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George Moroses

Infor LX/BPCS Tips & Tricks for FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

Use this session to to define which fields must be audited, and when they must be audited.

Note: 

  • It is not required to define the fields that must be audited. Only if not all fields in a table must be audited, you must specify the fields that must be audited. You can only specify fields for a table for which you selected Specified in the Field Selection field of the Audit Tables by Profile (ttaud3120m000) session. If you selected All in that field, all fields in the table are audited, and no fields can be specified.

  • For a detailed explanation of the relation between audit type and field specification, refer to the section How to determine the net result of the audit configuration in the Audit Configuration Management topic.

  • The audit functionality uses the positive approach, which means that you can only specify which tables and fields must be audited, but not which tables and fields must not be audited. Therefore, through the appropriate menu, commands are available to load all (key) fields. You can then delete the fields you do not require.

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