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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 Tips & Tricks for EXECUTIVES

George Moroses 0 4528 Article rating: 5.0

OPERATIONS:
Shelf Life Days and Retest Days
This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

FINANCE
Inventory Transaction Post to G/L by Cost Type
This enhancement provides a method to post material, labor, and overhead values on inventory postings to the general ledger to meet financial reporting requirements. The solution provides an optional further breakdown of cost by cost bucket using the new G/L Cost Type.

TECHNOLOGY:
Role-Based Security
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.

Infor LX/BPCS Tips & Tricks for OPERATIONS: Shelf Life Days and Retest Days

George Moroses 0 2896 Article rating: 5.0

This feature provides the ability to enter information in the shelf life days and retest days fields for non-QMS lot controlled items, even when the QMS product is installed. The purpose of this enhancement is to allow the user to enter information for non-QMS lot controlled items even when QMS is activated in Parameters Generation, SYS800D.

In previous versions, when QMS was activated, the Shelf Life Days and Retest Days fields in Facility Planning Maintenance (MRP140) and Item Master Maintenance (INV100) were not maintainable for non-QMS lot controlled items.

Infor LN & Baan Tips & Tricks for EXECUTIVES:

Kathy Barthelt 0 6251 Article rating: 5.0

OPERATIONS: Order Quantity Dependent Routings vs Default Routings
Order quantity-dependent routings
An automatically selected routing tailored to a specific production order quantity is useful. An example would be if the production order quantity is large, a routing with high production rates is used; If the order quantity is small, another routing is selected.

You can set up these quantity-dependent routings:...


FINANCE: Integration Transactions - Compression
Integration transactions can be compressed before they are posted. For each integration document type, you can indicate whether the debit transactions and/or the credit transactions must be compressed.

Transactions can be compressed if the following transaction details have the same value...


TECHNOLOGY: Infor LN Rest API
Frequently Asked Questions (KB2316174)

Infor News You Can Use: Discover the Power of Advanced Planning & Scheduling with industry expert Greg Keating

Kathy Barthelt 0 4402 Article rating: 5.0

CloudSuite® Industrial APS - Effective Planning & Scheduling

Learn what it is, how it works, and how it can transform your manufacturing operations.

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Presented by

Greg Keating, Senior Solution Consultant, Infor

About this talk

Bring the future into closer focus If you are like most manufacturers today, managing your planning and scheduling resources has become a major challenge. The disrupted supply chain, workforce availability, equipment capacity, sporadic market demand, and changing customer expectations all contribute to the complexities of planning. Having the right resources available is essential for keeping production flowing and ensuring customers receive orders on time. In this session we will focus on Advanced Planning and Scheduling (APS) capabilities within CloudSuite Industrial. Our Infor expert will share: - What APS is, how it varies from traditional Manufacturing Resource Planning and the difference between Planning and Scheduling within CSI. - The basic configuration requirements needed to effectively utilize APS and available-to-promise/capable-to-promise (ATP/CTP) functionality. We'll also look at the key differences between these solutions - Examples of advanced applications that help identify accurate and reliable commitment dates.

Watch now On-Demand >

Infor On-Demand: 67min talk

Bring New Life to Your Infor LN & Baan ERP System

Kathy Barthelt 0 3851 Article rating: 5.0

Bring New Life to Your ERP System

Did you implement your ERP system 5 or 20 years ago? Back then, it was like a brand-new car—sleek, fast, and efficient. It may have needed minor adjustments, but you were very pleased. Fast forward to today, does it still have that new car smell? Does it run as efficiently as it used to?

While ERP systems are designed to last, your business evolves. Customer needs change, employees come and go, and you are left with a system that may run “fine” but lacks its original spark.

GOOD NEWS: You can restore that “new car smell” with a utilization, or business process review.

What is a Utilization or Business Process Review?

Our consultants review your Infor ERP system's current usage and related business processes to make recommendations that reinvigorate your system and its users.

Does My Organization Need One?

While every company could benefit, it's especially worthwhile if you have a specific problem to solve or a goal to achieve.

Financial Benefits Include:
Technology Benefits Include:

Join Us at inPOWER 2024!

George Moroses 0 4780 Article rating: 5.0

We are excited to invite you to the Infor user group inPower event this September 23-26, 2024.

As a Gold Sponsor, Crossroads RMC is proud to support this premier event. Here are some reasons you should attend:

  • Networking: Connect with peers and industry experts.
  • Product Updates: Discover the latest features and future roadmaps.
  • Training: Participate in hands-on workshops and expert-led sessions.
  • Problem Solving: Learn from other users’ success stories.
  • Influence: Provide feedback to Infor’s product development teams.
  • ROI: Gain insights on maximizing your Infor investments.
  • Community: Engage with special interest groups and regional user communities.

This event is a great opportunity to enhance your knowledge, solve challenges, and optimize your use of Infor solutions. Don't miss out!

What's in it for me?

inPower has something for everyone!

Technology:
Operations:
Finance:
Executives:

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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

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

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:

  1. Enter the Tables: In this session, specify the tables for which you want to define timestamps.

  2. Convert and Reconfigure: Run the Convert to Runtime Data Dictionary (ttadv5215m000) session to convert the table definitions to the runtime data dictionary and reconfigure the tables.

  3. Restart Session: Log off and log back on to apply the changes.

IMPORTANT!
To avoid issues with locked tables, ensure that all users have logged off before starting the reconfiguration.

For more information, refer to the online help of the Convert to Runtime Data Dictionary (ttadv5215m000) session.

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