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Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items:

    • If needed, create the cost items.
    • Create a purchase order for the cost items without referencing a project number.
  4. Matching PO to Costs:

    • When matching the purchase orders in session tfacp2107m000, select "Add Costs" from the specific menu on the toolbar (you'll need to be in the matching details to access this).
    • This will open session tfacp1133s000, where you will enter the previously specified ledger account number.
    • Once done, the "PCS Transactions" option on the toolbar becomes available. Selecting this brings up session tipcs3140m000 (General Actual Project Costs).
       
  5. Disbursing Costs to Projects: In session tipcs3140m000, the PO costs for the cost items can be disbursed to any open and active project.

Since these are cost items, they won't go into stock. The key is ensuring that the cost disbursement ("Add Costs") is correctly linked to the appropriate project, giving users visibility of the cost items as general project costs.
 

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Kathy Barthelt

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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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