Whether you have been on SX.e or CSD for years or are new to the software, how effectively your company uses it is a crucial measure of return on investment. Most implementation projects take the MVP approach – minimum viable product. That translates loosely to ‘Just get the basics done, and we’ll do a deeper dive in Phase 2.’ This is quite effective for managing scope and going live on time. However, considerable value lies in what gets postponed to Phase 2 – maximizing ERP knowledge and system utilization.

Often, priorities change, and that next step never happens.

As consultants, we are frequently asked to conduct Business Optimization Reviews (BORs). These reviews can focus on specific key areas or encompass the entire organization. Our process involves identifying pain points, offering recommendations, providing training, and conducting workshops to enhance functionality that users may not fully utilize. The following is one simple example.

Pain Point:  Customers require an invoice for service charges, NSFs, and other miscellaneous fees issued by AR. The credit team can print invoices for Order Entry (OE) sales orders (OERD) and OE consolidated invoices (OERC) but not for miscellaneous AR invoices.

Recommendation: You can print an AR invoice using AREI AR Entry Invoice Print.

AREI is standard in SX.e and CSD, but most users do not know about it or do not have security to access it. It is a plain text form. You can add printable notes to the AR transaction to provide more details for customers who require them.

Below are the ranges and options for generating the form.

AREI Ranges:

AREI Options:

AREI Invoice Form:

Some credit teams may be aware of this functionality but choose not to use it because of the format. This form prints a generic text document. Unlike other forms in the system, it does not use IDM; it does not include the company logo and other format options AR teams may want to have. There is an ERS to include this, ERS #106873. There is an ERS to include this, ERS #106873.

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NSA is here to help our distribution clients thrive with recommendations for how to best utilize your Infor ERP software. Contact us should you need more information on this topic or anything related to Infor’s SX.e or CloudSuite Distribution (CSD).