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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

Get the Latest Porting Set for Infor LN, Baan V and Baan IV

Kathy Barthelt 0 79990 Article rating: 4.5

Porting set 9.3g has been released and is suitable for use by:
• Infor LN customers
• Infor Baan ERP 5.2a customers who have migrated the Infor Baan ERP 5.2a Tools to Infor Enterprise Server 8
• Infor Baan ERP 5.0b and 5.0c customers who have adopted SLM as described in document U8985F US: User's Guide to upgrade to porting set 8.2b or later
• Infor BaanIV c when the conditions for upgrading from the 6.1c.xx porting set line are met.

Infor M3 & Movex Tip: What is a Start Page?

Frank Petrasio 0 38941 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 39903 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 42757 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 43861 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 44986 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 51140 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

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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 Tips & Tricks for TECHNOLOGY: Application Personalization

Users can personalize sessions and apply special formatting to the data displayed in sessions. The personalizations and formatting settings that are specified by the users are stored on the LN server. Administrators can maintain these settings.

  • Session personalizations

    Users can personalize sessions in various ways. users can, for example, hide fields, change labels, customize the toolbar, and move fields to another tab. Administrators can maintain the personalizations defined by the users. For example, an administrator can export personalizations to an XML file, import personalizations from an XML file, and copy personalizations to another user, to a DEM role, or to a company number.

  • Report personalizations

    You can use the Report Designer (ttstppersrep) to personalize the layouts and style of reports, without modifying the standard reports or using an external reporting solution. The changes are stored as personalizations.

    You can also generate new reports that are based on a selection of fields from the application data model. These reports are generated in the extensibility package. You can personalize these reports in the Report Designer (ttstppersrep), or modify them in Infor LN Studio.

    For details, see the Infor LN Report Designer Development Guide
     
  • Conditional formatting

    users can define conditions to apply special formatting to the data displayed in LN sessions. The users can define multiple conditions per session and different types of formatting, such as a specific color for particular fields or rows, and a warning symbol for particular rows. Administrators can maintain the formatting settings specified by the users and can define system-wide formatting settings.

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Kathy Barthelt

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