Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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

Case Study: Driving Real-Time Performance with NextTrack Insights

Kathy Barthelt 0 745 Article rating: 5.0

NextTrack Insights

Where teams struggle:

  • Limited visibility into production performance
  • Delayed or inconsistent reporting
  • Difficulty tracking scrap and efficiency
  • Data spread across systems

Quick insight
When production and scrap data are visible in real time, teams can identify issues earlier and take action before they impact performance.

Real-World Example
Manufacturers using NextTrack Insights are improving visibility, reducing delays, and driving performance across production.

→ Read the full case study

If improving visibility is a priority, we’d be happy to help.

Talk with our team 1.855-410-2334

Infor ERP Tips & Tricks: Gain Insight into Inventory Variances with Cycle Counting Analytics

Applies to: Infor LN Baan environments

Kathy Barthelt 0 1726 Article rating: 5.0

Why this matters

Inventory discrepancies are often identified, but not fully understood. Without clear visibility into where and why variances occur, teams are left reacting instead of improving processes.

What this solves

The Cycle Counting Variances session (whinh8352m000) provides a visual way to analyze inventory discrepancies, helping teams identify patterns and root causes across warehouses and counting activities.


How it works...

Infor ERP Tips & Tricks: Improve MRP Visibility with WebTop Grid Support

Applies to: Infor LX BPCS environments

George Moroses 0 1456 Article rating: 5.0

Why this matters

In MRP inquiries, limited visibility and paging behavior can make it difficult to review data efficiently—especially when working with larger datasets or modern web interfaces.

What this solves

This enhancement enables full compatibility between MRP320D Master Schedule Detail Inquiry and the WebTop Grid, allowing users to view and work with complete datasets more effectively.


How it works

Manage the Complexity of Tax Compliance

Insights from our partner Avalara

Crossroads RMC 0 1320 Article rating: 5.0

Sales tax compliance becomes more complex as businesses grow. Expanding into new markets, adding locations, selling online, or integrating systems after an acquisition can quickly introduce new tax obligations.

Many organizations find manual tax processes difficult to manage and scale. Automation can simplify compliance, improve accuracy, and reduce the risk of costly penalties.

When Compliance Gets Complicated

Changes such as the following often create new tax requirements:

• Upgrading or changing ERP systems
• Mergers or acquisitions requiring system integration
• Adding locations or warehouses
• Expanding into e-commerce
• Managing remote employees
• Selling at trade shows across multiple states

Businesses may also struggle with large transaction volumes, exempt products or customers, audit exposure, and tax obligations in complicated states.

Why Avalara & Crossroads RMC

Avalara automates tax registration, calculation, filing, and document management, helping businesses maintain compliance as they grow.

Crossroads RMC integrates Avalara directly with Infor ERP environments, enabling automated tax calculations and reporting within existing ERP workflows.

Avalara supports more than 41,000 businesses and government organizations in over 75 countries, helping organizations manage complex tax requirements while focusing on growth.

800.762.2077 | Contact Us

Infor ERP Tips & Tricks: Already Have Avalara? Integrate It with Your Infor ERP

Infor LN | Baan | Infor LX | BPCS

Crossroads RMC 0 2514 Article rating: 5.0

If your company already uses Avalara for tax compliance, you can integrate it directly with your Infor ERP system.

Crossroads RMC has developed integrations that connect Avalara’s automated tax calculation and compliance platform with Infor ERP environments, allowing tax calculations, reporting, and compliance processes to run seamlessly within your existing ERP workflows.

This integration helps eliminate manual tax processing, improve accuracy, and ensure tax compliance as your business grows.

If you’re already using Avalara and want to streamline tax automation within your ERP, Crossroads RMC can help you connect the two.

800.762.2077 | Contact Us

Elevate Your Team's Output with Expert CloudSuite/LN & Baan Help Desk Services

Kathy Barthelt 0 1845 Article rating: 5.0

In today’s fast-paced business environment, maintaining an efficient and responsive ERP system is crucial for success. However, managing ERP support internally can be resource-intensive and distract from your core business objectives. That’s where Crossroads RMC comes in. With our on-demand ERP Expert Help Desk Service, your organization can enhance efficiency, boost customer satisfaction, and allow your team to focus on key business goals.

Key Advantages

  • Round-the-Clock Support: Access functional and technical support 24/7, 365 days a year—even on weekends and holidays!
  • In-depth Expertise: As an Infor Partner, we offer extensive knowledge across all Infor CloudSuite/LN & Baan versions, ensuring you get the best possible support.
  • Comprehensive Technical Management: Expert assistance with extensions, personalizations, report development, and system administration to keep your environment optimized and tailored to your needs.
  • Multiple Communication Channels: Reach out via phone, text, email, online portals, Microsoft Teams, web meetings, or in-person visits.
  • Transparent Monitoring: Receive transparent monthly reports to keep track of service utilization.
  • Disaster Recovery Solutions: Benefit from comprehensive ERP disaster recovery solutions tailored to safeguard your operations.
  • Specialized ION Support: Get expert assistance with your ION data flows, workflows, and APIs for seamless integration and management.

Why Crossroads RMC - Partnering for Success

  • Cost Savings: Outsourcing your ERP Help Desk with Crossroads RMC can significantly reduce the overhead costs associated with supporting and maintaining your ERP system.
  • Access to Specialized Expertise: Our team consists of skilled consultants who are deeply familiar with your ERP systems. Their expertise ensures quick and effective resolutions to your issues, minimizing downtime and enhancing overall productivity.
  • Scalability: Adjust the level of support as your business needs change, without the hassle of hiring or training new staff. Whether your company is growing, scaling down, or experiencing seasonal fluctuations, Crossroads RMC provides the flexibility to match your evolving requirements.
  • Focus on Core Business: Free up your internal team to focus on strategic projects that drive growth and innovation. Outsourcing your ERP help desk allows your staff to concentrate on core business functions, leading to better use of time and resources.
  • Comprehensive Partnership: At Crossroads RMC, we are dedicated t
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Considerations for Release to Warehousing for a Cost Item

When there are two Cost Items, one with Release to Warehousing applied and the other with Release to Warehousing not applied, upon approval of the Sales Order, the Cost Item that is released to Warehousing will go straight to Staged status, pending Shipment confirmation, while the Cost Item that is not released to Warehousing will be up for Sales Deliveries.

Apart from this main difference in functionality between having and not having this option to release to Warehousing checked, there are other impacts to consider. Below is some information gathered from various KBs related to the impact of having release to Warehousing applied (or not). KBs used as reference are listed as “– REF: KB XYZ”. Editing the checkbox “Release to Warehousing” itself If there is a Sales Order (in status Free is enough) for a Cost Item, the check box is not editable. As soon as all the Sales Orders for which the Item is involved are Closed (or Canceled or Deleted) the check box becomes editable again. – REF: KB 1439313 & KB 1613780 Simultaneous/separate release to Warehousing with Physical Items In a scenario where a Cost Item (that is released to Warehousing) and a physical Item are released to Warehousing separately, then the shipment confirmation of each of these Items will occur separately. If they are released simultaneously, the shipment of the Cost Item will not be processed unless and until the physical Item is ready to be shipped. – REF: KB 1449001 Note: Ensure a Warehouse is added to Order Lines to ensure Release to Warehousing Activity is applicable. – REF: KB 2229767 Invoicing

To invoice them separately or together, factors to consider are:

  • Composing Criteria, a list of fields that need to match to have a single invoice created – REF: KB 717977
  • Invoicing Methods (tcmcs0555m000) in the General tab, select Combine, for example, Shipments, to combine different Shipments of the same Sales Order into one Invoice. This Invoicing Method is also defined in
  • Invoice-to role of a Business Partner (tccom4112s000) in the Invoicing tab. – REF: KB 812637
  • For a Return Order where a Cost Item and a Physical Item were originally invoiced together, to invoice them together again, consider using Original Document type = Invoice and link the original Invoice to the Return Order. – REF: KB 2072847 

Note: Consider solution in KB 2108605 if Composing Criteria is met, yet still Credit Notes are not combined for a Return Sales Order copied from original Sales Order for one Physical Item and one Cost Item without release to Warehousing. 

ASN ASN cannot be generated for Purchase Order Lines with Cost Item if not released to Warehousing. – REF: KB 1548301 & KB 2111341 Intercompany Trade Intercompany Trade can be applied for a Cost Item that is released to Warehousing, as Intercompany Trade needs a Warehouse and a Department. – REF: KB 2112430 Customs Value Cost Items that are released to Warehousing that are handled via normal Sales Order Lines are considered as delivered goods and will get the customs value assigned like other Items being subject to warehouse handling. Cost Items handled on Shipment Lines as "Additional Cost" are not considered as delivered goods but as pure costs. The customs value of these shipment lines gets defaulted with a zero amount and cannot be modified. The same applies to additional costs on sales order lines. – REF: KB 1600847 Freight  Cost Items cannot be used for Freight handling. – REF: KB 1830170 Additional Cost

  • For automatically generated Additional Costs in Sales Orders, Cost Items that are released to Warehousing are not released to Warehousing. This is because automatic Additional Costs are always generated with 0 quantity, therefore only the amount is filled for these Lines, which leads to the Delivery Type being set to Sales and not Warehouse. As a result, delivery must take place in Sales module. – REF: KB 1995781
  • For Additional Cost Lines added to Shipment for Cost Items, refer to KB 2236856.

Intrastat Record When using Cost Items without release to Warehousing, there is no shipping data within Invoicing. Therefore, the corresponding Intrastat record cannot be found during the printing of the Invoice. To get the Invoice data filled on the Intrastat record, Cost Items with release to warehousing should be used. Otherwise, session Update Intrastat Transactions with Invoicing Data (tccom7271m100) should be ran to update the Invoicing data in Intrastat. – REF: KB 2005482

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