Please Wait a Moment
X

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

Crossroads Connections

Infor ERP Tips & News from the Experts

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

DATA: See it. Understand it. Discuss it.

Crossroads RMC 0 11776 Article rating: 5.0

We’ve all heard author and management consultant Peter Drucker’s famous quote “If you can’t measure it, you can’t manage it.”  

What’s the right way to manage “It” though? Is it enough to put the data in the hands of the responsible manager and wait for change to occur? Does the manager have a pulse on everything that went into those numbers?

Your numbers tell a story, but there is a lot of...

Infor LX & BPCS Tip: Tracking Financial Journal Entries

George Moroses 0 12261 Article rating: 5.0

An 8.4.1 EGL audit enhancement now provides visibility to who and when a financial journal was last maintained and to who and when the journal was approved. The enhancement provides audit attributes for last maintain user, date, time and approval user, date time on the Financial Journal Entry and Financial Journal Entry Lines.  

The programs or areas impacted include:

Is Your ERP System Hurting Your Business?

The Importance of an Integrated System

Kathy Barthelt 0 9549 Article rating: 5.0

It could be if your ERP system isn't integrated with other systems that contain mission-critical business data.

Having data in two (or more) systems that don’t talk to one another is like baking a pizza crust in one oven and the toppings in another. Once baked, you may have food to snack on, but it sure isn’t pizza! Pizza requires the cheese, sauce and spices to bake with the crust, so all the flavors meld together when you take that first delicious bite. 

That’s the value of an integrated ERP system. When you...

RSS
First1112131416181920Last

Theme picker

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.

12345678910Last

Theme picker

Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may impact the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed: Changes made to the originating order are updated to the outbound order line. Related outbound advice and picking lists, if present, are deleted.
  • Not Allowed: A message is displayed, and input is blocked when trying to change the originating order line.

Canceling Outbound Order Lines

  • Allowed: The outbound order line is deleted or set to Canceled when the originating order line is canceled.
    • When a canceled outbound order line is deleted, related outbound advice and picking lists are also deleted.
    • Outbound order lines originating from manual order origins cannot be deleted when canceled.
  • Not Allowed: You cannot cancel the originating order line or the outbound order line. A message is displayed when attempting to cancel the originating order line.

Processing Canceled Outbound Order Lines

  • To process an outbound order line set to Canceled, the outbound order line must be set to Shipped.
  • The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed.
  • When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0.
  • A transfer order can be created to return the not-shipped goods to inventory.

Preventing Shipment When Canceling is Not Allowed

  • Complete the outbound and shipment procedures to prevent goods from being shipped.
  • When confirming the shipment line, set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

Previous Article Infor LN & Baan Tip: The ABC’s & 123’s of Serialized Items
Next Article Infor LN & Baan Tip: Propagating Unused Sub-Accounts
Print
5592 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt

Theme picker

Contact author

x

Categories