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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor ERP Tips & News from the Experts

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

Anthony Etzel

Consulting: Methodology for Infor LX & BPCS Upgrades

Throughout the years, Crossroads RMC has participated in several 4.0.05CD upgrades to LX, from which we had the opportunity to refine our methodology for CEA (Configurable Enterprise Accounting) implementations/upgrades. As a result, we have fine tuned our overall upgrade approach and have been very successful in implementing this approach with our clients.

CEA replaces the green screen GLD module and allows for considerable flexibility in the design of the COA (Chart of Accounts).

Our approach incorporates any changes that are needed in the COA and facilitates the transfer or replacement of Profit Centers and Account Codes from BPCS to LX, building on the existing GL. Among the issues we manage is the conversion of historical GL balances.

We maximize the use of LX and CEA while minimizing the manual effort that gets you there.

Contact Frank Petrasio to discuss how we can help you:

  • Preserve what works in BPCS
  • Optimize what works in LX

with a maximum of respect for your time and budget. Learn more about Crossroads RMC Consulting>

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Anthony Etzel

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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

Cycle Count Orders cannot be directly “back dated” in Baan IV, Baan V or LN, however, there are some work-arounds.

In Baan IV you can do an inventory adjustment and back date. Just set all dates on the adjustment to the date you want and Baan will post the adjustment in that period.

In LN you can do a Cycle Count/ Adjustment and again back date and Baan will post to that period.

 

Unfortunately, there is no work-around for Baan V.

Zero sublevel accounts are posting level accounts. All others are parent accounts. Once the balances have been updated in the child ledger accounts, the parents are automatically updated.

Inquiries and reports can be printed or displayed either by child accounts or by parent accounts. On line drill-down is possible from either child or parent.

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