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George Moroses

Infor LX/BPCS Tips & Tricks for 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.

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George Moroses

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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

Seems obvious – you want real time data and you want it to be accurate. Do you have the systems in place to allow for this?

Here are 4 reasons you need a data collection system:

  1. See the differences between actuals and standards
  2. Determine the source of project overruns
  3. Prevent mis-shipments to customers
  4. Avoid unnecessary reordering of parts

An automated data collection system will analyze your current data, allowing you to efficiently optimize your manufacturing and the benefits will be huge and far reaching.

Optimize Your Manufacturing Today!

Do you have a strong relationship with your suppliers? Do they know your every need/want? No? Well, why not?  

The key to any good relationship is communication. Have you established clear and consistent communication with your suppliers? Consider establishing a way for both of you to share information with each other electronically.

A portal is a good way to achieve this. Documents can be shared, updates on deliveries can be communicated with ease, and changes that can affect both your operations and theirs can be communicated efficiently and effectively.

Optimize Your Manufacturing Today!

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