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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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George Moroses

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Role-Based Security

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips:  LX | BPCS | M3

Web Services can be very helpful for LX users to obtain updated information directly from the source, for example:

  • LX users can use a web service to request a stock check on an item for which they are going to issue a purchase order. Users can get item availability and updated pricing before placing the order.
  • LX users can also use a web service to get real time shipping charges from UPS, Fed Ex, etc. Once the user selects the appropriate freight charge, it can be added to the customer order while the order is being placed over the phone.

Optimize Your Manufacturing Today!

BPCS/LX Tip of the Week: At a Loss?

Loss of Key Experienced Personnel– More and more of the original “super users” have changed jobs, or retired. In their place are skilled individuals who may have been trained to execute specific tasks, but lack the experience required to respond to new and unplanned business needs and opportunities. As a result, decisions are made that may cause unintended problems. 

What is the best way to deal with this BEFORE the problem occurs? Read our blog to find out:

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Tips: LN | Baan

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

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