Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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

Tax Law Changes by the Numbers - Infor LX & BPCS Integration to Avalara

A look at what's changed in 2018-2019

Anthony Etzel 0 48550 Article rating: 4.0

Are you up to speed on all of the sale tax changes that could affect your business?

Tax Law Changes by the Numbers
A look at what's changed in 2018-2019

  • 21 states adopted economic nexus as of December 31, 2018, requiring out-of-state businesses with a certain amount of economic activity in the state to collect and remit sales tax
  • 33 states have enforced economic nexus as of June 30, 2019
  • 43 states will enforce economic nexus as of December 31, 2019
  • 7 states had marketplace facilitator sales tax laws as of December 31, 2018, requiring marketplaces to collect sales tax on behalf of their sellers
  • 15 states have marketplace facilitator sales tax laws as of June 30, 2019
  • 28 states will have marketplace facilitator sales tax laws as of January 1, 2020

The trend to tax remote sales is certain to continue, and there will be the normal slew of rate, regulation, and product taxability changes. 

Sales Tax is complicated! Crossroads RMC provides the integration from Infor LX & BPCS to Avalara to make it easy. Click Here to Learn More

Steps to undo an IDF modification and restore to the default

Anthony Etzel 0 42077 Article rating: 5.0

Changes are great, but if you want to undo an IDF modification and restore to the default, you need to follow these steps:

Reset to an Infor shipped view (“un-modify” it)

  1. Open the public node of an object you would like to reset to the shipped status. Notice that all of the standard views (i.e., those owned by Infor) are unmodified.
  2. Select the row with the Modified column = yes
  3. Select the Reset to default button on the toolbar
  4. Say Yes to the prompt
  5. The object is now back to the way it was shipped by Infor. Note that it now shows that it has not been modified. If you display the editor, you will see that the attribute you deleted has been restored. Note that only objects owned by Infor can be reset. If you change a standard definition, and later regret it, you can use this feature to restore it with a couple of clicks.

How to Improve Customer Shipments With OTTO - A Case Study

Anthony Etzel 0 34385 Article rating: 5.0

Setting Industry Service Standards

Shenandoah Manufacturing, a $20 million producer of poultry-raising equipment (heaters and brooders), had been having difficulty for some time shipping orders to customers in a timely manner. They had successfully implemented a popular ERP system and had been using it for more than 3 years, yet the situation didn't improve.

Customer Service Representatives were complaining about the frequent backorders and late orders. Employees were giving it their best effort, but were frustrated, and customers were threatening to take their business elsewhere.

The company considered installing an APS system as a possible solution, but found implementation would be difficult, expensive, and running the system might be a challenging task as a number of key business practices would have to be changed. A consultant familiar with OTTO suggested they look at that product as an alternative to APS. Several OTTO aspects cited by the consultant convinced them to consider a cursorily review. Specifically:

  • The non-intrusive nature of the product.
  • It's relative inexpensive initial investment.
  • The low overall total cost of ownership.
  • The integration with their ERP system.

The initial demonstration was impressive. OTTO was installed on Shenandoah's server within 45 minutes of arrival and, most impressively, it was fully functional with their real "live" data immediately. Needless to say, the demo was well received. Even more importantly Shenandoah was able to "test drive" the software to prove its applicability before making any dollar commitments.

According to Mark Shank, Information Systems Manager, some baseline measurements were made last year, and it was determined that approximately 50% of their customer orders had shipped on time. As they began using OTTO, on-time order performance rose to 90% for the month. And Shenandoah caught up on its entire backlog and started working ahead on February's orders. In February on-time shipment performance jumped to 92% and subsequently on-time performance has ranged somewhere between 98.3% and 99.5% — well above the 96% goal set by Management.

OTTO provides the means for keeping the whole production organization focused on the few things that have to happen as the ship date approaches to get each order shipped on time. Components that have the potential for delaying an order are identified so they can be managed. Shenandoah's staff, a precious and limited resource, now concentrates on analyzing information and managing the right things at the right time rather than digging out date. To quote one production control individual: "what use to take hours now takes seconds."

According to Roy Hackett, Plant Manager: "Knowing the right things to pay attention to at the right time"

Crossroads RMC's Analytics Dashboard serves as the perfect complement to extend your MES solution

George Moroses 0 37789 Article rating: 5.0

Did you know our Analytics Dashboard serves as the perfect complement to extend your MES solution?

Need real-time information regarding what shop orders are active, which lines are down, and overall OEE? Want to display all of this data in easy to understand graphs and charts with drill-down capability?

Contact us today to find out how our Analytics Dashboard can provide all of the information you need in real-time.

  • MES Work Center Job Step Status
  • MES Work Center Machine Status
  • MES Shop Order Status
  • MES Order / Operation Status
  • MES Order / Parts Status
  • MES Badge Status

Contact George Moroses to learn more.

Infor and Crossroads RMC Partner to Drive Success at Ridewell

Anthony Etzel 0 38109 Article rating: 5.0

Earlier this year, Ridewell Corporation inked a deal with Infor to move their BPCS 4.05 CD system to Infor LX. As part of that deal, Crossroads RMC’s MES software was selected to provide shop floor automation. 

For the ERP upgrade, Infor reached out to Crossroads RMC to provide support for both Finance and Data Conversion due to our positive track record with 4.05 CD to LX migrations. Crossroads RMC has extensive migration experience and developed a methodology for converting legacy 4.05 CD GL into CEA. 

The process Crossroads RMC developed makes it cleaner, more manageable, and easy to embrace from the client perspective. Infor also engaged Crossroads RMC to provide technical support to manage the data conversion, utilizing the Infor utilities and converting Ridewell’s 4.05 CD data to standard LX.

IDF: Defining the Attributes for a New Object

Anthony Etzel 0 32115 Article rating: 5.0

Attributes are the fields you define in your System i file.

You can begin by building your attribute list in Integrator by synchronizing the object with the host. This process reads the file definition from the System i and builds your list of attributes. The synchronize process will automatically run and read the definitions for the first occurrence of this file name within the library list. You can repeat this process manually multiple times if you change the file definition on the host by using the ‘Synchronize with Host’ option. However, the synchronization process will not recognize changed field names.

Non on key field attributes: The integrator requires a unique key for each object. If the host file already has a key, the synchronization process will automatically identify fields as part of the key as well as add a sequence number to multiple key parts. If the file does not have a unique key, you must either create a keyed logical file or identify the key manually. Key fields are the default sort order for all list views for an object.

Why do you need OTTO? Let’s let our customers tell you…

George Moroses 0 27594 Article rating: 5.0

“Our priorities change daily. It’s important to manage the priorities instead of having someone here in the office constantly expediting. We don’t want to run MRP every day, that would just introduce nervousness, all plans and priorities are likely to change and the flood of recommendations would be unmanageable. We run MRP once a week and rely on OTTO to track the constantly shifting priorities day-to-day.”  
Production & Inventory Control Manager, Top U.S. Crane Manufacturer

Learn More About OTTO

Crossroads RMC is proud to announce the release of the following dashboard views that come STANDARD with the LX Analytics Dashboard

George Moroses 0 31444 Article rating: 5.0

Standard Analytics Dashboard Views: 

  • Sales Bookings (ECH)
  • Accounts Receivable (RAR)
  • Accounts Payable (APH)
  • Planned Orders (KFP)
  • Purchasing (HPH)
  • Shop Order Material (FMA)
  • Shop Order Operations (FOD)
  • CEA
  • Order Booking (ECS)
  • Labor History (FLT)
  • Sales History (SIH)
  • Material Status (IIM/ILI)

Click Here to Learn More

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Tips:  LX | BPCS | M3

Tips: LN | Baan

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End of Year E R P Checklist: Streamline Your Transition to the New Year

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

All Departments End of Year Checklist

_____1. Strategic ERP Review

  • Review and Update Reports and Dashboards
    • Evaluate standard reports and dashboards to ensure they align with current business requirements.
    • Adapt them to reflect changing priorities so the information remains relevant and actionable.

_____2. ERP Support and Maintenance

  • Address Outstanding Support Issues
    • Reach out to Crossroads RMC for unresolved support concerns or system issues.
    • Collaborate to resolve lingering problems and clear your to-do list before the year ends.

_____3. Training and Consulting Services

  • Assess Team Training Needs
    • Conduct a skills gap analysis to identify areas where your team may require additional ERP training.
    • Allocate resources for consulting services to help your team remain efficient and effective with the ERP system.

_____4. Future Investments

  • Evaluate New ERP Features or Modules
    • Review potential ERP investments to support business growth.
    • Align new features or modules with the organization’s current and future needs to maximize ROI and operational efficiency.


IT/Technology Checklist

_____1. Data Cleanup

  • Perform data deduplication to eliminate redundant entries.
  • Validate existing data to ensure accuracy and reliability. This reduces errors and boosts confidence in reporting.

_____2. Archive/Remove Obsolete Data

  • Archive or delete outdated data to improve system performance and reduce database clutter.
  • Streamlined data management enhances system usability and reduces search inefficiencies.

_____3. Monitor System Performance

  • Review system logs and performance metrics to identify bottlenecks.
  • Address any recurring lags or slowdowns to improve overall system efficiency.

_____4. Review User Access Controls

  • Audit user roles, permissions, and access rights for accuracy.
  • Remove or update access for users with altered responsibilities or those no longer with the organization.
  • This step mitigates cybersecurity risks and ensures compliance with data governance policies.

_____5. Test Emergency Recovery Procedures

  • Perform a test run of backup and recovery protocols to verify their effectiveness.
  • Ensure all critical data can be restored in the event of a disaster.

_____6. Prepare for Date-Dependent Processes

  • Audit scheduled jobs, scripts, and automation with hard-coded dates.
  • Update these dates to reflect the upcoming year to avoid disruptions in processes.

_____7. Bonus IT Tasks

  • Communicate planned system downtimes with all stakeholders in advance.
  • Document any changes made to the system during this period for future reference.
  • Encourage feedback from end-users on potential system improvements.

Operations Checklist

_____1. Critical Data Accuracy

  • Ensure critical data, such as inventory levels and customer information, is up-to-date and accurate to support efficient facility operations.
  • Remove discontinued items.
  • Delete sold purchase receipts.
  • Clear lot attributes for sold lots.
  • Non-Manufacturing Environments: Update the standard cost field based on current cost.

_____2. Inventory Management

  • Conduct a full physical inventory and update quantities before year-end or establish a cycle-counting program to maintain accuracy.
  • Prepare users for year-end completion of all inventory adjustments, receipts, and invoicing.
  • Determine processes for handling new-year transactions without immediate posting.

_____3. Purchase Orders & Contracts

  • Close out all purchase contracts and purchase orders (POs) to prevent further receipts against any contract line items.

_____4. Costing & Manufacturing Tasks

  • Decide on new standard costs for the upcoming year (for Manufacturing environments).
  • Establish cutoff dates for removing archived BOMs and closed/canceled manufacturing orders.

_____5. LX-Specific Tasks

  • Run PRF900 to update performance measurements and purge closed shop orders.

_____6. Fixed Assets & Depreciation

  • Review and update the depreciation schedule for fixed assets.
  • Verify depreciation expenses for the year have been accurately recorded.
  • For any new assets added during the year, ensure they are included in the depreciation schedule.

Finance Checklist

_____1. Period Closing & Reconciliation

  • Close financial periods and reconcile accounts to ensure financial data consistency and readiness for audits, tax filings, and other financial processes.
  • Set up financial periods for 2025 before the year begins.
  • Open the January 2025 period.
  • Finalize all outstanding transactions from 2024.

_____2. LN-Specific Tasks:

  • Perform a soft-close for any open periods in 2024.

_____3. LX-Specific Tasks:

  • Copy the CEA Book for the new year, ensuring all Journal Sources are set up. This ensures all required records are in place.
  • Run ACP920 (1099 Report) before ACP910 (Year End Close), as the Close Program clears 1099 Payments History.

_____4. Financial Cleanup

  • Address any old sales invoices and ensure they are properly closed.
  • Rectify any outstanding financial integration errors.
  • Set up and test new integration mappings for 2025 in a test environment.
  • Review and update jobs to ensure they are configured correctly for 2025 processing.
  • Identify purchase invoices for cash-flow management that won’t be paid until 2025.

_____5. Payroll Review

  • Verify employee payroll records and reconcile them with financial statements.
  • Ensure all employee information is up-to-date, including unpaid sick leave and vacation time, and carry over or adjust as necessary.

_____6. Accounts Receivable & Payable

  • Resolve any outstanding issues or unpaid invoices in customer or vendor accounts.
  • Record all payments and receipts to maintain accurate financial data.
  • Review outstanding receivables for potential bad debts.
    • Decide whether to carry them over into the new year.
    • Adjust the allowance for bad debts as necessary.

_____7. Bonus Financial Tasks

  • Verify that ERP calendars are set up for the new year with holidays correctly indicated.
  • Ensure proper mapping and testing of financial processes to avoid disruptions in the new year.

Taking these proactive steps will set your ERP system up for success in the coming year.

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