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BPCS/LX Tip of the Week: January - Time to Reflect and Plan

Anthony Etzel 0 20529 Article rating: No rating

Happy New Year! January is always a great time to reflect on the prior year – what went well, and what didn’t. It is also the obvious time to plan for the coming year – what do I want to accomplish and how can I best achieve my goals?

As the saying goes, “you can’t improve what you can’t measure”, so if you haven’t already, it is time to start putting processes, procedures and programs in place within your company to measure how well each department is doing against their objectives. Start to analyze your numbers and publish them internally. Where are you at currently? Where do you want to be? Seeing both sets of numbers pushes employees to hit those targets. Do this now, and you’ll be seeing positive results before you know it!  

Optimize Your Manufacturing Today!

Baan/LN Tip of the Week: January - Time to Reflect and Plan

Kathy Barthelt 0 31689 Article rating: No rating

Happy New Year! January is always a great time to reflect on the prior year – what went well, and what didn’t. It is also the obvious time to plan for the coming year – what do I want to accomplish and how can I best achieve my goals?

As the saying goes, “you can’t improve what you can’t measure”, so if you haven’t already, it is time to start putting processes, procedures and programs in place within your company to measure how well each department is doing against their objectives. Start to analyze your numbers and publish them internally. Where are you at currently? Where do you want to be? Seeing both sets of numbers pushes employees to hit those targets. Do this now, and you’ll be seeing positive results before you know it!  

Optimize Your Manufacturing Today!

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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

Kathy Barthelt

Infor LN & Baan Tips & Tricks for FINANCE: Integration Transactions - Compression

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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Kathy Barthelt

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