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George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX & BPCS Tip: Infor LX & BPCS Cycle Counting Selection Process

The cycle counting sub-system in Inventory Management determines which items are selected for cycle counting based on the following criteria:

  1. Cycle Counts/Year: The system calculates the cycle count frequency for each item using the "Cycle Counts/Year" field in the Item Master file (optional).

  2. Last Cycle Count Date: If you use locations, this date is found in the Location Inventory file (ILI), and if you don't, it's in the Warehouse Inventory file (IWI).

The system adds the calculated cycle count frequency to the last cycle count date. If the result is less than or equal to today's date, the item is selected for cycle counting. If it's greater, the item is not due for cycle counting yet.

Additionally, an item is automatically selected for cycle counting if the Cycle Flag field in the ILI/IWI record contains 'Y.' This flag indicates that the item's on-hand balance has gone negative since the last cycle count, even if it's not negative at the time of selection. The programs INV500D, INV510, and BIL540 can set this flag.

You can further narrow down the selection of items by specifying item number or warehouse limits.

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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

Project templates are useful because you can specify all of the information that you would normally want to include when creating a new project such as project structure, budget, and so on.

In Baan IV/V, project templates do not exist, but you can set up a project template by creating a regular project, and setting the status to simulated or free. This is done so that the project does not create plans. Under this scenario, you can easily copy one project to another.

In LN, when you create a new project, a template can be used as the starting point. This is similar to copying a normal project, but unlike normal projects, no costs or revenues can be posted on a template.


In ERP LN, users can define a distributed business partner organization by defining parent business partners to link the business partners with different roles.

In Baan IV, users can define a distributed business partner organization in the Maintain Concern Structure of Trade Relations (tccom3101m000) session.

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