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Anthony Etzel
/ Categories: ERP News, Event / News, IDF

IDF: Defining the Attributes for a New Object

Attributes are the fields you define in your System i file.

You can begin by building your attribute list in Integrator by synchronizing the object with the host. This process reads the file definition from the System i and builds your list of attributes. The synchronize process will automatically run and read the definitions for the first occurrence of this file name within the library list. You can repeat this process manually multiple times if you change the file definition on the host by using the ‘Synchronize with Host’ option. However, the synchronization process will not recognize changed field names.

Non on key field attributes: The integrator requires a unique key for each object. If the host file already has a key, the synchronization process will automatically identify fields as part of the key as well as add a sequence number to multiple key parts. If the file does not have a unique key, you must either create a keyed logical file or identify the key manually. Key fields are the default sort order for all list views for an object.

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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

Sales quotations are used to supply a sold-to business partner with the required details to make a purchasing decision.

You can create a sales quotation in response to a request for quotation (RFQ) from a business partner, or as a sales tool to initiate the sales process with potential business partners. A quotation includes the dates, terms, items, or item descriptions to be sold, and a success percentage, which reflects the level of certainty that the quotation will be accepted. Sales quotations are included in the planning modules based on their success percentages. Quotations with a high success percentage are considered as sold.

You can print and send quotations to business partners. You can specify the results of the returned quotations in Sales. If the quotation is not accepted, you can...

In the Financial Statements module, you can:

  • Define financial statements, and link a structure of child statement accounts and parent statement accounts to these financial statements.
  • Link ledger accounts and/or dimensions to the statement accounts.
  • Link cash flow reasons to cash flow statement accounts.
  • Export financial data to FST reporting tables.
  • Print reports directly, or use the BIRT report functionality to print to PDF, HTML, and export to Excel or Word.


Data drill down in financial statements - You can...

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