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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 71249 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 71329 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 32649 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 21539 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 29751 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 53909 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 67255 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

Kathy Barthelt

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Data Sharing Methods (Advantages and Disadvantages)

Depending on the multicompany scenario you choose, an implementation team must decide whether or not tables must be logically linked or if data must be synchronized in another way to achieve availability of data across various companies. 

There are 3 ways in which data may be shared among companies. Here are some advantages and disadvantages of each:

  1. Logical Table Linking - If two companies use the same physical data, the physical table exists, or is used, in only one company: the physical company. Each piece occurs only once: one instance of the same data. If the term logical table linking is used, users from multiple companies use a single physical instance of the data. If the company tables are on the same server, this can be accomplished by logical table linking. Access to specific data can be restricted, if required.

    • Advantages: Logical Table Linking takes place in real time; therefore, the moment a record is created or modified in one company, a record becomes available in all other linked companies as well. The setup and maintenance of logical table linking is easier than the setup and maintenance of data replication. Logical table linking is extremely reliable because this type of linking is independent of network connections and user interventions. 

    • Disadvantages: Table sharing implies that all attributes for a record are the same in all companies. Therefore, suppose you share the item table and, for a particular item in a company, the product class is XXX. In this case, in all other companies, the product class for this item must be XXX as well.

  2. Data Replication - In this situation, each company has exactly the same data, but each company has a unique copy of the data. The same piece of data exists in multiple (physical) places: multiple instances of the same data. The process to copy the data is called data replication.

    • Advantages: Rather than using table sharing by means of the logical linking of tables, you can replicate the content of tables between companies. The advantage is that, on company level, some (non-key) attributes of a record can differ by company. For example, if the bills of materials are replicated instead of shared, for each company, you can link a different warehouse to the bill of material. As a result, the bills of materials can be the same across all companies and only the warehouses differ. Using replication, you can also make only a subset of the records available in other companies. For example, if you replicate items between companies, in a sales company, for example, by means of the item group, you can only make end items available. In addition, you can replicate only a subset of items, for example, depending on the item group. Note that replication also requires that the referenced tables are replicated or shared.

    • Disadvantages: Replication is not in real time, and therefore, for processes that require real-time integrated data as the financial integration processes, replication is not an option. For replication, you also must take into account the sequence in which you replicate. First, you must replicate the child tables and then the parent tables, and therefore first the business partners and then the purchase contracts. During the replication process, the data must be frozen. This point is of particular importance if the replication process takes a lot of time.

  3. Manual Syncronization - If only a small number of records are the same between some companies, you can enter, maintain, and keep the records synchronized manually. Note that the more dynamic data is, the more difficult this process is. This solution is strictly procedural. Therefore, depending on the discipline of the users, the solution is error sensitive: data can be forgotten, updated too late, or typing errors may occur.

  • Advantages - The main advantage is the flexibility so that only the data that really must be shared can be kept synchronized. By manually keeping data synchronized, not all attributes of a record need to have the same value.

  • Disadvantages - The main disadvantage is that this method depends on user interaction. Therefore, the method depends on the user’s time - because the method is not a real time procedure and the user may forget to update the data - and users can make mistakes.

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Kathy Barthelt

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