Please Wait a Moment
X

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

Resources Infor ERP Tips & News

Crossroads Connections

Infor ERP Tips & News from the Experts

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

Subscribe to newsletter

Infor LX & BPCS Tip: Customer Type

George Moroses 0 18824 Article rating: 5.0

Display Customer Type on Order Header Panel – 8.4. Enhancement

This enhancement displays the Customer Type on the Order Header – Billing panel. The Customer Type can be a pricing or promotion qualifier and may convey other important information about the ordering customer during the Order Entry process.

Programs or areas impacted include:

  • Order Header – Billing (ORD700D9)
Read more
Infor LX & BPCS: Explore IDF Programs Infor LX & BPCS: Explore IDF Programs

Infor LX & BPCS: Explore IDF Programs

George Moroses 0 20544 Article rating: 5.0

IDF (Infor Development Framework) configures your view of the application data without modifying the core application and its supportability. In version 8.3.4 and higher, IDF programs provide the replacement for most of the 300 series inquiry programs. Starting with version 8.4, Infor has added 100 series maintenance programs such as Item Master, Vendor Master, and Customer Master. With IDF, navigation drill-downs are far superior to any green-screen presentation of the data.

Included with IDF are several interfaces including:...

Read more
Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers? Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Infor LN & Baan: Trying to make your shipping labels generically work for all of your customers?

Kathy Barthelt 0 17905 Article rating: 5.0

Do you have specific things that need to be included on your shipping labels for a given item/product line?

According to a study just released, in 2021 the growth of the Industrial Barcode Label Printer Market will have significant change from the previous year. Over the next five years, the Industrial Barcode Label Printer Market will register a magnificent spike in CAGR in terms of revenue. In this study, 2020 has been considered as the base year and 2021 to 2026 as the forecast period to estimate the market size for Industrial Barcode Label Printer.

Crossroads RMC's RMClabel software prints customer-specific, item-specific labels automatically. No one needs to decide which label to print… everything is set up ahead of time and no operator intervention is required.

Run as stand-alone, attached to an Infor LN or Baan session, or attached to Web Collect, our data collection application, to streamline your processes even further.

For more information please contact Kathy Barthelt or 1.630.955.1310 x113

Read more
Infor LN & Baan Tip: Save Space in General Ledger Infor LN & Baan Tip: Save Space in General Ledger

Infor LN & Baan Tip: Save Space in General Ledger

Kathy Barthelt 0 23999 Article rating: 5.0

One way to save space in your general ledger is to compress integration transactions. The transactions are combined into one ledger account number, and the detail is still available in the integration transactions sessions.

The compression is seen after the transactions are finalized. 

Compression is established in the mapping scheme by checking the box under the columns “Compression of Debit/Credit Transactions. This can only be done in a mapping scheme that is not activated. 

Read more

Infor LX & BPCS Tips: Purchase Order Print Security Validation

George Moroses 0 20488 Article rating: 5.0

This enhancement allows users to restrict access to purchase order print programs, providing additional security at the company and warehouse levels.

The purchase order print programs were updated to provide security validation for the user who selects the purchase orders to print. The security validation is controlled by the PO Print Security Validation flag on the Purchasing System Parameters screen, PUR820D-04.

Read more

Infor LX & BPCS Tip: Customer Tax Exempt Declarations, SYS160D1

George Moroses 0 18135 Article rating: 5.0

The Customer Tax Exemption Maintenance program, SYS160, allows you to specify customer declarations used by the Customer Order Entry (ORD) and Billing (BIL) applications to apply a tax rate code to specific order lines of an invoice.

With this program, Infor LX can invoice customers without value-added tax (VAT) if one of the following conditions occurs:

  • The cumulated...
Read more

Infor LN & Baan Tip: Important Porting Set Announcement (all versions of LN & Baan)

Kathy Barthelt 0 26834 Article rating: 5.0

There has been a recent porting set change due to Infor’s Product Life Cycle Policy.  

How to determine the maintenance stage of an Infor LN product version and release

Before a customer starts deploying Porting Set 9.4a or a later release, they must determine the actual maintenance stage of their Baan / Infor LN product. The definition of the maintenance stages for the product versions and releases of all versions of Baan and Infor LN are outlined in the Product Support schedule as published in the PLC policy. The maintenance stage of the ERP version is either “Mainstream Maintenance”, “Extended Maintenance” or “Sustaining Maintenance”.

How to manage Porting Set updates

The following conditions apply to customers who intend to upgrade to Porting Set 9.4a or later Porting Set releases:

Read more
RSS
First2223242527293031Last

Theme picker

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.

Read more

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.

Read more
12345678910Last

Theme picker

Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: Cash Flow Functionality and Setup

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:

  1. Group Company Parameters (tfgld0101s000): If you want to generate cash flow statements in any of the financial companies of the group, you must select the Cash Flow Statement check box.
  2. Reasons (tcmcs0105m000): Define reason codes for the sources and uses for cash that you want to distinguish. The Reason Type must be Cash Flow.
  3. Purchase Types (tcmcs2101m000): For the purchase types related to cash transactions, select the default cash flow reasons.
  4. Sales Types (tcmcs2102m000): For the sales types related to cash transactions, select the default cash flow reasons.
  5. Chart of Accounts (tfgld0108s000): For ledger accounts used for cash transactions, select the default cash flow reason in the Cash Flow Reason field. The ledger accounts must have level zero and must not be a text account, an intercompany account, or an integration account.


To enter and view cash flow transactions: Transactions that must be included in the cash flow statement must have a cash flow reason linked to them. For most transactions, ERP LN derives the default cash flow reason from the sales type, the purchase type, or the ledger account.

If you manually enter cash transactions, you can enter a cash flow reason. You can view cash flow transactions in the following sessions:

  1. Cash Flow History (tfgld2519m000): This session displays, for one cash flow reason, the opening balance, the closing balance, and the movement during one financial period.
  2. Cash Flow Transactions (tfgld1523m000): This session lists the transactions by cash flow reason.

In both sessions, on the Specific menu you can click Opening Balance to start the Opening Balance Cash Flow (tfgld2118m000) session. Use this session to view the calculated opening balances for a cash flow reason or to enter manually an opening balance, if necessary.


To print the cash flow statement: Use the Print Cash Flow Transactions (tfgld1419m000) to print the cash flow statement. You can print the report for one financial company and one fiscal year, and for a range of financial periods and cash transaction reasons.

To print the cash flow statement, use the following sequence of sessions:

  1. Cash Flow History (tfgld2519m000): On the Specific menu, click Cash Flow Transactions. The Cash Flow Transactions (tfgld1523m000) session starts.
  2. Cash Flow Transactions (tfgld1523m000): Click Print. The Print Cash Flow Transactions (tfgld1419m000) session starts.
  3. Print Cash Flow Transactions (tfgld1419m000): To print the cash flow statement, in the Report field, select Cash Flow Reason Transactions.


Other related KBs which would be helpful in Cash Flow process queries:
1998168 How to link child Cash Flow Reason Group to Cash Flow Reason

Previous Article Infor LN & Baan Tip: Considerations for Release to Warehousing for a Cost Item
Next Article Infor LN & Baan Tip: All About Invoicing Methods
Print
14627 Rate this article:
5.0
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt
Contact author

Theme picker

Contact author

x

Categories