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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan / LN Tip of the Week: Analyzing Inventory Adjustments – 10.6

Want to understand the financial ramifications of inventory changes in LN? 

Analyze Inventory Adjustments in-LN 10.6

Several display and print sessions are available.  In these examples, the item number used is 020000.

1--Adjustment Orders Session

Double click on the order line to get to the Lines detail.

In the Lines session, double click on the item to see the details.
 

The “Adjustment” tab provides the quantities.

The “Price” tab provides the amounts.

Qty of 7 x $398.00 = $2,786.00

You can also get a printout of this session.  Highlight the line and select the print icon.

Select “All.”

Select “Adjustment Orders” and “OK” to continue.

Financial data is on page 2 of report

2--Inventory Integration Transactions

Enter the item, Entity Type From—warehouse, Entity Code From—EQ, and transaction date

The “From” tab displays the quantity and transaction amount

Highlight the line and select “References/Show Integration Transaction”

This will take you to the integration transaction

This session (inventory integration transactions) can also be printed—Highlight the line and select the print icon.

Print selection:

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Kathy Barthelt

Kathy BartheltKathy 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

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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