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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 LN & Baan: Need Accurate Inventory? Automate & Streamline Your Current Processes

Kathy Barthelt 0 40454 Article rating: 5.0

We know that efficiency is the name of the game and Crossroads RMC has helped manufacturers achieve real results:

  • Better inventory management
  • Increased visibility
  • Reduced operational costs
  • Increased accuracy and much more

Crossroads RMC has solutions to automate and streamline your current processes from receiving all the way through shipping. Work with Crossroads RMC and realize greater benefits from your CURRENT ERP version.

Learn More about Web Collect, formerly RMC3 >

Analytics Dashboard: How To Save Time, Effort AND Money

Infor LX, BPCS, Infor M3, Infor LN & Baan

Crossroads RMC 0 37251 Article rating: 5.0

So often companies spend a lot of time, effort, and money to create custom reports to analyze their data.

Sometimes 5, 10 or more reports are necessary to satisfy the different needs of executives, managers, and sales reps.

Why go through this hassle when everyone can create their own views of the data without customizing a single thing?

Crossroads RMC's Analytics Dashboard puts the control in the hands of the users. Multiple views of the data can be created, saved, and retrieved all with the click of a button.

Analytics Dashboard for Infor LX, BPCS & M3>
Analytics Dashboard for Infor LN & Baan>

Infor LN & Baan Tip of the Week: Customer requested delivery date

Kathy Barthelt 0 84905 Article rating: 5.0

The “Use Customer Requested Delivery Date” parameter has been introduced in the Sales Order Parameter (tdsls0100s400) session, which is used to track the customer’s requested delivery date.

If this parameter check box is selected, various additional date fields become available to track the customer Initial Requested Delivery Date and the Original Promised Planned Delivery Date.

Infor LX & BPCS Tip of the Week: ION Tip – Pausing Receiving and Sending of Messages

Anthony Etzel 0 72612 Article rating: 5.0

If it is necessary to pause sending and receiving of BOD messages on your IBM i during your month end process, it is best practice for the document flows that point to the IBM i to guarantee delivery of BOD messages. Once the month end process has been completed, you will need to Resume the ‘Receiving’ and ‘Sending’ Active Connection Points so your documents will continue to process.

Pausing Sending messages

To pause sending messages to ION:

  1. Select Connect > Active Connection Points.
  2. Select the connection point that must be paused for sending messages.
  3. In the Sending Paused column, click Pause. The page is automatically refreshed and the Sending Paused checkbox is selected. A Resume button becomes available. 

Sending of messages by this connection point is stopped....

Tax Law Changes by the Numbers - Infor LX & BPCS Integration to Avalara

A look at what's changed in 2018-2019

Anthony Etzel 0 45394 Article rating: 4.0

Are you up to speed on all of the sale tax changes that could affect your business?

Tax Law Changes by the Numbers
A look at what's changed in 2018-2019

  • 21 states adopted economic nexus as of December 31, 2018, requiring out-of-state businesses with a certain amount of economic activity in the state to collect and remit sales tax
  • 33 states have enforced economic nexus as of June 30, 2019
  • 43 states will enforce economic nexus as of December 31, 2019
  • 7 states had marketplace facilitator sales tax laws as of December 31, 2018, requiring marketplaces to collect sales tax on behalf of their sellers
  • 15 states have marketplace facilitator sales tax laws as of June 30, 2019
  • 28 states will have marketplace facilitator sales tax laws as of January 1, 2020

The trend to tax remote sales is certain to continue, and there will be the normal slew of rate, regulation, and product taxability changes. 

Sales Tax is complicated! Crossroads RMC provides the integration from Infor LX & BPCS to Avalara to make it easy. Click Here to Learn More

Steps to undo an IDF modification and restore to the default

Anthony Etzel 0 39481 Article rating: 5.0

Changes are great, but if you want to undo an IDF modification and restore to the default, you need to follow these steps:

Reset to an Infor shipped view (“un-modify” it)

  1. Open the public node of an object you would like to reset to the shipped status. Notice that all of the standard views (i.e., those owned by Infor) are unmodified.
  2. Select the row with the Modified column = yes
  3. Select the Reset to default button on the toolbar
  4. Say Yes to the prompt
  5. The object is now back to the way it was shipped by Infor. Note that it now shows that it has not been modified. If you display the editor, you will see that the attribute you deleted has been restored. Note that only objects owned by Infor can be reset. If you change a standard definition, and later regret it, you can use this feature to restore it with a couple of clicks.

How to Improve Customer Shipments With OTTO - A Case Study

Anthony Etzel 0 32102 Article rating: 5.0

Setting Industry Service Standards

Shenandoah Manufacturing, a $20 million producer of poultry-raising equipment (heaters and brooders), had been having difficulty for some time shipping orders to customers in a timely manner. They had successfully implemented a popular ERP system and had been using it for more than 3 years, yet the situation didn't improve.

Customer Service Representatives were complaining about the frequent backorders and late orders. Employees were giving it their best effort, but were frustrated, and customers were threatening to take their business elsewhere.

The company considered installing an APS system as a possible solution, but found implementation would be difficult, expensive, and running the system might be a challenging task as a number of key business practices would have to be changed. A consultant familiar with OTTO suggested they look at that product as an alternative to APS. Several OTTO aspects cited by the consultant convinced them to consider a cursorily review. Specifically:

  • The non-intrusive nature of the product.
  • It's relative inexpensive initial investment.
  • The low overall total cost of ownership.
  • The integration with their ERP system.

The initial demonstration was impressive. OTTO was installed on Shenandoah's server within 45 minutes of arrival and, most impressively, it was fully functional with their real "live" data immediately. Needless to say, the demo was well received. Even more importantly Shenandoah was able to "test drive" the software to prove its applicability before making any dollar commitments.

According to Mark Shank, Information Systems Manager, some baseline measurements were made last year, and it was determined that approximately 50% of their customer orders had shipped on time. As they began using OTTO, on-time order performance rose to 90% for the month. And Shenandoah caught up on its entire backlog and started working ahead on February's orders. In February on-time shipment performance jumped to 92% and subsequently on-time performance has ranged somewhere between 98.3% and 99.5% — well above the 96% goal set by Management.

OTTO provides the means for keeping the whole production organization focused on the few things that have to happen as the ship date approaches to get each order shipped on time. Components that have the potential for delaying an order are identified so they can be managed. Shenandoah's staff, a precious and limited resource, now concentrates on analyzing information and managing the right things at the right time rather than digging out date. To quote one production control individual: "what use to take hours now takes seconds."

According to Roy Hackett, Plant Manager: "Knowing the right things to pay attention to at the right time"

Crossroads RMC's Analytics Dashboard serves as the perfect complement to extend your MES solution

George Moroses 0 35495 Article rating: 5.0

Did you know our Analytics Dashboard serves as the perfect complement to extend your MES solution?

Need real-time information regarding what shop orders are active, which lines are down, and overall OEE? Want to display all of this data in easy to understand graphs and charts with drill-down capability?

Contact us today to find out how our Analytics Dashboard can provide all of the information you need in real-time.

  • MES Work Center Job Step Status
  • MES Work Center Machine Status
  • MES Shop Order Status
  • MES Order / Operation Status
  • MES Order / Parts Status
  • MES Badge Status

Contact George Moroses to learn more.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

  • Use Job Reference Date
    If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

  • Job Reference Date
    Specifies the date and time used for the rebuild process.
    Enabled only if "Use Job Reference Date" is selected.

  • Financial Company
    The financial company for which you want to rebuild a ledger account history.

  • Ledger Account
    The specific ledger account to rebuild.

  • Fiscal Year
    The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

  • Standard Items: Identified by a regular item code.

  • Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

  • Target Routing Code
    Enter the code of the standard routing to which the customized structure should be copied.

  • Copy Product Structure
    Choose whether to:

    • Copy the entire structure

    • Copy only the first level

    • Perform the copy interactively

  • Reference Date
    Only parts of the product structure valid on this date will be copied.

  • Copy E-Item Relationships
    If selected, related E-item records will be copied.

  • Copy All Components and Effectivity Statements
    If selected, unit effectivity is copied to the standard structure. You can specify the unit.
    Exceptions related to routings and operations (that meet date effectivity) are also copied.

  • Alternative Material
    If selected, alternative BOM components are included in the copy.

  • Use-Up Material
    If selected, use-up materials from BOM components are included.

  • New Item Codes for Existing Standard Components
    If selected, LN generates new item codes for existing standard components in the structure.

  • Approve Conversion Factors

    • Selected: LN copies and approves conversion factors for the target item.

    • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

  • Copy to Standard Item Configuration
    If selected, the customized or generic item product structure is copied to the specified standard item configuration.

Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.


TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

  • In the Authorization and Security Parameters session (tcsec0100m000):

    • Clear the Authorization and Security Enabled check box.

    • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

  • Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

  • For example, work center permissions may interfere with:

    • Creating new shifts

    • Booking machine hours

    • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

Previous Article Infor LN & Baan Tips & Tricks for TECHNOLOGY: Authorization and Security - LN REST APIs
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Kathy Barthelt

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