To discuss your upgrade to the latest version of Infor LX, contact Frank Petrasio.

For various month/period end programs, the purge function is now optional.

Scope:

INV903, Inventory Month End Close, optionally purges both inventory records as well as customer invoices. Some applications already have a flag or option for purging (for example, ACP900) and other applications are stand-alone. If you do not want to purge, do not run these programs: Order Purge and Close, ORD900, Close Quotes, ORD930, and Delete RMAs, ORD935. Now there are options on whether to purge records during the month end or period end programs.

The Benefits include:

• Flag or option added to allow the user to decide whether to perform month-end function with or without purge.

• Allows for month-end processing without purge.

• Improves efficiency of month-end processing.

Impact:

This enhancement includes these programs or areas:

• INV903, Inventory Month End Close

• ACR900, A/R Period Close

• CST900, PRF900, SFC900 Shop Order Close

Johnson Crushers International (JCI), a global leader in engineering and manufacturing full lines of cone crushers, horizontal and incline vibrating screens and track-mounted, portable and stationary crushing and screening plants, has selected Crossroads RMC’s Data Collection solution for their Infor LN 10.6 implementation. 

JCI’s main objectives with this project are to support their continued growth and enable a continuous improvement effort to drive additional value to the business. In phase 1 of this project, JCI will implement Crossroad RMC’s Labor Reporting and Maintain Receipts data collection applications. Go live is expected to occur in early Q1 of 2020.

Things to consider when choosing your ERP Implementation Partner:

ERP Partner Value Add:

• Proven track record
• References
• Focused on-time / on budget
• Strategic partnership with Infor
• Knowledge of extension products that are available for your ERP
• Post-implementation – What does the partner bring to the table once the project is complete?

Project Management

• Does your assigned project manager fit your needs?
• Past project management experience with the same ERP
• Project Management methodology
• Project Plan development and style
• Does the PM develop a realistic plan with clear objectives, timeline, and responsibilities?

 
Consulting Team Selection​

Need help figuring out if your organization is properly positioned for an implementation or upgrade? Contact Kathy Barthelt today. We can help to ensure that your organization is positioned for success.

• Does my ERP Implementation partner have the team to support my project?
• Resume review
• Interview all candidates
• Working knowledge of ERP system/version
• Communication skills
• Geographic location
  • Relative industry experience
  • Technical Viewpoint
  • Understanding of any enhancements made to your system and what the best approach to streamlining for future releases. Knowing the tools available to accomplish this task.

A new In Transit Inventory report can be printed in the Print In Transit Inventory (whinr1410m300) session. The report provides an overview of company inventory that is on the move and not stored in a warehouse. This concerns only inventory that is transferred from one warehouse to another. Items that are shipped to, for example, customers or projects, or items that are issued to production lines or service departments are excluded.

The report shows item inventory quantities and values on warehouse transfer orders which are issued at the origin warehouse, but are not yet received in the destination warehouse. These open inter-warehouse transfer orders represent inventory that is loaded on trucks or other means of transport, or located at intermediate pooling points such as harbors and train stations.

The quantities and values are retrieved from the Item-Warehouse-Inventory Transactions and the Inventory Integration Transactions sessions.

More than 40 states have changed their rules on sales tax obligations for remote sellers in the past year, meaning more companies are required to collect sales tax in states they’ve never even considered before. 

Attend the Avalara sessions at Inforum to learn more:

333450 - Vision: From 1 to 50—Scaling your business to handle new sales tax requirements, sponsored by Avalara
New laws that obligate remote sellers to collect sales tax are spreading throughout the US. In many states, you’re now required to register, file, and remit if you make 200 transactions or $100,000 in sales into the state. In this session, a sales tax compliance expert will break down what these new laws mean for your business and how you can scale your business effectively without turning your accounting and finance operations upside down. Join us to learn how to prepare.
Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 288

333727 - Speed: Sales tax compliance in the post South Dakota v. Wayfair era, sponsored by Avalara
Join Avalara to learn about sales tax compliance in 2019. We’ll review new mid-year sales tax changes for 2019; economic nexus laws and how to mitigate risk and maintain compliance; help you determine where to file and register based on where you conduct business; and discuss how Avalara and Infor deliver end-to-end cloud-based sales tax automation, including rate determination, return filing, remittance, and exemption certificate management.
Wednesday, Sep 25, 1:30 PM - 01:50 PM – Hub Theater 6 (Product Spotlight)

• ERP242 - Product: What’s new with LX 8.4
  Learn about our latest release of LX and the value it can provide to your business. This release includes additional support for IDF, new application features, and an expanded database. Additionally, this release continues to improve through ongoing enhancements from our enhancement request system.
  Thursday, Sep 26, 10:00 AM - 10:45 AM – Room 272
  
  
• ERP243 - Product: LX—IDF Master Data Management
  Learn about the new flexibility and features available with item, cost, vendor, and customer definition through IDF during this session. Maintaining this critical information is now easier to manage and control with LX 8.4
  Wednesday, Sep 25, 12:00 PM - 12:45 PM – Room 272
  
  
• Academy: Learn to Use IDF to Better Manage Customer, Vendor, and Item Data with LX
  Attend this session for hands-on experience using IDF to manage your critical master data in Infor LX 8.4. (Length: 1hr & 45mins) 
  Wednesday, Sep 25, 1:00 PM - 02:45 PM – Room 277
  
  
• ERP106C - Case Study: Trinity—Upgrading a 20-Year-Old Customized ERP system
  Join this session to learn why and how Trinity is upgrading its customized 20-year-old BPCS ERP system to the latest version of LX and going vanilla. Trinity is using the best business practices built into LX along with Infor OS and IDF to support the latest user experience and integrations.
  Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 272

Making plans happen isn’t just about monitoring material shortages. Supporting activities can be the real cause of delays. Some non-material events customers have monitored using OTTO include:

• Scheduling and coordination of outside services (such as heat treating and plating)
• Quality Assurance for pharmaceuticals and inspection
• Moving off-site inventory to the plant
• Moving inventory from temporary (conveyor) location to pickable location
• Scheduling of overseas containers
• Design engineering for make-to-order

OTTO provides the ability to proactively manage the entire customer order backlog from top to bottom. It begins monitoring orders as soon as they’re booked and identifies and prioritizes those critical events that must happen every day so they can be managed and get orders produced and shipped on time.

Visit Our OTTO page to learn more.