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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

Baan / LN tip of the Week: approving a new tax code

Kathy Barthelt 0 84714 Article rating: 5.0

Prior to approving a new tax code, the system displays a message, “An approved tax code cannot be changed anymore. Continue?” This is concerning to end users if they take the message literally. The user can answer “Yes” to the question as it refers to the tax details, not the rates or ledger accounts. A user can always change the tax rate and ledger accounts after it has been approved. All taxing authorities change rates periodically, so it is logical that these could be updated as needed.

OTTO: Making plans happen isn't just about material

Anthony Etzel 0 27663 Article rating: 5.0

Making plans happen isn't just about material. Other things can be the real cause of delays.

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.  Learn more

BPCS / LX Tip of the Week: Facility Security Ranges

Anthony Etzel 0 53927 Article rating: 5.0

Previously, a user was able to complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings that were set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and complete the cost transfer process. After the user enters a range in the CST920 screen that is outside of their authority set up in SYS600, a message is displayed that explains they are not authorized to all facilities. Before the enhancement was applied, a user could enter any range in CST920 and it would transfer the costs, regardless of their security level. This enhancement provides security in CST920 that prevents incorrect cost transfers from being processed. 

Crossroads RMC is now set up to accept credit card payments!

Crossroads RMC 0 22085 Article rating: 5.0

Crossroads RMC is now set up to accept credit card payments! We can accept Visa, MasterCard, Discover and American Express. Please note that there will be a 3% transaction fee for domestic payments and a 3.5% transaction fee for international payments. If you are interested in paying for software or consulting services via credit card, please contact our Office Manager, Amy Webber at 630.955.1310, x123. She will work with you to set this up as your preferred method of payment.

Attention Baan IV Customers...

Kathy Barthelt 0 33568 Article rating: 5.0

Attention Baan IV Customers! Crossroads RMC is pleased to announce that we have come to an agreement with Avalara to build an integration between Baan IV and their AvaTax product.

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.

Baan / LN Tip: Pro Forma

Kathy Barthelt 0 74038 Article rating: 5.0
Pro Forma invoices can be issued based on order or delivery. If you choose delivery, the pro forma can be linked to the final sales invoice through the sub-session “Related Invoices.”  However, this requires the sales order step “Release to Sales Order/Schedules to Invoicing” to be a manual step. If it is automated, the order will be sent to Invoicing 360 directly and the link to the final invoice will not be made.
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip of the Week: Inventory aging analysis report

A new standard Inventory Aging report can be printed in the Perform Inventory Aging Analysis (whina1440m000) session. This report is mainly based on the physical incoming and outgoing inventory movements and transactions. The date of inventory consumption or issue is compared to the date of receipt. If inventory is not yet issued, a reference date is used for aging calculation.

The report includes this information:

• Which inventory items are not frequently used or are obsolete.

• How long items have been stored in a warehouse.

• Inventory and transaction values. This facilitates the financial auditing process.

To use this new feature, an inventory aging analysis definition must be available in the Inventory Aging Analysis Definition (whina1140m000) session.

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