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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: Drop Shipments

George Moroses 0 20630 Article rating: 5.0

Infor LX provides a tightly integrated drop shipment processing capability. The product supports the creation, tracking, and management of customer drop shipment orders via the Order Management, Purchasing, and Billing applications.

The order processing professional initiates drop shipments during customer order creation. You can designate any order line for drop shipment if it meets user-defined drop ship controls. If you designate a line as a drop ship line, the system automatically creates a drop ship request in purchase order processing.

When a buyer responds to a drop ship request...

Top 10 Things You Might Not Know About Crossroads RMC

Crossroads RMC 0 24561 Article rating: 5.0
  1. Crossroads RMC has been in business since 1984 & has been an  partner since 1991. 
     
  2. Crossroads RMC offers functional & technical training on all versions of Infor LX, BPCS, Infor LN, and Baan and will completely tailor the training to your specific needs. 
     
  3. Many of our consultants are 🎵 musically inclined, so you might have the added benefit of some entertainment while your ERP problems are being solved!
     
  4. Our consultants have expert level functional & technical knowledge of every version of Infor LN & Baan from Triton 2.X through LN 10.7., and Infor LX & BPCS from BPCS 3.0 to LX 8.4!  💡
     
  5. Crossroads RMC is a value-added reseller of data collection equipment (mobile computers, printers, RFID equipment, and more).
     
  6. Our headquarters are just outside of Chicago, but for some silly reason, our East Coast staff thinks they have the best pizza.🍕
     
  7. Our integration specialists have developed close to 50 different integrations to Infor LN, Baan, Infor LX & BPCS.
     
  8. Crossroads RMC offers 24 X 7 support to all of our customers. 💪
     
  9. Our technical consultants have developed many Infor ERP software add-on solutions like MES, Data Collection, an Analytics Dashboard, FedEx / UPS integration, and more that are used by thousands of Infor users every day.
     
  10. We’ve been publishing Infor LN, Infor LX, BPCS, and Baan tips & tricks since February 2010, and most are still available on our website, with new ones being added every other week!

Infor LX & BPCS Tip: PowerLink

George Moroses 0 37248 Article rating: 5.0

PowerLink is a Windows-based client for end-users within the Infor Development Framework (IDF). PowerLink allows exports/imports from/to the ERP database, but how much do you really know about it? Here is some helpful information about PowerLink.​

Why does PowerLink sometimes fail to export all records?...

Infor LN & Baan Tip: Job Management

Kathy Barthelt 0 27673 Article rating: 5.0

You can use job management to schedule jobs based on your organizational requirements. For example, you can schedule jobs at non-peak hours to improve the overall system performance in a heavily loaded environment. A job consists of one or more sessions or shell commands, or both, that run without user interaction. The sessions and shell commands in a job can be started while you are not logged on to the ERP system. You can schedule jobs to start processes periodically, at a defined interval, or immediately. Typically, you use job management for print and processing sessions.

Job data  - To create a job, you must specify basic job data and link sessions or shell commands, or both, to the job. In the basic job data, you specify whether the job is periodical. For periodical jobs, you specify how the job will be scheduled.

Shared job data tables  - Typically, each company stores its own basic job data. As a result, a job runs for a particular company. However, in a job, you can also run sessions in more than one company. You can run sessions in multiple companies when the job data tables of the associated companies are physically mapped to a single main company.

Job execution - Jobs can be started in multiple ways. The job’s status defines how you can start the job. You can start the job if the job’s status is In Queue or Free.

Job history -  When the execution of a job stops, for example, when the job completes successfully or when a runtime error occurs, information is written to a history log. The job history contains information, such as the date and time of the execution and the reasons why the job and its associated session ended.

Infor LN & Baan Materials Tip: Sales Quotations

Kathy Barthelt 0 25838 Article rating: 5.0

Sales quotations are used to supply a sold-to business partner with the required details to make a purchasing decision.

You can create a sales quotation in response to a request for quotation (RFQ) from a business partner, or as a sales tool to initiate the sales process with potential business partners. A quotation includes the dates, terms, items, or item descriptions to be sold, and a success percentage, which reflects the level of certainty that the quotation will be accepted. Sales quotations are included in the planning modules based on their success percentages. Quotations with a high success percentage are considered as sold.

You can print and send quotations to business partners. You can specify the results of the returned quotations in Sales. If the quotation is not accepted, you can...

Infor LX & BPCS Materials Tip of the Week: Drop Shipments

George Moroses 0 21225 Article rating: 5.0

Infor LX provides a tightly integrated drop shipment processing capability. The product supports the creation, tracking, and management of customer drop shipment orders via the Order Management, Purchasing, and Billing applications.

The order processing professional initiates drop shipments during customer order creation. You can designate any order line for drop shipment if it meets user-defined drop-ship controls. If you designate a line as a drop-ship line, the system automatically creates a drop-ship request in purchase order processing.

When a buyer responds to a drop-ship request and creates a purchase order, Infor LX

Infor LX & BPCS Finance Tip: AR Aging

George Moroses 0 19103 Article rating: 5.0

An ACR system parameter allows you to specify whether to measure invoice age from the date on which you create the invoice, invoice date, or the date on which the invoice is due. You can set up a separate terms code for each customer on the system to set the basic terms of payment for that customer. For example, this term could specify the number of days an invoice can be due before it is considered past due and the number of days that a discount is available. The system uses the terms code data to...

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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.

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

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

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. Below is some information gathered from various KBs related to the impact of having release to Warehousing applied (or not). KBs used as reference are listed as “– REF: KB XYZ”. Editing the checkbox “Release to Warehousing” itself If there is a Sales Order (in status Free is enough) for a Cost Item, the check box is not editable. As soon as all the Sales Orders for which the Item is involved are Closed (or Canceled or Deleted) the check box becomes editable again. – REF: KB 1439313 & KB 1613780 Simultaneous/separate release to Warehousing with Physical Items In a scenario where a Cost Item (that is released to Warehousing) and a physical Item are released to Warehousing separately, then the shipment confirmation of each of these Items will occur separately. If they are released simultaneously, the shipment of the Cost Item will not be processed unless and until the physical Item is ready to be shipped. – REF: KB 1449001 Note: Ensure a Warehouse is added to Order Lines to ensure Release to Warehousing Activity is applicable. – REF: KB 2229767 Invoicing

To invoice them separately or together, factors to consider are:

  • Composing Criteria, a list of fields that need to match to have a single invoice created – REF: KB 717977
  • Invoicing Methods (tcmcs0555m000) in the General tab, select Combine, for example, Shipments, to combine different Shipments of the same Sales Order into one Invoice. This Invoicing Method is also defined in
  • Invoice-to role of a Business Partner (tccom4112s000) in the Invoicing tab. – REF: KB 812637
  • For a Return Order where a Cost Item and a Physical Item were originally invoiced together, to invoice them together again, consider using Original Document type = Invoice and link the original Invoice to the Return Order. – REF: KB 2072847 

Note: Consider solution in KB 2108605 if Composing Criteria is met, yet still Credit Notes are not combined for a Return Sales Order copied from original Sales Order for one Physical Item and one Cost Item without release to Warehousing. 

ASN ASN cannot be generated for Purchase Order Lines with Cost Item if not released to Warehousing. – REF: KB 1548301 & KB 2111341 Intercompany Trade Intercompany Trade can be applied for a Cost Item that is released to Warehousing, as Intercompany Trade needs a Warehouse and a Department. – REF: KB 2112430 Customs Value Cost Items that are released to Warehousing that are handled via normal Sales Order Lines are considered as delivered goods and will get the customs value assigned like other Items being subject to warehouse handling. Cost Items handled on Shipment Lines as "Additional Cost" are not considered as delivered goods but as pure costs. The customs value of these shipment lines gets defaulted with a zero amount and cannot be modified. The same applies to additional costs on sales order lines. – REF: KB 1600847 Freight  Cost Items cannot be used for Freight handling. – REF: KB 1830170 Additional Cost

  • For automatically generated Additional Costs in Sales Orders, Cost Items that are released to Warehousing are not released to Warehousing. This is because automatic Additional Costs are always generated with 0 quantity, therefore only the amount is filled for these Lines, which leads to the Delivery Type being set to Sales and not Warehouse. As a result, delivery must take place in Sales module. – REF: KB 1995781
  • For Additional Cost Lines added to Shipment for Cost Items, refer to KB 2236856.

Intrastat Record When using Cost Items without release to Warehousing, there is no shipping data within Invoicing. Therefore, the corresponding Intrastat record cannot be found during the printing of the Invoice. To get the Invoice data filled on the Intrastat record, Cost Items with release to warehousing should be used. Otherwise, session Update Intrastat Transactions with Invoicing Data (tccom7271m100) should be ran to update the Invoicing data in Intrastat. – REF: KB 2005482

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Kathy Barthelt

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