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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 LX | Infor LN | BPCS | Baan | Infor M3

BPCS/LX Tip of the Week: Notes Maintenance Enhancements

Anthony Etzel 0 25627 Article rating: No rating

The Notes Maintenance feature is made up note programs that are accessible from a central location. The Note Text Maintenance (SYS555), Note Type Maintenance (SYS553) and Multi Language Notes Maintenance (SYS556) programs are all available as menu options.

Instead of having to go into separate programs to maintain note settings, the user can set up print options, specify user documents and customize user security levels for specific notes.

The Notes Maintenance feature provides a way to create, revise, delete, and copy note text that are categorized by note types. The print options in Notes Maintenance permit a user to define documents for which the note is intended. This includes base LX documents and custom documents. 

Finally, the notes program provides a way to define notes by assigning document types. For example, a document type can be created named “Invoice.” A note can then be defined to print on all invoice programs without requiring individual entry.

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Baan/LN Tip of the Week: Letter of Credit

Kathy Barthelt 0 41103 Article rating: No rating

In LN 10.6 you can now link Sales Order (lines), Purchase Order (lines) and Contract (lines) to a Letter of Credit and process the same in accordance with the conditions stated in the linked Letter of Credit.

In addition, LN can be setup in a way that enables employees, with sufficient authorization, to approve the different types of Letters of Credit and change its status.

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BPCS/LX Tip of the Week: IDF - Enterprise Items Application

Anthony Etzel 0 25704 Article rating: No rating

The Enterprise Item application in the Infor Development Framework for Infor LX supports display of all information relevant to an item. This includes numerous aspects of Inventory, including facility, warehouse, location, lot, and container data.

With the Enterprise Items application, you can customize the data displayed to include more or less data than is currently displayed using the standard Infor LX programs. You can access this information through a single point of entry, so there is no need to switch from one program to another to see all the data you require. This ability to customize will help streamline your decisions by allowing you to display information that is specific to your needs.

The various Enterprise Item application cards provide listings, maintenance type information, and current information that you could previously only access by running multiple standard Infor LX programs, such as Material Status Inquiry (INV300), Bill of Material Inquiry (BOM300), and Routing Inquiry (SFC100).

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Tips:  LX | BPCS | M3

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.

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Tips: LN | Baan

Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Baan/LN Tip of the Week: Financial Year End – Have You Done All You Need To Do?

I'm reposting this checklist for things to consider in order to finish out the year, and plan for next year…

  • Are your accounting records up to date so that you can make a projection of how the current year will turn out?
  • Are all account reconciliations currently up to date to facilitate the closing of the books after year end?
  • Are there accounts receivable that should be reserved for or written off prior to the end of the year?
  • If your business carries inventory, do you need to plan a physical count as of the end of the year?
  • Has depreciation on your fixed assets been recorded during the year? Have you considered depreciation on current year additions?
  • Have all new asset purchases and bank loans been recorded on your books?
  • Are there any liabilities, for example, pending legal actions or warranty issues, which will need to be recorded prior to year end? 
  • Do you have a plan in place to properly “cut-off” revenue at year end to properly match revenue and expense?
  • Will there be bonuses, profit sharing contributions or discretionary retirement plan contributions paid prior to the end of the year? How will these payments affect cash flow?
  • Will you be in compliance with your bank covenants at year end?
  • Do you need to make arrangements to receive statements as of the end of the year for cash value of life insurance, loan balances, etc.?

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Kathy Barthelt

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