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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip of the Week: The RFQ Comparison Workbench in LN 10.7

The RFQ Comparison Workbench (tdpur8366m000) session has been introduced to compare bidder responses and select the best deal from the existing combinations. The bidder combinations are displayed based on the total amounts or the criteria set defined on the selected request for quotation (RFQ). Users can use the session to:

• Filter the best response from the suppliers or bidders

• Determine the best responses based on Total Amount

• Determine the best responses based on Criteria Set

This session can be started from a specific RFQ or from the RFQ tab in the RFQ (tdpur8310m000) session. Initially, the session is not available on the menu, but users can add it to the menu.

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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

Customer Defined fields are fields that can be added to tables, screens, reports, and BODs. Validation and calculation logic can be defined around those fields. This gives you great added capability and flexibility… however, are you aware of the limitations of using CDFs?

  • You cannot define customer-defined fields for tables within Tools (the tl and tt packages).
  • External integrations.....

To clear out the balances of outstanding invoices that will be added into new companies or moved into new companies, credit notes could be created for them and have them linked to all the invoices of one customer/supplier. 

Another option is to...

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