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George Moroses

Infor LX & BPCS Tip: Customer Tax Exempt Declarations, SYS160D1

The Customer Tax Exemption Maintenance program, SYS160, allows you to specify customer declarations used by the Customer Order Entry (ORD) and Billing (BIL) applications to apply a tax rate code to specific order lines of an invoice.

With this program, Infor LX can invoice customers without value-added tax (VAT) if one of the following conditions occurs:

  • The cumulated goods amount is less than a maximum value.
  • The goods delivery date is between a predefined range.

Use this program to set up multiple declarations for the same customer but with different company and currency combinations. When you activate the System Automatic Assignment field, this program prevents the start and end dates from overlapping with the dates of other declarations with the same company, currency, and customer combination. The declaration date uniquely identifies each declaration.

Add or maintain customer declarations: Use the Customer Tax Exemption Maintenance selection screen, SYS160D1-01, to add multiple customer tax exemption declarations, or to select a customer declaration to print, view, or maintain.

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Tips:  LX | BPCS | M3

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: LN | Baan

A serialized item is not the same as a unit effective item. A serialized item has a serial number that is used to identify and track individual items, whereas a unit effectivity item has an effectivity unit that provides some information about the item's configuration. However, an item can be both serialized and unit effective.

Optimize Your Manufacturing Today!
 

Often, multiple items are interchangeable even when these are purchased from various vendors. You can use any of these items as material in a bill of material (BOM). If a shortage of a standard material is expected to delay a production order, LN can automatically select one of the alternative materials. You can define up to nine alternative materials for any material in a BOM.

The use of alternative materials has the following advantages:

  • LN can handle material shortages for some items without user intervention.
  • The use of alternative items can reduce the average inventory level.
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