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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 LX / BPCS Tips & Tricks for Finance: Inventory Period Balance Freeze

George Moroses 0 15703 Article rating: 5.0

Users can now freeze period-end balances at the end of a fiscal period. You can now store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels. This information can then be used for inventory tracking and valuation purposes, as well as other ad hoc financial and audit reporting requirements. Infor LX clients can backdate inventory transactions into the immediate previously closed period, and thus update what was saved as the opening/ending balance throughout the current open period.

Infor LX / BPCS Tips & Tricks for Operations: Retain Lot Status on Shipped Resupply Orders

George Moroses 0 10811 Article rating: 5.0

When a lot is completely shipped on a customer order, the Lot Status is changed to Z. Since a resupply order must still be received in the To Warehouse to complete the transaction, do not update the lot status when the resupply order is shipped. If a lot is completely shipped on a resupply order, LX no longer updates the lot status to Z, because the shipped lot retains its current lot status, the additional steps, no additional steps are required to receive it in the To Warehouse.

Infor LX / BPCS Tips & Tricks for Technology: Reset Purchase Order In Use

George Moroses 0 11859 Article rating: 5.0

This feature resolves or resets a purchase order or requisition that is no longer being processed, but the system still indicates it is 'in use'. The user selects Purchase Order/Requisition in Use Maintenance, PUR940D, from the Purchasing Management Menu, PUR, located in the Special Processing sub-menu. The user then enters an order or requisition to remove the 'In Use' status.

End of Year E R P Checklist: Streamline Your Transition to the New Year

Crossroads RMC 0 6460 Article rating: 5.0

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

  1. All Departments Checklist
  2. Technology Checklist
  3. Operations Checklist
  4. Finance Checklist

Infor LN & Baan Tips & Tricks: Action Required - Infor LN Cloud Edition - Fonts Update!

Kathy Barthelt 0 42306 Article rating: 5.0

In April 2025, Infor LN Cloud Edition release 2025.04 will introduce the deprecation of Windows® fonts in LN report design and output. This means that Windows fonts will need to be replaced by Google fonts.

Actions Required:

  • All LN Cloud Edition customers must identify all reports modified with the LN report designer and update them by replacing the Windows fonts with Google fonts.
  • Completed before the 2025.04 Maintenance Window.
  • Please see Knowledge Base (KB) article 3523663 for more information, details and FAQs.
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Tips:  LX | BPCS | M3

Item Facility Master has a new attribute to define the override inspection days lead time CICP.ICINSD.

  • When an item facility has a defined override inspection days lead time, that value will be used instead of the system parameter inspection days lead time.

MRP exception report, MRP200B
Purchase planning report, PUR285B
Purchase order / Requisition maintenance, PUR500D3
Purchase order consolidation / release, PUR640B1
Vendor splits, PUR653B

This enhancement improved the subfile utilized in MRP320D Master Schedule Detail Inquiry -SCR001 by expanding the subfile with data rather than clearing the subfile as user pages. This change provides full support for the WebTop 4.8 Grid decorator.

This enhancement updated the approach used to populate the subfile to allow a deployed Webtop Grid to function correctly. There is no visible or user-impacted change to the way the program functions.

This enhancement provides improved functionality and full support of a Webtop grid applied to the subfile.

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Tips: LN | Baan

Check-Ups are important… Including Infor LN & Baan ERP Check-Ups!

What would you say to someone if they never went to a doctor for a check-up, or never took their car in for regular maintenance, like an oil change?

You might say that they were asking for problems, right? The point of those check-ups is to catch a problem early, or better yet before it occurs. Going for check-ups gives you the peace of mind that things are running well and if an issue is identified early enough you can reduce overall risk. Regular check-ups can help reduce out-of-pocket expenses over time.

What about Finance, Manufacturing, Supply Chain, and Company-wide Check-Ups for your Infor ERP system? What will happen if you NEVER hit pause?

Here are some questions by department to consider.

Finance:

  • Do I have the right visibility into our ERP data to be able to do proper financial planning, forecasting, and reporting?
  • Can I reduce the amount of time it takes to do a monthly close?
  • Is my ERP system covering all of my tax compliance requirements?
  • Are we losing money because we can’t track our costs accurately?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?


Manufacturing:

  • Is there a way to gain better real-time visibility into my operations?
  • Can we increase OEE?
  • Are we accurately capturing our time and labor on the shop floor?
  • Are we properly planning to maximize our production efficiency?
  • Do we understand why we do what we do?
  • Can we automate some of our processes to become more efficient?


Materials:

  • Do we have full visibility into our supply chain?
  • Is planning negatively impacted because of how we communicate with our suppliers?
  • Are we managing our inventory properly?
  • Are we able to fully analyze our sales in order to maximize profitability?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?


Company-wide:

  • How does data flow from one department to another?
  • Are we relying on outdated processes and procedures?
  • Do we understand why we do what we do?
  • Can we eliminate or streamline processes to become more efficient?
  • Are we making bad business decisions because one department doesn’t have access to real-time data or data from another department?
  • Are we losing money because we can’t track our costs accurately?
     

Whether your Infor ERP investment was made one year ago or twenty, your business deserves the opportunity to maximize the investment that was made.

Crossroads RMC offers a variety of Infor ERP Utilization Reviews to allow companies to achieve a greater return on their Infor ERP investment, maximize efficiency and improve overall employee satisfaction.

Utilization Review for Infor LN (ERP LN)
Utilization Review for Baan

Learn more about our Types of Utilization Reviews for Infor LN (ERP LN) & Baan.

  • Automotive Exchange / ION Utilization Review
  • Technical Systems Utilization Review
  • MRP Utilization Review
  • Supply Chain Utilization Review
  • Financial Utilization Review
  • Manufacturing Application Utilization Review
     

Visit our Utilization Review FAQ section for Infor LN (ERP LN) & Baan.


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Kathy Barthelt

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