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

George Moroses 0 7716 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 7431 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 2375 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 2704 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 7450 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

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Impact of Configuration Changes on Audit Trails

Kathy Barthelt 0 18882 Article rating: 5.0

Impact of Configuration Changes on Audit Trails

The impact of changes in the audit settings varies depending on the specific circumstances. The issues typically arise when changes made to audit settings are implemented at runtime without requiring all users to exit the system (LN). As a result, some users may continue to generate audit trails using the old configuration, while those who log in after the changes take effect will create audit trails based on the new configuration.

Changes in User Profiles

Below is a summary table that illustrates the effects of these changes for a specific table within a company:

245678910Last

Tips:  LX | BPCS | M3

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
Last

Tips: LN | Baan

Infor LN & Baan Tip of the Week: Year End
Kathy Barthelt

Infor LN & Baan Tip of the Week: Year End

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

  • Remove discontinued items.
  • Remove sold purchase receipts.
  • Remove lot attributes for sold lots.
  • Update standard cost based on current cost field. (for environments without Manufacturing only)
     

Prepare for Year-End Close

  • Conduct full physical inventory and update quantities before actual year-end or establish a strong cycle-counting program.
  • Check for any applicable sales and purchase invoices/returns and post.
  • Prepare users for a year-end push to complete all year to date inventory adjustments, receipts, and invoicing.
  • Determine how to handle new year transactions without posting.
  • (Manufacturing)  Determine what new standard costs should be entered for the upcoming year.
  • (Manufacturing)  Discuss cutoff dates for removing Archived BOMS and Closed/Canceled Mfg Orders.

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Kathy Barthelt

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