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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 Tip of the Week: Inventory Transfers for Outside Operations

Anthony Etzel 0 57996 Article rating: 5.0

This enhancement allows users who currently perform outside operation processing in shop floor programs to manage the transfer of components used in the outside operations to the vendor’s designated warehouse.

This enhancement provides modified and new INV511D screens and adds new logic to allow the user to identify all shop orders that have components linked to outside operations or to identify all the components linked to an outside operation on a shop order. The shop orders can be filtered by either a date range or by a specific vendor.

Inventory Transfers for Outside Operations enhances the management of external operations by providing screens that simplify the selection of the shop orders or items to transfer to a vendor.

Transfers to the vendor warehouse are performed in the Inventory Transfers, INV511D, screens.

Infor LX / BPCS Tip of the Week: Optional Authority to Maintain Reason Codes

Anthony Etzel 0 54103 Article rating: 5.0

This enhancement allows users to update Reason Code Maintenance, INV140D1, for Transaction Effects that they are not authorized to in any other programs. A new system parameter was added to Inventory Parameters, INV820D. The enhancement allows users who do not actually perform transactions in Infor LX to maintain the reason codes for the transactions.

Infor LN / Baan Tip of the Week: Deleting Records

Kathy Barthelt 0 80521 Article rating: 5.0

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving describes several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

Explore your IDF programs

Anthony Etzel 0 33290 Article rating: 5.0

If you haven't already, you may want to start to explore your IDF programs. Currently they provide the replacement for the 300 series inquiry programs. In addition, navigation drill downs are far superior to any green screen presentation of the data.

Consistently meet customer commitments without last minute surprises

George Moroses 0 23325 Article rating: 5.0

What if you had a solution that allowed you to consistently meet customer commitments without last-minute surprises and unexpected extra effort and cost?

We do this by preventing slippage — slippage is any break in the plan that disrupts both normal material flow and the rhythm of the plant that is preventable by timely key user intervention.
Click here to learn more about OTTO, On-Time Orders.

Crossroads RMC and FIFCO to partner on an Infor LX / ION Project

Anthony Etzel 0 41866 Article rating: 5.0

A quote from the Applications and Development Manager at FIFCO…

"FIFCO has a long standing relationship with Crossroads RMC. Over the past 20 years, Crossroads has been committed to our success. We chose Crossroads to implement ION for the technical expertise and in-depth knowledge they have of ERPLX. I have found this to be true of all the consultants I have worked with over the years from Crossroads. I hope for FIFCO USA and Crossroads RMC to continue their partnership for many more years to come."

BPCS / LX Tip of the Week: Inventory Period Balance Freeze

Anthony Etzel 0 57616 Article rating: 5.0

This enhancement provides clients the ability to store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels. Infor LX clients can back date inventory transactions into the immediate previously closed period, and thus update what was saved as the opening/ending balance throughout the current open period. 

Tracking the opening/ending/period balance for each inventory period can give users insights into the levels of inventory for each item, item/warehouse and item/warehouse/lot/location combination.

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

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Tips: LN | Baan

Infor LN & Baan: BIG DATA - Keeping Track of Key Metrics

In order to communicate effectively as a team, everyone needs to speak the same language and operate off the same playbook. If decisions are made based on the data or the view of data that individuals are maintaining through their own spreadsheets or other data silos, then communication is negatively impacted.

Manufacturers need to review large amounts of data every day, making it difficult to keep track of key metrics within your department.

That’s where Crossroads RMC’s Analytics Dashboard solution comes in. Our Analytics Dashboard was developed to make tasks easier by putting all of the key information in one convenient location so you can view all of your crucial data in real-time.
 

With powerful dashboards, you can:

  • Create pie charts, graphs, interactive maps, and more with just a few clicks.
  • Build a dashboard once and make it instantly available on any device.
  • Tell a story with your data with your own custom layouts, colors, and commentary—all with no coding.
  • Confidently provide reports with real-time data updates.
  • Access your dashboards from anywhere–computer, tablet, or phone.

Check out the sample of our dashboards by department below. Then, to get started, request a demo for a complete walkthrough of our Analytics Dashboard.
 

Manufacturing

OEE, time usage, downtime, quantities, cycle times, and more...

Enlarge Production Summary Dashboard Enlarge Work Center Job Step Status
Production Summary Dashboard Machine / Labor Performance Dashboard Work Center Job Step Status Dashboard



Finance

Revenue, income, working capital, assets, and more...

Enlarge Accounts Receivable Dashboard
Accounts Receivable
Summary Dashboard
Accounts Receivable
Dashboard
Enterprise Accounting
Dashboard


Materials

Planning, sourcing, procuring, transporting, storing, controlling materials, and more...

Enlarge Inventory Dashboard Enlarge Sales History Dashboard
Inventory Dashboard Purchasing Dashboard Sales History Dashboard

Learn more>
 

Contact us or Request a demo to Get Started.

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Kathy Barthelt

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