Please Wait a Moment
X

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

Johnson Crushers Selects Crossroads RMC for LN 10.6 Data Collection

Kathy Barthelt 0 38845 Article rating: 5.0

Johnson Crushers International (JCI), a global leader in engineering and manufacturing full lines of cone crushers, horizontal and incline vibrating screens and track-mounted, portable and stationary crushing and screening plants, has selected Crossroads RMC’s Data Collection solution for their Infor LN 10.6 implementation. 

JCI’s main objectives with this project are to support their continued growth and enable a continuous improvement effort to drive additional value to the business. In phase 1 of this project, JCI will implement Crossroad RMC’s Labor Reporting and Maintain Receipts data collection applications. Go live is expected to occur in early Q1 of 2020.

Factors to considered when undertaking an ERP implementation or upgrade

Kathy Barthelt 0 39573 Article rating: 5.0

Things to consider when choosing your ERP Implementation Partner:

ERP Partner Value Add:

  • Proven track record
  • References
  • Focused on-time / on budget
  • Strategic partnership with Infor
  • Knowledge of extension products that are available for your ERP
  • Post-implementation – What does the partner bring to the table once the project is complete?

Project Management

  • Does your assigned project manager fit your needs?
  • Past project management experience with the same ERP
  • Project Management methodology
  • Project Plan development and style
  • Does the PM develop a realistic plan with clear objectives, timeline, and responsibilities?

 
Consulting Team Selection​

Need help figuring out if your organization is properly positioned for an implementation or upgrade? Contact Kathy Barthelt today. We can help to ensure that your organization is positioned for success.

  • Does my ERP Implementation partner have the team to support my project?
  • Resume review
  • Interview all candidates
  • Working knowledge of ERP system/version
  • Communication skills
  • Geographic location
    • Relative industry experience
    • Technical Viewpoint
    • Understanding of any enhancements made to your system and what the best approach to streamlining for future releases. Knowing the tools available to accomplish this task.

LN & Baan Tip of the Week: Inventory In Transit Report – 10.7

Kathy Barthelt 0 82638 Article rating: 5.0

A new In Transit Inventory report can be printed in the Print In Transit Inventory (whinr1410m300) session. The report provides an overview of company inventory that is on the move and not stored in a warehouse. This concerns only inventory that is transferred from one warehouse to another. Items that are shipped to, for example, customers or projects, or items that are issued to production lines or service departments are excluded.

The report shows item inventory quantities and values on warehouse transfer orders which are issued at the origin warehouse, but are not yet received in the destination warehouse. These open inter-warehouse transfer orders represent inventory that is loaded on trucks or other means of transport, or located at intermediate pooling points such as harbors and train stations.

The quantities and values are retrieved from the Item-Warehouse-Inventory Transactions and the Inventory Integration Transactions sessions.


Do you know where you're required to collect sales tax?

Crossroads RMC 0 34955 Article rating: 5.0

More than 40 states have changed their rules on sales tax obligations for remote sellers in the past year, meaning more companies are required to collect sales tax in states they’ve never even considered before. 

Attend the Avalara sessions at Inforum to learn more:

333450 - Vision: From 1 to 50—Scaling your business to handle new sales tax requirements, sponsored by Avalara
New laws that obligate remote sellers to collect sales tax are spreading throughout the US. In many states, you’re now required to register, file, and remit if you make 200 transactions or $100,000 in sales into the state. In this session, a sales tax compliance expert will break down what these new laws mean for your business and how you can scale your business effectively without turning your accounting and finance operations upside down. Join us to learn how to prepare.
Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 288

333727 - Speed: Sales tax compliance in the post South Dakota v. Wayfair era, sponsored by Avalara
Join Avalara to learn about sales tax compliance in 2019. We’ll review new mid-year sales tax changes for 2019; economic nexus laws and how to mitigate risk and maintain compliance; help you determine where to file and register based on where you conduct business; and discuss how Avalara and Infor deliver end-to-end cloud-based sales tax automation, including rate determination, return filing, remittance, and exemption certificate management.
Wednesday, Sep 25, 1:30 PM - 01:50 PM – Hub Theater 6 (Product Spotlight)

Anxious to learn more about IDF? Attend Inforum Sessions highlighting the latest and greatest updates

Anthony Etzel 0 25900 Article rating: 5.0
  • ERP242 - Product: What’s new with LX 8.4
    Learn about our latest release of LX and the value it can provide to your business. This release includes additional support for IDF, new application features, and an expanded database. Additionally, this release continues to improve through ongoing enhancements from our enhancement request system.
    Thursday, Sep 26, 10:00 AM - 10:45 AM – Room 272

  • ERP243 - Product: LX—IDF Master Data Management
    Learn about the new flexibility and features available with item, cost, vendor, and customer definition through IDF during this session. Maintaining this critical information is now easier to manage and control with LX 8.4
    Wednesday, Sep 25, 12:00 PM - 12:45 PM – Room 272

  • Academy: Learn to Use IDF to Better Manage Customer, Vendor, and Item Data with LX
    Attend this session for hands-on experience using IDF to manage your critical master data in Infor LX 8.4. (Length: 1hr & 45mins) 
    Wednesday, Sep 25, 1:00 PM - 02:45 PM – Room 277

  • ERP106C - Case Study: Trinity—Upgrading a 20-Year-Old Customized ERP system
    Join this session to learn why and how Trinity is upgrading its customized 20-year-old BPCS ERP system to the latest version of LX and going vanilla. Trinity is using the best business practices built into LX along with Infor OS and IDF to support the latest user experience and integrations.
    Wednesday, Sep 25, 2:00 PM - 02:45 PM – Room 272

OTTO: Making plans happen isn’t just about monitoring material shortages

George Moroses 0 29014 Article rating: 5.0

Making plans happen isn’t just about monitoring material shortages. Supporting activities can be the real cause of delays. Some non-material events customers have monitored using OTTO include:

  • Scheduling and coordination of outside services (such as heat treating and plating)
  • Quality Assurance for pharmaceuticals and inspection
  • Moving off-site inventory to the plant
  • Moving inventory from temporary (conveyor) location to pickable location
  • Scheduling of overseas containers
  • Design engineering for make-to-order

OTTO provides the ability to proactively manage the entire customer order backlog from top to bottom. It begins monitoring orders as soon as they’re booked and identifies and prioritizes those critical events that must happen every day so they can be managed and get orders produced and shipped on time.

Visit Our OTTO page to learn more.

How Do I Determine If MES Is Right For My Business?

George Moroses 0 31081 Article rating: No rating

There are certain key questions that must be answered to determine whether or not an MES system would benefit your organization: 

  • How do you analyze OEE?
  • Is there an opportunity to reduce WIP inventory, indirect labor, downtime, waste or scrap?
  • What is the cost and impact of producing and distributing shop paper including drawings and work instructions?
  • Would you like to go paperless on your shop floor?
  • How are your continuous improvement initiatives tied to your ERP?
  • Is Management requesting real time production status reporting via dashboards or drilldown reports?
  • What different “islands of automation” exist on your shop floor?

The answers to each of these questions could have a significant impact on the profitability of your business. Want to quantify your results? Contact George Moroses today to schedule your FREE MES ROI Analysis.

Consulting: Methodology for Infor LX & BPCS Upgrades

Anthony Etzel 0 41350 Article rating: 5.0

Throughout the years, Crossroads RMC has participated in several 4.0.05CD upgrades to LX, from which we had the opportunity to refine our methodology for CEA (Configurable Enterprise Accounting) implementations/upgrades. As a result, we have fine tuned our overall upgrade approach and have been very successful in implementing this approach with our clients.

CEA replaces the green screen GLD module and allows for considerable flexibility in the design of the COA (Chart of Accounts).

Our approach incorporates any changes that are needed in the COA and facilitates the transfer or replacement of Profit Centers and Account Codes from BPCS to LX, building on the existing GL. Among the issues we manage is the conversion of historical GL balances.

We maximize the use of LX and CEA while minimizing the manual effort that gets you there.

Contact Frank Petrasio to discuss how we can help you:

  • Preserve what works in BPCS
  • Optimize what works in LX

with a maximum of respect for your time and budget. Learn more about Crossroads RMC Consulting>

First6970717274767778Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES:

Operations: Copying EBOMs - Which copying method should I use?

To determine which copying method you must use, answer question 1 and follow the instructions.

Question 1: Is the source component a project item (that is, is a project defined in the first segment of the item code)?

  • If the answer is yes, proceed with question 3.
  • If the answer is no, proceed with question 2.


Question 2: Is the target component a project item?

  • If the answer is yes, select copy method NonProj Item to Proj Item.
  • If the answer is no, proceed with question 4.

Question 3: Is there a relationship with the same project?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, proceed with question 4.


Question 4: Is there a relationship with the target item?

  • If the answer is yes, proceed with question 5.
  • If the answer is no, select copy method No Copy Action.


Question 5: Does the item exist already?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, select copy method Copy E-Item to Item.

Technology: Using audit files in the Exchange module

The audit server logs all database actions that change the contents of a table in so-called audit files. The Exchange module can use these audit files, which are useful in a multisite environment because the databases on all sites must have identical data. These audit files can also be used in data conversions.

Only the updates in a specific period are exchanged, which leads to an improvement in performance. Specify this period in the Export Data (Non-Regular) (daxch0233m000) and Export Data (on a Regular Basis) (daxch0234m000) sessions. Changes such as insert, update, and delete are processed and written into the ASCII files. Actions such as drop, clear, and create tables are ignored.

Audit control data is added to the resulting ASCII file. This data consists of a batchline ID, transaction ID, sequence ID, and an indicator. The control data is added at the beginning of each line and is formatted like other data fields such as the enclosing and separator characters.

An update writes two lines to the ASCII file. One line contains the key fields and old values of the updated fields. The other line contains the new values of the key fields and updated fields, even if a key field does not change.

The batchline ID is used for recognition when processing the ASCII files. The transaction and sequence IDs are used to ensure that the transactions are replayed in the same order as on the exporting site. The indicator defines the type of action that is executed on the table. Use the letter I to insert; use the letter D to delete; use the letter U to update with old values; and use the letter N to update with new values.

Finance: Problem Invoices

You can use a problem code to indicate that a problem exists for a sales invoice. If the invoice-to business partner notifies you about a problem with the invoice and does not pay it, you can link a problem code to the invoice.

In the direct debits procedure, problem invoices are automatically discarded. For each problem code, you can set an option to prevent linked invoices from being selected on reminder letters.

Previous Article Infor LN & Baan Tips & Tricks: Action Required - Infor LN Cloud Edition - Fonts Update!
Next Article Infor LN & Baan Tips & Tricks for Operations: Copying EBOMs - Which copying method should I use?
Print
94928 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories