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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: GRINYA

GRINYA is one of the more complex issues in ERP Finance. GRINYA is the tracking via ledger account of the value of items received on a purchase order that have not been matched to a supplier invoice.

Baan solutions for Baan IV and V were incomplete. To take full advantage of the current GRINYA reconciliation process, check Infor solution #107147, which contains the GRINYA user manual and a link to download the software for your version of Baan. For ERP LN, look at Document Code U8942C US.

It is called User Guide for Reconciliation and Analysis. If you are not running the latest GRINYA solutions, patching will require a good amount of time in filling the Interim tables this solution runs from. Infor has posted several procedural write ups, so check the Support Site and read up before tackling this for the first time.
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Kathy Barthelt

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Tips:  LX | BPCS | M3

FINANCE: Default Billing Reason Code from User Order Class
This enhancement allows users to define a Default Billing Reason Code by User Order Class in addition to the Base Order Class. User Order Classes provide configurability for order processing events and the documents to be printed during those events. This enhancement allows users to configure different Billing Reason Codes for each User Order Class. If no specific code is defined, the system will default to the Billing Reason Code set up for the Base Order Class.

TECHNOLOGY:  Security Manager
New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves, but are only allowed to access regular LX programs if granted authority by an LX security officer.

OPERATIONS: Track all order holds added & released
Enhancement: Order Hold Audit Functionality
This enhancement introduces an audit file to track all holds added or released for customer orders. The audit file includes details for various types of holds: credit hold, margin hold, customer hold, user hold, and credit card hold. All applications that add or release a hold now write an audit record, capturing the user, date, time, and program associated with each hold action.

A new IDF Order Hold Audit Inquiry application allows users to review holds based on various criteria:

  • Hold type
  • User
  • Specific order
  • Transactions for a customer within a date range
  • Other combinations

Additionally, the selected data can be printed if desired.

New LX security type "M" for an LX Security Manager. Authority is similar to that of an LX Security Office (type "S"), but without the automatic authority to execute every LX program, and without the authority to change the authorizations of Security Officers and Security Managers. Users defined as LX security managers have authority to maintain security information for users other than themselves but are only allowed to access regular LX programs if granted authority by an LX security officer.

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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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