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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

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF Customer Order Inquiry enhancements

George Moroses 0 13427 Article rating: 5.0

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Search by Description in Segment Value List

George Moroses 0 13783 Article rating: 5.0

This enhancement provides search capabilities on segment value description in Segment Value List window (WINGSVD).

Segment Value List (WINGSVD):

  • Converted to a standard subfile
  • New action code 10=Search

This makes it easier to locate segment values when defining segment values in Model Account Builder or Alias definition. In addition, WINGSVD has been redesigned as a subfile to enable WebTop grid capabilities.

Infor LX/BPCS Tips & Tricks for FINANCE: Increase A/P Retention Days

George Moroses 0 6378 Article rating: 5.0

This enhancement allows reconciled payables and payments to be retained in the system for over 200 years. It extends the retention period in A/P Application Control Maintenance (ACP180) to support up to five digits. This gives LX customers the ability to retain data online for significantly longer durations.

Embracing Industry 4.0: The Future of Smart Manufacturing is Here

WEBINAR - Join us: Thursday, April 17th, 2025 from 1:00 to 1:30 (US/Eastern)

Anthony Etzel 0 6134 Article rating: 5.0

We’re standing in the middle of the Fourth Industrial Revolution—Industry 4.0—a transformation that’s redefining how products are made, moved, and managed. But many companies are still operating with Industry 3.0 systems: digitized, yes, but not yet intelligent, connected, or adaptive.

So, what makes Industry 4.0 different? And more importantly—where does your company stand in this transformation?

Automation to Intelligence: The Shift from Industry 3.0 to 4.0
Industry 3.0 introduced computers, electronics, and early automation into manufacturing. It marked the beginning of digital systems and the rise of Manufacturing Execution Systems (MES) as a bridge between planning and the shop floor. Industry 4.0 takes it further: it brings interconnectivity, real-time data, and AI-powered intelligence into every corner of the industrial environment. It’s about smart factories, self-optimizing systems, and predictive capabilities that weren’t possible before.

8 Pillars of Industry 4.0:

1...

Dive Into IDF for ERP LX! - Part 2

Anthony Etzel 0 12687 Article rating: 5.0

Learn all this and more in our webinar -Thursday, March 20th at 1:00 PM Eastern / noon Central.

Presenter: Nick Olson, Crossroads RMC Solutions Consultant

In this session, we will explore customizing the User Interface:

  • Want to see only the objects you need?
    • Build a Card!  
  • Constantly recreating the same filter row criteria?
    • Build it into a Subset!  
  • Too many irrelevant or not enough pertinent columns of data?
    • Build a custom View!  
  • Need to draw attention to a particular piece of information?
    • Build a Presentation Scheme!  
  • Tired of scrolling back and forth to see key data?
    • Freeze columns!  
  • Need to add and view attachments?
    • Build an Attachment Viewer Card!

Register TODAY: https://ibmi.workoutloud.com/Event/dive-into-idf-for-lx-part-2

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Impact of Configuration Changes on Audit Trails

Kathy Barthelt 0 33947 Article rating: 5.0

Impact of Configuration Changes on Audit Trails

The impact of changes in the audit settings varies depending on the specific circumstances. The issues typically arise when changes made to audit settings are implemented at runtime without requiring all users to exit the system (LN). As a result, some users may continue to generate audit trails using the old configuration, while those who log in after the changes take effect will create audit trails based on the new configuration.

Changes in User Profiles

Below is a summary table that illustrates the effects of these changes for a specific table within a company:

First2345791011Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Infor LN & Baan Tip of the Week: Reports to Analyze Company Performance

You know what 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 Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, 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.

BAAN & LN FINANCE:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)


BAAN & LN MANUFACTURING:

Baan IV

  • Print Actual Cost by Production Order ticst0401m000
    • This report can be run at any time in the production order’s life to show how hours-spent and material-used compare between estimated and actual usage.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Baan V

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Print Work Center Utilization By Week tiscf1402m000
    • This report shows capacity issues at work centers/machines which help identify production bottlenecks.


Infor LN

  • Print Estimated vs Actual Material Costs ticst0401m000
    • This report can be run at any time in the production order’s life to show how actual material-used compares to estimated usage.
       
  • Print Estimated vs Actual Hour Costs ticst0402m000
    • This report can be run at any time in the production order’s life to show how actual hours-spent compares estimated hours.
       
  • Utilization report from– Print Resource Order Plan cprrp0430m000
    • This report from Enterprise Planning will show all orders from planning and production. By incorporating both order types, capacity issues can be seen short range where planning has determined that new orders are needed, as well as long range where planners may find opportunities to shift work or even to plan machine maintenance.

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Kathy Barthelt

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