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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 LX | Infor LN | BPCS | Baan | Infor M3

Infor LX & BPCS Tip: Return Material Authorization (RMAs)

The Return Material Authorization process, RMA, controls and monitors the return of goods. Infor LX generates an RMA which mirrors the terms and conditions of the return. You can copy the RMA from a processed invoice or create it independently of an existing order. If you copy an invoice to create an RMA, Infor LX copies only regular lines, not special lines. You can manually add special lines as credits on the RMA. Enter RMAs in the same manner as a customer quote. Like a customer quote, an RMA has no immediate effect on inventory, accounts receivable, sales, or the general ledger. Infor LX then generates a Return Material Document which provides the customer with the authorization to proceed with the return. Internal procedures, return reason codes, and instructional notes on the RMA identify the disposition processing. You can perform credit processing and determine update effects by entering the RMA number and assigning the appropriate order type.

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George Moroses

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Tips:  LX | BPCS | M3

If you plan to use Infor WebTop, the WebTop version 4.7 or above is required when running LX 8.4. Also, acquire and install the latest WebTop 4.7 patches from Infor Xtreme prior to running LX WebTop. WebTop 4.7 can be applied to your existing environments before you install 8.4.0. If this is completed before installing LX 8.4 then the LX install will take care of much of the Webtop server configuration automatically, including installing the LX Webtop metadata, updating WEB_ENV, and including the Webtop Platform library in the INLIBL data area as part of the environment setup. If you choose to install WebTop after the LX 8.4 installation is completed, the “Infor LX 8.4 Webtop 4.7 Configuration Guide” will guide you through all the configuration steps to set up Webtop for your LX environment.

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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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