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

George Moroses
/ Categories: Infor LX & BPCS Tips

Infor LX & BPCS Tip: Inventory Stocking Levels – Warehouses, Locations and Lots…Oh My!

The Infor LX system supports 4 levels of inventory. You can view summaries of stock at each level through the Material Status Inquiry program or through reports. Below are the 4 levels:

  • Item
  • Item + warehouse
  • Item + warehouse + location
  • Item + warehouse + location + lot

The lot number level and/or container of inventory can cross multiple warehouses and locations, for example, item + lot or item + lot + container. Locations exist within warehouses. There is no limit on the number of warehouses, locations, or lots that you can assign to an item.

Multiple Warehouses
You can assign as many warehouses as needed for any item. You can designate each warehouse as allocatable, allowed for order processing, or non-MRP, not used in the MRP netting logic. This allows your business to set up staging areas and quarantined warehouses. The warehouses can be physical or logical warehouses.

Multiple Locations
You can assign as many inventory locations as needed for any item. The location number is six characters long. This allows you to define sub-locations within a location, which can be an aisle, bin, or row.

The system stores item-warehouse combination inventory and allocation data. Optionally, sales history is available by item and warehouse in sales by units for the past twelve months. Total monetary amounts of sales by warehouse are also available in year-to-date, the last twelve months individually, and previous year-to-date.

Lot Inventory
On an item-by-item basis, the system requires the input of and performs tracking of lot numbers by inventory transaction. The system supports forward and backward lot traceability. The system provides inquiries and reports for the stock, allocation, and movement of inventory by lot. The system also automatically supports shelf life, expiration date, and reject data for each lot. The system automatically uses the expiration date in this allocation logic and MRP logic.

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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

In Baan IV, tax exemption processing is supported only on sales orders for non-tax provider users.

In Infor LN, tax exemption certificate processing is also performed for purchase orders, and for sales orders if users use a tax provider.

Users can define tax-exemption certificates in the following sessions:

  • Tax Exemptions for Sales (tcmcs1142m000)
  • Tax Exemptions for Purchasing (tcmcs1560m000)
  • Register Warehouse for Tax Exemptions (tcmcs1561m000)

 

When a finalization run is aborted and in the batches selected for this finalization run are transaction types having the update mode finalization, you must use the Restart Finalization Run session. This session can be found in the Transaction Processing menu of the General Ledger Module of the Finance Package.
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