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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 Tip of the Week: Credit Card Processing Within LX

George Moroses 0 27581 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 28625 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 66196 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...

Infor LN & Baan Tip: Did you know? PBOM – Effective Dates

Materials and Manufacturing

Kathy Barthelt 0 64692 Article rating: 5.0

Did you know? PBOM – Effective Dates

Some customers have noticed that when a PBOM is pushed from Engineering to Production, the effective date of the PBOM component lines does not match the effective date of the revision of the PBOM component.

Here is how it works:

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 25153 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>

Infor LN & Baan Tip: Performance Standard Cost

by Infor

Kathy Barthelt 0 64569 Article rating: 5.0

Everything you ever wanted to know about Calculating Standard Cost and Actualizing Standard Cost / Revaluing Inventory (ticpr2210m000 | ticpr2220m000)

Calculating standard cost and re-valuing inventory are important capabilities within your Infor ERP system for a variety of reasons. Sometimes these sessions experience performance issues. Here is a brand new PowerPoint released by Infor to discuss both the functional and technical side of these sessions. Get every last what, where, why, and how answered so that you can improve how these sessions run on your system.

Download Infor PowerPoint>

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for FINANCE: Use of Electronic Bank Statements

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

  1. Convert Electronic Bank Statements (tfcmg5202m000)
    Convert the received bank file to a format that LN can process. LN stores the converted bank statement files in the directory specified in the Path For EBS Archive field of the Bank Relations (tfcmg0510m000) session. In the Pathname EBS File field, you must add the file name. To add the current date to the file name, append a tilde (~) to the file name.

  2. Validate Bank Statements (tfcmg5202m000 / tfcmg5510m000 / tfcmg5511m000)
    Validate the converted electronic bank statement.

  3. Match Bank Statements (tfcmg5210m000)
    Automatically match as many of the imported statements (status Validated) as possible with open items. LN can match the statements with sales invoices, purchase invoices, and anticipated payment documents.

    Matching Options:

    • Match - Surplus on Aging / Unallocated (Default value)
    • Match - Surplus on Unallocated
    • Match - Surplus to be allocated Manually
    • Allow Underpayments
    • Use Payment Difference Tolerance
       
  4. Matching Results (tfcmg2500m100)
    Review the results of the matching process.

    To handle an unmatched amount, you can:

    • Manually add an unallocated payment or receipt line.
    • Reconcile the surplus with remaining open entries of the business partner.
       
  5. Post Bank Statements (tfcmg5210m100)
    Post the bank transactions to the General Ledger.

    Update the business partner’s bank account number and other details in the Bank Account by Pay-by Business Partner (tccom4115s000) session, based on the details read from the bank statement file.
     

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