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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 News You Can Use: LN NAUG Face-to-Face Annual Meeting 2025

May 13-15, 2024 | Chicago Marriott - Naperville IL

Kathy Barthelt 0 8442 Article rating: 5.0

We are delighted to invite you to the 2025 Annual LN NAUG Face-to-Face Event —a special premier event for Infor LN and Baan users of North America. This is your chance to connect with fellow users, share experiences, and shape the future.

  • Learn from the Best: Engage with industry leaders and experts through keynote sessions and panel discussions.
  • Increase your Skills: Participate in collaborative breakout sessions to explore available solutions.
  • Network & Connect: Build relationships with other customers, potential collaborators, and industry pioneers.


Register today to claim Early Bird pricing through March 31, 2025.
https://www.lnnaug.org/events/2025-f2f-annual-meeting 

 

Crossroads RMC AI Business Models: Generative AI Using ChatGPT

Crossroads RMC 0 5748 Article rating: 5.0

The Future is Here: Are You Ready to Embrace AI?

According to Deloitte's State of AI in the Enterprise Report:

  • 94% of business leaders believe AI is critical to their success strategy in the next 5 years.
  • 79% of organizations expect Generative AI to transform their operations within 3 years.
  • 56% are already leveraging Generative AI to boost efficiency and productivity.

AI isn’t just the future—it’s happening now. Where is your organization on its AI journey? Whether you're just starting or looking to expand, we’re here to help you take the next step, together.

We’re excited to introduce our latest professional service, Implementing Generative AI Using ChatGPT. This new service is designed to help organizations effectively leverage the power of generative AI in their operations

Key Benefits of Implementing Generative AI Using ChatGPT by Department

It’s Mid-January, and IT’S GO TIME!

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 5954 Article rating: 5.0

The calendar is fresh, the resolutions are set, and the opportunities are endless!

But before you dive headfirst into tackling your to-do list, take a moment.

Pause.

Now is the perfect time to reflect and plan your ERP strategy.

What’s an ERP Strategy?

An ERP strategy is a roadmap for the steps you should take before, during, and after implementing an ERP system. It’s designed to ensure your ERP delivers on its promise of functionality and success—the backbone of running your business effectively.

Think of it like planning a road trip:

  • Which cities will you visit?
  • Where will you stay?
  • What landmarks do you want to explore?

Without a plan, you’re winging it. While spontaneity might work for a vacation, it’s risky when it comes to your ERP system.

A poorly executed road trip might waste time or cause frustration, but a poorly executed ERP strategy? That can hinder your business growth, create inefficiencies, and lead to costly mistakes.

What if:

Infor LN & Baan Tips & Tricks for Finance: Problem Invoices

Kathy Barthelt 0 44727 Article rating: 5.0

You can use a problem code to indicate that a problem exists for a sales invoice. If the invoice-to business partner notifies you about a problem with the invoice and does not pay it, you can link a problem code to the invoice.

In the direct debits procedure, problem invoices are automatically discarded. For each problem code, you can set an option to prevent linked invoices from being selected on reminder letters.

Infor LN & Baan Tips & Tricks for Technology: Using audit files in the Exchange module

Kathy Barthelt 0 46306 Article rating: 5.0

The audit server logs all database actions that change the contents of a table in so-called audit files. The Exchange module can use these audit files, which are useful in a multisite environment because the databases on all sites must have identical data. These audit files can also be used in data conversions.

Only the updates in a specific period are exchanged, which leads to an improvement in performance. Specify this period in the Export Data (Non-Regular) (daxch0233m000) and Export Data (on a Regular Basis) (daxch0234m000) sessions. Changes such as insert, update, and delete are processed and written into the ASCII files. Actions such as drop, clear, and create tables are ignored.

Audit control data is added to the resulting ASCII file. This data consists of a batchline ID, transaction ID, sequence ID, and an indicator. The control data is added at the beginning of each line and is formatted like other data fields such as the enclosing and separator characters.

An update writes two lines to the ASCII file. One line contains the key fields and old values of the updated fields. The other line contains the new values of the key fields and updated fields, even if a key field does not change.

The batchline ID is used for recognition when processing the ASCII files. The transaction and sequence IDs are used to ensure that the transactions are replayed in the same order as on the exporting site. The indicator defines the type of action that is executed on the table. Use the letter I to insert; use the letter D to delete; use the letter U to update with old values; and use the letter N to update with new values.

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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 Tips & Tricks for FINANCE: Use of Electronic Bank Statements

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

  1. Convert Electronic Bank Statements (tfcmg5202m000)
    Convert the received bank file to a format that LN can process. LN stores the converted bank statement files in the directory specified in the Path For EBS Archive field of the Bank Relations (tfcmg0510m000) session. In the Pathname EBS File field, you must add the file name. To add the current date to the file name, append a tilde (~) to the file name.

  2. Validate Bank Statements (tfcmg5202m000 / tfcmg5510m000 / tfcmg5511m000)
    Validate the converted electronic bank statement.

  3. Match Bank Statements (tfcmg5210m000)
    Automatically match as many of the imported statements (status Validated) as possible with open items. LN can match the statements with sales invoices, purchase invoices, and anticipated payment documents.

    Matching Options:

    • Match - Surplus on Aging / Unallocated (Default value)
    • Match - Surplus on Unallocated
    • Match - Surplus to be allocated Manually
    • Allow Underpayments
    • Use Payment Difference Tolerance
       
  4. Matching Results (tfcmg2500m100)
    Review the results of the matching process.

    To handle an unmatched amount, you can:

    • Manually add an unallocated payment or receipt line.
    • Reconcile the surplus with remaining open entries of the business partner.
       
  5. Post Bank Statements (tfcmg5210m100)
    Post the bank transactions to the General Ledger.

    Update the business partner’s bank account number and other details in the Bank Account by Pay-by Business Partner (tccom4115s000) session, based on the details read from the bank statement file.
     

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