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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 LN & Baan Tips & Tricks for OPERATIONS: Revisions and approval

Kathy Barthelt 0 16472 Article rating: 5.0

Note that the Bill of Material and Routing are revision controlled. When a structure is generated for the first time, a first revision is made with status New.

If the Approve Structures Automatically check box is selected in the Job Shop Master Data Parameter (tirou0500m000) session, the revision is created with status Approved.

If the structure is regenerated, the current revision status determines the result:

  • If the status is New, this revision is overwritten
  • If the status is Approved, a new revision is created

Infor LN & Baan Tips & Tricks for TECHNOLOGY: LN Report Archive

Kathy Barthelt 0 17086 Article rating: 5.0

LN Report Archive Solution Overview

The LN Report Archive solution allows you to archive printed reports for long-term access and reprinting, even years after their original print date.

This is especially valuable for external documents such as invoices, purchase orders, and other reports sent to customers or suppliers. In some countries, the ability to reprint these documents for up to 10 years is a legal requirement.

Key Features:

  • Report Archiving:...

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

George Moroses 0 24487 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 25107 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 12812 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 6048 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

Tips: LN | Baan

Infor ERP Tips & Tricks: Gain Insight into Inventory Variances with Cycle Counting Analytics

Applies to: Infor LN Baan environments

Why this matters

Inventory discrepancies are often identified, but not fully understood. Without clear visibility into where and why variances occur, teams are left reacting instead of improving processes.

What this solves

The Cycle Counting Variances session (whinh8352m000) provides a visual way to analyze inventory discrepancies, helping teams identify patterns and root causes across warehouses and counting activities.


How it works

This session displays interactive bar charts that show:

  • Cycle counting variances by warehouse (default view)
  • Cycle counting variances by reason (drill-down view)

Users can:

  • Hover over bars to view variance details
  • Click into a warehouse to analyze variance reasons
  • Zoom and filter chart views for deeper analysis

Chart settings can be adjusted using the Cycle Counting Variances – Chart Settings session (whinh0901m500).

Variance values are calculated based on the valuation method defined in Inventory Revaluation Transactions (whina1522m000).

Key benefits

  • Visual insight into where variances are occurring
  • Root cause analysis by warehouse and reason
  • Improved inventory control through better understanding of discrepancies
  • Faster decision-making with interactive data views

Practical insight

Identifying a variance is only the first step. Understanding patterns—such as recurring issues by warehouse or reason—is what enables teams to reduce discrepancies over time.

When combined with NextTrack Insights dashboards, this data can be extended to:

  • Track variance trends over time
  • Highlight recurring problem areas
  • Provide real-time visibility beyond standard sessions

Getting started

The Cycle Counting Variances session can be accessed from the menu or your Role-Based Home Page. Crossroads RMC can help you extend this visibility with dashboards that bring together inventory, variance, and operational data into a single, actionable view.

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Kathy Barthelt

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