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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

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

BPCS & Infor LX

Anthony Etzel 0 34452 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 23554 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 31606 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 57696 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 70110 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 56313 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

An ERP System Review is NOT a Report Card

It's a no-judgment-review - we promise!

report card C minusWe all remember our school days and the nervousness that we felt when it came time to get our grades. Even if we were doing well, we were still nervous. Sometimes we experienced that same nervousness when it came time for a performance review on our job. Nervousness…sometimes dread…knowing that our performance was not what we wanted it to be, or others expected it to be. 

Somehow I think the feelings that we felt in our past often find ways to creep into our present. I have seen this recently when I suggested an ERP system review to one of our customers. They immediately became flustered and thought about every possible problem that they knew existed within the software and how they were currently using it. I asked them to consider the purpose of the ERP system review.

An ERP Utilization Review will:

  • Document how your company is using your ERP system (or a particular aspect of the system) and to what extent the system meets the needs of the business.
  • Identify challenges encountered using the software.
  • Create opportunities for improving business processes and generating additional value.
  • Identify potential risks and areas that need improvement.


key hole to the futureSo, if the result of ERP system review is to establish a path forward for growth based on current status, then why doesn’t every company take advantage of it? I think for some, the answer lies in the feelings of nervousness and dread still stuck in the recesses of our brains.

An ERP system review or more specifically a utilization review is NOT a personal report card, or performance review showing how well a particular individual does his/hers/their job, nor is it an attack on the team that implemented the software. 

As they say, hindsight is 20/20. What we view now to be a less than ideal implementation methodology may have been absolutely appropriate at the time the software was originally deployed. The software has likely matured and the skillsets of the individuals responsible for the system have likely matured as well. In some cases, those resources are no longer with the company, leaving those that remain with no back story as to how and why implementation decisions were made.

Instead of viewing the ERP utilization review as a reason to find fault in previous decisions, think of it as discovering untapped potential – both of the ERP system and the people who use it. Viewing an ERP utilization review in this way puts a positive spin on it and allows us to challenge ourselves to identify opportunities for growth far greater than anything we imagined before. This means not only moving our businesses forward faster but also advancing the strength of the company as individuals and as a team.

What untapped potential lies within your company?

Consider a utilization review of your entire ERP system, or just a part of it like Finance, Technology, Materials Management, Order Processing, or Shop Floor Control. You just might be surprised at what greatness can be achieved… far greater than anyone could have imagined.  

Get a free phone consultation button

800.762.2077

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Kathy Barthelt

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