Administrators are able to restrict access in Baan in several ways – including Companies, Packages, Modules, Sessions, and Tables – using the Authorization capabilities of the system.

In Baan IV, access can be given or denied on a user by user basis.

In Baan V and LN, the Authorization Management System can provide or deny access based upon roles to which users are assigned.

Fiscal, Reporting and Tax Periods can have status Open, Closed or Final Closed. If a period is Closed or Final Closed, you cannot post entries to those periods. If a period is Closed, you can re-set it to Open and post entries. If a period is Final Closed, you cannot post and you cannot set it back to Closed or Open.

A Provisional Close is run at year-end to bring the balances forward for the new year without having to close the previous year. A Provisional Close can be run as many times as you like. After a Final Close, a Provisional Close cannot be run.

The Provisional Close allows you to continue into the new year with all financial reporting and not have to rush with the Final Close until all adjusting entries are made and any final signoffs have been completed.

In Baan IVC, plan items on the lowest plan level were automatically actual items (not product families). All plan items on higher plan levels were product families.

The relationship between a product family and items on lower plan levels was defined in a planning bill of material.

In Infor LN, every family item must be defined in the Item Base Data module. A family item can exist on any plan level. The relationship between a family item and items on lower plan levels is defined in aggregation relationships.

Aggregation relationships in Infor LN are much more flexible than the planning bills of material in Baan IV. For example, users can define aggregation relationships between items on the same plan level.

Baan uses the company calendar in the following modules to determine the start and end dates for planned orders:

• Master Production Scheduling
• Material Requirements Planning
• Capacity Requirements Planning (All three combined in a single planning module for Baan V and LN)
• Shop Floor Control

The calendar provides the valid working days, number of shifts per day and the number of hours in a day.

Baan allows for a single calendar for the whole company or for a calendar for each work center.

In LN, the People package is used to register the employee’s hours and expenses. To support the People package, the Employees - General (tccom0101m000) session only contains the general employee data.

The title of the Employees - General (tccom0101m000) session was changed to Employees – General (tccom0101m000).

From the Employees - General (tccom0101m000) session, users can start the following sessions to define the more specific employee data:

• Employees - People (bpmdm0101m000).
• Employees - Project (tppdm8101m000).
• Employees - Service (tsmdm1140m000).
• Skills by Employee (tcppl0120m000).
• Employees by Team (tcppl0150m000).
• Roles by Employee (tcppl0170m000).

After users define the employees, users can also start the listed sessions from the Employees Dashboard (bpmdm0101m100) session in People.

• Print Sales Order History Information
  • all invoices processed through sales
• Check Inventory Valuation
  • this should tie out to your inventory accounts
• Print Integration Information
  • see all postings from WIP to finished goods
• Print G/L Transaction Information
  • print specific transaction types for any GL account
• Print Lot Control Information
  • will show where serial numbers were used

What is it?
The configurator consists of a set of features (questions). The options (answers) to these questions are used to generate the custom bill of material and routing. These questions may be answered at the time of order entry, prior to order entry (in a project or quote) or after order entry (in the project). The order of the questions do not need to have any relationship to the bill of materials. The configurator may also calculate the selling price, create a unique “smart” item number, custom description and text. Simple rules are used to interpret the answers.

Who uses the configurator?
Companies whose products have options. The configurator eliminates the need for part numbers for all combinations of options. The configurator ensures that the pricing and bills are correct. The configurator also keeps statistics on the frequency the options are selected.

In Baan IV, the order balance amount always includes the tax amount. Consequently, the tax amount must be recalculated every time an order line is modified in order to update the balance correctly. If the tax provider is activated, this requires an API call for every re-calculation of tax.

In Infor LN, users can select or clear the new Include Tax in Order Balance check box in the COM Parameters (tccom0000s000) session to indicate whether users want to include tax amounts in the order balance amount. This parameter has an effect on various sessions in Order Management.