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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

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

Kathy Barthelt 0 80517 Article rating: No rating

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.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Infor LX Compatibility With IBM i 7.3

Anthony Etzel 0 54602 Article rating: 5.0

IBM® has released its latest operating system for the IBM i. IBM i 7.3™ has many new features and enhancements that you may want to take advantage of.

Infor is pleased to announce the following Infor LX products are supported on this new version, effective June 12.

Supported products and versions

The following Infor products have been evaluated for compatibility with IBM i 7.3 and are supported on that version of the platform:

  • Infor LX 8.3 (all release levels)
  • Brazil Pack for Infor LX 8.3
  • Argentina Pack for Infor LX 8.3
  • Infor BPCS 8.2 (all release levels)

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: LN Financials

Kathy Barthelt 0 74613 Article rating: No rating

Did you know that you can use user-definable dimensions to view financial information in detail from different angles?

With the parent-child structures, you can obtain financial information in the proper structure, regardless of the country or the financial system.

Optimize Your Manufacturing Today!

Tip of the Week: What is Sales Tax Nexus?

Kathy Barthelt 0 149586 Article rating: No rating

Sales tax nexus is the connection between a seller and a state that requires the seller to collect and remit tax on sales made in that state. If you have nexus in California and Texas, for example, you must collect and remit sales tax in California and Texas.

Many states are expanding their nexus rules. Business activities like trade show attendance, drop shipping, employing remote workers, advertising, and housing inventory in other states can establish nexus. The rules vary by state and it can be challenging to keep up with all the places your business needs to register, collect, and remit sales tax.

Optimize Your Manufacturing Today!

Baan/LN Lunch & Learn Webinar: What Manufacturers Need to Know About Sales Tax Compliance

Kathy Barthelt 0 39287 Article rating: 5.0

Lunch & Learn Webinar for Baan/LN!
Is Your Company at Risk?
What Manufacturers Need to Know About Sales Tax Compliance

Crossroads RMC & Avalara on the Avatax and Infor LN Integration. 

Learn how Avalara delivers end-to-end cloud-based (real-time data) sales tax automation, including rate determination, return filing, remittance, and exemption certificate management!

Get the inside scoop on:

  • The sales tax landscape: why it is more complex than ever and what that means in mitigating risk.
  • The importance of exemption certificates (reseller certificates) in sales tax compliance—even if you think you don’t owe sales tax.
  • Economic Nexus Laws and how they could impact your business.
  • How Avatax for Infor LN seamlessly integrates to apply the proper sales tax every time to invoices, manages exemption certificates, files, and remits returns while providing “Accuracy Guaranteed" audit protection.

You Don't Want to Miss This Important Webinar!

BPCS/LX Tip of the Week: 3 Common ERP Mistakes & How to Avoid Them

Anthony Etzel 0 53597 Article rating: No rating

For many businesses, a high-powered ERP can streamline processes, increase efficiency, and strengthen the bottom line—at least in theory. In reality, some companies miss out on the opportunity to achieve greater ROI by overlooking a few fundamental truths about ERPs.

1. Implementation takes longer than usually anticipated.

2. Company buy-in and sufficient training can predict success.

3. Implementing the full range of features can make the difference between success and failure.

Can your ERP move with you into your next growth phase? Can it scale and flex as your business expands? Is your business making the most of your investment?

Read Full Article

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: 3 Common ERP Mistakes & How to Avoid Them

Kathy Barthelt 0 79656 Article rating: No rating

For many businesses, a high-powered ERP can streamline processes, increase efficiency, and strengthen the bottom line—at least in theory. In reality, some companies miss out on the opportunity to achieve greater ROI by overlooking a few fundamental truths about ERPs.

1. Implementation takes longer than usually anticipated.

2. Company buy-in and sufficient training can predict success.

3. Implementing the full range of features can make the difference between success and failure.

Can your ERP move with you into your next growth phase? Can it scale and flex as your business expands? Is your business making the most of your investment?

Read Full Article

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: Notes Maintenance Enhancements

Anthony Etzel 0 54990 Article rating: No rating

The Notes Maintenance feature 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.

Instead of having to go into separate programs to maintain note settings, the user can set up print options, specify user documents and customize user security levels for specific notes.

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. 

Finally, the notes program provides a way to define notes by assigning document types. For example, a document type can be created named “Invoice.” A note can then be defined to print on all invoice programs without requiring individual entry.

Optimize Your Manufacturing Today!

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. Select the business partner in the Business Partner field, Press Tab. Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
  4. Select the order type for subcontracting in the Order Type field, purchase office in the Purchase Office field, and the related order series in the Order field.
  5. Click New on the Order Lines tab and select your subcontracted price item in the second segment of the Item field.
  6. Specify the required quantity in the Ordered Quantity field, price of the item in the Price field and click Save.
  7. Click the Approve button to approve the purchase order. The purchase order Status is updated to Approved.
  8. Verify that the material to be sent to the subcontractor is updated on the Material Supply Lines tab.
  9. Select the material line on the Material Supply Lines tab and click Actions > Generate Supply Order.
  10. Select the generated supply order line updated in the Supply Order Line field on the Material Supply Lines tab and click References > Supply Lines. The Warehousing Order (whinh2100m100) session is displayed.
  11. Select the outbound order line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  12. In the Outbound Line Status Overview (whinh2129m000) session, ensure that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
  13. On the specific menu, click Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  14. Select the shipment line and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  15. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab in the Warehousing Order (whinh2100m100) session.

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Kathy Barthelt

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