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Infor ERP Tips & News from the Experts

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

George Moroses
/ Categories: ERP News, Event / News, IDF

IDF News: Multi-Language Support

IDF capabilities have been enhanced to provide support for many description elements to be displayed in the user’s language. MLS address and description information has been added to Vendor/Customer/Item business objects. Users can add/remove information as needed. Those display icons that do not have MLS fields on them may have MLS objects already created that can be used to add MLS field to those display icons.

Scope: The following multi language description fields are now available in IDF. To show them, select the multi-language field for the desired IDF panel.

• Item Description

• Warehouse Description

• Customer Name

• Vendor Name

• Vendor Accounting Type

• Company Name

• Currency Description

• Country Description

• General Ledger Account Description

• General Ledger Segment Value Description

 

Impact: These IDF programs are new or were updated to support multi language functionality:

• Account Segment Value MLS Extension

• Bank Branch MLS Override

• Bank MLS Override

• Company MLS Override

• Country Extension MLS Override

• Country MLS Override

• Currency Extension MLS Override

• Currency MLS Override

• Customer MLS Address Override

• Customer MLS Note

• Customer Order Class MLS Override

• Customer Terms MLS Override

• Enterprise Item MLS Note

• Enterprise Item MLS Override

• Freight Term MLS Extension

• Note MLS Line

• Sales Representative MLS Address Override

• Vendor MLS Address Override

• Vendor MLS Note

• Warehouse MLS Address

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Tips:  LX | BPCS | M3

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

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Tips: LN | Baan

OPERATIONS: Order Quantity Dependent Routings vs Default Routings
Order quantity-dependent routings
An automatically selected routing tailored to a specific production order quantity is useful. An example would be if the production order quantity is large, a routing with high production rates is used; If the order quantity is small, another routing is selected.

You can set up these quantity-dependent routings:...


FINANCE: Integration Transactions - Compression
Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value...


TECHNOLOGY: Infor LN Rest API
Frequently Asked Questions (KB2316174)

Compression

Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value:

  • The source financial company.
  • The destination financial company.
  • The transaction type and series.
  • The ledger account and dimensions.
  • The transaction currency.
  • The fiscal year and the financial period, the tax period, and the reporting period.
  • The integration document type and the Debit/Credit indicator.
  • If related gain and loss transactions are generated, the same compression criteria are used to compress these.

Note: Intergroup transactions are not compressed.

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