Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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

Infor LN & Baan Tips & Tricks for TECHNOLOGY & FINANCE: Archiving Finalized Transactions

Kathy Barthelt 0 1960 Article rating: 5.0

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up...

Infor LX/BPCS Tips & Tricks for FINANCE: Tax Code Table Window (WINZRTD)

George Moroses 0 1032 Article rating: 5.0

Added total tax rate to accumulate the tax rate based on effective date for each tax code and added an action to display the Tax Rate Code Table window (WINZRCD). Tax Code Table subsets list of item tax codes when customer tax code is entered in Order Entry.

This enhancement provided the following new features:

Tax Code Table (WINZRTD)
Tax Rate Code Table (WINZRCD)
Order Entry (ORD700D9-06)
Purchase Order (PUR500-09 / PUR600-09)
Enhance Tax Code Table Window (WINZRTD)

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Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Optimize PUR500 for WebTop Grid Performance

George Moroses 0 974 Article rating: 5.0

Improve subfile record loading to optimize for WebTop Grid performance.
Improve subfile loading in PUR500-07 to take advantage of WebTop Grid capabilities.

This enhancement allows the WebTop Grids allow users to personalize list-type screens such as PUR500-07 to display as many records as their presentation allows.  With WebTop Grids, the PUR500 user is no longer limited by the number of records that can be displayed in a traditional green screen subfile screen.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Add Item Description to Inbound Delivery Lines Selection

George Moroses 0 1400 Article rating: 5.0

Inbound Delivery Line Detail panels have been enhanced. Item Description is added to the Inbound Delivery Lines Selection screen, and the number of lines displayed on the screen has been increased.

The Item Description is displayed in the user’s language, if available, else in base language. In addition, the Item Description shown on the Inbound Delivery Lines PO Detail panel has been enabled for multi-language support, and is also displayed in the user’s language, if available.

This enhancement provides additional detail about the items appearing on an inbound delivery.

Users can now see additional detail about the items on an inbound delivery. The item description is displayed in the user’s language, if defined. The redesign of the Inbound Delivery Lines Selection panel also allows more delivery lines to be displayed to the user.

Strengthen & Streamline Your ERP LX System with INFOR LX Bolt Ons

George Moroses 0 862 Article rating: 5.0

Crossroads RMC recently participated in the INFOR LX Bolt-Ons showcase hosted by WorkOutLoud, where we presented eight powerful bolt-on solutions designed to extend and enhance the capabilities of Infor ERP LX.

Watch the recording to see how each bolt-on integrates seamlessly with your ERP system, delivering improved efficiency, stronger automation, enhanced reporting, and greater overall value across your operations.

Watch Recording> https://youtu.be/uHcR2IdYC2w?si=vrpgcuOZ3Tj0Nby7

Unlocking Potential: Why Connecting Outside Systems to Your Baan or Infor LN System is Crucial for Business Success

Kathy Barthelt 0 2399 Article rating: 5.0

In an era of rapid digital transformation, having a robust enterprise resource planning (ERP) system like Baan or Infor LN is a solid foundation. These systems are powerful data repositories and transaction engines. However, their true power is often limited when they operate in isolation.

Connecting your core ERP system to other, specialized applications—whether a customer relationship management (CRM) platform, an e-commerce site, a warehouse management system (WMS), or even a specialized QMS—is no longer a luxury; it's a strategic necessity. This integration transforms your ERP from a single source of truth into the central nervous system of your entire operation, enabling seamless data flow, improved decision-making, and enhanced efficiency.

Here’s a breakdown of the advantages, potential disadvantages, and what your business stands to gain.

The Major Advantages of System Integration

Connecting disparate systems offers a wealth of benefits that can fundamentally change how you operate:

1. Enhanced Data Accuracy and Real-Time Visibility...

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Is Your Infor ERP System the Elephant in the Room?

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. All the new features and functionality weren't researched so they are unknown and no one could be trained on them.


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?” It matters more than you think.

If you rely on an Infor ERP system to get your job done, you need to not only know what sessions to run, what fields are required, and what reports provide results, you also need to understand how the transactions impact the rest of the system. Without that understanding, you are inadvertently creating a departmental silo which can have a negative impact on the performance of the ERP for the rest of the company. 

Not knowing the functionality of the ERP results in limited use of the system as a whole. In my 25 years working with ERP systems, I have seen many cases where a company becomes frustrated with the limitations of the system only to discover that they were only utilizing 10-20% of the ERP system's capabilities. The system didn’t impose the limitation…it was the use of the system, or shall I say the lack of it, that was the culprit.

To be competitive in today’s economy, an ERP system should be able to move in lockstep with a business as its needs change. In order for this to happen, the entire company needs to be willing to change too. Part of this change involves taking advantage of the best practices that are built into the Infor ERP system. If you're not sure how to do that - you are not alone! Fully understanding your Infor ERP requires a team of capable users in each key department of your organization to marry the capabilities of the ERP system with your business objectives. Sounds complicated? Well, it doesn't stop there. Your team of capable users needs to communicate between the key departments to make sure one department's procedures don't handicap any other department. Once this level of understanding and communication is established, decisions can be made to take advantage of the most effective way to minimize costs, increase efficiency, improve quality and deliver the highest level of customer service possible…everything you invested in the Infor ERP system for in the first place, is now unleashed.

Not sure where to start? Crossroads RMC's consultants have this exact expertise and the skills to get you through tough times. Our expertise comes from years of experience, and best practices to evaluate your business processes and identify areas where improvement is needed. Whether you need to increase the return on your ERP investment or have no idea what to do next, our comprehensive ROI business case, cost estimates, benefits, and a plan of action will supply you with the information you need to add value to your business.

Request a free phone consultation>  or contact us to learn how to get started> solutions@crossroadsrmc.com  |  800.762.2077

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