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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 8494 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 9902 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 13802 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 11989 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 9443 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 19222 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

This enhancement provides additional views, additional order and line details, improved navigation, and additional capabilities to the IDF Customer Order Inquiry cards and to customer order-related business objects such as Allocations, Customer Invoices, Inventory Transaction History, Promotions, Drop Shipments.

Enhanced Order views based on user roles such as customer service, warehouse/logistics, salesperson/commission, data analysis/management reporting

  • Improved sort, select and filter capabilities
  • Enhanced navigation, data organization and data display
  • Improved customer service access to all transactions throughout the entire customer order life cycle – from quote to order, related invoices, and any RMAs, return orders, related credit memos
  • Improved grouping of related fields
  • New cards to present additional order and order line details
  • Consolidation of cards and card details when appropriate
  • Enhanced Display and Maintain capabilities for drillback to related customer, ship-to, item, carrier, terms, and other master file details
  • Improved display of dates, times and applicable time zones when Region Code time zone support is implemented
  • Multi language Description, Name and Address fields displayed in user’s language, if defined, else in base language

This enhancement provides search capabilities on segment value description in Segment Value List window (WINGSVD).

Segment Value List (WINGSVD):

  • Converted to a standard subfile
  • New action code 10=Search

This makes it easier to locate segment values when defining segment values in Model Account Builder or Alias definition. In addition, WINGSVD has been redesigned as a subfile to enable WebTop grid capabilities.

Last

Tips: LN | Baan

George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX & BPCS Tip: System i Workspace AnyWhere information and Important Support Dates for IBM and Microsoft Products

System i Workspace AnyWhere is a web application framework that provides a common user interface for Infor’s IBM i products.

*** We strongly recommend that you subscribe to this KB to receive automatic notification when it is updated ***

Latest Updates
System i Workspace AnyWhere - Feature Pack 22 is now available - see the Update History section below (as of January 4, 2024)

  • Tomcat 9.0.80 Upgrade Installer Released - see the Update History section below (October 9, 2023)
  • Installer Hotfixes - affects both Silver Copy and Tomcat Upgrade Installers (August 17, 2023)
  • Removed Support for Microsoft Windows 8.1 (January 11, 2023)
  • System i Workspace AnyWhere - Silver Copy Build 220930 FP17 (Microsoft Windows 2016/2019/2022 Server - Tomcat 9) has been released (October 6, 2022)
  • System i Workspace AnyWhere - Silver Copy Build 220930 FP17 (IBM i OS/400 - WebSphere Application Server 9) has been released (October 6, 2022)
  • Added support for IBM OS/400 V7R5 (October 6, 2022)
  • Removed Support for Internet Explorer (January 11, 2022)
  • Removed Support for the System i Emulator and Update Manager (January 11, 2022)
  • Removed support for IBM OS/400 V7R2 (July 16, 2021)
  • Removed support for Mozilla Firefox web browser (March 30, 2021)
  • Added support for Microsoft Windows Server 2019 (May 18, 2020)
  • Added support for IBM OS/400 V7R4 (November 28, 2019)

Documentation

  • System i Workspace AnyWhere - Installation & Admin Guide (December 15, 2023)
  • System i Workspace AnyWhere - FAQ (December 4, 2023)
  • System i Workspace AnyWhere - Feature Pack Release Summary (December 4, 2023)
  • System i Workspace AnyWhere - Product Guide (August 30, 2023)
  • System i Workspace AnyWhere - InforOS Integration Guide for System21 (August 31, 2023)
  • System i Workspace AnyWhere - Quick Install Guide (September 13, 2022)
  • System i Workspace AnyWhere (IBM i) - Quick Install Guide (August 25, 2022)
  • System i Workspace AnyWhere - Release Summary (March 3, 2023)
  • System i Workspace AnyWhere - SSO MustGather & Troubleshooting (March 3, 2023)
  • System i Workspace AnyWhere - Load Balancing Guide (August 31, 2023)
  • System i Workspace AnyWhere - 5250 AnyWhere Emulator Designer Guide (December 4, 2023)
  • System i Workspace AnyWhere - 5250 AnyWhere Emulator Extensions Guide (June 6, 2023)
  • System i Workspace AnyWhere - Drillback Guide (August 31, 2023)

 

Release Notes

Withdrawal of support for legacy Operating Systems and Products from IBM and Microsoft

Support for the following Operating Systems with System i Workspace AnyWhere has now been withdrawn...

  • IBM OS/400 V7R2 (support ended by IBM on 04/30/2021)
  • Microsoft Windows 8.1 (extended support ended by Microsoft on 10/01/2023)

The System i Workspace AnyWhere documentation has been updated to reflect the removal of support for these Operating Systems.

Advance Notice of 3rd party vendor end-of-life (EOL) dates:

  • Microsoft's retirement date for Windows 10 is 10/14/2025
  • Microsoft's extended support for Windows Server 2016 will end on 12/01/2027
  • IBM's standard program support for IBM i 7.3 ended on 09/30/2023 (extended support available until 09/30/2026)  

Note: An official statement from Infor in relation to our support will be made nearer the EOL date of each product.

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