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George Moroses

Infor LX/BPCS Tips & Tricks for EXECUTIVES

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

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For many manufacturers, ERP has been the backbone of the business for years. It manages orders, inventory, purchasing, production, and financials. But as customer expectations, technology, and business demands continue to evolve, many organizations are finding that the conversation is no longer just about ERP.

It's about what surrounds it.

Questions we're hearing more often include:

  • How do we better connect our systems?
  • How do we improve visibility across the business?
  • How do we support growth without adding complexity?
  • When does cloud migration make sense?

These aren't technology questions as much as they are business questions.

Modernization Isn't All or Nothing

One of the biggest misconceptions about cloud migration is that it requires replacing everything at once.

In reality, many manufacturers take a more practical approach. They begin by identifying areas where modernization can deliver immediate value.

That might include:

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