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Infor LN & Baan Tip & Tricks for OPERATIONS: Best Practices for Purchase Order Archiving / Deleting

Kathy Barthelt 0 9952 Article rating: 5.0

 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:

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Infor LN & Baan Tip & Tricks for TECHNOLOGY: Using Table Boosters to Speed Up Sessions & Processes

Kathy Barthelt 0 10680 Article rating: 5.0

To increase the speed of sessions and processes slowed by large amounts of data, you can use table boosters. These speed up access to specific database tables by loading the table, or a specified part of it, into memory. Table boosters are defined in the Table Boosters (tcmcs0598m000) session.

Tables

Table boosters are implemented for tables. By default, table boosters are not active. When you access a table, LN builds a list of tables for which you can activate the boosters in the Table Boosters (tcmcs0598m000) session.

Note: You can only activate table boosters for tables that have been accessed at least once.

For more information, refer to the LN - Performance, Tracing, and Tuning Guide (U9357).

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Infor LX / BPCS Tips & Tricks for Executives

Finance | Operations | Technology

George Moroses 0 6818 Article rating: 5.0

Finance: Cost Rollup by Effective Date
Allow the load standard cost from routing and cost rollup programs to process as of a specified effective date.  With the addition of an optional effective date parameter to prompt screens for cost rollup CST500 and load standards from routing CST600. If entered, only consider bill of material components and routing operations with effective and discontinue dates that make them effective as of the entered parameter effective date.


Operations: Outside Operation Purchase Order Include Vendor Item Number
Copy the vendor item number from the vendor quote to purchase orders created automatically from outside operations of shop orders. During the process of automatically creating purchase orders from outside operations of shop orders, copy the vendor item number from the vendor quote to the purchase order line. With this change, looking at a purchase order that was created automatically for an outside operation of a shop order, the vendor item number from the vendor quote will be visible on the purchase order line.


Technology: Group Security for ILM501 Inbound Delivery Maintenance
Add function key / action code security to control who is authorized to create/revise/delete functions in ILM501 Inbound Delivery Maintenance.  With added Group Security, managers can control which users are authorized to create, change and delete deliveries in ILM501 Inbound Delivery Maintenance.

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Infor LX / BPCS Tips & Tricks for OPERATIONS: Outside Operation Purchase Order Include Vendor Item Number

George Moroses 0 6854 Article rating: 5.0

Operations: Outside Operation Purchase Order Include Vendor Item Number

Copy the vendor item number from the vendor quote to purchase orders created automatically from outside operations of shop orders. During the process of automatically creating purchase orders from outside operations of shop orders, copy the vendor item number from the vendor quote to the purchase order line. With this change, looking at a purchase order that was created automatically for an outside operation of a shop order, the vendor item number from the vendor quote will be visible on the purchase order line.

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Infor LN & Baan Tip: Propagating Unused Sub-Accounts

Kathy Barthelt 0 8007 Article rating: 5.0

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.

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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.

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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, 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.

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Kathy Barthelt

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