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

Anthony Etzel

Dive Into IDF for ERP LX! - Part 2

Learn all this and more in our webinar -Thursday, March 20th at 1:00 PM Eastern / noon Central.

Presenter: Nick Olson, Crossroads RMC Solutions Consultant

In this session, we will explore customizing the User Interface:

  • Want to see only the objects you need?
    • Build a Card!  
  • Constantly recreating the same filter row criteria?
    • Build it into a Subset!  
  • Too many irrelevant or not enough pertinent columns of data?
    • Build a custom View!  
  • Need to draw attention to a particular piece of information?
    • Build a Presentation Scheme!  
  • Tired of scrolling back and forth to see key data?
    • Freeze columns!  
  • Need to add and view attachments?
    • Build an Attachment Viewer Card!

Register TODAY: https://ibmi.workoutloud.com/Event/dive-into-idf-for-lx-part-2

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Tips:  LX | BPCS | M3

Tips: LN | Baan

You can move monthly periods to a different parent period. For example, if you have a monthly calendar, you can create quarter periods and move months to the quarters.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group.
  3. Click the Calendar tab.
  4. Open the calendar for which you want to move periods.
  5. Click the Hierarchy tab.
  6. Select the periods to move.
  7. Select Actions > Move.
  8. Select the new parent period under which you want to move the periods.
  9. Click OK.

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