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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: What is IDF and how could it make my life easier?

George Moroses 0 18368 Article rating: 5.0

The Infor Development Framework (IDF) re-architects the way a user interacts with the application. IDF provides an efficient, task-oriented process to view application information that is contained within Infor LX. IDF enables users to configure their view of the application data without modifying the core application and its supportability.

The examples below describe how users can configure their display of data and maximize overall productivity:

  • Arrange application information into multiple groupings and sequences that make sense for the job.
  • Hide information that does not apply to a particular job or task.
  • Filter records to show only the information that applies to the job or task that the user is performing.
  • Customize the information for an individual user, for a group of users, or for all users.
     

Infor LN & Baan Tip: Deleting Records

Kathy Barthelt 0 24760 Article rating: 5.0

To improve performance and reduce database growth, deleting records is highly effective. The disadvantage of deleting records is that data is no longer available. Usually, however, not all records need to be saved. For example, line activities are stored by warehouse. Normally, you do not need to keep these records. Therefore, after closing a warehouse order, line activities can be removed. The User's Guide for ERP LN Archiving and the corresponding Baan IV/V Guides describe several sessions you can use to delete old data. Other data such as items and business partners can be reviewed once in a while, after which you can delete the data you no longer need. For every order and contract table, a session is available to archive and delete old orders. In these sessions, you can specify several characteristics to select the orders to be removed, such as date or status. Run these sessions on a regular basis.

Are ERP System Blockages Thwarting Your Progress?

Kathy Barthelt 0 19300 Article rating: 5.0

After a week of blocking the Suez Canal, the now-famous cargo ship, Ever Given has been freed from the 27,000 cubic meters of sand and mud that were surrounding the ship. Supply chains are flowing again. I for one am very glad to hear that the ship has been freed since coffee, toilet paper and a whole host of other items were being held up! In all seriousness, it was and is a crisis that will have ripple effects on the global economy.

As I often do, I started to relate this crisis to the world of ERP that we live in. Although we are not responsible for dealing with a situation like what happened in the Suez Canal, we all deal with problems in our jobs every day. Some of these problems are small, and some are not so small. Some problems are caused by human error, some by prevailing winds that blow us in a particular direction, and some by circumstances out of our control. It is what we do about the problems we encounter that make all the difference. We could bury our heads and hope the problems somehow go away on their own, or we can take action and do something to bring about the change necessary to get past the blockage.

I see “blockages” every day in working with my customers. Sometimes it is a lack of understanding of best practices in a given department, or a reliance on tribal knowledge that determines how and why something is done in the system, or inefficient manual processes destroying a company’s efficiency, or hundreds (or thousands) of customizations standing in the way of an upgrade, or employees labeling an ERP system as “no longer a fit” when their company is only using 10% of the available functionality in the system.

So, maybe today we could focus on what it would take to remove the “blockage” that we have in our way. What benefits could we realize if we worked together to bring about incremental change? Could we actually get that upgrade done? Could we start operating based on industry-leading best practices? Could we increase our market share? Could we decrease our costs and boost our revenue? All of this is possible.

Contact me today so that we can begin to work together to solve the problems that stand in the way of your progress.

solutions@crossroadsrmc.com or 800.762.2077

Infor LN & Baan Tip: Broadcast message to users

Kathy Barthelt 0 25407 Article rating: 5.0

Did you know that you can send a broadcast message to users on the system? This is especially useful if you need users to exit their sessions, or in the event of system maintenance.   

  • For Baan IV users, see KB 22869250
  • For LN users, see KB 1830758

Infor LX & BPCS Tip: Product interface list, SYS635D

George Moroses 0 20427 Article rating: 5.0

Did you know?  Product interface list, SYS635D

This program creates a report that contains all interface program call records that were created for the Infor LX programs specified in the range on this screen. The report contains a line for each record found. The line displays the following information:

  • The name of an Infor LX program that contains a user exit to an add-on program
  • The interface point in the Infor LX program, that is, an identifier of the point in the program code where the user exit is requested
  • The execution sequence number of the record, because more than one add-on program can exist that can run from the same interface point
  • The add-on program to call at the interface point. The Add-on Product Interface file, ZXI, stores the records.

Access: Menu SYS

Infor LX & BPCS Finance Tip of the Week: Invoice Level Inquiries – ACR300D7

George Moroses 0 19415 Article rating: 5.0

Use the Invoice Level Inquiries program, ACR300D7, to perform online customer account receivable inquiries and to perform write-off transactions on open invoices. The inquiries display customer master file and credit information, open and closed invoices, debits, credits, payments, and dunning statuses. Additional detail information is available, such as original prefix and document number, customer order number, customer purchase order number, reason codes, and currency.

You can view closed items for a period specified in Transaction History System Parameters, SYS824D-01.

Open items are aged in one of five user-defined aging periods as defined in Accounts Receivable Parameters, ACR820D-01.

Infor LN & Baan Manufacturing Tip: Performance Problems in Generate Order Planning (cprrp1210m000)

Kathy Barthelt 0 27029 Article rating: 5.0

When the Generate Order Planning (cprrp1210m000) session is run it can take minutes to days to finish the process.

The performance of this session depends on many settings, like the number of plan items, the number of orders, but it also depends on hardware and database setup.

Here are some guidelines on how performance can be improved...

Infor LX & BPCS Manufacturing Tip: Shop Calendar Maintenance – SFC140D1

George Moroses 0 18196 Article rating: 5.0

This program features multiple-level shop calendar maintenance. You can maintain a shop calendar at the global, facility, or work center level. Global level entries override default values found in Work Center Maintenance, CAP100D1, for any program that uses the shop calendar.

Facility overrides affect all work centers in a Facility and are exceptions to the global level. Exceptions defined at the Facility level apply to all work centers for the facility. Work Center calendar entries are the most specific. These entries apply....

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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
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: How Are You Generating Financial Statements?

If you’re not already, consider generating your financial statements directly out of Baan/LN. In the Financial Statements module, you can define and print financial and consolidated statements. These statements can be based on various cross sections of your General Ledger account and dimension structure. You can also define cash flow statements, which can be based on cash flow reasons.

Optimize Your Manufacturing Today!

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Kathy Barthelt

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