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Vendor Minimums at the CO
Good Morning, I am looking to understand how others have implemented ensuring that vendor minimums (in dollars) have been met at the CO level? We are running into instances where we are attempting to drop ship an item (customer's preference) but, the salesman is unaware that there is a minimum spend requirement in order to…
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Default to Field Labels instead of Field ID when exporting to CSV.
Hello Team, In HRT, when exporting data to CSV, the export defaults to using FIELD ID as column headers. While there is an option to manually select FIELD LABEL from the drop down, we are looking for a way to default this selection to FIELD LABEL instead of FIELD ID for better end user readability. Is there any…
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Cerner to Epic Advice/Tips
Our organization is currently transitioning from Cerner to Epic and would appreciate any comments, tips, or suggestions on how they maintain their item master and what values they send over to Epic. Also, please note if you are using Clinical Bridge or another interface method. Have you personalized your item master…
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How to trigger an ION workflow when IDM generates an XML for M3 MEC integration?
My use case is the following: When a user prints a document in IDM, it generates an XML file. I want ION to detect that new XML and trigger a workflow to send it to the M3 MEC module for processing under an MEC agreement. My questions: Can IDM be configured to push the XML to ION on print? Which ION event or connector can…
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Using Multiple Bin Locations in One Inventory Location
I am curious if anyone out there effectively uses multiple inventory bin locations in one inventory location? We would ideally like to receive stock into one (secondary) bin, and have it be a non-issue bin. We would like to have a way to automate when primary bin is out of stock, to pull recommended replenishment from…
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How are you managing exceptions for role based security in downstream systems
Our IT Security team is using work assignment information to determine standard security access to other systems (in this case EPIC security profiles). The IT Security department uses this information to grant standard access. However, there is a small subset of exceptions (< 2% of our population) where employees need…
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Default Primary Job code to blank job in timecard?
We are using alot of associated jobs and one of our biggest issues is trying to find a way to easily schedule between multiple jobs but not have tons and tons of secondary positions. I'm curious if anyone has come across any way to have the timecard add the primary job code if there is ever a situation that the job code is…
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Backflush a fixed amount of hours against a job
We have 1 product that we manufacture that has a heat treating operation done after hours (unattended). This particular heat treating operation takes 2.5 hours every time we make this product. How can I set the jobs for this product to automatically backflush 2.5 hours for this heat treating operation? Is the setting in…
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Infor.Get.Element.Attribute Formula Help in Excel
Hoping somebody can help me with the Infor.Get.Element.Attribute formula. Is it possible to use this formula to retrieve an element's Member_Unique_Name if I know the Member_Name? I can retrieve the unique name if I already know the unique name, but the formula returns a blank if I only know the member name. I have…
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Data refreshes for projects with referenced objects
Does anyone know how data is refreshed for Optiva / PLM projects that have existing references? I have users that are updating descriptions for formulas and items after the references are added to the project. They are telling me sometimes they update automatically and sometimes they don't. Does any one know what the…
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Processing Invoices Against Contracts With Insufficient Funds
We are a healthcare organization that has recently completed the migration to FSM. In our legacy Lawson system, when when an invoice came in for a contract with insufficient funds, the invoice could be submitted and processed automatically once funds were added to a contract. In FSM, we do not have the ability to do so. We…
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Limiting Vendor Name to 40 Characters in ACH FlatFileDetail CSV Output
Hello, We are currently generating ACH FlatFileDetail CSV files and have noticed that the Vendor Name field is sometimes exceeding 40 characters. To meet our bank's formatting requirements, we need to ensure that the vendor name is truncated or limited to 40 characters or fewer in the file output. Is there a recommended…
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What discussion group do you use for InforLX?
Tried to search for LX in groups but I got nothing.
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Inactivate Unused Accounts on Chart of Accounts
Recently, our accounting team revised the chart of accounts. We now have several accounts that are no longer used, and we want to make them inactive so they no longer show up as options. I have not been able to find a way to inactivate or remove an account from the COA. Has anyone else dealt with this, and if so, how did…
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EPM Capex Solution Accelerator - new version available
Before we head off for our summer holidays, we'd like to announce the latest Capex release. We've added a new CSV upload for investments and projects. Two really cool A.I. use cases are also included (Automated Description and Intelligent Summary for Projects and Investments) And, of course, we've fixed lots of bugs. Have…