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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

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Crossroads RMC is pleased to announce that our Baan IV integration to AvaTax has officially been certified by Avalara! This means that all Baan IV, Baan V and Infor LN customers now have an automated solution for sales and use tax!

AvaTax provides sales and use tax calculations in real time including rate determination, returning filing, remittance and exemption certificate management. 


Want to learn more? Please contact Kathy Barthelt for more details
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We are proud to announce our first Infor LN 10.7 implementation in partnership with Infor Consulting Services for LOOP, Inc. (Louisiana Offshore Oil Port Services). As part of this project, Crossroads RMC will be providing Finance and Data Migration as well as Infor OS / Ming.le consulting services.

Learn More about Crossroads RMC Consulting Services and our knowledgeable Consultants!

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Did you know that you have several options for credit checks for your business partners?

Action-several options are available:

  • Always Hold (Credit)—the order will always be held until released
  • Never Hold (Credit)-the order will never be held
  • Check Credit—a credit check is performed at time of sales order entry, release to invoicing or at confirm shipment.  When this status is used, the check can be performed at one or all three steps.  The steps are only visible with this status.
  • Always Hold (Overdue Invoices)—the order will be held for overdue invoices until released.

Link the credit rating to the invoice to a business partner in the credit control session. You may also enter a credit limit. A credit limit of zero means unlimited credit.

The Security Model in IDF

Anthony Etzel 0 33510 Article rating: 5.0

By applying security to an object, you can control which users can view the object and which users can create, change, delete or copy the object.

Basic object security allows you to control who can display or maintain an object. Advanced object security allows you to control selectively who can create, change, delete, or copy an object.

In the basic model, all of the maintenance activities are permitted to those users who are authorized to maintain the object. Use the basic security model if you want a user who can change an object to also be able to create or delete the object. Use the advanced security model if you need to restrict some users to changing the object but not creating or deleting the object.

Upgrading from BPCS 6.1 to LX 8.3

Anthony Etzel 0 39845 Article rating: 5.0

It's always great to hear nice words from our customers!

"Our upgrade from BPCS 6.1 to LX 8.3 was greatly aided by Crossroads RMC. Their extensive knowledge of the financial system was a saving grace for us since we had a system that was set up over 15 years ago by people no longer in the company. The patience and professionalism of Hugh Carty made the transition much less complicated and frustrating. There is no doubt in my mind that it would have taken a much longer period and a substantially more painful path if it was not for Crossroads RMC bending over backward to accommodate our processes and time constraints.

Crossroads RMC was also able to help us with AS400 technical training, MRP production system design, and pricing using Promotions and Deals. This large swath of knowledge was very helpful in management discussions. Thanks to the Crossroads RMC team and in particular Hugh Carty, Yupo was able to bring this implementation under budget and on time."

Tim Knight — IS Manager, Yupo Corporation, USA

Learn More: Crossroads RMC Consulting Services

Infor LX & BPCS Tip of the Week: Partial Search in Item Description List

Anthony Etzel 0 57982 Article rating: 5.0

Previously, if a user performed a partial search for an item by using a double byte language, no matches were found. Regardless of whether the MLS module is used, this enhancement allows a user to use a double byte language to perform partial or full item description searches. This enhancement resolves an issue with partial searches on screens where the Item Master Lookup (WINIIM) screen is used, such as Material Status Inquiry, INV300D-01, Item Master Selection INV100D1-01, Facility Planning Selection, MRP140D1-01, and Purchasing Inquiry, PUR300D1).

The user selects the F4 prompt from these screens to open the Item Description List. In the prompt window, the user specifies option 10 to perform a partial or full search on an item description.

What does OTTO do that finite scheduling doesn’t?

Anthony Etzel 0 31866 Article rating: 5.0

Finite scheduling identifies what constraints need to be overcome and it provides the best schedule given the constraints. But the objective is not only to overcome or remove the constraint but to prevent the constraint from even occurring. Only people can anticipate and overcome current constraints, and this requires time for analysis and people to apply their knowledge to the data. OTTO removes the non-value-added tasks of extracting and manipulating data and provides visibility to support people in solving near-term, complex problems. 

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Day: LX Inventory Pallet Status Flow

Four fields in the Item/Warehouse record (IIW file) affect the disposition of the

pallet status.

 

1.  Goods Receiving Code: You define these codes in Goods Receiving Maintenance (WHM130). The codes control whether or not the stock passes through inspection, what percentage, or quantity of a delivery to inspect, and the number of quarantine days, if any.

 

2.  Inspection Zone/Inspection Location: Either the Inspection Zone or the Inspection Location must be entered on the Item/Warehouse Master Maintenance screen WHM150D2-01.

 

3.  Default Inventory Status: If the status is 0 (Received) or 1 (Inspection), the item moves from the receiving location to the inspection location in inspection status. If the pallet status is not 0 or 1 (that is, 4 (Available) or 9 (Rejected)), the pallet moves to the inspection location with the default status, but the pallet will not proceed from the Inspection location to the Putaway location. You must manually move the stock.

 

4.  Pallet Status Codes: 0 (Received), 1 (Inspection), 4 (Available), and 9 (Rejected) are the only pallet status codes reserved by the system to update and advance inventory/pallet status. To do this Warehouse Management uses the following rules:

 

·    Rejected inventory goes from receiving to a Reject (type 9) Location with a Location Type A (Rejected) in the Location Extension file (ILE) record. All inventory received into a reject location is set to a pallet/inventory status of Reject (9).

·    Inventory received by Goods Receiving (WHM510) into a Receiving Location takes on the Default Inventory Status that is in the Item Warehouse file (IIW) record.

·    If the Default Inventory Status is 0 (Received), the system places the pallet status at 0 (Received) in the Receiving Location, I (Inspection) in the Inspection Location, and 4 (Available) if moved from Inspection to any palletized location other than rejection. If moved to rejection the Default Inventory Status changes to 9 (Rejected).

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