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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

George Moroses

Infor LX/BPCS Tips & Tricks for EXECUTIVES:

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track All Order Holds Added & Released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Use this session to define simulated purchase prices for purchased items per site.

Field Information:

  • Cost Calculation Code - price calculation code
  • Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
     
  • ​Site - The site for which the purchase price is simulated.
  • Purchase Currency - The currency of the simulated purchase price.
  • Simulated Price - Purchase price

The simulated purchase price and currency are recorded twice.

  • Simulated Price Multi Currency - The purchase price in multiple currencies.

The simulated purchase price and currency are recorded twice. The amount in this field is related to the price of the supplier.

  • Unit - Purchase price unit
  • Cost Component - The cost component that must be of the type Material Costs.

Note: The cost component specified in this field does not become part of the standard cost detail structure if it is part of the cost component scheme of the selected item. If calculations are performed with a calculation code not used for actualization (simulations only), the simulated purchase price is mapped to the cost component defined in the records for this session.

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