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Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

M3/Movex Tip of the Week: Year-End

Frank Petrasio 0 14404 Article rating: 5.0

Year-End is always a busy time!

So busy that it's easy to forget things that must be done in your ERP system to close out the year properly and set you up for a good start to the following year. Here are some things to add to your to-do checklist.

The year-end close process provides an opportunity to:

Infor M3 & Movex Tip of the Week: Views & Sorting Orders

Frank Petrasio 0 16416 Article rating: 5.0

One of the most common complaints from M3 users is that the wrong information is displayed on B (list) panels, or it is displayed in the wrong order. M3 provides a tool that allows users to personalize the display so only relevant information is seen without programming assistance from IT.

It is divided into two components:

Infor M3 Webinar: Consumer Use Tax 101: What's all the fuss about for manufacturers and distributors?

Frank Petrasio 0 15991 Article rating: 5.0

You are invited to a Zoom webinar.

Date/Time: Wednesday, October 14th 10:00 a.m. CDT / 11:00 a.m. EDT
Topic: Consumer Use Tax 101: What's all the fuss about for manufacturers and distributors?

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

We brought in our partners at Avalara to dive in. For this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

  • The events that can trigger consumer use tax requirements
  • The most common consumer use tax management challenges
  • The impact of economic nexus laws on consumer use tax
  • How your business can step up compliance to avoid being audited


This will be one ‘use-ful’ webinar that you won’t want to miss!

Register Today>

Infor M3 & Movex Tip of the Week: What inbound and outbound BODs are available for M3?

Frank Petrasio 0 16733 Article rating: 5.0

Outbound BODs from M3 to integrated applications
This table shows the BODs that are available with Infor M3. Where the product column is blank, the BOD is not currently used by interfacing products, but the BOD is generated by M3 and is available to be processed through ION and any application that is set up to receive it.

Read the full list of outbound and inbound BODs from M3 to integrated applications>

Infor M3 & Movex Tip of the Week: What are M3 Web Services?

Frank Petrasio 0 17491 Article rating: 5.0

M3 Web Services Server is the runtime engine for M3 Web Services, which are wrappers for the business functionality provided by supported backend applications such as M3 Business Engine.

The M3 Web Services Grid Management pages provide some basic administrative capabilities. For example, you can view deployed web services, check the server setup for errors, do some basic configuration management, and manage web service security.

To create your own web services, you must also install the M3 Web Services Designer component, which allows you to design, model, deploy, and test web services.

Infor M3 & Movex Tip: What is a Start Page?

Frank Petrasio 0 21120 Article rating: 5.0

The Start page is the initial page that you will see when you open M3 H5.
Start pages provide a way to organize and keep track of tasks and programs. It contains widgets, which can give you quick access to the different features available in H5. The type of widgets to be added, their arrangement, and their size can also be customized.

The Start page can be accessed by clicking the home tab located below the Favorites menu. Start pages are available in both Enterprise and Foundation editions. However, H5 Foundation users will only see a static start page that cannot be configured or changed.

A Start page administrator can configure a default start page or a set of start pages for specific users or groups.

Infor M3 Tip: Personalization Tools in M3: Setting a field to be mandatory

Frank Petrasio 0 25472 Article rating: 5.0

This procedure describes how to make a field mandatory. A mandatory field must be completed by specifying a value. If this field is left blank, the user cannot proceed to the next panel or form.

  1. Go to the detail panel of a program.
  2. Choose the input field that you want to be mandatory. Right-click the field and select Personalize > Enable Mandatory.

Note: An asterisk (*) beside the field indicates that the field is mandatory. To disable the feature, right-click the field and select Personalize > Disable Mandatory.

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Tips:  LX | BPCS | M3

Master Scheduled Items are those items that are finished goods, or service items, that receive their requirements either specifically from Independent demand, or both Dependent and Independent demand.

  • Independent Demand is demand that cannot be calculated from higher-level demand in the product structure, and therefore must be either a forecast or an actual customer order (Finished Goods or Service parts sold to customers).
  • Dependent demand.....
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Tips: LN | Baan

How do I assign an unallocated payment to a purchase invoice when the document dates are not the same?

When trying to assign an unallocated payment, it is possible that the purchase invoice is not displayed in session Assign Unallocated / Advance Payments to Invoices (tfcmg2106s000), even though it is showing in the open entries. This can happen when the document date of the unallocated payment lies before the document date of the purchase invoice you want to assign it to. There are 2 ways to handle this...

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