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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: Purchase Order Print Security Validation

Anthony Etzel 0 54802 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.

Infor LN & Baan: Need Accurate Inventory?

Kathy Barthelt 0 63622 Article rating: 5.0

Automate & Streamline Your Current Processes

We know that efficiency is the name of the game and Crossroads RMC has helped manufacturers achieve real results:

  • Better inventory management
  • Increased visibility
  • Reduced operational costs
  • Increased accuracy and much more

Crossroads RMC has solutions to automate and streamline your current processes from receiving all the way through shipping. Work with Crossroads RMC and realize greater benefits from your CURRENT ERP version.

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Crossroads RMC to integrate their Baan IV system with all Subway Restaurants and Moe’s Southwest Grill locations nationwide to provide streamlined parts and machine ordering capability

Kathy Barthelt 0 32915 Article rating: 5.0
Grindmaster Cecilware, a leader in the development of products for the food and beverage industry, has selected Crossroads RMC to integrate their Baan IV system to provide streamlined parts and machine ordering capability for all Subway Restaurants and Moe’s Southwest Grill locations nationwide. The integration will allow for orders to automatically feed back into the Baan IV system for further review and processing. The integration is expected to go live in Q2 of 2019.

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

Kathy Barthelt 0 89007 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 27942 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 54442 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 22291 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.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

George Moroses

Infor LX/BPCS Tips & Tricks for EXECUTIVES:

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track All Order Holds Added & Released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

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