Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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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 FINANCE: Interest Invoices

Kathy Barthelt 0 33190 Article rating: 5.0

You can generate interest invoices for paid invoices, partially paid invoices, and unpaid invoices. In addition, after you generate and send an interest invoice, you can generate a subsequent interest invoice for the next period.

Setting up interest invoicing: You can set up interest invoicing in Accounts Receivable and the General Ledger.
To set up interest invoicing, use these sessions:

  • Invoice-to Business Partner (tccom4112s000)

For invoice-to business partners...

Infor LX/BPCS Tips & Tricks for FINANCE: Creating Configurable Macros (CEA)

George Moroses 0 26660 Article rating: 5.0

You can create new macros in the Infor LX Configurable Enterprise Financials CEA107. 

On the Macro Definition window, you define the source file and the field in which you perform an arithmetic or special operation. For example, you can create a macro to accrue sales commission based on revenue. Your source file and field are the Invoice Line History (SIL) file and the G/L revenue (ILREV) field. 

Select Functions to access the Macro Functions window, on which you define the arithmetic, character, or special operation to process against the defined source field. In the previous example of accrued sales commission, you enter an arithmetic operation of multiply (*) and an operand value for the percentage, such as 0.05 for five percent. 

Note:  Previously created user defined macros will have to be updated to include any expanded field sizes in V84. 

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Setting Up User Groups (CEA)

George Moroses 0 21382 Article rating: 5.0

To utilize the Security Rules Optimization feature, a system administrator can assign security codes to 100 pre-defined user groups. User groups are created in the Group Security Maintenance (SYS603) program. All users assigned to this group possess the same level of security.   

A system administrator can assign security codes for up to 100 of the user groups. All user groups over 100 are still administered by all security reject/allow rules assigned to them but are not able to utilize the optimized process. 

Each of the security codes and access levels are assigned to user groups and are mapped to the account strings and stored in the Account Cross Reference (CEA106D1) file.   

Once security codes have been assigned, the system administrator must: 

  • Determine which level each group is allowed access.

  • Determine which segment values/account strings are assigned to which user groups.

  • Create security rules for specific segment values/account strings and assign these groups to the created rules.

  • Select the rules to be processed.  Processing can be done in either batch mode or interactively.

  • The Security Rules flag must be on in the CEA Control Parameters program before any rules are effective. 

Infor LX/BPCS Tips & Tricks for OPERATIONS: Lot Expiration Date

George Moroses 0 17123 Article rating: 5.0

This feature provides a parameter that allows the user to enter expiration dates on the Inventory Transaction Posting screen, INV500, and Purchase Order Receipts screen, PUR5505, when they have received a lot controlled item that is not QMS controlled. This new field allows an expiration date to be entered and not overridden. A system parameter was added to Advanced Process Industries Parameters, API820D. When the parameter is set to Yes, a new lot expiration date is available in the Inventory Transaction Posting, INV500D2, and Purchase Order Receipts, PUR550D2, screens.

Infor News You Can Use: LN NAUG Face-to-Face Annual Meeting 2025

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

Kathy Barthelt 0 12248 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 

 

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Tips:  LX | BPCS | M3

Tips: LN | Baan

It’s NOT All About the Money, Money, Money… Motivating Employees in the New Year!

Have you ever thought about what really motivates your employees?

It’s not about the almighty dollar, you know. Ok, ok…..money doesn’t hurt, but money alone doesn’t keep most people in their jobs. You actually need to motivate your employees to keep them showing up, mentally, and physically. Employees that don’t feel motivated are probably underperforming, and that means you’re losing money.

Ask yourself these questions about your employees:

  • Are they happy…..YES….HAPPY! Do they enjoy coming to work every day?
  • Do they feel challenged, or do they feel demeaned?
  • Are they sinking, or are they swimming?
  • Do they have the right tools in their arsenal to battle the giants?
  • Where’s the reward?

Happiness - I’ve worked with manufacturers for almost 20 years now, and I’ve seen employees who are fulfilled and very happy in their jobs, and employees who count the seconds until they leave each day. Happiness is a choice, but certainly, you as an employer can have a big impact on how happy your employees are. Happiness can be found when employees feel that what they do has a purpose. Do they understand that the part that they are making is used in the production of sophisticated medical equipment that saves lives? Or protects families from getting hurt in a car accident? Having the end customer in mind gives purpose to their work. Having a purpose can make people happy.  

Challenge – Are your employees given any incentive for process improvement? You are not blessed with the perfect mind. All brilliant ideas do not come from you. The lowest man/woman on the totem pole may have the next best idea for your business. Encourage them to bring those ideas forward. Do they have a path for growth that is clearly defined? If you’re never looking for more from your employees, they probably won’t give it to you.

Sink or Swim - When an employee makes a mistake, do you reprimand or punish them? Instead, how about teaching them? Explain to them how things could be done differently next time and provide some guidance and reassurance that they can and will do better.  A pat on the back when they do it right the second time doesn’t hurt either.

Tools – Have you thought about what you need to provide for your employees to make them successful? Do they need training? Or maybe retraining? Would they benefit from being paired with a mentor? How about their physical tools? Is the machinery and software up to snuff? Are they being held back by outdated software and manual processes?

Reward – So, yes, you need to pay your employees fairly, but there are more rewards to be had. Increased responsibility is a great one (make sure you give them the title that goes with it). Designate an employee of the month and announce their great work to everyone in the company. Give employees an opportunity to attend a conference or a workshop which will benefit them and the company. Send a hard-working employee a handwritten note letting them know that you noticed their efforts.  Reward the little things and boost morale.

Sorry, I know this is a lot, but employee motivation is YOUR problem, or shall I say… your opportunity to make them happy and more productive. 

Here are 5 ways you can motivate your employees to give their best every day:

1. Train Your Employees

2. Give Your Employees the Right Tools

3. Automate Processes

4. Give Your Employees Real-Time Feedback

5. Provide Incentives to Do More

For more ideas, read this article from the Harvard Business Review https://hbr.org/2016/01/to-motivate-employees-do-3-things-well.
 

Can you do it? Of course, you can! You don’t have to do it all by yourself, however. Companies like Crossroads RMC can assist. We provide training services that can be completely tailored to your business. We also provide software solutions to help automate many of your manual processes, and dashboard solutions to provide real-time feedback on performance.

If you choose to do this, the benefits to your company will be amazing. You will have a happy, loyal, and prepared workforce, ready to come to work each day to make the company wildly successful. Something to think about as we start a new year.

I’m looking forward to working with you to make the new year great!
 

About the author:
 



Kathy Barthelt is the vice president of  Crossroads RMC, which helps optimize manufacturing systems. She cares deeply about bringing the human side into manufacturing. One can often find her writing and speaking about stress and shop floor workers, job skill, or employee motivation and production improvement. You can find even more insights from her past blog posts.

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