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Infor ERP Tips & News from the Experts

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

Anthony Etzel

Lunch & Learn Webinar for BPCS & LX

The Secret to Making Plans Happen


Lunch & Learn Webinar for BPCS & LX! 
- The Secret to Making Plans Happen -

Your business doesn’t run without the right people and processes in place, but in order for people to manage the right things at the right time, they need tools... the RIGHT tools. 

The secret to making plans happen is using a tool that improves the effectiveness of buyers, planners, schedulers, and supervisors. The secret is OTTO.

Learn about how OTTO can benefit your business and make YOUR plans happen.

Did you miss the webinar? Click below to watch the recording.

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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

Instead of sharing tables through logical linking, you can replicate table content between companies. This approach allows certain non-key attributes of a record to vary by company. For example, if you replicate bills of materials rather than sharing them, each company can associate a different warehouse with the same bill of material. This way, the bills of materials are consistent across companies, while the warehouses can differ.

Replication also enables selective availability of records in other companies. For instance, when replicating items, you might limit which items are available in a sales company based on their item group, only including end items. You can further refine replication to specific subsets, such as particular item groups.

Keep in mind that replication requires any referenced tables to be either replicated or shared as well.

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