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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 Tip of the Week: Journal Upload – EGLi

EGLi users who maintain journal entries in a Microsoft Excel spreadsheet can use this utility to upload journal entries to EGLi. The Journal Upload installation program adds an Add-Ins tab to Microsoft Excel. This tab includes options to connect to the server where EGLi is installed and to open a spreadsheet template to use for manual journal entry. When the spreadsheet is complete, the Add-Ins tab is used to upload the spreadsheet.

To install Journal Upload:

  1.  The Power-Link Installation page has links to the Client installation programs and a link to download and install the Journal Upload utility. To access this page, use this link with your own values for system and NetLinkport: http://system:NetLinkport/Installs/ClientInstall/Install.html  where system is the server where IDF is installed and NetLinkport is the Net-Link port, typically 36001
     
  2. On the Power-Link Installation page, click the link provided to download and install EGLi Journal Upload.
     
  3. Follow the screen prompts to complete the installation on your PC.
     
  4. To verify the installation, open an Excel spreadsheet. Confirm that the Add-Ins tab is on the spreadsheet. 


See the Infor Enterprise General Ledger for System i Journal Upload Installation and Infor LX Configuration Guide.

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Tips:  LX | BPCS | M3

Did you know that you can set up one-time vendors in LX? One Time Vendor (1,A): Specify Y to indicate that this vendor is a one-time vendor. Otherwise, could you specify N. The system removes a one-time vendor's information from the Vendor Master file after all transactions are reconciled. If this vendor already exists as a one-time vendor, you can specify N to change the vendor to a regular vendor.

Determining whether to use Master Production Schedule (MPS) planning or Material Requirements Planning (MRP) planning for items in Infor LX and BPCS involves understanding the nature of the items and their demand characteristics.

Master Scheduled Items typically encompass finished goods or service items. These items receive their requirements either from Independent demand, Dependent demand, or a combination of both...

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Tips: LN | Baan

In Baan IVC, plan items on the lowest plan level were automatically actual items (not product families). All plan items on higher plan levels were product families.

The relationship between a product family and items on lower plan levels was defined in a planning bill of material.

In Infor LN, every family item must be defined in the Item Base Data module. A family item can exist on any plan level. The relationship between a family item and items on lower plan levels is defined in aggregation relationships.

Aggregation relationships in Infor LN are much more flexible than the planning bills of material in Baan IV. For example, users can define aggregation relationships between items on the same plan level.

Baan uses the company calendar in the following modules to determine the start and end dates for planned orders:

  • Master Production Scheduling
  • Material Requirements Planning
  • Capacity Requirements Planning (All three combined in a single planning module for Baan V and LN)
  • Shop Floor Control

The calendar provides the valid working days, number of shifts per day and the number of hours in a day.

Baan allows for a single calendar for the whole company or for a calendar for each work center.

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