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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

Crossroads Connections

Infor ERP Tips & News from the Experts

Infor LX | Infor LN | BPCS | Baan | Infor M3

Crossroads RMC Takes Polar to LX 8.3.4

Crossroads RMC 0 26214 Article rating: No rating

Polar Beverages, the largest independent soft drink bottler in the United States, went live on Infor LX 8.3.4 on January 16, 2017. Polar partnered with Crossroads RMC for this important technology initiative. Included in the implementation were the Finance Supply Chain and Manufacturing modules. Phase 2 will include Adirondack Beverages, a subsidiary of Polar. This project will begin in Q3 2017.

BPCS/LX Tip of the Week: Handwritten Inventory Tickets

Anthony Etzel 0 19361 Article rating: No rating

Are you still using handwritten tickets for your inventory?  This method of inventory tracking is slow and prone to human error.

Putting a simple barcode system in place speeds up the process of tracking inventory movements, reduces the likelihood of mistakes, and creates a recorded history of the who/what/where that can provide valuable insight to those who make critical business decisions for your business.

Not sure where to start? Contact us and we’d be happy to help you take the first step.

Baan/LN Tip of the Week: Ledger Default Account

Kathy Barthelt 0 31850 Article rating: No rating

If you do not wish to define a detailed mapping to various ledger accounts for specific integration transactions, you can map the corresponding integration document type to a default account. All the transactions of the integration document type for which an account cannot be determined based on the mapping scheme details, are posted to the default account.

 

The mapping of an integration document type to a default account is direct, without the need for element groups and mapping elements. No distinction is made on any of the transaction details.

 

Default accounts can be used in two ways:

  • Instead of a detailed mapping to various ledger accounts. All the transactions are posted to the same account. For example, all warehouse receipts are posted to the Inventory ledger account, without any distinction.
  • In addition to a detailed mapping. If a transaction cannot be mapped based on the detailed mapping scheme, it is posted to the default account.

BPCS/LX Tip of the Week: Email Distribution Lists

Anthony Etzel 0 22153 Article rating: No rating

Email Distribution Lists are new in Infor LX Version 8.

With this feature, users can create groups to which they may add internal or external email addresses, and in turn, use the name of the group when sending out the email.

The email distribution list eliminates the need for a program change if recipients need to be added to or deleted from the group. 

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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

Infor LN & Baan Tip of the Week: The RFQ Comparison Workbench in LN 10.7

The RFQ Comparison Workbench (tdpur8366m000) session has been introduced to compare bidder responses and select the best deal from the existing combinations. The bidder combinations are displayed based on the total amounts or the criteria set defined on the selected request for quotation (RFQ). Users can use the session to:

• Filter the best response from the suppliers or bidders

• Determine the best responses based on Total Amount

• Determine the best responses based on Criteria Set

This session can be started from a specific RFQ or from the RFQ tab in the RFQ (tdpur8310m000) session. Initially, the session is not available on the menu, but users can add it to the menu.

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Kathy Barthelt

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