Please Wait a Moment
X

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 33872 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 75110 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 34749 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 62371 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 68751 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 33665 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 37255 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 80432 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. 

First7576777880828384Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Infor LX & BPCS Tip of the Week: Reports to Analyze Company Performance

You know what ERP data you need to analyze your company’s financial and production health, but sometimes it's a struggle to get that data in a format that is meaningful. Here are some reports in BPCS & Infor LX which you may find useful.

As is the case with most ERP reports, with each version progression from the earliest versions of BPCS to the latest version of Infor LX, 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.

BPCS & LX FINANCE REPORTS:

BPCS:

  • GLD240 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any range of Profit Centers and accounts in the GL Master. 
  • GLD250 - Journal Entry Audit Report
    • This report answers the Audit need. It provides Journal detail for selected Journal Sources and includes Reference fields that tie GL transactions to the Subsystem source. 

Infor LX

  • CLD220 - General Ledger - Trial Balance
    • This report allows you to produce a menu-driven Trial Balance that shows Opening and Closing balances, and Activity, for any account range from a customized Chart of Accounts. Year and Period selectivity, along with Journal Source choices, allow for as focused a view of an organization's GL activity as an accounting department needs. 
  • CLD285 - CEA Audit Report
    • This report answers the Audit need. It provides Journal detail for all Account Strings selected and includes Reference fields that tie GL transactions to the Subsystem source.


BPCS & LX MANUFACTURING REPORTS:

BPCS / Infor LX:

  • CST270 – Shop Order Cost Variance & WIP Report
    • This is by far the best total picture of what happened on any Shop Order from several perspectives (cost/efficiency/overall performance).
       
  • INV220 – Stock Status Summary & INV210 – Turnover Analysis
    • ​Both of these reports give you a view of how your inventory is moving to use as a measurement of the Planning Settings and which items need closer review.
Print
34282 Rate this article:
5.0
George Moroses

George MorosesGeorge Moroses

Other posts by George Moroses

Contact author

x

Categories