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.

Operations: Copying EBOMs - Which copying method should I use?

Technology: Using audit files in the Exchange module

Finance: Problem Invoices

Users can now freeze period-end balances at the end of a fiscal period. You can now store the opening/ending on hand balance for each Inventory period at the Item (IIM), Warehouse/Item (IWI) and Lot/Location (ILI) levels. This information can then be used for inventory tracking and valuation purposes, as well as other ad hoc financial and audit reporting requirements. Infor LX clients can backdate inventory transactions into the immediate previously closed period, and thus update what was saved as the opening/ending balance throughout the current open period.

When a lot is completely shipped on a customer order, the Lot Status is changed to Z. Since a resupply order must still be received in the To Warehouse to complete the transaction, do not update the lot status when the resupply order is shipped. If a lot is completely shipped on a resupply order, LX no longer updates the lot status to Z, because the shipped lot retains its current lot status, the additional steps, no additional steps are required to receive it in the To Warehouse.

This feature resolves or resets a purchase order or requisition that is no longer being processed, but the system still indicates it is 'in use'. The user selects Purchase Order/Requisition in Use Maintenance, PUR940D, from the Purchasing Management Menu, PUR, located in the Special Processing sub-menu. The user then enters an order or requisition to remove the 'In Use' status.

Technology: Reset Purchase Order In Use -

Operations: Retain Lot Status on Shipped Resupply Orders -

Finance: Inventory Period Balance Freeze -

The end of the year is a busy time for everyone, but a little preparation can make the start of the next year smoother and more productive. Here's a checklist broken out by the department to help optimize your ERP system as you wrap up this year.

1. All Departments Checklist
2. Technology Checklist
3. Operations Checklist
4. Finance Checklist