Infor LN & Baan Tips & Tricks for EXECUTIVES

FINANCE: Rebuild History for Account Matching (tfgld1218m000)

Use this session to rebuild the ledger account history for account matching. This is particularly useful if you’ve recently defined a ledger account, on which transactions already exist, as a matchable account.

You can specify the fiscal year and period for which you want to rebuild the account matching history.

Note: This session can also be used to remove unmatched transactions if you decide to stop performing account matching for a specific ledger account.

Field Information

Selection Range

• Use Job Reference Date
  If selected, Infor LN uses the Job Reference Date as the basis for rebuilding history data.

• Job Reference Date
  Specifies the date and time used for the rebuild process.
  Enabled only if "Use Job Reference Date" is selected.

• Financial Company
  The financial company for which you want to rebuild a ledger account history.

• Ledger Account
  The specific ledger account to rebuild.

• Fiscal Year
  The fiscal year for which you want to rebuild the ledger account matching history.

OPERATIONS: Copy Customized Product Structure to Standard Structure (tipcs2232m000)

This functionality allows you to copy the product structure of a customized item to a standard item.

Note: When a customized structure is copied to a standard structure, the Customized check box in the Items session (tcibd0501m000) is cleared.

Item Types:

• Standard Items: Identified by a regular item code.

• Segmented Items: Consist of a project code segment and an item base segment (i.e., the customized item’s item code). Segments are defined in the Item Code Segmentation session (tcibd0500m000).

Only components valid for the specified Effectivity Unit will be copied.

Copy Options:

• Target Routing Code
  Enter the code of the standard routing to which the customized structure should be copied.

• Copy Product Structure
  Choose whether to:

  • Copy the entire structure

  • Copy only the first level

  • Perform the copy interactively

• Reference Date
  Only parts of the product structure valid on this date will be copied.

• Copy E-Item Relationships
  If selected, related E-item records will be copied.

• Copy All Components and Effectivity Statements
  If selected, unit effectivity is copied to the standard structure. You can specify the unit.
  Exceptions related to routings and operations (that meet date effectivity) are also copied.

• Alternative Material
  If selected, alternative BOM components are included in the copy.

• Use-Up Material
  If selected, use-up materials from BOM components are included.

• New Item Codes for Existing Standard Components
  If selected, LN generates new item codes for existing standard components in the structure.

• Approve Conversion Factors

  • Selected: LN copies and approves conversion factors for the target item.

  • Cleared: LN copies the factors, but approval must be done manually in the Conversion Factors session (tcibd0103m000).

• Copy to Standard Item Configuration
  If selected, the customized or generic item product structure is copied to the specified standard item configuration.

​Important Note: This option is only enabled if the Use Standard Item for Configuration check box is selected in the Product Configuration Parameters session (tipcf0100m000).Copying is only possible if the product variant is not active in Order Management. Active supply orders linked to the product structure will lose association with sales orders/quotations when the structure is regenerated.

TECHNOLOGY: Authorization and Security: LN REST APIs

In typical LN REST API integrations, permissions and authorizations are not implemented or rarely used. To ensure smooth data exchange and avoid errors, it is recommended to disable the authorization and security settings.

Recommendation:

• In the Authorization and Security Parameters session (tcsec0100m000):

  • Clear the Authorization and Security Enabled check box.

  • Clear all check boxes under Authorization Enable for on the Enabling tab.

Why This Matters:

• Enabling authorization and security without proper setup can lead to errors and blocked transactions during integration.

• For example, work center permissions may interfere with:

  • Creating new shifts

  • Booking machine hours

  • Other automated data operations via the API

Disabling these settings helps prevent disruptions in API-based integrations and simplifies the configuration process.

Kathy BartheltKathy Barthelt

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