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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

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

Kathy Barthelt 0 12466 Article rating: 5.0

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. ...

Infor LN & Baan Tips & Tricks for FINANCE: Cash Flow Statements (tfgld 0123m100)

Kathy Barthelt 0 13506 Article rating: 5.0

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:

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Data Sharing Methods (Advantages and Disadvantages)

Kathy Barthelt 0 7058 Article rating: 5.0

Depending on the multicompany scenario you choose, an implementation team must decide whether or not tables must be logically linked or if data must be synchronized in another way to achieve availability of data across various companies. 

There are 3 ways in which data may be shared among companies. Here are some advantages and disadvantages of each:

  1. Logical Table Linking -

  2. Data Replication -

  3. Manual Syncronization -

Moving Beyond ERP Customizations: Smarter Solutions for a Future-Ready System

Kathy Barthelt 0 2020 Article rating: 5.0

Transitioning away from ERP customizations can feel like a major hurdle—but with the right strategy, it’s not just possible, it’s powerful. Let’s cut through the noise and look at the real issues... and the smart solutions that pave the way to a leaner, more future-ready ERP.

Common Challenges (and Why They’re Not Dealbreakers)

Reliance on Custom Processes
Custom workflows often become second nature—but are they still serving you? Modern ERPs evolve with industry best practices baked in, and chances are, today’s standard features do what your custom code used to… only better.

Budget & Time Constraints
Testing, retraining, consulting—it all adds up. But the long-term payoff? Reduced technical debt, faster upgrades, and major gains in efficiency and scalability.

User Resistance
Change is hard, especially when teams are comfortable with their tools. But clear communication and a strong change management plan can turn skeptics into champions of a smarter, streamlined system.


Reality Check: Has Your Business Outgrown Its Customizations?

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF Customer Order Inquiry enhancements

George Moroses 0 7697 Article rating: 5.0

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

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Search by Description in Segment Value List

George Moroses 0 7421 Article rating: 5.0

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.

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Tips:  LX | BPCS | M3

How can I use an alternate item on a shop order?

The best way is to have the approved alternate item appear on the Bill of Material just after the standard item with a zero required quantity. Now the alternate item will appear on the Shop Order. So, if the standard item is not available, the alternate item can be issued to the shop order.

When the shop order is closed out, one item will have an unfavorable variance while the other shows a favorable variance. This is an easy way to provide alternate items provided engineering approves and they are part of the Bill of Material.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip of the Week: Year End for Finance

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

  • Remove discontinued items.
  • Remove sold purchase receipts.
  • Remove lot attributes for sold lots.
  • Update standard cost based on current cost field. (for environments without Manufacturing only)
     

Prepare for Year-End Close

  • Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.
  • Check for any applicable sales and purchase invoices/returns and post.
  • Prepare users for a year-end push to complete all year to date inventory adjustments, receipts, and invoicing.
  • Determine how to handle new year transactions without posting.
  • (Manufacturing)  Determine what new standard costs should be entered for the upcoming year.
  • (Manufacturing)  Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders.

Finance Specific Items:

  • Set up the financial periods for 2021
  • Open period January in 2021
  • Finalize any outstanding transactions from the current year (2020)
  • Soft-close any open periods in 2020
  • Issue any old sales invoices
  • Fix any outstanding financial integration errors
  • Set up new integration mapping for 2021 as needed.
    • Test the mapping in a test environment prior to the new year
  • Review & update jobs as needed to ensure they will process in 2021
  • Determine for cash-flow purposes, what purchase invoices won’t be paid until 2021

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