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George Moroses

Infor LX/BPCS Tips & Tricks for EXECUTIVES

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips:  LX | BPCS | M3

Previously, a user was able to complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600.

This enhancement verifies the user security settings that were set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and complete the cost transfer process. This enhancement provides security in CST920 that prevents incorrect cost transfers from being processed.

Optimize Your Manufacturing Today!

This enhancement provides a method to post material, labor and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

The benefit this program provides is the ability to post detailed material, labor, and overhead values during inventory posting to the general ledger to meet financial reporting requirements. It also helps isolate import and transport cost elements required by some countries. Global companies with intercompany purchasing are able to isolate material costs so that it is eliminated at a consolidated level.

Optimize Your Manufacturing Today!

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Tips: LN | Baan

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

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