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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

Crossroads RMC is proud to enter their 21st year in partnership with Paccar for Baan data collection

Kathy Barthelt 0 71315 Article rating: 5.0

In 1998, Paccar, Inc. chose Crossroads RMC to be their data collection partner for Baan IV. That partnership has grown over the years and now incorporates almost 200 data collection licenses and 15 different Crossroads applications that run on mobile devices throughout Paccar’s facility. This year, Paccar has elected to extend the Crossroads Data Collection - Web Collect to some of their 3rd party contractors in order to support an increase in production. With the installation of the Crossroads Data Collection - Web Collect, the subcontractors will be able to complete sub-assembly activities and inventory transfers all within Paccar’s Baan system which the subcontractors will be accessing via a point to point solution built for them.

Baan / LN Tip of the Week: Analyzing Inventory Adjustments – 10.6

Kathy Barthelt 0 71459 Article rating: 5.0

Want to understand the financial ramifications of inventory changes in Infor LN? 

Analyze Inventory Adjustments in-LN 10.6

Several display and print sessions are available.  In these examples, the item number used is 020000.

1--Adjustment Orders Session

Double click on the order line to get to the Lines detail.

In the Lines session, double click on the item to see the details.

The “Adjustment” tab provides the quantities.

AVALARA ISN'T ONLY TAX CALCULATION AND RETURNS FILING....

BPCS & Infor LX

Anthony Etzel 0 32688 Article rating: 5.0

Did you know that in addition to tax calculation and returns filing, Avalara can also help with:

  • Business license and tax registration
  • Streamlined Sales Tax qualification
  • Nexus analysis and compliance
  • Tax document management including exemption certificates
  • Audit preparation

Contact us today! We partner closely with Avalara to provide you with solutions on ALL version of BPCS and Infor LX!

Did you know that when you move to LX 8.4, the 100 series maintenance programs will be performed using ...

Anthony Etzel 0 21581 Article rating: 5.0

Did you know that when you move to LX 8.4, 100 series maintenance will be performed using the IDF maintenance programs, and the green screens go away? However, if you have the IDF integrator with 8.3.4 or 8.3.5, you have the ability to create business objects over your own data files along with creating maintenance programs. This would be a great way modernize any old green screen file maintenance that you currently have.

OTTO: How to get started? It’s easy!

Anthony Etzel 0 29789 Article rating: 5.0

The evaluation process for business operations improvements and related software is normally fairly long because it takes time to first understand the software and then to analyze how it will be used. However, how the software works won't truly be understood until it is actually functioning in either a live environment or a simulation of that environment using a reasonably complete test database. 

In order to overcome this challenge we use the following process:

  • Telephone meeting to discuss needs.
  • Webinar to determine common understanding.
  • Load data into OTTO for a live demo.
  • No-obligation trial of the software.

Your only obligation is to supply resources to evaluate OTTO's capabilities. This approach allows you to see exactly how OTTO operates in your specific environment and what benefits you can gain. Several of our customers have actually realized sufficient benefits during the trial-period to justify their purchase of OTTO. Best of all, this evaluation approach offers you extremely low cost and low risk with the potential for high payback in a short period of time.

BPCS/LX Tip of the Week: Purchase Order Receive All Processing

Anthony Etzel 0 53999 Article rating: 5.0

With this enhancement the Purchase Receipts screens are optionally shown with the quantity and weight fields populated with the open value on the purchase order. The screens are now populated with the open value and if the open value is the same as the value received, the user can simply accept the line. The Receive All field on the PUR550D1-01 screen determines whether the receipt lines are populated with the open value. A system parameter controls the Receive All default value but the default value can be overridden.  

If this option is selected, the user does not have to enter the open quantity or weight. If the purchase order receipt has many lines, this option saves time and prevents errors.

Data Collection: Are you able to perform a full cycle count of your inventory in one day?

Kathy Barthelt 0 67296 Article rating: 5.0

Cycle Counting Potential Benefits: 

  • Overall increased inventory accuracy
  • Increased accuracy of count
  • Ability to review and approve count before direct update of Baan / Infor LN tables
  • Elimination of unnecessary re-orders of items with current inventory Greater ability to satisfy customer orders due to greater visibility to (accurate) inventory levels
  • Direct labor cost savings – less staff required for count Increased productivity during count – with some of our customers, counts used to take weeks. They can now complete a count of their entire inventory in one day.
Contact us today to learn more
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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

Digital Transformation & Your ERP

70% of global executives said the pandemic will accelerate their digital transformation pace

Transformation: (definition)  A thorough and dramatic change.

We all dream about it….how can we transform ourselves into something better…something more desirable? Maybe it is our appearance that we want to improve, maybe it is our physical strength and stamina, or maybe it is our mental toughness.

Have we thought about transformation when it comes to our businesses? More specifically, our ERP systems that are the lifeblood of our businesses?

When it comes to this type of transformation, we’re talking about a digital transformation. This means taking disconnected business systems and manual processes and transforming or converting those systems into a world where achieving greater efficiencies, collaboration, improved delivery speed, and greater customer satisfaction is not only possible but probable.

As the world becomes more digital, so must organizations large and small, despite the unexpected. One survey found that 70% of global executives said that the pandemic will inevitably accelerate their digital transformation pace. https://dmexco.com/stories/is-the-coronavirus-pandemic-an-engine-for-the-digital-transformation/

ERP has a major impact on digital transformation. When it comes to ERP, transformations are often referred to as ERP Modernization. Here is just a sampling of how ERP modernization can impact your business:

  • Cost Reduction – Supporting legacy software and on-premise servers requires resources, but not just any resources. You must have resources that know the ins and outs of software and hardware that is decades old. Older software and platforms often result in higher maintenance costs and significant limitations to overall data management and system performance. Moving to the cloud, or the latest version of on-premise systems opens many doors that would otherwise be closed to you.
  • Eliminating Data Silos – Separate databases and disconnected systems mean that collaboration and communication are not possible. Missed opportunities abound for increased productivity. What would it mean to your business for all personnel to be operating off the same set of data and getting updates in real-time?
  • One Cohesive System –  Using ERP add-ons is helpful, but unless the systems talk to one another, duplicate data entry is required and real-time updates aren’t possible. How can you truly take advantage of the investment you made in a CRM or inventory management system if it doesn’t communicate with your ERP?
  • Visibility Across the Supply Chain –  No idea when your supplier is going to deliver the parts you need? Are you literally calling or waiting for an email to be sent? If that is how you’re getting updates, you’re likely not getting them timely enough to properly respond to those updates. Customer satisfaction issues can greatly be eliminated with real-time updates and complete visibility up and down the supply chain. With global supply chain issues prevalent in most industry sectors, visibility becomes more important than ever.
  • Scalability Becomes Possible – When your business needs change, your ERP system should be capable of handling the growth or increased functionality requirements to support it. This can be achieved by staying current on the ERP version or at least getting to a version where integrations with complementary systems are possible.

Transformations don’t happen with one act or one giant step. They happen with small steps and interim goals that can and should be celebrated along the way. Need help deciding when or where that first step should take place? Need someone to be your coach for the transformation? Contact Crossroads RMC today for recommendations, best practices, and solutions for this all-important journey for your business. 

800.762.2077 or click here to get a free phone consultation!

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