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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

AVALARA ISN'T ONLY TAX CALCULATION AND RETURNS FILING....

BPCS & Infor LX

Anthony Etzel 0 33426 Article rating: 5.0

Did you know that in addition to tax calculation and returns filing, Avalara can also help with:

  • Business license and tax registration
  • Streamlined Sales Tax qualification
  • Nexus analysis and compliance
  • Tax document management including exemption certificates
  • Audit preparation

Contact us today! We partner closely with Avalara to provide you with solutions on ALL version of BPCS and Infor LX!

Did you know that when you move to LX 8.4, the 100 series maintenance programs will be performed using ...

Anthony Etzel 0 22515 Article rating: 5.0

Did you know that when you move to LX 8.4, 100 series maintenance will be performed using the IDF maintenance programs, and the green screens go away? However, if you have the IDF integrator with 8.3.4 or 8.3.5, you have the ability to create business objects over your own data files along with creating maintenance programs. This would be a great way modernize any old green screen file maintenance that you currently have.

OTTO: How to get started? It’s easy!

Anthony Etzel 0 30553 Article rating: 5.0

The evaluation process for business operations improvements and related software is normally fairly long because it takes time to first understand the software and then to analyze how it will be used. However, how the software works won't truly be understood until it is actually functioning in either a live environment or a simulation of that environment using a reasonably complete test database. 

In order to overcome this challenge we use the following process:

  • Telephone meeting to discuss needs.
  • Webinar to determine common understanding.
  • Load data into OTTO for a live demo.
  • No-obligation trial of the software.

Your only obligation is to supply resources to evaluate OTTO's capabilities. This approach allows you to see exactly how OTTO operates in your specific environment and what benefits you can gain. Several of our customers have actually realized sufficient benefits during the trial-period to justify their purchase of OTTO. Best of all, this evaluation approach offers you extremely low cost and low risk with the potential for high payback in a short period of time.

BPCS/LX Tip of the Week: Purchase Order Receive All Processing

Anthony Etzel 0 56096 Article rating: 5.0

With this enhancement the Purchase Receipts screens are optionally shown with the quantity and weight fields populated with the open value on the purchase order. The screens are now populated with the open value and if the open value is the same as the value received, the user can simply accept the line. The Receive All field on the PUR550D1-01 screen determines whether the receipt lines are populated with the open value. A system parameter controls the Receive All default value but the default value can be overridden.  

If this option is selected, the user does not have to enter the open quantity or weight. If the purchase order receipt has many lines, this option saves time and prevents errors.

Data Collection: Are you able to perform a full cycle count of your inventory in one day?

Kathy Barthelt 0 68769 Article rating: 5.0

Cycle Counting Potential Benefits: 

  • Overall increased inventory accuracy
  • Increased accuracy of count
  • Ability to review and approve count before direct update of Baan / Infor LN tables
  • Elimination of unnecessary re-orders of items with current inventory Greater ability to satisfy customer orders due to greater visibility to (accurate) inventory levels
  • Direct labor cost savings – less staff required for count Increased productivity during count – with some of our customers, counts used to take weeks. They can now complete a count of their entire inventory in one day.
Contact us today to learn more

BPCS / LX Tip of the Week: Purchase Order Print Security Validation

Anthony Etzel 0 55211 Article rating: 5.0

This enhancement allows users to restrict access to purchase order print programs. The purchase order print programs were updated to provide security validation for the user who selects the purchase orders to print. The security validation is controlled by the PO Print Security Validation flag on the Purchasing System Parameters screen, PUR820D-04. This enhancement gives users the option to restrict access to purchase order print programs, providing additional security at the company and warehouse levels.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

ERP & the Importance of Accuracy & Productivity

Infor LN & Baan

If you don't think accuracy and productivity are important, you need to take a hard look at HOW you’re running your ERP system.

  • Have you eliminated large amounts of data entry?
  • Is your data error-free at month's end?
  • Do all of your systems talk to one another?

If the answer is no, Crossroads RMC can improve accuracy and productivity with system integration and/or automation.

Too expensive you say? Too time-consuming and way too much effort to make it happen? 
Not necessarily... Crossroads RMC consultants deliver valuable integrations and automated processes at a fraction of the cost of other providers.

Whether you’re running ION on the latest version of Infor LN or using Baan IV or Baan V with no integration platform in place, there are benefits to automation and system integration for every area of your business:

Finance:
Say goodbye to typos that lead to huge problems, like paying invoices late or charging the wrong customer. You’ll have accurate data in your system, so month-end processes run smoother and your employees are freed up to do more important tasks.

Customer Relationship Management:
When it comes to keeping customers happy, speed is crucial. You can automate invoicing, customer reports, and more to ensure that customers always have what they need. Automate report delivery from your system to ensure you always have the right information at your fingertips. And even without automating report delivery, your ERP system brings all the information together in one place, and automated data entry and extraction means it’s accurate.

Supply Chain Management:
Set up automated alerts to the right people. With ERP automation, you can trigger an email when a product has low stock or is overstocked. Keeping inventory levels just right is essential to be able to fulfill orders but not waste resources by having too much on hand.

Manufacturing Resource Planning:
Say goodbye to appending data manually. Let’s say you get a shipment of inventory that is a different color than you’d planned, which means they need different SKUs. Now you have thousands of SKUs to update, but an automated process can append data in the system unattended in a fraction of the time it’d take a person to do it.

Human Resource Management:
It might not be that hard to pull the sales data to calculate commissions manually for one sales rep. But multiply that by a growing sales force every pay period, and you’ll be grateful you automated your ERP system. Integrate with HR platforms to manage data transfers for calculating sales and commissions, even setting up triggers to do this automatically at the same time every week.

These are just a few of the possible ways to simplify your ERP system and produce accurate results that save time and money. 


Crossroads RMC has assisted many clients with integrations and automation for Infor LN and Baan. 800.762.2077 |  solutions@crossroadsrmc.com

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Kathy Barthelt

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