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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: LN NAUG Face-to-Face Annual Meeting 2025

May 13-15, 2024 | Chicago Marriott - Naperville IL

Kathy Barthelt 0 10855 Article rating: 5.0

We are delighted to invite you to the 2025 Annual LN NAUG Face-to-Face Event —a special premier event for Infor LN and Baan users of North America. This is your chance to connect with fellow users, share experiences, and shape the future.

  • Learn from the Best: Engage with industry leaders and experts through keynote sessions and panel discussions.
  • Increase your Skills: Participate in collaborative breakout sessions to explore available solutions.
  • Network & Connect: Build relationships with other customers, potential collaborators, and industry pioneers.


Register today to claim Early Bird pricing through March 31, 2025.
https://www.lnnaug.org/events/2025-f2f-annual-meeting 

 

Crossroads RMC AI Business Models: Generative AI Using ChatGPT

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The Future is Here: Are You Ready to Embrace AI?

According to Deloitte's State of AI in the Enterprise Report:

  • 94% of business leaders believe AI is critical to their success strategy in the next 5 years.
  • 79% of organizations expect Generative AI to transform their operations within 3 years.
  • 56% are already leveraging Generative AI to boost efficiency and productivity.

AI isn’t just the future—it’s happening now. Where is your organization on its AI journey? Whether you're just starting or looking to expand, we’re here to help you take the next step, together.

We’re excited to introduce our latest professional service, Implementing Generative AI Using ChatGPT. This new service is designed to help organizations effectively leverage the power of generative AI in their operations

Key Benefits of Implementing Generative AI Using ChatGPT by Department

It’s Mid-January, and IT’S GO TIME!

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 8218 Article rating: 5.0

The calendar is fresh, the resolutions are set, and the opportunities are endless!

But before you dive headfirst into tackling your to-do list, take a moment.

Pause.

Now is the perfect time to reflect and plan your ERP strategy.

What’s an ERP Strategy?

An ERP strategy is a roadmap for the steps you should take before, during, and after implementing an ERP system. It’s designed to ensure your ERP delivers on its promise of functionality and success—the backbone of running your business effectively.

Think of it like planning a road trip:

  • Which cities will you visit?
  • Where will you stay?
  • What landmarks do you want to explore?

Without a plan, you’re winging it. While spontaneity might work for a vacation, it’s risky when it comes to your ERP system.

A poorly executed road trip might waste time or cause frustration, but a poorly executed ERP strategy? That can hinder your business growth, create inefficiencies, and lead to costly mistakes.

What if:

Infor LN & Baan Tips & Tricks for Finance: Problem Invoices

Kathy Barthelt 0 52885 Article rating: 5.0

You can use a problem code to indicate that a problem exists for a sales invoice. If the invoice-to business partner notifies you about a problem with the invoice and does not pay it, you can link a problem code to the invoice.

In the direct debits procedure, problem invoices are automatically discarded. For each problem code, you can set an option to prevent linked invoices from being selected on reminder letters.

Infor LN & Baan Tips & Tricks for Technology: Using audit files in the Exchange module

Kathy Barthelt 0 49843 Article rating: 5.0

The audit server logs all database actions that change the contents of a table in so-called audit files. The Exchange module can use these audit files, which are useful in a multisite environment because the databases on all sites must have identical data. These audit files can also be used in data conversions.

Only the updates in a specific period are exchanged, which leads to an improvement in performance. Specify this period in the Export Data (Non-Regular) (daxch0233m000) and Export Data (on a Regular Basis) (daxch0234m000) sessions. Changes such as insert, update, and delete are processed and written into the ASCII files. Actions such as drop, clear, and create tables are ignored.

Audit control data is added to the resulting ASCII file. This data consists of a batchline ID, transaction ID, sequence ID, and an indicator. The control data is added at the beginning of each line and is formatted like other data fields such as the enclosing and separator characters.

An update writes two lines to the ASCII file. One line contains the key fields and old values of the updated fields. The other line contains the new values of the key fields and updated fields, even if a key field does not change.

The batchline ID is used for recognition when processing the ASCII files. The transaction and sequence IDs are used to ensure that the transactions are replayed in the same order as on the exporting site. The indicator defines the type of action that is executed on the table. Use the letter I to insert; use the letter D to delete; use the letter U to update with old values; and use the letter N to update with new values.

Infor LN & Baan Tips & Tricks for Operations: Copying EBOMs - Which copying method should I use?

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To determine which copying method you must use, answer question 1 and follow the instructions.

Question 1: Is the source component a project item (that is, is a project defined in the first segment of the item code)?

  • If the answer is yes, proceed with question 3.
  • If the answer is no, proceed with question 2.


Question 2: Is the target component a project item?

  • If the answer is yes, select copy method NonProj Item to Proj Item.
  • If the answer is no, proceed with question 4.

Question 3: Is there a relationship with the same project?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, proceed with question 4.


Question 4: Is there a relationship with the target item?

  • If the answer is yes, proceed with question 5.
  • If the answer is no, select copy method No Copy Action.


Question 5: Does the item exist already?

  • If the answer is yes, select copy method EBOM to Production BOM Only.
  • If the answer is no, select copy method Copy E-Item to Item.
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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

  • Use Job Reference Date
    If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

  • Job Reference Date
    Specifies the date and time used for the rebuild process.
    Enabled only if "Use Job Reference Date" is selected.

  • Financial Company
    The financial company for which you want to rebuild a ledger account history.

  • Ledger Account
    The specific ledger account to rebuild.

  • Fiscal Year
    The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

  • Standard Items: Identified by a regular item code.

  • Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

  • Target Routing Code
    Enter the code of the standard routing to which the customized structure should be copied.

  • Copy Product Structure
    Choose whether to:

    • Copy the entire structure

    • Copy only the first level

    • Perform the copy interactively

  • Reference Date
    Only parts of the product structure valid on this date will be copied.

  • Copy E-Item Relationships
    If selected, related E-item records will be copied.

  • Copy All Components and Effectivity Statements
    If selected, unit effectivity is copied to the standard structure. You can specify the unit.
    Exceptions related to routings and operations (that meet date effectivity) are also copied.

  • Alternative Material
    If selected, alternative BOM components are included in the copy.

  • Use-Up Material
    If selected, use-up materials from BOM components are included.

  • New Item Codes for Existing Standard Components
    If selected, LN generates new item codes for existing standard components in the structure.

  • Approve Conversion Factors

    • Selected: LN copies and approves conversion factors for the target item.

    • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

  • Copy to Standard Item Configuration
    If selected, the customized or generic item product structure is copied to the specified standard item configuration.

Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.


TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

  • In the Authorization and Security Parameters session (tcsec0100m000):

    • Clear the Authorization and Security Enabled check box.

    • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

  • Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

  • For example, work center permissions may interfere with:

    • Creating new shifts

    • Booking machine hours

    • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

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