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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 M3 & Movex Tip: What is a Start Page?

Frank Petrasio 0 38939 Article rating: 5.0

The Start page is the initial page that you will see when you open M3 H5.
Start pages provide a way to organize and keep track of tasks and programs. It contains widgets, which can give you quick access to the different features available in H5. The type of widgets to be added, their arrangement, and their size can also be customized.

The Start page can be accessed by clicking the home tab located below the Favorites menu. Start pages are available in both Enterprise and Foundation editions. However, H5 Foundation users will only see a static start page that cannot be configured or changed.

A Start page administrator can configure a default start page or a set of start pages for specific users or groups.

Infor LX & BPCS Tip of the Week: Production History Purge

George Moroses 0 39895 Article rating: 5.0

Did you know that you can clear production history?

JIT900 - Production History Purge

To clear field values from Production History Inquiry (JIT300). Run monthly as Day End Run and Month End Run which clears M-T-D fields.  There is an option to clear the average per hour and maximum per hour fields. This program can be run as often as you wish.

Infor M3 Tip: Personalization Tools in M3: Setting a field to be mandatory

Frank Petrasio 0 42756 Article rating: 5.0

This procedure describes how to make a field mandatory. A mandatory field must be completed by specifying a value. If this field is left blank, the user cannot proceed to the next panel or form.

  1. Go to the detail panel of a program.
  2. Choose the input field that you want to be mandatory. Right-click the field and select Personalize > Enable Mandatory.

Note: An asterisk (*) beside the field indicates that the field is mandatory. To disable the feature, right-click the field and select Personalize > Disable Mandatory.

Partner News - Avalara/AvaTax for Infor LX | BPCS | LN | Baan | M3

Crossroads RMC 0 43845 Article rating: 5.0

Considering tax compliance, but not sure if it’s the right time?

We know that many businesses are facing financial difficulties and need to make hard decisions.

Our partners at Avalara are offering 90 days of free US tax automation for all new AvaTax customers. This means you can implement AvaTax into your Infor product, shopping cart, billing system, etc, without having to pay anything for three months. Learn more>

Tax exempt? Avalara can automate that process too. Focus on what really matters right now, like managing cash flows, and driving revenue initiatives, and leave the tax compliance piece fully automated. 

Infor LX & BPCS Support News

Frank Petrasio 0 44978 Article rating: 5.0

As of December 31, 2021, Infor LX 8.3.3 and earlier, along with ALL versions of BPCS will move to sustaining maintenance.

What does that mean?

If you are on LX 8.3.3 or earlier, or any version of BPCS, your ERP will not be supported by Infor. NO new updates, NO new fixes, regardless of the severity of the issue.

We understand that your situation may not fall into the category of a one-size-fits-all solution, so we are here to tell you that our consultants will work with you to find a solution that works for your people and makes the most sense for your business.

Contact Frank Petrasio to discuss how the latest version of Infor LX can benefit your business. 

800.762.2077 or click here to request a free phone consultation.

Infor LX & BPCS Tip of the Week: Fast Line Entry

George Moroses 0 51130 Article rating: 5.0

LX Order Entry has been enhanced to provide a new Fast Line Entry panel. The new presentation makes traditional order entry faster by reducing the keystrokes necessary to create new lines. It also places the item description on the primary entry line, making it easier to confirm that the desired item has been ordered as each line is validated.

Impact:

ORD700DA – Fast Line Entry
ORD700D2 – Order Line Entry, Quote Line Entry and RMA Line Entry

Tip of the Week: 8 Ways to Improve Production Efficiency in Your Manufacturing Plant

Crossroads RMC 0 70804 Article rating: 5.0

No matter how large or small your manufacturing plant is, efficiency and productivity relative to your capital investment are the keys to maintaining your competitive edge. Wasting time and money is not something anyone wants to do, but manufacturers need to be especially mindful of both and actively work to address any issues that lead to productivity or financial loss.

Source: https://www.onupkeep.com/blog/improve-production-efficiency/

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Tips:  LX | BPCS | M3

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

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
Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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Kathy Barthelt

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