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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 FINANCE: Moving calendar periods

Kathy Barthelt 0 4364 Article rating: 3.0

You can move monthly periods to a different parent period. For example, if you have a monthly calendar, you can create quarter periods and move months to the quarters.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group.
  3. Click the Calendar tab.
  4. Open the calendar for which you want to move periods.
  5. Click the Hierarchy tab.
  6. Select the periods to move.
  7. Select Actions > Move.
  8. Select the new parent period under which you want to move the periods.
  9. Click OK.

Infor LN & Baan Tips & Tricks for OPERATIONS: Revisions and approval

Kathy Barthelt 0 2542 Article rating: 5.0

Note that the Bill of Material and Routing are revision controlled. When a structure is generated for the first time, a first revision is made with status New.

If the Approve Structures Automatically check box is selected in the Job Shop Master Data Parameter (tirou0500m000) session, the revision is created with status Approved.

If the structure is regenerated, the current revision status determines the result:

  • If the status is New, this revision is overwritten
  • If the status is Approved, a new revision is created

Infor LN & Baan Tips & Tricks for TECHNOLOGY: LN Report Archive

Kathy Barthelt 0 2474 Article rating: 5.0

LN Report Archive Solution Overview

The LN Report Archive solution allows you to archive printed reports for long-term access and reprinting, even years after their original print date.

This is especially valuable for external documents such as invoices, purchase orders, and other reports sent to customers or suppliers. In some countries, the ability to reprint these documents for up to 10 years is a legal requirement.

Key Features:

  • Report Archiving:...

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: New Features in 8.4.2

George Moroses 0 5775 Article rating: 5.0

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Infor LX/BPCS Tips & Tricks for OPERATIONS: New IDF Inquiries

George Moroses 0 5691 Article rating: 5.0

New IDF Inquiries 

Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:

  • Customer Quote
  • Customer Quote Line
  • RMA (Return Material Authorization)
  • RMA Line

Benefits

  • Ability to sort, subset, filter, and view information in a modern and intuitive way
  • Point and click navigation to related information – 360 views
    • Exceptional personalization and extensibility capabilities

Infor LX / BPCS Tips & Tricks for FINANCE

George Moroses 0 2271 Article rating: 5.0

Finance:  Enhancement Summary: Tax Code Table Window (WINZRTD)

Overview
A significant enhancement has been introduced to the Tax Code Table window (WINZRTD) to improve usability, accuracy, and customer support capabilities within the Finance module. This update includes new tax rate visibility features, streamlined prompts, and improved integration across the Order Entry and Purchase Order modules.

Enhancements Introduced

1. Tax Code Table (WINZRTD)

  • Added ‘Total Tax Rate’ column to...
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Tips:  LX | BPCS | M3

Tips: LN | Baan

George Moroses
/ Categories: Infor, WorkOutLoud

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024

September 23-26, 2024

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024
Empower Your Business with Innovation

September 23-26, 2024

As a Gold Sponsor, Crossroads RMC is thrilled to present four impactful LX Track sessions this year, designed to inspire and empower attendees to drive success within their organizations:

1. Dive into IDF for LX (Session 3-Lapham 4 Room 2 -Tues, 3:15pm-4:00pm) Presented by Nick Olson / Crossroads RMC
Take your system to the next level with the latest release of IDF for LX. This session will show you how IDF’s powerful modernization and personalization features can transform your enterprise. Learn how the new release simplifies deployment and offers an enhanced web-based experience, giving your organization the tools needed to stay innovative and competitive in today's fast-paced market.

2. AI-Powered Sales Portal for IBMi (Session 4-Hearthside Room 1 -Tues -4:15pm-5:00pm) Presented by Tarak Patel & Frank Petrasio
Discover how cutting-edge AI technology is revolutionizing the buying experience for manufacturing customers. Learn how AI can help attract new buyers, guide them to the right products, increase order values, and streamline the sales process—all while keeping your channel partners engaged. This session shows how AI can give your business a competitive edge.

3. Patch Management (Session 6-Hearthside Room 1 -Wed, 9:15am-10:00am) Presented by Tim Baker / Crossroads RMC
Stay ahead of the curve by mastering patch management. This session will equip you with the knowledge and strategies needed to efficiently manage patches in your environment, ensuring system reliability and security. Learn what it takes to maintain a smoothly functioning system, reducing downtime and enhancing operational efficiency.

4. Leveraging Infor’s Tools for System Integration (Session 7-Hearthside Room 1 -Wed, 10:15am-11:00am) Presented by Tim Baker / Crossroads RMC
Unlock the potential of Infor’s integration tools to streamline your business operations. Learn how to leverage LX Connector, LX Extension, ION, and PI to integrate with other apps, enabling faster, more efficient workflows and improving overall system performance. Don’t miss out on strategies that can help you future-proof your system and keep your organization agile.

Can’t make it to the conference? Reach out to us for more details on these game-changing sessions and how they can benefit your organization! 800.762.2077

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