Kathy Barthelt / Tuesday, December 15, 2020 / Categories: Infor ERP Tips, Infor LN & Baan Tips Infor LN & Baan Tip of the Week: Year End 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. Previous Article Infor LX & BPCS Tip of the Week: Year-End for Finance Next Article Infor LN & Baan Tip of the Week: Year End for Finance Print 63852 Rate this article: 5.0 Kathy BartheltKathy Barthelt Other posts by Kathy Barthelt Contact author Facebook page Twitter Linked In YouTube Website
10Jun2025 Infor LX / BPCS Tips & Tricks for OPERATIONS: Auto Calculate Vendor Delivery Date Tuesday, June 10, 2025 Read more 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. Read more
10Jun2025 Infor LX/BPCS Tips & Tricks for TECHNOLOGY: User Provisioning Tuesday, June 10, 2025 Read more 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 Read more
17Jul2025 Infor LN & Baan Tips & Tricks for FINANCE:Â Moving calendar periods Thursday, July 17, 2025 Read more 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. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance. Open the finance enterprise group. Click the Calendar tab. Open the calendar for which you want to move periods. Click the Hierarchy tab. Select the periods to move. Select Actions > Move. Select the new parent period under which you want to move the periods. Click OK. Read more