid being audited


This will be one ‘use-ful’ webinar that you won’t want to miss!

Register Today>

Infor M3 & Movex Tip of the Week: What inbound and outbound BODs are available for M3?

Frank Petrasio 0 31707 Article rating: 5.0

Outbound BODs from M3 to integrated applications
This table shows the BODs that are available with Infor M3. Where the product column is blank, the BOD is not currently used by interfacing products, but the BOD is generated by M3 and is available to be processed through ION and any application that is set up to receive it.

Read the full list of outbound and inbound BODs from M3 to integrated applications>

Infor LN & Baan Tip of the Week: What is Included with Infor Operating Service (Infor OS)?

Kathy Barthelt 0 76937 Article rating: 5.0

Infor Operating Service (OS) is a technology platform that supports fully integrated, industry-specific solution suites with mobile-first design, a consumer-inspired user experience, and science-driven analytics. It leverages the convergence of information, analytics, cloud computing, mobility, and social business.

This platform includes these products:

•    Infor Ming.le
•    Infor ION CE
•    ION Messaging Service (IMS)
•    Infor Data Lake
•    Infor Document Management
•    Infor Localization Services Platform (LSP)
•    Infor Localization Services

Read OS overview>

Infor LX & BPCS Tip of the Week: Installing WebTop Over LX

George Moroses 0 34416 Article rating: 5.0

If you plan to use Infor WebTop, the WebTop version 4.7 or above is required when running LX 8.4. Also, acquire and install the latest WebTop 4.7 patches from Infor Xtreme prior to running LX WebTop. WebTop 4.7 can be applied to your existing environments before you install 8.4.0. If this is completed before installing LX 8.4 then the LX install will take care of much of the Webtop server configuration automatically, including installing the LX Webtop metadata, updating WEB_ENV, and including the Webtop Platform library in the INLIBL data area as part of the environment setup. If you choose to install WebTop after the LX 8.4 installation is completed, the “Infor LX 8.4 Webtop 4.7 Configuration Guide” will guide you through all the configuration steps to set up Webtop for your LX environment.

LN & Baan Data Collection News – A BUSY 2nd Quarter for Crossroads RMC Data Collection!

Kathy Barthelt 0 40248 Article rating: 5.0

Crossroads RMC’s data collection implementation team was busy during the 2nd quarter of 2020 with 3 simultaneous go lives!
 

  1. FSB North America went live with Crossroads RMC's entire suite of warehouse management Data Collection applications for LN FP7
  2. Johnson Crushers International went live with Labor Reporting and Report Operations Complete for LN 10.6
  3. CTP/Tube Processing went live with Material Issue for LN FP6.
     

All installations included Crossroads RMC’s Analytics Dashboard which will be implemented to provide valuable insights into the data collection transactions performed in the warehouse and shop floor. 

Learn more about LN/Baan Data Collection - Web Collect (formerly RMC3) >
Learn more about Analytics Dashboard >

First4344454648505152Last

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 EXECUTIVES

FINANCE: Use of Electronic Bank Statements

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

  1. Convert Electronic Bank Statements (tfcmg5202m000)
    Convert the received bank file to a format that LN can process. LN stores the converted bank statement files in the directory specified in the Path For EBS Archive field of the Bank Relations (tfcmg0510m000) session. In the Pathname EBS File field, you must add the file name. To add the current date to the file name, append a tilde (~) to the file name.

  2. Validate Bank Statements (tfcmg5202m000 / tfcmg5510m000 / tfcmg5511m000)
    Validate the converted electronic bank statement.

  3. Match Bank Statements (tfcmg5210m000)
    Automatically match as many of the imported statements (status Validated) as possible with open items. LN can match the statements with sales invoices, purchase invoices, and anticipated payment documents.

    Matching Options:

    • Match - Surplus on Aging / Unallocated (Default value)
    • Match - Surplus on Unallocated
    • Match - Surplus to be allocated Manually
    • Allow Underpayments
    • Use Payment Difference Tolerance
       
  4. Matching Results (tfcmg2500m100)
    Review the results of the matching process.

    To handle an unmatched amount, you can:

    • Manually add an unallocated payment or receipt line.
    • Reconcile the surplus with remaining open entries of the business partner.
       
  5. Post Bank Statements (tfcmg5210m100)
    Post the bank transactions to the General Ledger.

    Update the business partner’s bank account number and other details in the Bank Account by Pay-by Business Partner (tccom4115s000) session, based on the details read from the bank statement file.

OPERATIONS: What is Statistical Inventory Control (SIC) and How Does It Work?

Statistical Inventory Control (SIC) is an inventory-controlled order system designed to maintain stock levels based on predefined thresholds, rather than being demand-driven like EP (Enterprise Planning). Since SIC relies on inventory levels, it may lead to higher stock levels. To minimize financial risks, SIC is best suited for:

  • Low-cost items.
  • Items with predictable demand or short lead times.


Applications of SIC

  • Low-Cost Items: Particularly effective for inexpensive goods.
  • Predictable Demand or Short Lead Time: Suitable when demand patterns are stable or lead times are minimal.
  • Warehouse-Specific Planning: Useful for planning by warehouse rather than across the supply chain.
  • Trading Industries: Commonly employed in sectors like supermarkets.
  • Immediate Demands: Effective for items required immediately by customers.
  • Ease of Use: Simple to implement and manage.


Limitations of SIC

  • Does not account for dependent demand from planned orders (e.g., MPS/MRP/INV).
  • Does not generate distribution orders.
  • Ignores time-phased planned orders.
  • Lacks forecast consumption techniques.
  • Uses both nettable and non-nettable warehouses.

How SIC Works

SIC operates based on the Reorder PointStock Levels, and Order Method.

Triggering SIC

When Economic Stocks (calculated as On-Hand Inventory + On-Order – Allocated Stocks) on the Horizon Date fall below the Reorder Point, SIC triggers the creation of:

  • Planned Purchase Advice.
  • Planned Production Advice.


Order Methods in SIC

The quantity for these advices is determined by the Order Method, which can be one of the following:

  • Replenish to Maximum Stock
  • Fixed Order Quantity
  • Economic Order Quantity (EOQ)
  • Lot-for-Lot

Example: SIC in a Supermarket

Scenario: Managing stock for Ice Cream (1 Kg Pack)

  • Current Stock: 10 PCs
  • Reorder Point: 5 PCs
  • Safety Stock: 2 PCs
  • Lead Time: 1 Day
  • Order Method: Replenish to Maximum (Maximum Stock: 20 PCs)
  • Maximum Anticipated Consumption: 3 PCs/Day

Process:

  1. Customer purchases reduce the stock.
  2. When stock reaches 5 PCs, SIC is triggered.
  3. A Purchase Advice is generated for 15 PCs to replenish stock to the maximum level (20 PCs).
  4. During the lead time (1 day), the remaining 3 PCs (excluding Safety Stock) meet customer demands.
  5. In emergencies, Safety Stock can also be utilized.

Statistical Inventory Control offers a practical approach for managing inventory levels, particularly in industries with predictable demand or fast-moving items. However, its limitations make it less ideal for complex or time-phased planning scenarios.

TECHNOLOGY: Archiving Data from tipcs300 and ticst300 Tables

1. Archiving tipcs300

  • Using Session tipcs2260m000:
    • When archiving PCS projects, selecting the "Archive Financial data" option ensures that:
      • Records in tipcs300 are archived to the archiving company.
      • Records are deleted from the original company.
    • If records remain in tipcs300:
      • They may belong to projects that have not been archived.
      • The project may have been archived without selecting "Archive Financial data."
    • Verify there are no errors during the archiving process.
  • Using Session tipcs3500m001:
    • The session "Delete Financial Transactions by Project" can delete records from tipcs300.
    • Note: This session is not for archiving; it removes records without copying them to the archiving company.

2. Archiving ticst300

  • Using Session ticst0250m000:
    • The session "Archive Production Orders" allows:
      • Archiving and deleting records from the original company.
      • Only deleting records from the original company.
    • When executed:
      • Records in ticst300 associated with archived orders are removed.
      • Remaining records belong to unarchived orders.

Previous Article Infor LN & Baan Tips & Tricks for TECHNOLOGY: Archiving Data from tipcs300 and ticst300 Tables
Next Article Infor LN & Baan Tips & Tricks: Action Required - Infor LN Cloud Edition - Fonts Update!
Print
56458 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories