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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

Attention Baan IV Customers...

Kathy Barthelt 0 33620 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 74192 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.

Does your existing data collection equipment and barcode label printers need some love and attention?

BPCS & Infor LX

Anthony Etzel 0 34478 Article rating: 5.0

Crossroads RMC knows that new equipment is not something that everyone can or wants to include in their budget. Sometimes you need to make due with what you have. We are proud to partner with a local company that repairs existing data collection equipment, and sells refurbished devices as well.

Want to bring a little life back into your equipment and extend their use? Contact us today to see if your data collection equipment can be given new life! 

Anthony J Etzel – Solutions Executive
Crossroads RMC
Phone: 1.630.955.1310, x125 | Cell: 1.610.220.5089
aetzel@crossroadsrmc.com

Infor's Support Schedule for LX & BPCS

Anthony Etzel 0 61806 Article rating: 5.0

Infor recently announced their support schedule for all versions of BPCS/LX. Not sure what your company’s strategy should be moving forward?

Let us help you figure out the best path forward for YOUR company. Our goal is to put you on a path that ensures that you are supported and that your needs are met today and in the future without breaking the bank. Learn More>
 

Conversion of SiM Tasks for WFi Workflows

Anthony Etzel 0 68240 Article rating: 5.0

This enhancement simplifies access to LX programs that are available through System i Manager (SiM), as well as Workflow for System I (WFi). This provides an easy way to promote common WFi business processes from one LX environment (for example, test or environment) to another LX environment (for example, production). 

LX also provides a set of four-character task codes that can be used within SiM, System i Workspace (SiW), and WFi, for default programs in LX. These predefined LX task codes begin with 0,1,2,3, or 4. Users can specify task codes for their custom programs that are flagged as valid menu options in LX, but these task codes cannot begin with 0,1,2,3, or 4. Users can specify the task codes in Infor LX Object Master Maintenance, SYS625D. This enhancement provides simplified access to LX programs that are flagged as valid menu options in System i Manager and Workflow for System i environments. In SYS625D, The user can also specify task codes in SYS625D for customized programs that are flagged as valid menu options.

Does your existing data collection equipment and barcode label printers need some love and attention?

Kathy Barthelt 0 33487 Article rating: 5.0

Crossroads RMC knows that new equipment is not something that everyone can or wants to include in their budget. Sometimes you need to make due with what you have. We are proud to partner with a local company that repairs existing data collection equipment, and sells refurbished devices as well.

Want to bring a little life back into your equipment and extend their use? Contact us today to see if your data collection equipment can be given new life! 

Kathy Barthelt – VP Sales
Crossroads RMC
Phone: 1.630.955.1310, x113 | Cell: 1.630.408.7759
kbarthelt@crossroadsrmc.com

Do you have spreadsheets and separate databases that may or may not be tied to Baan/LN?

Kathy Barthelt 0 36864 Article rating: 5.0

Do you have spreadsheets and separate databases that you’re keeping on the side that may or may not be tied to Baan/LN?

-Do you wish they were integrated so that you didn’t have to manually go into each system to report on the data or look up information? 
-Are you running into problems because you don’t have exposure to all of the data that is critical to running your business?

Crossroads RMC has a team of integration experts who can create the integration you’ve been dreaming about… AND we have developed RMCconnector to allow for quick and easy translation data from your front end system into a format accepted by your back end ERP. 

Learn More

Baan/LN Tip: Saving Space in Your General Ledger

Kathy Barthelt 0 79779 Article rating: 5.0

Compressing Integration Transactions

One way to save space in your general ledger is to compress integration transactions. The transactions are combined into one ledger account number. However, the detail is still available in the integration transactions sessions.

The compression is seen after the transactions are finalized. 

Compression is established in the mapping scheme by checking the box under the columns “Compression of Debit/Credit Transactions". This can only be done in a mapping scheme that is not activated. 

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items:

    • If needed, create the cost items.
    • Create a purchase order for the cost items without referencing a project number.
  4. Matching PO to Costs:

    • When matching the purchase orders in session tfacp2107m000, select "Add Costs" from the specific menu on the toolbar (you'll need to be in the matching details to access this).
    • This will open session tfacp1133s000, where you will enter the previously specified ledger account number.
    • Once done, the "PCS Transactions" option on the toolbar becomes available. Selecting this brings up session tipcs3140m000 (General Actual Project Costs).
       
  5. Disbursing Costs to Projects: In session tipcs3140m000, the PO costs for the cost items can be disbursed to any open and active project.

Since these are cost items, they won't go into stock. The key is ensuring that the cost disbursement ("Add Costs") is correctly linked to the appropriate project, giving users visibility of the cost items as general project costs.
 

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