Infor ERP Tips and Infor ERP News for Infor LX, BPCS, Infor ERP LX, Infor LN, Infor ERP LN, Baan, Infor M3, and Movex

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 Tip of the Week: Journal Upload – EGLi

George Moroses 0 54223 Article rating: 5.0

EGLi users who maintain journal entries in a Microsoft Excel spreadsheet can use this utility to upload journal entries to EGLi. The Journal Upload installation program adds an Add-Ins tab to Microsoft Excel. This tab includes options to connect to the server where EGLi is installed and to open a spreadsheet template to use for manual journal entry. When the spreadsheet is complete, the Add-Ins tab is used to upload the spreadsheet.

To install Journal Upload:

  1.  The Power-Link Installation page has links to the Client installation programs and a link to download and install the Journal Upload utility. To access this page, use this link with your own values for system and NetLinkport: http://system:NetLinkport/Installs/ClientInstall/Install.html  where system is the server where IDF is installed and NetLinkport is the Net-Link port, typically 36001
     
  2. On the Power-Link Installation page, click the link provided to download and install EGLi Journal Upload.
     
  3. Follow the screen prompts to complete the installation on your PC.
     
  4. To verify the installation, open an Excel spreadsheet. Confirm that the Add-Ins tab is on the spreadsheet. 


See the Infor Enterprise General Ledger for System i Journal Upload Installation and Infor LX Configuration Guide.

Infor LN & Baan Tip: Open Transactions Check – LN 10.7

Kathy Barthelt 0 115981 Article rating: 5.0

When closing a project, users were informed about open transactions blocking the closure process. To proactively check on open transactions, the Show Open Transactions option has been introduced in the Project Status (tppdm6107s000) session. With this option, issues can be resolved before changing the status.

Infor LX & BPCS Tip of the Week: LX 8.4 Enhancement – Company Security for ACR510

George Moroses 0 19231 Article rating: 5.0

This enhancement provides LX Company Security to Invoice Maintenance, ACR510. Only users authorized to the invoice company can view or maintain invoices.

User must be authorized to ACR as a product or ACR510 as an individual program in Security Master Maintenance, SYS600. Additionally, ACR510-01, displays all records, but if the user tries to revise or display a transaction record for a company the user is not authorized to, this error message is displayed: “User is not authorized to the transaction company.”

Infor LX & BPCS Tip of the Week: Item Deletion Option in IDF Enterprise Items

George Moroses 0 23399 Article rating: 5.0

Previously, users were unable to delete items in IDF Enterprise Items when they have inventory balances or the item is connected to ancillary records, such as sales history records. This feature added in LX 8.4 provides the ability to delete an item when sales history records are found but all sales history activity is zero.

When the user attempts to delete an item in IDF Enterprise Items that is tied to a sales history record, the panel displays a message that the item cannot be deleted. The user can then run the Delete Validation Report to determine which records are tied to this item that prevents the validation. If the item no longer has manufacturing activity but had old sales history, the item can be deleted.

Infor LN & Baan Tip of the Week: In Transit Inventory Report – LN 10.7

Kathy Barthelt 0 139712 Article rating: 5.0

A new In-Transit Inventory report can be printed in the Print In-Transit Inventory (whinr1410m300) session. The report provides an overview of company inventory that is on the move and not stored in a warehouse. This concerns only inventory that is transferred from one warehouse to another. Items that are shipped to, for example, customers or projects, or items that are issued to production lines or service departments are excluded.

The report shows item inventory....

First5859606163656667Last

Tips:  LX | BPCS | M3

Tips: LN | Baan

Crossroads RMC

"Apologies, boss, but at the moment, we are unable to contribute to advancing the business."

Infor LX | BPCS | Infor LN | Baan

Imagine delivering this message to your boss or the company president. What would their response likely be? It's improbable that they would respond with, "That's perfectly fine; we can delay implementing this significant initiative that could potentially save us a substantial amount of money and give us a competitive edge. Please let us know when you have the availability to work on it." In reality, they would probably want you to add this new task to your already overflowing to-do list, wouldn't they?

Nonetheless, you'd probably comply because it's the responsible thing to do and it's crucial for the company. But what happens to all the other tasks you were initially supposed to work on? They end up lingering on your to-do list indefinitely.

But what if they didn't have to remain in limbo? What if you could shift your focus to critical projects that propel the business forward while still managing the lower-priority tasks that still need attention? This is where outsourced IT and ERP support services come into play.

Managing ERP systems is undeniably intricate and time-intensive, and staying ahead of issues to identify, prevent, and resolve them before they escalate is essential. Can you truly afford to set aside this critical work for something else?

Crossroads RMC offers a comprehensive range of support services, ensuring round-the-clock coverage, 365 days a year, to handle the most challenging support issues, right down to the most routine ones. Our services encompass everything from software updates and maintaining highly customized environments to diagnosing financial integration errors and investigating discrepancies between your production output and inventory records.

We can tackle any challenge you throw at us, backed by our 38 years of experience working with manufacturers and Infor ERP systems, as well as the satisfaction of our loyal customers.

Our Support Services, Tailored to Your Needs

At Crossroads RMC, we deliver support services with a commitment to open communication, ensuring that your business is supported whenever you need us, whether or not you have a support plan in place.

No support plan? No problem. Just give us a call, and we'll prioritize your business needs and sort out the details later.

To discover more about our popular customized support plans, which streamline support case logging, track support usage, facilitate support meetings, offer live chat support, and provide access to Infor resources, please don't hesitate to contact us today at 800.762.2077.

Infor LX learn more>
BPCS learn more

Infor LN learn more>
Baan learn more>

Print
15623 Rate this article:
5.0
Crossroads RMC

Crossroads RMCCrossroads RMC

Other posts by Crossroads RMC

Contact author

x

Categories