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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

Tip of the Week: Ways to Manage the Pain of Losing a Key Employee Before it Ever Happens

  • Sit down with your IT team. Decide how the information will be captured and where it will be stored so that employees have access to it. What software tools need to be used to capture the information? How does it need to be organized? Create a repeatable process to make this easy for your staff.
     
  • Interview the person. Have them talk you through his/her job. What are the things they do every day? What are their biggest challenges? How do they overcome them? 
     
  • Have someone shadow the person for a week. Watch what they do and how they do it. Ask questions. Who does he/she interact with in their department? Outside of their department? Why?
     
  • Find out what tools he/she uses to perform their job? Are there spreadsheets?  Reports within your ERP / outside of your ERP? Separate stand-alone databases? Drawings? Websites? Why does he/she use them?
     
  • Video record how the person does their job. Is their technique critical to “doing it right” the first time and not ending up with a bunch of scrap that you can’t reuse?
     
  • Figure out if the person does anything special on a monthly, quarterly, or annual basis that might not come up during the observation period or interview. 
     
  • Map how he/she uses your business system and how that impacts the rest of the company. Understand both the “what” and the “why”. Without this, new employees may end up figuring out what they need to do, but never understand why they need to do it.

Optimize Your Manufacturing Today!

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Kathy Barthelt

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Tips:  LX | BPCS | M3

This enhancement simplifies access to LX programs that are available through System i Manager (SiM), as well as Workflow for System I (WFi). This provides an easy way to promote common WFi business processes from one LX environment (for example, test or environment) to another LX environment (for example, production). 

LX also provides a set of four-character task codes that can be used within SiM, System i Workspace (SiW), and WFi, for default programs in LX. These predefined LX task codes begin with 0,1,2,3, or 4. Users can specify task codes for their custom programs that are flagged as valid menu options in LX, but these task codes cannot begin with 0,1,2,3, or 4. Users can specify the task codes in Infor LX Object Master Maintenance, SYS625D. This enhancement provides simplified access to LX programs that are flagged as valid menu options in System i Manager and Workflow for System i environments. In SYS625D, The user can also specify task codes in SYS625D for customized programs that are flagged as valid menu options.

Users are no longer limited to backing up or saving files to a tape or diskette.They can now use a Save File (SAVF) to save data and objects. LX programs that perform saves and/or backups were modernized to add a new SAVF option.  

There were numerous places in LX where users are prompted to save a file or library. These screens have options for tape or diskette. Diskette refers to the old 8” diskettes used on System/38. These devices are outdated and virtually obsolete. The current means of saving objects on the IBM i, is through the use of a Save File (SAVF). This compresses the data into a single object that can be saved and is easily transferred between systems.

These objects were modified and/or created for this enhancement:

  • Backup Simulation (FOR630C, FOR630D, FOR630FM, FOR640HT, and FOR630HT)
  • Month End Close (INV903D, INV903FM, INV901C, and INV903HT)
  • Purge YTH/Restore Archived Lots (INV912C, INV912D, INV912DHT, and INV912FM)
  • Purge and Save ITH records (INV932C, INV932D, INV932FM, and INV932HT)
  • Labor Ticket Save (SFC905D, SFC905FM, SFC901C, and SFC905HT)
  • Backup Infor LX Files (SYS700C, SYS700D, SYS700FM, and SYS700HT)
  • Backup Infor LX Programs (SYS710C, SYS710D, SYS710FM, and SYS710HT)
  • Backup Infor LX Source (SYS740C, SYS740D, SYS740FM, and SYS740HT)
  • Save File Name Selection (SYS912D, SYS912FM, and SYS912HT)


Benefit

Use the Backup Simulation to copy a simulation file to a SAVF or tape. Users may want to do this to transfer simulation data from one system to another, from site to site, or to save the data before permanently deleting it from the system.

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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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