Please Wait a Moment
X

Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Infor LX & BPCS Materials Tip of the Week: Drop Shipments

George Moroses 0 31195 Article rating: 5.0

Infor LX provides a tightly integrated drop shipment processing capability. The product supports the creation, tracking, and management of customer drop shipment orders via the Order Management, Purchasing, and Billing applications.

The order processing professional initiates drop shipments during customer order creation. You can designate any order line for drop shipment if it meets user-defined drop-ship controls. If you designate a line as a drop-ship line, the system automatically creates a drop-ship request in purchase order processing.

When a buyer responds to a drop-ship request and creates a purchase order, Infor LX

Infor LX & BPCS Finance Tip: AR Aging

George Moroses 0 30078 Article rating: 5.0

An ACR system parameter allows you to specify whether to measure invoice age from the date on which you create the invoice, invoice date, or the date on which the invoice is due. You can set up a separate terms code for each customer on the system to set the basic terms of payment for that customer. For example, this term could specify the number of days an invoice can be due before it is considered past due and the number of days that a discount is available. The system uses the terms code data to...

Infor LN & Baan Finance Tip: What Can You Do in the Financial Statements Module?

Kathy Barthelt 0 70381 Article rating: 5.0

In the Financial Statements module, you can:

  • Define financial statements, and link a structure of child statement accounts and parent statement accounts to these financial statements.
  • Link ledger accounts and/or dimensions to the statement accounts.
  • Link cash flow reasons to cash flow statement accounts.
  • Export financial data to FST reporting tables.
  • Print reports directly, or use the BIRT report functionality to print to PDF, HTML, and export to Excel or Word.


Data drill down in financial statements - You can...

Infor LN & Baan Manufacturing Tip: All About Routings

Kathy Barthelt 0 67970 Article rating: 4.0

The planning data for the method of manufacturing is defined in Routing. A routing consists of operations, with each operation identifying the last to be carried out in a work center and/or on a certain machine defined for a specific site.

Routings can be as follows:

  • Standard Routing - A generic routing that can be attached to multiple items
  • Item specific - A routing that is applied to one item
  • Network routing - A routing containing sequentially ordered operations and parallel operations
  • Order quantity dependent routing - A routing that is defined for a specific quantity of items

You use the Routing module to record routings for manufactured items. You can define the following:

Infor LX & BPCS Manufacturing Tip: Backward Scheduling

George Moroses 0 28529 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 LX & BPCS Tip: What is IDF and how could it make my life easier?

George Moroses 0 30118 Article rating: 5.0

The Infor Development Framework (IDF) re-architects the way a user interacts with the application. IDF provides an efficient, task-oriented process to view application information that is contained within Infor LX. IDF enables users to configure their view of the application data without modifying the core application and its supportability.

The examples below describe how users can configure their display of data and maximize overall productivity:

  • Arrange application information into multiple groupings and sequences that make sense for the job.
  • Hide information that does not apply to a particular job or task.
  • Filter records to show only the information that applies to the job or task that the user is performing.
  • Customize the information for an individual user, for a group of users, or for all users.
     

Infor LN & Baan Tip: Deleting Records

Kathy Barthelt 0 69629 Article rating: 5.0

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving and the corresponding Baan IV/V Guides describe several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table, a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

Are ERP System Blockages Thwarting Your Progress?

Kathy Barthelt 0 28627 Article rating: 5.0

After a week of blocking the Suez Canal, the now-famous cargo ship, Ever Given has been freed from the 27,000 cubic meters of sand and mud that were surrounding the ship. Supply chains are flowing again. I for one am very glad to hear that the ship has been freed since coffee, toilet paper and a whole host of other items were being held up! In all seriousness, it was and is a crisis that will have ripple effects on the global economy.

As I often do, I started to relate this crisis to the world of ERP that we live in. Although we are not responsible for dealing with a situation like what happened in the Suez Canal, we all deal with problems in our jobs every day. Some of these problems are small, and some are not so small. Some problems are caused by human error, some by prevailing winds that blow us in a particular direction, and some by circumstances out of our control. It is what we do about the problems we encounter that make all the difference. We could bury our heads and hope the problems somehow go away on their own, or we can take action and do something to bring about the change necessary to get past the blockage.

I see “blockages” every day in working with my customers. Sometimes it is a lack of understanding of best practices in a given department, or a reliance on tribal knowledge that determines how and why something is done in the system, or inefficient manual processes destroying a company’s efficiency, or hundreds (or thousands) of customizations standing in the way of an upgrade, or employees labeling an ERP system as “no longer a fit” when their company is only using 10% of the available functionality in the system.

So, maybe today we could focus on what it would take to remove the “blockage” that we have in our way. What benefits could we realize if we worked together to bring about incremental change? Could we actually get that upgrade done? Could we start operating based on industry-leading best practices? Could we increase our market share? Could we decrease our costs and boost our revenue? All of this is possible.

Contact me today so that we can begin to work together to solve the problems that stand in the way of your progress.

solutions@crossroadsrmc.com or 800.762.2077

First4445464749515253Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

  • Use Job Reference Date
    If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

  • Job Reference Date
    Specifies the date and time used for the rebuild process.
    Enabled only if "Use Job Reference Date" is selected.

  • Financial Company
    The financial company for which you want to rebuild a ledger account history.

  • Ledger Account
    The specific ledger account to rebuild.

  • Fiscal Year
    The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

  • Standard Items: Identified by a regular item code.

  • Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

  • Target Routing Code
    Enter the code of the standard routing to which the customized structure should be copied.

  • Copy Product Structure
    Choose whether to:

    • Copy the entire structure

    • Copy only the first level

    • Perform the copy interactively

  • Reference Date
    Only parts of the product structure valid on this date will be copied.

  • Copy E-Item Relationships
    If selected, related E-item records will be copied.

  • Copy All Components and Effectivity Statements
    If selected, unit effectivity is copied to the standard structure. You can specify the unit.
    Exceptions related to routings and operations (that meet date effectivity) are also copied.

  • Alternative Material
    If selected, alternative BOM components are included in the copy.

  • Use-Up Material
    If selected, use-up materials from BOM components are included.

  • New Item Codes for Existing Standard Components
    If selected, LN generates new item codes for existing standard components in the structure.

  • Approve Conversion Factors

    • Selected: LN copies and approves conversion factors for the target item.

    • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

  • Copy to Standard Item Configuration
    If selected, the customized or generic item product structure is copied to the specified standard item configuration.

Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.


TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

  • In the Authorization and Security Parameters session (tcsec0100m000):

    • Clear the Authorization and Security Enabled check box.

    • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

  • Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

  • For example, work center permissions may interfere with:

    • Creating new shifts

    • Booking machine hours

    • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

Previous Article Infor LN & Baan Tips & Tricks for TECHNOLOGY: Authorization and Security - LN REST APIs
Next Article Infor LN & Baan Tips & Tricks for EXECUTIVES
Print
5411 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Contact author

x

Categories