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.

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.

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)

• 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

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.

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.

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>

The final step in Cycle Count processing is to maintain the (ICY) Cycle Count file. This history file increases in size with each posting session. It is up to users to purge the historical data that you no longer need. Previously, INV015 Cycle Count Purge by date only allowed users to purge the cycle count file by date. Now, additional selection criteria have been added that allows users improved ways to control records they may want to purge.