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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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George Moroses

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Tips:  LX | BPCS | M3

Happy New Year! January is always a great time to reflect on the prior year – what went well, and what didn’t. It is also the obvious time to plan for the coming year – what do I want to accomplish and how can I best achieve my goals?

As the saying goes, “you can’t improve what you can’t measure”, so if you haven’t already, it is time to start putting processes, procedures and programs in place within your company to measure how well each department is doing against their objectives. Start to analyze your numbers and publish them internally. Where are you at currently? Where do you want to be? Seeing both sets of numbers pushes employees to hit those targets. Do this now, and you’ll be seeing positive results before you know it!  

Optimize Your Manufacturing Today!

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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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