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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

Can you afford not to invest in MES?

Anthony Etzel 0 33151 Article rating: 5.0

Given the environment today with growing global competition in terms of innovation, cost and time to market (given by short product cycles) as well as with increasing regulatory demands, the answer to the question “Can you afford not to invest in MES?” is turning into a clear “NO”. 

Click here to read the full Critical Manufacturing article.

Crossroads MES is Infor’s global solution for manufacturing execution and is perfectly suited to fill the gap between your manufacturing initiatives and your ERP system.

Crossroads RMC proudly announces the LX 8.3.5 go live for Trinity Industries.

Anthony Etzel 0 39949 Article rating: 5.0

Trinity Industries is live on LX 8.3.5! This project was truly a team effort working in partnership with HCL America. Crossroads RMC's involvement included John Kasper (Finance), David Campbell and Nick Olson (Operations), Jacob Hale (Supply Chain Management), and Tony Curtis (LX Administration). 

Trinity began providing industrial products and services to customers more than 85 years ago. They started as a small butane-tank manufacturer and evolved over time into a premier diversified industrial company with market-leading businesses serving the energy, chemical, agriculture, transportation, and construction sectors.

Infor LX & BPCS Tip of the Week: Pre-Assigned Lot Numbers – LX

Anthony Etzel 0 55361 Article rating: 5.0

In addition to assigning lot numbers in Shop Order Entry/Maintenance (SFC500) after the shop orders have been released, users can now pre-assign lot numbers during the Multi-level Shop Order Release process (SFC530) and the Multi-Level Backflush process (LMP600) for sub-assemblies that are lot controlled items. The user has the choice of using the parent lot ID, the next sequential generated lot ID, or not pre-assigning lot IDs. Multiple items per lot must be installed to use the parent lot number option.

Infor's Support Schedule for Infor LN & Baan

How Crossroads RMC can help

Kathy Barthelt 0 77203 Article rating: 5.0

Infor recently announced their support schedule for all versions of Infor LN & Baan.

Not sure what your company’s strategy should be moving forward?

Let us help you figure out the best path forward for YOUR company. Our goal is to put you on a path that ensures that you are supported and that your needs are met today and in the future without breaking the bank. Visit our Services page to learn more>

Infor LN & Baan Tip of the Week: Quantity change during shipment planning – 10.7

Kathy Barthelt 0 83372 Article rating: 5.0

Customers who use the Projected Shipments concept, and with that the Shipment Planning Workbench, require more flexibility in modifying outbound order lines before projected shipments are generated. The most important requirement is the option to change item quantities, which is a typical instrument to react on specific circumstances such as truck size and inventory situation. A Shipment Planning tab has been added to the Outbound Order Lines to enable users to perform shipment planning activities in terms of quantities and dates.

Cremer S.A. partners with Infor Consulting Services

Customer Innovation Study

Frank Petrasio 0 44374 Article rating: 5.0

Cremer S.A. partners with Infor Consulting Services to replace incumbent ERPs in acquired businesses with Infor LX.

"Infor LX provides meticulous detail into the real costs of our business and can be implemented rapidly with no investment in customizations. In short, Infor LX fits our business and provides us with the highest return on investment.” Marcelo Jorge Fernandez Operations Director & CIO, Cremer S.A.

Want to learn more about this LX success story? Click Here to Read Full Customer Innovation Study 

Contact Frank Petrasio at Crossroads RMC to find out how your company could be the next LX success story!

Learn More about Crossroads RMC's Services>

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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Kathy Barthelt

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