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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

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: User Provisioning

George Moroses 0 122 Article rating: 5.0

This enhancement: 

  • Provides an ability for LX to integrate with Infor Federation Services (IFS) to automate provisioning of users.
  • Activates LX exit points during maintenance of LX business roles and business units to publish the SyncSecurityRoleMaster BOD which can be received by IFS as LX-specific roles in addition to the three IFS predefined LX-specific roles: LX-SystemAdministrator (corresponding to LX security type S = LX Security Officer); LX-SystemManager (corresponding to LX security type M = LX Security Manager); and LX-User (corresponding to LX security type U = LX User).
  • Enables support for LX receiving an inbound SyncSecurityUserMaster BOD (sent from IFS) and creating or revising the associated LX user (or security manager or security officer). This enhancement also supports creating an IBMi user profile which can then be defined as an LX user (or security manager or security officer).
  • Activates LX exit points during maintenance of LX users (and security managers and security officers) to send the ProcessSecurityUserMaster BOD to IFS requesting creation or revision of a user on behalf of LX.
  • Automates sending revised LX user authorities to corresponding System i Manager (SiM) tasks which can then be uploaded to System i Workspace (SiW).

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF RMA Inquiry

George Moroses 0 109 Article rating: 5.0

This enhancement provides a robust RMA Inquiry capability. The base RMA Inquiry application delivers role-based functionality to support customer service, sales, pricing and business analysis functions.

The IDF RMA Inquiry presentation enhances a number of customer service and data analysis functions.

  • RMA List provides filters that allow sorting and sequencing by any displayed data field, such as RMA number, customer number, Total RMA amount, request date, good thru date, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA Line List provides filters that allow sorting and sequencing by any displayed data field, such as item number, request date, extended amount, net price, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA detail cards provide additional details about the RMA, as well as about any orders that will result from the RMA.


IDF RMA Inquiry provides significant enhancement to several business roles:

Customer service personnel, customer service managers responsible for handling customer complaints and negotiating return conditions with the customer Warehouse personnel, warehouse manager at the return warehouse. Billing personnel, billing managers responsible for processing credits to the customer and handling questions related to the RMA, return and eventual credit.

Managers responsible for analysis of returns related to reasons for returns, resulting replacement orders, recommendations for improving pricing or internal processes to reduce returns.

Infor LX/BPCS Tips & Tricks for FINANCE: Archive Net Price for Deleted Lines

George Moroses 0 101 Article rating: 5.0

Infor LX now stores the Net Price for a deleted line, so that the information is available for later analysis.

If an order line is canceled, LX stores the current Net Price in a new Net Price Archive field. The Net Price Archive field is updated whether the line is deleted through Line Entry (ORD700D2) or Fast Line Entry (ORD700DA), or the entire transaction is deleted through Order, Quote or RMA Directory (ORD700D1).

The Net Price Archive field can be useful when analyzing the reasons for canceled order lines. Users can define Cancellation Reason Codes related to pricing. Review of the archived Net Price, along with other values from canceled order lines such as Order Quantity and Selling Unit of Measure, Cancellation Reason Code, Request Date, Price Book Date, Item Number and Customer Number, can lead to adjustments to pricing structures, promotion qualifiers or other actions that can avoid loss of revenue on future orders, or follow-up actions to recover the canceled line.

Infor LX/BPCS Tips & Tricks for FINANCE: Tax Code Table Window (WINZRTD)

George Moroses 0 376 Article rating: 5.0

Added total tax rate to accumulate the tax rate based on effective date for each tax code and added an action to display the Tax Rate Code Table window (WINZRCD). Tax Code Table subsets list of item tax codes when customer tax code is entered in Order Entry.

This enhancement provided the following new features:

Tax Code Table (WINZRTD)
Tax Rate Code Table (WINZRCD)
Order Entry (ORD700D9-06)
Purchase Order (PUR500-09 / PUR600-09)
Enhance Tax Code Table Window (WINZRTD)

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Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Optimize PUR500 for WebTop Grid Performance

George Moroses 0 258 Article rating: 5.0

Improve subfile record loading to optimize for WebTop Grid performance.
Improve subfile loading in PUR500-07 to take advantage of WebTop Grid capabilities.

This enhancement allows the WebTop Grids allow users to personalize list-type screens such as PUR500-07 to display as many records as their presentation allows.  With WebTop Grids, the PUR500 user is no longer limited by the number of records that can be displayed in a traditional green screen subfile screen.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Add Item Description to Inbound Delivery Lines Selection

George Moroses 0 344 Article rating: 5.0

Inbound Delivery Line Detail panels have been enhanced. Item Description is added to the Inbound Delivery Lines Selection screen, and the number of lines displayed on the screen has been increased.

The Item Description is displayed in the user’s language, if available, else in base language. In addition, the Item Description shown on the Inbound Delivery Lines PO Detail panel has been enabled for multi-language support, and is also displayed in the user’s language, if available.

This enhancement provides additional detail about the items appearing on an inbound delivery.

Users can now see additional detail about the items on an inbound delivery. The item description is displayed in the user’s language, if defined. The redesign of the Inbound Delivery Lines Selection panel also allows more delivery lines to be displayed to the user.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Use this session to to define which fields must be audited, and when they must be audited.

Note: 

  • It is not required to define the fields that must be audited. Only if not all fields in a table must be audited, you must specify the fields that must be audited. You can only specify fields for a table for which you selected Specified in the Field Selection field of the Audit Tables by Profile (ttaud3120m000) session. If you selected All in that field, all fields in the table are audited, and no fields can be specified.

  • For a detailed explanation of the relation between audit type and field specification, refer to the section How to determine the net result of the audit configuration in the Audit Configuration Management topic.

  • The audit functionality uses the positive approach, which means that you can only specify which tables and fields must be audited, but not which tables and fields must not be audited. Therefore, through the appropriate menu, commands are available to load all (key) fields. You can then delete the fields you do not require.

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