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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

Do you know where you're required to collect sales tax?

Crossroads RMC 0 34262 Article rating: 5.0

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)

Anxious to learn more about IDF? Attend Inforum Sessions highlighting the latest and greatest updates

Anthony Etzel 0 24806 Article rating: 5.0
  • 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

OTTO: Making plans happen isn’t just about monitoring material shortages

George Moroses 0 27866 Article rating: 5.0

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.

How Do I Determine If MES Is Right For My Business?

George Moroses 0 30029 Article rating: No rating

There are certain key questions that must be answered to determine whether or not an MES system would benefit your organization: 

  • How do you analyze OEE?
  • Is there an opportunity to reduce WIP inventory, indirect labor, downtime, waste or scrap?
  • What is the cost and impact of producing and distributing shop paper including drawings and work instructions?
  • Would you like to go paperless on your shop floor?
  • How are your continuous improvement initiatives tied to your ERP?
  • Is Management requesting real time production status reporting via dashboards or drilldown reports?
  • What different “islands of automation” exist on your shop floor?

The answers to each of these questions could have a significant impact on the profitability of your business. Want to quantify your results? Contact George Moroses today to schedule your FREE MES ROI Analysis.

Consulting: Methodology for Infor LX & BPCS Upgrades

Anthony Etzel 0 39934 Article rating: 5.0

Throughout the years, Crossroads RMC has participated in several 4.0.05CD upgrades to LX, from which we had the opportunity to refine our methodology for CEA (Configurable Enterprise Accounting) implementations/upgrades. As a result, we have fine tuned our overall upgrade approach and have been very successful in implementing this approach with our clients.

CEA replaces the green screen GLD module and allows for considerable flexibility in the design of the COA (Chart of Accounts).

Our approach incorporates any changes that are needed in the COA and facilitates the transfer or replacement of Profit Centers and Account Codes from BPCS to LX, building on the existing GL. Among the issues we manage is the conversion of historical GL balances.

We maximize the use of LX and CEA while minimizing the manual effort that gets you there.

Contact Frank Petrasio to discuss how we can help you:

  • Preserve what works in BPCS
  • Optimize what works in LX

with a maximum of respect for your time and budget. Learn more about Crossroads RMC Consulting>

Infor LX & BPCS Tip of the Week: Additional Selection Criteria for Cycle Count Purge Enhancement – 8.4

Anthony Etzel 0 57159 Article rating: 5.0

The final step in Cycle Count processing is to maintain the (ICY) Cycle Count file. This history file increases in size with each posting session. It is up to users to purge the historical data that you no longer need. Previously, INV015 Cycle Count Purge by date only allowed users to purge the cycle count file by date. Now, additional selection criteria have been added that allows users improved ways to control records they may want to purge.

Infor LN & Baan Data Collection News: Crossroads RMC Cycle Counting Application

Kathy Barthelt 0 34767 Article rating: 5.0

How often are you counting your inventory? Are you sure your counts are accurate?  Are inaccurate counts affecting your ability to satisfy customer orders?

Crossroads RMC Cycle Counting Application gives you:

· Overall increased inventory accuracy

· Ability to review and approve count before direct update of Baan/LN tables

· Elimination of unnecessary re-orders of items with current inventory

· Greater ability to satisfy customer orders due to greater visibility to (accurate) inventory levels

· Direct labor cost savings – less staff required for count

· Increased productivity during count – with some of our customers, counts used to take weeks. They can now complete a count of all their inventory in one day.

Learn more: Crossroads RMC Data Collection - Web Collect 

Consulting News: ERP Implementation or Upgrade... Are You Prepared?

Crossroads RMC 0 38698 Article rating: 5.0

There are several factors that need to be considered when undertaking a major project like an ERP implementation or upgrade. Before you look to others outside of your organization to provide the expertise needed, you need to first look internally to ensure that the right players are in place to lead the project and also ensure business continuity during the project.

  • Executive Sponsorship - Does Senior Management have a clear and well understood commitment to project success?
  • Strong Project Manager?
  • Core Team Functional Representation - Are the Team Members knowledgeable participants and able to keep the project moving forward?
  • User Community Support?
  • Motivation - Are the Team Members willing and able to provide the time needed for a large-scale implementation?

Do You need help figuring out if your organization is properly positioned for an implementation or upgrade? Contact us. We can help.

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Tips:  LX | BPCS | M3

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities
Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Latest Porting Set – All Versions of Infor LN & Baan

Are you on the latest porting set for your version of Baan / Infor LN? Check here to be sure:

VERSIONS: Infor LN, Infor Baan ERP 5.0c, Infor Baan IVc4

LAST MODIFIED ON:
13th Jan, 2021: Updated with 9.3i porting set, see KB 2176336 for this version. Available from LN CE release 2021.01
9th Oct, 2020: Updated with 9.3h porting set, see KB 2158949 for this version. Available from LN CE release 2020.10
9th July, 2020: Updated with 9.3g porting set, see KB 2142625 for this version. Available from LN CE release 2020.07
10th April, 2020: Updated with 9.3f porting set, see KB 2125567 for this version. Available from LN CE release 2020.04
13th Jan, 2020: Updated with 9.3e porting set, see KB 2108810 for this version
11th Oct, 2019: Updated with 9.3d porting set, see KB 2093165 for this version
11th July, 2019: Updated with 9.3c porting set, see KB 2075437 for this version
13th March, 2019: Updated with 9.3b porting set, see KB 2051365 for this version
7th Dec, 2018: Updated with 9.3a porting set, see KB 2033165 for this version
6th Sept, 2018: Updated with 9.2b.01 porting set, see KB 2014729 for this version
8th June, 2018: Updated with 9.2b porting set, see KB 1997100 for this version
12th March, 2018: Updated with 9.2a.01 porting set, see KB 1972861 for this version
11th Dec, 2017: Updated with 9.2a porting set, see KB 1954406 for this version
8th Sept, 2017: Updated with 9.1c.01 porting set, see KB 1934704 for this version
10th June, 2017: Updated with 9.1c porting set, see KB 1915968 for this version
20th March, 2017: Updated with 9.1b.01 porting set, see KB 1897691 for this version
9th Dec, 2016: Updated with 9.1b porting set, see KB 1876613 for this version
22nd Sept, 2016: Updated with 9.1a.01 porting set, see KB 1856545 for this version
23rd June, 2016: Updated with 9.1a porting set, see KB 1836486 for this version
14th March, 2016: Updated with 9.0c.01 porting set, see KB 1700568 for this version
11th Dec, 2015: Updated with 9.0c porting set, see KB 1677286 for this version
17th Sept, 2015: Updated with 9.0b.01 porting set, see KB 1654371 for this version
19th June, 2015: Updated with 9.0b porting set, see KB 1630218 for this version
20th March, 2015: Updated with 9.0a.01 porting set, see KB 1605781 for this version
9th Jan, 2015: Updated with 8.9a.06 porting set, see KB 1586121 for this version, this is only 32 bit for windows and linux.
17th Nov, 2014: Updated with 9.0a porting set, see KB 1572748 for this version, 12 Dec 2014, new version for windows released.
26th Sept, 2014: Updated with 8.9a.05 porting set, see KB 1539050 for this version
11th July, 2014: Updated with 8.9a.04 porting set, see KB 1517147 for this version
5th April, 2014: Updated with 8.9a.03 porting set, see KB 1490061 for this version
10th Jan, 2014: Updated with 8.9a.02 porting set, see KB 1465391 for this version
4th Oct, 2013: Updated with 8.9a.01 porting set, see KB 1442188 for this version
19th July, 2013: Updated with 8.9a porting set, see KB 1422389 for this version
1st March, 2013: Updated with 8.8a.03 porting set, see KB 1381629 for this version
30th Nov, 2012: Updated with 8.8a.02 porting set, see KB 1356958 for this version
13th Sept, 2012: Updated with 8.8a.01 porting set, see KB 1181506 for this version
30th May, 2012: Updated with 8.8a porting set, see KB 1154144 for this version
19th Jan, 2012: Updated with 8.7b.01 porting set, see solution 1120445 for this version. This is the first version that can also be used for Infor BaanIV c
7th Oct, 2011: Updated with 8.7a.03 porting set, see solution 1062346 for this version
17th June, 2011: Updated with 8.7a.02 porting set, see solution 1025539 for this version
31st March, 2011: Updated with 8.7a.01 porting set, see solution 1007520 for this version
17th Jan, 2011: Updated with new version of 8.7a porting set
3rd Dec, 2010: Updated with 8.7a porting set, see solution 22945526 for this version
8th Oct, 2010: Updated with 8.6a.03 porting set, see solution 22899106 for this version
17th June, 2010: Updated with 8.6a.02 porting set, see solution 22899105 for this version
1st April, 2010: Updated with 8.6a.01 porting set, see solution 22899104 for this version
11th February, 2010: Updated with the 64-bit 8.6a porting set, see solution 22899103 for this version
1st Dec, 2009: Updated with new 8.6a porting set, see solution 22899103 for this version
1st Oct, 2009: Updated with new 8.5a.03 porting set, see solution 22899102 for this version
18th June, 2009: Updated with new 8.5a.02 porting set, see solution 22899101 for this version
19th March, 2009: Updated with new 8.5a.01 porting set, see solution 22899100 for this version
4th Dec, 2008: Updated with new 8.5a porting set, see solution 22899099 for this version
23th Oct, 2008: Updated with new 8.4c.02 porting set, see solution 22899098 for this version
23th July, 2008: Updated with new 8.4c.01 porting set, see solution 22899097 for this version
2nd July, 2008: Updated with new 8.4c porting set, see solution 22899096 for this version
13th March, 2008: Updated with new 8.4b porting set, see solution 22899095 for this version
24th Jan, 2008: Updated with new 8.4a.02 porting set, see solution 22899094 for this version
21st Dec, 2007: Updated with new 8.4a.01 porting set for Windows, see solution 22899093 for this version
31st Aug, 2007: Updated with new 8.4a.01 porting set, see solution 22899093 for this version
25th June, 2007: Updated with new 8.4a porting set, see solution 22899115 for this version
4th Jan, 2007: Updated with new 8.3a.01 porting set, see solution 22899114 for this version
20th Oct, 2006: Updated with new 8.3a porting set, see solution 22899113 for this version
23th Aug, 2006: Updated with new 8.2b porting set for windows, see solution 22899112 for this version
16th June, 2006: Updated with Porting set 8.2b: see solution 22899112 for this version
28th April, 2006: Updated with Porting set 7.6b_01: see solution 22899111 for this version
9th March, new version of 7.6b Porting set released, see solution below,(22899110)
6th Dec, 2005: Updated with Porting set 7.6b: see solution 22899110 for this version
15th June, 2005: Updated with Porting set 7.6a.02: see solution 22899109 for this version
27th April, 2005: Updated with Porting set 7.6a.01: see solution 22899108 for this version
4th Dec, 2004: Updated with Porting set 7.6a: see solution 22899107 for this version


SITUATION DESCRIPTION:
A porting set is a set of binaries, which are operating system dependent. It is the layer between the operating system and the application software. Infor regularly releases a new porting set. A bugfix number recognizes every modification made in the porting set.

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Kathy Barthelt

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