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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 LX & BPCS Tip: Return Material Authorization (RMAs)

The Return Material Authorization process, RMA, controls and monitors the return of goods. Infor LX generates an RMA which mirrors the terms and conditions of the return. You can copy the RMA from a processed invoice or create it independently of an existing order. If you copy an invoice to create an RMA, Infor LX copies only regular lines, not special lines. You can manually add special lines as credits on the RMA. Enter RMAs in the same manner as a customer quote. Like a customer quote, an RMA has no immediate effect on inventory, accounts receivable, sales, or the general ledger. Infor LX then generates a Return Material Document which provides the customer with the authorization to proceed with the return. Internal procedures, return reason codes, and instructional notes on the RMA identify the disposition processing. You can perform credit processing and determine update effects by entering the RMA number and assigning the appropriate order type.

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George Moroses

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Tips:  LX | BPCS | M3

To utilize the Security Rules Optimization feature, a system administrator can assign security codes to 100 pre-defined user groups. User groups are created in the Group Security Maintenance (SYS603) program. All users assigned to this group possess the same level of security.   

A system administrator can assign security codes for up to 100 of the user groups. All user groups over 100 are still administered by all security reject/allow rules assigned to them but are not able to utilize the optimized process. 

Each of the security codes and access levels are assigned to user groups and are mapped to the account strings and stored in the Account Cross Reference (CEA106D1) file.   

Once security codes have been assigned, the system administrator must: 

  • Determine which level each group is allowed access.

  • Determine which segment values/account strings are assigned to which user groups.

  • Create security rules for specific segment values/account strings and assign these groups to the created rules.

  • Select the rules to be processed.  Processing can be done in either batch mode or interactively.

  • The Security Rules flag must be on in the CEA Control Parameters program before any rules are effective. 

This feature provides a parameter that allows the user to enter expiration dates on the Inventory Transaction Posting screen, INV500, and Purchase Order Receipts screen, PUR5505, when they have received a lot controlled item that is not QMS controlled. This new field allows an expiration date to be entered and not overridden. A system parameter was added to Advanced Process Industries Parameters, API820D. When the parameter is set to Yes, a new lot expiration date is available in the Inventory Transaction Posting, INV500D2, and Purchase Order Receipts, PUR550D2, screens.

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Tips: LN | Baan

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