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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 Tip of the Week: Limitations of Customer Defined Fields (CDFs)

Kathy Barthelt 0 70459 Article rating: 5.0

Customer Defined fields are fields that can be added to tables, screens, reports, and BODs. Validation and calculation logic can be defined around those fields. This gives you great added capability and flexibility… however, are you aware of the limitations of using CDFs?

  • You cannot define customer-defined fields for tables within Tools (the tl and tt packages).
  • External integrations.....

Infor LX & BPCS Tip of the Week: Credit Card Processing Within LX

George Moroses 0 26964 Article rating: 5.0

The Credit Card Data Area program, SYS045D, enables you to create and maintain a configuration file that provides a gateway to a third-party payment application. The information you set up with this program is required to allow Infor LX to communicate with the credit card processing application that passes credit card payment information between Infor LX and the credit card providers.

Access: SYS menu

  • Use the Credit Card Data Area screen, SYS045D-01, to...

Infor LX & BPCS Manufacturing Tip of the Week: Backward Scheduling

George Moroses 0 27831 Article rating: 5.0

Operations are automatically backward scheduled at shop order release time. The backward scheduling algorithm starts with the shop order due date and schedules each operation based upon the standard move and queue times in the routings and the number of days the job is expected to run at standard. The system calculates and stores the operation scheduled start date. The dates may be modified by the shop order maintenance program. The number of days that a job is expected to run an operation is dependent upon the available capacity for that work center and the total hours scheduled for that operation.

The backward scheduling algorithm also considers...

Infor LN & Baan Finance Tip: How to clear balances on invoices that will be moved to a new company

Kathy Barthelt 0 64741 Article rating: 5.0

To clear out the balances of outstanding invoices that will be added into new companies or moved into new companies, credit notes could be created for them and have them linked to all the invoices of one customer/supplier. 

Another option is to...

Crossroads RMC's support team is friendly, well trained, experienced, and committed to resolving your support & technical issues as quickly & effectively as possible.

Crossroads RMC 0 24435 Article rating: 5.0

How good would you feel if you knew that 30+ years of ERP manufacturing experience was on the other end of the phone when you placed a support call?

That’s what our customers get when they call Crossroads RMC for help.

Crossroads RMC offers a number of services to help you make the most of your Infor ERP investment, regardless of the version of Infor LX, BPCS, Infor LN, Baan, or Infor M3, you are running. Our support team is friendly, well trained, experienced, and committed to resolving your support and technical issues as quickly and effectively as possible. To ensure all your support needs are met, we offer several different methods:

  • TELEPHONE SUPPORT:
    Our phones are answered by live representatives to ensure that you receive prompt, personal, and efficient assistance. These services are available Monday through Friday 8:30 am to 5:00 pm ET. We also offer standby support and after-hour support when requested.
  • ONLINE SUPPORT:
    Online support is available by logging onto your system using a remote connection. With a live connection, our consultants are able to view your system and troubleshoot issues in real-time.
  • REMOTE & ON-SITE CONSULTING:
    Consulting is an excellent option if more in-depth service, training, or troubleshooting is needed. End-User training or group custom training on new features and solutions is also handled effectively using this method of support.
  • BUSINESS ASSESSMENTS:
    Experienced Crossroads RMC Consultants will compare your existing business processes with your existing software and put together a detailed report of their findings. This includes recommendations for improving the day-to-day running of your business while getting the maximum benefit from your software. This also ensures that you are up to date with any features and technologies without adding disruption to your business.

Learn more about our support services>

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tips & Tricks for FINANCE:  Currency Differences Accounts

Currency differences can make the financial analysis and reconciliation more complex. These types of currency differences can occur:

  • Currency differences
    Currency result caused by fluctuations in the exchange rate, for example, if the rate differs between the invoice date and the payment date.

  • Exchange gain and loss
    Currency result caused by the use of different exchange rate types, for example, the Sales rate type and the Internal rate type, or if using the rate determiner you have changed the exchange rate for a transaction during the order handling procedure.

  • Translation gain and loss
    Currency result caused by the use of different currencies during the order handling procedure, for example, if the order currency or the payment currency differs from the invoice currency.

  • Destination gain and loss
    Currency result caused by different results when the transaction currency is converted to the various home currencies. Destination gain and loss can only occur in an independent currency system.

To support good reconciliation possibilities, currency differences and exchange gain and loss are posted to these accounts:

  • Exchange Gain and Loss
    For differences between related amounts (debit and credit postings) due to different exchange rate types or different currency rates.

  • Currency Translation
    For transactions in which the debit posting and the credit posting are made in different currencies.

  • Currency Differences contra account
    For currency differences on the invoice accrual account due to rate changes between the receipt date and the approval date of the invoice and calculated when you close a financial period.

Previous Article Infor LN & Baan Tips & Tricks for OPERATIONS: Update, Cancel or Remove Outbound Order Lines
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Kathy Barthelt

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