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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

BPCS/LX Tip of the Week: Notes Maintenance Enhancements

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The Notes Maintenance feature enhancement is made up note programs that are accessible from a central location. The Note Text Maintenance (SYS555), Note Type Maintenance (SYS553) and Multi Language Notes Maintenance (SYS556) programs are all available as menu options. 

The Notes Maintenance feature provides a way to create, revise, delete, and copy note text that are categorized by note types. The print options in Notes Maintenance permit a user to define documents for which the note is intended. This includes base LX documents and custom documents. In addition, the notes program provides a way to define notes by assigning document types.

LX Notes allows the user to go to one location and customize print options, specify user documents, manage multi language notes and manage user-based note security through the defined Security Template program.

 

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Baan/LN Tip of the Week: Are you still using handwritten tickets for your inventory?

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This method of inventory tracking is slow, and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

 

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Crossroads RMC and The Lake Companies Announce a Strategic Partnership to Provide Shop Floor Dashboards as an Extension of Shop-Trak for Syteline / CloudSuite Industrial

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Crossroads RMC, a top provider of consulting and software solutions for Infor discrete and process manufacturers and The Lake Companies, a premier Infor SyteLine Solution Provider, today announce a new strategic partnership. The partnership will combine Crossroads RMC's deep knowledge of machine integration and manufacturing optimization with The Lake Companies’ manufacturing execution expertise.

Together, Crossroads RMC and The Lake Companies will deliver a complete and comprehensive shop floor management solution which will integrate seamlessly with SyteLine / CloudSuite Industrial.

“We’re excited to provide Direct Machine Integration capabilities to Shop-Trak via our NextTrack Dashboard module. Our partnership with The Lake Companies will help SyteLine customers move into the future by leveraging this technology.” Said Rich Grilli, President of Crossroads RMC.

To date, over 1000+ sites worldwide have benefitted from Crossroads RMC’s and The Lake Companies’ products and services. Together both companies will be co-innovating to deliver solutions to meet the challenges of manufacturers in the areas of big data, robotics, and more.

 

About Crossroads RMC

Crossroads RMC offers a complete and comprehensive set of software solutions to support manufacturing optimization. Our solutions focus on delivering real-time visibility and control over your entire operation. With over 30 years of experience, Crossroads RMC has become a trusted advisor and technology partner for manufacturers across the globe.  

About The Lake Companies

The Lake Companies is a fully authorized Gold Channel Partner for Infor’s Syteline ERP (CloudSuite Industrial). In its mission to hel

Tip of the Week: Have you defined your KPIs?

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Key Performance Indicators measure how effectively your performance objectives are being achieved.

  • Have you defined KPIs for your company?
  • Are you measuring them effectively?
  • Is everyone in your company aware of what the KPIs are?

If you haven’t already done so, consider tying personal performance objectives directly to the company’s performance objectives. Doing so can greatly increase the likelihood that the company’s goals will be met.

Tip of the Week: Have you defined your KPIs?

Kathy Barthelt 0 59986 Article rating: No rating

Key Performance Indicators measure how effectively your performance objectives are being achieved.

  • Have you defined KPIs for your company?
  • Are you measuring them effectively?
  • Is everyone in your company aware of what the KPIs are?

If you haven’t already done so, consider tying personal performance objectives directly to the company’s performance objectives. Doing so can greatly increase the likelihood that the company’s goals will be met.

We are proud to announce the launch of quarterly Lunch & Learn webinars for BPCS & LX!

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  • Have a question about your BPCS/LX system and don’t know where to turn?
  • Want information about the next release of the software?

Crossroads RMC consultants are here to help!

With 250+ BPCS/LX implementations and upgrades under our name, we are the largest BPCS/LX practice in the USA. Spend 30 minutes with us and hear straight-shooting consultants talk about best practices and real-life implementation experiences.
Watch Video Now


Topics: BPCS 4.0.05CD to LX conversion from a finance point-of-view

  • Understand the benefits of LX 
  • Navigate the transition path developed through client experiences
  • Learn about the capabilities of the Crossroads RMC, LX practice

BPCS/LX Tip of the Week: Inventory Period Balance Freeze

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This new feature provides the ability to freeze period-end balances at the end of a fiscal period.

This enhancement provides clients the ability to store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels.

This information can then be used for inventory tracking and valuation purposes, as well as other ad hoc financial and audit reporting requirements.

One key benefit is that tracking the opening/ending/period balance for each inventory period can give users insights into the levels of inventory for each item, item/warehouse and item/warehouse/lot/location combination.

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Baan/LN Tip of the Week: Make Your ERP Work FOR You - Streamline Your Processes

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Such lofty goals you had when you implemented your ERP system. It was going to be like pressing the “Easy Button”…  then it wasn’t.

What happened? In some cases, decisions were made to implement the system “just like we used to run our old system”. Great idea? Not so much. Your business changes, and your business software needs to change as well.

Are you using the ERP system, but everything seems cumbersome and takes more time than its worth? 

Ask yourself these questions:

  • Have you looked at streamlining your processes?
  • Can you automate a step or two and eliminate some manual keying?
  • Can you add barcoding to avoid keying in some information altogether?
  • How about automating the printing of some reports?

Now is the time to sit down and really review the steps required to complete the task and think out of the box a bit. Soon you can develop your own streamlined process to get the job done quickly and efficiently.

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Tips:  LX | BPCS | M3

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language

This enhancement provides search capabilities on segment value description in Segment Value List window (WINGSVD).

Segment Value List (WINGSVD):

  • Converted to a standard subfile
  • New action code 10=Search

This makes it easier to locate segment values when defining segment values in Model Account Builder or Alias definition. In addition, WINGSVD has been redesigned as a subfile to enable WebTop grid capabilities.

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Tips: LN | Baan

George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX & BPCS Tip: System i Workspace AnyWhere information and Important Support Dates for IBM and Microsoft Products

System i Workspace AnyWhere is a web application framework that provides a common user interface for Infor’s IBM i products.

*** We strongly recommend that you subscribe to this KB to receive automatic notification when it is updated ***

Latest Updates
System i Workspace AnyWhere - Feature Pack 22 is now available - see the Update History section below (as of January 4, 2024)

  • Tomcat 9.0.80 Upgrade Installer Released - see the Update History section below (October 9, 2023)
  • Installer Hotfixes - affects both Silver Copy and Tomcat Upgrade Installers (August 17, 2023)
  • Removed Support for Microsoft Windows 8.1 (January 11, 2023)
  • System i Workspace AnyWhere - Silver Copy Build 220930 FP17 (Microsoft Windows 2016/2019/2022 Server - Tomcat 9) has been released (October 6, 2022)
  • System i Workspace AnyWhere - Silver Copy Build 220930 FP17 (IBM i OS/400 - WebSphere Application Server 9) has been released (October 6, 2022)
  • Added support for IBM OS/400 V7R5 (October 6, 2022)
  • Removed Support for Internet Explorer (January 11, 2022)
  • Removed Support for the System i Emulator and Update Manager (January 11, 2022)
  • Removed support for IBM OS/400 V7R2 (July 16, 2021)
  • Removed support for Mozilla Firefox web browser (March 30, 2021)
  • Added support for Microsoft Windows Server 2019 (May 18, 2020)
  • Added support for IBM OS/400 V7R4 (November 28, 2019)

Documentation

  • System i Workspace AnyWhere - Installation & Admin Guide (December 15, 2023)
  • System i Workspace AnyWhere - FAQ (December 4, 2023)
  • System i Workspace AnyWhere - Feature Pack Release Summary (December 4, 2023)
  • System i Workspace AnyWhere - Product Guide (August 30, 2023)
  • System i Workspace AnyWhere - InforOS Integration Guide for System21 (August 31, 2023)
  • System i Workspace AnyWhere - Quick Install Guide (September 13, 2022)
  • System i Workspace AnyWhere (IBM i) - Quick Install Guide (August 25, 2022)
  • System i Workspace AnyWhere - Release Summary (March 3, 2023)
  • System i Workspace AnyWhere - SSO MustGather & Troubleshooting (March 3, 2023)
  • System i Workspace AnyWhere - Load Balancing Guide (August 31, 2023)
  • System i Workspace AnyWhere - 5250 AnyWhere Emulator Designer Guide (December 4, 2023)
  • System i Workspace AnyWhere - 5250 AnyWhere Emulator Extensions Guide (June 6, 2023)
  • System i Workspace AnyWhere - Drillback Guide (August 31, 2023)

 

Release Notes

Withdrawal of support for legacy Operating Systems and Products from IBM and Microsoft

Support for the following Operating Systems with System i Workspace AnyWhere has now been withdrawn...

  • IBM OS/400 V7R2 (support ended by IBM on 04/30/2021)
  • Microsoft Windows 8.1 (extended support ended by Microsoft on 10/01/2023)

The System i Workspace AnyWhere documentation has been updated to reflect the removal of support for these Operating Systems.

Advance Notice of 3rd party vendor end-of-life (EOL) dates:

  • Microsoft's retirement date for Windows 10 is 10/14/2025
  • Microsoft's extended support for Windows Server 2016 will end on 12/01/2027
  • IBM's standard program support for IBM i 7.3 ended on 09/30/2023 (extended support available until 09/30/2026)  

Note: An official statement from Infor in relation to our support will be made nearer the EOL date of each product.

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