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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

BPCS/LX Tip of the Week: Facility Period Close

Anthony Etzel 0 57486 Article rating: No rating

The Facility Period Close process, as introduced in Infor LX 8.3.4, was designed to function interactively. 

The expectation was that clients with a continuous or 24-hour worldwide operation in multiple facilities would submit the Period End Close jobs for each facility as daily operations ceased or shifts ended for each facility. This process was designed to function interactively so that validations of users performing transactions that conflicted with period end processing, and resulting messages, were immediately sent to the period end user. 

This enhancement provides a batch mode for the Facility Period Close (INV930) process and allows the Update IIM Inventory from IWI (INV931) process to be submitted from the INV930B program. The enhancement also provides a batch mode for the INV931 process. For example, a user has a 24-hour operation in facilities around the world, but a centralized IT operation. With this enhancement the user can submit the individual facilities to be closed to a batch process that can be managed by a scheduler, automatically releasing each facility to be closed at a predetermined time.

Flexfab Expands Their Use of Crossroads RMC Data Collection for All LN Installations Globally

Data Collection News

Kathy Barthelt 0 27495 Article rating: 5.0

Flexfab Horizons International, Inc, a global leader in the manufacture of high performance silicone and other advanced polimer products, has made the decision to expand their use of Crossroads RMC’s Data Collection Solution, RMC3, to their China location. The initial implementations in Nottinghamshire, UK and the United States took place in 2018, and the China implementation is expected to be completed by Q2 of 2019. All installations focus on improvements in warehouse management in Infor LN. Applications implemented include Receiving, Inspections/Approvals, Putaway, Stock Transfers and Stock Inquiry.

Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series)

Vertex Q to Vertex O… the ABC’s of tying this to Baan IV

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Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series), and was able to successfully complete this project in under 3 months. This project was completed using Crossroads RMCconnector as a web service to read the Vertex tax data and pass the information back into Baan for further processing. Triggers were created to handle the following processes:

  • Sales Order Lines
  • Print/Reprint Order Acknowledgement
  • Print Sales Invoice (Both compose and final)
  • Purchase Order Lines
  • Purchase order Acknowledgement
  • Purchase Order invoice
  • Manual Finance Invoice (Compose, print and post)
  • Post Integration transactions
  • Finalize batch

Nazdaq has released Version 3.0 of B2Win Suite

Partner News

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New Release of B2Win Suite: Format customer reports, email documents to your suppliers and customers, and more! 

New features – B2Win Suite - You are no longer limited to the data that comes from your canned reports! You can now add new columns to your already existing reports in Excel, based on SQL commands that bring additional data from any database (ERP or other), based on values from the report.

Existing Nazdaq customers should contact us to learn how we can convert your software to the latest and greatest Nazdaq product suite!

For more information: watch our webinar:

Webinar Recording: 48:18

Crossroads is proud to work with Johnson Crushers International on their LN re-implementation to 10.6

Kathy Barthelt 0 19361 Article rating: 5.0

Johnson Crushers International (JCI), a global leader in engineering and manufacturing full lines of cone crushers, horizontal and incline vibrating screens and track-mounted, portable and stationary crushing and screening plants, has selected Crossroads RMC to help them re-implement Infor LN on 10.6.  JCI’s main objectives with this project are to support their continued growth, align and standardize their business processes, and enable a continuous improvement effort to drive additional value to the business. Go live is expected to occur in early Q1 of 2020.

Baan/LN Tip of the Week: Warehouse Material Movement / Problems With the Inventory Structure Table (whinr150)

Kathy Barthelt 0 77965 Article rating: 5.0

This has come up as an issue during various stages of warehouse material movements – transfers, outbounds, shipments. We have seen it right up to 10.4. The inventory structure table (whinr150) becomes a problem. The error points to that table, but users are lost as to how to fix it.

In the session Units by Unit Set many companies let the field Storage default to Yes. If the UOM is not intended to be used in inventory then that setting should be No. 

If an item is purchased in UOM different from the inventory unit and the setting is Yes then LN adds a record in that UOM to the inventory structure table. It is that record that causes problem later.

The session has an option to change the value of the storage field. Specific > Convert Use for Storage. This option works both ways and will correct all inventory in the UOM range. 

Should a user receive an error that references inventory structure table then the solution is to check that session to see if an odd UOM exists in it. If so use the Convert Use for Storage to correct the problem.

Baan/LN Tip: Disabling Unused Functionality in LN

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If functionality such as Commissions, Rebates, or Contracts are enabled in the parameters, LN checks this functionality during transactions, even if you did not specify anything for these concepts. Therefore, if you do not use certain functionality within LN, to improve performance, disable the corresponding parameter.

Optimize Your Manufacturing Today!

Crossroads RMC named as Avalara's Certified Integration Partner for Infor LX

Anthony Etzel 0 28667 Article rating: 5.0

Avalara Announces 41 Newly-Certified Integrations Into Business Application


December 20, 2018 05:00 AM Eastern Standard Time

SEATTLE--()--Avalara, Inc. (NYSE:AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the release of 41 newly-certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications.

Avalara has been a partner-centric company since its founding in 2004, with a keen focus on integrating with technology solutions already in use by existing and future customers. Avalara Certified integration partners have met criteria developed by Avalara to guarantee each integration’s performance and reliability. Certified integrations are built to ensure customers enjoy a fast, reliable, and easy process for embedding Avalara’s automated tax management into existing systems.

Additionally, these integrations enable customers of Avalara partner solutions to benefit from Avalara’s real-time calculation of applicable taxes, fees, and surcharges for billing line items. Avalara software reduces the tedium and complexity of determining taxes for millions of products and services across the U.S., Canada, Europe, and other international jurisdictions, giving customers more time to focus on driving their own business success.

The latest group of Avalara Certified integrations includes:

  • Infor LX (by Crossroads RMC) is an ERP solution used primarily by manufacturers.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE TIP:

Cash Forecast Reports and Inquiries

To produce the cash flow forecast, the combined information from the following is used:

  • Customer and supplier accounts
  • Open sales and purchase orders
  • Purchase quotations
  • Purchase requisitions
  • Standing orders
  • Projects
  • Financial budgets

You can use the bank balances of the bank relations that are maintained in the Bank Relations (tfcmg0510m000) session, to generate the reports with details of cash inflows and outflows of the company for a specified period of time.

You can also manually specify the Opening Balance for the cash forecast. Use the sessions below to print and generate the reports:

  • Cash Forecast Summary by Date Range/Currency (tfcmg3518s000)
  • Print Cash Forecast Details by Date Range/Currency (tfcmg3412m000)
  • Print Cash Forecast Summary by Period/Currency (tfcmg3410m000)
  • Cash Forecast Summary by Date/Currency (tfcmg3519s000)
  • Print Detailed Cash Forecast in Cash Forecast Currency (tfcmg3413m000)
  • Cash Forecast Components by Date/Currency (tfcmg3520m000)
  • Print Forecast Components by Date/Currency (tfcmg3420m000)

OPERATIONS TIP:

Deleting Purchase Orders:

  • If Finances is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS project that is not yet archived. When the PCS project is archived, the purchase data is also archived and you can delete the purchase order.
  • A consignment replenishment order is not yet consumed completely.
  • The invoice is yet to be completely matched and approved.
  • The invoice amount is not yet inserted as turnover history.
  • The sales order or service order that is linked to the purchase order line, and for which an internal invoice must be sent from the purchase office to the sales office or service office, is not yet invoiced. In this case, you cannot delete the purchase order line before the sales order or service order is invoiced.

TECHNOLOGY TIP:

Application Personalization

Users can personalize sessions and apply special formatting to the data displayed in sessions. The personalizations and formatting settings that are specified by the users are stored on the LN server. Administrators can maintain these settings.

  • Session personalizations

    Users can personalize sessions in various ways. users can, for example, hide fields, change labels, customize the toolbar, and move fields to another tab. Administrators can maintain the personalizations defined by the users. For example, an administrator can export personalizations to an XML file, import personalizations from an XML file, and copy personalizations to another user, to a DEM role, or to a company number.

  • Report personalizations

    You can use the Report Designer (ttstppersrep) to personalize the layouts and style of reports, without modifying the standard reports or using an external reporting solution. The changes are stored as personalizations.

    You can also generate new reports that are based on a selection of fields from the application data model. These reports are generated in the extensibility package. You can personalize these reports in the Report Designer (ttstppersrep), or modify them in Infor LN Studio.

    For details, see the Infor LN Report Designer Development Guide
     
  • Conditional formatting

    users can define conditions to apply special formatting to the data displayed in LN sessions. The users can define multiple conditions per session and different types of formatting, such as a specific color for particular fields or rows, and a warning symbol for particular rows. Administrators can maintain the formatting settings specified by the users and can define system-wide formatting settings.

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Kathy Barthelt

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