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

Kathy Barthelt 0 11387 Article rating: 5.0

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

1. Maintain a batch

2. Maintain an invoice headerexport 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...

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

Kathy Barthelt 0 5575 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>

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

Crossroads RMC 0 6261 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?

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

George Moroses 0 7721 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.

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

George Moroses 0 6781 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.

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

George Moroses 0 6428 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.

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

George Moroses 0 5917 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

Infor LN / Baan Tips & Tricks for EXECUTIVES

Kathy Barthelt 0 9188 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
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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: Performance improvement by setting the First Free Number Cache (tcmcs0651m000)

Many transactions in all kinds of modules use order numbers or serial numbers. These order numbers are most often automatically generated. In the Number Groups (tcmcs0151m000) session you can define groups of order numbers used for dedicated areas. A Number Group is a group of the first free number series that you can assign to a specific use. All the numbers that Infor LN generates in the number groups that are dedicated to the same purpose are unique.

All the first free numbers are stored in the table tcmcs050.

As many different processes can request a free number from the number groups, we often see delays in the performance, due to locking on the first free number records. This locking issue can have a severe impact on the performance of huge batch-type transactions, but also on the performance perceived by individual users in many areas in LN.

For example:

  • Processing warehouse transactions. Single or in-batch
  • Completing / closing orders
  • Backflushing of production orders
  • Generate Order Planning
  • Cost calculation and warehouse revaluation


How this performance can be improved?

Resolution

In the Number Groups (tcmcs0151m000) session you can open the details of a specific Number Group (tcmcs0651m000) or start the session stand-alone.

In the Number Group, you define the Series with the related First Free Numbers. Per Serie in the First Free Number, you have the option to define the Cache Size.

This Cache size is defaulted on a value of 0 (zero). A cache size of zero means No Cache. How does the First Free Number caching works:

  • When the Cache Size is zero: With this setting a process requests a Free Number from the Serie and the first free number is issued to the process. But the first free number record is not updated yet. At the moment the requesting process is finished, without errors, it reports back that the number is used and the first free number record is updated. All the time that the process is working on the transactions the first free number record is locked. If another process is requesting a free number from the same series, it must wait (retries) until the record is updated and released by the previous process. This is the locking which is causing delays in the other processes.  
  • Setting the Cache Size to a higher value then zero activates the caching. When the Cache Size is set to 1 or higher, the requested free number is sent to the requesting process, the first free number is updated, with the number as defined in the Cache size, and the record is saved. It does not wait until the requesting process has reported back that is finished, with or without errors. In this way the record is immediately released and no locking will occur. If another process is requesting a free number, it does not need to wait until the free number record is released by the earlier process. If the process is ended with errors and therefor the number is not used, this number from the series is lost. This can result in gaps in the numbering. When the cache size is greater than 1, for example it is set to 5, the requesting process receives 5 free numbers. Even if it only needs less than 5. In this way the process only has to request for a new free number after it has used the first 5 numbers from the cache. This will also speedup the process in case of large batch transactions. For ‘warehouse integration users’, like for example Factory Track or WMS users we advise to set the cache size to 5.  

Note that financial documents are not based on number group series / first free numbers. Instead they are based on transaction type series, for which the caching functionality does not exist. Financial documents, like sales invoices, bank transactions, are thus not cached.

The caching is especially important to improve the performance of all logistical processes.

It is strongly recommended (mandatory) to set the Cache Size for all Number Groups to a minimum of 1.

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Kathy Barthelt

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