Infor LX/BPCS Tips & Tricks for EXECUTIVES
Operations and Technology:
New IDF Inquiries
Infor LX has a long history of providing IDF inquiries over most critical business areas, but there are still some areas that lack this capability.
The following IDF inquiries are now available in 8.4.2:
- Customer Quote
- Customer Quote Line
- RMA (Return Material Authorization)
- RMA Line
Benefits
- Ability to sort, subset, filter, and view information in a modern and intuitive way
- Point and click navigation to related information – 360 views
- Exceptional personalization and extensibility capabilities
Finance: Enhancement Summary: Tax Code Table Window (WINZRTD)
Overview
A significant enhancement has been introduced to the Tax Code Table window (WINZRTD) to improve usability, accuracy, and customer support capabilities within the Finance module. This update includes new tax rate visibility features, streamlined prompts, and an improved integration across the Order Entry and Purchase Order modules.
Enhancements Introduced
1. Tax Code Table (WINZRTD)
- Added ‘Total Tax Rate’ column to window to accumulate the tax rate based on effective date for each tax code defined in Tax Rate Table Maintenance (SYS150).
- Added 10=Tax Rate Code listing
- Subsets data by item tax codes when called from Order Line Detail (ORD700D3) and customer tax code is entered in Order Entry - Tax, Currency, Payment (ORD700D9-06).
2. Tax Rate Code Table (WINZRCD)
- Updated to display effective tax rate based on today’s date.
3. Order Entry (ORD700D9-06)
- Tax Rate Code literal changed to Tax Code
- Updated Tax Code prompt to Tax Code Table (WINZRTD)
4. Purchase Order (PUR500-09 / PUR600-09)
- Updated Item Tax Code prompt to Tax Code Table (WINZRTD)
Conclusion
The improved Tax Code Table (WINZRTD) functionality enhances tax visibility and accuracy across financial transactions, simplifies tax rate lookup, and empowers front-line users with better tools to support customer inquiries.