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

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Infor LX/BPCS Growth with Connected eCommerce & Tax Automation

Frank Petrasio 0 501 Article rating: 5.0

Is your current Infor LX or BPCS system holding back your growth? It doesn't have to.

In 2026, staying competitive means moving beyond manual workflows and data silos. Crossroads RMC has partnered with Aleran and Avalara to provide an integrated, end-to-end solution designed specifically for manufacturers and distributors in the Infor LX and BPCS market.

Transform Your Operations from Quote to Cash

This powerful partnership enables you to maximize your existing ERP investment without the need for a total overhaul.

  • Aleran: Modern B2B eCommerce
    • 24/7 Digital Catalog: Provide a fully branded shopping experience that connects directly to your LX/BPCS data.
    • Self-Service Portals: Empower customers and dealers with real-time access to inventory, quotes, and order history.
    • Streamlined CPQ: Simplify complex product configurations and pricing to accelerate sales cycles.
  • Avalara: Automated Tax Compliance

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: User Provisioning

George Moroses 0 603 Article rating: 5.0

This enhancement: 

  • Provides an ability for LX to integrate with Infor Federation Services (IFS) to automate provisioning of users.
  • Activates LX exit points during maintenance of LX business roles and business units to publish the SyncSecurityRoleMaster BOD which can be received by IFS as LX-specific roles in addition to the three IFS predefined LX-specific roles: LX-SystemAdministrator (corresponding to LX security type S = LX Security Officer); LX-SystemManager (corresponding to LX security type M = LX Security Manager); and LX-User (corresponding to LX security type U = LX User).
  • Enables support for LX receiving an inbound SyncSecurityUserMaster BOD (sent from IFS) and creating or revising the associated LX user (or security manager or security officer). This enhancement also supports creating an IBMi user profile which can then be defined as an LX user (or security manager or security officer).
  • Activates LX exit points during maintenance of LX users (and security managers and security officers) to send the ProcessSecurityUserMaster BOD to IFS requesting creation or revision of a user on behalf of LX.
  • Automates sending revised LX user authorities to corresponding System i Manager (SiM) tasks which can then be uploaded to System i Workspace (SiW).

Infor LX/BPCS Tips & Tricks for OPERATIONS: IDF RMA Inquiry

George Moroses 0 630 Article rating: 5.0

This enhancement provides a robust RMA Inquiry capability. The base RMA Inquiry application delivers role-based functionality to support customer service, sales, pricing and business analysis functions.

The IDF RMA Inquiry presentation enhances a number of customer service and data analysis functions.

  • RMA List provides filters that allow sorting and sequencing by any displayed data field, such as RMA number, customer number, Total RMA amount, request date, good thru date, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA Line List provides filters that allow sorting and sequencing by any displayed data field, such as item number, request date, extended amount, net price, Customer reason code, Disposition reason code, Q/C reason code.
  • RMA detail cards provide additional details about the RMA, as well as about any orders that will result from the RMA.


IDF RMA Inquiry provides significant enhancement to several business roles:

Customer service personnel, customer service managers responsible for handling customer complaints and negotiating return conditions with the customer Warehouse personnel, warehouse manager at the return warehouse. Billing personnel, billing managers responsible for processing credits to the customer and handling questions related to the RMA, return and eventual credit.

Managers responsible for analysis of returns related to reasons for returns, resulting replacement orders, recommendations for improving pricing or internal processes to reduce returns.

Infor LX/BPCS Tips & Tricks for FINANCE: Archive Net Price for Deleted Lines

George Moroses 0 441 Article rating: 5.0

Infor LX now stores the Net Price for a deleted line, so that the information is available for later analysis.

If an order line is canceled, LX stores the current Net Price in a new Net Price Archive field. The Net Price Archive field is updated whether the line is deleted through Line Entry (ORD700D2) or Fast Line Entry (ORD700DA), or the entire transaction is deleted through Order, Quote or RMA Directory (ORD700D1).

The Net Price Archive field can be useful when analyzing the reasons for canceled order lines. Users can define Cancellation Reason Codes related to pricing. Review of the archived Net Price, along with other values from canceled order lines such as Order Quantity and Selling Unit of Measure, Cancellation Reason Code, Request Date, Price Book Date, Item Number and Customer Number, can lead to adjustments to pricing structures, promotion qualifiers or other actions that can avoid loss of revenue on future orders, or follow-up actions to recover the canceled line.

Is your team still manually entering UPS and FedEx information into your Baan or Infor LN system?

Kathy Barthelt 0 413 Article rating: 5.0

If so, those manual shipping steps are likely costing you time, money, and customer satisfaction:

❌ Re-entering shipping details into Baan or Infor LN

❌ Copy-pasting tracking numbers

❌ Delayed invoicing and frustrated customers

There’s a better way to manage your parcel shipping.

RMCship: Seamless UPS & FedEx Integration

RMCship is a powerful automation solution that fully integrates UPS WorldShip and FedEx Ship Manager directly with Baan IV, Baan V, and Infor LN.

We eliminate manual entry and streamline your entire workflow:
 

Before RMCship (Manual)

After RMCship (Automated)

Re-keying data into two systems      

✔️ Create cartons/pallets directly in ERP

Delayed tracking updates

✔️ Auto-send shipment data to UPS/FedEx

Manual tracking number entry

✔️ Instantly pull back tracking numbers, freight, and more 

Manual invoice updates

✔️ Auto-add shipping data to sales orders & invoices

The Results Are Clear:

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Defining “Unavailability” in Infor LN

This topic describes the definition of temporary unavailability for resources in a calendar.

Use one of the following sessions:

  • Recurring unavailability
    For recurring unavailability, such as national holidays, define the recurrence in the Recurrences (tcccp0143m000) session. Add that recurrence to the applicable calendar and availability type in the Calendar Recurrences (tcccp0144m000) session, and clear the Available check box for the unavailable days.
    With calendar recurrences you define recurring exceptions in a calendar, and set a time schedule for daily, weekly, monthly, or yearly unavailable time in one action.
  • Unavailable days for all availability types
    To define occasional unavailability, such as a department trip, use the Calendar Non-Available Days (tcccp0119m000) session. What you define here applies to all availability types.
     
  • Unavailable days for a specific availability type
    To define unavailability for a single day, complete the following steps:
  1. Start the Calendar Working Hours (tcccp0120m000) session.
  2. Find the applicable calendar and availability type, and clear the Available check box for a working hours type on the relevant date.
  • Unavailable during a part of a day
    To indicate that part of a day is unavailable, use the Calendar Recurrences (tcccp0144m000) or the Calendar Working Hours (tcccp0120m000) session to specify the time intervals that are available. All other times are considered unavailable. You cannot directly specify an unavailable time interval.

If you defined unavailable dates in the Calendar Non-Available Days (tcccp0119m000) or the Calendar Recurrences (tcccp0144m000) session, in the Calendar Working Hours (tcccp0120m000) session, click Update Calendar.

Note:

  • Unavailability always applies to entire days. If the Calendar Working Hours (tcccp0120m000) session contains multiple time intervals for a single date, and the Available check box is cleared for some intervals and selected for other intervals on the same day, the entire day is unavailable.
  • A calendar recurrence that makes a day unavailable has no effect on the availability of that day in the parent calendar.


It is not useful to define a special availability type for unavailability, because Infor LN does not maintain and update the working hours and the capacity data of a calendar in the Calendar Working Hours (tcccp0120m000) session based on non-available availability types.

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Kathy Barthelt

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