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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 News You Can Use: Infor Velocity Summit

October 1-2, 2024 (Las Vegas) & October 22-23, 2024 (Amsterdam)

Kathy Barthelt 0 8786 Article rating: 5.0

Antiquated technology has no place in today’s fast-moving world

To succeed, you need to move with velocity—this means not just moving fast, but with purpose and precision. Velocity-powered businesses measure success by the value created at every turn, not just by speed.

At the Infor Velocity Summit, we’ll unveil our latest innovations across generative AI, process intelligence, ESG, and more, distilled from our work with 60,000 customers and built for your industry, from the ground up.

Discover how possible happens>  https://www.infor.com/events/infor-velocity-summit

The Far-Reaching Impact of Disconnected Data: From Operations to the Executive Suite

Kathy Barthelt 0 10067 Article rating: 5.0

The Impact of Disconnected Data Across Your Organization

Operations Impact:

  • The warehouse manager’s spreadsheet tracking inventory levels and supplier shipments is disconnected from your ERP.
  • Dealer Portal Email orders need to be manually entered into the system.

Finance Impact:

  • Budgeting data is maintained in isolated spreadsheets, unlinked to quotes or sales figures in your ERP.
  • Open purchase orders and invoices need manual matching and approval, creating inefficiencies.

Technology Impact:

  • A large number of reports must be generated outside the ERP for teams to stay "up to date."
  • Valuable time is spent exporting ERP data for analysis in external data cubes.

Executive Impact:

  • Compiling an accurate picture of inventory and financial health is a struggle when data comes from multiple sources.
  • Lack of visibility to inventory shortages results in losing customers due to stockouts or delays.

Disconnected data refers to information stored separately from your main business system, such as your ERP. While this data holds value, the lack of integration creates challenges across your entire organization—often more than expected...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Role-Based Security

George Moroses 0 14080 Article rating: 5.0

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

Infor LX/BPCS Tips & Tricks for EXECUTIVES

George Moroses 0 12274 Article rating: 5.0

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Shelf Life Days and Retest Days

George Moroses 0 9727 Article rating: 5.0

This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

Infor LN & Baan Tips & Tricks for EXECUTIVES:

Kathy Barthelt 0 19410 Article rating: 5.0

OPERATIONS: Order Quantity Dependent Routings vs Default Routings
Order quantity-dependent routings
An automatically selected routing tailored to a specific production order quantity is useful. An example would be if the production order quantity is large, a routing with high production rates is used; If the order quantity is small, another routing is selected.

You can set up these quantity-dependent routings:...


FINANCE: Integration Transactions - Compression
Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value...


TECHNOLOGY: Infor LN Rest API
Frequently Asked Questions (KB2316174)

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Tips:  LX | BPCS | M3

Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Week: Shop Order Status

You can see the status of the Shop Order when using SFC300 Shop Order Inquiry. You want to be sure that your shop orders are at the correct status in order to report against them.

The following are the shop order status codes:

04 = The Shop order has been entered.

05 = The Shop order has been released and printed.

14 = The Shop order has been released, but not printed. If a shop order is at this status, you have released it and it is not printed due to a system failure, or the order has been put on hold.

XX = The Shop order is closed.

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Tips: LN | Baan

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. ...

Use this session to define or maintain cash flow statements and hierarchical structures of cash flow reasons for cash flow statement reports. 

On the Cash Flow Reasons by Statement tab, you can select cash flow reason groups and cash flow reasons to build a hierarchical structure of cash flow reasons for the cash flow statement report.

To link a child cash flow reason group to a parent cash flow reason group:

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