Please Wait a Moment
X

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

Elevate Your Team's Output with Expert LN & Baan Help Desk Services

Kathy Barthelt 0 10633 Article rating: 5.0

In today’s fast-paced business environment, maintaining an efficient and responsive ERP system is crucial for success. However, managing ERP support internally can be resource-intensive and distract from your core business objectives. That’s where Crossroads RMC comes in. With our on-demand ERP Expert Help Desk Service, your organization can enhance efficiency, boost customer satisfaction, and allow your team to focus on key business goals.

Key Advantages

  • Round-the-Clock Support: Access functional and technical support 24/7, 365 days a year—even on weekends and holidays!
  • In-depth Expertise: As an Infor Partner, we offer extensive knowledge across all Infor LN & Baan versions, ensuring you get the best possible support.
  • Multiple Communication Channels: Reach out via phone, text, email, online portals, Microsoft Teams, web meetings, or in-person visits.
  • Transparent Monitoring: Receive transparent monthly reports to keep track of service utilization.
  • Disaster Recovery Solutions: Benefit from comprehensive ERP disaster recovery solutions tailored to safeguard your operations.
  • Specialized ION Support: Get expert assistance with your ION workflows for seamless integration and management.

Why Crossroads RMC - Partnering for Success

  • Cost Savings: Outsourcing your ERP Help Desk with Crossroads RMC can significantly reduce the overhead costs associated with supporting and maintaining your ERP system.

ERP LX / BPCS Expert Help Desk Service

George Moroses 0 11627 Article rating: 5.0

Crossroads RMC has fine-tuned our Technical Help Desk Service to meet specific job requirements. Our service delivers product-level support and development assistance with significant cost savings compared to traditional models. Our Help Desk is a tailored service that provides a dedicated ERP LX/BPCS technical resource ensuring our support precisely aligns with your needs for a more efficient and effective solution. 

Key Features:

  • Flexible Hours: Tailored to fit your budget and requirements.
  • Duration Options: Choose from 3, 6, 9, or 12-month agreements.
  • Remote Accessibility: Primarily remote support with on-site options for comprehensive assistance.
  • Expertise Spectrum: Includes RPG proficiency, robust documentation, design skills, IBMi system knowledge, job scheduling, SQL expertise, CL development, and more.
  • Scope: Focuses on technical support and development, with application support available upon request.


What's NEXT together.
Embrace a streamlined, reliable, and empowered LX/BPCS environment that
aligns our solutions with your business goals and budgetary needs.

Request a consultation  |  800.762.2077

Infor LX / BPCS Tip: Navigate New Tariffs with Infor ERP LX & Expert Guidance

George Moroses 0 20129 Article rating: 5.0

In light of the recent tariffs on imports from Canada, Mexico, and China, effective April 2, 2025, adapting your business operations is crucial to your success. Infor ERP LX offers robust solutions for managing these new trade regulations through its advanced tariff processing functionalities. This system ensures accurate duty calculations and compliance with the latest regulations, helping you streamline operations and maintain competitiveness.

For specialized support and to optimize your ERP system, partner with Crossroads RMC. Our expertise in ERP LX will help you navigate these changes efficiently.

Learn how Infor ERP LX and Crossroads RMC can support your business in these evolving times.

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Archiving Concept

Kathy Barthelt 0 57977 Article rating: 5.0

Companies are developing procedures for entering data into an ERP system and for archiving manuals, drawings, specs, and other hard-copy documents. However, in many cases there is no defined procedures to store historical electronic data. Archiving electronic data should be an integral part of your business processes. 

Generally, archiving is the process of moving historical data from the operational environment to a special archive environment. At home, you might move old bank statements from a closet in your study to a box in the attic. At the office, you might store old hard copies of purchase orders in a room far from your own desk. Just because you no longer need the information in your daily work, does not mean you can dispose of the information. In terms of electronic data in your ERP system, archiving means moving historic data from the operational company to a special archive company; in that way, the historic data will be out of your way and safely stored. To free up disk space on your machine after you have archived the data, you can also move the historic data to an external medium.

Archiving strategy:

Infor LN & Baan Tips & Tricks for OPERATIONS: Blocking or Unblocking Warehouses

Kathy Barthelt 0 16917 Article rating: 5.0

You can block a warehouse for inbound procedures, outbound procedures, or both. For example, you can block inbound and outbound procedures for a warehouse if the warehouse must be closed temporarily for inspection.

You can impose these types of blockings:

  • Full block: Full block on warehousing procedures.

  • Interactive block: Override blocking allowed except blocks on confirm shipment or confirm receipt.

If you impose a full block on inbound procedures...

Infor LN & Baan Tips & Tricks for FINANCE: Interest Invoices

Kathy Barthelt 0 25852 Article rating: 5.0

You can generate interest invoices for paid invoices, partially paid invoices, and unpaid invoices. In addition, after you generate and send an interest invoice, you can generate a subsequent interest invoice for the next period.

Setting up interest invoicing: You can set up interest invoicing in Accounts Receivable and the General Ledger.
To set up interest invoicing, use these sessions:

  • Invoice-to Business Partner (tccom4112s000)

For invoice-to business partners...

Infor LX/BPCS Tips & Tricks for FINANCE: Creating Configurable Macros (CEA)

George Moroses 0 16717 Article rating: 5.0

You can create new macros in the Infor LX Configurable Enterprise Financials CEA107. 

On the Macro Definition window, you define the source file and the field in which you perform an arithmetic or special operation. For example, you can create a macro to accrue sales commission based on revenue. Your source file and field are the Invoice Line History (SIL) file and the G/L revenue (ILREV) field. 

Select Functions to access the Macro Functions window, on which you define the arithmetic, character, or special operation to process against the defined source field. In the previous example of accrued sales commission, you enter an arithmetic operation of multiply (*) and an operand value for the percentage, such as 0.05 for five percent. 

Note:  Previously created user defined macros will have to be updated to include any expanded field sizes in V84. 

First2345791011Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Can accounts receivable invoices be uploaded into LN using Excel?
Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice headerexport it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail.

1a. Open the transactions (tfgld1101m000) session and create a batch.

1b. Insert a transaction type, used for creating sales invoices, like ACR, and open it.

2a. The Sales Invoices (tfacr1110s000) session starts. Maintain the invoice header and save it. For example sales invoice ACR 4497.

2b. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

2c. In the excel file created during previous step, add the headers for the invoices to be uploaded. Notice if for the transaction type the Documents in Fixed Sequence checkbox is ticked in the Transaction Types (tfgld0511m000) session, the document number for the not-yet existing invoices to be imported in LN should be equal to the default series for this transaction type. Otherwise, so if the Documents in Fixed Sequence checkbox is not ticked, the desired document numbers can be maintained in the excel file.

2d. In the Sales Invoices (tfacr1110s000) session in the Actions menu select Export and Import -> Settings, and make sure the Import Only in This View checkbox is NOT ticked. Then select in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it. Afterwards the invoice headers should be visible in the Sales Invoices (tfacr1110s000) session.

3a. Navigate to the first invoice, select Lines. The Transactions (tfgld1102m300) session opens. Maintain at least 1 line and save it.

3b. Open the line created in the prior step. Notice the detailed version of the Transactions (tfgld1102m300) session opens.

3c. In the Actions menu select Export and Import -> Advanced Export (fields: All tabs).

3d. In the excel file created during previous step, add lines for the header invoice numbers as available in the Sales Invoices (tfacr1110s000) session (as per step 2d).

3e. In the detailed version of the Transactions (tfgld1102m300) session in the Actions menu select Export and Import -> Import, select the excel file as saved in the prior step, and import it.


OPERATIONS: MPS Planned vs. MRP Planned
When deciding what items should be MPS (Master Production Schedule) planned and what items should be MRP (Material Requirements Planning) planned, it's crucial to understand the nature of the items and their demand sources. Here's a breakdown:

  • Master Scheduled Items:

    • Master Scheduled Items are typically finished goods or service items.
    • These items receive their requirements from both Independent and Dependent demand sources.
       
  • Independent Demand:

    • Independent demand cannot be calculated from higher-level demand in the product structure.
    • It is driven by forecasts or actual customer orders, primarily applicable to Finished Goods or Service parts sold to customers.
       
  • Dependent Demand:

    • Dependent demand is derived from higher-level demand in the product structure.
    • It includes components, raw materials, and sub-assemblies.
    • Dependent demand items are not typically part of Master Production Scheduling (MPS).
       
  • Service Parts:

    • Service parts can have both independent demand from forecasts or customer orders and dependent demand from higher-level demand if they are used in sub-assemblies or other products.
       
  • Cumulative Lead Time:

    • Cumulative Lead Time is a concept used in MPS.
    • It combines the fixed lead time and variable lead time required to produce a product.
    • It represents the longest path through a Bill-of-Materials (BOM).
    • Your ERP system will calculate the cumulative lead time (Critical Path) based on MPS setup options.
       
  • Infor LN Approach:

    • Infor LN does not differentiate between MPS and MRP planning.
    • It uses Enterprise Planning (EP) with one set of planned orders.
    • While you can set up items and generate orders at plan levels, it's not always necessary.
    • In theory, you could treat plan level 1 similar to MPS items.
       
  • Defining Independent Demand in LN:

    • In LN terms, independent demand is demand not related to other planned items.
    • Dependent demand comes from related planned items higher up in the BOM structure.
       
  • COLT (Cumulative Order Lead Time):

    • COLT exists in the purchase and manufactured planned items.
    • It considers non-critical and critical lead times based on components marked as critical.
    • Once calculated, COLT can be used to update the order and planning horizons of a planned item.

Relevant Sessions:

In Baan IV:

  • Maintain Item Data (tiitm0101m000)
  • Generate MPS (timps3201m000)
  • Maintain Master Production Schedule (timps3101m000)
  • Display Planned Inventory Movements by Item (timrp1510m000)
  • Display Planned MRP Purchase Orders (timrp1521m000)

In Baan V:

  • Plan Item Data (cprpd1500m000)
  • Item Master Plan (cprmp2101m000)
  • Time-Phased Overview (cprrp0520m000)

In Infor LN:

  • Item – Planning (cprpd1100m000)
  • Item Master Plan (cprmp2101m000) - Same as Master MPS if used


TECHNOLOGY: Are you running the latest Infor components?
Always good to stay on top of new releases for your various Infor components. Here is a list of knowledge base articles that you can check for the components listed below:

For the last Infor LN, Infor Baan5, and Infor Baan4 porting set see KB 22923520

For the last BaanIVc 6.1c porting set see KB 22923521  No fixes are made based on the 6.1c porting set.

For the last Worktop set see KB 22881488 For the last BW set see KB 22881483 For the last EME set see KB 22866552 For the last Office integration set see KB 22867312 For the last Dynamic Form Editor see KB 22881485

For more information and assistance, you can contact Crossroads RMC at 800.762.2077 or via email at solutions@crossroadsrmc.com.

Previous Article Infor LN & Baan OPERATIONS Tip: MPS Planned vs. MRP Planned
Next Article Infor LN & Baan Tip & Tricks for TECHNOLOGY: Infor LN Rest API
Print
21734 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories