Please Wait a Moment
X

Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

George Moroses

Infor LX/BPCS Tips & Tricks for 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.

Previous Article Infor LX/BPCS Tips & Tricks for OPERATIONS: Default Split Salesperson to Customer Orders
Next Article Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Facility Security Ranges
Print
20959 Rate this article:
5.0

Contact

George Moroses

George MorosesGeorge Moroses

Other posts by George Moroses

Contact author

Please solve captcha
x

Tips:  LX | BPCS | M3

Tips: LN | Baan

Industry Insight: Why ERP Data Stays Siloed, and What to Do About It

Most manufacturers don't have a data problem. They have a connection problem.

Production data lives in one system. Sales and customer data lives in another. Finance runs somewhere else entirely. Each system does its job well on its own, but without a way to connect them, the organization never gets the full picture, and neither do the people trying to run the business.

Why This Happens
ERP systems are often the core of a manufacturer's operations, but they rarely operate alone. Over time, businesses add third-party software for CRM, e-commerce, warehouse management, EDI, and more. Each addition solves an immediate need, but without integration, it also creates another silo.

The result is familiar across manufacturing: teams end up manually re-entering data between systems, waiting on reports that should be immediate, and making decisions without visibility into what's happening elsewhere in the business.

Integration vs. Enhancement
There are two ways to close this gap, and they solve different problems:

  1. ERP Integration connects your ERP to the third-party software you use every day, creating a single source of data instead of several disconnected ones. Whether it's a one-way, two-way, or complex systems integration, the goal is the same: eliminate errors, reduce manual entry, and give everyone access to the same real-time information.
  2. ERP Enhancement goes a step further, creating new functionality or modifying existing functionality within the ERP itself, so the system matches how your business actually operates rather than forcing your business to adapt to the system's limitations. Done right, enhancements use parameter-co

Categories