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

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Infor ERP Tips & News from the Experts

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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan / LN Tip of the Week: Sales Order Returns & Credit Invoices

This tip shows the procedure to process a return sales order and the resulting credit sales invoice.

A normal sales order was completed (200010016) prior to processing the return sales order.

Set up sales order with sales order type of “Return Inventory”.
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A return order requires a return reason.
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The return sales order has all steps automated.
The last step is to produce the invoice in Central Invoicing.
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The invoice is confirmed in Central Invoicing for the amount of the sales order.
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Set up the billing request-Common Tab
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Sales/Rebate Tab
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Process the billing request
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Compose/Print/Post
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Success message
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Sales Credit Invoice
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The original invoice and credit invoice can be viewed in open entries.
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Kathy Barthelt

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Tips:  LX | BPCS | M3

The cycle counting sub-system in Inventory Management determines which items are selected for cycle counting based on the following criteria:

  1. Cycle Counts/Year: The system calculates the cycle count frequency for each item using the "Cycle Counts/Year" field in the Item Master file (optional).

  2. Last Cycle Count Date: If you use locations, this date is found in the Location Inventory file (ILI), and if you don't, it's in the Warehouse Inventory file (IWI).

The system adds the calculated cycle count frequency to the last...

WebTop release 4.8 is NOW AVAILABLE for Infor LX versions 8.3.5 and 8.4.x.

WebTop is a web interface based on green screen code automatically generated using a tool called 'WebTop Studio'. The process of generating the web interface is referred to as "Weblication".

Infor is focused on modernizing and web-enabling Infor LX and this release provides significant improvements to the web-based user experience.
Key features:

  • Grid decorators for advanced customization
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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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