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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 LN & Baan Tip of the Week: Customer Requested Delivery Date – 10.7

Kathy Barthelt 0 115427 Article rating: 5.0

The Use Customer Requested Delivery Date parameter has been introduced in the Sales Order Parameter (tdsls0100s400) session, which is used to track the customer’s requested delivery date.

If this parameter check box is selected, various additional date fields become available to track the customer Initial Requested Delivery Date and the Original Promised Planned Delivery Date.

Why should you consider Crossroads RMC’s data collection solution for Infor LN & Baan?

Let our customers tell you:

Kathy Barthelt 0 32495 Article rating: 5.0

“Improving the efficiency of all our operations is key to our ongoing success. Crossroads RMC’s Data collection solution clearly can help us on an ongoing basis, and it offers immediate improvement and a foundation we can continue to build on." IT Manager, Magnesita

Learn More About Crossroads RMC's Data Collection - WebCollect, formerly RMC3

IDF News: Making modifications to IDF programs or files

George Moroses 0 33659 Article rating: 5.0

If you are making modifications to IDF programs or files, it is a good idea to create your modified objects in a test library that you create for this purpose.

The test library should be added to the top of the library list just after the temporary library QTEMP so your modified objects are found instead of the standard IDF objects. This test library allows you to make changes and test them, or to continue running in this mode permanently without actually replacing the original objects. This test library also helps you to isolate and control your modifications when applying patches from Infor.

Motivate Your Infor LX & BPCS Team with Dashboards

BrightGauge blog

George Moroses 0 34501 Article rating: 5.0

"Using real-time dashboards, you can hold everyone accountable to KPIs on a weekly basis so nothing falls through the cracks. Customers stay happy and you know what's going on at all times while keeping your whole team on the same page." (BrightGauge blog, February, 2018)

Leverage dashboards to help ensure all aspects of your business are covered.Crossroads RMC provides real-time dashboards to display virtually any aspect of your ERP data. Use the standard dashboards, or create your own! 

Learn more about Analytics Dashboard>

Contact Anthony Etzel to discuss how dashboards can immediately benefit your company this year!

Learn how MES can benefit your company in 2020 by simply doing all of these things...

George Moroses 0 34276 Article rating: 5.0

Do your users have an easy way to do all of these things? If not, you should learn how MES could benefit your company in 2020!

  • Schedule work from a work center to a specific machine or work area.
  • Re-sequence work and split for better flexibility in scheduling shop floor activities.
  • Receive work schedules electronically as well as interacting with it by reporting transactional activity.
  • Electronically display drawings, process instructions, and quality instructions to eliminate (or minimize) the need for paper on the shop floor.
  • Pass shop floor transactional activity to dashboard displays as well as your ERP system.

Learn more about Crossroads MES>

Infor LX & BPCS Tip of the Week: What is EGLi?

George Moroses 0 57551 Article rating: 5.0

EGLi provides Infor LX Configurable Enterprise Accounting (CEA) functionality including Advanced Transaction Processing (ATP), a configurable ledger, and batch transaction processing in the IDF architecture.

EGLi is a complete replacement for CEA. Infor LX applications integrate with EGLi, and subsystem transactions generated in Infor LX are used to create journal entries in EGLi. The Infor LX integration system parameters allow you to specify whether CEA or EGLi is your primary financial product.

We recommend that you select CEA while you test the integration. The primary financial product flag and the CEA migration programs are designed to assist existing CEA clients with their implementation of EGLi. Journals are produced in both GL systems so you can verify that the data in both GL systems are the same. This integration includes migration programs that copy your existing CEA files to corresponding EGLi files. After you run the migration programs, EGLi should be configured and ready to use. If you are already running IDF via Ming.le or SiW, before you install EGLi, you will need to see the Ming.le integration guide for instructions on how to export EGLi tasks from IDF to SiW/Ming.le.

Learn More > Infor LX Integration Guide for Enterprise General Ledger

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Tips:  LX | BPCS | M3

Improves control over PO costing changes during invoice entry by replacing passive warnings with an intentional override action.

  • In ACP500D3 (Invoice Entry PO Costing), users previously could unintentionally accept changes by pressing ENTER, even when quantity to cost or amount to cost values had changed.

  • A new “F14 to Override” warning message replaces the old message:
    “Details have changed. Press enter again to accept data.”
    This ensures users acknowledge and confirm significant changes explicitly.

New System Parameter:

  • “Apply GRN Costing Tolerance for PO Costing” (optional):

    • Within tolerance: Displays the original message —
      “Details have changed. Press enter again to accept data.”

    • Outside tolerance: Triggers the new override requirement —
      “F14 to Override”

Benefits:

  • Enhances oversight and reduces unintentional cost acceptance.

  • Enables better control of PO costs when invoice details differ from expectations.

Last

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tip: Sales Quotations

Sales quotations are used to supply a sold-to business partner with the required details to make a purchasing decision.

You can create a sales quotation in response to a request for quotation (RFQ) from a business partner, or as a sales tool to initiate the sales process with potential business partners. A quotation includes the dates, terms, items, or item descriptions to be sold, and a success percentage, which reflects the level of certainty that the quotation will be accepted. Sales quotations are included in the planning modules based on their success percentages. Quotations with a high success percentage are considered as sold.

You can print and send quotations to business partners. You can specify the results of the returned quotations in Sales. If the quotation is not accepted, you can specify the reason for failure and the competitor who won the quote. If the business partner accepts the quotation, you can transfer the quotation to a sales order and specify the reason for success.

Sales quotation procedure - The normal sales quotation procedure includes the creation, printing, specification of results, and processing of sales quotations.

Additional processes - A number of processes do not always occur in the sales quotation procedure, but can be used optionally, such as ATP and CTP checks, creating alternative quotation lines, and copying bill of material components to a sales quotation.

Inserting items from a catalog - You can add items from a catalog to a sales quotation.

Product variants -  You can configure or link product variants for generic items on the sales quotation line.

Price stages - You can link a price stage to a sales quotation line. When processing the quotation to a sales order, the price stage is copied from the quotation line to the sales order line. Sales order lines can be blocked based on the price stage.

Material price information - You can link material price information to a sales quotation line. As a result, the (document line) price on the sales quotation line includes material prices.

After-sales services -  You can specify the after-sales services that will apply to a sold item after delivery. When processing a quotation to a sales order, the after-sales service data is copied from the sales quotation to the sales order.

Project pegging in sales - To identify costs, demand, and supply for a project, you can peg project costs for sales quotation.

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