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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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Tax Exemption Certificates

In Baan IV, tax exemption processing is supported only on sales orders for non-tax provider users.

In Infor LN, tax exemption certificate processing is also performed for purchase orders, and for sales orders if users use a tax provider.

Users can define tax-exemption certificates in the following sessions:

  • Tax Exemptions for Sales (tcmcs1142m000)
  • Tax Exemptions for Purchasing (tcmcs1560m000)
  • Register Warehouse for Tax Exemptions (tcmcs1561m000)
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Kathy Barthelt

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Tips:  LX | BPCS | M3

Enhances purchase order efficiency by automatically calculating the Vendor Delivery Date based on user input.

  • When a purchase order line is created, the user enters the item, order quantity, and Due Date.

  • LX automatically calculates the Vendor Delivery Date, adding buffer time for quality control, testing, and inspection activities.

  • If the Due Date is revised, an informational message prompts the user to review and potentially update the Vendor Delivery Date.

Enhancements:

  • A new PUR820 system parameter enables automatic recalculation of the Vendor Delivery Date.

  • Instead of a manual reminder, PUR500 now issues a message: “Vendor Delivery Date recalculated,” showing the updated date.

Benefits:

  • Eliminates the need to manually review and update the Vendor Delivery Date.

  • Removes the need to delete and recreate PO lines to trigger automatic date calculation.

Enables integration between LX and Infor OS Federation Services (IFS) to automate user provisioning.

  • Bi-directional user synchronization between Infor OS and LX:

    • Infor OS user creation or changes automatically create or update users in LX.

    • IBM i user profiles can be created if needed.

    • Updates to SYS600 user data are reflected in Infor OS.

  • Security Role Integration:

    • LX Security Roles and Units are published as IFS Security Roles via SyncSecurityRoleMaster BODs.

    • LX receives inbound SyncSecurityUserMaster BODs from IFS to create or update user records in SYS600.

    • SYS600 Exit Points trigger ProcessSecurityUserMaster BODs to request user creation or updates in IFS on behalf of LX.

Available Versions: 8.3.5, 8.4.1, 8.4.2

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Tips: LN | Baan

You can move monthly periods to a different parent period. For example, if you have a monthly calendar, you can create quarter periods and move months to the quarters.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group.
  3. Click the Calendar tab.
  4. Open the calendar for which you want to move periods.
  5. Click the Hierarchy tab.
  6. Select the periods to move.
  7. Select Actions > Move.
  8. Select the new parent period under which you want to move the periods.
  9. Click OK.

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