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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

OTTO Q&A from the Director of Planning & Technology at Champion Industries

George Moroses 0 30519 Article rating: 5.0

1.  How difficult is it to initially install OTTO?

Dead easy is the straight answer. We relied on you to install, and you installed in the predicted 1 hour.  

2.  Would you install it on a test system or on the production system?

Production system is another easy answer. I use OTTO as the ideal prototype when talking to business contacts about “add-on” products. It is non-invasive; it only reads data from our ERP files. I know the implementation is 100% safe because no ERP files are ever updated (read corrupted) by OTTO.

3.  How difficult was it to implement OTTO? Was there a negative impact on daily operations?

There is a learning curve involved in using any new tool that has value to add. OTTO implementation is very low on the impact scale, but I would strongly recommend that a prospective client plan on investing in education and practice. OTTO implementation is low impact. No valuable tool is “no impact”.

Click here to learn more about OTTO

Is the Crossroads Analytics Dashboard Product Better than Spreadsheets?

Crossroads RMC 0 33834 Article rating: 5.0

You bet it is!

The Analytics Dashboard allows you to take your data and configure it any way you’d like, all without touching your ERP system! 

Any number of reports can be generated with just a few mouse clicks. In addition, full color graphs are automatically generated to illustrate the data being presented. Paper reports and Excel spreadsheets are dated. With Analytics Dashboard, data is refreshed at the touch of a button. 

Analytics Dashboard for Infor LN & Baan >
Analytics Dashboard for Infor LN, BPCS, & M3 >

MES News: Current trends indicate plants and factories are seeking to improve...

George Moroses 0 36962 Article rating: 5.0

Current trends indicate plants and factories are seeking to improve internal flexibility, implement a common information platform, and deliver real-time information. MES supports a variety of lean concepts on the plant floor, including kanban, waste reduction, load balancing, etc.  It maximizes your existing investment in your ERP system while embracing lean initiatives.  Visit our Crossroads MES page to learn more.

Infor LX & BPCS Tip of the Week: Purge optional during Month/Period End - LX 8.4

George Moroses 0 57496 Article rating: 5.0

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

• PUR900, Purchasing Month End Close

Johnson Crushers Selects Crossroads RMC for LN 10.6 Data Collection

Kathy Barthelt 0 38018 Article rating: 5.0

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.

Factors to considered when undertaking an ERP implementation or upgrade

Kathy Barthelt 0 38328 Article rating: 5.0

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.

LN & Baan Tip of the Week: Inventory In Transit Report – 10.7

Kathy Barthelt 0 81343 Article rating: 5.0

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.


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Tips:  LX | BPCS | M3

Tips: LN | Baan

Infor LX & BPCS Tip of the Week: Reports to Analyze Company Performance

You know what ERP data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel. Contact me if you have questions or need assistance.

BPCS & LX FINANCE REPORTS:

BPCS:

  • GLD240 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any range of Profit Centers and accounts in the GL Master. 
  • GLD250 - Journal Entry Audit Report
    • This report answers the Audit need. It provides Journal detail for selected Journal Sources and includes Reference fields that tie GL transactions to the Subsystem source. 

Infor LX

  • CLD220 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any account range from a customized Chart of Accounts. Year and Period selectivity, along with Journal Source choices, allow for as focused a view of an organization's GL activity as an accounting department needs. 
  • CLD285 - CEA Audit Report
    • This report answers the Audit need. It provides Journal detail for all Account Strings selected and includes Reference fields that tie GL transactions to the Subsystem source.


BPCS & LX MANUFACTURING REPORTS:

BPCS / Infor LX:

  • CST270 – Shop Order Cost Variance & WIP Report
    • This is by far the best total picture of what happened on any Shop Order from several perspectives (cost/efficiency/overall performance).
       
  • INV220 – Stock Status Summary & INV210 – Turnover Analysis
    • ​Both of these reports give you a view of how your inventory is moving to use as a measurement of the Planning Settings and which items need closer review.
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