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 1957 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 Once data has been archived, you cannot change the archive company.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 1029 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 0 971 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 1398 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 0 859 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 2371 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

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Kathy Barthelt
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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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