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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

BPCS & LX Tip of the Week: Simplify & Save Money – Evaluate Your Production Lines

Anthony Etzel 0 53900 Article rating: No rating

When is the last time you took a hard look at your production lines?

  • How are you moving product through the facility?
  • Do you have work instructions / drawings available where needed?
  • Do you have frequently used inventory available at the line?
  • Where are the bottlenecks?
  • Are your processes simplified?

Taking a hard look at your processes and procedures may reveal some interesting results. Don’t assume that everyone is doing things the same way. Some may be superstars, and others may need some mentoring. Some processes may be outdated and costing you time and money, while others are extremely efficient. One area of the business may benefit from how others operate. Take the time to review and analyze your findings. Your company may benefit greatly as a result.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Make Your ERP Work FOR You - Streamline Your Processes

Anthony Etzel 0 52511 Article rating: No rating

Such lofty goals you had when you implemented your ERP system. It was going to be like pressing the “Easy Button”…  then it wasn’t.

What happened? In some cases, decisions were made to implement the system “just like we used to run our old system”. Great idea? Not so much. Your business changes, and your business software needs to change as well.

Are you using the ERP system, but everything seems cumbersome and takes more time than its worth? 

Ask yourself these questions:

  • Have you looked at streamlining your processes?
  • Can you automate a step or two and eliminate some manual keying?
  • Can you add barcoding to avoid keying in some information altogether?
  • How about automating the printing of some reports?

Now is the time to sit down and really review the steps required to complete the task and think out of the box a bit. Soon you can develop your own streamlined process to get the job done quickly and efficiently.

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: Make Your ERP Work FOR You - Streamline Your Processes

Kathy Barthelt 0 77391 Article rating: No rating

Such lofty goals you had when you implemented your ERP system. It was going to be like pressing the “Easy Button”…  then it wasn’t.

What happened? In some cases, decisions were made to implement the system “just like we used to run our old system”. Great idea? Not so much. Your business changes, and your business software needs to change as well.

Are you using the ERP system, but everything seems cumbersome and takes more time than its worth? 

Ask yourself these questions:

  • Have you looked at streamlining your processes?
  • Can you automate a step or two and eliminate some manual keying?
  • Can you add barcoding to avoid keying in some information altogether?
  • How about automating the printing of some reports?

Now is the time to sit down and really review the steps required to complete the task and think out of the box a bit. Soon you can develop your own streamlined process to get the job done quickly and efficiently.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Infor LX Compatibility With IBM i 7.3

Anthony Etzel 0 52535 Article rating: 5.0

IBM® has released its latest operating system for the IBM i. IBM i 7.3™ has many new features and enhancements that you may want to take advantage of.

Infor is pleased to announce the following Infor LX products are supported on this new version, effective June 12.

Supported products and versions

The following Infor products have been evaluated for compatibility with IBM i 7.3 and are supported on that version of the platform:

  • Infor LX 8.3 (all release levels)
  • Brazil Pack for Infor LX 8.3
  • Argentina Pack for Infor LX 8.3
  • Infor BPCS 8.2 (all release levels)

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: LN Financials

Kathy Barthelt 0 72157 Article rating: No rating

Did you know that you can use user-definable dimensions to view financial information in detail from different angles?

With the parent-child structures, you can obtain financial information in the proper structure, regardless of the country or the financial system.

Optimize Your Manufacturing Today!

Tip of the Week: What is Sales Tax Nexus?

Kathy Barthelt 0 101578 Article rating: No rating

Sales tax nexus is the connection between a seller and a state that requires the seller to collect and remit tax on sales made in that state. If you have nexus in California and Texas, for example, you must collect and remit sales tax in California and Texas.

Many states are expanding their nexus rules. Business activities like trade show attendance, drop shipping, employing remote workers, advertising, and housing inventory in other states can establish nexus. The rules vary by state and it can be challenging to keep up with all the places your business needs to register, collect, and remit sales tax.

Optimize Your Manufacturing Today!

Baan/LN Lunch & Learn Webinar: What Manufacturers Need to Know About Sales Tax Compliance

Kathy Barthelt 0 37981 Article rating: 5.0

Lunch & Learn Webinar for Baan/LN!
Is Your Company at Risk?
What Manufacturers Need to Know About Sales Tax Compliance

Crossroads RMC & Avalara on the Avatax and Infor LN Integration. 

Learn how Avalara delivers end-to-end cloud-based (real-time data) sales tax automation, including rate determination, return filing, remittance, and exemption certificate management!

Get the inside scoop on:

  • The sales tax landscape: why it is more complex than ever and what that means in mitigating risk.
  • The importance of exemption certificates (reseller certificates) in sales tax compliance—even if you think you don’t owe sales tax.
  • Economic Nexus Laws and how they could impact your business.
  • How Avatax for Infor LN seamlessly integrates to apply the proper sales tax every time to invoices, manages exemption certificates, files, and remits returns while providing “Accuracy Guaranteed" audit protection.

You Don't Want to Miss This Important Webinar!

BPCS/LX Tip of the Week: 3 Common ERP Mistakes & How to Avoid Them

Anthony Etzel 0 51728 Article rating: No rating

For many businesses, a high-powered ERP can streamline processes, increase efficiency, and strengthen the bottom line—at least in theory. In reality, some companies miss out on the opportunity to achieve greater ROI by overlooking a few fundamental truths about ERPs.

1. Implementation takes longer than usually anticipated.

2. Company buy-in and sufficient training can predict success.

3. Implementing the full range of features can make the difference between success and failure.

Can your ERP move with you into your next growth phase? Can it scale and flex as your business expands? Is your business making the most of your investment?

Read Full Article

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

Tips: LN | Baan

Kathy Barthelt

The Best Baan IV | Baan V | Infor LN Financial Reports to Analyze Company Performance

You know what data you need to analyze your company’s financial health, but sometimes it is a struggle to get that data in a format that is meaningful. Here are some reports in Baan IV, Baan V, and Infor LN which you may find useful.

As is the case with most ERP reports, with each version progression from Baan IV, to Baan V, to LN, there are improvements in selection criteria and report content. Some may require some setup and others may require some formatting if you would like to export them to Excel.  Contact me if you have questions or need assistance.

BAAN & LN FINANCE:

Baan IV –

Customer Statistics Module

  • Print Customer Statistics by Customer/Credit Analyst (tfcmg3400m000)
    • Prints Average Days Payment, Amount Paid, Average Days Outstanding, Amount Open, Discounts Allowed and Discounts Taken.  
       
  • Print Average Days Outstanding (tfcmg3401m000)
    • Prints Open Amount and Average Days Outstanding.
  • Print Average Receipt Days (tfcmg3402m000)
    • Prints Amount Paid and Average Number of Days for a Payment.


Cash Forecasting Module

  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
    • Prints Total Cash coming in from Sales Invoices, Sales Orders, Sales Quotes, Project Orders, and Budgets. Prints Total Cash going out from Purchase Invoices, Purchase Orders, Standing Orders, and Budgets.
       
  • Print Cash Forecast Summary by Date/Currency (tfcmg3411m000)
    • Prints the same as above but by a specific date.
       
  • Print Cash Forecast Details by Period/Currency (tfcmg3412m000)
    • Prints the same as above but by each period across in columns.
       
  • Prints Detailed Cash Forecast in Home Currency (tfcmg3413m000)
    • Prints each item, purchase order, sales order, etc, with forecast in home currency.


Baan V –

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions -tfgld4410m000
    • This has 3 options: a short version of the report, a standard version, and a version by company/ledger account.

Infor LN -

  • Print Finalized Transactions Ledger Account – tfgld1406m000
    • Output can be run to show transactions (debit/credit) by ledger account, transaction type, and time periods. This can be run by range of ledger account and/or range of periods.
  • Print Integration Transactions by Business Flow – tfgld4482m100
    • Output can be run to show all transactions (debit/credit) by business object (production/purchasing/sales)

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