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

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

Kathy Barthelt 0 94215 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 28610 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 55210 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 22766 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.

Attention Baan IV Customers...

Kathy Barthelt 0 34313 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 75948 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.
First7778798082848586Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Avoid Being a Quitter: How Crossroads RMC Can Help You Achieve Your Goals

Unlocking Success Infor LX/BPCS & Infor LN and Baan

Avoid Being a Quitter

As the calendar flips to January 1st, it marks the beginning of a new year filled with fresh opportunities and resolutions. It's that time when many of us set ambitious goals for ourselves, both personally and professionally. But, how often do these aspirations fizzle out before we even hit the second Friday of the year? It's so common that they even call it "Quitter's Day." However, it's not too late to stay on track and realize your ambitions. In this article, we'll focus on the professional side of goal-setting and how Crossroads RMC can be your ally in achieving manufacturing excellence.

Step 1: Make Your Goals Bite-Sized

While you might have grand ambitions, like upgrading your ERP system, increasing customer satisfaction, or optimizing your supply chain, achieving these goals often involves breaking them down into smaller, manageable projects. Here's how you can start:

  • Why: Understand why you want to make these changes. Is it to retain your top customers, leverage new ERP features, or streamline your supply chain?
  • What: Clearly define the desired outcomes – be it increased sales, enhanced efficiency, or cost reduction.
  • Who: Identify the key players who can help you achieve these goals. Do you have the necessary resources in-house, or should you consider external expertise?
  • When: Establish a timeline, considering your overall company initiatives, project priorities, and deadlines. Make your goals specific, measurable, attainable, and time-based (SMART).

For example:

  • Increase customer satisfaction for our top 5 customers by 10% in the next 6 months.
  • Reduce production mistakes in our welding department by 50% within a year.


Step 2: Identify Roadblocks

What's preventing you from reaching your goals? Is it a lack of resources, support, or the right tools? Consider these factors:

  • Lack of bandwidth: Assess your team's capacity. Can you involve colleagues from other departments or partners?
  • Support: Get buy-in from business leaders by demonstrating the ROI and benefits of your project. Educate your coworkers on its importance.
  • Tools: Explore features in your ERP system that you might not be utilizing fully. Is an upgrade or additional software add-ons needed?

 
Step 3: Take Action and Persist

Creating a plan is vital, but remember, the path to success isn't always smooth. Prepare for challenges and adapt as needed:

  • Develop a comprehensive plan to execute your goals.
  • Communication is key. Keep your team informed about progress and challenges.
  • Adjust your plan when necessary. Mistakes are part of the journey and can lead to future success.


How Crossroads RMC Can Help You in 2024

At Crossroads RMC, we understand the challenges manufacturers face, and we're here to support your journey to success. Here's how we can assist:

  • Implement new functionality in your existing ERP system.
  • Lead the way in upgrading your ERP to the latest version.
  • Provide training based on best practices for your employees.
  • Automate time-consuming, manual processes.
  • Integrate your systems, creating a seamless, cohesive environment.
  • Deliver ERP add-on solutions that save you time and money.

We offer a comprehensive range of consulting services and software designed to optimize manufacturing by reducing costs, improving quality, and enhancing efficiency.

Learn More:

Infor LX & BPCS Services> Infor LX & BPCS Software>

Infor LN & Baan Services> Infor LN & Baan Software>
 

It's Time for Action!

Contact us today at solutions@crossroadsrmc.com or call us at 800.762.2077 to discuss your ERP goals. Let Crossroads RMC be your partner in making 2024 a resounding success for your manufacturing business!

Print
16401 Rate this article:
.2
Crossroads RMC

Crossroads RMCCrossroads RMC

Other posts by Crossroads RMC

Contact author

x

Categories