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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

Managing IDF for LX Version 06.03.05.84

21-Jun-2019

George Moroses 0 35035 Article rating: 5.0

Read these instructions prior to beginning your installation or upgrade of IDF for LX 8.4. This document also provides current information related to using, installing, and configuring IDF for LX Version 06.03.05. New information will be added to this document as it becomes available. IDF for LX 06.03.05.84 is compatible with LX 8.4 environments.

Updates
21-Jun-2019 – Fix Patch 06.03.05.84.02.01 and SH16143692
Also see Link Manager Fix Level for 06.03.05.84.02.01 for the list of IDF Client fixes.
BMR 80211 Cumulative Patch 84.02.01 includes changes to support Infor’s Java strategy, see the Infor LX IDF Client Runtime Update for Corretto for special instructions on installing this IDF patch.
For information on LX moving from Oracle to Corretto Java see KB 2069811.

22-May-2019 – Fix Patch 06.03.05.84.01.02 and SH16143692
Also see Link Manager Fix Level for 06.03.05.84.01.02 for the list of IDF Client fixes.
MR 79799 Item gets deleted after pick confirm but does not delete after invoice.
MR 79876 Enhancement - Enterprise Item Relationship to PO Lines.
MR 80001 Attributes associated with a business object are not available to be added to a View if the business object is defined as not being allowed on menu.
MR 80004 IDF issues found while testing enhancement to IDF Change.
MR 80037 Extended Amount incorrect for DWM items in IDF Purchase Order Inquiry.
MR 80105 Integrator Translations need to be added to the “Default” card file.
MR 80039 In IDF Power-link listed under Maintain dropdown are IDF Inquiry business objects that are not maintainable in IDF.
MR 80079 Shop Order has wrong labels/descriptions.
MR 80083 Should not allow users to change an item record to DWM if there is active inventory.
MR 80099 Error: "The field TBBT1F is not maintainable" is received when attempting to change Main toolbar buttons for Net-Link from Standard actions only to IDF.
MR 80116 Host print allows selection of Suspended (Inactive) language and does not return an error message.
MR 80117 Orders details in IDF Customers object under Orders tab doesn't show all 9 digits of the Order Number.
MR 80125 Not able to Create Customer when Multi currency flag is OFF.
MR 80194 The Vendor Tax Code and Customer Tax Code do not fully display in Vendor’s Tax tab and Customer's Tax tab in Ming.le Change mode only.
MR 80208 IDF secondary objects are not setWebCapable(True); therefore customizations do not appear in NetLink.

Information and Instructions
New Installs of IDF
If you don’t have IDF installed please refer to the LX IDF 06.03.05 Installation and Upgrade Guide available on the Infor Support Portal for important instructions.

Upgrading existing IDF installations
If you already have IDF installed for LX 8.3.x environments it needs to be upgraded to 06.03.05 prior to adding LX 8.4 IDF environments. Please refer to the...

Analytics Dashboard: Reports are great, but only provide a snapshots of a specific moment

Don’t you need to know what’s happening right NOW?

Crossroads RMC 0 35661 Article rating: 5.0

Get up-to-date views of your data, graphs, charts, you name it!

All the way YOU want it!  All without touching your ERP!

Learn how Analytics Dashboard for Infor LN & Baan works in your unique environment.
Learn how Analytics Dashboard for Infor LX, BPCS, & M3 works in your unique environment.

The Top 5 Benefits of a Manufacturing Execution System (MES)

by PlanetTogether

Anthony Etzel 0 37124 Article rating: 5.0

MES provides the right information at the right time to show the floor manager how to optimize current conditions to improve production output.

Need 5 more reasons why you should invest in an MES system?
Read the full article by PlanetTogether:

https://www.planettogether.com/blog/the-top-5-advantages-of-a-manufacturing-execution-system

Clearly, an MES does more than simply track the amount of product coming off of your production lines. Improving your facility's efficiency begins with accurately recording production, material usage, and personnel time. Crossroads MES accomplishes this feat with ease and precision.

Infor LX & BPCS Tip of the Week: Trim Leading Zero

George Moroses 0 60842 Article rating: 5.0

In LX 8.4, an enhancement has been included to allow for the expanded Company fields to have the leading zero truncated.

To trim leading zeros, CEA515B is called during macro resolution to trim the leading zero based on the position in the Zero Trim file (GZT). The Zero Trim file contains all the company number fields currently defined in the CEA Cross Reference fie (GXM).

This enhancement provides year over year comparison in financial reports and eliminates the need to setup new companies in programs such as Alias Definition. Financial programs trim the leading zero on Company fields, such as Company 010, on subsystem transactions to process as Company 10 during CEA macro resolution. Clients who prefer to retain the Company value as 010 on financial reports can clear the GZT file.

Infor LN & Baan Add-ons: Need a reason why you should barcode your inventory? How about 8 reasons!

Kathy Barthelt 0 33915 Article rating: 5.0

Top Eight Benefits of Barcodes

Barcodes are often overlooked as a method for cutting costs and saving time. A valuable and viable choice for businesses looking to improve efficiency and reduce overhead, barcodes are both cost-effective and reliable.

Crossroads RMC offers RMClabel which can be tied to any data collection system, or run stand-alone. Create barcode labels with 1D

Infor LN & Baan: Data Collection

Be honest. Does your business REALLY operate in real time?

Kathy Barthelt 0 40285 Article rating: 5.0

Do you have up-to-date real-time information on labor, machine time, and parts consumed? How accurate is your data? Can you get an accurate picture of what is going on across your operations at any time?

If not, Crossroads data collection solution should be considered. By combining sessions, eliminating duplicate entries and using available information to complete a transaction, Web Collect, formerly RMC3 extends the Infor LN and Baan applications to ensure efficiencies and timely information flow and reporting. 

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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.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Year-End Processing Checklist for Period and Fiscal Year Closure

The conclusion of the fiscal year is inevitably a hectic period, making it crucial not to overlook essential tasks within your ERP system to ensure a seamless year-end close and set the stage for a successful start to the upcoming year. Below are critical items to include in your comprehensive checklist:

Year-End Close Process:

  1. Remove discontinued items.
  2. Eliminate sold purchase receipts.
  3. Clear lot attributes for sold lots.
  4. Update standard cost based on the current cost field (for environments without Manufacturing only).

Prepare for Year-End Close:

  1. Conduct a comprehensive physical inventory and update quantities before the actual year-end or establish a robust cycle-counting program.
  2. Review and post any applicable sales and purchase invoices/returns.
  3. Prepare users for a year-end push to complete all year-to-date inventory adjustments, receipts, and invoicing.
  4. Determine procedures for handling new year transactions without immediate posting.
  5. Establish new standard costs for the upcoming year (Manufacturing).
  6. Discuss cutoff dates for removing Archived BOMs and Closed/Canceled Mfg Orders (Manufacturing).

Finance Specific Items:

  1. Set up financial periods for 2024 (fiscal, reporting, and tax, as applicable).
  2. Open January period in 2024.
  3. Finalize any outstanding transactions from the current year (2023).
  4. Perform a soft-close for any open periods in 2023.

General Baan/LN Tips:

  1. Issue any pending old sales invoices.
  2. Resolve outstanding financial integration errors.
  3. Establish new integration mapping for 2024 as needed.
  4. Test the mapping in a controlled environment before the new year.
  5. Review and update jobs to ensure they will process in 2024.
  6. Determine, for cash-flow purposes, which purchase invoices won’t be paid until 2024.
  7. Verify that calendars are set up for the new year with holidays correctly indicated.
  8. Check jobs to ensure that any with hard-coded dates will point at the new year.

For additional insights and tips on year-end processing, refer to the relevant documents in the Infor Knowledge Base.

 KB 

 Content 

 1879191  

 Document including step by step procedure, possible error/warning messages, and more (Infor LN) 

 1147023 

 Step by step procedure description (Infor LN)

 1116239 

 Step by step procedure description (Infor LN)

 1117334

 Step by step procedure description (Infor LN; Portuguese)

 1171300 

 Step by step procedure description (Baan IV) 

If you require assistance or have any questions, feel free to reach out to us, and we'll gladly guide you through the necessary steps to ensure a thorough and accurate completion of your year-end processes. Contact us at 1.800.762.2077 or via email at solutions@crossroadsrmc.com. Your success is our priority, and we're here to help.

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