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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 TECHNOLOGY & FINANCE: Archiving Finalized Transactions

Kathy Barthelt 0 426 Article rating: 5.0

TECHNOLOGY & FINANCE: Archiving Finalized Transactions

To support correct archiving in a multicompany structure, the following rules apply:

  • Each company must have its own archive company. Companies cannot share an archive company.
  • The structure of archive companies must be an exact copy of the live environment.
  • A company must keep the same archive company until the end of its lifetime. Once data has been archived, you cannot change the archive company.

If extra archiving capacity is required, it is recommended that you set up...

Infor LX/BPCS Tips & Tricks for FINANCE: Tax Code Table Window (WINZRTD)

George Moroses 0 374 Article rating: 5.0

Added total tax rate to accumulate the tax rate based on effective date for each tax code and added an action to display the Tax Rate Code Table window (WINZRCD). Tax Code Table subsets list of item tax codes when customer tax code is entered in Order Entry.

This enhancement provided the following new features:

Tax Code Table (WINZRTD)
Tax Rate Code Table (WINZRCD)
Order Entry (ORD700D9-06)
Purchase Order (PUR500-09 / PUR600-09)
Enhance Tax Code Table Window (WINZRTD)

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Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Optimize PUR500 for WebTop Grid Performance

George Moroses 0 256 Article rating: 5.0

Improve subfile record loading to optimize for WebTop Grid performance.
Improve subfile loading in PUR500-07 to take advantage of WebTop Grid capabilities.

This enhancement allows the WebTop Grids allow users to personalize list-type screens such as PUR500-07 to display as many records as their presentation allows.  With WebTop Grids, the PUR500 user is no longer limited by the number of records that can be displayed in a traditional green screen subfile screen.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Add Item Description to Inbound Delivery Lines Selection

George Moroses 0 343 Article rating: 5.0

Inbound Delivery Line Detail panels have been enhanced. Item Description is added to the Inbound Delivery Lines Selection screen, and the number of lines displayed on the screen has been increased.

The Item Description is displayed in the user’s language, if available, else in base language. In addition, the Item Description shown on the Inbound Delivery Lines PO Detail panel has been enabled for multi-language support, and is also displayed in the user’s language, if available.

This enhancement provides additional detail about the items appearing on an inbound delivery.

Users can now see additional detail about the items on an inbound delivery. The item description is displayed in the user’s language, if defined. The redesign of the Inbound Delivery Lines Selection panel also allows more delivery lines to be displayed to the user.

Strengthen & Streamline Your ERP LX System with INFOR LX Bolt Ons

George Moroses 0 151 Article rating: 5.0

Crossroads RMC recently participated in the INFOR LX Bolt-Ons showcase hosted by WorkOutLoud, where we presented eight powerful bolt-on solutions designed to extend and enhance the capabilities of Infor ERP LX.

Watch the recording to see how each bolt-on integrates seamlessly with your ERP system, delivering improved efficiency, stronger automation, enhanced reporting, and greater overall value across your operations.

Watch Recording> https://youtu.be/uHcR2IdYC2w?si=vrpgcuOZ3Tj0Nby7

Unlocking Potential: Why Connecting Outside Systems to Your Baan or Infor LN System is Crucial for Business Success

Kathy Barthelt 0 1203 Article rating: 5.0

In an era of rapid digital transformation, having a robust enterprise resource planning (ERP) system like Baan or Infor LN is a solid foundation. These systems are powerful data repositories and transaction engines. However, their true power is often limited when they operate in isolation.

Connecting your core ERP system to other, specialized applications—whether a customer relationship management (CRM) platform, an e-commerce site, a warehouse management system (WMS), or even a specialized QMS—is no longer a luxury; it's a strategic necessity. This integration transforms your ERP from a single source of truth into the central nervous system of your entire operation, enabling seamless data flow, improved decision-making, and enhanced efficiency.

Here’s a breakdown of the advantages, potential disadvantages, and what your business stands to gain.

The Major Advantages of System Integration

Connecting disparate systems offers a wealth of benefits that can fundamentally change how you operate:

1. Enhanced Data Accuracy and Real-Time Visibility...

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Remove Posted Payment/Direct Debit Batches

The functionality of session Remove Posted payment batches tfcmg1259m000 and Remove posted Direct Debit batches tfcmg4259m000 is explained below:

1.These 2 sessions can be used to removed already posted payment/direct debit batches that have been processed through CMG Module. After the batches are changed to removed status they can be deleted also.

2. Only a superuser, defined in the Payment Authorizations (tfcmg1100m000) can delete the payment/direct debit batch.

3. A payment/direct debit batch once removed cannot be retrieved. The data gets removed only from payment advice tfcmg1609m000/direct debit batch tfcmg4609m000 and composed payments/direct debits.

4. The details of the invoices that were selected in the removed payment/direct debit batch can be seen in session anticipated payment/receipt tfcmg2504m000 and from here you go into the anticipated document details to see the list of invoices selected.

5. Remove payment batches does not impact the check master and the check details remain in the check master. 

6. The anticipated receipt/payment document can be reconciled as usual following the receipt/payment reconciliation process.

7. The anticipated payment/receipt document details are not removed from GLD and ACR sessions or tables and can be seen in document history and ACP/ACR open entries.

8. The direct debit batch number can be retrieved from session tfacr6500m000(receipt related document). And the payment advice batch number can be retrieved from payment-related document tfacp6500m000 or the check master if the payment has been done through checks.

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Kathy Barthelt

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