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 LN & Baan FINANCE Tip: Is it possible to upload accounts receivable invoices into LN using Excel?

Kathy Barthelt 0 11744 Article rating: 5.0

Yes, this is possible, by following the steps below:

1. Maintain a batch

2. Maintain an invoice header, export it, add an additional invoice header to the Excel file, and import it

3. Maintain an invoice line for the first invoice, export it, add additional invoice lines to the Excel file and import it
 

Below the above steps are described in detail...

Read more

Infor News You Can Use | The business case for moving your ERP to the cloud and choosing MT deployment

Kathy Barthelt 0 5746 Article rating: 5.0

As more companies invest in cloud computing for their business software and migrate their ERP systems to the cloud, many are considering whether single-tenant or multi-tenant cloud deployment is the best choice.

In this executive brief, Infor outlines insights from the analyst community on the growth of cloud technology, key distinctions between single- and multi-tenant deployments, and why the multi-tenant option for ERP may be the best move for your business.

Learn more>

Read more

Tick-Tock... It's time to get more out of your ERP

Crossroads RMC 0 6400 Article rating: 5.0

As crazy as it sounds, we’re about to enter the 2nd half of 2024. How are you doing on your 2024 goals? Planning for 2025 projects?

Maybe it's time to get more out of your Infor ERP system.

⇒⇒ TIME TO UPGRADE?

Is an upgrade to the latest version of your ERP the goal for 2024/2025? If so, Crossroads RMC brings 40 years of industry experience to the table to ensure that your upgrade achieves the results you’re looking for and does so on time and within budget.

Crossroads RMC's team of expert consultants will:

  • Review your custom components to see what can be eliminated
  • Provide an analysis of the specific benefits that your company can achieve by upgrading
  • Train your users on the latest functionality
  • Support your users on the old version while the project team focuses on the upgrade project
  • Handle the entire upgrade project from start to finish
  • Supplement your existing project team with 1-2 key resources
  • Develop the integration to that 3rd party system that is a MUST-HAVE when you upgrade


⇒⇒ NOT UPGRADING?

Read more

Infor LX/BPCS Tips & Tricks for FINANCE: Prevent Voiding of Selected Invoices

George Moroses 0 7754 Article rating: 5.0

This enhancement prevents users from voiding invoices after they have been selected for payment. If a user selects an invoice for payment and another user voids the invoice during the payment process, it can produce erroneous and duplicate records. The ACP500 programs were modified to check the status of an invoice before it can be voided. If the invoice has been selected for payment, a message is generated, and the invoice cannot be voided.

Read more

Infor LX/BPCS Tips & Tricks for TECHNOLOGY: Update User Security in IDF

George Moroses 0 6871 Article rating: 5.0

Automatically synchronize security changes from LX to IDF, replacing CPYSECIDF. This new process synchronizes users in IDF with those in core LX security whenever a user’s security settings are changed. When a user is deleted from an LX environment, they can also be automatically removed from the IDF environment. Changes to a user’s access to programs in LX are mirrored in IDF. Access to Companies, Facilities, and Warehouses are also synchronized. Additionally, when Business Roles or Business Units access is changed, all users assigned to those roles or units are updated in IDF security.

Read more

Infor LX/BPCS Tips & Tricks for OPERATIONS: Copy Shop Order

George Moroses 0 6521 Article rating: 5.0

In the Shop Order Selection program, action 3=Copy is available. This action allows copying any shop order except for flow orders or campaign orders. Instead of copying from the parent item's bill of material and routing, the new shop order’s materials and operations will be copied from the selected shop order. Note that if the existing shop order is linked to a customer order or line, this linkage will not be copied to the new shop order.

Read more
Infor News You Can Use | Have you upgraded to Infor LX 8.4.2 yet? Infor News You Can Use | Have you upgraded to Infor LX 8.4.2 yet?

Infor News You Can Use | Have you upgraded to Infor LX 8.4.2 yet?

George Moroses 0 6080 Article rating: 5.0

Unlock industry capabilities

The latest version of Infor LX, release 8.4.2, provides core enhancements, an expanded database, and global modernization to meet market changes.

  • IDF serves as a rapid development platform with extensibility that enables release transparency and allows your IT team to eliminate legacy queries and custom reports

  • Advanced functions like embedded warehouse management, collaboration with logistics server providers and suppliers, and vendor-managed inventory are all included as standard and designed to support all of your supply chain needs

  • Embedded tools like document management, notifications, and workflows improve collaboration and productivity across teams

Read more

Infor LN / Baan Tips & Tricks for EXECUTIVES

Kathy Barthelt 0 9668 Article rating: 5.0

Finance: Propagating Unused Sub-Accounts

You can use this procedure to find accounts that have a valid sub-accounts group but no corresponding general ledger chart account records. This action creates the general ledger chart account record for the account and sub-account combination. This action does not add the accounts to charts.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Sub Account tab.
  3. Select Actions > Propagate Unused Sub Accounts.
  4. Select the finance enterprise group and click OK.

Sub-accounts are added according to group if they have been defined on the accounts. The resulting account can be added to the charts.

Operations: Best Practices for Purchase Order Archiving / Deleting

Here are some best practices to follow if you are considering archiving or deleting purchase order data:

  • If Financials is implemented, we recommend that you do not delete order data in a fiscal year that has not yet been fully closed. This is because the GRINYA process uses information that would be deleted by this action. For best results, check whether the logistical balance for non-invoiced receipts matches the balance of the GRINYA accounts for the periods up to which you want to delete purchase order data.
  • When a purchase order is canceled, you can only delete the purchase order and the related tables. If only a purchase order line is canceled, the line can be deleted and archived.

  • Purchase contracts must be archived before purchase orders can be archived.

You cannot delete a purchase order (line) if:

  • The linked warehouse order is closed but cannot be removed.
  • The purchase order is linked to a PCS pr
Read more
RSS
First2345791011Last

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
123457910Last

Theme picker

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.

Previous Article Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items
Next Article Infor LN & Baan Tip: Performance Standard Cost
Print
29866 Rate this article:
4.5
Kathy Barthelt

Kathy BartheltKathy Barthelt

Other posts by Kathy Barthelt
Contact author

Theme picker

Contact author

x

Categories