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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: New Mapping Scheme

Kathy Barthelt 0 84733 Article rating: 5.0
After a new mapping scheme is copied from an existing one, it is possible to check transactions in a simulation mode, before activating the new scheme. However, before the simulation can take place, the new mapping scheme needs to have completed the “Check Mapping Scheme” step. When the check is completed, a transaction can be simulated by highlighting it and from the Specific menu, selecting “Map with Specific Mapping Scheme.” Any errors can be corrected without having to activate the new mapping scheme.

Anthony Etzel- Featured Speaker at inPower 2019

Anthony Etzel 0 29968 Article rating: 4.5

Infor IDF is replacing green screens for inquiries and release LX 8.4 for file maintenance. This session will show you how to use IDF over your non-LX file. 
 

Many Companies have IDF and are not effectively using it. This session will cover:

  • Building a business object (Intergrator) 
    • How to create a logical expression
    • How to make a field a maintainable field with IDF
  • Views 
    • How to create custom views
    • How to navigate in IDF and create search subsets

Pushing Forward In the Face of Adversity. Soundview recently suffered a major loss when fire struck on January 30, 2019.

Crossroads RMC 0 23721 Article rating: 5.0

Soundview Paper lost their main building when disaster struck. This building housed offices, their computer center and part of their manufacturing facility. The loss including hardware, networks, system data backups, etc. Crossroads RMC was contacted immediately to assist in the recovery of their BPCS V6 system. With limited backups and a full team effort, Crossroads RMC assisted in the acquisition of new hardware and are currently in the midst of helping to bring their system back to life. Soundview has secured support from various partners to make all this happen, and we are privileged to be part of the team. A lot of work has been done so far, but we have a long road ahead. Users will soon regain access by the end of this week,  and as required, Crossroads RMC will provide the necessary consulting support from our LX team to get Soundview back up and running. We are communicating with them daily, as we work thru this process.

BPCS/LX Tip of the Week: Facility Period Close

Anthony Etzel 0 59803 Article rating: No rating

The Facility Period Close process, as introduced in Infor LX 8.3.4, was designed to function interactively. 

The expectation was that clients with a continuous or 24-hour worldwide operation in multiple facilities would submit the Period End Close jobs for each facility as daily operations ceased or shifts ended for each facility. This process was designed to function interactively so that validations of users performing transactions that conflicted with period end processing, and resulting messages, were immediately sent to the period end user. 

This enhancement provides a batch mode for the Facility Period Close (INV930) process and allows the Update IIM Inventory from IWI (INV931) process to be submitted from the INV930B program. The enhancement also provides a batch mode for the INV931 process. For example, a user has a 24-hour operation in facilities around the world, but a centralized IT operation. With this enhancement the user can submit the individual facilities to be closed to a batch process that can be managed by a scheduler, automatically releasing each facility to be closed at a predetermined time.

Flexfab Expands Their Use of Crossroads RMC Data Collection for All LN Installations Globally

Data Collection News

Kathy Barthelt 0 28990 Article rating: 5.0

Flexfab Horizons International, Inc, a global leader in the manufacture of high performance silicone and other advanced polimer products, has made the decision to expand their use of Crossroads RMC’s Data Collection Solution, RMC3, to their China location. The initial implementations in Nottinghamshire, UK and the United States took place in 2018, and the China implementation is expected to be completed by Q2 of 2019. All installations focus on improvements in warehouse management in Infor LN. Applications implemented include Receiving, Inspections/Approvals, Putaway, Stock Transfers and Stock Inquiry.

Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series)

Vertex Q to Vertex O… the ABC’s of tying this to Baan IV

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Crossroads RMC partnered with Electrolux Corporation to Connect Baan IVc4 to Vertex 8.0 (O Series), and was able to successfully complete this project in under 3 months. This project was completed using Crossroads RMCconnector as a web service to read the Vertex tax data and pass the information back into Baan for further processing. Triggers were created to handle the following processes:

  • Sales Order Lines
  • Print/Reprint Order Acknowledgement
  • Print Sales Invoice (Both compose and final)
  • Purchase Order Lines
  • Purchase order Acknowledgement
  • Purchase Order invoice
  • Manual Finance Invoice (Compose, print and post)
  • Post Integration transactions
  • Finalize batch

Nazdaq has released Version 3.0 of B2Win Suite

Partner News

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New Release of B2Win Suite: Format customer reports, email documents to your suppliers and customers, and more! 

New features – B2Win Suite - You are no longer limited to the data that comes from your canned reports! You can now add new columns to your already existing reports in Excel, based on SQL commands that bring additional data from any database (ERP or other), based on values from the report.

Existing Nazdaq customers should contact us to learn how we can convert your software to the latest and greatest Nazdaq product suite!

For more information: watch our webinar:

Webinar Recording: 48:18

Crossroads is proud to work with Johnson Crushers International on their LN re-implementation to 10.6

Kathy Barthelt 0 20094 Article rating: 5.0

Johnson Crushers International (JCI), a global leader in engineering and manufacturing full lines of cone crushers, horizontal and incline vibrating screens and track-mounted, portable and stationary crushing and screening plants, has selected Crossroads RMC to help them re-implement Infor LN on 10.6.  JCI’s main objectives with this project are to support their continued growth, align and standardize their business processes, and enable a continuous improvement effort to drive additional value to the business. Go live is expected to occur in early Q1 of 2020.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for TECHNOLOGY & FINANCE: Archiving Finalized Transactions

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up a second archiving environment, which must also be an exact copy of the live environment. Define the companies of the second archive environment as the archive companies of the companies of the first archive environment. If necessary, a third and more archiving environments can be set up. You must then archive the data from each archive company to its archive company in the second archiving environment, and so on.

When you archive the data, LN builds an array with all the companies of the group and the archive company linked to each company. If any of the companies in the group does not have an archive company, LN reports an error and aborts the archiving process.

Batches and batch lines are only archived and/or deleted if you perform archiving and deletion in the company in which they exist. This is always the source company. Any intercompany documents and related finalized transactions that belong to the batch are not archived and/or deleted until the target company is archived.

If the batch has been deleted from the live environment, such intercompany documents and transactions will then temporarily exist without a batch in the live environment until the target company’s transactions are archived. Therefore, it is recommended to archive all the companies of a group within a short time.

Finalization runs are also archived. A finalization run can only be deleted from the live environment if all the attached batches have also been deleted.

Financial documents are archived and/or deleted if you perform archiving and deletion in the company in which they exist. For each document, LN searches whether a related intercompany document exists.

If the document’s transaction type indicates that the document numbering does not have to be in a fixed sequence, the document is not deleted from the live environment, to avoid duplicate document numbers.

A finalized transaction is not deleted from the live environment if the fiscal year of the transaction does not equal the fiscal year of the batch and the fiscal year of the transaction cannot yet be archived. If the Archive option is selected, the related batch, batch line, and document are copied to the archive company and retained in the live environment.

If a transaction is still referenced by open sales orders or purchase orders, it is marked as Deleted but not actually deleted. The related batch, batch line, and document are copied to the archive company and retained in the live environment. They are deleted when the referenced open transactions are closed and archived, for example, when you run the Archive/Delete Fully Paid Purchase Invoices (tfacp2250m000) session

If the transaction’s ledger account is a matchable account, any related matching data is also archived.

During the archiving process, the originating company of the finalized transaction is replaced with the originating company’s archive company. In this way, the archive environment will not contain references to the live environment.

During archiving, intercompany document relations are also copied to the archive environment. In the archive environment, these relations are updated in such a way, that each document in the relation refers to the environment in which the document actually exists. In the live environment, the document relation is retained until all related finalized transactions are deleted. For invoice-related transactions, this only occurs during the removal of fully-paid invoices. The document relation is also updated in the live environment, in order to refer to the archived document if all related finalized transactions have been removed from the live environment.

After the normal archiving process, an additional archiving step is performed in which all transactions and documents in the live company that arise from intercompany postings, are archived. During this step, intercompany relations are archived and/or deleted as described earlier.

Batches, batch lines, and documents that have the Deleted status are deleted from the live environment, unless the document’s transaction type indicates that the document numbering does not have to be in a fixed sequence. Such documents are not deleted from the live environment, to avoid duplicate document numbers.

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Kathy Barthelt

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