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Anthony Etzel
/ Categories: Infor LX & BPCS Tips

BPCS/LX Tip of the Week: Notes Maintenance Enhancements

The Notes Maintenance feature is made up note programs that are accessible from a central location. The Note Text Maintenance (SYS555), Note Type Maintenance (SYS553) and Multi Language Notes Maintenance (SYS556) programs are all available as menu options.

Instead of having to go into separate programs to maintain note settings, the user can set up print options, specify user documents and customize user security levels for specific notes.

The Notes Maintenance feature provides a way to create, revise, delete, and copy note text that are categorized by note types. The print options in Notes Maintenance permit a user to define documents for which the note is intended. This includes base LX documents and custom documents. 

Finally, the notes program provides a way to define notes by assigning document types. For example, a document type can be created named “Invoice.” A note can then be defined to print on all invoice programs without requiring individual entry.

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Anthony Etzel

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Tips:  LX | BPCS | M3

This program generates an uncosted items listing for the specified facility and cost set. You can use this report as an exception listing to identify those items that are currently maintained at zero cost or new items that require entry prior to cost rollup in Cost Set Rollup, CST500.

If a facility-specific component cost does not exist for a parent being rolled up, zero cost is rolled up for the component. When a new parent item is being rolled up for the first time, the audit report for Cost Rollup, CST500, displays a warning wherever a component cost is zero. Rolling up the parent cost again does not display a message for zero component costs.

Access: Menu CST01

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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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