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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

It’s Mid-January, and IT’S GO TIME!
Crossroads RMC
/ Categories: Services News

It’s Mid-January, and IT’S GO TIME!

Infor LX | BPCS | Infor LN | Baan

The calendar is fresh, the resolutions are set, and the opportunities are endless!

But before you dive headfirst into tackling your to-do list, take a moment.

Pause.

Now is the perfect time to reflect and plan your ERP strategy.

What’s an ERP Strategy?

An ERP strategy is a roadmap for the steps you should take before, during, and after implementing an ERP system. It’s designed to ensure your ERP delivers on its promise of functionality and success—the backbone of running your business effectively.

Think of it like planning a road trip:

  • Which cities will you visit?
  • Where will you stay?
  • What landmarks do you want to explore?

Without a plan, you’re winging it. While spontaneity might work for a vacation, it’s risky when it comes to your ERP system.

A poorly executed road trip might waste time or cause frustration, but a poorly executed ERP strategy? That can hinder your business growth, create inefficiencies, and lead to costly mistakes.

What if:

  • You never evaluated whether your ERP aligns with your company’s growth strategy?
  • Your employees didn’t fully understand how to use critical features, leading to incomplete or incorrect transactions?
  • You missed out on new ERP features or overlooked opportunities to streamline processes, saving time and money?

Whether your next steps include a major ERP upgrade, integrating new tools, or optimizing the system you have today, there’s always room for improvement.


How Crossroads RMC Can Help

At Crossroads RMC, we provide tailored ERP solutions to ensure your success. Our services include:

  • Implementing New Functionality: Unlock the full potential of your current ERP version.
  • ERP Upgrades: Stay current by upgrading to the latest version.
  • Employee Training: Train new employees or retrain your team with best practices.
  • Process Automation: Reduce manual, time-consuming tasks.
  • System Integration: Connect all your tools into a cohesive system that communicates seamlessly.
  • ERP Add-On Solutions: Save significant time and money with innovative add-ons.

Our mission is to optimize your manufacturing operations by reducing costs, improving quality, and increasing efficiency.


Explore:

Let’s Make This Your Year

Contact Crossroads RMC today to develop an ERP strategy that positions your business for success in 2025 and beyond.

solutions@crossroadsrmc.com | 800.762.2077

IT’S GO TIME!

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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.

Last

Tips: LN | Baan

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. ...

Use this session to define or maintain cash flow statements and hierarchical structures of cash flow reasons for cash flow statement reports. 

On the Cash Flow Reasons by Statement tab, you can select cash flow reason groups and cash flow reasons to build a hierarchical structure of cash flow reasons for the cash flow statement report.

To link a child cash flow reason group to a parent cash flow reason group:

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