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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

Is it time to get more out of your ERP?

Crossroads RMC 0 11877 Article rating: 5.0

As crazy as it sounds, we’re about to enter the 2nd half of 2023. How are you doing on your 2023 goals? Planning for 2024 projects?
Maybe it's time to get more out of your Infor ERP system.

OFF SUPPORT AND MAINTENANCE WITH INFOR AND FEEL STUCK?

⇒⇒ TIME TO UPGRADE?

⇒⇒ NOT UPGRADING?

Infor LX & BPCS Tip: Support for IBM i 7.3 and Infor LX Products

George Moroses 0 17152 Article rating: 5.0

On September 30, 2022, IBM® announced the end of support of IBM i operating system 7.3 effective September 30, 2023. In line with IBM’s support policy, Infor will no longer support LX and related products on IBM i 7.3 after May 31, 2024. All Infor LX releases, patches, and related solutions are...

Have You Heard About the Latest & Greatest Way to BOOST Productivity?

LIFE HACKS

Kathy Barthelt 0 19863 Article rating: 5.0

In a world of life hacks and constantly changing routines, we could all use help boosting productivity.

With Crossroads RMC support services, boosting your productivity just got 10x easier! Boost the productivity of your entire team by adding just ONE team member that you only pay when you need them. And the best part is that they are waiting for your call right now and every hour of every day, even on weekends and holidays.

Check out Crossroads RMC's Support Services Designed YOUR Way: ...

An ERP System Review is NOT a Report Card

It's a no-judgment-review - we promise!

Kathy Barthelt 0 25591 Article rating: 5.0

report card C minusWe all remember our school days and the nervousness that we felt when it came time to get our grades. Even if we were doing well, we were still nervous. Sometimes we experienced that same nervousness when it came time for a performance review in our job. Nervousness…sometimes dread…knowing that our performance maybe was not what we wanted it to be, or others expected it to be. 

Somehow I think the feelings that we felt in our past often find ways to creep into our present. I have seen this recently when I suggested an ERP system review to one of our customers. They immediately became flustered and thought about every possible problem that they knew existed within the software and how they were currently using it.

An ERP system review or more specifically a Utilization Review is NOT a personal report card, or performance review showing how well a particular individual does his/hers/their job, nor is it an attack on the team that implemented the software. 

An ERP Utilization Review will:

Infor LN & Baan Finance Tip: Unallocated Payment

Kathy Barthelt 0 48629 Article rating: 5.0

How do I assign an unallocated payment to a purchase invoice when the document dates are not the same?

When trying to assign an unallocated payment, it is possible that the purchase invoice is not displayed in session Assign Unallocated / Advance Payments to Invoices (tfcmg2106s000), even though it is showing in the open entries. This can happen when the document date of the unallocated payment lies before the document date of the purchase invoice you want to assign it to. There are 2 ways to handle this...

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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

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.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Optionally Include Tax Amounts In Order Balance

In Baan IV, the order balance amount always includes the tax amount. Consequently, the tax amount must be recalculated every time an order line is modified in order to update the balance correctly. If the tax provider is activated, this requires an API call for every re-calculation of tax.

In Infor LN, users can select or clear the new Include Tax in Order Balance check box in the COM Parameters (tccom0000s000) session to indicate whether users want to include tax amounts in the order balance amount. This parameter has an effect on various sessions in Order Management.

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Kathy Barthelt

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