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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 LX/BPCS Tips & Tricks for TECHNOLOGY: Setting Up User Groups (CEA)

George Moroses 0 9751 Article rating: 5.0

To utilize the Security Rules Optimization feature, a system administrator can assign security codes to 100 pre-defined user groups. User groups are created in the Group Security Maintenance (SYS603) program. All users assigned to this group possess the same level of security.   

A system administrator can assign security codes for up to 100 of the user groups. All user groups over 100 are still administered by all security reject/allow rules assigned to them but are not able to utilize the optimized process. 

Each of the security codes and access levels are assigned to user groups and are mapped to the account strings and stored in the Account Cross Reference (CEA106D1) file.   

Once security codes have been assigned, the system administrator must: 

  • Determine which level each group is allowed access.

  • Determine which segment values/account strings are assigned to which user groups.

  • Create security rules for specific segment values/account strings and assign these groups to the created rules.

  • Select the rules to be processed.  Processing can be done in either batch mode or interactively.

  • The Security Rules flag must be on in the CEA Control Parameters program before any rules are effective. 

Infor LX/BPCS Tips & Tricks for OPERATIONS: Lot Expiration Date

George Moroses 0 8339 Article rating: 5.0

This feature provides a parameter that allows the user to enter expiration dates on the Inventory Transaction Posting screen, INV500, and Purchase Order Receipts screen, PUR5505, when they have received a lot controlled item that is not QMS controlled. This new field allows an expiration date to be entered and not overridden. A system parameter was added to Advanced Process Industries Parameters, API820D. When the parameter is set to Yes, a new lot expiration date is available in the Inventory Transaction Posting, INV500D2, and Purchase Order Receipts, PUR550D2, screens.

Infor News You Can Use: LN NAUG Face-to-Face Annual Meeting 2025

May 13-15, 2024 | Chicago Marriott - Naperville IL

Kathy Barthelt 0 5674 Article rating: 5.0

We are delighted to invite you to the 2025 Annual LN NAUG Face-to-Face Event —a special premier event for Infor LN and Baan users of North America. This is your chance to connect with fellow users, share experiences, and shape the future.

  • Learn from the Best: Engage with industry leaders and experts through keynote sessions and panel discussions.
  • Increase your Skills: Participate in collaborative breakout sessions to explore available solutions.
  • Network & Connect: Build relationships with other customers, potential collaborators, and industry pioneers.


Register today to claim Early Bird pricing through March 31, 2025.
https://www.lnnaug.org/events/2025-f2f-annual-meeting 

 

Crossroads RMC AI Business Models: Generative AI Using ChatGPT

Crossroads RMC 0 4836 Article rating: 5.0

The Future is Here: Are You Ready to Embrace AI?

According to Deloitte's State of AI in the Enterprise Report:

  • 94% of business leaders believe AI is critical to their success strategy in the next 5 years.
  • 79% of organizations expect Generative AI to transform their operations within 3 years.
  • 56% are already leveraging Generative AI to boost efficiency and productivity.

AI isn’t just the future—it’s happening now. Where is your organization on its AI journey? Whether you're just starting or looking to expand, we’re here to help you take the next step, together.

We’re excited to introduce our latest professional service, Implementing Generative AI Using ChatGPT. This new service is designed to help organizations effectively leverage the power of generative AI in their operations

Key Benefits of Implementing Generative AI Using ChatGPT by Department

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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

George Moroses

Infor LX & BPCS Tip: PowerLink

PowerLink is a Windows-based client for end-users within the Infor Development Framework (IDF). PowerLink allows exports/imports from/to the ERP database, but how much do you really know about it? Here is some helpful information about PowerLink.​

Why does PowerLink sometimes fail to export all records?
There's not a finite amount of records that PowerLink can export. However, PowerLink export was never intended to handle large volumes of data. It was designed as a quick snapshot of a fairly small subset and a simple view of the user's PowerLink card. 

What is the maximum amount of data that can be exported?
The maximum number of records is only limited by the system resource like memory, etc. When the system runs out of resources, an OutOfMemory error should occur. In previous testings, we have exported +1 million records, although the size of records differs greatly between business objects, the total size of the data could be an issue. For larger volumes of data, customers should investigate other tools such as the iSeries Access "Data Transfer from iSeries Server" feature to download directly to Excel.

How do I know if the size of the data is an issue?
1. When exporting to an external file (text, HTML) then importing to Excel: You can easily check the output (text, HTML) to see if the intermediate output has all the records. This can be done by visual inspection or through the use of column totals. Simply compare between the output and what you see in PowerLink. If the exported file has all the records, then the problem is definitely Excel.
2. When exporting to clipboard, then copy/paste to Excel: There is a clipboard export size limit that is controlled through client preferences. Check the exported data in the clipboard, and see if it contains all the records or only partial records due to the size limitation set in client preferences. If limited, change the client preferences using Customize from the Main browser > Preferences > Miscellaneous tab > Limit Clipboard Export, and try the export again. If the clipboard has all the records the problem is in Excel, which we don't have jurisdiction over.

Suggestions for improving the export process. 

  1. Reduce the number of columns seen in the view. This will serve to reduce the data being exported and may increase the number of records that can be exported. 
     
  2. Reduce the complexity of the view. If the view has one column that lives on a related object, then it has to build SQL behind the scenes to get that related record. If all of the columns come from a single business object, then the processing will be significantly faster.
     
  3. Export to HTML, which can be opened directly by Excel, Access, and many other programs. This reduces the processing of the export formatting because PowerLink needs only to put begin and end tags around each data element. This will also preserve column alignment when Excel or other programs open the file.
     
  4. Unless you are exporting a fairly small volume of data, export to a file, not clipboard. Clipboard is held in memory until the entire view is read, and records are written to the file as they are retrieved.
     

 Also see KB 1357068 for more information about testing your view.

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