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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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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

This topic describes the definition of temporary unavailability for resources in a calendar.

Use one of the following sessions:

  • Recurring unavailability
    For recurring unavailability, such as national holidays, define the recurrence in the Recurrences (tcccp0143m000) session. Add that recurrence to the applicable calendar and...

Are you on the latest porting set for your version of Baan or Infor LN?

Here are some issues you might run into if you stay on an old porting set too long:

  • Incompatibility because of operating system patches
  • Printing issues because of out-of-date libraries
  • Potential performance issues if binaries are not updated
  • Updating...
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