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Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: What Data Can Be Archived or Deleted?

From time to time, your employees need access to information related to logistical and financial transactions that have occurred in the past. Before you archive or delete this information, you must understand the need for this information. Baan and LN contain standard archiving sessions in the major modules that tend to have a high volume of historical transactions. These sessions are designed to copy historical data to the archive company, and then delete the data from the operational company.

You have three options in archiving sessions:

  1. Archiving and deleting: Data is transferred to the archive company and then deleted in the operational company.
  2. Deleting: Data is deleted in the operational company, but not archived.
  3. Archiving: Data is transferred to the archive company, but not deleted in the operational company.

Using option 1 or 2 makes archiving irreversible. If you archive only, option 3, because you want to preview the results, the archiving can be done a number of times. Usually, in archiving sessions, you can also specify:

  • The date up to which the data must be archived.
  • If texts must also be archived.
  • If texts that already exist in the archive company must be replaced.
     

Want more detail about archiving?

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Kathy Barthelt

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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

What is it?
The configurator consists of a set of features (questions). The options (answers) to these questions then are used to generate the custom bill of material and routing. These questions may be answered at the time of order entry, prior to order entry (in a project or quote) or after order entry (in the project). The order of the questions need not have any relationship to the bill of materials. The configurator may also calculate the selling price, create a unique “smart” item number, custom description and text. Simple rules are used to interpret the answers.

Who uses the configurator?
Companies whose products have options. The configurator eliminates the need for part numbers for all combinations of options. The configurator ensures that the pricing and bills are correct. The configurator also keeps statistics on the frequency the options are selected.
In Baan IV, the order balance amount always includes the tax amount. Consequently, the tax amount must be recalculated every time an order line is modified in order to update the balance correctly. If the tax provider is activated, this requires an API call for every re-calculation of tax.

In Infor LN, users can select or clear the new Include Tax in Order Balance check box in the COM Parameters (tccom0000s000) session to indicate whether users want to include tax amounts in the order balance amount. This parameter has an effect on various sessions in Order Management.
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