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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 ERP Tips & News from the Experts

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

Infor LX & BPCS Tip: Have you considered WebTop?

George Moroses 0 11016 Article rating: 5.0

WebTop release 4.8 is NOW AVAILABLE for Infor LX versions 8.3.5 and 8.4.x.

WebTop is a web interface based on green screen code automatically generated using a tool called 'WebTop Studio'. The process of generating the web interface is referred to as "Weblication".

Infor is focused on modernizing and web-enabling Infor LX and this release provides significant improvements to the web-based user experience.
Key features:

  • Grid decorators for advanced customization

Planning for Growth – What you need to do first to be successful

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 9508 Article rating: 5.0

As your business experiences growth or aims to do more with less, optimizing your resources becomes crucial. To achieve growth, it's essential to leverage your people, processes, and products effectively. You are the experts on your products, and we covered Reskilling and Upskilling Your Staff on June 21, so let's focus on the processes that drive your business forward.

  1. Analyze your ERP system and other software:...

Infor LN & Baan Tip: Cash Flow Functionality and Setup

Kathy Barthelt 0 13035 Article rating: 5.0

A cash flow statement provides a historical view of the movement of cash within a company. This statement offers an overview of both the origins and destinations of cash, aiding management in evaluating the company's ability to fulfill short-term financial obligations. To differentiate between various sources and uses of cash, reason codes can be utilized. When interacting with cash transactions in relevant sessions, users have the option to input or review the corresponding cash flow reason. The cash flow statement organizes cash transactions based on these reasons. LN software system maintains year-specific opening balances for cash flow transactions. Should the need arise, users can manually input opening balances in the Opening Balance Cash Flow (tfgld2118m000) session.

To set up the cash flow statement, use the following sequence of sessions:...

ERP & the Importance of Accuracy & Productivity

Infor LN & Baan

Kathy Barthelt 0 8584 Article rating: 5.0

If you don't think accuracy and productivity are important, you need to take a hard look at HOW you’re running your ERP system.

  • Have you eliminated large amounts of data entry?
  • Is your data error-free at month's end?
  • Do all of your systems talk to one another?

If the answer is no, Crossroads RMC can improve accuracy and productivity with system integration and/or automation.

Too expensive you say? Too time-consuming and way too much effort to make it happen? Not necessarily... 

Effective September 30, 2023, IBM® will end support of the IBM i operating system 7.3

AND Infor will no longer support LX and related products on IBM i 7.3 as of June 1, 2024

Crossroads RMC 0 9397 Article rating: 5.0

THE CLOCK is T I C K I N G ... 

MARK YOUR CALENDARS!
Effective September 30, 2023, IBM® will end support of the IBM i operating system 7.3  AND  in line with IBM’s support policy, Infor will no longer support LX and related products on IBM i 7.3 after May 31, 2024.

All Infor LX releases, patches, and related solutions will be...

Infor LN & Baan Tip: Considerations for Release to Warehousing for a Cost Item

Kathy Barthelt 0 13690 Article rating: 5.0

When there are two Cost Items, one with Release to Warehousing applied and the other with Release to Warehousing not applied, upon approval of the Sales Order, the Cost Item that is released to Warehousing will go straight to Staged status, pending Shipment confirmation, while the Cost Item that is not released to Warehousing will be up for Sales Deliveries.

Apart from this main difference in functionality between having and not having this option to release to Warehousing checked, there are other impacts to consider...

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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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