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Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Week: Role-Based Security

Role-Based Security introduces role type profiles and allows combining the use of role profiles with the traditional LX user type security profile functionality. The new role type profile can be defined to allow or deny access to All Products, Attention Key, Programs, and Transaction Effects.

Facility, Warehouse, and Company securities are still defined solely by the user profile settings and are not affected by the assignment of a role. Where applicable, the role authority is displayed alongside the user authority on the security profile maintenance screens making it easy to see where there are differences in authority between the user and the assigned roles.

When users are assigned to roles, security access in LX becomes a combination of authorities granted or denied by the role plus any user exceptions. User exceptions override authorities set by the roles. A user can also be assigned to more than one role.

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Anthony Etzel

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Tips:  LX | BPCS | M3

You can change your master schedule by specifying the type of master schedule update to perform. You can run a Net Change or Regenerative Schedule.

You also have the ability to clear the lower level requirements out of the Planned and Firm-Planned Order file.

This is a simple way to go from the customer order to making the order and shipping the order. It involves a few simple steps:

  1. Receive and enter the customer order
  2. Automatic credit review
  3. Automatic release of the shop order tied to the customer order
  4. Issue material, report labor to the production order receipt
  5. Pick the order, ship the order, invoice the customer

With lean, you can skip processing the demand through MRP. You can go directly from the customer order to the shop order creation.

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Tips: LN | Baan

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