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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Moving Beyond ERP Customizations: Smarter Solutions for a Future-Ready System

Kathy Barthelt 0 6544 Article rating: 5.0

Transitioning away from ERP customizations can feel like a major hurdle—but with the right strategy, it’s not just possible, it’s powerful. Let’s cut through the noise and look at the real issues... and the smart solutions that pave the way to a leaner, more future-ready ERP.

Common Challenges (and Why They’re Not Dealbreakers)

Reliance on Custom Processes
Custom workflows often become second nature—but are they still serving you? Modern ERPs evolve with industry best practices baked in, and chances are, today’s standard features do what your custom code used to… only better.

Budget & Time Constraints
Testing, retraining, consulting—it all adds up. But the long-term payoff? Reduced technical debt, faster upgrades, and major gains in efficiency and scalability.

User Resistance
Change is hard, especially when teams are comfortable with their tools. But clear communication and a strong change management plan can turn skeptics into champions of a smarter, streamlined system.


Reality Check: Has Your Business Outgrown Its Customizations?

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF Customer Order Inquiry enhancements

George Moroses 0 16441 Article rating: 5.0

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

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Search by Description in Segment Value List

George Moroses 0 16430 Article rating: 5.0

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.

Infor LX/BPCS Tips & Tricks for FINANCE: Increase A/P Retention Days

George Moroses 0 7383 Article rating: 5.0

This enhancement allows reconciled payables and payments to be retained in the system for over 200 years. It extends the retention period in A/P Application Control Maintenance (ACP180) to support up to five digits. This gives LX customers the ability to retain data online for significantly longer durations.

Embracing Industry 4.0: The Future of Smart Manufacturing is Here

WEBINAR - Join us: Thursday, April 17th, 2025 from 1:00 to 1:30 (US/Eastern)

Anthony Etzel 0 6812 Article rating: 5.0

We’re standing in the middle of the Fourth Industrial Revolution—Industry 4.0—a transformation that’s redefining how products are made, moved, and managed. But many companies are still operating with Industry 3.0 systems: digitized, yes, but not yet intelligent, connected, or adaptive.

So, what makes Industry 4.0 different? And more importantly—where does your company stand in this transformation?

Automation to Intelligence: The Shift from Industry 3.0 to 4.0
Industry 3.0 introduced computers, electronics, and early automation into manufacturing. It marked the beginning of digital systems and the rise of Manufacturing Execution Systems (MES) as a bridge between planning and the shop floor. Industry 4.0 takes it further: it brings interconnectivity, real-time data, and AI-powered intelligence into every corner of the industrial environment. It’s about smart factories, self-optimizing systems, and predictive capabilities that weren’t possible before.

8 Pillars of Industry 4.0:

1...

Dive Into IDF for ERP LX! - Part 2

Anthony Etzel 0 14172 Article rating: 5.0

Learn all this and more in our webinar -Thursday, March 20th at 1:00 PM Eastern / noon Central.

Presenter: Nick Olson, Crossroads RMC Solutions Consultant

In this session, we will explore customizing the User Interface:

  • Want to see only the objects you need?
    • Build a Card!  
  • Constantly recreating the same filter row criteria?
    • Build it into a Subset!  
  • Too many irrelevant or not enough pertinent columns of data?
    • Build a custom View!  
  • Need to draw attention to a particular piece of information?
    • Build a Presentation Scheme!  
  • Tired of scrolling back and forth to see key data?
    • Freeze columns!  
  • Need to add and view attachments?
    • Build an Attachment Viewer Card!

Register TODAY: https://ibmi.workoutloud.com/Event/dive-into-idf-for-lx-part-2

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Tips:  LX | BPCS | M3

Tips: LN | Baan

George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX/BPCS Tips & Tricks for EXECUTIVES

Operations and Technology:

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line


Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Finance:  Enhancement Summary: Tax Code Table Window (WINZRTD)

Overview
A significant enhancement has been introduced to the Tax Code Table window (WINZRTD) to improve usability, accuracy, and customer support capabilities within the Finance module. This update includes new tax rate visibility features, streamlined prompts, and an improved integration across the Order Entry and Purchase Order modules.

Enhancements Introduced

1. Tax Code Table (WINZRTD)

  • Added ‘Total Tax Rate’ column to window to accumulate the tax rate based on effective date for each tax code defined in Tax Rate Table Maintenance (SYS150).
  • Added 10=Tax Rate Code listing
  • Subsets data by item tax codes when called from Order Line Detail (ORD700D3) and customer tax code is entered in Order Entry - Tax, Currency, Payment (ORD700D9-06).

2. Tax Rate Code Table (WINZRCD)

  • Updated to display effective tax rate based on today’s date.

3. Order Entry (ORD700D9-06)

  • Tax Rate Code literal changed to Tax Code
  • Updated Tax Code prompt to Tax Code Table (WINZRTD)

4. Purchase Order (PUR500-09 / PUR600-09)

  • Updated Item Tax Code prompt to Tax Code Table (WINZRTD)

Conclusion

The improved Tax Code Table (WINZRTD) functionality enhances tax visibility and accuracy across financial transactions, simplifies tax rate lookup, and empowers front-line users with better tools to support customer inquiries.

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