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

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: New Features in 8.4.2

George Moroses 0 20295 Article rating: 5.0

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

Infor LX/BPCS Tips & Tricks for OPERATIONS: New IDF Inquiries

George Moroses 0 20766 Article rating: 5.0

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

Infor LX / BPCS Tips & Tricks for FINANCE

George Moroses 0 9365 Article rating: 5.0

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 improved integration across the Order Entry and Purchase Order modules.

Enhancements Introduced

1. Tax Code Table (WINZRTD)

  • Added ‘Total Tax Rate’ column to...

Crossroads RMC is proud to announce an integration with Transcepta software and Infor LX!

Frank Petrasio 0 3657 Article rating: 5.0

Transcepta helps companies eliminate inefficiencies and gain control over their operations. We know that teams are under constant pressure to reduce costs, improve cash flow, and increase visibility, without adding more complexity. Transcepta's AI-driven AP automation platform eliminates manual processes, empowering businesses to increase profitability and make faster, more data-driven decisions.

NOW, this rich functionality is available to Infor LX users!...

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Tips:  LX | BPCS | M3

Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Week: 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, 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.

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Tips: LN | Baan

If your company already uses Avalara for tax compliance, you can integrate it directly with your Infor ERP system.

Crossroads RMC has developed integrations that connect Avalara’s automated tax calculation and compliance platform with Infor ERP environments, allowing tax calculations, reporting, and compliance processes to run seamlessly within your existing ERP workflows.

This integration helps eliminate manual tax processing, improve accuracy, and ensure tax compliance as your business grows.

If you’re already using Avalara and want to streamline tax automation within your ERP, Crossroads RMC can help you connect the two.

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