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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 4120 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 2373 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 2257 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 5544 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 5492 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 2174 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

Kathy Barthelt

Infor LN & Baan Tips & Tricks for TECHNOLOGY: Using the Data Access Layer (DAL)

During an Exchange import, you can use all the functionality programmed into the Data Access Layer (DAL). If you use the DAL, Exchange carries out all the constraint checks, integrity checks, and side effects, for example, updates on other tables, that are programmed into the DAL. Database integrity is guaranteed automatically.

Using the DAL reduces the costs of interface development. You can use the DAL to import standard interfaces developed by Infor for partner products, as well as for specific interfaces built by customers, for example, to integrate LN with legacy systems. You can use the DAL in both single site and multisite environments.

The checks or additional actions specified in the DAL are carried out for each row that is imported. Database errors are logged in the same way for DAL and non-DAL import. DAL hook errors are also logged. You can specify whether the DAL property checks are or are not carried out.

If you specify the use of the DAL for a table relation for an import, the dal.new, dal.update, and dal.destroy functions are used instead of db.insert, db.update, and db.delete. You can choose to use DAL for particular tables and not for other tables, therefore, an import batch can contain both types of table relations simultaneously. The import through DAL works for both the import based on audit or indicators (inserts, updates, deletes), and the full import (inserts only).

DAL settings are run time aspects, which means you can change these aspects without having to regenerate the import program. DAL settings are also logged in the log table at batch line level, to enable you to find out what the DAL settings were when the import was run.

Important to realize is that an update through the DAL can result in a number of side effects. Actions performed by the DAL must not be carried out twice. For example, if the DAL updates the available to promise (ATP) quantity for an item when importing order data, the ATP quantity must not be updated in a condition script as well.

For this reason, you must not add any actions in condition scripts, or import additional data, that are already handled in the DAL.

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