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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 OPERATIONS: Sales Contract Linked Documents (tdsls3506m000)

Kathy Barthelt 0 1350 Article rating: 5.0

Use this session to view the documents linked to a sales contract. You can view these documents only when a sales order line or a sales schedule line is linked to a sales contract line.

Note: 

  • You can view this session only if the Contracts check box is selected in the Sales Parameters (tdsls0100s000) session.
  • You can use the Linked Document option from the References menu to view the details of a specific linked document.


Field Information

Contract: The code of the sales contract.

Description: The description of the sales contract

Line: The sequence number of the sales contract line.

Sales Office: The code of the sales office.

Description: The description of the Sales Office

Linked Document: The document type that is linked to the sales contract line.

Note: This field can be set to Sales Order Line or Sales Schedule Line only.

Linked Document Company: The company in which the document is linked to the sales contract line.

Linked Document: The code of the document that is linked to the sales contract line.

Note: 

  • The code of the sales order is defaulted from the Order Line field in Sales Order Lines (tdsls4101m000) session.
  • The code of the sales schedule is defaulted from the Schedule field in the Sales Schedule Lines (tdsls3107m000) session.

Linked Document Reference: The reference number of the linked document.

Note: 

  • The line number of the sales order line is defaulted from the Line field in the Sales Order Lines (tdsls4101m000) session.
  • The line number of the sales schedule line is defaulted from the Line field in the Sales Schedule Lines (tdsls3107m000) session.

Link Sequence: The sequence number of the linked document.

Infor LN & Baan Tips & Tricks for FINANCE: Clear Rounding Differences for Documents with Period Change (tccri7214m000)

Kathy Barthelt 0 1532 Article rating: 5.0

Use this session to adjust the rounding difference transactions, calculated during the internal conversion, for inter-period postings.

Inter-period postings are the postings made to the ledger accounts defined in the Finance Company Parameters (tfgld0503m000) session for fiscal and reporting period changes.

If inter-period postings exist, very big rounding differences are calculated . If you run this session, those rounding differences are replaced with values that properly deal with an observed period change.

If inter-period postings exist, during the internal conversion rounding differences can be calculated for the wrong period. If you run this session, those rounding differences are deleted and the rounding differences are created for the correct period.

JOIN WEBINAR: Chat With Your IBM i Data

Thursday, October 16 2025 --- 1:00-2:00pm US/Eastern

Nick Olson 0 1289 Article rating: 5.0

Imagine being able to ask questions directly to your IBM i data and get answers in real time. In this session, we’ll demonstrate how AI-driven tools can connect with your IBM i, making data analysis faster, more intuitive, and more accessible than ever before.

  • Thursday, October 16, 2025

  • 1:00-2:00PM US/Eastern

  • Presenter: Nick Olson, Crossroads RMC


Register Today: https://ibmi.workoutloud.com/Event/ai-in-manufacturing/Register

Crossroads RMC Shows Off New AI Dashboard at inPOWER 2025

📰 Read the full story on IT Jungle

Nick Olson 0 1026 Article rating: 5.0

Crossroads RMC debuted its new AI-powered NextTrack Insights Analytics Dashboard at Infor’s inPOWER 2025 event in Wisconsin. The latest version lets users chat with their ERP data in plain English—no code, no custom reports, just instant answers.

Built on .NET Core with advanced AI and API integration, the dashboard connects directly to Infor ERP LX, XA, and Db2 for i, delivering real-time KPIs like cycle times, downtime, and equipment effectiveness.

📰 Read the full story on IT Jungle:
Crossroads RMC Shows Off New AI Dashboard at inPOWER 2025 ›

Infor LX & BPCS Tips & Tricks for OPERATIONS: WebTop Grid Support Enhancement for MRP320D

George Moroses 0 1729 Article rating: 5.0

This enhancement improved the subfile utilized in MRP320D Master Schedule Detail Inquiry -SCR001 by expanding the subfile with data rather than clearing the subfile as user pages. This change provides full support for the WebTop 4.8 Grid decorator.  To implement this enhancement, request and apply MR 81428

This enhancement updated the approach used to populate the subfile to allow a deployed Webtop Grid to function correctly. There is no visible or user-impacted change to the way the program functions.

This enhancement provides improved functionality and full support of a Webtop grid applied to the subfile.

Infor LX/BPCS Tips & Tricks for FINANCE & TECHNOLOGY: Add Number of Assigned Users to SYS600

George Moroses 0 1677 Article rating: 5.0

LX has added the number of users assigned to a Role or Unit to the first screen of SYS600. When displaying the list of profiles on the first screen of SYS600, the list previously included the counts per profile of assigned Roles and Units when the profile was a user. A new column called Users have been added to show the number of assigned users for Roles or Units.

This enhancement provides a quick way to see the number of users assigned to a Role or Unit.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

  1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
  2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. Select the business partner in the Business Partner field, Press Tab. Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
  4. Select the order type for subcontracting in the Order Type field, purchase office in the Purchase Office field, and the related order series in the Order field.
  5. Click New on the Order Lines tab and select your subcontracted price item in the second segment of the Item field.
  6. Specify the required quantity in the Ordered Quantity field, price of the item in the Price field and click Save.
  7. Click the Approve button to approve the purchase order. The purchase order Status is updated to Approved.
  8. Verify that the material to be sent to the subcontractor is updated on the Material Supply Lines tab.
  9. Select the material line on the Material Supply Lines tab and click Actions > Generate Supply Order.
  10. Select the generated supply order line updated in the Supply Order Line field on the Material Supply Lines tab and click References > Supply Lines. The Warehousing Order (whinh2100m100) session is displayed.
  11. Select the outbound order line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  12. In the Outbound Line Status Overview (whinh2129m000) session, ensure that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
  13. On the specific menu, click Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  14. Select the shipment line and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  15. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab in the Warehousing Order (whinh2100m100) session.

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Kathy Barthelt

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