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Infor LX/BPCS Tips & Tricks for FINANCE: Override Exchange Rate

George Moroses 0 3364 Article rating: 5.0

This feature uses different exchange rates in the user's inventory processes by using new macros in Post Inventory to G/L, INV920D. INV920 used macros limited by the Override Exchange Rate parameter set on the book in Book Definition, CEA105D3. If the Override Exchange rate parameter is set to No, the macro uses the Rate Type of the Book. If the Override Exchange parameter is set to Yes, the macro uses the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Order Company. This enhancement provides macros that use the Rate Type of the Warehouse Company, Order Company, or the Book regardless of the Override Exchange Rate parameter in the Book.

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Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Change SyncBillofMaterial BOD

George Moroses 0 2661 Article rating: 5.0

This enhancement provides the ability to enable setting facility-specific bill of material BOD's accounting entity from the facility's stocking warehouse's company. The bill of material BOD can be consistent with the bill of resources BOD which sets its accounting entity from the company associated with the facility's stocking warehouse.

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Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024

September 23-26, 2024

George Moroses 0 2980 Article rating: 5.0

Crossroads RMC Presents 4 Must-Attend Sessions at inPOWER 2024
Empower Your Business with Innovation

September 23-26, 2024

As a Gold Sponsor, Crossroads RMC is thrilled to present four impactful LX Track sessions this year, designed to inspire and empower attendees to drive success within their organizations:

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Infor LN & Baan Tips & Tricks for TECHNOLOGY: Adding a Timestamp to LN Standard Tables

Kathy Barthelt 0 5081 Article rating: 5.0

Table Timestamp Definitions (ttadv4136m000)

Use this session to define timestamps for Infor LN tables. A timestamp is an additional column that stores the date and time of the last change for each record.

Timestamps are utilized by features like the extraction logic of CPM Enterprise Analytics. They enable CPM to perform incremental data extractions. For example, CPM can use the timestamps to extract records that were changed during the last week in a weekly extraction process.

To Create Timestamps...

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Infor LN & Baan Tips & Tricks for OPERATIONS: Absorbing Cost Items into Projects

Kathy Barthelt 0 5330 Article rating: 5.0

Operations: To absorb the cost of cost items into specific projects, you'll need to handle them as customized items. However, cost items cannot directly be defined as customized items. Customized items must be physical, either manufactured or purchased.

That said, it's still possible to absorb cost items into a project, although indirectly. Here's how:

  1. Set Up Ledger Account: First, create a new ledger account in session tfgld0508m000 and set the type to "PCS" (project) in the operations management integrations. This account will be used for matching and approving purchase orders for cost items.

  2. Create and Activate Projects: Ensure that the necessary projects are created and set to active status.

  3. Purchasing Cost Items...

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Infor LN & Baan Tips & Tricks for FINANCE: Ledger Account Blocked Error

Kathy Barthelt 0 4913 Article rating: 5.0

When attempting to post to a ledger account, users may occasionally encounter an error indicating that the ledger account is blocked. To resolve this issue, navigate to the Chart of Accounts session (tfgld0508m000) and select the Miscellaneous tab. Once there, review the Blocking field. The available settings are:

  1. Free
  2. Blocked for manual input (integration transactions and other automatic transactions can be posted with this setting)
  3. Blocked for all purposes.
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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.

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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.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips, Support, Training & Workshops

Infor LN & Baan Tip: Latest Porting Set – All Versions of Infor LN & Baan

Are you on the latest porting set for your version of Baan / Infor LN? Check here to be sure:

VERSIONS: Infor LN, Infor Baan ERP 5.0c, Infor Baan IVc4

LAST MODIFIED ON:
13th Jan, 2021: Updated with 9.3i porting set, see KB 2176336 for this version. Available from LN CE release 2021.01
9th Oct, 2020: Updated with 9.3h porting set, see KB 2158949 for this version. Available from LN CE release 2020.10
9th July, 2020: Updated with 9.3g porting set, see KB 2142625 for this version. Available from LN CE release 2020.07
10th April, 2020: Updated with 9.3f porting set, see KB 2125567 for this version. Available from LN CE release 2020.04
13th Jan, 2020: Updated with 9.3e porting set, see KB 2108810 for this version
11th Oct, 2019: Updated with 9.3d porting set, see KB 2093165 for this version
11th July, 2019: Updated with 9.3c porting set, see KB 2075437 for this version
13th March, 2019: Updated with 9.3b porting set, see KB 2051365 for this version
7th Dec, 2018: Updated with 9.3a porting set, see KB 2033165 for this version
6th Sept, 2018: Updated with 9.2b.01 porting set, see KB 2014729 for this version
8th June, 2018: Updated with 9.2b porting set, see KB 1997100 for this version
12th March, 2018: Updated with 9.2a.01 porting set, see KB 1972861 for this version
11th Dec, 2017: Updated with 9.2a porting set, see KB 1954406 for this version
8th Sept, 2017: Updated with 9.1c.01 porting set, see KB 1934704 for this version
10th June, 2017: Updated with 9.1c porting set, see KB 1915968 for this version
20th March, 2017: Updated with 9.1b.01 porting set, see KB 1897691 for this version
9th Dec, 2016: Updated with 9.1b porting set, see KB 1876613 for this version
22nd Sept, 2016: Updated with 9.1a.01 porting set, see KB 1856545 for this version
23rd June, 2016: Updated with 9.1a porting set, see KB 1836486 for this version
14th March, 2016: Updated with 9.0c.01 porting set, see KB 1700568 for this version
11th Dec, 2015: Updated with 9.0c porting set, see KB 1677286 for this version
17th Sept, 2015: Updated with 9.0b.01 porting set, see KB 1654371 for this version
19th June, 2015: Updated with 9.0b porting set, see KB 1630218 for this version
20th March, 2015: Updated with 9.0a.01 porting set, see KB 1605781 for this version
9th Jan, 2015: Updated with 8.9a.06 porting set, see KB 1586121 for this version, this is only 32 bit for windows and linux.
17th Nov, 2014: Updated with 9.0a porting set, see KB 1572748 for this version, 12 Dec 2014, new version for windows released.
26th Sept, 2014: Updated with 8.9a.05 porting set, see KB 1539050 for this version
11th July, 2014: Updated with 8.9a.04 porting set, see KB 1517147 for this version
5th April, 2014: Updated with 8.9a.03 porting set, see KB 1490061 for this version
10th Jan, 2014: Updated with 8.9a.02 porting set, see KB 1465391 for this version
4th Oct, 2013: Updated with 8.9a.01 porting set, see KB 1442188 for this version
19th July, 2013: Updated with 8.9a porting set, see KB 1422389 for this version
1st March, 2013: Updated with 8.8a.03 porting set, see KB 1381629 for this version
30th Nov, 2012: Updated with 8.8a.02 porting set, see KB 1356958 for this version
13th Sept, 2012: Updated with 8.8a.01 porting set, see KB 1181506 for this version
30th May, 2012: Updated with 8.8a porting set, see KB 1154144 for this version
19th Jan, 2012: Updated with 8.7b.01 porting set, see solution 1120445 for this version. This is the first version that can also be used for Infor BaanIV c
7th Oct, 2011: Updated with 8.7a.03 porting set, see solution 1062346 for this version
17th June, 2011: Updated with 8.7a.02 porting set, see solution 1025539 for this version
31st March, 2011: Updated with 8.7a.01 porting set, see solution 1007520 for this version
17th Jan, 2011: Updated with new version of 8.7a porting set
3rd Dec, 2010: Updated with 8.7a porting set, see solution 22945526 for this version
8th Oct, 2010: Updated with 8.6a.03 porting set, see solution 22899106 for this version
17th June, 2010: Updated with 8.6a.02 porting set, see solution 22899105 for this version
1st April, 2010: Updated with 8.6a.01 porting set, see solution 22899104 for this version
11th February, 2010: Updated with the 64-bit 8.6a porting set, see solution 22899103 for this version
1st Dec, 2009: Updated with new 8.6a porting set, see solution 22899103 for this version
1st Oct, 2009: Updated with new 8.5a.03 porting set, see solution 22899102 for this version
18th June, 2009: Updated with new 8.5a.02 porting set, see solution 22899101 for this version
19th March, 2009: Updated with new 8.5a.01 porting set, see solution 22899100 for this version
4th Dec, 2008: Updated with new 8.5a porting set, see solution 22899099 for this version
23th Oct, 2008: Updated with new 8.4c.02 porting set, see solution 22899098 for this version
23th July, 2008: Updated with new 8.4c.01 porting set, see solution 22899097 for this version
2nd July, 2008: Updated with new 8.4c porting set, see solution 22899096 for this version
13th March, 2008: Updated with new 8.4b porting set, see solution 22899095 for this version
24th Jan, 2008: Updated with new 8.4a.02 porting set, see solution 22899094 for this version
21st Dec, 2007: Updated with new 8.4a.01 porting set for Windows, see solution 22899093 for this version
31st Aug, 2007: Updated with new 8.4a.01 porting set, see solution 22899093 for this version
25th June, 2007: Updated with new 8.4a porting set, see solution 22899115 for this version
4th Jan, 2007: Updated with new 8.3a.01 porting set, see solution 22899114 for this version
20th Oct, 2006: Updated with new 8.3a porting set, see solution 22899113 for this version
23th Aug, 2006: Updated with new 8.2b porting set for windows, see solution 22899112 for this version
16th June, 2006: Updated with Porting set 8.2b: see solution 22899112 for this version
28th April, 2006: Updated with Porting set 7.6b_01: see solution 22899111 for this version
9th March, new version of 7.6b Porting set released, see solution below,(22899110)
6th Dec, 2005: Updated with Porting set 7.6b: see solution 22899110 for this version
15th June, 2005: Updated with Porting set 7.6a.02: see solution 22899109 for this version
27th April, 2005: Updated with Porting set 7.6a.01: see solution 22899108 for this version
4th Dec, 2004: Updated with Porting set 7.6a: see solution 22899107 for this version


SITUATION DESCRIPTION:
A porting set is a set of binaries, which are operating system dependent. It is the layer between the operating system and the application software. Infor regularly releases a new porting set. A bugfix number recognizes every modification made in the porting set.

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Kathy Barthelt

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