Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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

Important Update: Infor's Plan to phase out LN embedded EDI module (ECEDI/BEMIS)

Kathy Barthelt 0 3456 Article rating: 5.0

Please be aware that the Infor LN embedded EDI module (ECEDI/BEMIS) will transition to sustaining maintenance in the second half of 2027. This feature has not received enhancements in recent years, and no future updates are planned.

Existing customers using the embedded EDI module are encouraged to transition to EDI Exchange or Automotive Exchange, in order to benefit from ongoing enhancements and future capabilities. Infor has invested significantly in EDI Exchange and Automotive Exchange to support a broad range of EDI communications with external parties, as part of continued innovation within Infor LN Cloud.

For new LN CE customers, the embedded EDI module will no longer be provisioned.

Action steps
For more information please see Knowledge Base (KB) article 3632427.

 

CASE STUDY: Navigating an ERP Upgrade with Outdated Knowledge

Kathy Barthelt 0 2708 Article rating: 5.0

The Problem: Knowledge Gaps in a Legacy ERP Environment

For organizations running long-established global ERP systems such as Infor Baan or LN, upgrades can be daunting. Over the years, employee turnover, internal role changes, and evolving business structures often erode institutional knowledge of the original ERP setup.

When the time comes to upgrade, teams frequently lack a clear understanding of how the system is currently being used. This knowledge gap leads to inefficient planning, costly rework, and missed opportunities for process optimization.


The Solution: A Blueprint-Based Assessment and Optimization Strategy

To address this challenge for one of our LN customers, we implemented a blueprint-driven assessment designed to provide a clear, data-backed foundation for their ERP upgrade.

Our strategic approach focused on objective comparison and actionable insight, using a step-by-step methodology:

  1. Benchmarking Against a Standard Blueprint
    We created a standard LN functionality blueprint representing the ideal model of available processes and best practices.

  2. Site-by-Site Analysis
    Each customer site’s configuration and usage were compared to the standard blueprint, identifying gaps, customizations, and inefficiencies.

  3. Efficiency and Optimization Reporting
    The comparison highlighted workflow inconsistencies and process variations across sites, enabling targeted optimization and standardization.

  4. Budgeting and Roadmap Development
    The results provided a data-driven foundation for budgeting, along with a clear, prioritized roadmap for the upcoming upgrade.


How the Solution Was Implemented...

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Audit Fields by Table (ttaud3125m000)

Kathy Barthelt 0 5656 Article rating: 5.0

Use this session to to define which fields must be audited, and when they must be audited.

Note: 

  • It is not required to define the fields that must be audited. Only if not all fields in a table must be audited, you must specify the fields that must be audited. You can only specify fields for a table for which you selected Specified in the Field Selection field of the Audit Tables by Profile (ttaud3120m000) session. If you selected All in that field, all fields in the table are audited, and no fields can be specified.

  • For a detailed explanation of the relation between audit type and field specification, refer to the section How to determine the net result of the audit configuration in the Audit Configuration Management topic.

  • The audit functionality uses the positive approach, which means that you can only specify which tables and fields must be audited, but not which tables and fields must not be audited. Therefore, through the appropriate menu, commands are available to load all (key) fields. You can then delete the fields you do not require.

Infor LN & Baan Tips & Tricks for OPERATIONS: Sales Contract Linked Documents (tdsls3506m000)

Kathy Barthelt 0 4512 Article rating: 5.0

Use this session to view the documents linked to a sales contract. You can view these documents only when a sales order line or a sales schedule line is linked to a sales contract line.

Note: 

  • You can view this session only if the Contracts check box is selected in the Sales Parameters (tdsls0100s000) session.
  • You can use the Linked Document option from the References menu to view the details of a specific linked document.


Field Information

Contract: The code of the sales contract.

Description: The description of the sales contract

Line: The sequence number of the sales contract line.

Sales Office: The code of the sales office.

Description: The description of the Sales Office

Linked Document: The document type that is linked to the sales contract line.

Note: This field can be set to Sales Order Line or Sales Schedule Line only.

Linked Document Company: The company in which the document is linked to the sales contract line.

Linked Document: The code of the document that is linked to the sales contract line.

Note: 

  • The code of the sales order is defaulted from the Order Line field in Sales Order Lines (tdsls4101m000) session.
  • The code of the sales schedule is defaulted from the Schedule field in the Sales Schedule Lines (tdsls3107m000) session.

Linked Document Reference: The reference number of the linked document.

Note: 

  • The line number of the sales order line is defaulted from the Line field in the Sales Order Lines (tdsls4101m000) session.
  • The line number of the sales schedule line is defaulted from the Line field in the Sales Schedule Lines (tdsls3107m000) session.

Link Sequence: The sequence number of the linked document.

Infor LN & Baan Tips & Tricks for FINANCE: Clear Rounding Differences for Documents with Period Change (tccri7214m000)

Kathy Barthelt 0 4475 Article rating: 5.0

Use this session to adjust the rounding difference transactions, calculated during the internal conversion, for inter-period postings.

Inter-period postings are the postings made to the ledger accounts defined in the Finance Company Parameters (tfgld0503m000) session for fiscal and reporting period changes.

If inter-period postings exist, very big rounding differences are calculated . If you run this session, those rounding differences are replaced with values that properly deal with an observed period change.

If inter-period postings exist, during the internal conversion rounding differences can be calculated for the wrong period. If you run this session, those rounding differences are deleted and the rounding differences are created for the correct period.

JOIN WEBINAR: Chat With Your IBM i Data

Thursday, October 16 2025 --- 1:00-2:00pm US/Eastern

Nick Olson 0 2789 Article rating: 5.0

Imagine being able to ask questions directly to your IBM i data and get answers in real time. In this session, we’ll demonstrate how AI-driven tools can connect with your IBM i, making data analysis faster, more intuitive, and more accessible than ever before.

  • Thursday, October 16, 2025

  • 1:00-2:00PM US/Eastern

  • Presenter: Nick Olson, Crossroads RMC


Register Today: https://ibmi.workoutloud.com/Event/ai-in-manufacturing/Register

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Moving Beyond ERP Customizations: Smarter Solutions for a Future-Ready System

Transitioning away from ERP customizations can feel like a major hurdle—but with the right strategy, it’s not just possible, it’s powerful. Let’s cut through the noise and look at the real issues... and the smart solutions that pave the way to a leaner, more future-ready ERP.

Common Challenges (and Why They’re Not Dealbreakers)

Reliance on Custom Processes
Custom workflows often become second nature—but are they still serving you? Modern ERPs evolve with industry best practices baked in, and chances are, today’s standard features do what your custom code used to… only better.

Budget & Time Constraints
Testing, retraining, consulting—it all adds up. But the long-term payoff? Reduced technical debt, faster upgrades, and major gains in efficiency and scalability.

User Resistance
Change is hard, especially when teams are comfortable with their tools. But clear communication and a strong change management plan can turn skeptics into champions of a smarter, streamlined system.

Reality Check: Has Your Business Outgrown Its Customizations?
Are workarounds piling up? Are outdated custom features slowing things down? It might be time to re-evaluate. Often, organizations discover that what once required custom code can now be handled with out-of-the-box functionality.


Did You Know?

  • ERP Upgrades Can Eliminate 25%–50% of Customizations.
  • Modern ERP systems, like Infor LN and Baan, now include many features that used to require custom development.


Smart Alternatives to Customization

  • Use Standard APIs & Libraries
    Modernize without disrupting. Refactor your code to integrate cleanly with the ERP’s built-in APIs—no more core modifications.
  • Tap Into Infor Extensibility & LN Studio
    Need to tweak something? Use Extensibility for light changes or LN Studio for deeper custom apps that don’t compromise ERP integrity.
  • Simplify Integrations with Infor ION
    If your customizations are all about connecting systems, ION has you covered with seamless, low-code integration across platforms.
  • Build with RMCgen
    Need custom development? RMCgen lets you create new components without ever touching standard ERP code—flexibility and stability.
  • Get Insights with Dashboards, Not Code
    Custom dashboards deliver actionable insights without bloating your ERP. Use analytics tools to tailor views for every role.
  • Embrace Built-In Reporting Tools
    Skip the custom report scripts. Infor Report Designer, Document Management, and BIRST give you the power to build rich reports—no dev time required.


Your Custom Inventory: Time for a Health Check
Not sure where to begin? Start by assessing your existing custom components. Crossroads RMC can help you pinpoint which ones are still pulling their weight—and which can be retired or replaced with smarter tools.


💡 Let’s Talk Solutions
Ready to unlock the full potential of your ERP—without dragging legacy code along for the ride? Crossroads RMC is here to help.

📞 800.762.2077
📧 solutions@crossroadsrmc.com
💬 Or Request a Consultation to start your journey to a flexible, future-proof ERP.

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