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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

Anthony Etzel

Consulting: Methodology for Infor LX & BPCS Upgrades

Throughout the years, Crossroads RMC has participated in several 4.0.05CD upgrades to LX, from which we had the opportunity to refine our methodology for CEA (Configurable Enterprise Accounting) implementations/upgrades. As a result, we have fine tuned our overall upgrade approach and have been very successful in implementing this approach with our clients.

CEA replaces the green screen GLD module and allows for considerable flexibility in the design of the COA (Chart of Accounts).

Our approach incorporates any changes that are needed in the COA and facilitates the transfer or replacement of Profit Centers and Account Codes from BPCS to LX, building on the existing GL. Among the issues we manage is the conversion of historical GL balances.

We maximize the use of LX and CEA while minimizing the manual effort that gets you there.

Contact Frank Petrasio to discuss how we can help you:

  • Preserve what works in BPCS
  • Optimize what works in LX

with a maximum of respect for your time and budget. Learn more about Crossroads RMC Consulting>

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Anthony Etzel

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Tips:  LX | BPCS | M3

The Cycle Counting Sub-System Within Inventory Management

The system uses the following information as the basis for cycle counting selection:

  • Cycle Counts/Year: The system calculates the time between cycle counts based on your entry in this Item Master file field for each item (optional).
  • Last Cycle Count Date: This date is in the Location Inventory file, ILI, if you use locations, or in the Warehouse Inventory file, IWI, if you don't.

The system adds the time between cycle counts (calculated as described above) to this date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it is greater than today's date, the item is not selected, it is not due yet for cycle counting.

There is another special condition that causes an item to be selected for cycle counting. If the ILI/IWI record of the item has a Y in the Cycle Flag field, the item is selected automatically. This flag indicates that the item's on-hand balance has gone to a negative value sometime since the last cycle count. That applies even if the value is not negative at selection time. The programs that can set this field are INV500D, INV510, and BIL540.

You can also limit the items selected for counting by specifying limits of the item numbers or warehouses to be searched.

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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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